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The Clients module registers individuals or companies associated with the authenticated business, starts their Persona onboarding, and retrieves their status.

Endpoints

Both endpoints require a JWT sent as a Bearer token.

Create a Client

Request

Response

clientLink is the one-time link the client opens to complete Persona onboarding.

List Clients

Response

The API currently returns Pending, Onboarding, Active, Rejected, and Suspended statuses. externalClientId is null while the client does not yet have a relationship with the external provider.