Rocket Matter

Rocket Matter Clients API

View, create, and delete clients.

GitHub OpenAPI
Business capability
Customer Data Management BC-420.10

Operations 10

POST /Clients.svc/json/Save Save #
POST /Clients.svc/json/CreateClientFromString Create client from string #
POST /Clients.svc/json/GetCountries Get countries #
POST /Clients.svc/json/GetAllClients Get all clients #
POST /Clients.svc/json/SearchClientAndPotentialClients Search client and potential clients #
POST /Clients.svc/json/SearchClientIncludePendingClients Search client include pending clients #
POST /Clients.svc/json/GetClientByCode Get client by code #
POST /Clients.svc/json/GetMatterReadOnlyRelationshipsForClient Get matter read only relationships for client #
POST /Clients.svc/json/GetClientsByIds Get clients by ids #

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/rocket-matter/refs/heads/main/openapi/rocket-matter-clients-api-openapi.yml

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OpenAPI Specification

rocket-matter-clients-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  description: Welcome to the Rocket Matter API.
  version: '2.0'
  title: Rocket Matter Clients API
  termsOfService: www.rocketmatter.com
  contact:
    email: developer@rocketmatter.com
  license:
    name: Rocket Matter
    url: www.rocketmatter.com
  x-logo:
    url: https://support.rocketmatter.com/wp-content/themes/rm-support/img/rm-logo.png
servers:
- url: https://<DOMAIN>/<INSTALL>/API_V2
tags:
- name: Clients
  description: View, create, and delete clients.
paths:
  /Clients.svc/json/Save:
    post:
      tags:
      - Clients
      description: Create a new client by specifying all attributes.
      operationId: Save
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientSaveResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ClientSaveRequest'
        required: true
      summary: Save
      x-summary-source: derived
  /Clients.svc/json/CreateClientFromString:
    post:
      tags:
      - Clients
      description: Create a new client with only the client name.
      operationId: CreateClientFromString
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CreateClientFromStringResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateClientFromStringRequest'
        required: true
      summary: Create client from string
      x-summary-source: derived
  /Clients.svc/json/GetCountries:
    post:
      tags:
      - Clients
      description: See a list of all available countries.
      operationId: GetCountries
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetCountriesResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/GetCountriesRequest'
        required: true
      summary: Get countries
      x-summary-source: derived
  /Clients.svc/json/GetAllClients:
    post:
      tags:
      - Clients
      description: See a list of all clients.
      operationId: GetAllClients
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetAllClientsReponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      summary: Get all clients
      x-summary-source: derived
  /Clients.svc/json/Search:
    post:
      tags:
      - Clients
      description: Search through all existing clients by text keyword.
      operationId: Search
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SearchClientsReponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SearchClientsRequest'
        required: true
      summary: Search
      x-summary-source: derived
  /Clients.svc/json/SearchClientAndPotentialClients:
    post:
      tags:
      - Clients
      description: Search through existing clients and potential clients by text keyword.
      operationId: SearchClientAndPotentialClients
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SearchClientsReponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SearchClientsRequest'
        required: true
      summary: Search client and potential clients
      x-summary-source: derived
  /Clients.svc/json/SearchClientIncludePendingClients:
    post:
      tags:
      - Clients
      description: Search through existing clients and pending clients by text keyword.
      operationId: SearchClientIncludePendingClients
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SearchClientsReponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SearchClientsRequest'
        required: true
      summary: Search client include pending clients
      x-summary-source: derived
  /Clients.svc/json/GetClientByCode:
    post:
      tags:
      - Clients
      description: Find a client by name.
      operationId: GetClientByCode
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetClientByCodeResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/GetClientByCodeRequest'
        required: true
      summary: Get client by code
      x-summary-source: derived
  /Clients.svc/json/GetMatterReadOnlyRelationshipsForClient:
    post:
      tags:
      - Clients
      description: See all relationships for a client.
      operationId: GetMatterReadOnlyRelationshipsForClient
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetMatterReadOnlyRelationshipsResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/GetMatterReadOnlyRelationshipsRequest'
        required: true
      summary: Get matter read only relationships for client
      x-summary-source: derived
  /Clients.svc/json/GetClientsByIds:
    post:
      tags:
      - Clients
      description: Get specific client(s) by ID.
      operationId: GetClientsByIds
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetClientsByIdsResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/GetClientsByIdsRequest'
        required: true
      summary: Get clients by ids
      x-summary-source: derived
components:
  schemas:
    CreateClientFromStringResponse:
      type: object
      properties:
        Client:
          type: object
          $ref: '#/components/schemas/Client'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    CreateClientFromStringRequest:
      type: object
      properties:
        ClientCode:
          type: string
    ContactRelationship:
      type: object
      properties:
        ContactId:
          type: integer
          format: int32
        RelationshipId:
          type: integer
          format: int32
        RelationshipName:
          type: string
        Role:
          type: string
        Position:
          type: integer
          format: int32
        IsCompany:
          type: boolean
        ID:
          type: integer
          format: int32
    ContactAddress:
      type: object
      properties:
        AddressLine1:
          type: string
        AddressLine2:
          type: string
        City:
          type: string
        State:
          type: string
        PostalCode:
          type: string
        Country:
          type: string
        IsEmpty:
          type: boolean
        ID:
          type: integer
          format: int32
    ClientSaveResponse:
      type: object
      properties:
        Client:
          type: object
          $ref: '#/components/schemas/Client'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    CharacterValidationRule:
      type: object
      properties:
        ShouldMatch:
          type: boolean
        Message:
          type: string
        Regex:
