> ## 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.

# Get monthly billing summary

> Returns the billing summary for a specific month — total amount owed, number of billable users, one bounded page of charge line items, and your organization's current rate card.

**How billing works (calendar-month model, since August 2026):**
- Each billable trader is charged once per CALENDAR MONTH: platform fee + CME Group market data bundle, full month, no proration — mirroring how CME licenses market data
- Month boundaries follow CME's clock — **America/Chicago**. "July" runs from Jul 1 00:00 CT to Aug 1 00:00 CT (DST handled automatically), so the billing ledger always matches CME's own subscriber month
- The month is charged at the trader's first billing trigger inside it (account creation) or automatically at the start of the month while they hold at least one active account
- A trader who starts on Jul 30 and is still active in August pays for July AND for August — two charges days apart is expected
- No active accounts in a month → no charge for that month
- The price is locked when each charge is created; rate changes only affect future months
- `totalAmount` is the exact sum of all charges for the month
- `platformAmount` / `marketDataAmount` split that total into the Hyperprop platform fee and the CME Group market data bundle (`platformAmount + marketDataAmount = totalAmount`); each line item carries the same split as `platformPrice` / `marketDataPrice`
- Totals are aggregated server-side; `cycles` is paginated with `limit`/`offset`, so the endpoint remains bounded for organizations with 100K+ users
- Months before August 2026 were billed as rolling 30-day cycles (the old model); those rows count toward the month they STARTED in

**The `pricing` object (current rate card):**
- `platformPricePerUser` — the Hyperprop platform fee per billable trader per month
- `cmeGroupBundlePrice` — the CME Group market data bundle (CME, CBOT, NYMEX, COMEX — always billed as one bundle) per month
- `totalPerBillableUser` — what each trader-month costs (`platformPricePerUser + cmeGroupBundlePrice`)
- `billingPeriod` — always `calendar_month`
- This reflects the rate applied to new monthly charges only; historical charges always keep the price they locked in



