> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# List Holders

> Use this endpoint to list all holders under your organization, following a paginated listing pattern. Currently, filtering by specific holder attributes is reserved for internal integrations over gRPC.



## OpenAPI

````yaml /en/openapi/v3-current/CRM.yaml get /v1/holders
openapi: 3.1.0
info:
  title: CRM
  description: >-
    The CRM Integration API is a non-transactional component that provides a set
    of endpoints for managing holders of ledger accounts and their associated
    data. CRM is designed to organize and expose customer data for use by other
    components within the system, facilitating efficient integration and data
    management.
  version: 3.7.1
servers:
  - url: https://crm.sandbox.lerian.net
security: []
tags:
  - name: Holders
paths:
  /v1/holders:
    get:
      tags:
        - Holders API
      summary: List Holders
      description: >-
        Use this endpoint to list all holders under your organization, following
        a paginated listing pattern. Currently, filtering by specific holder
        attributes is reserved for internal integrations over gRPC.
      parameters:
        - name: metadata
          in: query
          description: The metadata key provided when the Holder was created.
          required: false
          schema:
            type: string
        - name: limit
          in: query
          description: The maximum number of items to include in the response.
          required: false
          schema:
            type: integer
            default: 10
        - name: page
          in: query
          description: The number of the page that you want to retrieve.
          required: false
          schema:
            type: integer
            default: 1
        - name: sort_order
          in: query
          description: The order used to sort the results.
          required: false
          schema:
            type: string
            enum:
              - asc
              - desc
        - name: include_deleted
          in: query
          description: >-
            If `true`, the Holders that were logically deleted (soft deleted)
            will also be included.
          required: false
          schema:
            type: string
        - name: external_id
          in: query
          description: Filters holders by your system's ID.
          required: false
          schema:
            type: string
        - name: document
          in: query
          description: Filters holders by document number.
          required: false
          schema:
            type: string
        - $ref: '#/components/parameters/Authorization'
        - $ref: '#/components/parameters/XOrganizationId'
        - $ref: '#/components/parameters/XLerianId'
      responses:
        '200':
          description: >-
            Indicates that the resource was successfully created and the
            operation was completed as expected.
          content:
            application/json:
              schema:
                type: object
                properties:
                  items:
                    type: array
                    items:
                      $ref: '#/components/schemas/HolderResponse'
                    description: List with the items returned.
                  page:
                    type: integer
                    description: The number of the page returned.
                    default: 1
                  limit:
                    type: integer
                    description: The number of items to include in the response.
                    default: 10
                required:
                  - items
                  - page
                  - limit
              example:
                items:
                  - id: 0194f0ea-2cb2-78c9-b9be-704ba20a9cd8
                    externalId: d14a028c2a3a2bc9476102bb288234c415a2b01f828ea62ac5b3e42f
                    type: LEGAL_PERSON
                    name: ACME Corp LTD
                    document: '91315026015'
                    addresses:
                      primary:
                        line1: Rua Botucatu 10
                        line2: Casa B
                        zipCode: '04023060'
                        city: São Paulo
                        state: SP
                        country: BR
                        description: BR address
                      additional1:
                        line1: 75020 Odell Grove
                        line2: Apt. 181
                        zipCode: 40969-4460
                        city: Rubenport
                        state: NH
                        country: US
                        description: US address
                      additional2:
                        line1: 52 Lavender Hill
                        line2: Apt. 2
                        zipCode: SW11 5RH
                        city: Battersea
                        state: London
                        country: UK
                        description: UK address
                    contact:
                      primaryEmail: john_doe@email.com
                      secondaryEmail: john.doe@workemail.com
                      mobilePhone: '5577927967227'
                      otherPhone: '556829443019'
                    naturalPerson:
                      favoriteName: Johnny
                      socialName: Johnny Doe
                      gender: Male
                      birthDate: '1990-12-01'
                      civilStatus: Married
                      nationality: Brazilian
                      motherName: Jane Doe
                      fatherName: Richard Doe
                      status: Active
                    legalPerson:
                      tradeName: ACME
                      activity: Electronic devices development
                      type: Limited Liability
                      foundingDate: '2010-01-01'
                      size: Medium
                      status: Closed
                      representative:
                        name: Jane Doe
                        document: '98765432100'
                        email: janedoe@corporate.com
                        role: CFO
                    metadata:
