Clients

The Clients API provides CRUD access to clients, plus ancillary actions for setting tags, changing the status, and changing the account owner.

New to the API? Start with Getting started (base URL, response envelope, errors, pagination) and Authentication (API keys). Those conventions apply to every endpoint below and are not repeated here.

Identifier note: unlike most resources, clients are addressed by their numeric client_id (the clients table has no unique-id column). Wherever {id} appears below it is the client_id.

The client object

All endpoints that return a client use this shape:

{
  "id": 12,
  "company_name": "Acme Inc",
  "description": "Key account.",
  "status": "active",
  "phone": "+1 555 0100",
  "website": "https://acme.example",
  "vat": "GB123456789",
  "category": { "id": 2, "name": "Standard" },
  "owner": { "id": 34, "name": "Jane Doe" },
  "billing": {
    "street": "1 Market St",
    "city": "San Francisco",
    "state": "CA",
    "zip": "94105",
    "country": "United States",
    "invoice_due_days": "7"
  },
  "shipping": {
    "street": null,
    "city": null,
    "state": null,
    "zip": null,
    "country": null
  },
  "dates": {
    "created": "2026-06-15T09:30:00.000000Z",
    "updated": "2026-06-15T09:30:00.000000Z"
  },
  "tags": ["priority", "retainer"]
}

Field	Type	Notes
`id`	integer	Client id. Used in all URLs.
`company_name`	string	Client company name.
`description`	string\|null	Client description.
`status`	string	`active` or `suspended`.
`phone`	string\|null
`website`	string\|null
`vat`	string\|null	VAT / tax number.
`category`	object	`{ id, name }`.
`owner`	object	Primary account owner `{ id, name }` — set via the owner action.
`billing`	object	Billing address + `invoice_due_days`.
`shipping`	object	Shipping address.
`dates`	object	`created`, `updated`.
`tags`	array	Tag titles.

List / search clients

GET /api/clients

Query parameters

Parameter	Type	Description
`status`	string	Filter by client status (`active`\|`suspended`).
`category_id`	integer	Filter by category id.
`search`	string	Free-text search on the company name.
`sort`	string	`client_company_name`, `client_status`, `client_created`, `client_updated`.
`order`	string	`asc` or `desc` (default `desc`).
`limit`	integer	Results per page (max 100).
`page`	integer	Page number.

Example request

curl -G https://your-domain/api/clients \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d status=active \
  -d limit=25

<?php
$query = http_build_query(['status' => 'active', 'limit' => 25]);
$ch = curl_init("https://your-domain/api/clients?$query");
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Example response — `200 OK`

{
  "data": [ { "id": 12, "company_name": "Acme Inc" } ],
  "meta": { "current_page": 1, "per_page": 25, "total": 1, "last_page": 1 },
  "message": "Clients retrieved successfully."
}

Get a client

GET /api/clients/{id}

Example request

curl https://your-domain/api/clients/12 \
  -H "Authorization: Bearer YOUR_API_KEY"

<?php
$ch = curl_init('https://your-domain/api/clients/12');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Returns the client (200) with message “Client retrieved successfully.”

Create a client

POST /api/clients

Creating a client also provisions its primary account-owner user from first_name, last_name and email (these are required). If a contact-type user already exists with that email, it is promoted to the client’s primary user. A welcome email is not sent unless you pass send_email=yes. The account owner can later be changed with the owner action.

Body parameters

Parameter	Type	Required	Notes
`first_name`	string	yes	Primary user’s first name.
`last_name`	string	yes	Primary user’s last name.
`email`	string	yes	Primary user’s email. Must be unique among client/team users.
`client_company_name`	string	no	Defaults to “first_name last_name” if omitted.
`client_categoryid`	integer	no	Existing category id. Defaults to the system default category.
`client_description`	string	no
`client_phone`	string	no
`client_website`	string	no
`client_vat`	string	no
`client_billing_street`	string	no
`client_billing_city`	string	no
`client_billing_state`	string	no
`client_billing_zip`	string	no
`client_billing_country`	string	no
`client_billing_invoice_due_days`	integer	no
`tags`	array of strings	no	Tag titles to attach on create.
`send_email`	string	no	`yes` to send the welcome email. Default `no`.

Required custom fields configured for clients must also be supplied (using their field name). Missing required custom fields return a 422.

Example request

curl -X POST https://your-domain/api/clients \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d first_name=Jane \
  -d last_name=Doe \
  -d email=jane@acme.example \
  -d client_company_name="Acme Inc" \
  -d client_categoryid=2

<?php
$ch = curl_init('https://your-domain/api/clients');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_POST           => true,
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
    CURLOPT_POSTFIELDS     => http_build_query([
        'first_name'          => 'Jane',
        'last_name'           => 'Doe',
        'email'               => 'jane@acme.example',
        'client_company_name' => 'Acme Inc',
        'client_categoryid'   => 2,
    ]),
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Example response — `201 Created`

{
  "data": { "id": 12, "company_name": "Acme Inc" },
  "message": "Client created successfully."
}

Update a client

PATCH /api/clients/{id}

client_company_name is required. The primary user / account owner is not changed here — use the owner action.

