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Customers

A Customer is the entity responsible for funding card spending. Customers can be individuals (consumers) or businesses (corporate).

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Customer Types

TypeDescription
consumerIndividual person
corporateBusiness entity

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Creating a Customer

curl -X POST https://api.useproxy.ai/v1/customers \
  -H "Authorization: Bearer your_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "consumer",
    "email": "alice@example.com",
    "name": { "first": "Alice", "last": "Smith" }
  }'

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Customer Fields

FieldTypeDescription
typestringconsumer or corporate
emailstringCustomer email address
nameobjectFirst and last name (consumer) or business name (corporate)
statusstringKYC verification status

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KYC Verification

Customers must complete KYC (Know Your Customer) verification before issuing cards. The verification status can be:
  • pending - Awaiting verification
  • verified - Approved for card issuance
  • rejected - Verification failed

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Default Policies

Customers can set default spending policies that apply to all their agents and cards unless overridden. 
{
  "policy": {
    "requireIntent": true,
    "autoApproveBelow": 10000,
    "limits": {
      "perDay": 50000
    }
  }
}

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Next Steps

Agents

Create agents to spend on behalf of customers

Cards

Issue virtual cards