> ## Documentation Index > Fetch the complete documentation index at: https://entendre.ai/docs/llms.txt > Use this file to discover all available pages before exploring further. # Update client > Updates client details or an allowed lifecycle status. This operation cannot grant organization access. ## OpenAPI ````yaml openapi-public-preview.json PATCH /v1/firm/clients/{client_id} openapi: 3.1.0 info: title: Entendre API version: 1.0.0 description: Programmatic access to crypto-native accounting and treasury operations. servers: - url: https://api.entendre.finance description: Production API. security: - ApiKey: [] tags: - name: Organization description: Read your organization profile and find members for agent assignments. - name: Transactions description: Find transactions, inspect their details and create manual records. - name: Sources description: >- Manage wallets, exchange accounts, bank accounts and other transaction sources. - name: Assets description: Inspect asset acquisitions, remaining quantities and cost basis. - name: Journals description: >- Create and post journal entries, correct eligible entries and sync posted journals to a connected general ledger. - name: Documents description: >- Upload documents, check processing status and link supporting evidence to transactions. - name: Legal Entities description: Manage the legal entities used in your accounting records. - name: Ledger Accounts description: Manage your chart of accounts and find accounts for journal entries. - name: Tags description: Create and manage tags to classify your records. - name: Accruals description: >- Create and post accruals, inspect their status and reverse eligible entries. - name: Cash Application description: Match deposits to invoices and manage the resulting cash applications. - name: Classification description: >- Classify transactions in a batch, post eligible entries and inspect the results. - name: Revaluation description: Run asset revaluations for an accounting period and check their results. - name: Accounting Periods description: Check whether a period is ready to close, then close or reopen it. - name: Income Statement description: View revenue, expenses and net income for a reporting period. - name: Balance Sheet description: View assets, liabilities and equity as of a reporting date. - name: Trial Balance description: Review ledger account balances and debit and credit totals. - name: Closing Positions description: View asset positions at the end of a reporting period. - name: Treasury Balances description: Review treasury balances by asset and source. - name: Realized Gains & Losses description: Review realized gains and losses from asset dispositions. - name: Asset Tax Lots description: Inspect asset tax lots, remaining quantities and cost basis. - name: Schedule of Dispositions description: >- Review asset dispositions and their proceeds, cost basis and gains or losses. - name: Financial Insights description: Review financial insights for your selected reporting context. - name: Agents description: Create agents, schedule their work and inspect their runs. - name: Memory description: Read, search and maintain the memory files your agents use. - name: Connections description: Connect providers, manage authorization and disconnect. - name: GL Mapping description: >- Map ledger accounts and legal entities to your ERP. Import legal entities, tags and chart of accounts. - name: Request description: Request information, documents or connections from a client. - name: Client description: Manage your firm’s client relationships. - name: Team description: Invite team members and manage their access to your firm. - name: Settings description: Read and update your firm settings. paths: /v1/firm/clients/{client_id}: patch: tags: - Client summary: Update client description: >- Update client fields, or change the client status in a separate request. Requires a firm-owned API key with write:firms. Organization-owned keys cannot call this endpoint. Requires a firm administrator. Firm scope comes from the key, not the active client organization. operationId: update_client parameters: - name: client_id in: path required: true description: ID of the client. schema: type: string minLength: 1 example: fcl_507f1f77bcf86cd799439011 requestBody: required: true content: application/json: schema: type: object properties: name: type: string minLength: 1 description: Draft client name. web_address: type: string pattern: ^[a-z0-9](?:[a-z0-9-]*[a-z0-9])?$ description: Draft client Entendre subdomain slug. contact_name: type: - string - 'null' description: Client contact name. contact_email: type: - string - 'null' description: Client contact email. format: email website: type: - string - 'null' description: Client public website. format: uri is_multi_entity: type: boolean description: Whether the client uses multiple legal entities. pending_actions: type: array items: type: object properties: legal_entity_id: type: - string - 'null' description: Legal entity for this action. integration_type: type: string enum: - wallet - exchange - bank - quickbooks - xero - netsuite - ramp - stripe-ar - gmail description: Integration for this action. action_type: type: string enum: - request - connect description: Action the client must complete. required: - integration_type - action_type additionalProperties: false description: Client setup actions. status: type: string enum: - active - archived description: >- New client state. Send it without other fields. A firm API key can only activate a draft; archive and restore need the dashboard. required: [] additionalProperties: false example: contact_name: Alex Smith contact_email: alex@example.com responses: '200': description: The request succeeded. headers: X-Request-Id: description: Support correlation ID. schema: type: string content: application/json: schema: type: object properties: data: $ref: '#/components/schemas/FirmClient' required: - data additionalProperties: false example: data: id: fcl_507f1f77bcf86cd799439011 organization_id: 507f1f77bcf86cd799439012 name: Acme Finance web_address: acme-finance timezone: America/New_York contact_name: Alex Smith contact_email: alex@example.com website: https://example.com logo_url: null status: draft is_multi_entity: false pending_actions: [] legal_entities_count: 1 agents_count: 0 integrations: [] created_at: '2026-08-31T12:00:00Z' updated_at: '2026-08-31T12:00:00Z' '400': description: >- The request is invalid. `error.fields` lists the fields to correct. Nothing was changed. