{ "info": { "_postman_id": "38464f51-f64d-4a59-b1de-86306af582a8", "name": "Plaid API Endpoints", "description": "A collection of Plaid API endpoints for the `sandbox` environment. Each endpoint request comes with an example request & response. It also contains 'use cases' for each product. \n
\nBefore you begin, please set your `client_id` and `secret_key` variables in the Sandbox environment. You can find them in your Plaid [dashboard](https://dashboard.plaid.com/account/keys). Set the variables by clicking on the 'eye' icon in the top-right corner of the screen.", "schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json" }, "item": [ { "name": "Link Tokens", "item": [ { "name": "Create Link Token", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n \"client_name\": \"Insert Client name here\",\n \"country_codes\": [\"US\"],\n \"language\": \"en\",\n \"user\": {\n \"client_user_id\": \"unique_user_id\"\n },\n \"products\": [\"auth\"]\n}" }, "url": { "raw": "https://{{env_url}}/link/token/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "link", "token", "create" ] }, "description": "Creates a link token with options. The link token can then be used to initialize Plaid Link." }, "response": [] }, { "name": "Create Link Token - Update Mode", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n \"client_name\": \"Insert Client name here\",\n \"country_codes\": [\"US\"],\n \"language\": \"en\",\n \"user\": {\n \"client_user_id\": \"unique_user_id\"\n },\n \"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/link/token/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "link", "token", "create" ] }, "description": "Creates a link token with options. The link token can then be used to initialize Plaid Link." }, "response": [] }, { "name": "Create Link Token - Payment Initiation", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n \"client_name\": \"Insert Client name here\",\n \"country_codes\": [\"GB\"],\n \"language\": \"en\",\n \"user\": {\n \"client_user_id\": \"unique_user_id\"\n },\n \"products\": [\"payment_initiation\"],\n \"payment_initiation\": {\n \"payment_id\": \"INSERT_PAYMENT_ID_HERE\"\n }\n}" }, "url": { "raw": "https://{{env_url}}/link/token/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "link", "token", "create" ] }, "description": "Creates a link token with options. The link token can then be used to initialize Plaid Link." }, "response": [] }, { "name": "Create Link Token - OAuth", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n \"client_name\": \"Insert Client name here\",\n \"country_codes\": [\"GB\"],\n \"language\": \"en\",\n \"user\": {\n \"client_user_id\": \"unique_user_id\"\n },\n \"products\": [\"auth\"],\n \"redirect_uri\": \"http://example.com/redirect\"\n}" }, "url": { "raw": "https://{{env_url}}/link/token/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "link", "token", "create" ] }, "description": "Creates a link token with options. The link token can then be used to initialize Plaid Link." }, "response": [] } ], "protocolProfileBehavior": {} }, { "name": "Items", "item": [ { "name": "Item Creation", "item": [ { "name": "Create Item [Sandbox Only]", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"institution_id\": \"ins_3\",\n \"initial_products\": [\"auth\"],\n \"options\": {\n \"webhook\": \"https://www.genericwebhookurl.com/webhook\"\n }\n}" }, "url": { "raw": "https://{{env_url}}/sandbox/public_token/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "sandbox", "public_token", "create" ] }, "description": "Creates an `Item` in the `sandbox` environment. You will get back a `public_token` and a `request_id`." }, "response": [] }, { "name": "Create Item Custom [Sandbox Only]", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"institution_id\": \"ins_3\",\n \"initial_products\": [\"auth\"],\n \"options\": {\n \"webhook\": \"https://www.genericwebhookurl.com/webhook\",\n \"override_username\": \"user_custom\",\n \"override_password\": \"{\\\"force_error\\\": \\\"USER_SETUP_REQUIRED\\\"}\"\n }\n}" }, "url": { "raw": "https://{{env_url}}/sandbox/public_token/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "sandbox", "public_token", "create" ] }, "description": "Creates an `Item` in the `sandbox` environment. You will get back a `public_token` and a `request_id`." }, "response": [] }, { "name": "Exchange Token", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"public_token\": \"ENTER_PUBLIC_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/item/public_token/exchange", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "item", "public_token", "exchange" ] }, "description": "Goes through the exchange token process where the `public_token` is exchanged for an `access_token`." }, "response": [ { "name": "Exchange Token Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n\t\"public_token\": \"public-sandbox-a4215520-adff-4bee-a50b-5c5fc9643f5e\"\n}" }, "url": { "raw": "https://{{env_url}}/item/public_token/exchange", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "item", "public_token", "exchange" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "159", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 23:05:58 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"access_token\": \"access-sandbox-3f3181d2-76de-40c2-8f3b-152d2c6726d7\",\n \"item_id\": \"wnVRXPmk3mt3wepjXEeXsbN4NWe5V9FrNeEN1\",\n \"request_id\": \"WAH4B\"\n}" } ] } ], "protocolProfileBehavior": {}, "_postman_isSubFolder": true }, { "name": "Item Management", "item": [ { "name": "Retrieve Item", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n\t\"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/item/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "item", "get" ] }, "description": "This endpoint allows you to retrieve information about an `Item`." }, "response": [ { "name": "Retrieve Item Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n\t\"access_token\": \"access-sandbox-bb0b0f02-d34c-4bff-b609-4019cd6cd4e4\"\n}" }, "url": { "raw": "https://{{env_url}}/item/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "item", "get" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "260", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 22:50:41 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"item\": {\n \"available_products\": [\n \"assets\",\n \"balance\",\n \"credit_details\",\n \"identity\",\n \"income\",\n \"transactions\"\n ],\n \"billed_products\": [\n \"auth\"\n ],\n \"error\": null,\n \"institution_id\": \"ins_3\",\n \"item_id\": \"yqRQV73LQMt95BJ85PKGIzBnxkPkdoFy3NKa9\",\n \"webhook\": \"https://www.genericwebhookurl.com/webhook\"\n },\n \"request_id\": \"JQ3wz\"\n}" } ] }, { "name": "Retrieve an Item's Accounts", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n\t\"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/accounts/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "accounts", "get" ] }, "description": "This endpoint allows you to retrieve all available `Account`s associated with an `Item`." }, "response": [ { "name": "Retrieve an Item's Accounts Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n\t\"access_token\": \"access-sandbox-3f3181d2-76de-40c2-8f3b-152d2c6726d7\"\n}" }, "url": { "raw": "https://{{env_url}}/accounts/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "accounts", "get" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "759", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 23:07:11 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"accounts\": [\n {\n \"account_id\": \"PnpkZlD1rDtQZ7oxk97kSd3xJxz1pwf7bgeLk\",\n \"balances\": {\n \"available\": 100,\n \"current\": 110,\n \"iso_currency_code\": \"CAD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"0000\",\n \"name\": \"Plaid Checking\",\n \"official_name\": \"Plaid Gold Standard 0% Interest Checking\",\n \"subtype\": \"checking\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"eNVMxpWB6WFpQmr8gvmgi3woAoQP5aHLKpbvG\",\n \"balances\": {\n \"available\": 200,\n \"current\": 210,\n \"iso_currency_code\": \"CAD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"1111\",\n \"name\": \"Plaid Saving\",\n \"official_name\": \"Plaid Silver Standard 0.1% Interest Saving\",\n \"subtype\": \"savings\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"jQVLmWn4pnCokXGzlpXlSEKkXkd6AbT1kD7K4\",\n \"balances\": {\n \"available\": null,\n \"current\": 1000,\n \"iso_currency_code\": \"CAD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"2222\",\n \"name\": \"Plaid CD\",\n \"official_name\": \"Plaid Bronze Standard 0.2% Interest CD\",\n \"subtype\": \"cd\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"QbopGqDLzDCmZp7aM9pMhoeywyR1xnSpLvgPn\",\n \"balances\": {\n \"available\": null,\n \"current\": 410,\n \"iso_currency_code\": \"CAD\",\n \"limit\": 2000,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"3333\",\n \"name\": \"Plaid Credit Card\",\n \"official_name\": \"Plaid Diamond 12.5% APR Interest Credit Card\",\n \"subtype\": \"credit card\",\n \"type\": \"credit\"\n },\n {\n \"account_id\": \"7zAR5KDnPDfybrlMj9rjUrQGNGVMBpCgze5bP\",\n \"balances\": {\n \"available\": 43200,\n \"current\": 43200,\n \"iso_currency_code\": \"CAD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"4444\",\n \"name\": \"Plaid Money Market\",\n \"official_name\": \"Plaid Platinum Standard 1.85% Interest Money Market\",\n \"subtype\": \"money market\",\n \"type\": \"depository\"\n }\n ],\n \"item\": {\n \"available_products\": [\n \"assets\",\n \"balance\",\n \"identity\",\n \"income\",\n \"transactions\"\n ],\n \"billed_products\": [\n \"auth\"\n ],\n \"error\": null,\n \"institution_id\": \"ins_43\",\n \"item_id\": \"wnVRXPmk3mt3wepjXEeXsbN4NWe5V9FrNeEN1\",\n \"webhook\": \"https://www.genericwebhookurl.com/webhook\"\n },\n \"request_id\": \"xBULJ\"\n}" } ] }, { "name": "Rotate Access Token", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/item/access_token/invalidate", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "item", "access_token", "invalidate" ] }, "description": "By default, the `access_token` associated with an `Item` does not expire and should be stored in a persistent, secure manner. \n
\nYou can use the POST `/item/access_token/invalidate` endpoint to rotate the `access_token` associated with an `Item`. The endpoint returns a new `access_token` and immediately invalidates the previous `access_token`." }, "response": [ { "name": "Rotate Access Token Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"Eaccess-sandbox-3f3181d2-76de-40c2-8f3b-152d2c6726d7\"\n}" }, "url": { "raw": "https://{{env_url}}/item/access_token/invalidate", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "item", "access_token", "invalidate" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "120", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 22:54:30 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"new_access_token\": \"access-sandbox-15b1169a-3dac-4d8c-a24c-d71e90b91e07\",\n \"request_id\": \"L7wrN\"\n}" } ] }, { "name": "Update an Item's Webhook", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"ENTER_ACCESS_TOKEN_HERE\",\n \"webhook\": \"ENTER_WEBHOOK_URL_HERE\"\n }" }, "url": { "raw": "https://{{env_url}}/item/webhook/update", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "item", "webhook", "update" ] }, "description": "This endpoint allows you to update the webhook url for an `Item`. This request triggers a `WEBHOOK_UPDATE_ACKNOWLEDGED` [webhook](https://plaid.com/docs/api/#item-webhooks)." }, "response": [ { "name": "Update an Item's Webhook Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"access-sandbox-3c6e4f8e-d119-45d1-aa67-07f66512c0b8\",\n \"webhook\": \"https://www.genericwebhookurl2.com/webhook\"\n }" }, "url": { "raw": "https://{{env_url}}/item/webhook/update", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "item", "webhook", "update" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "261", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 22:52:41 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"item\": {\n \"available_products\": [\n \"assets\",\n \"balance\",\n \"credit_details\",\n \"identity\",\n \"income\",\n \"transactions\"\n ],\n \"billed_products\": [\n \"auth\"\n ],\n \"error\": null,\n \"institution_id\": \"ins_3\",\n \"item_id\": \"yqRQV73LQMt95BJ85PKGIzBnxkPkdoFy3NKa9\",\n \"webhook\": \"https://www.genericwebhookurl2.com/webhook\"\n },\n \"request_id\": \"zi7hT\"\n}" } ] }, { "name": "Simulate ITEM_LOGIN_REQUIRED [Sandbox Only]", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/sandbox/item/reset_login", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "sandbox", "item", "reset_login" ] }, "description": "An `Item` may transition into an error state in response to changes made by the user or financial institution. The most common scenarios are when a user changes their password or when the financial institution changes their multi-factor authentication flow. [Plaid Link](https://plaid.com/docs/api/#updating-items-via-link) makes it easy to restore a user's `Item` to a good state by having them provide updated credentials and MFA information, if needed. \n
