> ## Documentation Index > Fetch the complete documentation index at: https://developer.meow.com/llms.txt > Use this file to discover all available pages before exploring further. # Make a representative primary > Make an existing representative the primary representative (signer). Any current primary is demoted, so exactly one remains. Allowed only before the application is submitted for review. Returns the updated onboarding status. ## OpenAPI ````yaml POST /entities/{entity_id}/representatives/{representative_id}/make-primary openapi: 3.1.0 info: title: Meow API description: > ## Overview The Meow API provides financial services and billing capabilities for your business. ### Core Features - **Financial data access**: access account information, transactions, balances, and payment networks. - **Crypto operations**: create and manage crypto contacts, and initiate USDC transfers across blockchain networks. ### Billing API The Billing API lets you create and manage invoices and collect payments: - **Product management**: create and manage products with custom pricing. - **Customer management**: maintain invoicing customers with their addresses. - **Invoice creation**: generate invoices with line items, discounts, and custom notes. - **Payment options**: accept payments via ACH, wire, international wire, card, and USDC. - **Collection accounts**: configure accounts for payment collection. ### Getting Started Authenticate by sending your API key in the `x-api-key` request header. To scope requests to a specific entity, include the `x-entity-id` header. Use the `/api-keys/accessible-entities` endpoint to list all entities accessible by your API key. ### Error Responses Errors return JSON with `code`, `message`, and `debug_message`. The `code` aligns with FDX where possible; use `debug_message` for troubleshooting only. Common error codes: - `500`: Internal server error - `501`: Subsystem unavailable - `503`: Scheduled maintenance - `601`: Data not found - `602`: Customer not authorized - `701`: Account not found - `703`: Invalid input (including invalid date ranges) - `704`: Account type not supported - `705`: Account is closed - `801`: Transaction not found contact: name: Meow url: https://meow.com/ email: support@meow.com version: 1.0.0 license: name: Proprietary url: https://www.meow.com/terms-of-service servers: - url: https://api.meow.com/v1 description: Meow API Production - url: https://api.sandbox.meow.com/v1 description: Meow API Sandbox security: - apiKeyAuth: [] tags: - name: API Keys description: Retrieve metadata about API keys and their accessible entities. - name: Accounts description: Access and manage accounts. - name: Approvals - name: Balances description: Retrieve account balances and available funds. - name: Bills description: View and manage bills for vendor payments. - name: Cards description: Manage virtual and physical cards, and view transactions and insights. - name: Collection Accounts description: Manage accounts for payment collection. - name: Contacts description: Manage contacts for crypto and USDC transfers. - name: Customers description: Manage invoicing customers and their details. - name: Entities - name: Invoices description: Create and manage invoices. - name: Limits - name: Line Items description: Manage invoice line items. - name: Partner Onboarding description: Onboard entities using your partner API key. - name: Partner Webhooks - name: Payment Methods description: View available payment method types. - name: Payment Networks description: Manage payment networks and routing information. - name: Products description: Manage products and pricing for invoicing. - name: Routing Numbers description: Validate routing numbers and retrieve bank information. - name: Security Policies - name: Simulations description: >- Trigger simulated events — inbound transfers, card authorizations, application approval — to test integrations end-to-end without real money movement. **Not available in production**: these endpoints exist only in sandbox and development environments and return `404 Not Found` in production. - name: Tax Forms description: Retrieve IRS tax forms (1099 family) issued for accounts. - name: Transactions description: Retrieve account transaction history and details. - name: Transfers description: >- Initiate ACH, wire, book, and crypto transfers, and retrieve transfer details. - name: Webhooks description: Manage webhook subscriptions and inspect delivery history. paths: /entities/{entity_id}/representatives/{representative_id}/make-primary: post: tags: - Entities summary: Make Representative Primary description: >- Make an existing representative the primary representative (signer). Any current primary is demoted, so exactly one remains. Allowed only before the application is submitted for review. Returns the updated onboarding status. operationId: >- set_primary_representative_entities__entity_id__representatives__representative_id__make_primary_post parameters: - name: representative_id in: path required: true schema: type: string title: Representative Id - name: entity_id in: path required: true schema: type: string title: Entity Id responses: '200': description: Successful Response content: application/json: schema: $ref: '#/components/schemas/EntityOnboardingStatusResponse' '422': description: Validation Error content: application/json: schema: $ref: '#/components/schemas/HTTPValidationError' security: - apiKeyAuth: - entity:create components: schemas: EntityOnboardingStatusResponse: properties: entity_id: type: string format: uuid title: Entity Id description: >- Public ID of the onboarded business entity, stable across the onboarding lifecycle and matching the `entity_id` used in the Customer API, MCP, and webhook payloads. status: $ref: '#/components/schemas/OnboardingApplicationStatus' description: Current onboarding status. business_name: anyOf: - type: string - type: 'null' title: Business Name description: Legal business name. created_at: $ref: '#/components/schemas/Timestamp' description: ISO 8601 timestamp of when the entity was created. updated_at: $ref: '#/components/schemas/Timestamp' description: ISO 8601 timestamp of when onboarding was last updated. documents: items: $ref: '#/components/schemas/OnboardingDocumentStatus' type: array title: Documents description: Documents uploaded during onboarding. kyc_status: $ref: '#/components/schemas/OnboardingKycStatus' description: >- Identity verification status of the primary representative. After you submit KYC data or they complete verification, this moves to `pending` and resolves on its own; poll it to track progress. `action_required` means their verification needs another step from them (for example, a document): create a link with `POST /entities/{entity_id}/representatives/{representative_id}/verification-link` and share it so they can finish. See `representatives` for every representative's status. onboarding_type: $ref: '#/components/schemas/PublicOnboardingType' description: How this entity was onboarded (e.g. `api`, `smb`, `partner`). next_step: $ref: '#/components/schemas/OnboardingNextStep' description: >- What you must do next: the current onboarding step, the items still missing for it, and whether the application is ready to be submitted for review. representatives: items: $ref: '#/components/schemas/OnboardingRepresentativeKyc' type: array title: Representatives description: >- Every representative on the application with their identity verification (KYC) status. The top-level `kyc_status` reflects the primary representative; the application can only be approved once every representative is approved. consent_url: anyOf: - type: string - type: 'null' title: Consent Url description: >- Link where the primary representative reviews and accepts the required agreements and disclosures in their browser. Populated once the application has been submitted; share it with the primary representative. The link needs no login and anyone holding it can accept on the business's behalf, so treat it as a secret. type: object required: - entity_id - status - business_name - created_at - updated_at - documents - kyc_status - onboarding_type - next_step - representatives - consent_url title: EntityOnboardingStatusResponse HTTPValidationError: properties: detail: items: $ref: '#/components/schemas/ValidationError' type: array title: Detail type: object title: HTTPValidationError OnboardingApplicationStatus: type: string enum: - pending_document_upload - pending_user_action - submitted - under_review - approved - rejected title: OnboardingApplicationStatus Timestamp: type: string format: date-time title: Timestamp description: >- ISO 8601 date-time in the format `YYYY-MM-DDThh:mm:ss.nnn[Z|[+|-]hh:mm]` (per [IETF RFC 3339](https://xml2rfc.tools.ietf.org/public/rfc/html/rfc3339.html#anchor14)). OnboardingDocumentStatus: properties: proof_type: $ref: '#/components/schemas/PublicKybProofType' description: Type of KYB document on file. file_name: anyOf: - type: string - type: 'null' title: File Name description: Uploaded file name, or null if not yet uploaded. representative_id: anyOf: - type: string format: uuid - type: 'null' title: Representative Id description: >- The representative this document belongs to, or null for business-level documents. type: object required: - proof_type - file_name title: OnboardingDocumentStatus OnboardingKycStatus: type: string enum: - not_started - pending - action_required - approved - rejected title: OnboardingKycStatus x-enum-varnames: - not_started - pending - action_required - approved - rejected PublicOnboardingType: type: string enum: - api - smb - mcp - partner title: PublicOnboardingType x-enum-varnames: - api - smb - mcp - partner OnboardingNextStep: properties: step: $ref: '#/components/schemas/OnboardingStep' description: The onboarding step the application is currently on. phase: $ref: '#/components/schemas/OnboardingPhase' description: >- Coarse onboarding phase (collecting info, ready to submit, or submitted). missing: items: type: string type: array title: Missing description: >- Items you still need to provide to advance past the current step. Empty once the step is satisfied. required_proof_types: items: $ref: '#/components/schemas/PublicKybProofType' type: array title: Required Proof Types description: >- KYB documents you still owe, as `proof_type` values to pass to the document upload endpoint. For a non-US business this usually includes `incorporation`, `shareholder_registry` (your shareholder registry or register of members), and `officer_registry` (your register of directors). Empty once every required document is on file. can_submit: type: boolean title: Can Submit description: >- Whether all requirements are met and the application is ready to be submitted for review. type: object required: - step - phase - missing - can_submit title: OnboardingNextStep OnboardingRepresentativeKyc: properties: representative_id: type: string format: uuid title: Representative Id description: ID of the representative. first_name: anyOf: - type: string - type: 'null' title: First Name description: Legal first name. last_name: anyOf: - type: string - type: 'null' title: Last Name description: Legal last name. email: type: string title: Email description: Representative's email address. is_primary: type: boolean title: Is Primary description: Whether they are the primary representative (signer). is_beneficial_owner: type: boolean title: Is Beneficial Owner description: Whether they are a beneficial owner. percent_ownership: anyOf: - type: string pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d*$ - type: 'null' title: Percent Ownership description: Ownership percentage, if any. kyc_status: $ref: '#/components/schemas/OnboardingKycStatus' description: >- This representative's identity verification status, kept consistent with the `identity_verification.