> ## Documentation Index > Fetch the complete documentation index at: https://docs.hyperprop.com/llms.txt > Use this file to discover all available pages before exploring further. # Create a mass credit template > Saves a set of rules (and optionally account filters) under a name, to start previews from. Names are unique per organization. Requires **manage** permission on traders. ```bash curl -X POST "https://api.hyperprop.com/platform/v1/organization/balance-adjustments/templates" \ -H "X-API-Key: hp_live_your_key_here" \ -H "Content-Type: application/json" \ -d '{"name": "Outage - net loss, cap 1000", "rules": {"lossBasis": "net", "maxCreditPerAccount": 1000}}' ``` ## OpenAPI ````yaml https://api.hyperprop.com/platform/openapi.json post /v1/organization/balance-adjustments/templates openapi: 3.0.0 info: title: Hyperprop Platform API version: 1.0.0 description: >- REST API for the Hyperprop Trading Platform — provision evaluation and funded trading accounts, manage traders and plans, react to account lifecycle events via signed webhooks, and reconcile billing. Built for prop firms integrating from their own backend. Authentication, quick start, error handling, idempotency, pagination, custom metadata, webhooks, and the MCP connector are documented at https://docs.hyperprop.com. x-logo: url: https://app.hyperprop.com/logo-icon.svg altText: Hyperprop href: https://hyperprop.com servers: - url: https://api.hyperprop.com/platform description: Production security: [] tags: - name: Trading accounts description: Create, update, and inspect trading accounts. - name: Traders description: Look up and update the traders in your organization. - name: Trading plans description: Define the plans you sell. - name: Trading rules description: Define how accounts are evaluated. - name: Lockouts description: Pause and resume trading on an account. - name: Payouts description: Check payout eligibility and record payouts. - name: Purchases description: Purchases recorded for your organization. - name: Time Machine description: Restore accounts to an earlier trading day or instant. - name: Mass credit description: >- Credit back losses across many accounts after an incident, as background jobs you can follow, pause, export and reverse. - name: Webhooks description: Register webhook endpoints and inspect deliveries. - name: Events description: Your organization's event history and real-time event stream. - name: Reconciliation description: Balances, end-of-day snapshots, and fills for reconciliation. - name: Analytics description: Organization performance and plan economics. - name: Billing description: 'Your Hyperprop bill: activity, billing cycles, and forecasts.' - name: Team and roles description: Manage dashboard access for your staff. - name: API keys description: Manage your organization's API key. - name: Logs and health description: >- API request logs, the audit log, integration health, and idempotency key recovery. - name: Organization profile description: Your organization's profile and logo. - name: Support description: Open and follow up on support tickets. - name: Partner access description: >- Read a trader's journal as an approved partner app, with the trader's own key. paths: /v1/organization/balance-adjustments/templates: post: tags: - Mass credit summary: Create a mass credit template description: >- Saves a set of rules (and optionally account filters) under a name, to start previews from. Names are unique per organization. Requires **manage** permission on traders. ```bash curl -X POST "https://api.hyperprop.com/platform/v1/organization/balance-adjustments/templates" \ -H "X-API-Key: hp_live_your_key_here" \ -H "Content-Type: application/json" \ -d '{"name": "Outage - net loss, cap 1000", "rules": {"lossBasis": "net", "maxCreditPerAccount": 1000}}' ``` operationId: postV1OrganizationBalanceadjustmentsTemplates requestBody: content: application/json: schema: $ref: '#/components/schemas/Model991' responses: '201': description: Created content: '*/*': schema: $ref: '#/components/schemas/Model992' '400': description: >- Bad Request - `VALIDATION_ERROR`, `INVALID_RULES`, `INVALID_WINDOW`, `INVALID_SELECTION` content: '*/*': schema: $ref: '#/components/schemas/Model994' '401': description: Authentication required content: '*/*': schema: $ref: '#/components/schemas/Model11' '403': description: >- Forbidden - The caller lacks traders:manage (`INSUFFICIENT_PERMISSIONS`) content: '*/*': schema: $ref: '#/components/schemas/Model995' '409': description: Conflict - `TEMPLATE_EXISTS` content: '*/*': schema: $ref: '#/components/schemas/Model997' '500': description: An unexpected error occurred content: '*/*': schema: $ref: '#/components/schemas/Model6' '503': description: Mass credit