Get clients

GET /api/v2/clients

This endpoint retrieves a list of clients that the user has permission to access, which can be filtered by various parameters. The response data will be an array of objects with each object being the data for one client.

Query parameters

PageNumber integer

Specifies the page number of results to retrieve.

Minimum value is 1. Default value is 1.
PageSize integer

Specifies the number of results per page.

Minimum value is 1, maximum value is 100. Default value is 100.
FirstName string

Filter clients by first name.
Surname string

Filter clients by surname.
NINumber string

Filter clients by National Insurance Number.
ClientReference string

Filter clients by client reference.
Postcode string

Filter clients by postcode.
ClientTags string

Filter clients by tags. This should be the GUID of the client or system supplied tag you wish to search by. If you wish to search by multiple tags, the list of GUIDS MUST be separated by a comma.

Responses

200 application/json

Success
Hide response attributes Show response attributes object
- success boolean
  
  Default value is true.
- data array[object]
  
  Hide data attributes Show data attributes object
  
  ClientGUID string(uuid)
  
  FirstName string
  
  Surname string
  
  Gender integer
  
  Values are 1, 2, or 3.
  
  DateOfBirth string(date)
  
  AddressPostCode string
  
  Reference string
  
  AdviserID integer
  
  BackOfficeID string
  
  FormattedValues object
  
  Additional properties are allowed.
- meta object
  
  Additional properties are allowed.
  
  Hide meta attributes Show meta attributes object
  
  CurrentPage integer
  
  PageSize integer
  
  HasPreviousPage boolean
  
  HasNextPage boolean
  
  Links object
  
  Additional properties are allowed.
  
  Hide Links attributes Show Links attributes object
  
  PreviousPage string | null
  
  NextPage string | null

GET /api/v2/clients

curl \
 --request GET 'https://api.fincalc.co.uk/api/v2/clients' \
 --header "Authorization: Bearer $ACCESS_TOKEN"

Response examples (200)

{
  "success": true,
  "data": [
    {
      "ClientGUID": "3F0B1C88-6D80-4C17-BB3E-1D68E6D26405",
      "FirstName": "John",
      "Surname": "Smith",
      "Gender": 1,
      "DateOfBirth": "1990-05-04",
      "AddressPostCode": "SW1A 1AA",
      "Reference": "API Client",
      "AdviserID": 42,
      "BackOfficeID": "3F0B1C88-6D80-4C17-BB3E-1D68E6D26405",
      "FormattedValues": {
        "Gender": "Male",
        "AdviserID": "Jonathan Thomas",
        "DateOfBirth": "04/05/1990"
      }
    }
  ],
  "meta": {
    "CurrentPage": 2,
    "PageSize": 5,
    "HasPreviousPage": true,
    "HasNextPage": true,
    "Links": {
      "PreviousPage": "https://api.fincalc.co.uk/api/v2/clients?PageSize=5&PageNumber=1",
      "NextPage": "https://api.fincalc.co.uk/api/v2/clients?PageSize=5&PageNumber=3"
    }
  }
}