\nIn the Sandbox, `Item`s transition to an `ITEM_LOGIN_REQUIRED` error state automatically after 30 days. You can also simulate this event via an API request. \n
\nThe `/sandbox/item/reset_login` endpoint allows you put an Item in an `ITEM_LOGIN_REQUIRED` error state. You can then use [Plaid Link update mode](https://plaid.com/docs/api/#updating-items-via-link) to restore the `Item` to a good state. \n
\nAn `ITEM_LOGIN_REQUIRED` webhook will be fired after a call to this endpoint, if one is associated with the `Item`." }, "response": [ { "name": "Simulate ITEM_LOGIN_REQUIRED [Sandbox Only] Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"access-sandbox-3f3181d2-76de-40c2-8f3b-152d2c6726d7\"\n}" }, "url": { "raw": "https://{{env_url}}/sandbox/item/reset_login", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "sandbox", "item", "reset_login" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "70", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 22:56:15 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"request_id\": \"vv5qz\",\n \"reset_login\": true\n}" } ] }, { "name": "Remove Item", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/item/remove", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "item", "remove" ] }, "description": "This endpoint allows you to remove an `Item` using its `access_token`." }, "response": [ { "name": "Remove Item Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/item/remove", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "item", "remove" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "64", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 22:56:41 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"removed\": true,\n \"request_id\": \"rIjWv\"\n}" }, { "name": "Remove Item Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/item/remove", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "item", "remove" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "64", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 23:08:14 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"removed\": true,\n \"request_id\": \"emqzg\"\n}" } ] }, { "name": "Automated Deposit Webhook", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"\",\n \"account_id\": \"\",\n \"verification_status\": \"automatically_verified\"\n}" }, "url": { "raw": "https://{{env_url}}/sandbox/item/set_verification_status", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "sandbox", "item", "set_verification_status" ] } }, "response": [] }, { "name": "Create Public Token for Update", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n }" }, "url": { "raw": "https://{{env_url}}/item/public_token/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "item", "public_token", "create" ] } }, "response": [] } ], "description": "This folder contains all the endpoints for managing your `Item`s.", "event": [ { "listen": "prerequest", "script": { "id": "969a9887-aaec-4813-9714-0e0a63901c11", "type": "text/javascript", "exec": [ "" ] } }, { "listen": "test", "script": { "id": "17f6f980-3611-4cf7-805d-40b90b691475", "type": "text/javascript", "exec": [ "" ] } } ], "protocolProfileBehavior": {}, "_postman_isSubFolder": true } ], "description": "An `Item` is a set of credentials (map of key-value pairs) associated with a financial institution. Each `Item` can have many associated `Accounts`. For each `Account`, Plaid returns high-level information such as balance, name, and account type. Credit and depository `Accounts` may also have transactions associated with them. \n
\nIt is important to note that a single end-user of your application might have accounts at different financial institutions, which means they would have multiple different `Items` within your application. \n", "event": [ { "listen": "prerequest", "script": { "id": "47ce85f7-4910-4e96-ba69-0c6ac6ab512f", "type": "text/javascript", "exec": [ "" ] } }, { "listen": "test", "script": { "id": "f8760a93-b433-490d-85e2-5119563ff8eb", "type": "text/javascript", "exec": [ "" ] } } ], "protocolProfileBehavior": {} }, { "name": "Auth", "item": [ { "name": "Retrieve Auth", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n\t\"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/auth/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "auth", "get" ] }, "description": "The `/auth/get` endpoint allows you to retrieve the bank account and routing numbers associated with an Item’s checking and savings accounts, along with high-level account data and balances." }, "response": [ { "name": "Retrieve Auth EFT Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n\t\"access_token\": \"access-sandbox-3f3181d2-76de-40c2-8f3b-152d2c6726d7\"\n}" }, "url": { "raw": "https://{{env_url}}/auth/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "auth", "get" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "827", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 23:06:24 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"accounts\": [\n {\n \"account_id\": \"PnpkZlD1rDtQZ7oxk97kSd3xJxz1pwf7bgeLk\",\n \"balances\": {\n \"available\": 100,\n \"current\": 110,\n \"iso_currency_code\": \"CAD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"0000\",\n \"name\": \"Plaid Checking\",\n \"official_name\": \"Plaid Gold Standard 0% Interest Checking\",\n \"subtype\": \"checking\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"eNVMxpWB6WFpQmr8gvmgi3woAoQP5aHLKpbvG\",\n \"balances\": {\n \"available\": 200,\n \"current\": 210,\n \"iso_currency_code\": \"CAD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"1111\",\n \"name\": \"Plaid Saving\",\n \"official_name\": \"Plaid Silver Standard 0.1% Interest Saving\",\n \"subtype\": \"savings\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"jQVLmWn4pnCokXGzlpXlSEKkXkd6AbT1kD7K4\",\n \"balances\": {\n \"available\": null,\n \"current\": 1000,\n \"iso_currency_code\": \"CAD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"2222\",\n \"name\": \"Plaid CD\",\n \"official_name\": \"Plaid Bronze Standard 0.2% Interest CD\",\n \"subtype\": \"cd\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"QbopGqDLzDCmZp7aM9pMhoeywyR1xnSpLvgPn\",\n \"balances\": {\n \"available\": null,\n \"current\": 410,\n \"iso_currency_code\": \"CAD\",\n \"limit\": 2000,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"3333\",\n \"name\": \"Plaid Credit Card\",\n \"official_name\": \"Plaid Diamond 12.5% APR Interest Credit Card\",\n \"subtype\": \"credit card\",\n \"type\": \"credit\"\n },\n {\n \"account_id\": \"7zAR5KDnPDfybrlMj9rjUrQGNGVMBpCgze5bP\",\n \"balances\": {\n \"available\": 43200,\n \"current\": 43200,\n \"iso_currency_code\": \"CAD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"4444\",\n \"name\": \"Plaid Money Market\",\n \"official_name\": \"Plaid Platinum Standard 1.85% Interest Money Market\",\n \"subtype\": \"money market\",\n \"type\": \"depository\"\n }\n ],\n \"item\": {\n \"available_products\": [\n \"assets\",\n \"balance\",\n \"identity\",\n \"income\",\n \"transactions\"\n ],\n \"billed_products\": [\n \"auth\"\n ],\n \"error\": null,\n \"institution_id\": \"ins_43\",\n \"item_id\": \"wnVRXPmk3mt3wepjXEeXsbN4NWe5V9FrNeEN1\",\n \"webhook\": \"https://www.genericwebhookurl.com/webhook\"\n },\n \"numbers\": {\n \"ach\": [],\n \"eft\": [\n {\n \"account\": \"111122220000\",\n \"account_id\": \"PnpkZlD1rDtQZ7oxk97kSd3xJxz1pwf7bgeLk\",\n \"branch\": \"01533\",\n \"institution\": \"114\"\n },\n {\n \"account\": \"111122221111\",\n \"account_id\": \"eNVMxpWB6WFpQmr8gvmgi3woAoQP5aHLKpbvG\",\n \"branch\": \"01533\",\n \"institution\": \"114\"\n }\n ]\n },\n \"request_id\": \"X5W6V\"\n}" }, { "name": "Retrieve Auth ACH Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n\t\"access_token\": \"access-sandbox-00a30504-0eb2-4fb5-8af9-b7eb5c5f23f7\"\n}" }, "url": { "raw": "https://{{env_url}}/auth/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "auth", "get" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "850", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 23:03:56 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"accounts\": [\n {\n \"account_id\": \"wp5rJy31NMfyEJNDvoqXhbwLlRaEGyCrwWWdy\",\n \"balances\": {\n \"available\": 100,\n \"current\": 110,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"0000\",\n \"name\": \"Plaid Checking\",\n \"official_name\": \"Plaid Gold Standard 0% Interest Checking\",\n \"subtype\": \"checking\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"l418dp7olxiDAaok8E1pi5Q7n9NGkzfZQbbAp\",\n \"balances\": {\n \"available\": 200,\n \"current\": 210,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"1111\",\n \"name\": \"Plaid Saving\",\n \"official_name\": \"Plaid Silver Standard 0.1% Interest Saving\",\n \"subtype\": \"savings\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"5NVq637arPcAbDxWd7GZUd3g5pjXPWFZlNNLz\",\n \"balances\": {\n \"available\": null,\n \"current\": 1000,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"2222\",\n \"name\": \"Plaid CD\",\n \"official_name\": \"Plaid Bronze Standard 0.2% Interest CD\",\n \"subtype\": \"cd\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"kamgkLwoG3iMQPzlvEaZSGnMVR36rLiWnZZRW\",\n \"balances\": {\n \"available\": null,\n \"current\": 410,\n \"iso_currency_code\": \"USD\",\n \"limit\": 2000,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"3333\",\n \"name\": \"Plaid Credit Card\",\n \"official_name\": \"Plaid Diamond 12.5% APR Interest Credit Card\",\n \"subtype\": \"credit card\",\n \"type\": \"credit\"\n },\n {\n \"account_id\": \"Jzbo9AkW8vcleKXgyPJ4cjva1KQw7qid3RRNb\",\n \"balances\": {\n \"available\": 43200,\n \"current\": 43200,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"4444\",\n \"name\": \"Plaid Money Market\",\n \"official_name\": \"Plaid Platinum Standard 1.85% Interest Money Market\",\n \"subtype\": \"money market\",\n \"type\": \"depository\"\n }\n ],\n \"item\": {\n \"available_products\": [\n \"assets\",\n \"balance\",\n \"credit_details\"\n ],\n \"billed_products\": [\n \"auth\",\n \"identity\",\n \"income\",\n \"transactions\"\n ],\n \"error\": null,\n \"institution_id\": \"ins_3\",\n \"item_id\": \"QNWnmvzAKwcx9RwPXqVMSoRBjkroVnhpge7bq\",\n \"webhook\": \"https://www.genericwebhookurl.com/webhook\"\n },\n \"numbers\": {\n \"ach\": [\n {\n \"account\": \"1111222233330000\",\n \"account_id\": \"wp5rJy31NMfyEJNDvoqXhbwLlRaEGyCrwWWdy\",\n \"routing\": \"011401533\",\n \"wire_routing\": \"021000021\"\n },\n {\n \"account\": \"1111222233331111\",\n \"account_id\": \"l418dp7olxiDAaok8E1pi5Q7n9NGkzfZQbbAp\",\n \"routing\": \"011401533\",\n \"wire_routing\": \"021000021\"\n }\n ],\n \"eft\": []\n },\n \"request_id\": \"snosJ\"\n}" } ] } ], "protocolProfileBehavior": {} }, { "name": "Transactions", "item": [ { "name": "Retrieve Transactions", "event": [ { "listen": "prerequest", "script": { "id": "d62b0edc-b07c-48df-813b-e00fc4793e05", "exec": [ "" ], "type": "text/javascript" } } ], "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"ENTER_ACCESS_TOKEN_HERE\",\n \"start_date\": \"2017-01-01\",\n \"end_date\": \"2019-05-10\" \n}" }, "url": { "raw": "https://{{env_url}}/transactions/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "transactions", "get" ] }, "description": "The `/transactions/get` endpoint allows developers to receive user-authorized transaction data for credit and depository-type Accounts. Transaction data is standardized across financial institutions, and in many cases transactions are linked to a clean name, entity type, location, and category. Similarly, account data is standardized and returned with a clean name, number, balance, and other meta information where available. \n
