List all counterparties
Retrieve all counterparties for your workspace or a specific tenant.
query Parameters
classificationFilter by classification
searchSearch by name
include_secureInclude masked vault data (address, DOB, national ID, legal entity identifier)
pagePage number for pagination (1-based)
limitNumber of items per page (max 100)
List all counterparties › Responses
Counterparties retrieved successfully
Create a new counterparty
Create a new counterparty for your workspace or a specific tenant.
Create a new counterparty › Request Body
classificationClassification: 'individual' or 'business'.
tenant_id^([0-9a-fA-F]{8}-[0-…ID of the tenant entity (optional).
individual_first_nameFirst name (required if classification is 'individual'). Secure field, returned based on include_secure.
individual_last_nameLast name (required if classification is 'individual'). Secure field, returned based on include_secure.
individual_address_country^[A-Za-z]{2,3}$ISO 3166-1 alpha-2 or alpha-3 country code.
individual_date_of_birthDate of birth (for individuals).
individual_national_identification_numberNational identification number (for individuals). Secure field, returned based on include_secure.
individual_street_address1Street address line 1 (for individuals). Secure field, returned based on include_secure.
individual_street_address2Street address line 2 (for individuals). Secure field, returned based on include_secure.
individual_cityCity (for individuals). Secure field, returned based on include_secure.
individual_stateState/region (for individuals). Secure field, returned based on include_secure.
individual_postal_codePostal code (for individuals). Secure field, returned based on include_secure.
business_legal_nameLegal business name (required if classification is 'business').
business_dbaDoing Business As name (optional).
business_address_country^[A-Za-z]{2,3}$ISO 3166-1 alpha-2 or alpha-3 country code.
business_street_address1Street address line 1 (for businesses).
business_street_address2Street address line 2 (for businesses).
business_cityCity (for businesses).
business_stateState/region (for businesses).
business_legal_entity_identifierLegal Entity Identifier (for businesses). Secure field, returned based on include_secure.
Create a new counterparty › Responses
Counterparty created successfully
Get a counterparty by ID
Retrieve a specific counterparty by its unique identifier.
path Parameters
idCounterparty ID (UUID)
query Parameters
include_secureInclude masked vault data (address, DOB, national ID, legal entity identifier)
Get a counterparty by ID › Responses
Counterparty retrieved successfully