OK Capsule Clients API

openapi: 3.2.0
info:
  description: '## Overview


    The OK Capsule API enables you to programmatically create supplement orders, manage consumers, and track shipments. It is a REST API that accepts JSON requests, returns JSON responses, and uses standard HTTP methods and status codes.


    **All requests must be made over HTTPS.**


    📚 **Additional Resources:** [Getting Started Guide](https://docs.okcapsule.app/docs/getting-started) | [Recipes & Examples](https://docs.okcapsule.app/docs/category/recipes)


    ## Getting Started


    > **New to OK Capsule API?** Account and brand setup must be completed before contacting OK Capsule about API credentials. If you have not set up your account and brand yet, start with the [Getting Started Guide](https://docs.okcapsule.app/docs/getting-started) before proceeding.


    1. **Set up your account** - Your OK Capsule account must be created and active

    2. **Set up your brand** - At least one Product Line must be configured in your account

    3. **Contact OK Capsule about API credentials** - Reach out to your OK Capsule representative once account and brand setup are complete

    4. **Authenticate** - POST to `/v2/authentication/token` to get an access token

    5. **List products** - GET `/v2/products` to see available supplements

    6. **Create an order** - POST to `/v2/orders` with consumer and product details

    7. **Track fulfillment** - Monitor order status and shipping via `/v2/orders` and `/v2/fulfillments`


    ## Environments


    | Environment | Purpose | Notes |

    |-------------|---------|-------|

    | **Production** | Live orders | Real fulfillment and shipping |

    | **Stage** | Testing | Test data only, no real shipments |


    ⚠️ Users and data are environment-specific. Stage credentials do not work in Production.


    ## Core Concepts


    | Term | Route | Description |

    |------|-------|-------------|

    | **Client** | `/v2/clients` | Your organization (business partner submitting orders) |

    | **Consumer** | `/v2/consumers` | Your end customer who receives supplements |

    | **Product** | `/v2/products` | A client-specific instance of an OKC Product with custom branding |

    | **Order** | `/v2/orders` | A request to fulfill supplements for a consumer |

    | **Order Line** | — | A set of pouches within an order (e.g., 30-day supply) |

    | **Pouch** | — | An individual daily packet of supplements |

    | **Fulfillment** | `/v2/fulfillments` | Shipping, tracking, and delivery information for an order |

    | **Assembly** | `/v2/assemblies` | A client''s predefined bundle of products (commonly called a "pack") |

    | **Product Line** | `/v2/product-lines` | A client''s marketing brand (appears on packaging) |

    | **OKC Product** | — | A supplement in the OK Capsule master catalog (what OKC purchases from vendors) |