                      metadata1: value1
                      metadata2: 2
                    createdAt: '2025-01-01T00:00:00Z'
                    deletedAt: '2025-01-01T00:00:00Z'
                    updatedAt: '2025-01-01T00:00:00Z'
                  - id: 01954e1e-e42d-79eb-a5a0-04a5bcad8272
                    externalId: G4K7N8M2
                    type: NATURAL_PERSON
                    name: John Doe
                    document: '91315026015'
                    addresses:
                      primary:
                        line1: Street 1
                        line2: Street 2
                        zipCode: 00000-000
                        city: New York
                        state: NY
                        country: US
                        description: Home address
                      additional1:
                        line1: Street 1
                        line2: Street 2
                        zipCode: 00000-000
                        city: New York
                        state: NY
                        country: US
                        description: Home address
                      additional2:
                        line1: Street 1
                        line2: Street 2
                        zipCode: 00000-000
                        city: New York
                        state: NY
                        country: US
                        description: Home address
                    contact:
                      primaryEmail: john.doe@example.com
                      secondaryEmail: john.doe@example.com
                      mobilePhone: '+1555555555'
                      otherPhone: '+1555555555'
                    naturalPerson:
                      favoriteName: John
                      socialName: John Doe
                      gender: Male
                      birthDate: '1990-01-01'
                      civilStatus: Single
                      nationality: Brazilian
                      motherName: Jane Doe
                      fatherName: John Doe
                      status: Active
                    legalPerson:
                      tradeName: Lerian Studio
                      activity: Electronic devices development
                      type: Limited Liability
                      foundingDate: '2025-01-01'
                      size: Medium
                      status: Closed
                      representative:
                        name: John Doe
                        document: '91315026015'
                        email: john.doe@example.com
                        role: CFO
                    metadata:
                      labore46: true
                      qui_0: true
                      suntb6e: enim reprehenderit aliquip
                    createdAt: '2025-02-28T19:53:22.221Z'
                    updatedAt: '2025-02-28T19:53:22.221Z'
                    deletedAt: null
                  - id: 01954e2e-30c9-7302-a4e9-0cd8279546fe
                    externalId: G4K7N8M2
                    type: NATURAL_PERSON
                    name: John Doe
                    document: '91315026016'
                    addresses:
                      additional1:
                        line1: Street 1
                        line2: Street 2
                        zipCode: 00000-000
                        city: New York
                        state: NY
                        country: US
                        description: Home address
                    contact:
                      primaryEmail: john.doe@example.com
                      secondaryEmail: john.doe@example.com
                      mobilePhone: '+1555555555'
                      otherPhone: '+1555555555'
                    naturalPerson:
                      favoriteName: John
                      socialName: John Doe
                      gender: Male
                      birthDate: '1990-01-01'
                      civilStatus: Single
                      nationality: Brazilian
                      motherName: Jane Doe
                      fatherName: John Doe
                      status: Active
                    legalPerson:
                      tradeName: Lerian Studio
                      activity: Electronic devices development
                      type: Limited Liability
                      foundingDate: '2025-01-01'
                      size: Medium
                      status: Closed
                      representative:
                        name: John Doe
                        document: '91315026015'
                        email: john.doe@example.com
                        role: CFO
                    metadata:
                      elit_80: -56805915.286121026
                    createdAt: '2025-02-28T20:10:04.873Z'
                    updatedAt: '2025-02-28T20:10:04.873Z'
                    deletedAt: null
                page: 1
                limit: 10
          headers: {}
        '400':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorMessage'
              examples:
                Error0011:
                  $ref: '#/components/examples/Error0011'
                Error0015:
                  $ref: '#/components/examples/Error0015'
                Error0016:
                  $ref: '#/components/examples/Error0016'
                Error0019:
                  $ref: '#/components/examples/Error0019'
                Error0020:
                  $ref: '#/components/examples/Error0020'
                Error0021:
                  $ref: '#/components/examples/Error0021'
                Error0022:
                  $ref: '#/components/examples/Error0022'
          headers: {}
        '404':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorMessage'
              examples:
                Error0006:
                  $ref: '#/components/examples/Error0006'
          headers: {}
        '500':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorMessage'
              examples:
                Error0014:
                  $ref: '#/components/examples/Error0014'
          headers: {}
      security: []
components:
  parameters:
    Authorization:
      name: Authorization
      in: header
      description: >-
        The authorization token in the 'Bearer <token>' format.  