Body parameters

Parameter	Type	Required	Notes
`client_company_name`	string	yes
`client_categoryid`	integer	no	Existing category id.
`client_description`	string	no
`client_phone`	string	no
`client_website`	string	no
`client_vat`	string	no
`client_billing_street`	string	no
`client_billing_city`	string	no
`client_billing_state`	string	no
`client_billing_zip`	string	no
`client_billing_country`	string	no
`client_billing_invoice_due_days`	integer	no

As with create, required client custom fields must be supplied.

Example request

curl -X PATCH https://your-domain/api/clients/12 \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d client_company_name="Acme Incorporated" \
  -d client_categoryid=2

<?php
$ch = curl_init('https://your-domain/api/clients/12');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_CUSTOMREQUEST  => 'PATCH',
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
    CURLOPT_POSTFIELDS     => http_build_query([
        'client_company_name' => 'Acme Incorporated',
        'client_categoryid'   => 2,
    ]),
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Example response — `200 OK`

{
  "data": { "id": 12, "company_name": "Acme Incorporated" },
  "message": "Client updated successfully."
}

Delete a client

DELETE /api/clients/{id}

Deletes the client and all of its related records (users, projects, invoices, files, etc.).

Example request

curl -X DELETE https://your-domain/api/clients/12 \
  -H "Authorization: Bearer YOUR_API_KEY"

<?php
$ch = curl_init('https://your-domain/api/clients/12');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_CUSTOMREQUEST  => 'DELETE',
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Example response — `200 OK`

{
  "data": { "id": 12 },
  "message": "Client deleted successfully."
}

Set tags

PUT /api/clients/{id}/tags

Sets the client’s tags. The tags array is the full set — it replaces existing tags; an empty array clears them.

Parameter	Type	Required	Notes
`tags`	array of strings	yes	Tag titles. Empty array clears all.

curl -X PUT https://your-domain/api/clients/12/tags \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d "tags[]=priority" -d "tags[]=retainer"

<?php
$ch = curl_init('https://your-domain/api/clients/12/tags');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_CUSTOMREQUEST  => 'PUT',
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
    CURLOPT_POSTFIELDS     => http_build_query(['tags' => ['priority', 'retainer']]),
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Returns the client (200) with message “Client tags updated successfully.”

Change status

PUT /api/clients/{id}/status

Parameter	Type	Required	Notes
`status`	string	yes	`active` or `suspended`.

curl -X PUT https://your-domain/api/clients/12/status \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d status=suspended

<?php
$ch = curl_init('https://your-domain/api/clients/12/status');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_CUSTOMREQUEST  => 'PUT',
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
    CURLOPT_POSTFIELDS     => http_build_query(['status' => 'suspended']),
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Returns the client (200) with message “Client status updated successfully.”

Change account owner

PUT /api/clients/{id}/owner

Sets the client’s primary account owner. The owner must be the id of a user that already belongs to this client; it replaces the previous account owner.

Parameter	Type	Required	Notes
`owner`	integer	yes	Id of a user belonging to this client.

curl -X PUT https://your-domain/api/clients/12/owner \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d owner=34

<?php
$ch = curl_init('https://your-domain/api/clients/12/owner');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_CUSTOMREQUEST  => 'PUT',
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
    CURLOPT_POSTFIELDS     => http_build_query(['owner' => 34]),
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Returns the client (200) with message “Client account owner updated successfully.”

Errors

See Getting started for the shared error format. Client-specific:

Status	Meaning
`404 Not Found`	The client id does not exist.
`422 Unprocessable Entity`	Validation failed (see below).

{
  "message": "The given data was invalid.",
  "errors": {
    "email": ["The email has already been taken."],
    "first_name": ["The first name field is required."]
  }
}

Getting Started

Clients

Sales

Billing

Projects & Work

Support

Organization

Clients

Clients

The client object

List / search clients

Query parameters

Example request

Example response — `200 OK`

Get a client

Example request

Create a client

Body parameters

Example request

Example response — `201 Created`

Update a client

Body parameters

Example request

Example response — `200 OK`

Delete a client

Example request

Example response — `200 OK`

Set tags

Change status

Change account owner

Errors

​Clients

​The client object

​List / search clients

​Query parameters

​Example request

​Example response — 200 OK

​Get a client

​Example request

​Create a client

​Body parameters

​Example request

​Example response — 201 Created

​Update a client

​Body parameters

​Example request

​Example response — 200 OK

​Delete a client

​Example request

​Example response — 200 OK

​Set tags

​Change status

​Change account owner

​Errors

Clients

The client object

List / search clients

Query parameters

Example request

Example response — `200 OK`

Get a client

Example request

Create a client

Body parameters

Example request

Example response — `201 Created`

Update a client

Body parameters

Example request

Example response — `200 OK`

Delete a client

Example request

Example response — `200 OK`

Set tags

Change status

Change account owner

Errors