Create a client account
HTTPPOST to /v1/accounts/clientRequest body
namestringrequired
The account name.
currencystringrequired
The account's currency.
ISO 4217 3 character currency code.
Note: Lune does not support all currency codes.
GBPEURUSDSEKCHFbeneficiarystring
The account beneficiary. Leading and trailing spaces are removed.
handlestring
Pattern: ^[a-z0-9-_]+$
handle is a client defined URL-friendly string that identifies the account.
The handle is unique per organisation and account type.
external_pages_visibilitystring
Enum to control the visibility of external pages such as sustainability and analytics pages.
publichiddenResponse
Client accounts are designed for clients working with multi-tenancy applications.
Client accounts are created programmatically. The API key (created in live or test mode) determines whether the Client account is a live or test account.
Create a Client Account for each of your customers to segregate their API operations.
Use the special Lune-Account header to perform operations against a specific Client Account.
idstringrequired
The Account's unique identifier
namestringrequired
The Account's name
organisation_idstringrequired
The unique identifier of the organisation this account belongs to
handlestringrequirednullable
Pattern: ^[a-z0-9-_]+$
handle is a client defined URL-friendly string that identifies the account.
The handle is unique per organisation and account type.
currencystringrequired
The account's currency.
ISO 4217 3 character currency code.
Note: Lune does not support all currency codes.
GBPEURUSDSEKCHFtypestringrequired
The account's type.
livetestlogostringrequirednullable
The account logo
beneficiarystringrequirednullable
Retirement beneficiary
This is the name that appears on future retirements that are made in this account. If none is present, the organisation beneficiary will be used instead.
bundle_portfolio_idstringrequirednullable
Bundle portfolio id tied to the account.
external_pages_visibilitystringrequired
Enum to control the visibility of external pages such as sustainability and analytics pages.
publichiddenErrors
This API operation can return the following errors:400api_version_invalid400bundle_selection_ratios_invalid400bundle_selection_bundle_invalid400order_value_invalid400bundle_id_invalid400id_invalid400distance_invalid400test_account_name_update_disallowed400bundle_selection_ratios_invalid_format400address_not_foundList client accounts
HTTPGET to /v1/accounts/clientSample request
Query parameters
limitstring
Pattern: ^\d+$
Maximum number of resources to return, between 1 and 100.
afterstring
A cursor for use in pagination.
The cursor that points to the starting item of the next page of results. If not provided, the first page of results is returned.
namestring
Pattern: ^[a-zA-Z0-9_]{3,}$
Filter accounts based on name (case insensitive).
The value can appear at the beggining, middle or end on the actual account name.
Response
has_morebooleanrequired
Whether or not there are more elements available after this set.
If false, this set comprises the end of the array.
Part of a paginated response.
next_cursorstringrequirednullable
The cursor value to be used as the after parameter for fetching the next page of results.
null if has_more is false.
dataarrayrequired
An array of Client Account objects
Part of a paginated response.
object
Client accounts are designed for clients working with multi-tenancy applications.
Client accounts are created programmatically. The API key (created in live or test mode) determines whether the Client account is a live or test account.
Create a Client Account for each of your customers to segregate their API operations.
Use the special Lune-Account header to perform operations against a specific Client Account.
idstringrequired
The Account's unique identifier
namestringrequired
The Account's name
organisation_idstringrequired
The unique identifier of the organisation this account belongs to
handlestringrequirednullable
Pattern: ^[a-z0-9-_]+$
handle is a client defined URL-friendly string that identifies the account.
The handle is unique per organisation and account type.
currencystringrequired
The account's currency.
ISO 4217 3 character currency code.
Note: Lune does not support all currency codes.
GBPEURUSDSEKCHFtypestringrequired
The account's type.
livetestlogostringrequirednullable
The account logo
beneficiarystringrequirednullable
Retirement beneficiary
This is the name that appears on future retirements that are made in this account. If none is present, the organisation beneficiary will be used instead.
bundle_portfolio_idstringrequirednullable
Bundle portfolio id tied to the account.
external_pages_visibilitystringrequired
Enum to control the visibility of external pages such as sustainability and analytics pages.
publichiddenErrors
This API operation can return the following errors:400api_version_invalid400bundle_selection_ratios_invalid400bundle_selection_bundle_invalid400order_value_invalid400bundle_id_invalid400id_invalid400distance_invalid400test_account_name_update_disallowed400bundle_selection_ratios_invalid_format400address_not_foundGet a client account
HTTPGET to /v1/accounts/client/meSample request
Response
Client accounts are designed for clients working with multi-tenancy applications.
Client accounts are created programmatically. The API key (created in live or test mode) determines whether the Client account is a live or test account.
Create a Client Account for each of your customers to segregate their API operations.
Use the special Lune-Account header to perform operations against a specific Client Account.
idstringrequired
The Account's unique identifier
namestringrequired
The Account's name
organisation_idstringrequired
The unique identifier of the organisation this account belongs to
handlestringrequirednullable
Pattern: ^[a-z0-9-_]+$
handle is a client defined URL-friendly string that identifies the account.
The handle is unique per organisation and account type.
currencystringrequired
The account's currency.
ISO 4217 3 character currency code.
Note: Lune does not support all currency codes.