    | **User** | `/v2/users` | An authorized person who accesses the API or portal |

    | **Contact** | `/v2/contacts` | A person associated with a client, managed for communication purposes |'
  version: 2.0.0
  title: OKC core API V2 Clients API
  contact:
    name: Engineering Department, OKCapsule
    email: lukas@okcapsule.com
  license:
    name: Apache 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0.html
servers:
- description: Production environment
  url: https://na1-prod.okcapsule.app
- description: Stage/Testing environment
  url: https://na1-stage.okcapsule.app
tags:
- name: Clients
  description: Routes to manage clients
paths:
  /v2/clients:
    post:
      tags:
      - Clients
      security:
      - bearerAuth:
        - clients/write
      summary: Creates a client.
      operationId: createClient
      description: Creates a client record.
      requestBody:
        content:
          application/json:
            schema:
              type: object
              required:
              - business_name
              properties:
                business_name:
                  type: string
                  example: Incorporated Company, LLC.
                display_name:
                  type: string
                  example: My Company
                is_test_account:
                  type: boolean
                  example: false
                is_international_shipping_enabled:
                  type: boolean
                  example: false
                onboarding_stage:
                  type:
                  - string
                  - 'null'
                  enum:
                  - signup
                  - verification
                  - introduction
                  - brand
                  - contacts
                  - addresses
                  - payment
                  - install_shopify
                  - formulary
                  - solution_packs
                  - pamphlet
                  - labels
                  - packet
                  - product_spec
                  - terms
                  - sla_rules
                  - test_order
                  - complete
                  - login
                  - confirmation_redirect
                  example: signup
                service_level:
                  type: string
                  enum:
                  - Starter
                  - Professional
                  - Enterprise
                  default: Starter
                  example: Starter
                contract_type:
                  type: string
                  enum:
                  - T&C
                  - MSA
                  default: T&C
                  example: T&C
                admin_user:
                  type: object
                  required:
                  - name
                  - email
                  properties:
                    name:
                      type: string
                      example: Example Tester
                    email:
                      type: string
                      format: email
                      example: user@example.com
                    phone_number:
                      type: string
                      example: '+16175551212'
                    locale:
                      type: string
                      pattern: ^[a-z]*-[A-Z]{2}$
                      example: en-US
                address:
                  type: object
                  description: Optional initial address for the client
                  properties:
                    is_default:
                      type: boolean
                      example: true
                    address_type:
                      type: string
                      enum:
                      - shipping
                      - billing
                      - legal
                      - return
                      example: billing
                    addressed_to:
                      type: string
                      maxLength: 35
                    address1:
                      type: string
                      maxLength: 100
                      example: 742 Evergreen Terrace
                    address2:
                      type: string
                      maxLength: 100
                    city:
                      type: string
                      maxLength: 50
                      example: Springfield
                    province_name:
                      type: string
                      maxLength: 30
                    country_name:
                      type: string
                      example: United States
                    postal_code:
                      type: string
                      maxLength: 10
                    phone_number:
                      type: string
                      maxLength: 15
                is_brand_remap_enabled:
                  type: boolean
                  default: false
                  example: false
                  description: When enabled, allows brand remapping for this client's products.
                status:
                  type: string
                  enum:
                  - Active
                  - Inactive
                  - Onboarding
                  default: Onboarding
                  x-internal: true
                  description: Internal use only - defaults to Onboarding.
                user_type:
                  type: string
                  enum:
                  - client
                  - internal
                  x-internal: true
                  description: Internal use only.
                max_user_count:
                  type: integer
                  minimum: 1
                  example: 5
                  x-internal: true
                  description: Internal use only - filtered out for client users.
                crm_account_id:
                  type: string
                  example: ABCDabcd123
                  x-internal: true
                  description: Internal use only - filtered out for client users.
            examples:
              ClientFullSample:
                $ref: '#/components/examples/ClientFullSample'
              ClientRequiredSample:
                $ref: '#/components/examples/ClientRequiredSample'
      responses:
        '201':
          description: Returns a created Client object.
          content:
            application/json:
              schema:
                type: object
                properties:
                  client:
                    $ref: '#/components/schemas/Client'