        **Important:** This header is required if your environment has Access
        Manager enabled. For more information, refer to the [Access
        Manager](/en/access-manager) documentation.
      required: false
      schema:
        type: string
    XOrganizationId:
      name: X-Organization-id
      in: header
      description: The unique identifier of the Organization associated with the request.
      required: true
      schema:
        type: string
        example: 019c96a0-0a98-7287-9a31-786e0809c769
    XLerianId:
      name: X-Lerian-Id
      in: header
      description: >-
        The unique identifier of Lerian's client, generated and assigned by
        Lerian.
      required: false
      schema:
        type: string
        example: 019c96a0-0a98-7287-9a31-786e0809c769
  schemas:
    HolderResponse:
      description: Holder's details.
      type: object
      properties:
        id:
          type: string
          description: Unique identifier of the Holder.
        externalId:
          description: Optional field for linking this Holder to an external system.
          type: string
        type:
          description: |-
            Defines if the Holder is an individual or a company.
            * `NATURAL_PERSON` – Individual
            * `LEGAL_PERSON` – Company
          type: string
          enum:
            - NATURAL_PERSON
            - LEGAL_PERSON
        name:
          type: string
          description: Full name of the Holder.
        document:
          type: string
          description: Holder's identification number (such as _CPF_ or _CNPJ_).
        addresses:
          $ref: '#/components/schemas/Addresses'
          description: Holder's address information.
        contact:
          $ref: '#/components/schemas/Contact'
          description: Holder's contact information.
        naturalPerson:
          $ref: '#/components/schemas/NaturalPerson'
          description: Information specific to individuals.
        legalPerson:
          $ref: '#/components/schemas/LegalPerson'
          description: Information specific to legal entities.
        metadata:
          $ref: '#/components/schemas/Metadata'
        createdAt:
          type: string
          description: Date when the Holder was created.
        deletedAt:
          type: string
          description: Date when the Holder was deleted.
        updatedAt:
          type: string
          description: Date when the Holder was last updated.
    ErrorMessage:
      description: The response message error.
      type: object
      properties:
        code:
          type: string
          description: A unique, stable identifier for the error.
        title:
          type: string
          description: A brief summary of the issue.
        message:
          type: string
          description: Detailed guidance for resolving the error.
    Addresses:
      description: Information about the Holder's address.
      type: object
      properties:
        primary:
          $ref: '#/components/schemas/Address'
          description: Details about the primary address.
        additional1:
          $ref: '#/components/schemas/Address'
        additional2:
          $ref: '#/components/schemas/Address'
    Contact:
      description: User's contact information.
      type: object
      properties:
        primaryEmail:
          description: The primary email used to contact the holder.
          type: string
        secondaryEmail:
          description: The secondary email used to contact the holder.
          type: string
        mobilePhone:
          description: >-
            The mobile phone number used to contact the holder, including
            country code.
          type: string
        otherPhone:
          description: Any additional phone number used to contact the holder.
          type: string
    NaturalPerson:
      description: Personal details of an individual (Natural Person).
      type: object
      properties:
        favoriteName:
          description: Nickname or preferred name.
          type: string
        socialName:
          description: Social name, if different from the legal name.
          type: string
        gender:
          description: Gender identity of the person.
          type: string
        birthDate:
          type: string
          description: Date of birth in YYYY-MM-DD format.
          format: date
        civilStatus:
          description: 'Civil status — for example: `Single`, `Married`, or `Divorced`.'
          type: string
        nationality:
          description: Nationality, for example, `Brazilian`.
