Create counterparty

Creates a counterparty.

POST/v1/counterpartiesRun in dashboard

If externalId is provided, it must be unique within the organization.

Requires an API key with the counterparties.manage action.

Headers

  • x-project-id · string · min length 1 · example prj_example

    Required for dashboard sessions. API keys use their assigned project.

  • Idempotency-Key · string

    Use a unique 1–255 printable ASCII key per operation. Reuse it with the same request on retries. An in-flight attempt returns 409; a changed request returns 422. Retry and recovery rules.

Request body

application/json · required

Create counterparty request body.

  • externalId · string · min length 1 · max length 256 · example customer_42

    Caller-supplied opaque identifier for cross-system reference. Do not place personal data in this indexed field.

  • entityType · string · required · one of individual, business · example individual

    Counterparty entity type.

  • displayName · string · required · min length 1 · max length 512 · example Jane Doe

    Human-readable, searchable display name. Keep it minimal because this indexed field is not application-encrypted.

Responses

  • 201 Counterparty created

    • data · object · required

      Counterparty response payload.

      • counterparty · object · required

        Counterparty record.

        • id · string · required · min length 1 · example cpty_example

          Counterparty identifier.

        • organizationId · string · required · min length 1 · example org_example

          Organization identifier.

        • projectId · string | null · required · min length 1 · example prj_example

          Project scope when the counterparty is project-scoped.

        • externalId · string | null · required · example customer_42

          Caller-supplied opaque identifier for cross-system reference. Do not place personal data in this indexed field.

        • entityType · string · required · one of individual, business · example individual

          Counterparty entity type.

        • displayName · string · required · example Jane Doe

          Human-readable, searchable display name. Keep it minimal because this indexed field is not application-encrypted.

        • status · string · required · one of active, archived · example active

          Counterparty status.

        • createdBy · string | null · required · min length 1 · example usr_example

          User who created the counterparty. Null when created via API key.

        • createdAt · string · required · format date-time · example 2025-01-01T00:00:00.000Z

          Creation timestamp.

        • updatedAt · string · required · format date-time · example 2025-01-02T00:00:00.000Z

          Last update timestamp.

    • meta · object · required

      Response metadata.

      • requestId · string · required · min length 1 · example req_example

        Request identifier for tracing.

      • timestamp · string · required · format date-time · example 2025-01-01T00:00:00.000Z

        ISO 8601 timestamp.

  • 400 Bad Request

    • error · object · required

      Standard error payload.

      • code · string · required

        Machine-readable error code.

      • message · string · required

        Human-readable error message.

      • details · object

        Optional error details for debugging.

        • * · any
    • meta · object

      • requestId · string · min length 1 · example req_example

        Request identifier for tracing.

  • 401 Unauthorized

    Same fields as 400.

  • 403 Forbidden. Requires the counterparties.manage action: an API key must hold it (a module's manage or execute also covers its read), and a signed-in member's organization role must include it. Without it the error is INSUFFICIENT_PERMISSIONS and error.details.action names the action. Any other 403 names its own reason.

    Same fields as 400.

  • 409 Conflict

    Same fields as 400.

  • 422 Unprocessable Entity

    Same fields as 400.

  • 500 Internal Server Error

    Same fields as 400.

Example request

IDEMPOTENCY_KEY=$(uuidgen)
curl -X POST 'https://api-beta.solana.com/v1/counterparties' \
  -H "Authorization: Bearer $SDP_API_KEY" \
  -H "Idempotency-Key: $IDEMPOTENCY_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "externalId": "customer_42",
    "entityType": "individual",
    "displayName": "Jane Doe"
  }'
// Reuse this key when you retry this request.
const idempotencyKey = crypto.randomUUID();
const res = await fetch("https://api-beta.solana.com/v1/counterparties", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.SDP_API_KEY}`,
    "Idempotency-Key": idempotencyKey,
    "Content-Type": "application/json"
  },
  body: JSON.stringify({
    "externalId": "customer_42",
    "entityType": "individual",
    "displayName": "Jane Doe"
  })
});
import os, requests, uuid

# Reuse this key when you retry this request.
idempotency_key = str(uuid.uuid4())
r = requests.post("https://api-beta.solana.com/v1/counterparties",
  headers={"Authorization": f"Bearer {os.environ['SDP_API_KEY']}", "Idempotency-Key": idempotency_key},
  json={
    "externalId": "customer_42",
    "entityType": "individual",
    "displayName": "Jane Doe"
  })

Example responses

JSON
{
  "data": {
    "counterparty": {
      "id": "cpty_example",
      "organizationId": "org_example",
      "projectId": "prj_example",
      "externalId": "customer_42",
      "entityType": "individual",
      "displayName": "Jane Doe",
      "status": "active",
      "createdBy": "usr_example",
      "createdAt": "2025-01-01T00:00:00.000Z",
      "updatedAt": "2025-01-02T00:00:00.000Z"
    }
  },
  "meta": {
    "requestId": "req_example",
    "timestamp": "2025-01-01T00:00:00.000Z"
  }
}
JSON
{
  "error": {
    "code": "INSUFFICIENT_PERMISSIONS",
    "message": "Missing action: counterparties.manage",
    "details": {
      "action": "counterparties.manage"
    }
  },
  "meta": {
    "requestId": "req_example"
  }
}

Error responses use the standard error shape.