Create account
Create a client account of type Individual or Company with its first contact.
POST https://cotlet.dev/api/v1/taxdome/accounts
write Confirm
Creates an account, then its first contact from the name and email. Creating an account does not give the client portal access, and this tool does not invite anyone. Needs the firm owner, an admin or the Manage accounts access right. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| type string required | string | 'individual' or 'company'. |
| company_name string | string | Required for a company. |
| first_name string required | string | First name of the contact. |
| last_name string required | string | Last name of the contact. |
| email string required | string | Email of the contact. |
Request
curl -X POST https://cotlet.dev/api/v1/taxdome/accounts \
-H "Authorization: Bearer $COTLET_API_KEY" \
-H "Content-Type: application/json" \
-d '{"type":"type","first_name":"first name","last_name":"last name","email":"jane@example.com"}'result = client.call("taxdome", "create_account", {"type":"type","first_name":"first name","last_name":"last name","email":"jane@example.com"})const result = await cotlet.call('taxdome', 'create_account', {"type":"type","first_name":"first name","last_name":"last name","email":"jane@example.com"});cotlet call taxdome create_account --data '{"type":"type","first_name":"first name","last_name":"last name","email":"jane@example.com"}'Example response
{
"account_id": "acc_9d14",
"name": "Cedar Studio LLC",
"type": "company",
"contacts": [
{
"name": "Priya Shah",
"email": "priya@cedarstudio.example",
"portal_login": false
}
]
}