          type: string
        motherName:
          description: Mother's full name.
          type: string
        fatherName:
          description: Father's full name.
          type: string
        status:
          description: Current status of the individual in the system.
          type: string
    LegalPerson:
      description: Information specific to legal entities (companies).
      type: object
      properties:
        activity:
          description: The type of business or activity the company engages in.
          type: string
        foundingDate:
          description: The date when the company was established.
          type: string
        representative:
          $ref: '#/components/schemas/Representative'
          description: Details of the company's legal representative.
        size:
          description: The size classification of the company.
          type: string
        status:
          description: The current status of the company.
          type: string
        tradeName:
          description: The registered business name of the company, if applicable.
          type: string
        type:
          description: The legal structure of the company.
          type: string
    Metadata:
      type: object
      additionalProperties:
        type: string
      description: >-
        An object containing key-value pairs to add as metadata, where the field
        `name` is the key and the field `value` is the value. For example, to
        add a Cost Center, use 'costCenter': 'BR_11101997'.
    Address:
      description: Details about a specific address.
      type: object
      properties:
        line1:
          description: Street name and building number.
          type: string
        line2:
          description: Extra address details, for example, apartment or suite number.
          type: string
        zipCode:
          description: Postal or ZIP code.
          type: string
        city:
          description: City where the address is located.
          type: string
        state:
          description: State, province, or region.
          type: string
        country:
          description: Two-letter country code (ISO 3166-1 alpha-2).
          type: string
        description:
          description: A label to help identify this address.
          type: string
    Representative:
      description: Details of the company's legal representative.
      type: object
      properties:
        document:
          description: The document number of the legal representative.
          type: string
        email:
          description: The email address of the legal representative.
          type: string
        name:
          description: The legal representative's name.
          type: string
        role:
          description: The role of the legal representative within the company.
          type: string
  examples:
    Error0011:
      value:
        code: CRM-0011
        title: Invalid Sort Order
        message: >-
          The 'sort_order' field must be 'asc' or 'desc'. Please provide a valid
          sort order and try again.
      summary: Invalid Sort Order
    Error0015:
      value:
        code: CRM-0015
        title: Bad Request
        message: >-
          The server could not understand the request due to malformed syntax.
          Please check the listed fields and try again.
      summary: Bad Request
    Error0016:
      value:
        code: CRM-0016
        title: Invalid Query Parameter
        message: >-
          One or more query parameters are in an incorrect format. Please check
          the following parameters '%v' and ensure they meet the required format
          before trying again.
      summary: Invalid Query Parameter
    Error0019:
      value:
        code: CRM-0019
        title: Invalid Metadata Format
        message: >-
          The metadata parameter format is invalid. Metadata must be provided in
          the 'metadata.field=value' format. Please check the documentation for
          correct usage.
      summary: Invalid Metadata Format
    Error0020:
      value:
        code: CRM-0020
        title: Invalid Metadata Key
        message: >-
          The metadata key '%s' contains invalid characters. Metadata keys must
          use only alphanumeric characters, underscores, and hyphens after the
          'metadata.' prefix.
      summary: Invalid Metadata Key
    Error0021:
      value:
        code: CRM-0021
        title: Potentially Unsafe Metadata Value
        message: >-
          The metadata value '%s' contains characters that could be used for
          database injection attacks. Please remove any MongoDB operators (like
          $where, $regex) from your query.
      summary: Potentially Unsafe Metadata Value
    Error0022:
      value:
        code: CRM-0022
        title: Invalid Header Value
        message: >-
          One or more headers have invalid values. Please check the following
          headers %v and ensure they contain valid UUIDs before trying again.
      summary: Invalid Header Value
    Error0006:
      value:
        code: CRM-0006
        title: Holder ID Not Found
        message: >-
          The provided holder ID does not exist in our records. Please verify
          the holder ID and try again.
      summary: Holder ID Not Found
    Error0014:
      value:
        code: CRM-0014
        title: Internal Server Error
        message: >-
          The server encountered an unexpected error. Please try again later or
          contact support.
      summary: Internal Server Error

````