Cowdidocs
API ReferenceAgents

Get customer account summaries

View account balances and status for a customer assigned to an agent. Available to the agent and their managers.

GET
/v1/agents/{userId}/customers/{customerId}/accounts

Path Parameters

userId*string
customerId*string

Response Body

application/json

curl -X GET "https://example.com/v1/agents/string/customers/string/accounts"
[  {    "id": "550e8400-e29b-41d4-a716-446655440000",    "account_number": "00123458",    "type": "CURRENT",    "status": "ACTIVE",    "available_balance": 0,    "currency": "string",    "resource_id": "string"  }]

Get my agent profile GET

Get the authenticated user's agent profile.

Get customer assignment history GET

View the full history of customer assignments and unassignments for an agent.