Identity API

List addresses for a firm

Returns addresses belonging to the specified firm and visible to the authenticated customer, paginated by opaque continuation token. Results are ordered by (modifiedDate ASC, id ASC).

Returns 404 if the firm does not exist or is not visible to the authenticated customer. A 403 is returned only when the caller’s token lacks the required scope; cross-customer access returns 404, not 403.

get

Query Parameters

page_tokenstring

Opaque continuation token returned by the previous response’s page.nextToken. Omit on the first request. Format is server-controlled and may change without an API version bump.

page_sizeinteger(int32)

Requested number of items in the response. Defaults to 25 when omitted; values outside [1, 250] are rejected with 400 (not clamped). The actual size returned is reflected in page.size and may be smaller (last page or empty result).

Default:25

>= 1<= 250

Path Parameters

firmIdstring(uuid)required

ID of the firm

Response

application/json

A page of addresses belonging to the firm.

itemsarray[object]required
Show Child Parameters
pageobjectrequired

Page metadata for a token-based list response.

Show Child Parameters
get/v2/firms/{firmId}/addresses
 
application/json

Phones

Operations for managing phone numbers

Retrieve a phone

Returns a single phone by its identifier.

A 404 is returned when the phone does not exist or is not visible to the authenticated customer — the two cases are intentionally indistinguishable so that resource existence is never leaked across customers. A 403 is returned only when the access token is missing the required scope.

get

Path Parameters

phoneIdstring(uuid)required

Phone identifier.

Example:550e8400-e29b-41d4-a716-446655440000

Response

application/json

The requested phone.

PhoneV2

A phone record returned by V2 phone endpoints.

idstring(uuid)requiredread-only

Phone identifier.

Example:550e8400-e29b-41d4-a716-446655440000

typestringrequired

The type of phone

Allowed values:CELLBUSINESSRESIDENTFAX

Example:CELL

numberstringrequired

10-digit phone number.

Example:3035551234

extensionstring | null

Optional phone extension.

Example:1234

preferredbooleanrequired

Whether this is the preferred phone number.

Example:true

createdAtstring(date-time)requiredread-only

RFC3339 UTC timestamp when the phone was created.

Example:2024-01-15T10:30:00Z

updatedAtstring | null(date-time)read-only

RFC3339 UTC timestamp when the phone was last updated.

Example:2024-01-15T14:45:00Z

get/v2/phones/{phoneId}
 
application/json

Update a phone

Updates a single phone by its identifier, scoped to the authenticated customer. Setting preferred: true unprefers all other phones for the owning person.

A 404 is returned when the phone does not exist or is not visible to the authenticated customer — the two cases are intentionally indistinguishable so that resource existence is never leaked across customers. A 403 is returned only when the access token is missing the required scope.

put

Path Parameters

phoneIdstring(uuid)required

Phone identifier.

Example:550e8400-e29b-41d4-a716-446655440000

Body

application/json

UpdatePhoneRequest

typestringrequired

The type of phone

Allowed values:CELLBUSINESSRESIDENTFAX

Example:CELL

numberstringrequired

Phone number (exactly 10 digits)

Match pattern:^[0-9]{10}$

Example:3035551234

extensionstring

Optional phone extension (max 6 characters)

<= 6 characters

Example:1234

preferredbooleanrequired

Whether this is the preferred phone number

Example:true

Response

application/json

The updated phone.

PhoneV2

A phone record returned by V2 phone endpoints.

idstring(uuid)requiredread-only

Phone identifier.

Example:550e8400-e29b-41d4-a716-446655440000

typestringrequired

The type of phone

Allowed values:CELLBUSINESSRESIDENTFAX

Example:CELL

numberstringrequired

10-digit phone number.

Example:3035551234

extensionstring | null

Optional phone extension.

Example:1234

preferredbooleanrequired

Whether this is the preferred phone number.

Example:true

createdAtstring(date-time)requiredread-only

RFC3339 UTC timestamp when the phone was created.

Example:2024-01-15T10:30:00Z

updatedAtstring | null(date-time)read-only

RFC3339 UTC timestamp when the phone was last updated.

Example:2024-01-15T14:45:00Z

put/v2/phones/{phoneId}

Body

{ "type": "CELL", "number": "3035551234", "preferred": true }
 
application/json

Delete phone

Permanently deletes a phone by ID, scoped to the authenticated customer. Returns 404 (never 403) when the phone does not exist or belongs to a different customer. The two cases are intentionally indistinguishable — the endpoint does not return an idempotent 204 for unknown IDs — so that resource existence is not leaked across customers.

delete

Path Parameters

phoneIdstring(uuid)required

Phone identifier.

Example:550e8400-e29b-41d4-a716-446655440000

Response

Phone deleted successfully.

delete/v2/phones/{phoneId}