> ## 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. # Create a project > Create a project (matter or case), optionally linked to accounts and contacts. Visible to everyone in the organization unless access is restricted to specific members. ## OpenAPI ````yaml https://api.parley.so/openapi.json post /projects 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: /projects: post: tags: - Projects summary: Create a project description: >- Create a project (matter or case), optionally linked to accounts and contacts. Visible to everyone in the organization unless access is restricted to specific members. operationId: createProject requestBody: required: true content: application/json: schema: type: object properties: name: type: string minLength: 1 description: Project name. access: anyOf: - type: object properties: type: const: everyone required: - type additionalProperties: false - type: object properties: type: const: members memberIds: type: array items: type: string minLength: 1 default: [] description: >- IDs of the users to add as members. The caller is always a member. required: - type additionalProperties: false description: >- Who can access the project. Defaults to everyone in the organization. default: type: everyone accountIds: type: array maxItems: 100 items: type: string minLength: 1 description: IDs of accounts to link. At most 100. contactIds: type: array maxItems: 100 items: type: string minLength: 1 description: >- IDs of contacts to link. At most 100. A contact that belongs to an account can only be linked along with that account. Link both in the same call, or link the contact to a project with no accounts and its account is linked too. fields: type: object propertyNames: type: string minLength: 1 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' additionalProperties: false - type: 'null' description: >- Custom field values to set on the project, keyed by field name or ID. A value replaces the current one, null clears it, and fields you don't mention are left alone. Each value must match its field's type: a string for text, long_text, email, url, single_select (one of the field's options), and user (the id of an active user in the organization); a number; true or false; an ISO 8601 date-time or YYYY-MM-DD date; a list of strings for collection ([] clears it); or { streetAddress, cityTown, state, country } for address. At most 50 fields. required: - name additionalProperties: false responses: '201': description: Created. content: application/json: schema: $ref: '#/components/schemas/Project' headers: Location: description: The URL of the created resource. schema: type: string '400': description: >- The request was invalid. VALIDATION_FAILED, INVALID_REFERENCE, LINK_CONFLICT, INVALID_FIELD_VALUES. content: application/json: schema: oneOf: - $ref: '#/components/schemas/ValidationFailedError' - $ref: '#/components/schemas/InvalidReferenceError' - $ref: '#/components/schemas/LinkConflictError' - $ref: '#/components/schemas/InvalidFieldValuesError' '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: Project: type: object properties: id: type: string minLength: 1 description: The project ID. name: type: string minLength: 1 description: Project name. access: $ref: '#/components/schemas/ProjectAccess' accounts: type: array items: $ref: '#/components/schemas/AccountRef' description: >- The accounts linked to the project. Direct links only: the accountId filter on the project list also matches projects linked through one of the account's contacts. contacts: type: array items: $ref: '#/components/schemas/ContactRef' description: The contacts linked to the project. createdAt: type: string format: date-time description: When the project was created. updatedAt: type: string format: date-time description: >- When the project was last updated, including changes to its linked accounts and contacts. 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 projects (null when unset). The value's shape follows the field's type. required: - id - name - access - accounts - contacts - createdAt - updatedAt - fields examples: - id: cmf2x8k0q0001abcd name: Acme Corp H-1B petition access: type: everyone accounts: - type: account id: cmf2x7r1p0000abcd name: Acme Corp contacts: - type: contact id: cmf2x7z3e0002abcd name: Ada Lovelace createdAt: '2026-10-01T15:04:05.000Z' updatedAt: '2026-10-02T09:30:00.000Z' fields: Matter Number: IMM-2041 Target Date: 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 InvalidReferenceError: type: object properties: error: type: object properties: code: type: string const: INVALID_REFERENCE message: type: string examples: - >- The request refers to a record or user that doesn't exist or that you can't use. details: type: object properties: field: type: string description: The input that holds the reference, such as accountIds. ids: type: array items: type: string description: The IDs that could not be used. required: - field - ids required: - code - message - details required: - error LinkConflictError: type: object properties: error: type: object properties: code: type: string const: LINK_CONFLICT message: type: string examples: - >- A contact's account must be linked to every project the contact is linked to. details: type: object properties: reason: enum: - account_not_linked - contacts_still_linked type: string description: >- account_not_linked: a contact would be linked without its account. contacts_still_linked: an account would be unlinked while its contacts stay linked. conflicts: type: array items: type: object properties: projectId: type: string contactId: type: string accountId: type: string required: - projectId - contactId - accountId required: - reason - conflicts required: - code - message - details required: - error InvalidFieldValuesError: type: object properties: error: type: object properties: code: type: string const: INVALID_FIELD_VALUES message: type: string examples: - Some custom field values were not accepted. details: type: object properties: unknownFields: type: array items: type: string description: Keys that are not the name or ID of a field. readOnlyFields: type: array items: type: string description: Fields Parley maintains, which cannot be set. duplicateFields: type: array items: type: string description: Keys that set a field another key already sets. invalidValues: type: array items: type: object properties: field: type: string description: The name or ID the value was given under. expected: type: string description: What the field accepts. required: - field - expected required: - unknownFields - readOnlyFields - duplicateFields - invalidValues required: - code - message - details 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 ProjectAccess: description: >- Who can see the project: everyone in the organization, or only its members. oneOf: - $ref: '#/components/schemas/EveryoneProjectAccess' - $ref: '#/components/schemas/MembersProjectAccess' discriminator: propertyName: type mapping: everyone: '#/components/schemas/EveryoneProjectAccess' members: '#/components/schemas/MembersProjectAccess' AccountRef: type: object properties: type: const: account id: type: string description: Its ID. name: type: string description: The account name. required: - type - id - name description: The account's type, ID, and name. ContactRef: type: object properties: type: const: contact id: type: string description: Its ID. name: type: string description: >- The contact's first and last name, or an email address when it has no name. required: - type - id - name description: The contact's type, ID, and name. EveryoneProjectAccess: type: object properties: type: const: everyone required: - type MembersProjectAccess: type: object properties: type: const: members members: type: array items: $ref: '#/components/schemas/UserRef' description: The people who can see the project. required: - type - members UserRef: type: object properties: id: type: string description: The user's ID. name: anyOf: - type: string - type: 'null' description: >- The user's full name, or null when it is unknown, as for someone who has left the organization. email: anyOf: - type: string - type: 'null' description: The user's email address, or null when it is unknown. required: - id - name - email description: A reference to a person in the organization. securitySchemes: bearerAuth: type: http scheme: bearer description: A Parley API key. ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.