\n\nYou must wait to retrieve transactions after creating an `Item` as it takes a couple seconds for Plaid to grab `transaction` data initially. If you don't, you will receive a `PRODUCT_NOT_READY` error. A good practice is to retrieve the data when you are notified that it's ready via webhook." }, "response": [ { "name": "Retrieve Transactions Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n\t\"access_token\": \"access-sandbox-00a30504-0eb2-4fb5-8af9-b7eb5c5f23f7\",\n\t\"start_date\": \"2017-01-01\",\n\t\"end_date\": \"2018-01-01\",\n\t\"options\": {\n\t\t\"count\": 250,\n\t\t\"offset\": 100\n\t}\n}" }, "url": { "raw": "https://{{env_url}}/transactions/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "transactions", "get" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 23:03:30 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Transfer-Encoding", "value": "chunked", "name": "Transfer-Encoding", "description": "The form of encoding used to safely transfer the entity to the user. Currently defined methods are: chunked, compress, deflate, gzip, identity." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"accounts\": [\n {\n \"account_id\": \"wp5rJy31NMfyEJNDvoqXhbwLlRaEGyCrwWWdy\",\n \"balances\": {\n \"available\": 100,\n \"current\": 110,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"0000\",\n \"name\": \"Plaid Checking\",\n \"official_name\": \"Plaid Gold Standard 0% Interest Checking\",\n \"subtype\": \"checking\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"l418dp7olxiDAaok8E1pi5Q7n9NGkzfZQbbAp\",\n \"balances\": {\n \"available\": 200,\n \"current\": 210,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"1111\",\n \"name\": \"Plaid Saving\",\n \"official_name\": \"Plaid Silver Standard 0.1% Interest Saving\",\n \"subtype\": \"savings\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"5NVq637arPcAbDxWd7GZUd3g5pjXPWFZlNNLz\",\n \"balances\": {\n \"available\": null,\n \"current\": 1000,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"2222\",\n \"name\": \"Plaid CD\",\n \"official_name\": \"Plaid Bronze Standard 0.2% Interest CD\",\n \"subtype\": \"cd\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"kamgkLwoG3iMQPzlvEaZSGnMVR36rLiWnZZRW\",\n \"balances\": {\n \"available\": null,\n \"current\": 410,\n \"iso_currency_code\": \"USD\",\n \"limit\": 2000,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"3333\",\n \"name\": \"Plaid Credit Card\",\n \"official_name\": \"Plaid Diamond 12.5% APR Interest Credit Card\",\n \"subtype\": \"credit card\",\n \"type\": \"credit\"\n },\n {\n \"account_id\": \"Jzbo9AkW8vcleKXgyPJ4cjva1KQw7qid3RRNb\",\n \"balances\": {\n \"available\": 43200,\n \"current\": 43200,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"4444\",\n \"name\": \"Plaid Money Market\",\n \"official_name\": \"Plaid Platinum Standard 1.85% Interest Money Market\",\n \"subtype\": \"money market\",\n \"type\": \"depository\"\n }\n ],\n \"item\": {\n \"available_products\": [\n \"assets\",\n \"balance\",\n \"credit_details\"\n ],\n \"billed_products\": [\n \"auth\",\n \"identity\",\n \"income\",\n \"transactions\"\n ],\n \"error\": null,\n \"institution_id\": \"ins_3\",\n \"item_id\": \"QNWnmvzAKwcx9RwPXqVMSoRBjkroVnhpge7bq\",\n \"webhook\": \"https://www.genericwebhookurl.com/webhook\"\n },\n \"request_id\": \"a4O3F\",\n \"total_transactions\": 194,\n \"transactions\": [\n {\n \"account_id\": \"kamgkLwoG3iMQPzlvEaZSGnMVR36rLiWnZZRW\",\n \"account_owner\": null,\n \"amount\": 78.5,\n \"category\": [\n \"Recreation\",\n \"Gyms and Fitness Centers\"\n ],\n \"category_id\": \"17018000\",\n \"date\": \"2017-06-28\",\n \"iso_currency_code\": \"USD\",\n \"location\": {\n \"address\": null,\n \"city\": null,\n \"lat\": null,\n \"lon\": null,\n \"state\": null,\n \"store_number\": null,\n \"zip\": null\n },\n \"name\": \"Touchstone Climbing\",\n \"payment_meta\": {\n \"by_order_of\": null,\n \"payee\": null,\n \"payer\": null,\n \"payment_method\": null,\n \"payment_processor\": null,\n \"ppd_id\": null,\n \"reason\": null,\n \"reference_number\": null\n },\n \"pending\": false,\n \"pending_transaction_id\": null,\n \"transaction_id\": \"ygbB5vdRjLTByelzwEKkizPwpa6p3ltymExM3\",\n \"transaction_type\": \"place\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"wp5rJy31NMfyEJNDvoqXhbwLlRaEGyCrwWWdy\",\n \"account_owner\": null,\n \"amount\": -500,\n \"category\": [\n \"Travel\",\n \"Airlines and Aviation Services\"\n ],\n \"category_id\": \"22001000\",\n \"date\": \"2017-06-28\",\n \"iso_currency_code\": \"USD\",\n \"location\": {\n \"address\": null,\n \"city\": null,\n \"lat\": null,\n \"lon\": null,\n \"state\": null,\n \"store_number\": null,\n \"zip\": null\n },\n \"name\": \"United Airlines\",\n \"payment_meta\": {\n \"by_order_of\": null,\n \"payee\": null,\n \"payer\": null,\n \"payment_method\": null,\n \"payment_processor\": null,\n \"ppd_id\": null,\n \"reason\": null,\n \"reference_number\": null\n },\n \"pending\": false,\n \"pending_transaction_id\": null,\n \"transaction_id\": \"3avmdzPxq4i1JAv63dVMI431nNpnl7Cq69z8E\",\n \"transaction_type\": \"special\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"wp5rJy31NMfyEJNDvoqXhbwLlRaEGyCrwWWdy\",\n \"account_owner\": null,\n \"amount\": 12,\n \"category\": [\n \"Food and Drink\",\n \"Restaurants\"\n ],\n \"category_id\": \"13005000\",\n \"date\": \"2017-06-27\",\n \"iso_currency_code\": \"USD\",\n \"location\": {\n \"address\": null,\n \"city\": null,\n \"lat\": null,\n \"lon\": null,\n \"state\": null,\n \"store_number\": \"3322\",\n \"zip\": null\n },\n \"name\": \"McDonald's\",\n \"payment_meta\": {\n \"by_order_of\": null,\n \"payee\": null,\n \"payer\": null,\n \"payment_method\": null,\n \"payment_processor\": null,\n \"ppd_id\": null,\n \"reason\": null,\n \"reference_number\": null\n },\n \"pending\": false,\n \"pending_transaction_id\": null,\n \"transaction_id\": \"z8539RJ17pfype3mQb6rh5eGZ36ZPBcorxpgL\",\n \"transaction_type\": \"place\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"wp5rJy31NMfyEJNDvoqXhbwLlRaEGyCrwWWdy\",\n \"account_owner\": null,\n \"amount\": 4.33,\n \"category\": [\n \"Food and Drink\",\n \"Restaurants\",\n \"Coffee Shop\"\n ],\n \"category_id\": \"13005043\",\n \"date\": \"2017-06-27\",\n \"iso_currency_code\": \"USD\",\n \"location\": {\n \"address\": null,\n \"city\": null,\n \"lat\": null,\n \"lon\": null,\n \"state\": null,\n \"store_number\": null,\n \"zip\": null\n },\n \"name\": \"Starbucks\",\n \"payment_meta\": {\n \"by_order_of\": null,\n \"payee\": null,\n \"payer\": null,\n \"payment_method\": null,\n \"payment_processor\": null,\n \"ppd_id\": null,\n \"reason\": null,\n \"reference_number\": null\n },\n \"pending\": false,\n \"pending_transaction_id\": null,\n \"transaction_id\": \"B85791wWQEfjxn3rDzgeIJB8aZ5aXqCwE3rLj\",\n \"transaction_type\": \"place\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"wp5rJy31NMfyEJNDvoqXhbwLlRaEGyCrwWWdy\",\n \"account_owner\": null,\n \"amount\": 89.4,\n \"category\": [\n \"Food and Drink\",\n \"Restaurants\"\n ],\n \"category_id\": \"13005000\",\n \"date\": \"2017-06-26\",\n \"iso_currency_code\": \"USD\",\n \"location\": {\n \"address\": null,\n \"city\": null,\n \"lat\": null,\n \"lon\": null,\n \"state\": null,\n \"store_number\": null,\n \"zip\": null\n },\n \"name\": \"SparkFun\",\n \"payment_meta\": {\n \"by_order_of\": null,\n \"payee\": null,\n \"payer\": null,\n \"payment_method\": null,\n \"payment_processor\": null,\n \"ppd_id\": null,\n \"reason\": null,\n \"reference_number\": null\n },\n \"pending\": false,\n \"pending_transaction_id\": null,\n \"transaction_id\": \"rQ5b9Aqo3ksZNRvAVEgLCebRWNdWPmIl4ZEDg\",\n \"transaction_type\": \"place\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"l418dp7olxiDAaok8E1pi5Q7n9NGkzfZQbbAp\",\n \"account_owner\": null,\n \"amount\": -4.22,\n \"category\": [\n \"Food and Drink\",\n \"Restaurants\"\n ],\n \"category_id\": \"13005000\",\n \"date\": \"2017-06-25\",\n \"iso_currency_code\": \"USD\",\n \"location\": {\n \"address\": null,\n \"city\": null,\n \"lat\": null,\n \"lon\": null,\n \"state\": null,\n \"store_number\": null,\n \"zip\": null\n },\n \"name\": \"INTRST PYMNT\",\n \"payment_meta\": {\n \"by_order_of\": null,\n \"payee\": null,\n \"payer\": null,\n \"payment_method\": null,\n \"payment_processor\": null,\n \"ppd_id\": null,\n \"reason\": null,\n \"reference_number\": null\n },\n \"pending\": false,\n \"pending_transaction_id\": null,\n \"transaction_id\": \"Gqk1o8w6pvUMP4DRd9ABSa8By6QyMgS1vbkjA\",\n \"transaction_type\": \"place\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"kamgkLwoG3iMQPzlvEaZSGnMVR36rLiWnZZRW\",\n \"account_owner\": null,\n \"amount\": 500,\n \"category\": [\n \"Travel\",\n \"Airlines and Aviation Services\"\n ],\n \"category_id\": 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"Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/accounts/balance/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "accounts", "balance", "get" ] }, "description": "The `/accounts/balance/get` endpoint returns the real-time balance for each of an `Item`’s accounts. It can be used for existing `Item`s that were added via any of Plaid’s other products." }, "response": [ { "name": "Retrieve Balance Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"access-sandbox-00a30504-0eb2-4fb5-8af9-b7eb5c5f23f7\"\n}" }, "url": { "raw": "https://{{env_url}}/accounts/balance/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "accounts", "balance", "get" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "768", "name": 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cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"accounts\": [\n {\n \"account_id\": \"wp5rJy31NMfyEJNDvoqXhbwLlRaEGyCrwWWdy\",\n \"balances\": {\n \"available\": 100,\n \"current\": 110,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"0000\",\n \"name\": \"Plaid Checking\",\n \"official_name\": \"Plaid Gold Standard 0% Interest Checking\",\n \"subtype\": \"checking\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"l418dp7olxiDAaok8E1pi5Q7n9NGkzfZQbbAp\",\n \"balances\": {\n \"available\": 200,\n \"current\": 210,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"1111\",\n \"name\": \"Plaid Saving\",\n \"official_name\": \"Plaid Silver Standard 0.1% Interest Saving\",\n \"subtype\": \"savings\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"5NVq637arPcAbDxWd7GZUd3g5pjXPWFZlNNLz\",\n \"balances\": {\n \"available\": null,\n \"current\": 1000,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"2222\",\n \"name\": \"Plaid CD\",\n \"official_name\": \"Plaid Bronze Standard 0.2% Interest CD\",\n \"subtype\": \"cd\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"kamgkLwoG3iMQPzlvEaZSGnMVR36rLiWnZZRW\",\n \"balances\": {\n \"available\": null,\n \"current\": 410,\n \"iso_currency_code\": \"USD\",\n \"limit\": 2000,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"3333\",\n \"name\": \"Plaid Credit Card\",\n \"official_name\": \"Plaid Diamond 12.5% APR Interest Credit Card\",\n \"subtype\": \"credit card\",\n \"type\": \"credit\"\n },\n {\n \"account_id\": \"Jzbo9AkW8vcleKXgyPJ4cjva1KQw7qid3RRNb\",\n \"balances\": {\n \"available\": 43200,\n \"current\": 43200,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"4444\",\n \"name\": \"Plaid Money Market\",\n \"official_name\": \"Plaid Platinum Standard 1.85% Interest Money Market\",\n \"subtype\": \"money market\",\n \"type\": \"depository\"\n }\n ],\n \"item\": {\n \"available_products\": [\n \"assets\",\n \"balance\",\n \"credit_details\"\n ],\n \"billed_products\": [\n \"auth\",\n \"identity\",\n \"income\",\n \"transactions\"\n ],\n \"error\": null,\n \"institution_id\": \"ins_3\",\n \"item_id\": \"QNWnmvzAKwcx9RwPXqVMSoRBjkroVnhpge7bq\",\n \"webhook\": \"https://www.genericwebhookurl.com/webhook\"\n },\n \"request_id\": \"gs794\"\n}" } ] } ], "protocolProfileBehavior": {} }, { "name": "Identity", "item": [ { "name": "Retrieve Identity", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/identity/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "identity", "get" ] }, "description": "The `/identity/get` endpoint allows you to retrieve various account holder information on file with the financial institution, including names, emails, phone numbers, and addresses." }, "response": [ { "name": "Retrieve Identity Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"access-sandbox-00a30504-0eb2-4fb5-8af9-b7eb5c5f23f7\"\n}" }, "url": { "raw": "https://{{env_url}}/identity/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "identity", "get" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "1119", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 23:02:41 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"accounts\": [\n {\n \"account_id\": \"wp5rJy31NMfyEJNDvoqXhbwLlRaEGyCrwWWdy\",\n \"balances\": {\n \"available\": 100,\n \"current\": 110,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"0000\",\n \"name\": \"Plaid Checking\",\n \"official_name\": \"Plaid Gold Standard 0% Interest Checking\",\n \"subtype\": \"checking\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"l418dp7olxiDAaok8E1pi5Q7n9NGkzfZQbbAp\",\n \"balances\": {\n \"available\": 200,\n \"current\": 210,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"1111\",\n \"name\": \"Plaid Saving\",\n \"official_name\": \"Plaid Silver Standard 0.1% Interest Saving\",\n \"subtype\": \"savings\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"5NVq637arPcAbDxWd7GZUd3g5pjXPWFZlNNLz\",\n \"balances\": {\n \"available\": null,\n \"current\": 1000,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"2222\",\n \"name\": \"Plaid CD\",\n \"official_name\": \"Plaid Bronze Standard 0.2% Interest CD\",\n \"subtype\": \"cd\",\n \"type\": \"depository\"\n },\n {\n \"account_id\": \"kamgkLwoG3iMQPzlvEaZSGnMVR36rLiWnZZRW\",\n \"balances\": {\n \"available\": null,\n \"current\": 410,\n \"iso_currency_code\": \"USD\",\n \"limit\": 2000,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"3333\",\n \"name\": \"Plaid Credit Card\",\n \"official_name\": \"Plaid Diamond 12.5% APR Interest Credit Card\",\n \"subtype\": \"credit card\",\n \"type\": \"credit\"\n },\n {\n \"account_id\": \"Jzbo9AkW8vcleKXgyPJ4cjva1KQw7qid3RRNb\",\n \"balances\": {\n \"available\": 43200,\n \"current\": 43200,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"mask\": \"4444\",\n \"name\": \"Plaid Money Market\",\n \"official_name\": \"Plaid Platinum Standard 1.85% Interest Money Market\",\n \"subtype\": \"money market\",\n \"type\": \"depository\"\n }\n ],\n \"identity\": {\n \"addresses\": [\n {\n \"accounts\": [\n \"Plaid Checking 0000\",\n \"Plaid Saving 1111\",\n \"Plaid CD 2222\"\n ],\n \"data\": {\n \"city\": \"Malakoff\",\n \"state\": \"NY\",\n \"street\": \"2992 Cameron Road\",\n \"zip\": \"14236\"\n },\n \"primary\": true\n },\n {\n \"accounts\": [\n \"Plaid Credit Card 3333\"\n ],\n \"data\": {\n \"city\": \"San Matias\",\n \"state\": \"CA\",\n \"street\": \"2493 Leisure Lane\",\n \"zip\": \"93405-2255\"\n },\n \"primary\": false\n }\n ],\n \"emails\": [\n {\n \"data\": \"accountholder0@example.com\",\n \"primary\": true,\n \"type\": \"primary\"\n },\n {\n \"data\": \"accountholder1@example.com\",\n \"primary\": false,\n \"type\": \"secondary\"\n },\n {\n \"data\": \"extraordinarily.long.email.username.123456@reallylonghostname.com\",\n \"primary\": false,\n \"type\": \"other\"\n }\n ],\n \"names\": [\n \"Alberta Bobbeth Charleson\"\n ],\n \"phone_numbers\": [\n {\n \"data\": \"1112223333\",\n \"primary\": false,\n \"type\": \"home\"\n },\n {\n \"data\": \"1112224444\",\n \"primary\": false,\n \"type\": \"work\"\n },\n {\n \"data\": \"1112225555\",\n \"primary\": false,\n \"type\": \"mobile1\"\n }\n ]\n },\n \"item\": {\n \"available_products\": [\n \"assets\",\n \"balance\",\n \"credit_details\"\n ],\n \"billed_products\": [\n \"auth\",\n \"identity\",\n \"income\",\n \"transactions\"\n ],\n \"error\": null,\n \"institution_id\": \"ins_3\",\n \"item_id\": \"QNWnmvzAKwcx9RwPXqVMSoRBjkroVnhpge7bq\",\n \"webhook\": \"https://www.genericwebhookurl.com/webhook\"\n },\n \"request_id\": \"yt4tV\"\n}" } ] } ], "protocolProfileBehavior": {} }, { "name": "Income", "item": [ { "name": "Retrieve Income", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/income/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "income", "get" ] }, "description": "The `/income/get` endpoint allows you to retrieve information pertaining to a `Item`’s income. In addition to the annual income, detailed information will be provided for each contributing income stream (or job). Details on each of these fields can be found below. \n
\nJust like retrieving `transaction` data, you need to wait several seconds to retrieve `income` data after `Item` creation. A good practice is to retrieve the data when you are notified that it's ready via webhook." }, "response": [ { "name": "Retrieve Income Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"access-sandbox-00a30504-0eb2-4fb5-8af9-b7eb5c5f23f7\"\n}" }, "url": { "raw": "https://{{env_url}}/income/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "income", "get" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "245", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 23:02:19 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"income\": {\n \"income_streams\": [\n {\n \"confidence\": 0.99,\n \"days\": 720,\n \"monthly_income\": 500,\n \"name\": \"UNITED AIRLINES\"\n }\n ],\n \"last_year_income\": 6000,\n \"last_year_income_before_tax\": 7285,\n \"max_number_of_overlapping_income_streams\": 1,\n \"number_of_income_streams\": 1,\n \"projected_yearly_income\": 6085,\n \"projected_yearly_income_before_tax\": 7389\n },\n \"request_id\": \"lnaxi\"\n}" } ] } ], "protocolProfileBehavior": {} }, { "name": "Assets", "item": [ { "name": "Create Asset Report", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_tokens\": [\"ENTER_ACCESS_TOKENS_HERE\"],\n \"days_requested\": 30,\n \"options\": {\n \"client_report_id\": \"ENTER_CLIENT_REPORT_ID_HERE\",\n \"webhook\": \"ENTER_WEBHOOK_URL_HERE\",\n \"user\": {\n \"client_user_id\": \"ENTER_USER_ID_HERE\",\n \"first_name\": \"ENTER_FIRST_NAME_HERE\",\n \"middle_name\": \"ENTER_MIDDLE_NAME_HERE\",\n \"last_name\": \"ENTER_LAST_NAME_HERE\",\n \"ssn\": \"ENTER_SSN_HERE\",\n \"phone_number\": \"ENTER_PHONE_NUMBER_HERE\",\n \"email\": \"ENTER_EMAIL_HERE\"\n }\n }\n }" }, "url": { "raw": "https://{{env_url}}/asset_report/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "asset_report", "create" ] }, "description": "With your desired `access_tokens` in hand, all you need to do to create an Asset Report is to call the `/asset_report/create` endpoint.\n\nWhen creating an Asset Report, the only required fields are your `client_id`, `secret`, an `array of access_tokens` (one for each Item to be included in the Report), and the number of `days_requested` which determines the duration of transaction history to be included.\n\n`options` is optional!" }, "response": [ { "name": "Create Asset Report Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_tokens\": [\"access-sandbox-872d26b4-449a-4676-b2d4-1a014835a9ba\"],\n \"days_requested\": 30,\n \"options\": {\n \"client_report_id\": \"example_report_id\",\n \"webhook\": \"https://www.randomdomain.com/webhook_url\",\n \"user\": {\n \"client_user_id\": \"example_user_id\",\n \"first_name\": \"John\",\n \"middle_name\": \"Deere\",\n \"last_name\": \"Doe\",\n \"ssn\": \"123-45-7890\",\n \"phone_number\": \"3214560987\",\n \"email\": \"john@doe.com\"\n }\n }\n }" }, "url": { "raw": "https://{{env_url}}/asset_report/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "asset_report", "create" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "155", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Wed, 29 Aug 2018 22:22:56 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"asset_report_id\": \"67de6f27-dc59-4663-a5ec-f2e3c271d208\",\n \"asset_report_token\": \"assets-sandbox-d4002c0d-458a-41d0-9208-ac23700940f1\",\n \"request_id\": \"xHPFT\"\n}" } ] }, { "name": "Retrieve an Asset Report (JSON)", "event": [ { "listen": "prerequest", "script": { "id": "b7ab1d5a-8269-42b0-a879-75da5b992e6f", "type": "text/javascript", "exec": [ "" ] } } ], "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"asset_report_token\": \"ENTER_ASSET_REPORT_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/asset_report/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "asset_report", "get" ] }, "description": "You can retrieve your Asset Report in multiple formats (PDF and JSON), determined by the endpoint you call.\n\nJSON: `/asset_report/get` \nPDF: `/asset_report/pdf/get` \n
\nJust like retrieving `transaction` data, you need to wait several seconds to retrieve an assets report after you create one. A good practice is to retrieve the data when you are notified that it's ready via webhook." }, "response": [ { "name": "Retrieve an Asset Report (JSON) Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"asset_report_token\": \"assets-sandbox-d4002c0d-458a-41d0-9208-ac23700940f1\"\n}" }, "url": { "raw": "https://{{env_url}}/asset_report/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "asset_report", "get" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Wed, 29 Aug 2018 22:24:12 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Transfer-Encoding", "value": "chunked", "name": "Transfer-Encoding", "description": "The form of encoding used to safely transfer the entity to the user. Currently defined methods are: chunked, compress, deflate, gzip, identity." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"report\": {\n \"asset_report_id\": \"67de6f27-dc59-4663-a5ec-f2e3c271d208\",\n \"client_report_id\": \"example_report_id\",\n \"date_generated\": \"2018-08-29T22:23:04Z\",\n \"days_requested\": 30,\n \"items\": [\n {\n \"accounts\": [\n {\n \"account_id\": \"3l6EVAdoxRhbzLQxyNnEHJj4RvWqyRiqv3QR1\",\n \"balances\": {\n \"available\": 43200,\n \"current\": 43200,\n \"iso_currency_code\": \"USD\",\n \"unofficial_currency_code\": null\n },\n \"days_available\": 7,\n \"historical_balances\": [\n {\n \"current\": 43200,\n \"date\": \"2018-08-28\",\n \"iso_currency_code\": \"USD\",\n \"unofficial_currency_code\": null\n },\n {\n \"current\": 43200,\n \"date\": \"2018-08-27\",\n \"iso_currency_code\": \"USD\",\n \"unofficial_currency_code\": null\n },\n {\n \"current\": 43200,\n \"date\": \"2018-08-26\",\n \"iso_currency_code\": \"USD\",\n \"unofficial_currency_code\": null\n },\n {\n \"current\": 43200,\n \"date\": \"2018-08-25\",\n \"iso_currency_code\": \"USD\",\n \"unofficial_currency_code\": null\n },\n {\n \"current\": 43200,\n \"date\": \"2018-08-24\",\n \"iso_currency_code\": \"USD\",\n \"unofficial_currency_code\": null\n },\n {\n \"current\": 43200,\n \"date\": \"2018-08-23\",\n \"iso_currency_code\": \"USD\",\n \"unofficial_currency_code\": null\n },\n {\n \"current\": 49050,\n \"date\": \"2018-08-22\",\n \"iso_currency_code\": \"USD\",\n \"unofficial_currency_code\": null\n }\n ],\n \"mask\": \"4444\",\n \"name\": \"Plaid Money Market\",\n \"official_name\": \"Plaid Platinum Standard 1.85% Interest Money Market\",\n \"owners\": [\n {\n \"addresses\": [\n {\n \"data\": {\n \"city\": \"Malakoff\",\n \"state\": \"NY\",\n \"street\": \"2992 Cameron Road\",\n \"zip\": \"14236\"\n },\n \"primary\": true\n },\n {\n \"data\": {\n \"city\": \"San Matias\",\n \"state\": \"CA\",\n \"street\": \"2493 Leisure Lane\",\n \"zip\": \"93405-2255\"\n },\n \"primary\": false\n }\n ],\n \"emails\": [\n {\n \"data\": \"accountholder0@example.com\",\n \"primary\": true,\n \"type\": \"primary\"\n },\n {\n \"data\": 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\"iso_currency_code\": \"USD\",\n \"location\": {\n \"address\": null,\n \"city\": null,\n \"lat\": null,\n \"lon\": null,\n \"state\": null,\n \"store_number\": null,\n \"zip\": null\n },\n \"name\": \"LINKEDIN-450*1097613\",\n \"original_description\": \"LINKEDIN-450*1097613\",\n \"payment_meta\": {\n \"by_order_of\": null,\n \"payee\": null,\n \"payer\": null,\n \"payment_method\": null,\n \"payment_processor\": null,\n \"ppd_id\": null,\n \"reason\": null,\n \"reference_number\": null\n },\n \"pending\": true,\n \"pending_transaction_id\": null,\n \"transaction_id\": \"RxxmBDOo8kH8rR8kw0w9F7yO9p3gxkSyMx7X5\",\n \"transaction_type\": \"unresolved\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"mZZPBO9dDQCvyBvZLELDuZyOMp47MKUMPAP6E\",\n \"account_owner\": null,\n \"amount\": 13.64,\n \"category\": [\n \"Food and Drink\",\n \"Restaurants\",\n \"Coffee Shop\"\n ],\n \"category_id\": \"13005043\",\n \"date\": \"2019-02-17\",\n \"date_transacted\": \"2019-02-17\",\n \"iso_currency_code\": \"USD\",\n \"location\": {\n \"address\": null,\n \"city\": null,\n \"lat\": null,\n \"lon\": null,\n \"state\": null,\n \"store_number\": null,\n \"zip\": null\n },\n \"name\": \"WESTLAKE COFFEE SHOP\",\n \"original_description\": \"WESTLAKE COFFEE SHOP\",\n \"payment_meta\": {\n \"by_order_of\": null,\n \"payee\": null,\n \"payer\": null,\n \"payment_method\": null,\n \"payment_processor\": null,\n \"ppd_id\": null,\n \"reason\": null,\n \"reference_number\": null\n },\n \"pending\": true,\n \"pending_transaction_id\": null,\n \"transaction_id\": \"mZZPBO9dDQCvyBvZLEL8i8rvPgDVQaIM7M40z\",\n \"transaction_type\": \"unresolved\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"mZZPBO9dDQCvyBvZLELDuZyOMp47MKUMPAP6E\",\n \"account_owner\": null,\n \"amount\": 7.2,\n \"category\": [\n \"Travel\",\n \"Car Service\",\n \"Ride Share\"\n ],\n \"category_id\": \"22006001\",\n \"date\": \"2019-02-18\",\n \"date_transacted\": \"2019-02-17\",\n \"iso_currency_code\": \"USD\",\n \"location\": {\n \"address\": null,\n \"city\": null,\n \"lat\": null,\n \"lon\": null,\n \"state\": null,\n \"store_number\": null,\n \"zip\": null\n },\n \"name\": \"UBER *\",\n \"original_description\": \"UBER *\",\n \"payment_meta\": {\n \"by_order_of\": null,\n \"payee\": null,\n \"payer\": null,\n \"payment_method\": null,\n \"payment_processor\": null,\n \"ppd_id\": null,\n \"reason\": null,\n \"reference_number\": null\n },\n \"pending\": false,\n \"pending_transaction_id\": \"zkk7J1mArQU3bn3mJ7J1skNjXj1vQksO74qjA\",\n \"transaction_id\": \"NjjqDdMo8BHJAzJaoboNcE3RVQdvJ4TRVQyJ6\",\n \"transaction_type\": \"unresolved\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"mZZPBO9dDQCvyBvZLELDuZyOMp47MKUMPAP6E\",\n \"account_owner\": null,\n \"amount\": 6.22,\n \"category\": [\n \"Travel\",\n \"Car Service\",\n \"Ride Share\"\n ],\n \"category_id\": \"22006001\",\n \"date\": \"2019-02-18\",\n \"date_transacted\": \"2019-02-17\",\n \"iso_currency_code\": \"USD\",\n \"location\": {\n \"address\": null,\n \"city\": null,\n \"lat\": null,\n \"lon\": null,\n \"state\": null,\n \"store_number\": null,\n \"zip\": null\n },\n \"name\": \"UBER *\",\n \"original_description\": \"UBER *\",\n \"payment_meta\": {\n \"by_order_of\": null,\n \"payee\": null,\n \"payer\": null,\n \"payment_method\": null,\n \"payment_processor\": null,\n \"ppd_id\": null,\n \"reason\": null,\n \"reference_number\": null\n },\n \"pending\": false,\n \"pending_transaction_id\": \"ndda3M9wmQUNr9N8x3xVIpg5qL1z0ECAZM91v\",\n \"transaction_id\": \"X66Rvyw5Q4HkZYkBmrmNTj6QLAy5MVt4RyzwL\",\n \"transaction_type\": \"unresolved\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"mZZPBO9dDQCvyBvZLELDuZyOMp47MKUMPAP6E\",\n \"account_owner\": null,\n \"amount\": 35.59,\n \"category\": [\n \"Shops\",\n \"Supermarkets and Groceries\"\n ],\n \"category_id\": \"19047000\",\n \"date\": \"2019-02-18\",\n \"date_transacted\": \"2019-02-16\",\n \"iso_currency_code\": \"USD\",\n \"location\": {\n \"address\": null,\n \"city\": null,\n \"lat\": null,\n \"lon\": null,\n \"state\": null,\n \"store_number\": null,\n \"zip\": null\n },\n \"name\": \"LUCKY #707 DALY CIT\",\n \"original_description\": \"LUCKY #707 DALY CIT\",\n \"payment_meta\": {\n \"by_order_of\": null,\n \"payee\": null,\n \"payer\": null,\n \"payment_method\": null,\n \"payment_processor\": null,\n \"ppd_id\": null,\n \"reason\": null,\n \"reference_number\": null\n },\n \"pending\": false,\n \"pending_transaction_id\": \"9oodM4PO3rHagBaJ1b1ptM46BkxRyjudExbKM\",\n \"transaction_id\": \"p66PKRaLqnH6AX6K9z97Hn3kLZeD4xCJqDA1o\",\n \"transaction_type\": \"unresolved\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"mZZPBO9dDQCvyBvZLELDuZyOMp47MKUMPAP6E\",\n \"account_owner\": null,\n \"amount\": 20.46,\n \"category\": [\n \"Shops\",\n \"Supermarkets and Groceries\"\n ],\n \"category_id\": \"19047000\",\n \"date\": \"2019-02-18\",\n \"date_transacted\": \"2019-02-18\",\n \"iso_currency_code\": \"USD\",\n \"location\": {\n \"address\": null,\n \"city\": null,\n \"lat\": null,\n \"lon\": null,\n \"state\": \"CA\",\n \"store_number\": null,\n \"zip\": null\n },\n \"name\": \"LUCKY #707.DALY CITY\",\n \"original_description\": \"LUCKY #707.DALY CITY CA\",\n \"payment_meta\": {\n \"by_order_of\": null,\n \"payee\": null,\n \"payer\": null,\n \"payment_method\": null,\n \"payment_processor\": null,\n \"ppd_id\": null,\n \"reason\": null,\n \"reference_number\": null\n },\n \"pending\": true,\n \"pending_transaction_id\": null,\n \"transaction_id\": \"ndda3M9wmQUNr9N8x3xQtdBra1yjmvCADNjn9\",\n \"transaction_type\": \"place\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"mZZPBO9dDQCvyBvZLELDuZyOMp47MKUMPAP6E\",\n \"account_owner\": null,\n \"amount\": 16.99,\n \"category\": [\n \"Food and Drink\",\n \"Restaurants\"\n ],\n \"category_id\": \"13005000\",\n \"date\": \"2019-02-18\",\n \"date_transacted\": \"2019-02-18\",\n \"iso_currency_code\": \"USD\",\n \"location\": {\n \"address\": null,\n \"city\": null,\n \"lat\": null,\n \"lon\": null,\n \"state\": null,\n \"store_number\": null,\n \"zip\": null\n },\n \"name\": \"MY TOFU HOUSE\",\n \"original_description\": \"MY TOFU HOUSE\",\n \"payment_meta\": {\n \"by_order_of\": null,\n \"payee\": null,\n \"payer\": null,\n \"payment_method\": null,\n \"payment_processor\": null,\n \"ppd_id\": null,\n \"reason\": null,\n \"reference_number\": null\n },\n \"pending\": true,\n \"pending_transaction_id\": null,\n \"transaction_id\": \"QaaOqLxobKhRjzRNXDXEFaJE6Z90RmUEXM9D8\",\n \"transaction_type\": \"unresolved\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"mZZPBO9dDQCvyBvZLELDuZyOMp47MKUMPAP6E\",\n \"account_owner\": null,\n \"amount\": 6.77,\n \"category\": [\n \"Travel\",\n \"Car Service\",\n \"Ride Share\"\n ],\n \"category_id\": \"22006001\",\n \"date\": \"2019-02-19\",\n \"date_transacted\": \"2019-02-19\",\n \"iso_currency_code\": \"USD\",\n \"location\": {\n \"address\": null,\n \"city\": null,\n \"lat\": null,\n \"lon\": null,\n \"state\": null,\n \"store_number\": null,\n \"zip\": null\n },\n \"name\": \"UBR* PENDING.UBER.COM\",\n \"original_description\": \"UBR* PENDING.UBER.COM\",\n \"payment_meta\": {\n \"by_order_of\": null,\n \"payee\": null,\n \"payer\": null,\n \"payment_method\": null,\n \"payment_processor\": null,\n \"ppd_id\": null,\n \"reason\": null,\n \"reference_number\": null\n },\n \"pending\": true,\n \"pending_transaction_id\": null,\n \"transaction_id\": \"rDD6mnE13YHnrenz5o5mI0OkN84jp3tBRdmwq\",\n \"transaction_type\": \"digital\",\n \"unofficial_currency_code\": null\n }\n ],\n \"type\": \"credit\"\n }\n ],\n \"date_last_updated\": \"2019-02-19T21:49:08Z\",\n \"institution_id\": \"ins_3\",\n \"institution_name\": \"Chase\",\n \"item_id\": \"kJJrP9NX6QH60r6OaJaytOdn3bNj67CROemRz\"\n }\n ],\n \"user\": {\n \"client_user_id\": null,\n \"email\": null,\n \"first_name\": null,\n \"last_name\": null,\n \"middle_name\": null,\n \"phone_number\": null,\n \"ssn\": null\n }\n },\n \"request_id\": \"l8aHNi4oKFMUQc9\",\n \"warnings\": []\n}" } ] }, { "name": "Retrieve an Asset Report (PDF)", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"asset_report_token\": \"ENTER_ASSET_REPORT_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/asset_report/pdf/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "asset_report", "pdf", "get" ] }, "description": "You can retrieve your Asset Report in multiple formats (PDF and JSON), determined by the endpoint you call.\n\nJSON: `/asset_report/get` \nPDF: `/asset_report/pdf/get` \n
\nJust like retrieving `transaction` data, you need to wait several seconds to retrieve an assets report after you create one. A good practice is to retrieve the data when you are notified that it's ready via webhook." }, "response": [] }, { "name": "Create Audit Copy", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"asset_report_token\": \"ENTER_ASSET_REPORT_TOKEN_HERE\",\n \"auditor_id\": \"ENTER_AUDITOR_ID_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/asset_report/audit_copy/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "asset_report", "audit_copy", "create" ] }, "description": "Plaid can provide an **Audit Copy** of any Asset Report directly to a participating third party on your behalf. \n\nAn Audit Copy contains the same underlying data as the Asset Report. To grant access to an Audit Copy, you’ll create an `audit_copy_token` for it and then pass that token to the third party who needs access. Each third party has its own `auditor_id`, for example `fannie_mae`. You’ll need to create a separate Audit Copy for each third party to whom you want to grant access to the report." }, "response": [ { "name": "Create Audit Copy Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"asset_report_token\": \"assets-sandbox-d4002c0d-458a-41d0-9208-ac23700940f1\",\n \"auditor_id\": \"fannie_mae\"\n}" }, "url": { "raw": "https://{{env_url}}/asset_report/audit_copy/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "asset_report", "audit_copy", "create" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "109", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Wed, 29 Aug 2018 22:24:46 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"audit_copy_token\": \"a-sandbox-zk3j2qctsbdojdaq7bylhxu7sa\",\n \"request_id\": \"Ngbxk\"\n}" } ] }, { "name": "Remove Asset Report", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"asset_report_token\": \"ENTER_ASSET_REPORT_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/asset_report/remove", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "asset_report", "remove" ] }, "description": "The `/asset_report/remove` endpoint allows you to remove an Asset Report. Removing an Asset Report invalidates its `asset_report_token`, meaning you will no longer be able to use it to access report data or create new Audit Copies. Removing an Asset Report does not affect the underlying Items, but does also invalidate any `audit_copy_token`s associated with the Asset Report. In other words, removing an Asset Report also cascade-removes its Audit Copies." }, "response": [ { "name": "Remove Asset Report Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"asset_report_token\": \"assets-sandbox-d4002c0d-458a-41d0-9208-ac23700940f1\"\n}" }, "url": { "raw": "https://{{env_url}}/asset_report/remove", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "asset_report", "remove" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "64", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Wed, 29 Aug 2018 22:25:39 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"removed\": true,\n \"request_id\": \"L1oxW\"\n}" } ] }, { "name": "Remove Audit Copy ", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"audit_copy_token\": \"ENTER_AUDIT_COPY_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/asset_report/audit_copy/remove", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "asset_report", "audit_copy", "remove" ] }, "description": "The `/asset_report/audit_copy/remove` endpoint allows you to remove an Audit Copy. Removing an Audit Copy invalidates the `audit_copy_token` associated with it, meaning both you and any third parties holding the token will no longer be able to use it to access report data. `Item`s associated with the Asset Report, the Asset Report itself and other Audit Copies of it are not affected and will remain accessible after removing the given Audit Copy." }, "response": [ { "name": "Remove Audit Copy Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"audit_copy_token\": \"a-sandbox-zk3j2qctsbdojdaq7bylhxu7sa\"\n}" }, "url": { "raw": "https://{{env_url}}/asset_report/audit_copy/remove", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "asset_report", "audit_copy", "remove" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "64", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Wed, 29 Aug 2018 22:25:19 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"removed\": true,\n \"request_id\": \"Rvr6D\"\n}" } ] }, { "name": "Refresh Asset Report ", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"asset_report_token\": \"ENTER_ASSET_REPORT_TOKEN_HERE\",\n \"days_requested\": 30,\n \"options\": {\n \"client_report_id\": \"ENTER_CLIENT_REPORT_ID_HERE\",\n \"webhook\": \"ENTER_WEBHOOK_URL_HERE\",\n \"user\": {\n \"client_user_id\": \"ENTER_USER_ID_HERE\",\n \"first_name\": \"ENTER_FIRST_NAME_HERE\",\n \"middle_name\": \"ENTER_MIDDLE_NAME_HERE\",\n \"last_name\": \"ENTER_LAST_NAME_HERE\",\n \"ssn\": \"ENTER_SSN_HERE\",\n \"phone_number\": \"ENTER_PHONE_NUMBER_HERE\",\n \"email\": \"ENTER_EMAIL_HERE\"\n }\n }\n }" }, "url": { "raw": "https://{{env_url}}/asset_report/refresh", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "asset_report", "refresh" ] }, "description": "Create a new Asset Report based on the old one, but with the most recent data available from the financial institution(s)." }, "response": [ { "name": "Refresh Asset Report Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"asset_report_token\": \"assets-sandbox-915f0a0b-3168-4be9-84ab-84f03b721caf\",\n \"days_requested\": 30\n \n }" }, "url": { "raw": "https://{{env_url}}/asset_report/refresh", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "asset_report", "refresh" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "151", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 18 Sep 2018 00:39:20 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"asset_report_id\": \"d688fccd-ea25-441c-8432-da7ad149d272\",\n \"asset_report_token\": \"assets-sandbox-0334b31a-177f-4f4e-9764-ed20d217ef9b\",\n \"request_id\": \"Nzrib\"\n}" } ] } ], "protocolProfileBehavior": {} }, { "name": "Liabilities Report", "item": [ { "name": "Create Liabilities Report", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_tokens\": [\"ENTER_ACCESS_TOKENS_HERE\"],\n \"days_requested\": 30\n }" }, "url": { "raw": "https://{{env_url}}/liabilities_report/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "liabilities_report", "create" ] }, "description": "With your desired `access_tokens` in hand, all you need to do to create a Liabilities Report is to call the `/liabilities_report/create` endpoint.\n\nWhen creating a Liabilities Report, the only required fields are your `client_id`, `secret`, an `array of access_tokens` (one for each Item to be included in the Report), and the number of `days_requested` which determines the duration of transaction history to be included." }, "response": [ { "name": "Create Liabilities Report Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_tokens\": [\"access-sandbox-6c626e5a-28fc-4f9b-bcc1-e3305e4e7600\"],\n \"days_requested\": 30\n }" }, "url": { "raw": "https://{{env_url}}/liabilities_report/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "liabilities_report", "create" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Server", "value": "nginx" }, { "key": "Date", "value": "Tue, 01 Sep 2020 21:47:15 GMT" }, { "key": "Content-Type", "value": "application/json; charset=utf-8" }, { "key": "Content-Length", "value": "171" }, { "key": "Connection", "value": "keep-alive" }, { "key": "Content-Encoding", "value": "gzip" }, { "key": "Vary", "value": "Accept-Encoding" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload" }, { "key": "X-Frame-Options", "value": "DENY" }, { "key": "X-Content-Type-Options", "value": "nosniff" }, { "key": "X-XSS-Protection", "value": "1; mode=block" } ], "cookie": [], "body": "{\n \"liabilities_report_id\": \"3c76bd62-b3e1-483d-9387-f7c26f24bc53\",\n \"liabilities_report_token\": \"liabilities-report-sandbox-b6019c5e-057b-429c-8ab6-0a461a5f1fc2\",\n \"request_id\": \"tSbuak3Dw7IB4Jg\"\n}" } ] }, { "name": "Retrieve Liabilities Report", "event": [ { "listen": "prerequest", "script": { "id": "6d72915f-8363-4eaa-b4b3-72c760a67ef0", "exec": [ "" ], "type": "text/javascript" } } ], "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"liabilities_report_token\": \"ENTER_LIABILITIES_REPORT_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/liabilities_report/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "liabilities_report", "get" ] }, "description": "You can retrieve your Liabilities Report in JSON by calling `/liabilities_report/get`.\n\n
\nJust like retrieving `transaction` data, you need to wait several seconds to retrieve a liabilities report after you create one." }, "response": [ { "name": "Retrieve Liabilities Report Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"liabilities_report_token\": \"liabilities-report-sandbox-b6019c5e-057b-429c-8ab6-0a461a5f1fc2\"\n}" }, "url": { "raw": "https://{{env_url}}/liabilities_report/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "liabilities_report", "get" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Server", "value": "nginx" }, { "key": "Date", "value": "Tue, 01 Sep 2020 22:47:08 GMT" }, { "key": "Content-Type", "value": "application/json; charset=utf-8" }, { "key": "Transfer-Encoding", "value": "chunked" }, { "key": "Connection", "value": "keep-alive" }, { "key": "Content-Encoding", "value": "gzip" }, { "key": "Vary", "value": "Accept-Encoding" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload" }, { "key": "X-Frame-Options", "value": "DENY" }, { "key": "X-Content-Type-Options", "value": "nosniff" }, { "key": "X-XSS-Protection", "value": "1; mode=block" } ], "cookie": [], "body": "{\n \"report\": {\n \"client_report_id\": \"\",\n \"date_generated\": \"2020-09-01T21:47:18Z\",\n \"days_requested\": 30,\n \"items\": [\n {\n \"accounts\": [\n {\n \"account_id\": \"0NJ4PnMjnDhWqlB3Yvr9FKwLNQpWrmT2xM7oE\",\n \"balances\": {\n \"available\": 0,\n \"current\": 56302.06,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"liabilities\": [\n {\n \"credit\": null,\n \"mortgage\": [\n {\n \"account_id\": \"0NJ4PnMjnDhWqlB3Yvr9FKwLNQpWrmT2xM7oE\",\n \"account_number\": \"3120194154\",\n \"current_late_fee\": 25,\n \"escrow_balance\": 3141.54,\n \"has_pmi\": true,\n \"has_prepayment_penalty\": true,\n \"interest_rate\": {\n \"percentage\": 3.99,\n \"type\": \"fixed\"\n },\n \"last_payment_amount\": 3141.54,\n \"last_payment_date\": \"2019-08-01\",\n \"loan_term\": \"30 year\",\n \"loan_type_description\": \"\",\n \"maturity_date\": \"2045-07-31\",\n \"next_monthly_payment\": 3141.54,\n \"next_payment_due_date\": \"0001-01-01\",\n \"origination_date\": \"2015-08-01\",\n \"origination_principal_amount\": 425000,\n \"past_due_amount\": 2304,\n \"property_address\": {\n \"city\": \"Malakoff\",\n \"country\": \"US\",\n \"postal_code\": \"\",\n \"region\": \"NY\",\n \"street\": \"2992 Cameron Road\"\n },\n \"ytd_interest_paid\": 12300.4,\n \"ytd_principal_paid\": 12340.5\n }\n ],\n \"student\": null\n }\n ],\n \"mask\": \"8888\",\n \"name\": \"Plaid Mortgage\",\n \"official_name\": \"\",\n \"owners\": [\n {\n \"addresses\": [\n {\n \"data\": {\n \"city\": \"Malakoff\",\n \"country\": \"US\",\n \"postal_code\": \"14236\",\n \"region\": \"NY\",\n \"street\": \"2992 Cameron Road\"\n },\n \"primary\": true\n },\n {\n \"data\": {\n \"city\": \"San Matias\",\n \"country\": \"US\",\n \"postal_code\": \"93405-2255\",\n \"region\": \"CA\",\n \"street\": \"2493 Leisure Lane\"\n },\n \"primary\": false\n }\n ],\n \"emails\": [\n {\n \"data\": \"accountholder0@example.com\",\n \"primary\": true,\n \"type\": \"primary\"\n },\n {\n \"data\": \"accountholder1@example.com\",\n \"primary\": false,\n \"type\": \"secondary\"\n },\n {\n \"data\": \"extraordinarily.long.email.username.123456@reallylonghostname.com\",\n \"primary\": false,\n \"type\": \"other\"\n }\n ],\n \"names\": [\n \"Alberta Bobbeth Charleson\"\n ],\n \"phone_numbers\": [\n {\n \"data\": \"1112223333\",\n \"primary\": false,\n \"type\": \"home\"\n },\n {\n \"data\": \"1112224444\",\n \"primary\": false,\n \"type\": \"work\"\n },\n {\n \"data\": \"1112225555\",\n \"primary\": false,\n \"type\": \"mobile1\"\n }\n ]\n }\n ],\n \"ownership_type\": null,\n \"subtype\": \"mortgage\",\n \"transactions\": null,\n \"type\": \"loan\"\n },\n {\n \"account_id\": \"5kOjXvMovKuK5O9Gw8WzT1zNQRj2lgImJnGvB\",\n \"balances\": {\n \"available\": 0,\n \"current\": 410,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"liabilities\": [\n {\n \"credit\": [\n {\n \"account_id\": \"5kOjXvMovKuK5O9Gw8WzT1zNQRj2lgImJnGvB\",\n \"aprs\": [\n {\n \"apr_percentage\": null,\n \"apr_type\": null,\n \"balance_subject_to_apr\": null,\n \"interest_charge_amount\": null\n },\n {\n \"apr_percentage\": null,\n \"apr_type\": null,\n \"balance_subject_to_apr\": null,\n \"interest_charge_amount\": null\n },\n {\n \"apr_percentage\": null,\n \"apr_type\": null,\n \"balance_subject_to_apr\": null,\n \"interest_charge_amount\": null\n },\n {\n \"apr_percentage\": null,\n \"apr_type\": null,\n \"balance_subject_to_apr\": null,\n \"interest_charge_amount\": null\n },\n {\n \"apr_percentage\": 15.24,\n \"apr_type\": \"balance_transfer_apr\",\n \"balance_subject_to_apr\": 1562.32,\n \"interest_charge_amount\": 130.22\n },\n {\n \"apr_percentage\": 27.95,\n \"apr_type\": \"cash_apr\",\n \"balance_subject_to_apr\": 56.22,\n \"interest_charge_amount\": 14.81\n },\n {\n \"apr_percentage\": 12.5,\n \"apr_type\": \"purchase_apr\",\n \"balance_subject_to_apr\": 157.01,\n \"interest_charge_amount\": 25.66\n },\n {\n \"apr_percentage\": 0,\n \"apr_type\": \"special\",\n \"balance_subject_to_apr\": 1000,\n \"interest_charge_amount\": 0\n }\n ],\n \"is_overdue\": false,\n \"last_payment_amount\": 168.25,\n \"last_payment_date\": \"2019-05-22\",\n \"last_statement_balance\": 1708.77,\n \"last_statement_issue_date\": \"2019-05-28\",\n \"minimum_payment_amount\": 20,\n \"next_payment_due_date\": \"2020-05-28\"\n }\n ],\n \"mortgage\": null,\n \"student\": null\n }\n ],\n \"mask\": \"3333\",\n \"name\": \"Plaid Credit Card\",\n \"official_name\": \"Plaid Diamond 12.5% APR Interest Credit Card\",\n \"owners\": [\n {\n \"addresses\": [\n {\n \"data\": {\n \"city\": \"Malakoff\",\n \"country\": \"US\",\n \"postal_code\": \"14236\",\n \"region\": \"NY\",\n \"street\": \"2992 Cameron Road\"\n },\n \"primary\": true\n },\n {\n \"data\": {\n \"city\": \"San Matias\",\n \"country\": \"US\",\n \"postal_code\": \"93405-2255\",\n \"region\": \"CA\",\n \"street\": \"2493 Leisure Lane\"\n },\n \"primary\": false\n }\n ],\n \"emails\": [\n {\n \"data\": \"accountholder0@example.com\",\n \"primary\": true,\n \"type\": \"primary\"\n },\n {\n \"data\": \"accountholder1@example.com\",\n \"primary\": false,\n \"type\": \"secondary\"\n },\n {\n \"data\": \"extraordinarily.long.email.username.123456@reallylonghostname.com\",\n \"primary\": false,\n \"type\": \"other\"\n }\n ],\n \"names\": [\n \"Alberta Bobbeth Charleson\"\n ],\n \"phone_numbers\": [\n {\n \"data\": \"1112223333\",\n \"primary\": false,\n \"type\": \"home\"\n },\n {\n \"data\": \"1112224444\",\n \"primary\": false,\n \"type\": \"work\"\n },\n {\n \"data\": \"1112225555\",\n \"primary\": false,\n \"type\": \"mobile1\"\n }\n ]\n }\n ],\n \"ownership_type\": null,\n \"subtype\": \"credit card\",\n \"transactions\": [\n {\n \"account_id\": \"5kOjXvMovKuK5O9Gw8WzT1zNQRj2lgImJnGvB\",\n \"amount\": 500,\n \"date\": \"2020-08-28\",\n \"iso_currency_code\": \"USD\",\n \"original_description\": \"United Airlines\",\n \"pending\": false,\n \"transaction_id\": \"KNwMvoGlo9hwz0WnZKrYu1Mo9nPxZJfVyYrQZ\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"5kOjXvMovKuK5O9Gw8WzT1zNQRj2lgImJnGvB\",\n \"amount\": 500,\n \"date\": \"2020-08-23\",\n \"iso_currency_code\": \"USD\",\n \"original_description\": \"Tectra Inc\",\n \"pending\": false,\n \"transaction_id\": \"LOxNwpGmpWFOy591lqYgsVBrlKEn0ZcVp1vG7\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"5kOjXvMovKuK5O9Gw8WzT1zNQRj2lgImJnGvB\",\n \"amount\": 500,\n \"date\": \"2020-08-22\",\n \"iso_currency_code\": \"USD\",\n \"original_description\": \"KFC\",\n \"pending\": false,\n \"transaction_id\": \"NgzPyrGorWcxD13BwLMQTGmznVkAvNSPM8N0l\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"5kOjXvMovKuK5O9Gw8WzT1zNQRj2lgImJnGvB\",\n \"amount\": 2078.5,\n \"date\": \"2020-08-22\",\n \"iso_currency_code\": \"USD\",\n \"original_description\": \"AUTOMATIC PAYMENT - THANK\",\n \"pending\": false,\n \"transaction_id\": \"OjAQzvGpv6uXzoxKEY2gcGEA0jx1MqSxkWn3r\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"5kOjXvMovKuK5O9Gw8WzT1zNQRj2lgImJnGvB\",\n \"amount\": 500,\n \"date\": \"2020-08-22\",\n \"iso_currency_code\": \"USD\",\n \"original_description\": \"Madison Bicycle Shop\",\n \"pending\": false,\n \"transaction_id\": \"MPy0xqXnqWF8MG3ZvP6Li5wGEPg80Vc5oAq0n\",\n \"unofficial_currency_code\": null\n },\n {\n \"account_id\": \"5kOjXvMovKuK5O9Gw8WzT1zNQRj2lgImJnGvB\",\n \"amount\": 78.5,\n \"date\": \"2020-08-11\",\n \"iso_currency_code\": \"USD\",\n \"original_description\": \"Touchstone Climbing\",\n \"pending\": false,\n \"transaction_id\": \"PkBRAwGqwWum8qXxJg52c2zB4ZNYglT57ZMr1\",\n \"unofficial_currency_code\": null\n }\n ],\n \"type\": \"credit\"\n },\n {\n \"account_id\": \"9oVnPzjvzYUKLPqBrnY6Tro0KmqOZ9IPp8BXY\",\n \"balances\": {\n \"available\": 0,\n \"current\": 65262,\n \"iso_currency_code\": \"USD\",\n \"limit\": null,\n \"unofficial_currency_code\": null\n },\n \"liabilities\": [\n {\n \"credit\": null,\n \"mortgage\": null,\n \"student\": [\n {\n \"account_id\": \"9oVnPzjvzYUKLPqBrnY6Tro0KmqOZ9IPp8BXY\",\n \"account_number\": \"4277075694\",\n \"disbursement_dates\": [\n \"0001-01-01\",\n \"2002-08-28\"\n ],\n \"expected_payoff_date\": \"2032-07-28\",\n \"guarantor\": \"DEPT OF ED\",\n \"interest_rate_percentage\": 5.25,\n \"is_overdue\": false,\n \"last_payment_amount\": 138.05,\n \"last_payment_date\": \"2019-04-22\",\n \"last_statement_balance\": 138.05,\n \"last_statement_issue_date\": \"2019-04-28\",\n \"loan_name\": \"Repayment\",\n \"loan_status\": {\n \"end_date\": \"2032-07-28\",\n \"type\": \"repayment\"\n },\n \"minimum_payment_amount\": 25,\n \"next_payment_due_date\": \"2019-05-28\",\n \"origination_date\": \"2002-08-28\",\n \"origination_principal_amount\": 25000,\n \"outstanding_interest_amount\": 6227.36,\n \"payment_reference_number\": null,\n \"pslf_status\": {\n \"estimated_eligibility_date\": \"2021-01-01\",\n \"payments_made\": 200,\n \"payments_remaining\": 160\n },\n \"repayment_plan\": {\n \"description\": \"Standard Repayment\",\n \"type\": \"standard\"\n },\n \"sequence_number\": \"1\",\n \"servicer_address\": {\n \"city\": \"San Matias\",\n \"country\": \"US\",\n \"postal_code\": \"99415\",\n \"region\": \"CA\",\n \"street\": \"123 Relaxation Road\"\n },\n \"ytd_interest_paid\": 280.55,\n \"ytd_principal_paid\": 271.65\n }\n ]\n }\n ],\n \"mask\": \"7777\",\n \"name\": \"Plaid Student Loan\",\n \"official_name\": \"\",\n \"owners\": [\n {\n \"addresses\": [\n {\n \"data\": {\n \"city\": \"Malakoff\",\n \"country\": \"US\",\n \"postal_code\": \"14236\",\n \"region\": \"NY\",\n \"street\": \"2992 Cameron Road\"\n },\n \"primary\": true\n },\n {\n \"data\": {\n \"city\": \"San Matias\",\n \"country\": \"US\",\n \"postal_code\": \"93405-2255\",\n \"region\": \"CA\",\n \"street\": \"2493 Leisure Lane\"\n },\n \"primary\": false\n }\n ],\n \"emails\": [\n {\n \"data\": \"accountholder0@example.com\",\n \"primary\": true,\n \"type\": \"primary\"\n },\n {\n \"data\": \"accountholder1@example.com\",\n \"primary\": false,\n \"type\": \"secondary\"\n },\n {\n \"data\": \"extraordinarily.long.email.username.123456@reallylonghostname.com\",\n \"primary\": false,\n \"type\": \"other\"\n }\n ],\n \"names\": [\n \"Alberta Bobbeth Charleson\"\n ],\n \"phone_numbers\": [\n {\n \"data\": \"1112223333\",\n \"primary\": false,\n \"type\": \"home\"\n },\n {\n \"data\": \"1112224444\",\n \"primary\": false,\n \"type\": \"work\"\n },\n {\n \"data\": \"1112225555\",\n \"primary\": false,\n \"type\": \"mobile1\"\n }\n ]\n }\n ],\n \"ownership_type\": null,\n \"subtype\": \"student\",\n \"transactions\": null,\n \"type\": \"loan\"\n }\n ],\n \"date_last_updated\": \"2020-09-01T21:47:16Z\",\n \"institution_id\": \"ins_109508\",\n \"institution_name\": \"First Platypus Bank\",\n \"item_id\": \"4jNgPr2nrGuWMG51RP7nF1OjgLEkOJHJYD4Y8\"\n }\n ],\n \"liabilities_report_id\": \"3c76bd62-b3e1-483d-9387-f7c26f24bc53\"\n },\n \"request_id\": \"ia8MzprycnmqZzb\",\n \"warnings\": null\n}" } ] }, { "name": "Remove Liabilities Report", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"liabilities_report_token\": \"ENTER_LIABILITIES_REPORT_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/liabilities_report/remove", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "liabilities_report", "remove" ] }, "description": "The `/liabilities_report/remove` endpoint allows you to remove a Liabilities Report. Removing a Liabilities Report invalidates its `liabilities_report_token`, meaning you will no longer be able to use it to access report data. Removing a Liabilities Report does not affect the underlying Items." }, "response": [ { "name": "Remove Liabilities Report Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"liabilities_report_token\": \"liabilities-report-sandbox-b6019c5e-057b-429c-8ab6-0a461a5f1fc2\"\n}" }, "url": { "raw": "https://{{env_url}}/liabilities_report/remove", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "liabilities_report", "remove" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Server", "value": "nginx" }, { "key": "Date", "value": "Tue, 01 Sep 2020 22:49:09 GMT" }, { "key": "Content-Type", "value": "application/json; charset=utf-8" }, { "key": "Content-Length", "value": "74" }, { "key": "Connection", "value": "keep-alive" }, { "key": "Content-Encoding", "value": "gzip" }, { "key": "Vary", "value": "Accept-Encoding" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload" }, { "key": "X-Frame-Options", "value": "DENY" }, { "key": "X-Content-Type-Options", "value": "nosniff" }, { "key": "X-XSS-Protection", "value": "1; mode=block" } ], "cookie": [], "body": "{\n \"removed\": true,\n \"request_id\": \"pbmNyTduuDRVKxY\"\n}" } ] } ], "protocolProfileBehavior": {} }, { "name": "Liabilities", "item": [ { "name": "Retrieve Liabilities", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json", "type": "text" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n\t\"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/liabilities/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "liabilities", "get" ] } }, "response": [] } ], "protocolProfileBehavior": {} }, { "name": "Investments", "item": [ { "name": "Liabilities Report", "item": [], "protocolProfileBehavior": {}, "_postman_isSubFolder": true }, { "name": "Retrieve Investments Holdings", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json", "type": "text" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n\t\"access_token\": \"ENTER_ACCESS_TOKEN_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/investments/holdings/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "investments", "holdings", "get" ] } }, "response": [] }, { "name": "Retrieve Investments Transactions", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json", "type": "text" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"access_token\": \"ENTER_ACCESS_TOKEN_HERE\",\n \"start_date\": \"2017-01-01\",\n \"end_date\": \"2019-06-01\" \n}" }, "url": { "raw": "https://{{env_url}}/investments/transactions/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "investments", "transactions", "get" ] } }, "response": [] } ], "description": "Endpoints for Plaid's Investments product.", "protocolProfileBehavior": {} }, { "name": "Institutions", "item": [ { "name": "Search Institution by Name", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"query\": \"delta schools\",\n \"products\": [\"auth\"]\n }" }, "url": { "raw": "https://{{env_url}}/institutions/search", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "institutions", "search" ] }, "description": "The `/institutions/search` endpoint makes it easy to stay up-to-date with supported institutions and help your users quickly find their institutions." }, "response": [ { "name": "Search Institution by Name Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"query\": \"chase\",\n \"products\": [\"auth\"],\n \"public_key\": \"{{public_key}}\"\n }" }, "url": { "raw": "https://{{env_url}}/institutions/search", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "institutions", "search" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "619", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 23:01:54 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"institutions\": [\n {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_3\",\n \"mfa\": [\n \"code\",\n \"list\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Chase\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"credit_details\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_112827\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"The Chasewood Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"UserID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_109602\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"CASE Credit Union\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Email address\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": false,\n \"institution_id\": \"ins_35\",\n \"mfa\": [],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Chime Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"EasyLink ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"EasyLink Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_111161\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Chain Bridge Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123303\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Preferred Bank (Casey, Illinois)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Account Number\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"PIN\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": false,\n \"institution_id\": \"ins_113981\",\n \"mfa\": [],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Class Act Federal Credit Union\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_113956\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions(3)\",\n \"selections(5)\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Cash Advantage\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_113964\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions(3)\",\n \"selections(5)\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"SEI Cash Access\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"NetTeller ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"NetTeller Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_111322\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Gulf Coast Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n }\n ],\n \"request_id\": \"j6Ga1\"\n}" } ] }, { "name": "Search Institution by ID", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"institution_id\": \"ENTER_INSTITUTION_ID_HERE\",\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\"\n}" }, "url": { "raw": "https://{{env_url}}/institutions/get_by_id", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "institutions", "get_by_id" ] } }, "response": [ { "name": "Search Institution by ID Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"institution_id\": \"ins_3\",\n \"public_key\": \"{{public_key}}\"\n}" }, "url": { "raw": "https://{{env_url}}/institutions/get_by_id", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "institutions", "get_by_id" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Length", "value": "275", "name": "Content-Length", "description": "The length of the response body in octets (8-bit bytes)" }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 23:01:31 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"institution\": {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_3\",\n \"mfa\": [\n \"code\",\n \"list\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Chase\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"credit_details\",\n \"income\",\n \"identity\"\n ]\n },\n \"request_id\": \"WTa7v\"\n}" } ] }, { "name": "Retrieve Insitution List", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\":\"{{secret_key}}\",\n\t\"count\": 200,\n\t\"offset\": 0\n}" }, "url": { "raw": "https://{{env_url}}/institutions/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "institutions", "get" ] }, "description": "To see a full list of supported institutions across all products, use the `/institutions/get` and `/institutions/search` endpoints. \n
\nUse the `count` and `offset` query parameters to retrieve the desired institution data. \n
\n`count`: The total number of Institutions to return, with 0 < count <= 500.