is not available yet; nothing was changed content: '*/*': schema: $ref: '#/components/schemas/Model144' security: - X-API-Key: [] components: schemas: Model991: type: object properties: name: type: string example: Platform outage - net loss, capped minLength: 1 maxLength: 80 x-convert: trim: true description: type: string maxLength: 500 x-convert: trim: true rules: $ref: '#/components/schemas/Model989' selection: $ref: '#/components/schemas/Model990' required: - name - rules Model992: type: object properties: success: type: boolean data: $ref: '#/components/schemas/Model379' Model994: type: object properties: success: type: boolean example: false statusCode: type: number example: 400 error: type: string example: Bad Request message: type: string example: '`minCreditPerAccount` cannot be larger than `maxCreditPerAccount`' code: $ref: '#/components/schemas/Model993' Model11: type: object properties: success: type: boolean description: Always false on errors example: false statusCode: type: number example: 401 error: type: string example: Unauthorized message: type: string example: Authentication required code: type: string description: Machine-readable error code — switch on this, not on message text example: UNAUTHORIZED Model995: type: object properties: statusCode: type: number example: 403 error: type: string example: Forbidden message: type: string example: Insufficient permissions code: $ref: '#/components/schemas/code' Model997: type: object properties: success: type: boolean example: false statusCode: type: number example: 409 error: type: string example: Conflict message: type: string example: A template named "Outage" already exists code: $ref: '#/components/schemas/Model996' Model6: type: object properties: success: type: boolean description: Always false on errors example: false statusCode: type: number example: 500 error: type: string example: Internal Server Error message: type: string example: An unexpected error occurred code: type: string description: Machine-readable error code — switch on this, not on message text example: INTERNAL_ERROR Model144: type: object properties: success: type: boolean description: Always false on errors example: false statusCode: type: number example: 503 error: type: string example: Error message: type: string example: Mass credit is not available yet; nothing was changed code: type: string description: Machine-readable error code — switch on this, not on message text example: FEATURE_NOT_READY Model989: type: object description: >- How the credit is computed. Every field is optional (a template or the defaults fill the rest), except the window, which the request or the template must give. properties: windowStart: type: string format: date-time description: Start of the incident window (inclusive), ISO 8601 example: '2026-10-21T13:30:00Z' windowEnd: type: string format: date-time description: >- End of the window (exclusive). Must be in the past; at most 7 days after `windowStart`. example: '2026-10-21T14:15:00Z' lossBasis: $ref: '#/components/schemas/Model988' includeFees: type: boolean description: 'Default `true`: fees and commission count as part of the loss.' example: true maxCreditPerAccount: type: number description: Largest credit per account. No cap by default. example: null x-constraint: precision: 2 sign: positive minCreditPerAccount: type: number description: >- Smallest credit paid; smaller losses are skipped (`BELOW_MINIMUM`). None by default. example: null x-constraint: precision: 2 sign: positive countTowardDailyPnl: type: boolean description: >- Default `false`: the day's starting balance moves with the credit, so it does not count as that day's profit (the daily loss limit stays where it was). `true`: the credit counts toward the day's P&L. example: false moveHighWaterMark: type: boolean description: >- Default `false`: the high-water mark (trailing drawdown peak) stays where it is. `true`: it moves up with the credit. example: false requireFlat: type: boolean description: >- Default `false`. `true`: accounts holding positions or working orders when the credit lands fail with `OPEN_EXPOSURE` (retry them later). example: false skipAlreadyCredited: type: boolean description: >- Default `true`: leave out accounts already credited, and not reversed, for an overlapping window. example: true Model990: type: object description: 'Optional: `all` or `filter` (a template cannot hold an account list)' properties: mode: $ref: '#/components/schemas/mode' filters: $ref: '#/components/schemas/Model138' required: - mode - filters Model379: type: object properties: id: type: string example: 3f2a1b0c-9d8e-4f7a-8b6c-5d4e3f2a1b0c x-format: guid: true name: type: string example: Platform outage - net loss, capped description: type: string rules: $ref: '#/components/schemas/Model378' selection: $ref: '#/components/schemas/selection' createdBy: type: string example: ops@yourfirm.com updatedBy: type: string createdAt: type: string updatedAt: type: string Model993: type: string example: VALIDATION_ERROR enum: - VALIDATION_ERROR - INVALID_RULES - INVALID_WINDOW - INVALID_SELECTION code: type: string example: INSUFFICIENT_PERMISSIONS enum: - INSUFFICIENT_PERMISSIONS Model996: type: string example: TEMPLATE_EXISTS enum: - TEMPLATE_EXISTS Model988: type: string description: >- `net` (default): the window's net P&L, when it is a loss. `gross_losers`: the total of the losing round trips that ended in the window; winning trades are not netted against them. example: net enum: - net - gross_losers mode: type: string description: >- `all`: every account of the organization. `list`: the accounts you send (ids or account numbers). `filter`: accounts matching `filters`. example: all enum: - all - list - filter Model138: type: object properties: planIds: $ref: '#/components/schemas/planIds' statuses: $ref: '#/components/schemas/statuses' types: $ref: '#/components/schemas/types' createdFrom: type: string format: date-time description: Accounts created at or after createdTo: type: string format: date-time description: Accounts created before Model378: type: object description: >- How the credit is computed. Every field is optional (a template or the defaults fill the rest), except the window, which the request or the template must give. properties: windowStart: type: string format: date-time description: Start of the incident window (inclusive), ISO 8601 example: '2026-10-21T13:30:00Z' windowEnd: type: string format: date-time description: >- End of the window (exclusive). Must be in the past; at most 7 days after `windowStart`. example: '2026-10-21T14:15:00Z' lossBasis: $ref: '#/components/schemas/Model377' includeFees: type: boolean description: 'Default `true`: fees and commission count as part of the loss.' example: true maxCreditPerAccount: type: number description: Largest credit per account. No cap by default. example: null x-constraint: precision: 2 sign: positive minCreditPerAccount: type: number description: >- Smallest credit paid; smaller losses are skipped (`BELOW_MINIMUM`). None by default. example: null x-constraint: precision: 2 sign: positive countTowardDailyPnl: type: boolean description: >- Default `false`: the day's starting balance moves with the credit, so it does not count as that day's profit (the daily loss limit stays where it was). `true`: the credit counts toward the day's P&L. example: false moveHighWaterMark: type: boolean description: >- Default `false`: the high-water mark (trailing drawdown peak) stays where it is. `true`: it moves up with the credit. example: false requireFlat: type: boolean description: >- Default `false`. `true`: accounts holding positions or working orders when the credit lands fail with `OPEN_EXPOSURE` (retry them later). example: false skipAlreadyCredited: type: boolean description: >- Default `true`: leave out accounts already credited, and not reversed, for an overlapping window. example: true selection: type: object properties: mode: $ref: '#/components/schemas/mode' filters: $ref: '#/components/schemas/Model138' required: - mode - filters planIds: type: array description: Trading plans the account was bought on maxItems: 100 items: type: string x-format: guid: true statuses: type: array description: Account statuses example: - in_progress maxItems: 20 items: type: string maxLength: 40 types: type: array description: Account types example: - evaluation maxItems: 20 items: type: string maxLength: 40 Model377: type: string description: >- `net` (default): the window's net P&L, when it is a loss. `gross_losers`: the total of the losing round trips that ended in the window; winning trades are not netted against them. example: net enum: - net - gross_losers securitySchemes: X-API-Key: type: apiKey name: X-API-Key in: header description: >- Organization API key. Format: "hp_live_{key}". Organization admins manage the key in the dashboard. ```` ## Related topics - [List mass credit templates](https://docs.hyperprop.com/platform-api/mass-credit/list-mass-credit-templates.md) - [Delete a mass credit template](https://docs.hyperprop.com/platform-api/mass-credit/delete-a-mass-credit-template.md) - [Update a mass credit template](https://docs.hyperprop.com/platform-api/mass-credit/update-a-mass-credit-template.md) - [Preview a mass credit](https://docs.hyperprop.com/platform-api/mass-credit/preview-a-mass-credit.md) - [Confirm a mass credit](https://docs.hyperprop.com/platform-api/mass-credit/confirm-a-mass-credit.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.