> ## 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 trading accounts for your organization

> Retrieve all trading accounts for your organization with powerful filtering and search.

**What is a trading account?**
A trading account represents a trader's evaluation or sim-funded account. Each account tracks their progress, balance, and performance against your trading rules.

**Account types:**

| Type | Description |
|------|-------------|
| `evaluation` | Challenge account where trader must hit profit target |
| `sim_funded` | Simulated funded account after passing evaluation |

**Account statuses:**

| Status | Description |
|--------|-------------|
| `not_started` | Account created but trader hasn't begun trading |
| `in_progress` | Trader is actively trading |
| `passed` | Trader hit profit target and passed the evaluation |
| `failed` | Trader violated a rule (max loss, drawdown, etc.) |
| `expired` | Evaluation period ended without passing |

**What you get for each account:**
- Account details (number, type, status, balances)
- Performance data and high water mark
- Trading plan and rules applied
- Trader info (your customer's email and name)
- Linked Hyperprop user (or the one-time `importKey` while still unlinked)
- Purchase details (what they paid)
- Custom metadata (any JSON data you need)

**Search:**
The `search` parameter is flexible and matches:
- Account number (partial match): `?search=APEX-100K`
- Trader email (partial match): `?search=john@`
- Trader name (partial match): `?search=John`
- Account ID (exact match): `?search=7c9e6679-7425-40de-944b-e07fc1f90ae7`
- User ID (exact match): `?search=f994bc02-343c-4026-8a57-afc085eca8d5`

**Lookup by your own customer ID:**
`?customerId=mffu-cust-4471` returns all accounts of the customer whose `customerId` you set at creation (or via PATCH) — an indexed, exact-match, deterministic lookup for reconciliation. (`?externalRef=` still works as a deprecated alias.)

**Example queries:**
```http
# Find all active evaluations
GET /organization/trading-accounts?type=evaluation&status=in_progress

# Search for a specific trader
GET /organization/trading-accounts?search=john@example.com

# Get all passed accounts this month
GET /organization/trading-accounts?status=passed&startDate=2025-01-01&endDate=2025-01-31

# Find high-priority accounts that are in progress
GET /organization/trading-accounts?metadata=priority:high&status=in_progress

# Page through results (page 2, 25 per page)
GET /organization/trading-accounts?limit=25&offset=25
```

**Use cases:**
- Monitor active evaluations in real-time
- Find accounts for a specific trader
- Generate pass/fail reports
- Track VIP or promotional accounts
- Audit account history for compliance