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: VALIDATION_ERROR message: Invalid path, query or request body. request_id: req_example '401': description: The API key is missing, invalid or expired. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: UNAUTHORIZED message: Authentication is required. request_id: req_example '403': description: >- The API key does not have the required scope or is not associated with a user, or the action needs a review in the dashboard. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: FORBIDDEN message: Insufficient access to organization request_id: req_example '404': description: The resource does not exist, or your organization cannot access it. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: RESOURCE_NOT_FOUND message: Resource not found request_id: req_example '409': description: >- The current state of the resource or an accounting rule prevents this operation. Read the resource again before you choose another action. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: CONFLICT message: The resource state does not allow this operation. request_id: req_example '429': description: >- Too many requests. If the response has a `Retry-After` header, wait that many seconds before you retry. Otherwise, read `error.message`. headers: Retry-After: description: Seconds to wait before retrying. schema: type: integer minimum: 1 content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: RATE_LIMITED message: Rate limit exceeded. Retry after 30s. request_id: req_example '500': description: >- An unexpected error occurred. A write can still have taken effect; check the resource before you retry. Give the `request_id` to support. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: INTERNAL_ERROR message: Internal server error request_id: req_example '503': description: >- A service that this operation needs is unavailable. If the response has a `Retry-After` header, wait that many seconds. Check for earlier accepted work before you send the request again. headers: Retry-After: description: Seconds to wait before retrying. schema: type: integer minimum: 1 content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: SERVICE_UNAVAILABLE message: Service unavailable. request_id: req_example components: schemas: FirmClient: type: object properties: id: type: string description: Firm client ID. pattern: ^(?:fcl_)?[a-fA-F0-9]{24}$ example: fcl_507f1f77bcf86cd799439011 organization_id: type: string description: Organization created for this client. name: type: string description: Client organization name. web_address: type: string description: Client Entendre subdomain slug. timezone: type: string description: Client timezone. contact_name: type: string description: Client contact name. contact_email: type: string description: Client contact email. website: type: - string - 'null' description: Client public website. format: uri logo_url: type: - string - 'null' description: Client logo URL. format: uri status: type: string enum: - draft - active - archived description: Client relationship state. is_multi_entity: type: boolean description: Whether the client uses multiple legal entities. pending_actions: type: array description: Setup actions that remain for the client. items: type: object properties: legal_entity_id: type: - string - 'null' description: Legal entity for this action. integration_type: type: string enum: - wallet - exchange - bank - quickbooks - xero - netsuite - ramp - stripe-ar - gmail description: Integration for this action. action_type: type: string enum: - request - connect description: Action the client must complete. required: - legal_entity_id - integration_type - action_type additionalProperties: false legal_entities_count: type: integer minimum: 0 description: Client legal entity count. agents_count: type: integer minimum: 0 description: Client agent count. integrations: type: array description: Available client integrations. items: type: object properties: type: type: string description: Integration type. connected: type: boolean description: Whether the integration is connected. legal_entity_id: type: - string - 'null' description: Connected legal entity. required: - type - connected - legal_entity_id additionalProperties: false default_legal_entity_id: type: string description: Default legal entity created with a new client. readOnly: true created_at: type: - string - 'null' description: Time the client was created. format: date-time updated_at: type: - string - 'null' description: Time the client was last updated. format: date-time required: - id - organization_id - name - web_address - timezone - contact_name - contact_email - website - logo_url - status - is_multi_entity - pending_actions - legal_entities_count - agents_count - integrations - created_at - updated_at additionalProperties: false ErrorResponse: type: object required: - error properties: error: type: object required: - code - message - request_id properties: code: type: string description: Machine-readable error code. message: type: string description: Technical description for developers. fields: type: object additionalProperties: type: string description: >- Present only on VALIDATION_ERROR. Maps failing field paths to reason strings. details: type: object additionalProperties: true description: >- Optional redacted diagnostic details. Request validation uses fields or field_errors. suggested_action: type: string description: A suggested next step. documentation_url: type: string format: uri description: Link to documentation about this error. request_id: type: string description: Unique request ID for support escalation. description: Error details. securitySchemes: ApiKey: type: apiKey in: header name: X-API-Key description: >- Your organization API key. Some operations also need a key that is associated with a user; their pages say so. ````