## OpenAPI

````yaml /api-reference/openapi.json get /v1/organization/billing/summary
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


    Two methods, depending on who is calling:


    ### Bearer Token (JWT) — users & dashboard

    Most endpoints accept a JWT via `Authorization: Bearer <token>`. Used by the
    dashboard and client applications.


    ### API Key — organizations (prop firms)

    Organization endpoints also accept `X-API-Key: hp_live_...` for programmatic
    access from your backend — no browser session needed. Keys are managed by
    organization admins in the dashboard; each key carries permissions (`read`,
    `write`, `admin`) and can be rotated or revoked at any time. Keys are stored
    hashed (SHA-256) — the raw key is shown once at creation. Endpoints that
    create or modify data require `write` or `admin`.


    ## Quick Start


    ```bash

    # 1. List your trading plans (grab a tradingPlanId)

    curl "https://api.hyperprop.com/platform/v1/organization/trading-plans" \
      -H "X-API-Key: hp_live_your_key_here"

    # 2. Create a trading account for a trader (by Hyperprop user ID or email)

    curl -X POST
    "https://api.hyperprop.com/platform/v1/organization/trading-accounts" \
      -H "X-API-Key: hp_live_your_key_here" \
      -H "Content-Type: application/json" \
      -d '{"type": "evaluation", "tradingPlanId": "<uuid>", "email": "trader@example.com"}'
    ```


    ## Response Envelope & Error Handling


    **Success** responses always wrap the payload:


    ```json

    { "success": true, "data": { ... }, "message": "optional human-readable
    note" }

    ```


    **Errors** — including request-validation failures, auth failures, and
    errors

    proxied from the trade engine — always return this single uniform shape with
    a

    machine-readable `code` you can switch on:


    ```json

    {
      "success": false,
      "statusCode": 404,
      "error": "Not Found",
      "message": "No Hyperprop user found with that email. The trader must have a Hyperprop account before an account can be created for them.",
      "code": "TRADER_NOT_FOUND"
    }

    ```


    Parse rule of thumb: check `success`; on `false`, switch on `code` (never on
    `message` text — messages can be reworded). Some errors carry additional
    structured context alongside these fields (e.g. payout rejections include a
    `consistency` block).


    Common codes: `VALIDATION_ERROR` (malformed payload/params), `UNAUTHORIZED`,
    `INSUFFICIENT_PERMISSIONS` / `NOT_ADMIN` (key lacks write/admin),
    `*_NOT_FOUND` (missing resource), `*_NOT_IN_ORG` (resource belongs to
    another organization), `IDEMPOTENCY_KEY_IN_PROGRESS` (duplicate in flight),
    `ENGINE_UNREACHABLE` (trade engine down — retry with the same idempotency
    key). Endpoint-specific codes (e.g. payout `OPEN_EXPOSURE`,
    `CONSISTENCY_BLOCKED`) are documented on each endpoint.


    ## Idempotency


    **Every mutating endpoint (POST, PUT, PATCH, DELETE) honors idempotency keys
    uniformly.** Send an `Idempotency-Key` header (the `X-Idempotency-Key`
    spelling is accepted as an alias) to retry any write safely without creating
    duplicates.


    How it works:


    - The key is scoped to your organization + the request path. The first
    request with a given key executes normally and its response is cached for
    **24 hours**.

    - A replay (same key, same path) within 24 hours returns the cached response
    with an `Idempotency-Replayed: true` response header — the operation is
    **not** executed again.

    - If a request with the same key is still in flight, the duplicate gets `409
    IDEMPOTENCY_KEY_IN_PROGRESS` — back off and retry; you'll then receive the
    cached response.

    - 5xx responses are **not** cached, so retrying after a server error
    re-executes the request (that's what you want). 2xx-4xx responses are cached
    — if a request failed validation and you fix the payload, use a **fresh
    key**.

    - Keys are free-form strings up to 255 characters. Use something that
    identifies the operation on your side, e.g. `order-8814-attempt-1`.


    ```bash

    curl -X POST
    "https://api.hyperprop.com/platform/v1/organization/trading-accounts" \
      -H "X-API-Key: hp_live_your_key_here" \
      -H "Idempotency-Key: order-8814-attempt-1" \
      -H "Content-Type: application/json" \
      -d '{"type": "evaluation", "tradingPlanId": "...", "traderId": "..."}'
    ```


    This applies to account creation, account PATCH (status, currentBalance,
    metadata), rules, plans, lockouts, payouts, team, webhooks — every write on
    the platform API. Payouts additionally forward the key to the trade engine
    for engine-level double-withdrawal protection.


    ## Pagination & Sorting


    List endpoints support both styles:


    - **Cursor (recommended):** pass `?cursor=` from the previous response's
    `pagination.nextCursor`. Stable under concurrent writes.

    - **Offset:** `?limit=&offset=` with `pagination.total` / `hasMore` in the
    response.


    Sorting uses `?sort=field:direction` (e.g. `?sort=created_at:asc`); allowed
    fields are listed per endpoint. Default: `created_at:desc`.


    ## Custom Metadata


    Trading accounts, purchases, traders, plans, and rules all carry a free-form
    `metadata` JSON object. Use it to store your own references — payment IDs,
    campaign tags, payout records, internal notes. Hyperprop stores and returns
    it verbatim (and lets you filter list endpoints by it, e.g.
    `?metadata=stripePaymentId:pi_123`) but never interprets it. Update
    endpoints support `mergeMetadata: true` for shallow (top-level) merges
    instead of wholesale replacement.


    ## Webhooks


    Subscribe to account lifecycle events (`account.created`,
    `account.status_changed`, `account.updated`, `account.passed`,
