CreateClient

CreateClient creates a single client.

Overview

Method Options

Authorisation specification of the CreateClient method.

Type	METHOD_TYPE_WRITE
Access Level	METHOD_ACCESS_LEVEL_AUTHORISED
Roles	ROLE_COMPLIANCE_ADMIN ROLE_COMPLIANCE_CLIENT_ADMIN

Parameters

Request and response parameter message overview:

Input: CreateClientRequest Message

Field	Type	Required	Description
Client	meshtrade.compliance.client.v1.Client	True	Client is the client resource to create.

Returns: Client Message

Protobuf

syntax = "proto3";

package meshtrade.compliance.client.v1;

import "buf/validate/validate.proto";
import "meshtrade/compliance/client/v1/client.proto";
import "meshtrade/option/method_options/v1/method_options.proto";

option go_package = "github.com/meshtrade/api/go/compliance/client/v1;client_v1";
option java_package = "co.meshtrade.api.compliance.client.v1";

// Service manages client profiles for compliance and Know Your Customer (KYC)
// purposes.
//
// The main entity managed by this service is the `Client` resource. A client can
// be a natural person, company, or trust. This service allows you to retrieve
// the compliance profiles for these clients.
service ClientService {
  // CreateClient creates a single client.
  rpc CreateClient(CreateClientRequest) returns (meshtrade.compliance.client.v1.Client) {
    option (meshtrade.option.method_options.v1.method_options) = {
      type: METHOD_TYPE_WRITE
      access_level: METHOD_ACCESS_LEVEL_AUTHORISED
      roles: [
        ROLE_COMPLIANCE_ADMIN,
        ROLE_COMPLIANCE_CLIENT_ADMIN
      ]
    };
  }

  // GetClient retrieves a single client's compliance profile by its unique resource name.
  //
  // This allows for fetching the complete compliance details of a specific client,
  // including all associated information like identification documents, tax residencies,
  // and company structures.
  rpc GetClient(GetClientRequest) returns (meshtrade.compliance.client.v1.Client) {
    option (meshtrade.option.method_options.v1.method_options) = {
      type: METHOD_TYPE_READ
      access_level: METHOD_ACCESS_LEVEL_AUTHORISED
      roles: [
        ROLE_COMPLIANCE_ADMIN,
        ROLE_COMPLIANCE_VIEWER,
        ROLE_COMPLIANCE_CLIENT_ADMIN,
        ROLE_COMPLIANCE_CLIENT_VIEWER
      ]
    };
  }

  // GetGroupClient retrieves the client compliance profile associated with a specific group.
  //
  // This allows fetching the compliance details of the client that is owned by
  // the specified group, using the group's resource name as the lookup key.
  rpc GetGroupClient(GetGroupClientRequest) returns (meshtrade.compliance.client.v1.Client) {
    option (meshtrade.option.method_options.v1.method_options) = {
      type: METHOD_TYPE_READ
      access_level: METHOD_ACCESS_LEVEL_AUTHORISED
      roles: [
        ROLE_COMPLIANCE_ADMIN,
        ROLE_COMPLIANCE_VIEWER,
        ROLE_COMPLIANCE_CLIENT_ADMIN,
        ROLE_COMPLIANCE_CLIENT_VIEWER
      ]
    };
  }

  // ListClients retrieves a collection of client compliance profiles.
  //
  // This method is useful for fetching multiple client records at once.
  // Note: This endpoint does not currently support pagination or filtering.
  rpc ListClients(ListClientsRequest) returns (ListClientsResponse) {
    option (meshtrade.option.method_options.v1.method_options) = {
      type: METHOD_TYPE_READ
      access_level: METHOD_ACCESS_LEVEL_AUTHORISED
      roles: [
        ROLE_COMPLIANCE_ADMIN,
        ROLE_COMPLIANCE_VIEWER,
        ROLE_COMPLIANCE_CLIENT_ADMIN,
        ROLE_COMPLIANCE_CLIENT_VIEWER
      ]
    };
  }
}

