List Accounts

Retrieve a paginated list of accounts. Supports: - Pagination (`page_size`, `page`) - Date filtering (`updated_after`, `updated_before`) - Sorting (`order_by`, default: desc) - Field search (`title`, `address`, `primaryName`, `primaryPhone`, `primaryEmail`) - Full text search (`q`) **Note:** The `/clients` path is an alias for `/accounts` and will continue to work until users are individually notified and migrated.

Authentication

x-api-keystring
API Key authentication via header

Query parameters

page_sizeintegerOptional1-100Defaults to 20

Number of items per page (max 100)

pageintegerOptional>=1Defaults to 1

Page number (1-based)

updated_afterstringOptional

Filter items updated after this timestamp (ISO 8601). Also matches records whose custom property values changed within the window.

updated_beforestringOptional

Filter items updated before this timestamp (ISO 8601). Also matches records whose custom property values changed within the window.

order_byenumOptionalDefaults to asc
Sort order for results
Allowed values:
include_virtual_propertiesbooleanOptionalDefaults to false
Whether to include virtual properties in the response. Defaults to false unless explicitly set to true.
include_contactsbooleanOptionalDefaults to false
Whether to include associated contacts in the response. Defaults to false unless explicitly set to true.
include_archivedbooleanOptionalDefaults to false

Whether to include archived (inactive) records in the response. By default only active records are returned.

qstringOptional
Full text search query
titlestringOptional
Title search query
addressstringOptional
Address search query
primaryNamestringOptional
Contact name search query
primaryPhonestringOptional
Contact phone search query
primaryEmailstringOptional
Contact email search query

Response

List of accounts
idintegerOptional
Unique identifier
createdAtstringOptionalformat: "date-time"
Creation timestamp
updatedAtstringOptionalformat: "date-time"
Timestamp of the most recent update to the record, including changes to its custom property values.
titlestringOptional

Record title/name

descriptionstring or nullOptional
Record description
addresslist of stringsOptional

Record location/address

isActivebooleanOptional
Whether the record is active
primaryEmailstring or nullOptionalformat: "email"
Primary contact email
primaryPhonestring or nullOptional
Primary contact phone
numberintegerOptional

Record number (e.g., 1234)

createdByobject or nullOptional

User who created the record. Null when the record was created by a non-user actor (e.g. automation or a contact).

updatedByobject or nullOptional

User who last edited a field on the record, derived from the changelog. Null when the record has never been edited or the last edit was made by a non-user actor.

custommap from strings to anyOptional
Custom fields
accountTypeenum or nullOptional

Type of account (residential or commercial)

contactslist of objectsOptional

On GET requests, only populated when include_contacts=true is passed. Always populated on POST (create) and PATCH (update) responses. Ordered with the primary contact first, capped at 20 contacts.

Errors

401
Unauthorized Error