    `account.failed`, and more) via the Webhooks endpoints. Deliveries are
    HMAC-SHA256 signed — verify `X-Hyperprop-Signature` with your endpoint
    secret, using `X-Hyperprop-Timestamp` for replay protection;
    `X-Hyperprop-Delivery` gives you a unique delivery ID for deduplication.
    Failed deliveries are retried with backoff, and you can redeliver any event
    from the dashboard or API.


    ## MCP Connector (AI Agents)


    The platform ships a built-in [MCP](https://modelcontextprotocol.io) server,
    so AI agents and assistants (Claude, Cursor, custom agents) can operate your
    organization directly — no integration code required.


    ```http

    Endpoint:  POST https://api.hyperprop.com/platform/v1/mcp

    Transport: Streamable HTTP (stateless, JSON responses)

    Auth:      X-API-Key header, Authorization: Bearer hp_live_..., or OAuth

    ```


    **Claude web / desktop (Add custom connector):** paste the endpoint URL and
    leave the OAuth Client ID/Secret fields empty — the connector registers
    itself automatically. Claude opens a Hyperprop consent page where an org
    admin pastes the organization API key once; access then follows that key's
    permissions and ends if the key is revoked. (Under the hood: OAuth 2.1 with
    PKCE and dynamic client registration.)


    **Cursor / Claude Code — `mcp.json`:**


    ```json

    {
      "mcpServers": {
        "hyperprop": {
          "url": "https://api.hyperprop.com/platform/v1/mcp",
          "headers": { "X-API-Key": "hp_live_your_key_here" }
        }
      }
    }

    ```


    **Available tools (12):** `list_trading_plans`, `list_trading_accounts`,
    `get_trading_account`, `get_account_audit_log`, `list_traders`,
    `get_trader`, `list_purchases`, `get_purchase`, `get_billing_summary` (read)
    · `create_trading_account`, `update_trading_account`, `record_payout`
    (write).


    Every tool call executes the corresponding REST endpoint with your key, so
    organization scoping, permissions, validation, audit logging, and webhooks
    apply exactly as documented on each endpoint. Read tools work with any key;
    write tools need `write`/`admin` permission — connect a **read-only key** if
    you want a strictly read-only agent. `create_trading_account` accepts an
    optional `idempotencyKey` so agent retries can't create duplicates, and
    `record_payout` implements the documented payout recipe (append to
    `metadata.payouts`, adjust `currentBalance`, audit-logged `reason`).


    ## Endpoint Groups


    - **Authentication** — Sign up, sign in, OAuth, MFA, password reset. No auth
    required for most.

    - **User** — Profile, notifications, demo accounts, audit logs. Requires
    **Bearer token** (JWT).

    - **Organization** — Trading accounts, plans, rules, traders, purchases,
    lockouts, billing, bulk operations, webhooks, analytics. Accepts **Bearer
    token** OR **API Key**.

    - **System** — Health checks. No auth required.
  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: Authentication
    description: >-
      User authentication - signup, signin, signout, password reset, email
      verification, OAuth, and MFA
  - name: User
    description: >-
      User account management - profile, notifications, agreements, dismissals,
      and audit logs. Requires Bearer token.
  - name: Organization
    description: >-
      Organization management - profile, team, trading accounts, plans, and
      rules. Supports **dual authentication**: Bearer JWT token (dashboard
      users) OR X-API-Key (programmatic access).
  - name: Demo
    description: >-
      Demo account management - import, list, and delete demo trading accounts.
      Requires Bearer token.
  - name: Market Data
    description: CME futures contracts and market data. Requires Bearer token.
  - name: System
    description: System endpoints - health checks and connectivity
paths:
  /v1/organization/billing/summary:
    get:
      tags:
        - Organization
      summary: Get monthly billing summary
      description: >-
        Returns the billing summary for a specific month — total amount owed,
        number of billable users, one bounded page of charge line items, and
        your organization's current rate card.


        **How billing works (calendar-month model, since August 2026):**

        - Each billable trader is charged once per CALENDAR MONTH: platform fee
        + CME Group market data bundle, full month, no proration — mirroring how
        CME licenses market data

        - Month boundaries follow CME's clock — **America/Chicago**. "July" runs
        from Jul 1 00:00 CT to Aug 1 00:00 CT (DST handled automatically), so
        the billing ledger always matches CME's own subscriber month

        - The month is charged at the trader's first billing trigger inside it
        (account creation) or automatically at the start of the month while they
        hold at least one active account

        - A trader who starts on Jul 30 and is still active in August pays for
        July AND for August — two charges days apart is expected

        - No active accounts in a month → no charge for that month

        - The price is locked when each charge is created; rate changes only
        affect future months

        - `totalAmount` is the exact sum of all charges for the month

        - `platformAmount` / `marketDataAmount` split that total into the
        Hyperprop platform fee and the CME Group market data bundle
        (`platformAmount + marketDataAmount = totalAmount`); each line item
        carries the same split as `platformPrice` / `marketDataPrice`

        - Totals are aggregated server-side; `cycles` is paginated with
        `limit`/`offset`, so the endpoint remains bounded for organizations with
        100K+ users

        - Months before August 2026 were billed as rolling 30-day cycles (the
