Identity API

List addresses for a person

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

Returns 404 if the person 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

personIdstring(uuid)required

ID of the person

Response

application/json

A page of addresses belonging to the person.

itemsarray[object]required
Show Child Parameters
pageobjectrequired

Page metadata for a token-based list response.

Show Child Parameters
get/v2/persons/{personId}/addresses
 
application/json

Create an address for a firm

Creates a new address and associates it with the specified firm under the authenticated customer’s scope.

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. Returns 400 when the request body fails validation (V2 error shape).

post

Path Parameters

firmIdstring(uuid)required

ID of the firm

Headers

Idempotency-Keystring(uuid)

Client-generated UUID used to deduplicate retried requests. When provided, the server caches the first successful response for this key and returns it for any subsequent request with the same key from the same client, without re-processing.

Body

application/json

CreateAddressRequest

typestringrequired

Type of address

Allowed values:MAILINGBUSINESSPHYSICAL

addressLine1stringrequired

First line of the street address.

Example:123 Main St

addressLine2string | null

Second line of the street address (suite, unit, etc.).

Example:Apt 4B

citystringrequired

City.

Example:Denver

statestringrequired

Two-letter US state code.

>= 2 characters<= 2 characters

Example:CO

zipstringrequired

ZIP code in 5-digit or ZIP+4 format.

Match pattern:^\d{5}(-\d{4})?$

Example:80202

countystring | null

County name.

Example:Denver

countrystringrequired

Country code (ISO alpha-2).

>= 2 characters<= 2 characters

Example:US

moveInDatestring | null(date)

Date the person moved to this address (YYYY-MM-DD).

Example:2020-01-15

preferredboolean

Whether this should be the person’s preferred address. When the person has no existing addresses, the server sets this to true regardless of the supplied value.

Default:false

Example:false

Response

application/json

Address created successfully.

AddressV2

idstring(uuid)requiredread-only

Address identifier.

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

typestringrequired

Type of address

Allowed values:MAILINGBUSINESSPHYSICAL

addressLine1stringrequired

First line of the street address.

Example:123 Main St

addressLine2string | null

Second line of the street address (suite, unit, etc.).

Example:Apt 4B

citystringrequired

City.

Example:Denver

statestringrequired

Two-letter US state code.

>= 2 characters<= 2 characters

Example:CO

zipstring | nullrequired

ZIP code in 5-digit or ZIP+4 format.

Match pattern:^\d{5}(-\d{4})?$

Example:80202

countystring | null

County name.

Example:Denver

countrystring | nullrequired

Country code (ISO alpha-2).

>= 2 characters<= 2 characters

Example:US

moveInDatestring | null(date)

Date the person moved to this address (YYYY-MM-DD).

Example:2020-01-15

preferredbooleanrequired

Whether this is the person’s preferred address.

Example:true

createdAtstring(date-time)requiredread-only

RFC3339 UTC timestamp when the address was created.

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

updatedAtstring | null(date-time)read-only

RFC3339 UTC timestamp when the address was last updated.

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

post/v2/firms/{firmId}/addresses

Body

{ "type": "MAILING", "addressLine1": "123 Main St", "city": "Denver", "state": "CO", "zip": "80202", "country": "US" }
 
application/json

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