Client Requests (Firm)

List the firm-wide client-request queue

Aggregate Client Requests queue across every firm-managed company. Authenticate against the firm workspace (x-organization-id = firm id for OAuth; agent API keys are firm-anchored by default). Returns priority-ordered rows plus per-filter counts, or company-grouped statement and bank-feed obligations when view=companies.

get/firm/client-requests

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/firm/client-requests
  • Auth: one of:
    • HTTP bearer and API key in header x-organization-id
    • HTTP bearer and API key in header x-organization-id

Query parameters

view'companies'

companies returns { companies, total }; with this view, filter accepts open (uncompleted requests, including client replies awaiting Tally or firm action) or history (resolved or dismissed). Each company item includes workflowState.

filter'open' | 'needs_firm' | 'waiting_on_client' | 'follow_up_due' | 'resolved' | 'dismissed' | 'history' | 'all'

Use open or history with view=companies. Without view=companies, the legacy queue also accepts the workflow filters listed here.

companyOrganizationIdstring uuid

Restrict to one firm-managed company.

assignedActor'tally' | 'firm_user'
assignedUserIdstring uuid
requestType'question' | 'document_statement' | 'document_receipt' | 'document_other' | 'task' | 'message' | 'bank_reconnect' | 'bank_connection'
ownerEmailstring

Match requests with this participant email.

searchstring

Free-text search across subject, question, goal, company, participants, messages, and attachment names.

pageinteger
limitinteger

Response

Firm queue rows, total, and per-filter counts

totalinteger

Changes

No recorded changes to this operation across all 5 revisions of this API.