        old model); those rows count toward the month they STARTED in


        **The `pricing` object (current rate card):**

        - `platformPricePerUser` — the Hyperprop platform fee per billable
        trader per month

        - `cmeGroupBundlePrice` — the CME Group market data bundle (CME, CBOT,
        NYMEX, COMEX — always billed as one bundle) per month

        - `totalPerBillableUser` — what each trader-month costs
        (`platformPricePerUser + cmeGroupBundlePrice`)

        - `billingPeriod` — always `calendar_month`

        - This reflects the rate applied to new monthly charges only; historical
        charges always keep the price they locked in
      operationId: getV1OrganizationBillingSummary
      parameters:
        - description: Month to query (YYYY-MM). Defaults to current month.
          name: month
          in: query
          required: false
          schema:
            type: string
            pattern: ^\d{4}-\d{2}$
        - description: Cycle line items per page
          name: limit
          in: query
          schema:
            type: integer
            minimum: 1
            maximum: 100
            default: 50
        - description: Cycle line-item pagination offset
          name: offset
          in: query
          schema:
            type: integer
            minimum: 0
            default: 0
      responses:
        '200':
          description: Billing summary retrieved
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/Model224'
        '401':
          description: Authentication required
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/Model7'
        '500':
          description: An unexpected error occurred
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/Model3'
      security:
        - Bearer: []
        - X-API-Key: []
components:
  schemas:
    Model224:
      type: object
      properties:
        success:
          type: boolean
          example: true
        data:
          $ref: '#/components/schemas/Model223'
    Model7:
      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
    Model3:
      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
    Model223:
      type: object
      example:
        organizationId: a6fcc0ce-eb28-4f43-b256-96a3144b0d34
        organizationName: FakePropFirm
        pricing:
          platformPricePerUser: 0.25
          cmeGroupBundlePrice: 6.75
          totalPerBillableUser: 7
          billingPeriod: calendar_month
          currency: USD
        month: 2026-03
        billableUsers: 50
        totalAmount: 850
        platformAmount: 700
        marketDataAmount: 150
        currency: USD
        cycles:
          - userId: user-1
            userEmail: trader1@example.com
            price: 17
            platformPrice: 14
            marketDataPrice: 3
            triggerType: account_created
            startedAt: '2026-03-01T10:00:00.000Z'
          - userId: user-2
            userEmail: trader2@example.com
            price: 17
            platformPrice: 14
            marketDataPrice: 3
            triggerType: auto_renewal
            startedAt: '2026-03-15T10:00:00.000Z'
        pagination:
          total: 50
          limit: 50
          offset: 0
          hasMore: false
      properties:
        organizationId:
          type: string
        organizationName:
          type: string
        pricing:
          $ref: '#/components/schemas/Model221'
        month:
          type: string
        billableUsers:
          type: number
        totalAmount:
          type: number
        platformAmount:
          type: number
          description: Hyperprop platform fee portion of totalAmount
        marketDataAmount:
          type: number
          description: CME Group market data bundle portion of totalAmount
        currency:
          type: string
        cycles:
          $ref: '#/components/schemas/cycles'
        pagination:
          $ref: '#/components/schemas/Model222'
    Model221:
      type: object
      description: >-
        Current rate card — applies to new monthly charges; historical charges
        keep their locked-in price
      properties:
        platformPricePerUser:
          type: number
        cmeGroupBundlePrice:
          type: number
        totalPerBillableUser:
          type: number
        billingPeriod:
          $ref: '#/components/schemas/billingPeriod'
        currency:
          type: string
    cycles:
      type: array
      items:
        type: string
    Model222:
      type: object
      properties:
        total:
          type: number
        limit:
          type: number
        offset:
          type: number
        hasMore:
          type: boolean
    billingPeriod:
      type: string
      enum:
        - calendar_month
  securitySchemes:
    Bearer:
      type: apiKey
      name: Authorization
      in: header
      description: >-
        JWT Bearer token for user session auth. Format: "Bearer {token}". Used
        by User and Organization endpoints.
    X-API-Key:
      type: apiKey
      name: X-API-Key
      in: header
      description: >-
        Organization API key for programmatic access. Format: "hp_live_{key}".
        Used by Organization endpoints as an alternative to Bearer token. Keys
        are managed in the dashboard.

````

## Related topics

- [Get all-months billing aggregates](/platform-api/organization/get-all-months-billing-aggregates.md)
- [Get monthly firm P&L (revenue vs payouts vs platform costs)](/platform-api/organization/get-monthly-firm-p&l-revenue-vs-payouts-vs-platform-costs.md)
- [List billing cycles](/platform-api/organization/list-billing-cycles.md)
- [List roles (system presets + your custom roles)](/platform-api/organization/list-roles-system-presets-+-your-custom-roles.md)
- [Get events for a billing cycle](/platform-api/organization/get-events-for-a-billing-cycle.md)