                  admin_user:
                    $ref: '#/components/schemas/User'
        '422':
          $ref: '#/components/responses/422ValidationError'
        default:
          $ref: '#/components/responses/UnknownError'
    get:
      tags:
      - Clients
      security:
      - bearerAuth:
        - clients/read
      summary: List all clients.
      operationId: listClients
      description: "List all clients a user has access to.\n\nFilterable fields:\n * status\n * business_name\n * display_name\n * crm_id\n\nSortable fields:\n* display_name\n* business_name\n"
      parameters:
      - $ref: '#/components/parameters/LimitParameters'
      - $ref: '#/components/parameters/CursorParameters'
      - $ref: '#/components/parameters/SortByParameters'
      - $ref: '#/components/parameters/QueryParameters'
      responses:
        '200':
          description: Search results matching criteria
          content:
            application/json:
              schema:
                required:
                - clients
                properties:
                  clients:
                    type: array
                    items:
                      $ref: '#/components/schemas/Client'
        default:
          $ref: '#/components/responses/UnknownError'
  /v2/clients/{id}:
    get:
      tags:
      - Clients
      security:
      - bearerAuth:
        - clients/read
      summary: Retrieve a client.
      operationId: getClient
      description: Retrieves a client by id.
      parameters:
      - $ref: '#/components/parameters/IdParameter'
      responses:
        '200':
          description: Returns the Client object for a valid identifier.
          content:
            application/json:
              schema:
                type: object
                properties:
                  client:
                    $ref: '#/components/schemas/Client'
        default:
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorModel'
          description: Error response.
    put:
      tags:
      - Clients
      security:
      - bearerAuth:
        - clients/write
      summary: Update a client.
      operationId: updateClient
      description: Update Client object.
      parameters:
      - $ref: '#/components/parameters/IdParameter'
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                business_name:
                  type: string
                  example: Incorporated Company, LLC.
                display_name:
                  type: string
                  example: My Company
                crm_account_id:
                  type: string
                  example: ABCDabcd123
                  x-internal: true
                  description: Internal use only - filtered out for client users.
                status:
                  type: string
                  enum:
                  - Active
                  - Inactive
                  - Onboarding
                  example: Active
                  x-internal: true
                  description: Internal use only - filtered out for client users.
                onboarding_stage:
                  type:
                  - string
                  - 'null'
                  enum:
                  - signup
                  - verification
                  - introduction
                  - brand
                  - contacts
                  - addresses
                  - payment
                  - install_shopify
                  - formulary
                  - solution_packs
                  - pamphlet
                  - labels
                  - packet
                  - product_spec
                  - terms
                  - sla_rules
                  - test_order
                  - complete
                  - login
                  - confirmation_redirect
                  - billing_address
                  - packaging
                  - product_customization
                  - categories
                  - creating_drafts
                  - shipping_tracking
                  example: signup
                max_user_count:
                  type: integer
                  minimum: 0
                  example: 5
                  x-internal: true
                  description: Internal use only - filtered out for client users.
                is_test_account:
                  type: boolean
                  example: false
                is_international_shipping_enabled:
                  type: boolean
                  example: false
                tax_id:
                  type: string
                  example: 001-999-874
                business_contact_firstname:
                  type: string
                  example: John
                business_contact_lastname:
                  type: string
                  example: Doe
                business_contact_email:
                  type: string
                  format: email
                  example: johndoe@email.com
                billing_contact_firstname:
                  type: string
                  example: Jane
                billing_contact_lastname:
                  type: string
                  example: Smith
                billing_contact_address_id:
                  type: string
                  format: uuid
                  example: dc6fcff9-0464-4c03-9bb9-e90812361a66
                service_level:
                  type: string
                  enum:
                  - Starter
                  - Professional
                  - Enterprise
                  example: Starter
                contract_type:
                  type: string
                  enum:
                  - T&C
                  - MSA
                  example: T&C
                stripe_customer_id:
                  type: string
                  example: cus_abc123
                payment_session_id:
                  type:
                  - string
                  - 'null'
                  example: pi_abc123
                is_brand_remap_enabled:
                  type: boolean
                  example: false
                  description: When enabled, allows brand remapping for this client's products.
      responses:
        '200':
          description: Returns the updated client.
          content:
            application/json:
              schema:
                type: object
                properties:
                  client:
                    $ref: '#/components/schemas/Client'
        '422':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ValidationError'
          description: Validation error response.
