We’ve rolled out a significant number of new API endpoints to make managing all of a firm’s clients, organisations, and individuals even more convenient through the API:

New endpoints:

List and Manage Individuals:
- GET /individuals: List all individual records.
- GET /individuals/{id}: Retrieve a single individual’s details.
- PATCH /individuals/{id}: Update an individual’s profile.
List and Manage Organisations:
- GET /organisations: List all organisations
- GET /organisations/{id}: Retrieve details for a single organisation.
- PATCH /organisations/{id}: Update an organisation’s profile.
Related parties (of an organisation):
- GET /organisations/{organisationId}/related-parties: List related parties for an organisation
- POST /organisations/{organisationId}/related-parties: Create a related party for an organisation
- PATCH /related-parties/{id}: Update a related party
- DELETE /related-parties/{id}: Delete a related party from that organisation
List and manage Sole Traders:
- GET /sole-traders: List all sole trader records.
- GET /sole-traders/{id}: Retrieve details for a single sole trader.
- PATCH /sole-traders/{id}: Update a sole trader’s profile.
Client management:
- PATCH /clients/{id}: Update client-specific details (services, business units, managers).