> ## Documentation Index
> Fetch the complete documentation index at: https://docs.parley.so/llms.txt
> Use this file to discover all available pages before exploring further.

# List accounts

> List accounts (the client organizations the firm works with), newest first by default. Filter by name, linked project, and when accounts were created or updated. An account's updatedAt covers the account itself; contacts joining or leaving do not change it.



## OpenAPI

````yaml https://api.parley.so/openapi.json get /accounts
openapi: 3.1.1
info:
  title: Parley API
  version: 1.0.0
  description: >-
    Manage Parley's projects (matters or cases), accounts (client
    organizations), contacts (people), tasks, custom fields, notes, files,
    activity, automations, and skills. Records refer to each other as { type,
    id, name } references; writes take IDs. Errors are { error: { code, message,
    details } }, where code names what went wrong and each operation lists the
    codes it can return. In a query string, write a timestamp's offset as Z or
    %2B, because a raw + arrives as a space. The MCP server at /mcp offers the
    same data as a smaller set of tools.
servers:
  - url: https://api.parley.so/v1
security:
  - bearerAuth: []
tags:
  - name: Projects
    description: >-
      A project is a matter or case: it groups the files, notes, activity, and
      tasks for one engagement, and links to the accounts and contacts it
      involves.
  - name: Accounts
    description: >-
      An account is a client organization. Contacts belong to it, and projects
      link to it.
  - name: Contacts
    description: >-
      A contact is a person, optionally belonging to one account and linked to
      projects.
  - name: Tasks
    description: >-
      A task is a to-do with a status, assignee, and due date, optionally about
      one project, account, or contact.
  - name: Fields
    description: >-
      Custom fields defined for projects, accounts, contacts, or tasks. Records
      carry their values in fields, keyed by field name.
  - name: Notes
    description: >-
      Markdown notes on a project, account, or contact. Updates take the version
      you last read, so concurrent edits fail with 409 VERSION_CONFLICT instead
      of overwriting.
  - name: Files
    description: >-
      Files and folders of a project, account, contact, or intake, or the
      organization's Library. Add a file by creating an upload, PUTting its
      bytes, and adding the upload to a location.
  - name: Activity
    description: >-
      What happened across the organization or on one record: changes, links,
      notes, files, USCIS case updates, and synced emails and meetings. Each
      item's kind says which details it carries.
  - name: Sessions
    description: >-
      Conversations with Parley's assistant, from the web app, Word, Outlook,
      automation runs, and the API. Start one with a message, follow up or steer
      it while it works, and read its replies.
  - name: Automations
    description: >-
      Instructions Parley's assistant carries out on a schedule, as the person
      who created them, with nobody present.
  - name: Skills
    description: >-
      Reusable playbooks for Parley's assistant: a SKILL.md plus optional
      bundled documents, addressed by slug.
  - name: Users
    description: The people in your organization, and the caller.
paths:
  /accounts:
    get:
      tags:
        - Accounts
      summary: List accounts
      description: >-
        List accounts (the client organizations the firm works with), newest
        first by default. Filter by name, linked project, and when accounts were
        created or updated. An account's updatedAt covers the account itself;
        contacts joining or leaving do not change it.
      operationId: listAccounts
      parameters:
        - name: search
          in: query
          schema:
            type: string
            minLength: 1
            description: >-
              Case-insensitive. Every word must match the account name or a text
              custom field.
          allowEmptyValue: true
          allowReserved: true
        - name: projectId
          in: query
          schema:
            type: string
            minLength: 1
            description: Only accounts linked to this project.
          allowEmptyValue: true
          allowReserved: true
        - name: createdSince
          in: query
          schema:
            type: string
            description: >-
              Only records created at or after this time. An ISO 8601 date
              (YYYY-MM-DD, read as UTC midnight) or date-time.
          allowEmptyValue: true
          allowReserved: true
        - name: createdBefore
          in: query
          schema:
            type: string
            description: >-
              Only records created before this time. An ISO 8601 date
              (YYYY-MM-DD, read as UTC midnight) or date-time.
          allowEmptyValue: true
          allowReserved: true
        - name: updatedSince
          in: query
          schema:
            type: string
            description: >-
              Only records last updated at or after this time. An ISO 8601 date
              (YYYY-MM-DD, read as UTC midnight) or date-time.
          allowEmptyValue: true
          allowReserved: true
        - name: updatedBefore
          in: query
          schema:
            type: string
            description: >-
              Only records last updated before this time. An ISO 8601 date
              (YYYY-MM-DD, read as UTC midnight) or date-time.
          allowEmptyValue: true
          allowReserved: true
        - name: sort
          in: query
          schema:
            enum:
              - name
              - '-name'
              - createdAt
              - '-createdAt'
              - updatedAt
              - '-updatedAt'
            type: string
            default: '-createdAt'
            description: >-
              Sort order: a field name, prefixed with - for descending. Defaults
              to -createdAt.
          allowEmptyValue: true
          allowReserved: true
        - name: cursor
          in: query
          schema:
            type: string
            minLength: 1
            description: >-
              Opaque cursor from nextCursor. Pass the same filters and sort.
              Omit for the first page.
          allowEmptyValue: true
          allowReserved: true
        - name: limit
          in: query
          schema:
            type: integer
            minimum: 1
            maximum: 250
            default: 50
            description: Maximum number of items to return.
          allowEmptyValue: true
          allowReserved: true
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: array
                    items:
                      $ref: '#/components/schemas/Account'
                  nextCursor:
                    anyOf:
                      - type: string
                      - type: 'null'
                    description: Cursor for the next page, or null on the last page.
                required:
                  - data
                  - nextCursor
        '400':
          description: The request was invalid. VALIDATION_FAILED, INVALID_CURSOR.
          content:
            application/json:
              schema:
                oneOf:
                  - $ref: '#/components/schemas/ValidationFailedError'
                  - $ref: '#/components/schemas/InvalidCursorError'
        '401':
          description: Missing or invalid credentials. UNAUTHORIZED.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedError'
        '403':
          description: You don't have permission. FORBIDDEN.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ForbiddenError'
        '429':
          description: Too many requests, or a usage limit was reached. TOO_MANY_REQUESTS.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TooManyRequestsError'
components:
  schemas:
    Account:
      type: object
      properties:
        id:
          type: string
          minLength: 1
          description: The account ID.
        name:
          type: string
          minLength: 1
          description: Account name.
        contactCount:
          type: integer
          minimum: 0
          maximum: 9007199254740991
          description: >-
            How many contacts belong to the account. List them by filtering
            contacts by accountId.
        projectCount:
          type: integer
          minimum: 0
          maximum: 9007199254740991
          description: >-
            How many projects you can see are linked directly to the account.
            Filtering projects by accountId also returns the projects linked
            through the account's contacts. Linking or unlinking a project
            doesn't change the account's updatedAt.
        createdAt:
          type: string
          format: date-time
          description: When the account was created.
        updatedAt:
          type: string
          format: date-time
          description: >-
            When the account itself was last updated. Contacts joining or
            leaving the account, links to projects, and field value changes do
            not change it.
        fields:
          type: object
          propertyNames:
            type: string
          additionalProperties:
            anyOf:
              - type: string
              - type: number
              - type: boolean
              - type: array
                items:
                  type: string
              - type: object
                properties:
                  streetAddress:
                    anyOf:
                      - type: string
                      - type: 'null'
                  cityTown:
                    anyOf:
                      - type: string
                      - type: 'null'
                  state:
                    anyOf:
                      - type: string
                      - type: 'null'
                  country:
                    anyOf:
                      - type: string
                      - type: 'null'
                required:
                  - streetAddress
                  - cityTown
                  - state
                  - country
                description: A postal address. Each part is a string or null.
              - type: 'null'
          description: >-
            Custom field values, keyed by field name, with a key for every field
            defined for accounts (null when unset). The value's shape follows
            the field's type.
      required:
        - id
        - name
        - contactCount
        - projectCount
        - createdAt
        - updatedAt
        - fields
      examples:
        - id: cmf2x7r1p0000abcd
          name: Acme Corp
          contactCount: 3
          projectCount: 2
          createdAt: '2026-09-12T10:00:00.000Z'
          updatedAt: '2026-09-12T10:00:00.000Z'
          fields:
            Web Address:
              - acme.example
            Overview: null
    ValidationFailedError:
      type: object
      properties:
        error:
          type: object
          properties:
            code:
              type: string
              const: VALIDATION_FAILED
            message:
              type: string
              examples:
                - The request is invalid.
            details:
              type: object
              properties:
                issues:
                  type: array
                  items:
                    type: object
                    properties:
                      path:
                        type: string
                        description: >-
                          Where the problem is, as a dotted path into the input
                          such as accountIds.add.0 or reminder.remindAt. Empty
                          for the input as a whole.
                      message:
                        type: string
                        description: What is wrong with the value.
                    required:
                      - path
                      - message
                  description: Each problem with the input.
              required:
                - issues
          required:
            - code
            - message
            - details
      required:
        - error
    InvalidCursorError:
      type: object
      properties:
        error:
          type: object
          properties:
            code:
              type: string
              const: INVALID_CURSOR
            message:
              type: string
              examples:
                - >-
                  The cursor is invalid, or was issued for different filters or
                  sort.
          required:
            - code
            - message
      required:
        - error
    UnauthorizedError:
      type: object
      properties:
        error:
          type: object
          properties:
            code:
              type: string
              const: UNAUTHORIZED
            message:
              type: string
              examples:
                - Missing or invalid credentials.
          required:
            - code
            - message
      required:
        - error
    ForbiddenError:
      type: object
      properties:
        error:
          type: object
          properties:
            code:
              type: string
              const: FORBIDDEN
            message:
              type: string
              examples:
                - You don't have permission to do this.
          required:
            - code
            - message
      required:
        - error
    TooManyRequestsError:
      type: object
      properties:
        error:
          type: object
          properties:
            code:
              type: string
              const: TOO_MANY_REQUESTS
            message:
              type: string
              examples:
                - Too many requests.
          required:
            - code
            - message
      required:
        - error
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: A Parley API key.

````

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