# Practice Management API

- Key features of Class and Practice Management Integration:
   Where updates made to fund details in Class (e.g. name, address, ABN/TFN are pushed to practice management client records)
   Updates also can be individual information of the members within an entity. 
- **Get Fund Details**: Retrieve up-to-date information about a fund, including structure, tax settings, and compliance attributes.
- **Update Fund Details**: Modify key fund attributes such as name, ABN, TFN, and reporting preferences to ensure alignment with external records.
- **Get Member Details**: Access member-level data including personal details, beneficiary details.
- **Update Member Details**: Push updates to member records such as contact information, tax file numbers.


**Keeping fund and member records current in Class ensures**:
- Accurate reporting for tax lodgements and compliance workflows.
- Reduced manual reconciliation and improved data integrity across your practice.
- Timely outbound data flow from Class to connected systems, enabling real-time insights and automation.


<div class="env-panel" data-component-name="EnvPanel"><div class="env-panel__header">Servers</div><div class="env-panel__body"><div class="env-row"><div class="env-name">Partner Integration Environment (Sandbox)</div><div class="env-url-row"><span class="env-url">https://apigateway.class-pie.com.au</span><button type="button" class="copy-btn" data-copy="https://apigateway.class-pie.com.au" aria-label="Copy"><svg viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" aria-hidden="true"><path fill-rule="evenodd" clip-rule="evenodd" d="M5.16667 2.66667C5.16667 2.57462 5.24129 2.5 5.33333 2.5H12C12.092 2.5 12.1667 2.57462 12.1667 2.66667V10.6667C12.1667 10.7587 12.092 10.8333 12 10.8333H10H5.33333C5.24129 10.8333 5.16667 10.7587 5.16667 10.6667V4.66667V2.66667ZM4.16667 4.16667V2.66667C4.16667 2.02233 4.689 1.5 5.33333 1.5H12C12.6443 1.5 13.1667 2.02233 13.1667 2.66667V10.6667C13.1667 11.311 12.6443 11.8333 12 11.8333H10.5V13.3333C10.5 13.6428 10.3771 13.9395 10.1583 14.1583C9.9395 14.3771 9.64275 14.5 9.33333 14.5H2.66667C2.35725 14.5 2.0605 14.3771 1.84171 14.1583C1.62292 13.9395 1.5 13.6428 1.5 13.3333V5.33333C1.5 5.02391 1.62292 4.72717 1.84171 4.50838C2.0605 4.28958 2.35725 4.16667 2.66667 4.16667H4.16667ZM9.5 11.8333V13.3333C9.5 13.3775 9.48244 13.4199 9.45118 13.4512C9.41993 13.4824 9.37754 13.5 9.33333 13.5H2.66667C2.62246 13.5 2.58007 13.4824 2.54882 13.4512C2.51756 13.4199 2.5 13.3775 2.5 13.3333V5.33333C2.5 5.28913 2.51756 5.24674 2.54882 5.21548C2.58007 5.18423 2.62246 5.16667 2.66667 5.16667H4.16667V10.6667C4.16667 11.311 4.689 11.8333 5.33333 11.8333H9.5Z" fill="currentColor"/></svg></button></div></div><div class="env-row"><div class="env-name">Production Environment</div><div class="env-url-row"><span class="env-url">https://apigateway.class.com.au</span><button type="button" class="copy-btn" data-copy="https://apigateway.class.com.au" aria-label="Copy"><svg viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" aria-hidden="true"><path fill-rule="evenodd" clip-rule="evenodd" d="M5.16667 2.66667C5.16667 2.57462 5.24129 2.5 5.33333 2.5H12C12.092 2.5 12.1667 2.57462 12.1667 2.66667V10.6667C12.1667 10.7587 12.092 10.8333 12 10.8333H10H5.33333C5.24129 10.8333 5.16667 10.7587 5.16667 10.6667V4.66667V2.66667ZM4.16667 4.16667V2.66667C4.16667 2.02233 4.689 1.5 5.33333 1.5H12C12.6443 1.5 13.1667 2.02233 13.1667 2.66667V10.6667C13.1667 11.311 12.6443 11.8333 12 11.8333H10.5V13.3333C10.5 13.6428 10.3771 13.9395 10.1583 14.1583C9.9395 14.3771 9.64275 14.5 9.33333 14.5H2.66667C2.35725 14.5 2.0605 14.3771 1.84171 14.1583C1.62292 13.9395 1.5 13.6428 1.5 13.3333V5.33333C1.5 5.02391 1.62292 4.72717 1.84171 4.50838C2.0605 4.28958 2.35725 4.16667 2.66667 4.16667H4.16667ZM9.5 11.8333V13.3333C9.5 13.3775 9.48244 13.4199 9.45118 13.4512C9.41993 13.4824 9.37754 13.5 9.33333 13.5H2.66667C2.62246 13.5 2.58007 13.4824 2.54882 13.4512C2.51756 13.4199 2.5 13.3775 2.5 13.3333V5.33333C2.5 5.28913 2.51756 5.24674 2.54882 5.21548C2.58007 5.18423 2.62246 5.16667 2.66667 5.16667H4.16667V10.6667C4.16667 11.311 4.689 11.8333 5.33333 11.8333H9.5Z" fill="currentColor"/></svg></button></div></div></div></div>

