List all individuals (client profiles)

get/individuals

Retrieve a paginated list of client profiles/individuals

Query ParametersExpand Collapse

household_id: optional string

Filter individuals by household ID

is_primary: optional boolean

Filter by primary client status

limit: optional number

Maximum number of individuals to return

maximum1000

minimum1

offset: optional number

Number of individuals to skip

minimum0

ReturnsExpand Collapse

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

List all individuals (client profiles)

curl https://$WITHLUMINARY_SUBDOMAIN.withluminary.com/api/public/v1/individuals

{
  "data": [
    {
      "id": "client_profile_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "created_at": "2024-01-15T09:30:00Z",
      "first_name": "John",
      "household_id": "household_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "is_beneficiary": true,
      "is_deceased": true,
      "is_grantor": true,
      "is_primary": true,
      "is_trustee": true,
      "last_name": "Smith",
      "updated_at": "2024-01-20T14:45:00Z",
      "address_line1": "123 Main St",
      "address_line2": "Apt 4B",
      "city": "San Francisco",
      "country": "USA",
      "date_of_birth": "1980-05-15",
      "date_of_death": "2019-12-27",
      "deleted_at": "2019-12-27T18:11:19.117Z",
      "email": "john.smith@example.com",
      "middle_name": "Michael",
      "notes": "notes",
      "postal_code": "94102",
      "state": "CA",
      "suffix": "Jr."
    }
  ],
  "pagination": {
    "limit": 20,
    "offset": 0,
    "total": 150
  }
}

Returns Examples

{
  "data": [
    {
      "id": "client_profile_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "created_at": "2024-01-15T09:30:00Z",
      "first_name": "John",
      "household_id": "household_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "is_beneficiary": true,
      "is_deceased": true,
      "is_grantor": true,
      "is_primary": true,
      "is_trustee": true,
      "last_name": "Smith",
      "updated_at": "2024-01-20T14:45:00Z",
      "address_line1": "123 Main St",
      "address_line2": "Apt 4B",
      "city": "San Francisco",
      "country": "USA",
      "date_of_birth": "1980-05-15",
      "date_of_death": "2019-12-27",
      "deleted_at": "2019-12-27T18:11:19.117Z",
      "email": "john.smith@example.com",
      "middle_name": "Michael",
      "notes": "notes",
      "postal_code": "94102",
      "state": "CA",
      "suffix": "Jr."
    }
  ],
  "pagination": {
    "limit": 20,
    "offset": 0,
    "total": 150
  }
}