Individuals

List all individuals (client profiles)

client.Individuals.List(ctx, query) (*CursorPagination[Individual], error)

GET/individuals

Create a new individual (client profile)

client.Individuals.New(ctx, body) (*Individual, error)

POST/individuals

Delete an individual

client.Individuals.Delete(ctx, id) error

DELETE/individuals/{id}

Get an individual by ID

client.Individuals.Get(ctx, id) (*Individual, error)

GET/individuals/{id}

Update an individual

client.Individuals.Update(ctx, id, body) (*Individual, error)

PUT/individuals/{id}

ModelsExpand Collapse

type Individual struct{…}

ID string

Unique identifier with client_profile_ prefix

CreatedAt Time

Timestamp when the individual was created

formatdate-time

FirstName string

First name of the individual

HouseholdID string

Household ID this individual belongs to

IsBeneficiary bool

Whether this client profile should be an eligible beneficiary for entities and gifts

IsDeceased bool

Whether this client profile is deceased

IsGrantor bool

Whether this client profile should be an eligible grantor/owner/other principal for entities

IsPrimary bool

Whether this is one of the (at most) two primary clients on this household

IsTrustee bool

Whether this client profile should be an eligible trustee for entities

LastName string

Last name of the individual

UpdatedAt Time

Timestamp when the individual was last updated

formatdate-time

AddressLine1 stringOptional

Street address line 1 (from address edge)

AddressLine2 stringOptional

Street address line 2 (from address edge)

City stringOptional

City (from address edge)

Country stringOptional

Country (from address edge)

DateOfBirth TimeOptional

Date of birth (encrypted field)

formatdate

DateOfDeath TimeOptional

Date of death if applicable (encrypted field)

formatdate

DeletedAt TimeOptional

Timestamp when the individual was soft deleted

formatdate-time

Email stringOptional

Email address

formatemail

MiddleName stringOptional

Middle name of the individual

Notes stringOptional

Notes about the client profile

maxLength65536

PostalCode stringOptional

ZIP or postal code (from address edge)

State stringOptional

State or province (from address edge)

Suffix stringOptional

Name suffix (Jr., Sr., III, etc.)