Get a person
curl --request GET \
--url https://api.montereyfinancial.app/v1/persons/{party_id} \
--header 'Authorization: Bearer <token>'import requests
url = "https://api.montereyfinancial.app/v1/persons/{party_id}"
headers = {"Authorization": "Bearer <token>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};
fetch('https://api.montereyfinancial.app/v1/persons/{party_id}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.montereyfinancial.app/v1/persons/{party_id}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://api.montereyfinancial.app/v1/persons/{party_id}"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("Authorization", "Bearer <token>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://api.montereyfinancial.app/v1/persons/{party_id}")
.header("Authorization", "Bearer <token>")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.montereyfinancial.app/v1/persons/{party_id}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'
response = http.request(request)
puts response.read_body{
"id": "<string>",
"display_name": "<string>",
"first_name": "<string>",
"last_name": "<string>",
"is_active": true,
"date_of_birth": "2023-12-25",
"ssn_last_four": "<string>",
"primary_phone": "<string>",
"primary_email": "<string>",
"preferred_language": "<string>",
"contact_methods": [
{
"type": "<string>",
"value": "<string>",
"is_primary": true,
"is_active": true,
"extension": "<string>",
"usage_type": "<string>",
"verified_at": "2023-11-07T05:31:56Z",
"line_type": "<string>",
"carrier_name": "<string>",
"is_textable": true,
"deactivated_at": "2023-11-07T05:31:56Z"
}
],
"addresses": [
{
"party_address_id": "<string>",
"type": "<string>",
"is_current": true,
"line_1": "<string>",
"city": "<string>",
"state": "<string>",
"zip5": "<string>",
"country": "<string>",
"line_2": "<string>",
"zip4": "<string>",
"effective_from": "2023-12-25",
"effective_until": "2023-12-25"
}
]
}{
"detail": {
"error_code": "<string>"
}
}{
"detail": [
{
"loc": [
"<string>"
],
"msg": "<string>",
"type": "<string>",
"input": "<unknown>",
"ctx": {}
}
]
}Persons
Get a person
Returns an enriched person with active contact methods and current addresses. Returns 404 if the person isn’t reachable by this token.
GET
/
v1
/
persons
/
{party_id}
Get a person
curl --request GET \
--url https://api.montereyfinancial.app/v1/persons/{party_id} \
--header 'Authorization: Bearer <token>'import requests
url = "https://api.montereyfinancial.app/v1/persons/{party_id}"
headers = {"Authorization": "Bearer <token>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};
fetch('https://api.montereyfinancial.app/v1/persons/{party_id}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.montereyfinancial.app/v1/persons/{party_id}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://api.montereyfinancial.app/v1/persons/{party_id}"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("Authorization", "Bearer <token>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://api.montereyfinancial.app/v1/persons/{party_id}")
.header("Authorization", "Bearer <token>")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.montereyfinancial.app/v1/persons/{party_id}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'
response = http.request(request)
puts response.read_body{
"id": "<string>",
"display_name": "<string>",
"first_name": "<string>",
"last_name": "<string>",
"is_active": true,
"date_of_birth": "2023-12-25",
"ssn_last_four": "<string>",
"primary_phone": "<string>",
"primary_email": "<string>",
"preferred_language": "<string>",
"contact_methods": [
{
"type": "<string>",
"value": "<string>",
"is_primary": true,
"is_active": true,
"extension": "<string>",
"usage_type": "<string>",
"verified_at": "2023-11-07T05:31:56Z",
"line_type": "<string>",
"carrier_name": "<string>",
"is_textable": true,
"deactivated_at": "2023-11-07T05:31:56Z"
}
],
"addresses": [
{
"party_address_id": "<string>",
"type": "<string>",
"is_current": true,
"line_1": "<string>",
"city": "<string>",
"state": "<string>",
"zip5": "<string>",
"country": "<string>",
"line_2": "<string>",
"zip4": "<string>",
"effective_from": "2023-12-25",
"effective_until": "2023-12-25"
}
]
}{
"detail": {
"error_code": "<string>"
}
}{
"detail": [
{
"loc": [
"<string>"
],
"msg": "<string>",
"type": "<string>",
"input": "<unknown>",
"ctx": {}
}
]
}Authorizations
Short-lived access token minted by POST /v1/oauth/token.
Path Parameters
Response
Successful Response
Detailed person record with contact methods and current addresses.
The person's unique party ID.
The person's client-facing display name.
The person's first name.
The person's last name.
Whether the person is active.
The person's date of birth.
Last four SSN digits; the full hash is never exposed.
Preferred active phone, or newest active phone.
Preferred active email, or newest active email.
Preferred language code.
Active client-safe phone and email methods.
Show child attributes
Show child attributes
Current client-safe addresses.
Show child attributes
Show child attributes