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API Reference
Entities

List all entities

entities.list(EntityListParams**kwargs) -> SyncCursorPagination[Entity]
GET/entities

Retrieve a paginated list of entities (trusts, businesses, accounts, etc.) using cursor-based pagination

ParametersExpand Collapse
after: Optional[str]

Cursor for forward pagination. Returns items after this cursor.

before: Optional[str]

Cursor for backward pagination. Returns items before this cursor.

external_id: Optional[str]

Filter by external ID (exact match within the caller’s tenant)

minLength1
household_id: Optional[str]

Filter entities by household ID

kind: Optional[EntityKind]

Filter by entity kind/type

One of the following:
"REVOCABLE_TRUST"
"IRREVOCABLE_TRUST"
"SLAT_TRUST"
"ILIT_TRUST"
"QPRT_TRUST"
"GRAT_TRUST"
"CRT_TRUST"
"CLT_TRUST"
"INDIVIDUAL_PERSONAL_ACCOUNT"
"JOINT_PERSONAL_ACCOUNT"
"CUSTODIAL_PERSONAL_ACCOUNT"
"INSURANCE_PERSONAL_ACCOUNT"
"QUALIFIED_TUITION_PERSONAL_ACCOUNT"
"RETIREMENT_PERSONAL_ACCOUNT"
"DONOR_ADVISED_FUND"
"PRIVATE_FOUNDATION"
"LLC_BUSINESS_ENTITY"
"LP_BUSINESS_ENTITY"
"GP_BUSINESS_ENTITY"
"SOLE_PROPRIETORSHIP_BUSINESS_ENTITY"
"SCORP_BUSINESS_ENTITY"
"CCORP_BUSINESS_ENTITY"
limit: Optional[int]

Maximum number of items to return

maximum1000
minimum1
ReturnsExpand Collapse
class Entity: …
id: str

Unique identifier with entity_ prefix

created_at: datetime

Timestamp when the entity was created

formatdate-time
display_name: str

Display name of the entity

household_id: str

Household ID this entity belongs to

in_estate_status: Literal["in_estate", "out_of_estate", "none"]

Whether the entity is in or out of the estate

One of the following:
"in_estate"
"out_of_estate"
"none"
kind: EntityKind

Type of entity - determines the specific subtype and applicable fields

One of the following:
"REVOCABLE_TRUST"
"IRREVOCABLE_TRUST"
"SLAT_TRUST"
"ILIT_TRUST"
"QPRT_TRUST"
"GRAT_TRUST"
"CRT_TRUST"
"CLT_TRUST"
"INDIVIDUAL_PERSONAL_ACCOUNT"
"JOINT_PERSONAL_ACCOUNT"
"CUSTODIAL_PERSONAL_ACCOUNT"
"INSURANCE_PERSONAL_ACCOUNT"
"QUALIFIED_TUITION_PERSONAL_ACCOUNT"
"RETIREMENT_PERSONAL_ACCOUNT"
"DONOR_ADVISED_FUND"
"PRIVATE_FOUNDATION"
"LLC_BUSINESS_ENTITY"
"LP_BUSINESS_ENTITY"
"GP_BUSINESS_ENTITY"
"SOLE_PROPRIETORSHIP_BUSINESS_ENTITY"
"SCORP_BUSINESS_ENTITY"
"CCORP_BUSINESS_ENTITY"
stage: Literal["PRE_CREATED", "AI_CREATING", "AI_CREATION_FAILED", 7 more]

Lifecycle stage of the entity

One of the following:
"PRE_CREATED"
"AI_CREATING"
"AI_CREATION_FAILED"
"AI_NEEDS_REVIEW"
"DRAFT"
"READY_FOR_PROPOSAL"
"IMPLEMENTATION"
"ACTIVE"
"COMPLETED"
"ARCHIVED"
updated_at: datetime

Timestamp when the entity was last updated

formatdate-time
external_id: Optional[str]

Customer-supplied identifier from an external system. Unique within the caller’s tenant when set.

minLength1

List all entities

from withluminary import Luminary

client = Luminary()
page = client.entities.list()
page = page.data[0]
print(page.id)
{
  "data": [
    {
      "id": "entity_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "created_at": "2024-01-15T09:30:00Z",
      "display_name": "My Revocable Trust",
      "household_id": "household_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "in_estate_status": "in_estate",
      "kind": "REVOCABLE_TRUST",
      "stage": "PRE_CREATED",
      "updated_at": "2024-01-20T14:45:00Z",
      "external_id": "crm-entity-12345"
    }
  ],
  "page_info": {
    "has_next_page": true,
    "has_previous_page": false,
    "end_cursor": "eyJpZCI6ImhvdXNlaG9sZF8wMUFSWjNOREVLVFNWNFJSRkZRNjlHNUZBViJ9",
    "start_cursor": "eyJpZCI6ImhvdXNlaG9sZF8wMUFSWjNOREVLVFNWNFJSRkZRNjlHNUZBViJ9"
  },
  "total_count": 100
}
Returns Examples
{
  "data": [
    {
      "id": "entity_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "created_at": "2024-01-15T09:30:00Z",
      "display_name": "My Revocable Trust",
      "household_id": "household_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "in_estate_status": "in_estate",
      "kind": "REVOCABLE_TRUST",
      "stage": "PRE_CREATED",
      "updated_at": "2024-01-20T14:45:00Z",
      "external_id": "crm-entity-12345"
    }
  ],
  "page_info": {
    "has_next_page": true,
    "has_previous_page": false,
    "end_cursor": "eyJpZCI6ImhvdXNlaG9sZF8wMUFSWjNOREVLVFNWNFJSRkZRNjlHNUZBViJ9",
    "start_cursor": "eyJpZCI6ImhvdXNlaG9sZF8wMUFSWjNOREVLVFNWNFJSRkZRNjlHNUZBViJ9"
  },
  "total_count": 100
}