Clients
Use these methods to manage client profiles and obtain client-related data.
GET[host]/api/v2/clients |
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GET[host]/api/v2/clients/{clientId} |
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POST[host]/api/v2/clients |
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PATCH[host]/api/v2/clients/{clientId} |
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DELETE[host]/api/v2/clients/{clientId} |
Get a client list
Use this method to get a list of the clients registered in the Back Office.
Note
If such a request is made by an admin user that is only permitted to view clients with certain tags, a response includes only the list of clients marked with these tags.
Request
Header parameters:
Authorization: Bearer <access_token>
Query parameters:
The following filter parameters are available for this method:
- clientId
The client identifier.
The client email address.
- name
The client name.
- nickname
The client nickname.
- managerIds
A comma-separated list of integer values identifying the client managers.
- countryCodes
The numeric code of a client’s country of residence (as per ISO 3166).
- city
The client’s city.
- statusIds
A comma-separated list of integer values identifying the client profile statuses.
- internalTypeIds
A comma-separated list of integer values identifying the internal categories assigned to clients.
- companyShortName
The client company short name.
- companyFullName
The client company full name.
- riskLevelIds
A comma-separated list of integer values identifying the client risk levels.
- typeIds
A comma-separated list of integer values identifying the categories assigned to clients (such as
Individual
orCorporate
).- verificationLevelIds
A comma-separated list of integer values identifying the verification levels obtained by clients.
Refer to the Query parameters section in the API Overview for details on applying filter parameters.
GET[host]/api/v2/clients
curl --location -g --request GET 'https://host.name/api/v2/clients?limit=10&offset=0&sort_order=desc&sort_by=createTime&filter[clientId]=1&filter[emails]=foo@bar.com&filter[name]=Sergey&filter[nickname]=Voronov&filter[managerIds]=1, 2, 3&filter[countryCodes]=1, 2, 3&filter[city]=New York&filter[statusIds]=1, 2, 3&filter[internalTypeIds]=1, 2, 3&filter[companyShortName]=Company name&filter[companyFullName]=Company full name&filter[riskLevelIds]=1, 2, 3&filter[typeIds]=1, 2, 3&filter[verificationLevelIds]=-96750485' \
--header 'Authorization: Bearer <token>'
Response
A response includes an array of Client objects providing information about the clients matching the request parameters.
Get client details
Use this method to obtain detailed information about a specified client.
Request
Header parameters:
Authorization: Bearer <access_token>
Path parameters:
- clientId required
The client identifier.
GET[host]/api/v2/clients/{clientId}
curl --location --request GET 'https://host.name/api/v2/clients/1' \
--header 'Authorization: Bearer <token>'
Response
A response contains a Client object providing information about the specified client.
Create a client profile
Use this method to register a new client and create a client profile.
Request
Header parameters:
Authorization: Bearer <token>
Body:
Important
The parameters that must be specified for a new client profile depend on the Registration wizard configuration.
To view the wizard configuration, navigate to System > Wizards in the Back Office, and then find a wizard of the registration type in a list.
The parameters listed below are for illustration purposes.
- info object
The object specifying client personal data.
Show object fields- givenName string
The client’s first name.
- familyName string
The client’s last name.
- middleName string
The client’s middle name.
- birthday string
The client’s date of birth.
- addresses object
The object specifying a numeric country code indicating a client’s location.
Show object fields- country_code string
The numeric code of a country.
- phones object
The object specifying one or several client phone numbers.
Show object fields- phone string
The client phone number.
- email string
The email address used by a client to sign in to the B2Core UI.
POST[host]/api/v2/clients
curl --location --request POST 'https://host.name/api/v2/clients' \
--header 'Authorization: Bearer <token>' \
--data-raw '{
"info": {
"givenName": "John",
"familyName": "Doe"
},
"addresses": {
"0": {
"country_code": "784"
}
},
"phones": {
"0": {
"phone": "+971000000000"
}
},
"email": "jdoe@example.com"
}'
Response
A response includes a Client object providing information about the created client profile.
Update a client profile
Use this method to update client profile data.
Request
Header parameters:
Authorization: Bearer <token>
Path parameters:
- clientID required
The client identifier.
Body:
The following field values can be updated:
- tfaProvidersForDisable array
An array of string values specifying the 2FA methods that you want to disable for a client. Possible values:
sms
— SMS codesgoogle
— the Google Authenticator app
- givenName string
The client’s first name.
- familyName string
The client’s last name.
- middleName string
The client’s middle name.
- birthday string
The client’s date of birth.
- maxAccountsDemo integer
The maximum number of demo trading accounts that a client can open.
- maxAccountsTrade integer
The maximum number of live trading accounts that a client can open.
- sex integer
The client gender. Possible values:
1
— male2
— female3
— undefined
- countryCode integer
The numeric code of a client country (as per ISO 3166).
- typeId integer
The identifier of a client type.
- managerId integer
The identifier of a client manager.
- levelId integer
The identifier of a verification level granted to a client.
- company string
The name of a client company.
- companyFull string
The full name of a client company.
- companyRegistration string
The registered company name.
- registrationNumber string
The registration number of a client company.
- nickname string
The client username.
- locale string
The locale identifier (such as
en_US
).- applicationColor string
The color used to highlight client requests in the Back Office. You can specify the color name, or define its HEX or RGBA value.
- email string
The email address used by a client to sign in to the B2Core UI.
- tags array
An array of string values specifying the tags assigned to a client.
- verificationDisabled integer
If
1
, a client is allowed to obtain a higher verification level; otherwise,0
.- internalType integer
The identifier of an internal client type. Possible values:
0
— default1
— b2b2
— demo3
— exchange4
— agent
- status integer
The identifier of a client profile status. Possible values:
1
— active10
— banned20
— deleted0
— inactive
- avatar string
The name of an image file used as a profile photo.
- riskLevel integer
The identifier of a risk level assigned to a client profile. Possible values:
0
— low2
— middle3
— high
PATCH[host]/api/v2/clients/{clientId}
curl --location --request PATCH 'https://host.name/api/v2/clients/1' \
--header 'Authorization: Bearer <token>' \
--header 'accept-language: ja' \
--data-raw '{
"tfaProvidersForDisable": [
"sms",
"google"
],
"givenName": "John",
"familyName": "Doe",
"middleName": "James",
"birthday": "2022-01-01T00:00:00+00:00",
"maxAccountsDemo": 1,
"maxAccountsTrade": 3,
"sex": 1,
"countryCode": 840,
"typeId": 1,
"managerId": 7,
"levelId": 2,
"company": "Trading Factory",
"companyFull": "Trading Factory Inc.",
"companyRegistration": "Trading Factory Inc.",
"nickname": "",
"locale": "en_EN",
"registrationNumber": "1234567890",
"applicationColor": "#FFFFFF",
"email": "john.doe@example.com",
"tags": [
"tag1",
"tag2"
],
"verificationDisabled": 1,
"internalType": 4,
"status": 1,
"avatar": "image.png",
"riskLevel": 1
}'
Response
A response includes a Client object providing the information about the updated client profile.
Remove a client profile
Use this method to remove a specified client profile.
Request
Header parameters:
Authorization: Bearer <token>
Path parameters:
- clientID required
The client identifier.
DELETE[host]/api/v2/clients/{clientId}
curl --location --request DELETE 'https://host.name/api/v2/clients/1' \
--header 'Authorization: Bearer <token>' \
--header 'accept-language: ja'
Response
In case of success, no response body is returned.