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Schema
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Accounts
9
Agents
9
assistant
10
balance-accounts
3
Counterparties
5
Customers
28
post
/v1/customers/individuals
Create a new individual customer
post
/v1/customers/businesses
Create a new business customer
get
/v1/customers
Get all customers
get
/v1/customers/{customerId}/treasury
Get customer treasury balances
get
/v1/customers/{customerId}/transfers
Get customer transfers
get
/v1/customers/{customerId}/fixed-routes
List fixed routes for a customer
get
/v1/customers/{id}/pending-enhanced-diligence-rfi
Get pending automatic enhanced diligence RFI
patch
/v1/customers/{id}/pending-enhanced-diligence-rfi/progress
Save automatic enhanced diligence RFI progress
post
/v1/customers/{id}/pending-enhanced-diligence-rfi/documents/{documentId}/attach
Attach uploaded evidence to pending enhanced diligence RFI
post
/v1/customers/{id}/pending-enhanced-diligence-rfi/submit
Submit automatic enhanced diligence RFI
get
/v1/customers/{id}/compliance
Get customer compliance requirements
get
/v1/customers/{id}/capabilities
Get customer capabilities
get
/v1/customers/{id}/developer-fee-defaults
Get default developer fees
put
/v1/customers/{id}/developer-fee-defaults
Replace default developer fees
get
/v1/customers/{id}
Get customer by ID
delete
/v1/customers/{id}
Archive customer
patch
/v1/customers/{id}
Update customer details
post
/v1/customers/{id}/verification/individual
Save individual customer verification
post
/v1/customers/{id}/verification/business
Save business customer verification
post
/v1/customers/{id}/submit
Submit customer for verification
get
/v1/customers/{id}/unmatched-deposits
List unmatched deposits
post
/v1/customers/{customerId}/associated_individuals
Create a new associated individual
post
/v1/customers/{customerId}/associated_businesses
Create a new associated business
get
/v1/customers/{customerId}/associated_entities/{id}
Get an associated entity by id and customer
delete
/v1/customers/{customerId}/associated_entities/{id}
Delete an associated entity
patch
/v1/customers/{customerId}/associated_individuals/{id}
Update an associated individual
patch
/v1/customers/{customerId}/associated_businesses/{id}
Update an associated business
post
/v1/customers/{customerId}/associated_entities/{id}/verification-link
Generate verification link for associated entity
Documents
5
External Bank Accounts
4
External Wallets
2
fixed-routes
6
FX
7
Health
1
Liquidity
6
Mandates
3
organizations
6
Payment outcome intents
3
Quotes
2
RFIs
6
Sandbox
7
Terms of Service
5
Transfer drafts
2
Transfers
12
Verification
3
Webhooks
10
Customers
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Changes to Save automatic enhanced diligence RFI progress
patch
/v1/customers/{id}/pending-enhanced-diligence-rfi/progress
Oct 16, 2026
1a74e21ea95b
Revision changes
info
endpoint added