## OpenAPI

````yaml /api-reference/openapi.json get /v1/organization/trading-accounts
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/trading-accounts:
    get:
      tags:
        - Organization
      summary: Get trading accounts for your organization
      description: >-
        Retrieve all trading accounts for your organization with powerful
        filtering and search.


        **What is a trading account?**

        A trading account represents a trader's evaluation or sim-funded
        account. Each account tracks their progress, balance, and performance
        against your trading rules.


        **Account types:**


        | Type | Description |

        |------|-------------|

        | `evaluation` | Challenge account where trader must hit profit target |

        | `sim_funded` | Simulated funded account after passing evaluation |


        **Account statuses:**


        | Status | Description |

        |--------|-------------|

        | `not_started` | Account created but trader hasn't begun trading |

        | `in_progress` | Trader is actively trading |

        | `passed` | Trader hit profit target and passed the evaluation |

        | `failed` | Trader violated a rule (max loss, drawdown, etc.) |

        | `expired` | Evaluation period ended without passing |


        **What you get for each account:**

        - Account details (number, type, status, balances)

        - Performance data and high water mark

        - Trading plan and rules applied

        - Trader info (your customer's email and name)

        - Linked Hyperprop user (or the one-time `importKey` while still
        unlinked)

        - Purchase details (what they paid)

        - Custom metadata (any JSON data you need)


        **Search:**

        The `search` parameter is flexible and matches:

        - Account number (partial match): `?search=APEX-100K`

        - Trader email (partial match): `?search=john@`

        - Trader name (partial match): `?search=John`

        - Account ID (exact match):
        `?search=7c9e6679-7425-40de-944b-e07fc1f90ae7`

        - User ID (exact match): `?search=f994bc02-343c-4026-8a57-afc085eca8d5`


        **Lookup by your own customer ID:**

        `?customerId=mffu-cust-4471` returns all accounts of the customer whose
        `customerId` you set at creation (or via PATCH) — an indexed,
        exact-match, deterministic lookup for reconciliation. (`?externalRef=`
        still works as a deprecated alias.)


        **Example queries:**

        ```http

        # Find all active evaluations

        GET /organization/trading-accounts?type=evaluation&status=in_progress


        # Search for a specific trader

        GET /organization/trading-accounts?search=john@example.com


        # Get all passed accounts this month

        GET
        /organization/trading-accounts?status=passed&startDate=2025-01-01&endDate=2025-01-31


        # Find high-priority accounts that are in progress

        GET
        /organization/trading-accounts?metadata=priority:high&status=in_progress


        # Page through results (page 2, 25 per page)

        GET /organization/trading-accounts?limit=25&offset=25

        ```


        **Use cases:**

        - Monitor active evaluations in real-time

        - Find accounts for a specific trader

        - Generate pass/fail reports

        - Track VIP or promotional accounts

        - Audit account history for compliance
      operationId: getV1OrganizationTradingaccounts
      parameters:
        - description: Search by account number, trader email/name, account ID, or user ID
          name: search
          in: query
          required: false
          schema:
            type: string
        - description: Filter by account type
          name: type
          in: query
          required: false
          schema:
            type: string
            enum:
              - evaluation
              - sim_funded
              - competition
        - description: Filter by account status
          name: status
          in: query
          required: false
          schema:
            type: string
            enum:
              - not_started
              - in_progress
              - passed
              - failed
              - expired
        - description: Filter by metadata key:value (e.g., "vip:true", "source:affiliate")
          name: metadata
          in: query
          required: false
          schema:
            type: string
        - description: >-
            Exact match on the customerId you set at account creation (or via
            PATCH). Deterministic lookup of all accounts belonging to one of
            your customers.
          name: customerId
          in: query
          required: false
          schema:
            type: string
            maxLength: 255
        - description: DEPRECATED alias for customerId — use customerId instead.
          name: externalRef
          in: query
          required: false
          schema:
            type: string
            maxLength: 255
        - description: >-
            true = only accounts with no trader attached yet (their one-time
            importKey is included in each row); false = only linked accounts.
            Omit for both.
          name: unlinked
          in: query
          required: false
          schema:
            type: boolean
        - description: Only include accounts created from this date onwards
          x-format:
            isoDate: true
          name: startDate
          in: query
          required: false
          schema:
            type: string
        - description: Only include accounts created up to this date
          x-format:
            isoDate: true
          name: endDate
          in: query
          required: false
          schema:
            type: string
        - description: 'Results per page (default: 50, max: 100)'
          name: limit
          in: query
          schema:
            type: integer
            minimum: 1
            maximum: 100
            default: 50
        - description: Skip this many results (for pagination)
          name: offset
          in: query
          schema:
            type: integer
            minimum: 0
            default: 0
        - description: >-
            Cursor for pagination. Pass the `nextCursor` value from the previous
            response to get the next page. When using cursor, do not send
            `offset` — it will be ignored.


            **How it works:** The cursor is an opaque string that points to the
            last item you received. The server uses it to efficiently fetch the
            next set of results without scanning previous pages.


            **Backwards compatible:** If you don't send a cursor, offset/limit
            pagination works as before.
          name: cursor
          in: query
          required: false
          schema:
            type: string
      responses:
        '200':
          description: Success - Returns paginated list of trading accounts
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/Model123'
        '401':