          type: string
    GetMatterReadOnlyRelationshipsRequest:
      type: object
      properties:
        ClientId:
          type: integer
          format: int32
        Relationship:
          type: string
    Client:
      type: object
      properties:
        Name:
          type: string
        Code:
          type: string
        MiddleName:
          type: string
        LastName:
          type: string
        IsCompany:
          type: boolean
        ContactID:
          type: integer
          format: int32
        CompanyID:
          type: integer
          format: int32
        CompanyName:
          type: string
        WorkEmail:
          type: string
        FullName:
          type: string
        HomeAddress:
          type: object
          $ref: '#/components/schemas/ContactAddress'
        Relationships:
          type: array
          items:
            $ref: '#/components/schemas/ContactRelationship'
        HomeEmail:
          type: string
        MobilePhone:
          type: string
        Notes:
          type: string
        PreferredDisplayName:
          type: string
        PrimaryContact:
          type: string
        PrimaryContactId:
          type: integer
          format: int32
        Salutation:
          type: string
        SkypeUserName:
          type: string
        Suffix:
          type: string
        Title:
          type: string
        WorkAddress:
          type: object
          $ref: '#/components/schemas/ContactAddress'
        WorkFax:
          type: string
        WorkPhone:
          type: string
        HomePhone:
          type: string
        WorkPhoneExt:
          type: string
        Tags:
          type: array
          items:
            type: string
        ID:
          type: integer
          format: int32
    ValidationResult:
      type: object
      properties:
        MinValue:
          type: boolean
        MaxValue:
          type: boolean
        MinLength:
          type: boolean
        MaxLength:
          type: boolean
        Required:
          type: boolean
        PropertyDisplayName:
          type: string
        Precision:
          type: boolean
        ValueEntered:
          type: object
        Name:
          type: string
        ObjectName:
          type: string
        ExternalID:
          type: string
        MinValueMessage:
          type: string
        MaxValueMessage:
          type: string
        MinLengthMessage:
          type: string
        MaxLengthMessage:
          type: string
        RequiredMessage:
          type: string
        RequiredPrecisionMessage:
          type: string
        BaseFailureMessage:
          type: string
        FailedValidationMessages:
          type: array
          items:
            type: string
        FailedCharacterValidations:
          type: array
          items:
            $ref: '#/components/schemas/CharacterValidationRule'
        IsValid:
          type: boolean
    GetClientsByIdsResponse:
      type: object
      properties:
        Clients:
          type: array
          items:
            $ref: '#/components/schemas/Client'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    SearchClientsRequest:
      type: object
      properties:
        SearchText:
          type: string
    MatterRelatedContact:
      type: object
      properties:
        ContactId:
          type: integer
          format: int32
        Contact:
          type: object
          $ref: '#/components/schemas/Contact'
        MatterID:
          type: integer
          format: int32
        Role:
          type: string
        Position:
          type: integer
          format: int32
        RelationshipName:
          type: string
        IsDefault:
          type: boolean
        IsUser:
          type: boolean
        IsAttendeeRole:
          type: boolean
        IsEventOwnerRole:
          type: boolean
        TaskAssigneeRole:
          type: boolean
        TaskOwnerRole:
          type: boolean
        ID:
          type: integer
          format: int32
    GetCountriesRequest:
      type: object
      properties:
        SearchText:
          type: string
    GetAllClientsReponse:
      type: object
      properties:
        Clients:
          type: array
          items:
            $ref: '#/components/schemas/Client'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    GetCountriesResponse:
      type: object
      properties:
        Countries:
          type: array
          items:
            type: string
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    GetClientByCodeRequest:
      type: object
      properties:
        ClientCode:
          type: string
    GetClientsByIdsRequest:
      type: object
      properties:
        ClientIds:
          type: array
          items:
            type: integer
            format: int32
    SearchClientsReponse:
      type: object
      properties:
        Clients:
          type: array
          items:
            $ref: '#/components/schemas/Client'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    GetClientByCodeResponse:
      type: object
      properties:
        Client:
          type: object
          $ref: '#/components/schemas/Client'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    GetMatterReadOnlyRelationshipsResponse:
      type: object
      properties:
        RelatedContacts:
          type: array
          items:
            $ref: '#/components/schemas/MatterRelatedContact'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    Contact:
      type: object
      properties:
        Name:
          type: string
        MiddleName:
          type: string
        FullName:
          type: string
        LastName:
          type: string
        IsCompany:
          type: boolean
        WorkEmail:
          type: string
        WorkPhone:
          type: string
        WorkPhoneExt:
          type: string
        WorkFax:
          type: string
        WorkAddressLine1:
          type: string
        WorkAddressLine2:
          type: string
        WorkCity:
          type: string
        WorkState:
          type: string
        WorkPostalCode:
          type: string
        WorkCountry:
          type: string
        ClientID:
          type: integer
          format: int32
        HomeEmail:
          type: string
        HomePhone:
          type: string
        HomeAddressLine1:
          type: string
        HomeAddressLine2:
          type: string
        HomeCity:
          type: string
        HomeState:
          type: string
        HomePostalCode:
          type: string
        HomeCountry:
          type: string
        ExternalID2:
          type: string
        LastModifiedDate:
          type: string
          format: date-time
        ContactTypeId:
          type: integer
          format: int32
        CompanyId:
          type: integer
          format: int32
        CompanyName:
          type: string
        Initials:
          type: string
        Notes:
          type: string
        UserId:
          type: integer
          format: int32
        ID:
          type: integer
          format: int32
    ClientSaveRequest:
      type: object
      properties:
        Client:
          type: object
          $ref: '#/components/schemas/Client'