Version: 1.0

## Servers

Partner Integration Environment (Sandbox)
```
https://apigateway.class-pie.com.au
```

Production Environment
```
https://apigateway.class.com.au
```

## Security

### Class_oAuth

Class uses oAuth2 and OpenID for authentication and authorisation

Type: oauth2
Authorization URL: https://apigateway.class-pie.com.au/connect/authorize
Token URL: https://apigateway.class-pie.com.au/connect/token
Scopes:
- `business.fund.list`: List summarised data of funds in the business
- `business.fund.create`: Create new funds in the business
- `fund.details.read`: View basic fund details
- `fund.details.maintain`: View and maintain basic fund details
- `fund.member.read`: View member details
- `fund.member.maintain`: View and maintain member details
- `fund.read`: View all fund information
- `fund.maintain`: View and maintain all fund information

## Download OpenAPI description

 - [Practice Management API](https://nonprod.developer.myhub.com.au/_bundle/products/class/guides/specs/practice-management-guide.yaml)

## Business

 - [GET /b/{businessCode}/business-data/business-contacts](https://nonprod.developer.myhub.com.au/products/class/guides/specs/practice-management-guide/business/businesscontacts.md): Returns the contact details for a specific business. **To access this Business Contacts endpoint the authorised user must have the Access Controller role in Class for the specified business.**
## Fund

 - [GET /f/{businessCode}/{fundCode}/fund-web/fund-deeds](https://nonprod.developer.myhub.com.au/products/class/guides/specs/practice-management-guide/fund/funddeeds.md): Retrieves the trust deed versions associated with a fund.
 - [GET /f/{businessCode}/{fundCode}/fund-web/fund-relationships](https://nonprod.developer.myhub.com.au/products/class/guides/specs/practice-management-guide/fund/fundrelationships.md): Retrieves the relationships associated with a fund, such as advisers, auditors and administrators.
 - [GET /f/{businessCode}/{fundCode}/fund-data/fund-detail](https://nonprod.developer.myhub.com.au/products/class/guides/specs/practice-management-guide/fund/getfunddetail.md): Access fund information such as the funds name, ABN, status, and contact details.
 - [POST /f/{businessCode}/{fundCode}/fund-data/fund-detail](https://nonprod.developer.myhub.com.au/products/class/guides/specs/practice-management-guide/fund/updatedetailsfundcommunity.md): Update the details of a fund.
 - [GET /f/{businessCode}/{fundCode}/member-data/member-detail](https://nonprod.developer.myhub.com.au/products/class/guides/specs/practice-management-guide/fund/getmembersdetail.md): The list of all the members within the fund with basic details.
 - [GET /f/{businessCode}/{fundCode}/member-data/member-detail/{id}](https://nonprod.developer.myhub.com.au/products/class/guides/specs/practice-management-guide/fund/getmemberdetail.md): The complete details of a member within the fund.
 - [POST /f/{businessCode}/{fundCode}/member-data/member-detail/{id}](https://nonprod.developer.myhub.com.au/products/class/guides/specs/practice-management-guide/fund/postmemberdetail.md): Update the complete details of a member within the fund.