Jump to Content
Home
Guides
API Reference
Changelog
Discussions
v1.0
Log In
API Reference
Log In
Moon (Dark Mode)
Sun (Light Mode)
v1.0
Home
Guides
API Reference
Changelog
Discussions
My Requests
Search
JUMP TO
Developer Dashboard
My Requests
Auth
/token
Create access token
post
Data
/data/monthly-report/{userId}
Get a user's open banking report
get
/providers
Get all providers
get
/bank-branches
Get all bank branches
get
/account-verification
Create account verification report
post
Get user account verification reports
get
/account-number-verification
Check if a certain account is restricted
post
/payments/{paymentId}/refund
Refund a payment
post
/aggregations
Get users by ids
post
/aggregate/financial-data-email
Send financial data by email
post
/completion/wh/incoming
Send a link via whatsapp message
post
/connect/open-banking-init
Initiate a connection to open banking
post
/connect/open-banking-finalize
Finalize a connection to open banking
get
/payments
Create payment
post
Get payments by user
get
/payments/sandbox/{paymentId}
Update sandbox payment status
patch
/payments/{paymentId}
Get payment by ID
get
/data/extended-securities
Get the list of positions and orders with extra information
get
/payments/{paymentId}/status
Get payment status
get
/pay/open-banking-init
Initiate a payment with a provider
post
/atm/generate
Generates an ATM code for a specified payment
post
/atm/verify
Verifies an ATM code
post
/financial-report/{customerId}
Create a financial report to a customer
post
/financial-report/{jobId}
Get a financial report by jobId
get
/decision/{customerId}
Create a decision report to a customer
post
/decision/{jobId}
Get decision by jobId
get
/decision-extended/{customerId}
Create a decision report to a customer
post
/decision-extended/{jobId}
Get decision by jobId
get
/connections
Create connection
post
Get connections by user
get
/connections/{connectionId}
Get connection by ID
get
Delete connection by ID (user scope)
delete
/connections/{userId}/refresh
Refresh all connections data by user ID
get
/connections/refresh/{connectionId}
Refresh a connection by its id
get
/data/accounts
Get accounts by user
get
/data/accounts/{accountId}
Get account by ID
get
/data/transactions
Get transactions by user
get
/data/transactions/{SK}
Get transactions by ID
get
Update a transaction by ID
patch
/merchants
Get all merchants
get
Create a merchant
post
/merchants/{merchantId}
Update a merchant
put
Get merchant by id
get
Delete merchant by ID
delete
Loans
/customers
Create a customer
post
Get customers
get
/customers/{id}
Get customer by ID
get
Update a customer
patch
Delete customer by ID
delete
/customers/osh/transactions
Update Customer OSH Transactions
patch
/customers/osh/accounts
Update OSH Account
patch
/customers/{customer_id}/osh/accounts/{account_id}
Get OSH Transactions for Customer Account
get
/customers/{id}/osh/accounts
Get OSH Accounts for Customer
get
/customers/{id}/files/checking-account
Upload "checking account" file to customer
post
/customers/{customerId}/osh/accounts/{accountId}
Delete OSH account and related transactions for a customer
delete
/customers/{id}/files/balances
Get customer account balances
get
/customers/{id}/files/financial-relations
Get financial relations for a customer
get
/customers/{id}/files/invoices
Get invoices for a customer
get
/customers/{id}/files/other
Upload 'other' files to customer
post
Get "other" file links of customer
get
/customers/{id}/files/financial-report
Upload '6111' file to customer
post
/customers/{id}/files/invoice
Upload 'PCN' file to customer
post
/customers/{customerId}/files/invoice/{pcnId}
Delete a specific 'PCN' file for a customer
delete
/customers/{id}/files/financial-report/share-with-agent
Share financial report with an agent
post
/customers/{customerId}/contacts/{contactId}
Get a contact by customerId and contactId
get
/credit-sessions
Create a credit request
post
/credit-sessions/create-with-agent
Create a credit request with agent contact linked
post
/credit-sessions/lead/{id}
Get credit leads by ID
get
Delete credit leads by ID
delete
/credit-sessions/lead/user
Get credit leads of a user
get
/credit-sessions/lead/advisor
Get credit leads of an advisor
get
/credit-sessions/lead/org
Get credit leads of an organization
get
/credit-sessions/converted/{id}
Get credit requests by ID
get
Delete credit leads by ID
delete
/credit-sessions/converted/user
Get credit requests of a user
get
/credit-sessions/converted/advisor
Get credit requests of an advisor
get
/credit-sessions/converted/org
Get credit requests of an organization
get
/credit-sessions/lead/{id}/files/other
Upload "other" files to credit lead
post
Get "other" file links of credit lead
get
/credit-sessions/converted/{id}/files/other
Upload "other" files to credit request
post
Get "other" file links of credit request
get
/credit-sessions/{id}/dnb/company-info-pdf
Get dnb company info pdf
post
Data
/providers
Create multiple providers
post
Get all providers
get
/connections
Create connection
post
Get connections by user
get
/connections/{connectionId}
Get connection by ID
get
Delete connection by ID (user scope)
delete
/connections/{connectionId}/refresh
Refresh connection data by ID
get
Delete connection by ID (user scope)
delete
/org-connections
Get connections by organization
get
/org-connections/{connectionId}
Delete connection by ID (organization scope)
delete
/connect/web
Start scraping with credentials
post
/data/accounts
Get accounts by user
get
/data/accounts/{accountId}
Get account by ID
get
/data/org-accounts
Get accounts by organization
get
/data/transactions
Get transactions by user
get
/data/transactions/{transactionId}
Get transactions by ID
get
/data/org-transactions
Get transactions by organization
get
Payments
/pay/open-banking-init
Create payment request
post
/payments
Get payment for user
get
/payments/{paymentId}
Get payment by id
get
/payments/{paymentId}/status
Get payment by id with live status
get
Powered by
••••••29ce
Endpoint
Method
Status
User Agent
