Create entity group

POST/api/v1/advisory-firms/{firm_id}/entity-groups

Create a named group of related client businesses. Requires owner or admin role. Initial members may be provided via business_ids.

Operation ID: create_entity_group_api_v1_advisory_firms__firm_id__entity_groups_post·View as markdown·OpenAPI slice

Authentication

Bearer token authentication. Pass your DayZero API token in the Authorization header and the target business UUID in x-business-id.

Parameters

Path

firm_idstringrequired

Request body

Schema: CreateEntityGroupRequest

namestringrequired
descriptionstring
group_typestring: Semantic tag for the group (e.g. 'consolidation')
primary_business_idstring: Optional parent/holding entity of the group
business_idsarray · string: Initial member businesses (must be active firm clients)

Responses

201Successful Response

Schema: SuccessEnvelope_EntityGroupResponse_

successboolean
messagestring
codestring
dataEntityGroupResponse

400Bad Request - Invalid input

401Unauthorized - Authentication required

403Forbidden - Insufficient permissions

409Conflict - Resource already exists

422Validation Error

Schema: HTTPValidationError

detailarray · ValidationErrorValidationError

5 fields

locarray · string | integerrequired
msgstringrequired
typestringrequired
inputobject
ctxobject

Code samples

POST/api/v1/advisory-firms/{firm_id}/entity-groups

bash

curl -X POST 'https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID' \
  -H 'Content-Type: application/json' \
  -d '{
  "name": "string"
}'