For AI agents: visit https://docs.open-finance.ai/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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v1.0

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  • My Requests

Auth

  • /token
    • Create access tokenpost

Data

  • /data/monthly-report/{userId}
    • Get a user's open banking reportget
    • Get a user's open banking reportget
  • /providers
    • Get all providersget
    • Get all providersget
  • /bank-branches
    • Get all bank branchesget
    • Get all bank branchesget
  • /account-verification
  • /account-number-verification
    • Check if a certain account is restrictedpost
    • Check if a certain account is restrictedpost
  • /payments/{paymentId}/refund
    • Refund a paymentpost
    • Refund a paymentpost
  • /aggregations
    • Get users by idspost
    • Get users by idspost
  • /aggregate/financial-data-email
    • Send financial data by emailpost
    • Send financial data by emailpost
  • /completion/wh/incoming
    • Send a link via whatsapp messagepost
    • Send a link via whatsapp messagepost
  • /connect/open-banking-init
    • Initiate a connection to open bankingpost
    • Initiate a connection to open bankingpost
  • /connect/open-banking-finalize
    • Finalize a connection to open bankingget
    • Finalize a connection to open bankingget
  • /payments
    • Create paymentpost
    • Get payments by userget
  • /payments/sandbox/{paymentId}
    • Update sandbox payment statuspatch
    • Update sandbox payment statuspatch
  • /payments/{paymentId}
    • Get payment by IDget
  • /data/extended-securities
    • Get the list of positions and orders with extra informationget
    • Get the list of positions and orders with extra informationget
  • /payments/{paymentId}/status
    • Get payment statusget
  • /pay/open-banking-init
    • Initiate a payment with a providerpost
  • /atm/code/{paymentId}
    • Get ATM code status for a paymentget
    • Get ATM code status for a paymentget
  • /atm/verify
    • Verifies an ATM codepost
    • Verifies an ATM codepost
  • /financial-report/{customerId}
    • Create a financial report to a customerpost
    • Create a financial report to a customerpost
  • /financial-report/{jobId}
    • Get a financial report by jobIdget
    • Get a financial report by jobIdget
  • /decision/{customerId}
    • Create a decision report to a customerpost
    • Create a decision report to a customerpost
  • /decision/{jobId}
    • Get decision by jobIdget
    • Get decision by jobIdget
  • /decision-extended/{customerId}
    • Create a decision report to a customerpost
    • Create a decision report to a customerpost
  • /decision-extended/{jobId}
    • Get decision by jobIdget
    • Get decision by jobIdget
  • /connections
    • Create connectionpost
    • Get connections by userget
    • Create connectionpost
    • Get connections by userget
  • /connections/{connectionId}
    • Get connection by IDget
    • Delete connection by ID (user scope)del
    • Get connection by IDget
    • Delete connection by ID (user scope)del
  • /connections/{userId}/refresh
    • Refresh all connections data by user IDget
    • Refresh all connections data by user IDget
  • /connections/refresh/{connectionId}
    • Refresh a connection by its idget
    • Refresh a connection by its idget
  • /data/accounts
    • Get accounts by userget
    • Get accounts by userget
  • /data/accounts/{accountId}
    • Get account by IDget
    • Get account by IDget
  • /data/transactions
    • Get transactions by userget
    • Get transactions by userget
  • /data/transactions/{SK}
    • Get transactions by IDget
    • Update a transaction by IDpatch
    • Get transactions by IDget
    • Update a transaction by IDpatch
  • /merchants
    • Get all merchantsget
    • Create a merchantpost
    • Get all merchantsget
    • Create a merchantpost
  • /merchants/{merchantId}
    • Update a merchantput
    • Get merchant by idget
    • Delete merchant by IDdel
    • Update a merchantput
    • Get merchant by idget
    • Delete merchant by IDdel
  • /v2/mandates
    • Create a mandate resourcepost
    • Create a mandate resourcepost
  • /v2/mandates/{resourceId}
    • Get mandate by resource IDget
    • Cancel/Delete a mandatedel
    • Get mandate by resource IDget
    • Cancel/Delete a mandatedel
  • /v2/mandates/{resourceId}/status
    • Get mandate statusget
    • Get mandate statusget
  • /private-scoring/{customerId}
    • Create a private scoring job for a customerpost
    • Create a private scoring job for a customerpost
  • /private-scoring/{jobId}
    • Get private scoring results by jobIdget
    • Get private scoring results by jobIdget
  • /payments/{paymentId}
    • Cancel a paymentdel
    • Get payment by IDget
    • Cancel a paymentdel
  • /data/accounts/{accountId}/balances/history
    • Get daily balance history for a checking accountget
  • /data/transaction-categories
    • Get the transaction category taxonomyget
  • /payments
    • Create paymentpost
    • Get payments by userget
  • /payments/{paymentId}/status
    • Get payment statusget
  • /pay/open-banking-init
    • Initiate a payment with a providerpost

