List the caller's team customers
List customers assigned to the caller and to the agents the caller supervises. Requires the org:agents:read permission. Filter with q for a case-insensitive match on the customer's name, email, or phone number, and with activity_status. Set exclude_agent_user_id to hide one agent's customers, for example the caller's own when looking for customers to transfer. Page with size, after, and before.
Authorization
oauth2 Create a client with POST /v1/oauth/clients, then exchange its credentials for an access token. AUTHORIZATION_CODE clients act on behalf of a signed-in user and always use PKCE; CLIENT_CREDENTIALS clients act as themselves. A client may only be granted scopes its creator already holds — read the grantable list from GET /v1/oauth/clients/scopes.
In: header
Query Parameters
Maximum number of customers to return. Defaults to 20, capped at 100.
0 < value20Opaque cursor for the page after this one, taken from a previous response's links.next. Omit for the first page.
Opaque cursor for the page before this one, taken from a previous response's links.prev.
Case-insensitive partial match on the customer's name, email, or phone number.
Filter by the customer's activity status. See CustomerActivityStatus for what each value means.
Value in
- "ACTIVE"
- "INACTIVE"
- "OVERDUE"
Days without a disbursement before a customer is INACTIVE rather than ACTIVE, for the activity_status filter. Defaults to 60.
60Agent whose customers are left out of the list, for example the caller's own user ID when looking for customers to transfer.
uuidResponse Body
application/json
application/json
application/json
application/json
application/json
application/json
curl -X GET "https://example.com/v1/agents/me/customers?size=20&after=eyJpZCI6IjZmOTYxOWZmLThiODYtNGQxMS05YTZlLThiMWEzZDNhMmYxMCJ9&before=eyJpZCI6IjZmOTYxOWZmLThiODYtNGQxMS05YTZlLThiMWEzZDNhMmYxMSJ9&q=jane&activity_status=OVERDUE&inactive_threshold_days=60&exclude_agent_user_id=550e8400-e29b-41d4-a716-446655440000"{ "data": [ { "id": "6f9619ff-8b86-4d11-9a6e-8b1a3d3a2f10", "agent_user_id": "550e8400-e29b-41d4-a716-446655440000", "agent_user_name": "Jane Wanjiru", "agent_phone_number": "+254712345678", "agent_email": "jane.wanjiru@example.com", "customer_user_id": "550e8400-e29b-41d4-a716-446655440001", "customer_name": "John Otieno", "customer_email": "john.otieno@example.com", "customer_phone_number": "+254798765432", "assigned_at": "2026-01-15T09:30:00Z", "unassigned_at": "2026-02-20T14:00:00Z", "assigned_by": "550e8400-e29b-41d4-a716-446655440002", "unassigned_by": "550e8400-e29b-41d4-a716-446655440002", "assignment_reason": "Territory reassignment", "unassignment_reason": "Customer transferred to another agent", "is_active": true, "resource_id": "string" } ], "links": { "next": "/v1/payees?after=eyJpZCI6MX0", "prev": "/v1/payees?before=eyJpZCI6MX0" }}{ "code": "BAD_REQUEST", "description": "Bad Request"}{ "code": "UNAUTHORISED", "description": "Unauthorised"}{ "code": "FORBIDDEN", "description": "Forbidden"}{ "code": "RATE_LIMIT_EXCEEDED", "description": "Too Many Requests"}{ "code": "INTERNAL_ERROR", "description": "Internal Server Error"}Get the caller's agent profile GET
Get the caller's own agent profile. Requires the `org:agents:read` permission. Returns 403 when the caller is not an agent in the granted organization.
Get customer insights GET
Get aggregate insights for one customer: account count, overdue installments, outstanding balance, and activity status. Requires the `org:agents:read` permission. Available for a customer assigned to the caller or to an agent the caller supervises. `inactive_threshold_days` sets when the customer counts as `INACTIVE` rather than `ACTIVE`. Returns 404 when the caller is not an agent, the customer has no active assignment, or the assigned agent is outside the caller's visibility.