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Introduction
Overview
Getting started
Quickstart
Authentication
Core Resources
Bank Accounts
List Bank Accounts
get
Retrieve a Bank Account
get
Collect Sessions
Create Collect Session
post
List all Collect Sessions
get
Retrieve a Collect Session
get
Update Collect Session
put
Add Document Requests
post
Delete Document Request
del
Credit Insights
Retrieve Summary Insights (Customer)
get
Retrieve Summary Insights (Bank Account)
get
Retrieve Cashflow Insights (Customer)
get
Retrieve Cashflow Insights (Bank Account)
get
Retrieve Expenditure Insights (Customer)
get
Retrieve Expenditure Insights (Bank Account)
get
Retrieve Income Insights (Customer)
get
Retrieve Income Insights (Bank Account)
get
Retrieve Loan Insights (Customer)
get
Retrieve Loan Insights (Bank Account)
get
Retrieve Risk Insights (Customer)
get
Retrieve Risk Insights (Bank Account)
get
Customers
Create a Customer
post
List all Customers
get
Retrieve a Customer
get
Update a Customer
put
Delete a Customer
del
Documents
Upload Document(s)
post
List all Documents
get
Retrieve a Document
get
Update a Document
put
Delete a Document
del
Open Banking
Upload Open Banking Data (Inscribe Financial Data Format) (BETA)
post
Upload Open Banking Data (MX Aggregated Data)
post
Upload Open Banking Data (Plaid Assets Report)
post
List Open Banking Data
get
Delete Open Banking Data
del
Upload Plaid Asset Report
post
List all Plaid Asset Reports
get
Delete a Plaid Asset Report
del
Transactions
List Inscribe Transaction Categories
get
List Transactions for a Customer
get
List Transactions for a Bank Account
get
Recategorize Transactions
patch
Reachability Check
Reachability Check
get
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