Loans

  • /customers
    • Create a customerpost
    • Get customersget
  • /customers/{id}
    • Get customer by IDget
    • Update a customerpatch
    • Delete customer by IDdel
  • /customers/osh/transactions
    • Update Customer OSH Transactionspatch
  • /customers/osh/accounts
    • Update OSH Accountpatch
  • /customers/{customer_id}/osh/accounts/{account_id}
    • Get OSH Transactions for Customer Accountget
  • /customers/{id}/osh/accounts
    • Get OSH Accounts for Customerget
  • /customers/{id}/files/checking-account
    • Upload "checking account" file to customerpost
  • /customers/{customerId}/osh/accounts/{accountId}
    • Delete OSH account and related transactions for a customerdel
  • /customers/{id}/files/balances
    • Get customer account balancesget
  • /customers/{id}/files/financial-relations
    • Get financial relations for a customerget
  • /customers/{id}/files/invoices
    • Get invoices for a customerget
  • /customers/{id}/files/other
    • Upload 'other' files to customerpost
    • Get "other" file links of customerget
  • /customers/{id}/files/financial-report
    • Upload '6111' file to customerpost
  • /customers/{id}/files/invoice
    • Upload 'PCN' file to customerpost
  • /customers/{customerId}/files/invoice/{pcnId}
    • Delete a specific 'PCN' file for a customerdel
  • /customers/{id}/files/financial-report/share-with-agent
    • Share financial report with an agentpost
  • /customers/{customerId}/contacts/{contactId}
    • Get a contact by customerId and contactIdget
  • /credit-sessions
    • Create a credit requestpost
  • /credit-sessions/create-with-agent
    • Create a credit request with agent contact linkedpost
  • /credit-sessions/lead/{id}
    • Get credit leads by IDget
    • Delete credit leads by IDdel
  • /credit-sessions/lead/user
    • Get credit leads of a userget
  • /credit-sessions/lead/advisor
    • Get credit leads of an advisorget
  • /credit-sessions/lead/org
    • Get credit leads of an organizationget
  • /credit-sessions/converted/{id}
    • Get credit requests by IDget
    • Delete credit leads by IDdel
  • /credit-sessions/converted/user
    • Get credit requests of a userget
  • /credit-sessions/converted/advisor
    • Get credit requests of an advisorget
  • /credit-sessions/converted/org
    • Get credit requests of an organizationget
  • /credit-sessions/lead/{id}/files/other
    • Upload "other" files to credit leadpost
    • Get "other" file links of credit leadget
  • /credit-sessions/converted/{id}/files/other
    • Upload "other" files to credit requestpost
    • Get "other" file links of credit requestget
  • /credit-sessions/{id}/dnb/company-info-pdf
    • Get dnb company info pdfpost
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/account-verification

Updated about 1 year ago


Get all bank branches
/account-number-verification
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Updated about 1 year ago


Get all bank branches
/account-number-verification
Did this page help you?