New endpoints to help manage clients, organisations and individuals

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).