# Get counterparty list

**Endpoint**

`GET /v2/counterparty`

**Link**

{% embed url="<https://stagep.tst-apidmndelss.com/openapi/v2.html#/operations/Counterparties_GetList>" %}

### **Request**

#### **Query Parameters**

All parameters are optional. Use them to filter the counterparty list.

| Parameter              | Type      | Description                           | Example                  |
| ---------------------- | --------- | ------------------------------------- | ------------------------ |
| **`counterpartyId`**   | `string`  | Filter by counterparty ID.            | `"cp_12345"`             |
| **`counterpartyName`** | `string`  | Filter by counterparty name.          | `"Tech Supplies"`        |
| **`customerId`**       | `string`  | Filter by customer ID.                | `"cust_67890"`           |
| **`customerName`**     | `string`  | Filter by customer name.              | `"John Doe"`             |
| **`fromCreatedAt`**    | `string`  | Filter from creation date (ISO 8601). | `"2024-01-01T00:00:00Z"` |
| **`toCreatedAt`**      | `string`  | Filter to creation date (ISO 8601).   | `"2024-12-31T23:59:59Z"` |
| **`meta.page`**        | `integer` | Page number (starts from 0).          | `0`                      |
| **`meta.pageSize`**    | `integer` | Items per page.                       | `20`                     |

#### **Headers**

| Key                 | Value              | Required |
| ------------------- | ------------------ | -------- |
| **`Authorization`** | `123`              | Yes      |
| **`Accept`**        | `application/json` | Yes      |

***

### **Response (200 OK)**

Returns a paginated list of counterparties with complete details.

#### **Response Fields**

**1. Meta (Pagination)**

| Field          | Type      | Description               | Example |
| -------------- | --------- | ------------------------- | ------- |
| **`pageSize`** | `integer` | Items per page.           | `20`    |
| **`page`**     | `integer` | Current page (0-indexed). | `0`     |
| **`total`**    | `string`  | Total items count.        | `"150"` |

**2. Items (Counterparty Array)**

| Field             | Type     | Description               | Example                          |
| ----------------- | -------- | ------------------------- | -------------------------------- |
| **`id`**          | `string` | Counterparty unique ID.   | `"cp_12345"`                     |
| **`description`** | `string` | Counterparty description. | `"Primary electronics supplier"` |
| **`createdAt`**   | `string` | Creation timestamp.       | `"2024-01-15T10:30:00Z"`         |
| **`updatedAt`**   | `string` | Last update timestamp.    | `"2024-05-20T14:45:00Z"`         |

**3. Customer Object**

| Field        | Type     | Description                                                                                                                                                                                                            | Example              |
| ------------ | -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------- |
| **`id`**     | `string` | Customer ID.                                                                                                                                                                                                           | `"cust_67890"`       |
| **`name`**   | `string` | Customer name.                                                                                                                                                                                                         | `"John Doe"`         |
| **`phone`**  | `string` | Customer phone.                                                                                                                                                                                                        | `"+1234567890"`      |
| **`email`**  | `string` | Customer email.                                                                                                                                                                                                        | `"john@example.com"` |
| **`status`** | `string` | <p>Customer status:<br>- <code>NEW</code><br>- <code>READY\_FOR\_MODERATION</code><br>- <code>MODERATED</code><br>- <code>VERIFY</code><br>- <code>ACCEPT</code><br>- <code>REJECT</code><br>- <code>BANNED</code></p> | `"ACCEPT"`           |

**4. Profile Object**

| Field             | Type     | Description                  | Required | Example                      |
| ----------------- | -------- | ---------------------------- | -------- | ---------------------------- |
| **`name`**        | `string` | Legal name.                  | **Yes**  | `"Tech Supplies Corp"`       |
| **`email`**       | `string` | Contact email.               | No       | `"contact@techsupplies.com"` |
| **`phoneNumber`** | `string` | Contact phone.               | No       | `"+19876543210"`             |
| **`taxNumber`**   | `string` | Tax ID number.               | No       | `"TAX-US-12345"`             |
| **`dateOfBirth`** | `string` | Date of birth/incorporation. | No       | `"1985-05-15T00:00:00Z"`     |
| **`website`**     | `string` | Company website.             | No       | `"https://techsupplies.com"` |
| **`lastname`**    | `string` | Last name (individuals).     | No       | `"Smith"`                    |

