Start free trial

Create advisory firm

POST/api/v1/advisory-firms

Create a new advisory firm.

Operation ID: create_advisory_firm_api_v1_advisory_firms_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.

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

401Unauthorized - Authentication required

409Conflict - Resource already exists

422Validation Error

Schema: HTTPValidationError

detailarray · ValidationErrorValidationError
5 fields
locarray · string | integerrequired
msgstringrequired
typestringrequired
inputobject
ctxobject