Households

List all households

get/households

Create a new household

post/households

Delete a household

delete/households/{id}

Get a household by ID

get/households/{id}

Update a household

put/households/{id}

List all documents in a household

get/households/{id}/documents

List all entities in a household

get/households/{id}/entities

List all individuals in a household

get/households/{id}/individuals

ModelsExpand Collapse

Household = object { id, created_at, primary_relationship_owner_id, 4 more }

id: string

Unique identifier with household_ prefix

created_at: string

Timestamp when the household was created

formatdate-time

primary_relationship_owner_id: string

User ID of the primary relationship owner

updated_at: string

Timestamp when the household was last updated

formatdate-time

name: optional string

Display name for the household

notes: optional string

Notes about the household

maxLength65536

primary_individuals: optional array of Individual { id, created_at, first_name, 21 more }

Primary client profiles for this household (at most 2)

id: string

Unique identifier with client_profile_ prefix

created_at: string

Timestamp when the individual was created

formatdate-time

first_name: string

First name of the individual

household_id: string

Household ID this individual belongs to

is_beneficiary: boolean

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

is_deceased: boolean

Whether this client profile is deceased

is_grantor: boolean

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

is_primary: boolean

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

is_trustee: boolean

Whether this client profile should be an eligible trustee for entities

last_name: string

Last name of the individual

updated_at: string

Timestamp when the individual was last updated

formatdate-time

address_line1: optional string

Street address line 1 (from address edge)

address_line2: optional string

Street address line 2 (from address edge)

city: optional string

City (from address edge)

country: optional string

Country (from address edge)

date_of_birth: optional string

Date of birth (encrypted field)

formatdate

date_of_death: optional string

Date of death if applicable (encrypted field)

formatdate

deleted_at: optional string

Timestamp when the individual was soft deleted

formatdate-time

email: optional string

Email address

formatemail

middle_name: optional string

Middle name of the individual

notes: optional string

Notes about the client profile

maxLength65536

postal_code: optional string

ZIP or postal code (from address edge)

state: optional string

State or province (from address edge)

suffix: optional string

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

IndividualList = object { data, pagination }

data: array of Individual { id, created_at, first_name, 21 more }

id: string

Unique identifier with client_profile_ prefix

created_at: string

Timestamp when the individual was created

formatdate-time

first_name: string

First name of the individual

household_id: string

Household ID this individual belongs to

is_beneficiary: boolean

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

is_deceased: boolean

Whether this client profile is deceased

is_grantor: boolean

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

is_primary: boolean

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

is_trustee: boolean

Whether this client profile should be an eligible trustee for entities

last_name: string

Last name of the individual

updated_at: string

Timestamp when the individual was last updated

formatdate-time

address_line1: optional string

Street address line 1 (from address edge)

address_line2: optional string

Street address line 2 (from address edge)

city: optional string

City (from address edge)

country: optional string

Country (from address edge)

date_of_birth: optional string

Date of birth (encrypted field)

formatdate

date_of_death: optional string

Date of death if applicable (encrypted field)

formatdate

deleted_at: optional string

Timestamp when the individual was soft deleted

formatdate-time

email: optional string

Email address

formatemail

middle_name: optional string

Middle name of the individual

notes: optional string

Notes about the client profile

maxLength65536

postal_code: optional string

ZIP or postal code (from address edge)

state: optional string

State or province (from address edge)

suffix: optional string

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

pagination: Pagination { limit, offset, total }

limit: number

Number of items per page

minimum1

offset: number

Number of items skipped

minimum0

total: number

Total number of items available

minimum0