ClientCasa
API

Clients

Manage clients — the financial entity in the CRM.

GET
/api/v1/clients

Authorization

x-api-key<token>

In: header

Query Parameters

page?integer
Default1
Range1 <= value
pageSize?integer
Default25
Range1 <= value <= 100
status?string
Value in"new" | "contacted" | "qualified" | "active" | "inactive" | "declined" | "spam"

Response Body

application/json

application/json

application/json

application/json

application/json

application/json

curl -X GET "https://www.clientcasa.com/api/v1/clients"
{
  "data": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440000",
      "name": "string",
      "status": "new",
      "notes": "string",
      "taxSettings": {
        "defaultTaxable": true,
        "overrideTaxRate": true,
        "taxRate": 100
      },
      "invoiceRemindersEnabled": true,
      "attachInvoicePdf": true,
      "attachReceiptPdf": true,
      "recurringBilling": {
        "status": "active",
        "nextBillingDate": "2019-08-24"
      },
      "sourceSubmissionId": "550e8400-e29b-41d4-a716-446655440000",
      "createdAt": "2019-08-24T14:15:22Z",
      "updatedAt": "2019-08-24T14:15:22Z"
    }
  ],
  "pagination": {
    "page": 1,
    "pageSize": 1,
    "total": 0,
    "totalPages": 0,
    "hasMore": true
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
POST
/api/v1/clients

Authorization

x-api-key<token>

In: header

Header Parameters

Idempotency-Key?string

Optional unique key that makes this create safely retryable. Replaying the same key returns the original response instead of creating a duplicate; reusing a key with a different request body returns 409.

Lengthlength <= 255

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

application/json

application/json

application/json

application/json

application/json

curl -X POST "https://www.clientcasa.com/api/v1/clients" \  -H "Content-Type: application/json" \  -d '{    "name": "string"  }'
{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "name": "string",
  "status": "new",
  "notes": "string",
  "taxSettings": {
    "defaultTaxable": true,
    "overrideTaxRate": true,
    "taxRate": 100
  },
  "invoiceRemindersEnabled": true,
  "attachInvoicePdf": true,
  "attachReceiptPdf": true,
  "recurringBilling": {
    "status": "active",
    "nextBillingDate": "2019-08-24"
  },
  "sourceSubmissionId": "550e8400-e29b-41d4-a716-446655440000",
  "createdAt": "2019-08-24T14:15:22Z",
  "updatedAt": "2019-08-24T14:15:22Z"
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
GET
/api/v1/clients/{id}

Authorization

x-api-key<token>

In: header

Path Parameters

id*string

UUID v4

Formatuuid

Response Body

application/json

application/json

application/json

application/json

application/json

application/json

curl -X GET "https://www.clientcasa.com/api/v1/clients/550e8400-e29b-41d4-a716-446655440000"
{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "name": "string",
  "status": "new",
  "notes": "string",
  "taxSettings": {
    "defaultTaxable": true,
    "overrideTaxRate": true,
    "taxRate": 100
  },
  "invoiceRemindersEnabled": true,
  "attachInvoicePdf": true,
  "attachReceiptPdf": true,
  "recurringBilling": {
    "status": "active",
    "nextBillingDate": "2019-08-24"
  },
  "sourceSubmissionId": "550e8400-e29b-41d4-a716-446655440000",
  "createdAt": "2019-08-24T14:15:22Z",
  "updatedAt": "2019-08-24T14:15:22Z"
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
PATCH
/api/v1/clients/{id}

Authorization

x-api-key<token>

In: header

Path Parameters

id*string

UUID v4

Formatuuid

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

application/json

application/json

application/json

application/json

application/json

curl -X PATCH "https://www.clientcasa.com/api/v1/clients/550e8400-e29b-41d4-a716-446655440000" \  -H "Content-Type: application/json" \  -d '{}'
{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "name": "string",
  "status": "new",
  "notes": "string",
  "taxSettings": {
    "defaultTaxable": true,
    "overrideTaxRate": true,
    "taxRate": 100
  },
  "invoiceRemindersEnabled": true,
  "attachInvoicePdf": true,
  "attachReceiptPdf": true,
  "recurringBilling": {
    "status": "active",
    "nextBillingDate": "2019-08-24"
  },
  "sourceSubmissionId": "550e8400-e29b-41d4-a716-446655440000",
  "createdAt": "2019-08-24T14:15:22Z",
  "updatedAt": "2019-08-24T14:15:22Z"
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
DELETE
/api/v1/clients/{id}

Authorization

x-api-key<token>

In: header

Path Parameters

id*string

UUID v4

Formatuuid

Response Body

application/json

application/json

application/json

application/json

application/json

curl -X DELETE "https://www.clientcasa.com/api/v1/clients/550e8400-e29b-41d4-a716-446655440000"
Empty
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}
{
  "error": {
    "code": "unauthorized",
    "message": "string",
    "requestId": "string",
    "details": {
      "property1": null,
      "property2": null
    }
  }
}

Tax & billing fields

  • taxSettings — per-client sales-tax config (defaultTaxable, overrideTaxRate, taxRate). Writable: send the complete object to set it (it replaces the stored group); omit it to leave the existing settings unchanged.
  • invoiceRemindersEnabled — writable; turn off to silence payment reminders for all of this client's invoices.
  • recurringBilling — read-only system state. null when the client isn't on recurring billing; otherwise { status, nextBillingDate }. The internal dunning/Stripe mechanics (retry counts, last error, connected account) are not exposed.
  • sourceSubmissionId — read-only; the form submission that created this lead, if any.

Changelog

Notable changes to the ClientCasa REST API. Each entry lists added, changed, deprecated, and removed items so partner integrations can adapt safely.

Contacts

Manage contacts — people you communicate with, with or without a client relationship.

On this page

Tax & billing fields