**5. Address Object**

| Field              | Type     | Description      | Required | Example             |
| ------------------ | -------- | ---------------- | -------- | ------------------- |
| **`addressLine1`** | `string` | Primary address. | **Yes**  | `"123 Main Street"` |
| **`addressLine2`** | `string` | Suite/floor.     | No       | `"Suite 500"`       |
| **`addressLine3`** | `string` | Additional info. | No       | `"Building B"`      |
| **`city`**         | `string` | City.            | No       | `"New York"`        |
| **`stateIso`**     | `string` | State code.      | No       | `"NY"`              |
| **`countryIso`**   | `string` | Country code.    | No       | `"US"`              |
| **`postalCode`**   | `string` | Postal code.     | No       | `"10001"`           |
| **`unitNumber`**   | `string` | Unit number.     | No       | `"5A"`              |

**6. AdditionalInfo Object**

| Field              | Type     | Description            | Allowed Values                                                          | Example                             |
| ------------------ | -------- | ---------------------- | ----------------------------------------------------------------------- | ----------------------------------- |
| **`type`**         | `string` | Legal structure.       | `INDIVIDUAL`, `CORPORATION`                                             | `"CORPORATION"`                     |
| **`businessLine`** | `string` | Industry type.         | `PLB_AUTOMOTIVE`, `PLB_RETAIL`, `PLB_HIGH_TECH_SOFTWARE_TELECOMS`, etc. | `"PLB_HIGH_TECH_SOFTWARE_TELECOMS"` |
| **`relationship`** | `string` | Business relationship. | `PRC_SUPPLIER`, `PRC_CUSTOMER`, `PRC_BUSINESS_PARTNER`, etc.            | `"PRC_SUPPLIER"`                    |

**Example Response:**

json

```
{
  "meta": {
    "pageSize": 20,
    "page": 0,
    "total": "150"
  },
  "items": [
    {
      "id": "cp_12345",
      "customer": {
        "id": "cust_67890",
        "name": "John Doe",
        "phone": "+1234567890",
        "email": "john.doe@example.com",
        "status": "ACCEPT"
      },
      "description": "Primary electronics supplier",
      "profile": {
        "name": "Tech Supplies Corp",
        "email": "contact@techsupplies.com",
        "phoneNumber": "+19876543210",
        "taxNumber": "TAX-US-12345",
        "dateOfBirth": "1985-05-15T00:00:00Z",
        "address": {
          "addressLine1": "123 Main Street",
          "addressLine2": "Suite 500",
          "addressLine3": "Building B",
          "city": "New York",
          "stateIso": "NY",
          "countryIso": "US",
          "postalCode": "10001",
          "unitNumber": "5A"
        },
        "website": "https://techsupplies.com",
        "additionalInfo": {
          "type": "CORPORATION",
          "businessLine": "PLB_HIGH_TECH_SOFTWARE_TELECOMS",
          "relationship": "PRC_SUPPLIER"
        },
        "lastname": "Smith"
      },
      "createdAt": "2024-01-15T10:30:00Z",
      "updatedAt": "2024-05-20T14:45:00Z"
    }
  ]
}
```

***

### **Examples**

#### **Request**

bash

```
curl -X GET 'https://stagep.tst-apidmndelss.com/v2/counterparty?meta.page=0&meta.pageSize=10&customerName=John' \
  -H 'Authorization: 123' \
  -H 'Accept: application/json'
```

#### **Individual Counterparty Example**

**Response:**

json

```
{
  "meta": {
    "pageSize": 10,
    "page": 0,
    "total": "25"
  },
  "items": [
    {
      "id": "cp_67890",
      "customer": {
        "id": "cust_12345",
        "name": "Jane Smith",
        "phone": "+441234567890",
        "email": "jane.smith@example.com",
        "status": "MODERATED"
      },
      "description": "Freelance consultant",
      "profile": {
        "name": "Jane",
        "email": "jane@consulting.com",
        "phoneNumber": "+449876543210",
        "taxNumber": "UK123456789",
        "dateOfBirth": "1990-08-20T00:00:00Z",
        "address": {
          "addressLine1": "45 Park Lane",
          "addressLine2": "Flat 3B",
          "city": "London",
          "countryIso": "GB",
          "postalCode": "W1K 7AA"
        },
        "website": "https://janeconsulting.com",
        "additionalInfo": {
          "type": "INDIVIDUAL",
          "businessLine": "PLB_CONSULTING_PROFESSIONAL_SERVICES",
          "relationship": "PRC_BUSINESS_PARTNER"
        },
        "lastname": "Smith"
      },
      "createdAt": "2024-03-10T14:20:00Z",
      "updatedAt": "2024-05-15T09:30:00Z"
    }
  ]
}
```