        default:
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorModel'
          description: Error response.
    delete:
      tags:
      - Clients
      security:
      - bearerAuth:
        - clients/write
      summary: Delete a client.
      operationId: deleteClient
      description: Delete a Client object.
      parameters:
      - $ref: '#/components/parameters/IdParameter'
      responses:
        '204':
          description: Confirms deletion of a client.
        default:
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorModel'
          description: Error response.
components:
  parameters:
    SortByParameters:
      in: query
      name: sort_by
      description: Sort values by a specific property. See available sort by values in the table.
      schema:
        type: string
    QueryParameters:
      in: query
      name: q
      description: Use Query DSL *query_string* syntax
      schema:
        type: string
    LimitParameters:
      in: query
      name: limit
      description: Number of results to return. Default 50, max 250.
      required: false
      schema:
        type: integer
        minimum: 1
        maximum: 250
    CursorParameters:
      in: query
      name: cursor
      description: Return results before/after a specific record.
      schema:
        type: string
    IdParameter:
      in: path
      name: id
      required: true
      schema:
        type: string
        minimum: 1
  examples:
    ClientRequiredSample:
      summary: Create client with only required fields.
      value:
        business_name: Incorporated Company, LLC
    ClientFullSample:
      summary: Create client with all the fields.
      value:
        business_name: Incorporated Company, LLC
        display_name: My Company
        is_test_account: false
        admin_user:
          name: Example Tester
          email: user@example.com
          phone_number: '16175551212'
          locale: en-US
  responses:
    422ValidationError:
      description: Validation error response.
      content:
        application/json:
          schema:
            type: object
            title: Validation Error
            required:
            - message
            - errors
            description: A validation error response from the OK Capsule API (Joi validation)
            properties:
              message:
                description: A human-readable message indicating a validation error occurred.
                maxLength: 40000
                type: string
                example: Validation error
              errors:
                description: An array of validation errors from Joi schema validation
                type: array
                items:
                  type: object
                  required:
                  - message
                  - type
                  properties:
                    message:
                      description: A human-readable message providing more details about the validation error.
                      type: string
                      example: '''business_name'' is required'
                    type:
                      description: The Joi validation type that failed.
                      type: string
                      example: any.required
    UnknownError:
      description: Error response.
      content:
        application/json:
          schema:
            title: Error Model
            description: An error response from the OK Capsule API
            type: object
            properties:
              error:
                title: Error Model Content
                type: object
                description: Error details object
                required:
                - message
                properties:
                  errorCode:
                    description: For some errors that could be handled programmatically, a short string indicating the error code.
                    maxLength: 5000
                    type: string
                    example: RESOURCE_NOT_FOUND
                  message:
                    description: A human-readable message providing more details about the error.
                    maxLength: 40000
                    type: string
                    example: The requested resource was not found
              message:
                description: Top-level error message (present in some error responses)
                type: string
                example: Internal Server Error
            required:
            - error
  schemas:
    ValidationError:
      type: object
      title: Validation Error
      required:
      - message
      - errors
      description: A validation error response from the OK Capsule API (Joi validation)
      properties:
        message:
          description: A human-readable message indicating a validation error occurred.
          maxLength: 40000
          type: string
          example: Validation error
        errors:
          description: An array of validation errors from Joi schema validation
          type: array
          items:
            type: object
            required:
            - message
            - type
            properties:
              message:
                description: A human-readable message providing more details about the validation error.
                type: string
                example: '''business_name'' is required'
              type:
                description: The Joi validation type that failed.
                type: string
                example: any.required
    Client:
      allOf:
      - allOf:
        - type: object
          required:
          - created_at
          - updated_at
          properties:
            created_at:
              type: string
              format: date-time
              readOnly: true
              example: '2023-03-20T09:12:28Z'
            updated_at:
              type: string
              format: date-time
              readOnly: true
              example: '2023-03-20T09:12:28Z'
        - type: object
          required:
          - id
          - status
          - business_name
          properties:
            id:
              type: string
              readOnly: true
              format: uuid
              example: d290f1ee-6c54-4b01-90e6-d701748f0851
            status:
              type: string
              enum:
              - Active
              - Inactive
              - Onboarding
              example: Active
            onboarding_stage:
              type:
              - string
              - 'null'
              enum:
              - signup
