Get a person
Retrieve a person by ID
Authorizations
OAuth 2.0 Bearer Token from Clerk authentication
Path Parameters
The person ID
Response
successful
The person ID
"abc123xyz"
The book ID
"book123xyz"
"John"
"Doe"
The household ID
"xyz789abc"
The contact ID (present when person belongs to a contact)
"cnt456def"
The entity type this person belongs to
client, prospect, contact, past_client "client"
"Robert"
"Mr."
"Jr."
"Smith"
female, male, nonbinary, other, prefer_not_to_say "male"
"CPA, CFP"
Only present when person belongs to a household
head_of_household, partner, spouse, dependent_child, other_adult, other_dependent, unknown, deceased, non_dependent_child, grandchild "head_of_household"
"Johnny"
Date of birth
"1985-06-15"
Job title
"Software Engineer"
Obfuscated social security number
"***-**-6789"
Obfuscated driver's license number
"******7890"
Array of email addresses with primary designation
Array of phone numbers with primary designation
Array of addresses with primary designation
Array of employment records
Custom field values as key-value pairs
{
"preferred_contact_method": "Email",
"risk_tolerance": "Moderate"
}