GBPEURUSDSEKCHFtypestringrequired
The account's type.
livetestlogostringrequirednullable
The account logo
beneficiarystringrequirednullable
Retirement beneficiary
This is the name that appears on future retirements that are made in this account. If none is present, the organisation beneficiary will be used instead.
bundle_portfolio_idstringrequirednullable
Bundle portfolio id tied to the account.
external_pages_visibilitystringrequired
Enum to control the visibility of external pages such as sustainability and analytics pages.
publichiddenErrors
This API operation can return the following errors:400api_version_invalid400bundle_selection_ratios_invalid400bundle_selection_bundle_invalid400order_value_invalid400bundle_id_invalid400id_invalid400distance_invalid400test_account_name_update_disallowed400bundle_selection_ratios_invalid_format400address_not_foundUpdate a client account
HTTPPUT to /v1/accounts/client/{id}Query parameters
idstringrequired
The account's unique identifier
Request body
It's only possible to edit the name and beneficiary of an account.
Not providing the beneficiary property will result in clearing the existing value (if present).
namestringrequired
The account name.
beneficiarystring
The account beneficiary. Leading and trailing spaces are removed.
bundle_portfolio_idstring
The bundle portfolio unique identifier.
handlestring
Pattern: ^[a-z0-9-_]+$
handle is a client defined URL-friendly string that identifies the account.
The handle is unique per organisation and account type.
external_pages_visibilitystring
Either hidden or public. Controls the visibility of external pages such as sustainability and analytics pages. Default is hidden
publichiddenResponse
Client accounts are designed for clients working with multi-tenancy applications.
Client accounts are created programmatically. The API key (created in live or test mode) determines whether the Client account is a live or test account.
Create a Client Account for each of your customers to segregate their API operations.
Use the special Lune-Account header to perform operations against a specific Client Account.
idstringrequired
The Account's unique identifier
namestringrequired
The Account's name
organisation_idstringrequired
The unique identifier of the organisation this account belongs to
handlestringrequirednullable
Pattern: ^[a-z0-9-_]+$
handle is a client defined URL-friendly string that identifies the account.
The handle is unique per organisation and account type.
currencystringrequired
The account's currency.
ISO 4217 3 character currency code.
Note: Lune does not support all currency codes.
GBPEURUSDSEKCHFtypestringrequired
The account's type.
livetestlogostringrequirednullable
The account logo
beneficiarystringrequirednullable
Retirement beneficiary
This is the name that appears on future retirements that are made in this account. If none is present, the organisation beneficiary will be used instead.
bundle_portfolio_idstringrequirednullable
Bundle portfolio id tied to the account.
external_pages_visibilitystringrequired
Enum to control the visibility of external pages such as sustainability and analytics pages.
publichiddenErrors
This API operation can return the following errors:400api_version_invalid400bundle_selection_ratios_invalid400bundle_selection_bundle_invalid400order_value_invalid400bundle_id_invalid400id_invalid400distance_invalid400test_account_name_update_disallowed400bundle_selection_ratios_invalid_format400address_not_foundPartially update a client account
HTTPPATCH to /v1/accounts/client/{id}Query parameters
idstringrequired
The account's unique identifier
Request body
Providing null on a property will result in clearing the existing value (if present).
namestring
The account name.
beneficiarystringnullable
The account beneficiary. Leading and trailing spaces are removed.
bundle_portfolio_idstringnullable
The bundle portfolio unique identifier.
handlestring
Pattern: ^[a-z0-9-_]+$
handle is a client defined URL-friendly string that identifies the account.
The handle is unique per organisation and account type.
external_pages_visibilitystring
Controls the visibility of external pages such as sustainability and analytics pages.
Defaults to hidden.
publichiddenResponse
Client accounts are designed for clients working with multi-tenancy applications.
Client accounts are created programmatically. The API key (created in live or test mode) determines whether the Client account is a live or test account.
Create a Client Account for each of your customers to segregate their API operations.
Use the special Lune-Account header to perform operations against a specific Client Account.
idstringrequired
The Account's unique identifier
namestringrequired
The Account's name
organisation_idstringrequired
The unique identifier of the organisation this account belongs to
handlestringrequirednullable
Pattern: ^[a-z0-9-_]+$
handle is a client defined URL-friendly string that identifies the account.
The handle is unique per organisation and account type.
currencystringrequired
The account's currency.
ISO 4217 3 character currency code.
Note: Lune does not support all currency codes.
GBPEURUSDSEKCHFtypestringrequired
The account's type.
livetestlogostringrequirednullable
The account logo
beneficiarystringrequirednullable
Retirement beneficiary
This is the name that appears on future retirements that are made in this account. If none is present, the organisation beneficiary will be used instead.
bundle_portfolio_idstringrequirednullable
Bundle portfolio id tied to the account.
external_pages_visibilitystringrequired
Enum to control the visibility of external pages such as sustainability and analytics pages.
publichiddenErrors
This API operation can return the following errors:400api_version_invalid400bundle_selection_ratios_invalid400bundle_selection_bundle_invalid400order_value_invalid400bundle_id_invalid400id_invalid400distance_invalid400test_account_name_update_disallowed400bundle_selection_ratios_invalid_format400address_not_foundUpdate a client account logo
HTTPPOST to /v1/accounts/client/{id}/logoQuery parameters
idstringrequired
The account's unique identifier
Request body
multipart/form-datalogostring (binary)required
Response
urlstring (https-url)
Uploaded account logo URL
Errors
This API operation can return the following errors:400api_version_invalid400bundle_selection_ratios_invalid400bundle_selection_bundle_invalid400order_value_invalid400bundle_id_invalid400id_invalid400distance_invalid400test_account_name_update_disallowed400bundle_selection_ratios_invalid_format400address_not_found