Modern Treasury · Schema

counterparty_create_request

FintechPaymentsACHWiresTreasury

Properties

Name Type Description
name string A human friendly name for this counterparty.
accounts array The accounts for this counterparty.
email string The counterparty's email.
legal_entity_id string The id of the legal entity.
metadata object Additional data represented as key-value pairs. Both the key and value must be strings.
external_id string An optional user-defined 180 character unique identifier.
send_remittance_advice boolean Send an email to the counterparty whenever an associated payment order is sent to the bank.
verification_status string The verification status of the counterparty.
accounting object
ledger_type string An optional type to auto-sync the counterparty to your ledger. Either `customer` or `vendor`.
taxpayer_identifier string Either a valid SSN or EIN.
legal_entity object
View JSON Schema on GitHub

JSON Schema

modern-treasury-counterparty-create-request-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/counterparty_create_request",
  "title": "counterparty_create_request",
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "A human friendly name for this counterparty.",
      "nullable": true
    },
    "accounts": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "account_type": {
            "$ref": "#/components/schemas/external_account_type"
          },
          "party_type": {
            "type": "string",
            "enum": [
              "business",
              "individual"
            ],
            "nullable": true,
            "description": "Either `individual` or `business`."
          },
          "party_address": {
            "$ref": "#/components/schemas/address_request",
            "description": "Required if receiving wire payments."
          },
          "name": {
            "type": "string",
            "nullable": true,
            "description": "A nickname for the external account. This is only for internal usage and won't affect any payments"
          },
          "account_details": {
            "type": "array",
            "items": {
              "type": "object",
              "properties": {
                "account_number": {
                  "type": "string"
                },
                "account_number_type": {
                  "type": "string",
                  "enum": [
                    "au_number",
                    "base_address",
                    "card_token",
                    "clabe",
                    "ethereum_address",
                    "hk_number",
                    "iban",
                    "id_number",
                    "nz_number",
                    "other",
                    "pan",
                    "polygon_address",
                    "sg_number",
                    "solana_address",
                    "wallet_address"
                  ]
                }
              },
              "required": [
                "account_number"
              ]
            }
          },
          "routing_details": {
            "type": "array",
            "items": {
              "type": "object",
              "properties": {
                "routing_number": {
                  "type": "string"
                },
                "routing_number_type": {
                  "type": "string",
                  "enum": [
                    "aba",
                    "au_bsb",
                    "br_codigo",
                    "ca_cpa",
                    "chips",
                    "cnaps",
                    "dk_interbank_clearing_code",
                    "gb_sort_code",
                    "hk_interbank_clearing_code",
                    "hu_interbank_clearing_code",
                    "id_sknbi_code",
                    "il_bank_code",
                    "in_ifsc",
                    "jp_zengin_code",
                    "my_branch_code",
                    "mx_bank_identifier",
                    "nz_national_clearing_code",
                    "pl_national_clearing_code",
                    "se_bankgiro_clearing_code",
                    "sg_interbank_clearing_code",
                    "swift",
                    "za_national_clearing_code"
                  ]
                },
                "payment_type": {
                  "type": "string",
                  "enum": [
                    "ach",
                    "au_becs",
                    "bacs",
                    "book",
                    "card",
                    "chats",
                    "check",
                    "cross_border",
                    "dk_nets",
                    "eft",
                    "gb_fps",
                    "hu_ics",
                    "interac",
                    "masav",
                    "mx_ccen",
                    "neft",
                    "nics",
                    "nz_becs",
                    "pl_elixir",
                    "provxchange",
                    "ro_sent",
                    "rtp",
                    "se_bankgirot",
                    "sen",
                    "sepa",
                    "sg_giro",
                    "sic",
                    "signet",
                    "sknbi",
                    "stablecoin",
                    "wire",
                    "zengin"
                  ]
                }
              },
              "required": [
                "routing_number",
                "routing_number_type"
              ]
            }
          },
          "external_id": {
            "type": "string",
            "nullable": true,
            "description": "An optional user-defined 180 character unique identifier."
          },
          "metadata": {
            "type": "object",
            "additionalProperties": {
              "type": "string"
            },
            "example": {
              "key": "value",
              "foo": "bar",
              "modern": "treasury"
            },
            "description": "Additional data represented as key-value pairs. Both the key and value must be strings."
          },
          "party_name": {
            "type": "string",
            "description": "If this value isn't provided, it will be inherited from the counterparty's name."
          },
          "party_identifier": {
            "type": "string"
          },
          "ledger_account": {
            "$ref": "#/components/schemas/ledger_account_create_request",
            "description": "Specifies a ledger account object that will be created with the external account. The resulting ledger account is linked to the external account for auto-ledgering Payment objects. See https://docs.moderntreasury.com/docs/linking-to-other-modern-treasury-objects for more details."
          },
          "plaid_processor_token": {
            "type": "string",
            "description": "If you've enabled the Modern Treasury + Plaid integration in your Plaid account, you can pass the processor token in this field."
          },
          "contact_details": {
            "type": "array",
            "items": {
              "$ref": "#/components/schemas/contact_detail_create_request"
            }
          }
        }
      },
      "description": "The accounts for this counterparty."
    },
    "email": {
      "type": "string",
      "format": "email",
      "description": "The counterparty's email.",
      "nullable": true
    },
    "legal_entity_id": {
      "type": "string",
      "format": "uuid",
      "description": "The id of the legal entity.",
      "nullable": true
    },
    "metadata": {
      "type": "object",
      "additionalProperties": {
        "type": "string"
      },
      "example": {
        "key": "value",
        "foo": "bar",
        "modern": "treasury"
      },
      "description": "Additional data represented as key-value pairs. Both the key and value must be strings."
    },
    "external_id": {
      "type": "string",
      "nullable": true,
      "description": "An optional user-defined 180 character unique identifier."
    },
    "send_remittance_advice": {
      "type": "boolean",
      "description": "Send an email to the counterparty whenever an associated payment order is sent to the bank."
    },
    "verification_status": {
      "type": "string",
      "deprecated": true,
      "description": "The verification status of the counterparty."
    },
    "accounting": {
      "type": "object",
      "deprecated": true,
      "properties": {
        "type": {
          "type": "string",
          "enum": [
            "customer",
            "vendor"
          ],
          "description": "An optional type to auto-sync the counterparty to your ledger. Either `customer` or `vendor`."
        }
      }
    },
    "ledger_type": {
      "type": "string",
      "enum": [
        "customer",
        "vendor"
      ],
      "description": "An optional type to auto-sync the counterparty to your ledger. Either `customer` or `vendor`.",
      "deprecated": true
    },
    "taxpayer_identifier": {
      "type": "string",
      "description": "Either a valid SSN or EIN."
    },
    "legal_entity": {
      "$ref": "#/components/schemas/legal_entity_create_request"
    }
  },
  "required": [
    "name"
  ]
}