Create a service account
curl --request POST \
--url https://www.presolve.com/api/v1/service-accounts \
--header 'Content-Type: application/json' \
--header 'X-Idempotency-Key: <x-idempotency-key>' \
--header 'x-api-key: <api-key>' \
--data '
{
"name": "<string>",
"scopes": [],
"expiresAt": "<string>",
"actingAttorneyId": "<string>",
"reportIncludeChildOrganizations": true,
"webhookAllowedHosts": []
}
'const options = {
method: 'POST',
headers: {
'X-Idempotency-Key': '<x-idempotency-key>',
'x-api-key': '<api-key>',
'Content-Type': 'application/json'
},
body: JSON.stringify({
name: '<string>',
scopes: [],
expiresAt: '<string>',
actingAttorneyId: '<string>',
reportIncludeChildOrganizations: true,
webhookAllowedHosts: []
})
};
fetch('https://www.presolve.com/api/v1/service-accounts', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));import requests
url = "https://www.presolve.com/api/v1/service-accounts"
payload = {
"name": "<string>",
"scopes": [],
"expiresAt": "<string>",
"actingAttorneyId": "<string>",
"reportIncludeChildOrganizations": True,
"webhookAllowedHosts": []
}
headers = {
"X-Idempotency-Key": "<x-idempotency-key>",
"x-api-key": "<api-key>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text){
"success": true
}{
"success": false,
"error": "<string>",
"code": "<string>"
}{
"success": false,
"error": "<string>",
"code": "<string>"
}{
"success": false,
"error": "<string>",
"code": "<string>"
}{
"success": false,
"error": "<string>",
"code": "<string>"
}{
"success": false,
"error": "<string>",
"code": "<string>"
}{
"success": false,
"error": "<string>",
"code": "<string>"
}Org & Team
Create a service account
Standard scopes only — elevated (PHI/PII) scopes are rejected on this surface and can only be granted by platform admins. The secret is returned once, in this response only.
Requires the org:manage scope. Mutations require an X-Idempotency-Key header (responses are stored for replay; reusing a key with a different request returns 409 IDEMPOTENCY_CONFLICT). Rate tier: write.
POST
/
api
/
v1
/
service-accounts
Create a service account
curl --request POST \
--url https://www.presolve.com/api/v1/service-accounts \
--header 'Content-Type: application/json' \
--header 'X-Idempotency-Key: <x-idempotency-key>' \
--header 'x-api-key: <api-key>' \
--data '
{
"name": "<string>",
"scopes": [],
"expiresAt": "<string>",
"actingAttorneyId": "<string>",
"reportIncludeChildOrganizations": true,
"webhookAllowedHosts": []
}
'const options = {
method: 'POST',
headers: {
'X-Idempotency-Key': '<x-idempotency-key>',
'x-api-key': '<api-key>',
'Content-Type': 'application/json'
},
body: JSON.stringify({
name: '<string>',
scopes: [],
expiresAt: '<string>',
actingAttorneyId: '<string>',
reportIncludeChildOrganizations: true,
webhookAllowedHosts: []
})
};
fetch('https://www.presolve.com/api/v1/service-accounts', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));import requests
url = "https://www.presolve.com/api/v1/service-accounts"
payload = {
"name": "<string>",
"scopes": [],
"expiresAt": "<string>",
"actingAttorneyId": "<string>",
"reportIncludeChildOrganizations": True,
"webhookAllowedHosts": []
}
headers = {
"X-Idempotency-Key": "<x-idempotency-key>",
"x-api-key": "<api-key>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text){
"success": true
}{
"success": false,
"error": "<string>",
"code": "<string>"
}{
"success": false,
"error": "<string>",
"code": "<string>"
}{
"success": false,
"error": "<string>",
"code": "<string>"
}{
"success": false,
"error": "<string>",
"code": "<string>"
}{
"success": false,
"error": "<string>",
"code": "<string>"
}{
"success": false,
"error": "<string>",
"code": "<string>"
}Authorizations
Org-issued integration API key (service account credential). The plaintext secret is shown once at creation.
Headers
Stable caller-chosen key (max 200 chars) making the mutation safely retryable.
Maximum string length:
200Body
application/json
Required string length:
1 - 100Minimum array length:
1Available options:
cases:read, cases:write, leads:read, leads:write, clients:read, clients:write, contacts:read, contacts:write, documents:read, documents:write, notes:read, notes:write, tasks:read, tasks:write, calendar:read, calendar:write, deadlines:read, deadlines:write, intake:read, intake:write, esign:read, esign:write, billing:read, billing:write, funds:read, funds:write, referrals:read, referrals:write, communications:read, communications:write, org:read, org:manage, reports:read, events:read, webhooks:manage, medical:read, medical:write, pii:read Required string length:
1 - 200Maximum array length:
20Required string length:
1 - 253