// GetClientRequest is the message used to request a single client resource.
message GetClientRequest {
  // The unique resource name of the client to be retrieved.
  // The name serves as the primary identifier for the client resource.
  // Format: "compliance/clients/{client_id}"
  string name = 1 [(buf.validate.field) = {
    required: true
    string: {
      len: 45
      pattern: "^compliance/clients/[0123456789ABCDEFGHJKMNPQRSTVWXYZ]{26}$"
    }
  }];
}

// CreateClientRequest is the message used to create a single client resource.
message CreateClientRequest {
  // Client is the client resource to create.
  meshtrade.compliance.client.v1.Client client = 1 [(buf.validate.field) = {required: true}];
}

// GetGroupClientRequest is the message used to request a client resource by its owning group.
message GetGroupClientRequest {
  // The resource name of the group whose client is to be retrieved.
  // Format: "groups/{group_id}"
  string group = 1 [(buf.validate.field) = {
    required: true
    string: {
      len: 33
      pattern: "^groups/[0123456789ABCDEFGHJKMNPQRSTVWXYZ]{26}$"
    }
  }];
}

// ListClientsRequest is the message used to request a list of client resources.
message ListClientsRequest {}

// ListClientsResponse contains a list of client resources.
message ListClientsResponse {
  // A repeated field containing the client resource objects.
  repeated meshtrade.compliance.client.v1.Client clients = 1;
}

Code Examples

Select supported SDK in the language of your choice for a full example of how to invoke the this method:

Go

package main

import (
	"context"
	"log"

	clientv1 "github.com/meshtrade/api/go/compliance/client/v1"
)

func main() {
	ctx := context.Background()

	// Default configuration is used and credentials come from MESH_API_CREDENTIALS
	// environment variable or default discovery methods. Zero config required
	// unless you want custom configuration.
	service, err := clientv1.NewClientService()
	if err != nil {
		log.Fatalf("Failed to create service: %v", err)
	}
	defer service.Close()

	// Create request with service-specific parameters
	request := &clientv1.CreateClientRequest{
		// FIXME: Populate service-specific request fields
	}

	// Call the CreateClient method
	client, err := service.CreateClient(ctx, request)
	if err != nil {
		log.Fatalf("CreateClient failed: %v", err)
	}

	// FIXME: Add relevant response object usage
	log.Printf("CreateClient successful: %+v", client)
}

Python

from meshtrade.compliance.client.v1 import (
    ClientService,
    CreateClientRequest,
)


def main():
    # Default configuration is used and credentials come from MESH_API_CREDENTIALS
    # environment variable or default discovery methods. Zero config required
    # unless you want custom configuration.
    service = ClientService()

    with service:
        # Create request with service-specific parameters
        request = CreateClientRequest(
            # FIXME: Populate service-specific request fields
        )

        # Call the CreateClient method
        client = service.create_client(request)

        # FIXME: Add relevant response object usage
        print("CreateClient successful:", client)


if __name__ == "__main__":
    main()

Java

import co.meshtrade.api.compliance.client.v1.ClientService;
import co.meshtrade.api.compliance.client.v1.Service.CreateClientRequest;
import co.meshtrade.api.compliance.client.v1.Client.Client;

import java.util.Optional;

public class CreateClientExample {
    public static void main(String[] args) {
        // Default configuration is used and credentials come from MESH_API_CREDENTIALS
        // environment variable or default discovery methods. Zero config required
        // unless you want custom configuration.
        try (ClientService service = new ClientService()) {
            // Create request with service-specific parameters
            CreateClientRequest request = CreateClientRequest.newBuilder()
                // FIXME: Populate service-specific request fields
                .build();

            // Call the CreateClient method
            Client client = service.createClient(request, Optional.empty());

            // FIXME: Add relevant response object usage
            System.out.println("CreateClient successful: " + client);
        } catch (Exception e) {
            System.err.println("CreateClient failed: " + e.getMessage());
            e.printStackTrace();
        }
    }
}

Advanced Configuration

For advanced client configuration options (custom endpoints, TLS settings, timeouts), see the SDK Configuration Guide.

Other Methods

• Compliance Client v1 Method List - For Other methods