              - verification
              - introduction
              - brand
              - contacts
              - addresses
              - payment
              - install_shopify
              - formulary
              - solution_packs
              - pamphlet
              - labels
              - packet
              - product_spec
              - terms
              - sla_rules
              - test_order
              - complete
              - login
              - confirmation_redirect
              - billing_address
              - packaging
              - product_customization
              - categories
              - creating_drafts
              - shipping_tracking
              example: signup
            business_name:
              type: string
              example: Incorporated Company, LLC
            display_name:
              type: string
              example: My Company
            tax_id:
              type: string
              example: 001-999-874
            business_contact_firstname:
              type: string
              example: John
            business_contact_lastname:
              type: string
              example: Doe
            business_contact_email:
              type: string
              example: johndoe@email.com
            billing_contact_firstname:
              type: string
              example: Jane
            billing_contact_lastname:
              type: string
              example: Smith
            billing_contact_address_id:
              type: string
              format: uuid
              example: dc6fcff9-0464-4c03-9bb9-e90812361a66
            is_test_account:
              type: boolean
              example: false
            is_international_shipping_enabled:
              type: boolean
              example: false
            max_user_count:
              type: integer
              example: 5
            service_level:
              type: string
              enum:
              - Starter
              - Professional
              - Enterprise
              example: Starter
            contract_type:
              type: string
              enum:
              - T&C
              - MSA
              example: T&C
            stripe_customer_id:
              type: string
              example: cus_abc123
            payment_session_id:
              type: string
              example: ps_abc123
            is_brand_remap_enabled:
              type: boolean
              default: false
              example: false
              description: When enabled, allows brand remapping for this client's products.
            crm_account_id:
              type: string
              x-internal: true
              description: Internal use only.
              example: ABCDabcd123
            crm_id:
              type: string
              x-internal: true
              description: Internal use only.
              example: ABCDE12587AHSNNHS
      - type: object
        required:
        - created_at
        - updated_at
        properties:
          created_at:
            type: string
            format: date-time
            readOnly: true
            example: '2023-03-20T09:12:28Z'
          updated_at:
            type: string
            format: date-time
            readOnly: true
            example: '2023-03-20T09:12:28Z'
    ErrorModel:
      title: Error Model
      description: An error response from the OK Capsule API
      type: object
      properties:
        error:
          title: Error Model Content
          type: object
          description: Error details object
          required:
          - message
          properties:
            errorCode:
              description: For some errors that could be handled programmatically, a short string indicating the error code.
              maxLength: 5000
              type: string
              example: RESOURCE_NOT_FOUND
            message:
              description: A human-readable message providing more details about the error.
              maxLength: 40000
              type: string
              example: The requested resource was not found
        message:
          description: Top-level error message (present in some error responses)
          type: string
          example: Internal Server Error
      required:
      - error
    User:
      allOf:
      - type: object
        required:
        - id
        - client_id
        properties:
          id:
            type: string
            format: uuid
            readOnly: true
            example: d290f1ee-6c54-4b01-90e6-d701748f0851
          client_id:
            type:
            - string
            - 'null'
            format: uuid
            example: d290f1ee-6c54-4b01-90e6-d701748f0851
          user_type:
            type: string
            enum:
            - client
            - internal
            example: client
          name:
            type: string
            example: John Doe
          username:
            type: string
            format: uuid
            readOnly: true
            example: 087078ea-4b50-4a46-bb4d-322cf17db3ca
            description: Same as id (Cognito sub)
          email:
            type: string
            format: email
            example: user@example.com
          locale:
            type:
            - string
            - 'null'
            example: en-US
          roles:
            type: array
            items:
              type: string
              enum:
              - Client_Admin
              - Client_Manager
              - Client_Developer
              - Client_User
              - Internal_Admin
              - Internal_Manager
              - Internal_Developer
              - Internal_User
            example:
            - Client_Manager
            - Client_Developer
          phone_number:
            type:
            - string
            - 'null'
            format: E.164
            example: 12133734253
          last_login:
            type:
            - string
            - 'null'
            format: date-time
            readOnly: true
            example: '2023-06-29T11:12:28Z'
      - type: object
        required:
        - created_at
        - updated_at
        properties:
          created_at:
            type: string
            format: date-time
            readOnly: true
            example: '2023-03-20T09:12:28Z'
          updated_at:
            type: string
            format: date-time
            readOnly: true
            example: '2023-03-20T09:12:28Z'
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT