Get client
get_clientRetrieve a client's account details by UUID, including roles, advisers, groups, tags and review dates. Add include_contact_details to return email, phone and custom field values.
Instructions
One account (usually a client) by UUID: name, type and role, adviser, administrator and paraplanner, owners, groups, tags, households, service level, review, agreement and first-contact dates, and custom field names. Email, phone, custom field values and third-party references only with include_contact_details. Uses GET /api/v1/account/{uuid}.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_uuid | Yes | Account UUID | |
| include_contact_details | No | Include email address, primary email and phone, custom field values and third-party references. Off by default. |