Schedule a pilot

Create advisory firm

POST/api/v1/advisory-firms

Create a new advisory firm.

Operation ID: create_advisory_firm·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.

Request body

Schema: AdvisoryFirmCreateRequest

namestringrequired

Firm name.

addressstring

Firm business address.

einstring

Tax Employer Identification Number.

logo_urlstring

URL or S3 key for the firm logo.

stripe_customer_idstring

Stripe customer ID for subscription billing.

client_messaging_enabledboolean

Whether clients can use the messaging portal.

ap_automation_enabledboolean

Whether clients see the AP automation bills page in the client portal.

client_visible_integrationsarray · string

Integration IDs visible to clients in the client portal.

client_ai_assistant_enabledboolean

Whether clients can use the read-only AI assistant in the client portal.

client_digest_email_enabledboolean

Whether clients receive the proactive financial digest email.

client_digest_frequencystring

Cadence of the client digest email: 'weekly' or 'monthly'.

One of: weekly, monthly

mfa_enforcedboolean

When true, firm owners/admins must use Clerk MFA for sensitive actions.

Responses

201Successful Response

Schema: SuccessEnvelope_AdvisoryFirmResponse_

successboolean
messagestring
codestring
dataAdvisoryFirmResponse

400Bad Request - Invalid input

Schema: ErrorResponse

errorstringrequired

Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.

messagestringrequired

Human-readable explanation, safe to show to end users.

codestringrequired

Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).

request_idstring

Correlation id for support requests. Echoes the x-request-id request header when one was supplied.

errorsobject

Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

401Unauthorized - Missing/invalid token or no access to this business

Schema: ErrorResponse

errorstringrequired

Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.

messagestringrequired

Human-readable explanation, safe to show to end users.

codestringrequired

Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).

request_idstring

Correlation id for support requests. Echoes the x-request-id request header when one was supplied.

errorsobject

Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

409Conflict - Resource already exists or is in an incompatible state

Schema: ErrorResponse

errorstringrequired

Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.

messagestringrequired

Human-readable explanation, safe to show to end users.

codestringrequired

Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).

request_idstring

Correlation id for support requests. Echoes the x-request-id request header when one was supplied.

errorsobject

Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

422Validation Error

Schema: ErrorResponse

errorstringrequired

Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.

messagestringrequired

Human-readable explanation, safe to show to end users.

codestringrequired

Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).

request_idstring

Correlation id for support requests. Echoes the x-request-id request header when one was supplied.

errorsobject

Field-level validation messages keyed by field name. Present on 400/422 validation failures only.