API · Manage · Equity
Create an equity plan.
Authorize a stock or option pool that future grants draw from. The plan is the container — it sets authorized_shares, the plan type (stock_plan or option_pool), and the board-approved effective_date. Reserved, granted, and available counts are tracked on the resource and refreshed on every grant or cancellation.
Called once after formation, then re-run whenever the board expands the pool. Issuing a grant before a plan exists fails with 409 plan_unauthorized; tier-3 agents can attach the backing board_resolution_id in the same call so the resolution adoption and pool authorization land atomically.
Prerequisites - Entity must be in registered or active state. - A share_class of kind: common must exist — the plan inherits par value and voting profile from it. - For grants to draw on the pool, a valuation no older than 12 months is required at exercise time (not at plan creation).
Returns 202 Accepted. On completion, emits one of: grant.issued, share_class.created, valuation.created, share_ledger.entry_recorded. Subscribe via `POST /v1/webhook_endpoints` to consume. Idempotent via Idempotency-Key. See idempotency.
See also: Cookbook: issue a priced round, Equity API overview.
Last updated
Request Body
application/json
TypeScript Definitions
Use the request body type in TypeScript.
namestringRequiredtypestringRequired"stock_plan""option_pool"effective_datestring<date>RequiredResponse Body
application/json
application/problem+json
application/problem+json
application/problem+json
Request
curl -X POST "https://api.mattermode.com/v1/entities/{id}/equity_plans" \ -H "Content-Type: application/json" \ -d '{ "name": "Waypoint Systems, Inc.", "type": "stock_plan", "authorized_shares": 1, "effective_date": "2026-04-25" }'const body = JSON.stringify({ "name": "Waypoint Systems, Inc.", "type": "stock_plan", "authorized_shares": 1, "effective_date": "2026-04-25"})fetch("https://api.mattermode.com/v1/entities/{id}/equity_plans", { method: "POST", headers: { "Content-Type": "application/json" }, body})package mainimport ( "fmt" "net/http" "io/ioutil" "strings")func main() { url := "https://api.mattermode.com/v1/entities/{id}/equity_plans" body := strings.NewReader(`{ "name": "Waypoint Systems, Inc.", "type": "stock_plan", "authorized_shares": 1, "effective_date": "2026-04-25" }`) req, _ := http.NewRequest("POST", url, body) req.Header.Add("Content-Type", "application/json") res, _ := http.DefaultClient.Do(req) defer res.Body.Close() body, _ := ioutil.ReadAll(res.Body) fmt.Println(res) fmt.Println(string(body))}import requestsheaders = { "Authorization": "Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc", "Matter-Version": "2026-06-10", "Idempotency-Key": "ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b",}payload = { "name": "Waypoint Systems, Inc.", "type": "stock_plan", "authorized_shares": 1, "effective_date": "2026-04-25"}resp = requests.post( "https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/equity_plans", headers=headers, json=payload,)resp.raise_for_status()print(resp.json())import java.net.URI;import java.net.http.HttpClient;import java.net.http.HttpRequest;import java.net.http.HttpResponse;import java.net.http.HttpResponse.BodyHandlers;import java.time.Duration;import java.net.http.HttpRequest.BodyPublishers;var body = BodyPublishers.ofString("""{ "name": "Waypoint Systems, Inc.", "type": "stock_plan", "authorized_shares": 1, "effective_date": "2026-04-25"}""");HttpClient client = HttpClient.newBuilder() .connectTimeout(Duration.ofSeconds(10)) .build();HttpRequest.Builder requestBuilder = HttpRequest.newBuilder() .uri(URI.create("https://api.mattermode.com/v1/entities/{id}/equity_plans")) .header("Content-Type", "application/json") .POST(body) .build();try { HttpResponse<String> response = client.send(requestBuilder.build(), BodyHandlers.ofString()); System.out.println("Status code: " + response.statusCode()); System.out.println("Response body: " + response.body());} catch (Exception e) { e.printStackTrace();}using System;using System.Net.Http;using System.Text;var body = new StringContent("""{ "name": "Waypoint Systems, Inc.", "type": "stock_plan", "authorized_shares": 1, "effective_date": "2026-04-25"}""", Encoding.UTF8, "application/json");var client = new HttpClient();var response = await client.PostAsync("https://api.mattermode.com/v1/entities/{id}/equity_plans", body);var responseBody = await response.Content.ReadAsStringAsync();curl --request POST 'https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/equity_plans' \ --header 'Authorization: Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc' \ --header 'Matter-Version: 2026-06-10' \ --header 'Idempotency-Key: ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b' \ --header 'Content-Type: application/json' \ --data '{ "name": "Waypoint Systems, Inc.", "type": "stock_plan", "authorized_shares": 1, "effective_date": "2026-04-25"}'const response = await fetch("https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/equity_plans", { method: "POST", headers: { "Authorization": "Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc", "Matter-Version": "2026-06-10", "Idempotency-Key": "ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b", "Content-Type": "application/json", }, body: JSON.stringify({ "name": "Waypoint Systems, Inc.", "type": "stock_plan", "authorized_shares": 1, "effective_date": "2026-04-25" }),});if (!response.ok) { throw new Error(`Matter API ${response.status}: ${await response.text()}`);}const data = await response.json();console.log(data);Response
application/json{
"id": "string",
"object": "equity_plan",
"entity_id": "ent_Nq3KcAbc",
"name": "2026 Equity Incentive Plan",
"type": "stock_plan",
"authorized_shares": 0,
"reserved_shares": 0,
"granted_shares": 0,
"available_shares": 0,
"effective_date": "2026-04-25",
"board_resolution_id": "string",
"metadata": {},
"created": 1745539200,
"updated": 1745539200,
"livemode": false
}{
"type": "https://mattermode.com/docs/errors/invalid_request",
"title": "Invalid request",
"status": 400,
"code": "invalid_request",
"detail": "Request body could not be parsed as JSON.",
"doc_url": "https://mattermode.com/docs/guides/errors#invalid_request",
"request_id": "req_Qw9xYz8A"
}{
"type": "https://mattermode.com/docs/errors/authentication_required",
"title": "Authentication required",
"status": 401,
"code": "authentication_required",
"detail": "No bearer token was supplied. Pass `Authorization: Bearer sk_live_...` on every request.",
"doc_url": "https://mattermode.com/docs/guides/errors#authentication_required",
"request_id": "req_Qw9xYz8A"
}{
"type": "https://mattermode.com/docs/errors/rate_limit_exceeded",
"title": "Rate limit exceeded",
"status": 429,
"code": "rate_limit_exceeded",
"detail": "Request rate exceeded for this key. Retry after `retry_after` seconds or honor the `Retry-After` header.",
"doc_url": "https://mattermode.com/docs/guides/errors#rate_limit_exceeded",
"request_id": "req_Qw9xYz8A",
"retry_after": 30
}