*` webhook events. `action_required` means their verification needs another step from them (for example, a document or selfie): create a link with `POST /entities/{entity_id}/representatives/{representative_id}/verification-link` and share it so they can finish. type: object required: - representative_id - first_name - last_name - email - is_primary - is_beneficial_owner - percent_ownership - kyc_status title: OnboardingRepresentativeKyc ValidationError: properties: loc: items: anyOf: - type: string - type: integer type: array title: Location msg: type: string title: Message type: type: string title: Error Type type: object required: - loc - msg - type title: ValidationError PublicKybProofType: type: string enum: - accredited - address - articles_of_organization - bank_statement - client_contract - client_invoice - beneficial_owner_address - beneficial_owner_id - beneficial_owner_id_back - beneficial_ownership_register - bylaws - certificate_of_good_standing - corporate_resolution - drivers_license - due_diligence - ein - final_edd_report - government_issued_business_license - hemp_cultivator_state_license - incorporation - industry_related_license - lease_agreement - llc_resolution - money_service_business_license - money_transmitter_registration - mortgage_statement - national_id - org_chart - partnership_agreement - partnership_agreement_due_diligence - partnership_resolution - personal_address - remote_employees_due_diligence - signed_ss4 - tax_exemption_certificate - uk_officer_passport - officer_registry - uk_registry - shareholder_registry - uk_w8_en - utility_bill - us_based_office_proof_of_address_due_diligence - pitch_deck - active_business_registration - proof_of_ownership_or_banking_authorization - non_profit_bylaws - operating_agreement - flow_of_funds - aml_sanction - registration_or_license - sec_filing - legal_opinion - certificate_of_formation_master_llc - series_operating_agreement - share_subscription_agreement - fund_subscription_agreement - safe_agreement - convertible_note_agreement - loan_promissory_note - token_purchase_agreement - saft_agreement - deal_memo_hybrid_agreement - issuer_due_diligence_report - protocol_ecosystem_questionnaire - investment_company_due_diligence_form - us_based_operations_due_diligence_form - register_of_directors - articles_of_association - memorandum_of_association - non_profit_status - ofac_sanctions_screening_policy - aml_kyc_policy - w8_bene - corporate_structure_chart - sanctions_vendor_service_agreement - contractual_fund_flow_agreements title: PublicKybProofType x-enum-varnames: - accredited - address - articles_of_organization - bank_statement - client_contract - client_invoice - beneficial_owner_address - beneficial_owner_id - beneficial_owner_id_back - beneficial_ownership_register - bylaws - certificate_of_good_standing - corporate_resolution - drivers_license - due_diligence - ein - final_edd_report - government_issued_business_license - hemp_cultivator_state_license - incorporation - industry_related_license - lease_agreement - llc_resolution - money_service_business_license - money_transmitter_registration - mortgage_statement - national_id - org_chart - partnership_agreement - partnership_agreement_due_diligence - partnership_resolution - personal_address - remote_employees_due_diligence - signed_ss4 - tax_exemption_certificate - uk_officer_passport - officer_registry - uk_registry - shareholder_registry - uk_w8_en - utility_bill - us_based_office_proof_of_address_due_diligence - pitch_deck - active_business_registration - proof_of_ownership_or_banking_authorization - non_profit_bylaws - operating_agreement - flow_of_funds - aml_sanction - registration_or_license - sec_filing - legal_opinion - certificate_of_formation_master_llc - series_operating_agreement - share_subscription_agreement - fund_subscription_agreement - safe_agreement - convertible_note_agreement - loan_promissory_note - token_purchase_agreement - saft_agreement - deal_memo_hybrid_agreement - issuer_due_diligence_report - protocol_ecosystem_questionnaire - investment_company_due_diligence_form - us_based_operations_due_diligence_form - register_of_directors - articles_of_association - memorandum_of_association - non_profit_status - ofac_sanctions_screening_policy - aml_kyc_policy - w8_bene - corporate_structure_chart - sanctions_vendor_service_agreement - contractual_fund_flow_agreements OnboardingStep: type: string enum: - gather_business_context - collect_user_info - collect_business_addresses - collect_business_details - collect_additional_details - complete_due_diligence - upload_documents - manage_representatives - complete_identity_verification - accept_terms - submit_application - monitor_review - resolve_info_requests title: OnboardingStep OnboardingPhase: type: string enum: - business_info - ready_to_submit - submitted title: OnboardingPhase securitySchemes: apiKeyAuth: type: apiKey in: header name: x-api-key description: Your Meow API key, sent in the `x-api-key` header for authentication. x-scopes: - accounts:read - accounts:write - accounts:payment-networks - accounts:transactions - accounts:balances - accounts:statements - accounts:tax-documents - entity:create - transfers:crypto:write - transfers:usdc:write - transfers:ach:write - transfers:wire:write - transfers:book:write - contacts:read - contacts:write - billing:products:read - billing:products:write - billing:customers:read - billing:customers:write - billing:invoices:read - billing:invoices:write - billing:accounts:read - billpay:read - billpay:write - onboarding:read - onboarding:write - cards:read - cards:write - webhooks:read - webhooks:write - partner:onboarding:read - partner:onboarding:write - partner:webhooks:read - partner:webhooks:write - simulations:write - banking:limits:read - banking:limits:write ````