***

### **Error Responses**

1. **Unauthorized**:

   json

   ```
   { "error": "Unauthorized" }
   ```
2. **Invalid Parameters**:

   json

   ```
   { "error": "Invalid query parameters" }
   ```

***

### **Notes**

* **Pagination**: Use `meta.page` and `meta.pageSize` for large datasets
* **Filtering**: Combine multiple filters for precise searches
* **Address Validation**: `addressLine1` is required for KYC compliance
* **Business Lines**: Extensive industry classification available
* **Relationships**: Defines the business context of the counterparty

**Common Use Cases**:

* Supplier/vendor management
* Client portfolio review
* Compliance auditing
* Relationship mapping

Request sample

```postman_json
Authorization: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzdWIiOjE2NCwiZXhwIjoxNzYxNjU0NzI1LCJrZXkiOiI1Y2ZiOGZjN2RmYjk4ZjVkYmIyZTgwNTVkZWFhN2U2Zjk4MzEyYmE3Iiwib3RwX3ZlcmlmaWVkIjpmYWxzZX0.IFznwinEJGqxZOXue1XxNenO8Ap8oVCpbzsAx9jKC8U
counterpartyId: string
counterpartyName: string
customerId: Dnewcvn-euuI-vG0FZCRDjLXS
customerName: string
fromCreatedAt: string
meta.page: integer
meta.pageSize: integer
toCreatedAt: string
```

