End-to-end workflow

Implement the recommended PAMM lifecycle for newly provisioned MT5 accounts.

Use this sequence for new accounts. Each financial step should have a unique CRM reference and a durable record before the request is sent.

1. Create the Master

curl -X POST "https://pamm-api.example.com/api/v1/master/create" \
  -H "Authorization: Bearer YOUR_CRM_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "first_name": "Laura",
    "last_name": "Gomez",
    "name": "Momentum Weekly",
    "username": "[e-mail]",
    "platform_group": "<MT5_MASTER_GROUP>",
    "leverage": "100",
    "min_deposit": "500",
    "strategy_name": "Momentum",
    "strategy": "Trend-following strategy"
  }'

Persist id, mt5_login, and payment_account_login as different identifiers. Do not fund the Master trading account directly.

2. Create the Investor

curl -X POST "https://pamm-api.example.com/api/v1/investor/create" \
  -H "Authorization: Bearer YOUR_CRM_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "first_name": "Carlos",
    "last_name": "Perez",
    "name": "Investor Demo",
    "username": "[e-mail]",
    "platform_group": "<MT5_INVESTOR_GROUP>",
    "leverage": "100"
  }'

The account starts without a balance and without a Master assignment.

3. Credit initial capital

curl -X POST \
  "https://pamm-api.example.com/api/v1/investor/deposit?login=146600&amount=1000&currency=USD&comment=CRM-DEP-8451" \
  -H "Authorization: Bearer YOUR_CRM_API_KEY"

Store the returned deal_id. Deposit before assignment because assignment validates the Investor balance against the Master’s min_deposit.

4. Assign the Investor

curl -X POST "https://pamm-api.example.com/api/v1/investor/assign" \
  -H "Authorization: Bearer YOUR_CRM_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "master_login": "146512",
    "investor_login": "146600",
    "perf_fee": {
      "rate": 0.30,
      "enabled": true
    }
  }'

0.30 means 30%. An ACTIVE response confirms the relationship, but the initial balance reflection can still be processing.

5. Confirm the operating state

Poll the subscription and relevant balances until the expected state is visible:

curl "https://pamm-api.example.com/api/v1/info/subscriptions?investor_login=146600" \
  -H "Authorization: Bearer YOUR_CRM_API_KEY"

6. Operate and reconcile

• Send later credits through /investor/deposit.
• Send every Investor withdrawal through /investor/withdraw.
• End the relationship through /subscriptions/unassign and wait for CANCELLED.
• Reconcile fee credits and Investor-level payments through both performance fee listing endpoints.

Previous: Authentication

Review access and secret handling.

Next: Masters

Choose between provisioning and migration registration.