          description: Unauthorized - Invalid or missing session token
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/Model124'
        '403':
          description: Forbidden - Your account is not associated with an organization
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/Model125'
        '500':
          description: An unexpected error occurred
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/Model3'
      security:
        - Bearer: []
        - X-API-Key: []
components:
  schemas:
    Model123:
      type: object
      properties:
        success:
          type: boolean
          example: true
        data:
          $ref: '#/components/schemas/Model122'
    Model124:
      type: object
      properties:
        statusCode:
          type: number
          example: 401
        error:
          type: string
          example: Unauthorized
        message:
          type: string
          example: Invalid or expired session
    Model125:
      type: object
      properties:
        statusCode:
          type: number
          example: 403
        error:
          type: string
          example: Forbidden
        message:
          type: string
          example: This endpoint is only available for organization users
        code:
          type: string
          example: NOT_ORGANIZATION_USER
    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
    Model122:
      type: object
      example:
        organizationId: a6fcc0ce-eb28-4f43-b256-96a3144b0d34
        organizationName: FakePropFirm
        accounts:
          - id: 7c9e6679-7425-40de-944b-e07fc1f90ae7
            accountNumber: ACC-7845KXPQ
            type: evaluation
            status: in_progress
            initialBalance: 50000
            currentBalance: 52150
            highWaterMark: 53200
            dailyStartingBalance: 51800
            startedAt: '2026-02-01T09:00:00.000Z'
            completedAt: null
            violationReason: null
            metadata:
              source: affiliate_program
            userId: f994bc02-343c-4026-8a57-afc085eca8d5
            userEmail: trader@example.com
            userAvatarUrl: https://api.dicebear.com/9.x/glass/svg?seed=trader
            tradingPlan:
              id: 09c93da5-f057-4cc5-82da-ff9220292c94
              name: 50K Challenge
              accountSize: 50000
            tradingRule:
              id: 6bec94a1-425b-47be-bb41-a80e3140e2e7
              name: Standard Rules
              profitTarget: 4000
              maxLoss: 2500
              maxDrawdown: 5
              drawdownType: static
            trader:
              email: john.smith@email.com
              name: John Smith
            purchase:
              id: f47ac10b-58cc-4372-a567-0e02b2c3d479
              purchaseDate: '2026-01-28T10:00:00.000Z'
              pricePaid: 299
              currency: USD
              metadata:
                stripePaymentId: pi_3ABC123
            createdAt: '2026-01-28T10:00:00.000Z'
            updatedAt: '2026-02-17T14:30:00.000Z'
        pagination:
          total: 142
          limit: 50
          offset: 0
          hasMore: true
      properties:
        organizationId:
          type: string
          description: Your organization ID
        organizationName:
          type: string
          description: Your organization name
        accounts:
          $ref: '#/components/schemas/Model120'
        pagination:
          $ref: '#/components/schemas/Model121'
    Model120:
      type: array
      description: Array of trading accounts
      items:
        $ref: '#/components/schemas/Model119'
    Model121:
      type: object
      properties:
        total:
          type: number
        limit:
          type: number
        offset:
          type: number
        hasMore:
          type: boolean
        nextCursor:
          type: string
          description: >-
            Cursor for the next page. Pass as ?cursor= to get the next set of
            results. Null if no more results.
    Model119:
      type: object
      properties:
        id:
          type: string
          description: Unique account ID
        accountNumber:
          type: string
          description: Human-readable account number
        type:
          type: string
          description: Account type (evaluation, sim_funded, competition)
        status:
          type: string
          description: Current account status
        initialBalance:
          type: number
          description: Starting balance
        currentBalance:
          type: number
          description: Current balance
        highWaterMark:
          type: number
          description: Highest balance achieved
        dailyStartingBalance:
          type: number
          description: Balance at start of trading day
        startedAt:
          type: string
          description: When trading started
        completedAt:
          type: string
          description: When completed/failed
        violationReason:
          type: string
          description: Reason for failure
        metadata:
          $ref: '#/components/schemas/Model117'
        userId:
          type: string
          description: Hyperprop user ID
        userEmail:
          type: string
          description: Hyperprop user email
        userAvatarUrl:
          type: string
          description: User avatar URL
        tradingPlan:
          $ref: '#/components/schemas/Model118'
        tradingRule:
          $ref: '#/components/schemas/tradingRule'
        trader:
          $ref: '#/components/schemas/trader'
        purchase:
          $ref: '#/components/schemas/purchase'
        createdAt:
          type: string
        updatedAt:
          type: string
    Model117:
      type: object
      description: Custom metadata
    Model118:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        accountSize:
          type: number
    tradingRule:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        profitTarget:
          type: number
        maxLoss:
          type: number
        maxDrawdown:
          type: number
        drawdownType:
          type: string
    trader:
      type: object
      properties:
        email:
          type: string
        name:
          type: string
    purchase:
      type: object
      properties:
        id:
          type: string
        purchaseDate:
          type: string
        pricePaid:
          type: number
        currency:
          type: string
        metadata:
          $ref: '#/components/schemas/changes'
    changes:
      type: object
  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 trading plans for your organization](/platform-api/organization/get-trading-plans-for-your-organization.md)
- [Get trading rules for your organization](/platform-api/organization/get-trading-rules-for-your-organization.md)
- [Get a specific trading account](/platform-api/organization/get-a-specific-trading-account.md)
- [Get purchases for your organization](/platform-api/organization/get-purchases-for-your-organization.md)
- [Get your organization profile](/platform-api/organization/get-your-organization-profile.md)