Response sample

```postman_json
{
  "meta": {
    "pageSize": 6,
    "page": 0,
    "total": "6"
  },
  "items": [
    {
      "counterpartyId": "DDpmgVt-kKiC-j6kTFUi0DYoo",
      "customer": {
        "id": "Dnewcvn-euuI-vG0FZCRDjLXS",
        "name": "Test Eugen Test Eugen",
        "phone": "",
        "email": "",
        "status": "ACCEPT"
      },
      "description": "string",
      "profile": {
        "name": "Test recipient 123",
        "email": "string",
        "phoneNumber": "string",
        "taxNumber": "123123",
        "dateOfBirth": "2019-08-24T14:15:22Z",
        "address": {
          "addressLine1": "Test",
          "addressLine2": "Test",
          "addressLine3": "string",
          "city": "NY",
          "stateIso": "NY",
          "countryIso": "US",
          "postalCode": "0000",
          "unitNumber": "string"
        },
        "website": "string",
        "additionalInfo": {
          "type": "INDIVIDUAL",
          "businessLine": "PLB_ARTS_AND_ANTIQUES",
          "relationship": "PRC_SPOUSE"
        },
        "lastname": "Test"
      },
      "createdAt": "2025-08-11T09:51:58Z",
      "updatedAt": "2025-08-11T09:51:58Z"
    },
    {
      "counterpartyId": "DMhmXb9-w7xD-Uf9scYzRW0Qw",
      "customer": {
        "id": "Dnewcvn-euuI-vG0FZCRDjLXS",
        "name": "Test Eugen Test Eugen",
        "phone": "",
        "email": "",
        "status": "ACCEPT"
      },
      "description": "test",
      "profile": {
        "name": "testAPI",
        "email": "string",
        "phoneNumber": "string",
        "taxNumber": "string",
        "dateOfBirth": "2019-08-24T14:15:22Z",
        "address": {
          "addressLine1": "string",
          "addressLine2": "string",
          "addressLine3": "string",
          "city": "string",
          "stateIso": "string",
          "countryIso": "string",
          "postalCode": "string",
          "unitNumber": "string"
        },
        "website": "string",
        "additionalInfo": {
          "type": "INDIVIDUAL",
          "businessLine": "PLB_ARTS_AND_ANTIQUES",
          "relationship": "PRC_SPOUSE"
        },
        "lastname": "string"
      },
      "createdAt": "2025-04-29T05:44:37Z",
      "updatedAt": "2025-04-29T05:44:37Z"
    },
    {
      "counterpartyId": "DwLxwtt-zxiL-AsUmMYJKMnXx",
      "customer": {
        "id": "Dnewcvn-euuI-vG0FZCRDjLXS",
        "name": "Test Eugen Test Eugen",
        "phone": "",
        "email": "",
        "status": "ACCEPT"
      },
      "description": "test",
      "profile": {
        "name": "testAPI",
        "email": "string",
        "phoneNumber": "string",
        "taxNumber": "string",
        "dateOfBirth": "2019-08-24T14:15:22Z",
        "address": {
          "addressLine1": "string",
          "addressLine2": "string",
          "addressLine3": "string",
          "city": "string",
          "stateIso": "string",
          "countryIso": "string",
          "postalCode": "string",
          "unitNumber": "string"
        },
        "website": "string",
        "additionalInfo": {
          "type": "INDIVIDUAL",
          "businessLine": "PLB_ARTS_AND_ANTIQUES",
          "relationship": "PRC_SPOUSE"
        },
        "lastname": "string"
      },
      "createdAt": "2025-04-29T05:44:29Z",
      "updatedAt": "2025-04-29T05:44:29Z"
    },
    {
      "counterpartyId": "DlKei8y-5dOd-M69tp7Gd8K8G",
      "customer": {
        "id": "Dnewcvn-euuI-vG0FZCRDjLXS",
        "name": "Test Eugen Test Eugen",
        "phone": "",
        "email": "",
        "status": "ACCEPT"
      },
      "description": "string",
      "profile": {
        "name": "Test Finvoka",
        "email": "string",
        "phoneNumber": "string",
        "taxNumber": "string",
        "dateOfBirth": "2019-08-24T14:15:22Z",
        "address": {
          "addressLine1": "string",
          "addressLine2": "string",
          "addressLine3": "string",
          "city": "NY",
          "stateIso": "US",
          "countryIso": "US",
          "postalCode": "string",
          "unitNumber": "string"
        },
        "website": "string",
        "additionalInfo": {
          "type": "INDIVIDUAL",
          "businessLine": "PLB_ARTS_AND_ANTIQUES",
          "relationship": "PRC_SPOUSE"
        },
        "lastname": "string"
      },
      "createdAt": "2025-03-24T15:47:05Z",
      "updatedAt": "2025-03-24T15:47:05Z"
    },
    {
      "counterpartyId": "DZoDX6z-XIba-eTiF27sCEOho",
      "customer": {
        "id": "Dnewcvn-euuI-vG0FZCRDjLXS",
        "name": "Test Eugen Test Eugen",
        "phone": "",
        "email": "",
        "status": "ACCEPT"
      },
      "description": "",
      "profile": {
        "name": "",
        "email": "",
        "phoneNumber": "",
        "taxNumber": "",
        "dateOfBirth": "1970-01-01T00:00:00Z",
        "address": {
          "addressLine1": "",
          "addressLine2": "",
          "addressLine3": "",
          "city": "",
          "stateIso": "",
          "countryIso": "",
          "postalCode": "",
          "unitNumber": ""
        },
        "website": "",
        "additionalInfo": {
          "type": "CORPORATION",
          "businessLine": "PLB_ARTS_AND_ANTIQUES",
          "relationship": "PRC_SPOUSE"
        },
        "lastname": ""
      },
      "createdAt": "2025-02-13T08:25:09Z",
      "updatedAt": "2025-02-13T08:25:09Z"
    },
    {
      "counterpartyId": "DkCSHAN-B9nW-HoakBCwCq36I",
      "customer": {
        "id": "Dnewcvn-euuI-vG0FZCRDjLXS",
        "name": "Test Eugen Test Eugen",
        "phone": "",
        "email": "",
        "status": "ACCEPT"
      },
      "description": "",
      "profile": {
        "name": "Test Eugen USD",
        "email": "Test Eugen USD",
        "phoneNumber": "111",
        "taxNumber": "Test Eugen USD",
        "dateOfBirth": "1970-01-01T00:00:00Z",
        "address": {
          "addressLine1": "Test Eugen USD",
          "addressLine2": "Test Eugen USD",
          "addressLine3": "Test Eugen USD",
          "city": "Test Eugen USD",
          "stateIso": "Test Eugen USD",
          "countryIso": "Test Eugen USD",
          "postalCode": "Test Eugen USD",
          "unitNumber": "Test Eugen USD"
        },
        "website": "Test Eugen USD",
        "additionalInfo": {
          "type": "INDIVIDUAL",
          "businessLine": "PLB_TECHNICAL_SUPPORT",
          "relationship": "PRC_SPOUSE"
        },
        "lastname": ""
      },
      "createdAt": "2025-01-28T09:03:54Z",
      "updatedAt": "2025-01-28T12:19:35Z"
    }
  ]
}
```

<br>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.delos.financial/counterparties/get-counterparty-list.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