\n`offset`: The number of Institutions to skip before returning results, with offset >= 0" }, "response": [ { "name": "Retrieve Insitution List Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\":\"{{secret_key}}\",\n\t\"count\": 200,\n\t\"offset\": 0\n}" }, "url": { "raw": "https://{{env_url}}/institutions/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "institutions", "get" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 23:01:12 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Plaid-Version", "value": "2018-05-22", "name": "Plaid-Version", "description": "Custom header" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Transfer-Encoding", "value": "chunked", "name": "Transfer-Encoding", "description": "The form of encoding used to safely transfer the entity to the user. Currently defined methods are: chunked, compress, deflate, gzip, identity." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"institutions\": [\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": false,\n \"institution_id\": \"ins_25\",\n \"mfa\": [],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Ally Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Login ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_113968\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Amegy Bank of Texas\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": false,\n \"institution_id\": \"ins_10\",\n \"mfa\": [],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"American Express\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User Name\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_100530\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"American Express - Personal Savings\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Online ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_1\",\n \"mfa\": [\n \"questions(3)\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Bank of America\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"credit_details\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": false,\n \"institution_id\": \"ins_100866\",\n \"mfa\": [],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Bank of America - Charitable Gift Fund\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_2\",\n \"mfa\": [\n \"questions(3)\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"BB\\u0026T\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_100775\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"BB\\u0026T - Wealth Management - TAMLink\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_23\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"BBVA Compass\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Email Address\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": false,\n \"institution_id\": \"ins_110731\",\n \"mfa\": [],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"BBVA Compass - ClearSpend Visa Card\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Login ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_113969\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"California Bank and Trust\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_9\",\n \"mfa\": [\n \"code\",\n \"questions(5)\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Capital One\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"credit_details\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User name\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": false,\n \"institution_id\": \"ins_101492\",\n \"mfa\": [],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Capital One - Credit Cards Canada\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Login ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": false,\n \"institution_id\": \"ins_11\",\n \"mfa\": [],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Charles Schwab\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User Name\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_101686\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Charles Schwab - Learning Quest 529 Plan\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_3\",\n \"mfa\": [\n \"code\",\n \"list\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Chase\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"credit_details\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_5\",\n \"mfa\": [\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citi\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"credit_details\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_20\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_101804\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens Bank - Credit Card\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"PIN\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_101806\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens Bank - Wealth Management\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": false,\n \"institution_id\": \"ins_12\",\n \"mfa\": [],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Fidelity\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_102914\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Fidelity - 401k\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": false,\n \"institution_id\": \"ins_102913\",\n \"mfa\": [],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Fidelity - Charitable Gift Fund\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_102937\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Fidelity - Fidelity.com at work\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": false,\n \"institution_id\": \"ins_26\",\n \"mfa\": [],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Fifth Third Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_21\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Huntington Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_29\",\n \"mfa\": [\n \"code\",\n \"list\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"KeyBank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"credit_details\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_27\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"M\\u0026T Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"User Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_105145\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"M\\u0026T Bank - Web Banking for Business\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Email\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_52\",\n \"mfa\": [\n \"code\",\n \"list\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Marcus by Goldman Sachs\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Login ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_113970\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"National Bank of Arizona\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": false,\n \"institution_id\": \"ins_15\",\n \"mfa\": [],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Navy Federal Credit Union\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Login ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_113971\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Nevada State Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Email\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": false,\n \"institution_id\": \"ins_22\",\n \"mfa\": [],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"PayPal\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\",\n \"credit_details\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_13\",\n \"mfa\": [\n \"questions(3)\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"PNC\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"credit_details\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_106256\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"PNC - Small Business\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Online ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_19\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Regions Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"credit_details\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Member Number\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_113800\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"San Francisco Fire Credit Union\",\n \"products\": [\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_28\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Santander\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User Name\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_107402\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Silicon Valley Bank - MasterCard\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User Name\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": false,\n \"institution_id\": \"ins_107403\",\n \"mfa\": [],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Silicon Valley Bank - MasterCard Elite\",\n \"products\": [\n \"assets\",\n \"balance\",\n \"transactions\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Username\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Password\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_109966\",\n \"mfa\": [\n \"code\",\n \"list\",\n \"questions\",\n \"selections\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Silicon Valley Bank - Private Banking\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\",\n \"identity\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"User ID\",\n \"name\": \"username\",\n 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\"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123059\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Bryant State Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123064\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"BTH Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123067\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Burling Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123027\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Burton State Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123095\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Caldwell Bank \\u0026 Trust Co.\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123104\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Campbell County Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123090\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Capital Bank of New Jersey\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123129\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Castroville State Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123173\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Catlin Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123247\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Centennial Bank (Texas)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123089\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"CenterBank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123084\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Central Bank Illinois\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123442\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Central State Bank (Illinois)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123409\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Central State Credit Union\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123378\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Century Bank of the Ozarks\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123075\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"CerescoBank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123078\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Chambers Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123125\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Chambers State Bank (Nebraska)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123380\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Chillicothe State Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123116\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Cissna Park State Bank\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123098\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens Bank \\u0026 Trust (Alabama)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123099\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens Bank \\u0026 Trust (Florida)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123097\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens Bank \\u0026 Trust Co. (Vivian, Louisiana)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123085\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens Bank (Abilene, Texas)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123092\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens Bank (Alabama)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123077\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens Bank (Amarillo, Texas)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123379\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens Bank (Anamosa and Tipton, Iowa)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123082\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens Bank of Edinburg\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123086\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens Bank of Kansas\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123105\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens Community Bank (Georgia)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123111\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens National Bank of Albion\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123112\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens National Bank of Crosbyton\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123117\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens State Bank (Anton, Texas)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123120\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens State Bank (Corrigan, Texas)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123128\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens State Bank (East Texas)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n },\n {\n \"credentials\": [\n {\n \"label\": \"Access ID\",\n \"name\": \"username\",\n \"type\": \"text\"\n },\n {\n \"label\": \"Passcode\",\n \"name\": \"password\",\n \"type\": \"password\"\n }\n ],\n \"has_mfa\": true,\n \"institution_id\": \"ins_123121\",\n \"mfa\": [\n \"questions\"\n ],\n \"mfa_code_type\": \"numeric\",\n \"name\": \"Citizens State Bank (Finley, North Dakota)\",\n \"products\": [\n \"assets\",\n \"auth\",\n \"balance\",\n \"transactions\",\n \"income\"\n ]\n }\n ],\n \"request_id\": \"dWAMr\",\n \"total\": 9638\n}" } ] } ], "description": "Plaid supports thousands of financial institutions, and we’re always working to add support for more. We have a couple `institution` endpoints that help you to search for institutions as well as to retrieve a complete list of institutions supported by Plaid", "event": [ { "listen": "prerequest", "script": { "id": "b55337f5-ec59-4bc9-bf8f-74aafd5c8271", "type": "text/javascript", "exec": [ "" ] } }, { "listen": "test", "script": { "id": "cdfd7cac-198d-4640-b49d-576cae7c8a21", "type": "text/javascript", "exec": [ "" ] } } ], "protocolProfileBehavior": {} }, { "name": "Categories", "item": [ { "name": "Retrieve Categories", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{}" }, "url": { "raw": "https://{{env_url}}/categories/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "categories", "get" ] }, "description": "This endpoint allows you to get to get detailed information on categories returned by Plaid. This endpoint does not require authentication." }, "response": [ { "name": "Retrieve Categories Example", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{}" }, "url": { "raw": "https://{{env_url}}/categories/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "categories", "get" ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Connection", "value": "keep-alive", "name": "Connection", "description": "Options that are desired for the connection" }, { "key": "Content-Encoding", "value": "gzip", "name": "Content-Encoding", "description": "The type of encoding used on the data." }, { "key": "Content-Type", "value": "application/json", "name": "Content-Type", "description": "The mime type of this content" }, { "key": "Date", "value": "Tue, 28 Aug 2018 23:00:54 GMT", "name": "Date", "description": "The date and time that the message was sent" }, { "key": "Server", "value": "nginx", "name": "Server", "description": "A name for the server" }, { "key": "Strict-Transport-Security", "value": "max-age=31536000; includeSubDomains; preload", "name": "Strict-Transport-Security", "description": "A HSTS Policy informing the HTTP client how long to cache the HTTPS only policy and whether this applies to subdomains." }, { "key": "Transfer-Encoding", "value": "chunked", "name": "Transfer-Encoding", "description": "The form of encoding used to safely transfer the entity to the user. Currently defined methods are: chunked, compress, deflate, gzip, identity." }, { "key": "Vary", "value": "Accept-Encoding", "name": "Vary", "description": "Tells downstream proxies how to match future request headers to decide whether the cached response can be used rather than requesting a fresh one from the origin server." }, { "key": "X-Content-Type-Options", "value": "nosniff", "name": "X-Content-Type-Options", "description": "The only defined value, \"nosniff\", prevents Internet Explorer from MIME-sniffing a response away from the declared content-type" }, { "key": "X-Frame-Options", "value": "DENY", "name": "X-Frame-Options", "description": "Clickjacking protection: \"deny\" - no rendering within a frame, \"sameorigin\" - no rendering if origin mismatch" }, { "key": "X-XSS-Protection", "value": "1; mode=block", "name": "X-XSS-Protection", "description": "Cross-site scripting (XSS) filter" } ], "cookie": [], "body": "{\n \"categories\": [\n {\n \"category_id\": \"10000000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Bank Fees\"\n ]\n },\n {\n \"category_id\": \"10001000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Bank Fees\",\n \"Overdraft\"\n ]\n },\n {\n \"category_id\": \"10002000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Bank Fees\",\n \"ATM\"\n ]\n },\n {\n \"category_id\": \"10003000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Bank Fees\",\n \"Late Payment\"\n ]\n },\n {\n \"category_id\": \"10004000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Bank Fees\",\n \"Fraud Dispute\"\n ]\n },\n {\n \"category_id\": \"10005000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Bank Fees\",\n \"Foreign Transaction\"\n ]\n },\n {\n \"category_id\": \"10006000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Bank Fees\",\n \"Wire Transfer\"\n ]\n },\n {\n \"category_id\": \"10007000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Bank Fees\",\n \"Insufficient Funds\"\n ]\n },\n {\n \"category_id\": \"10008000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Bank Fees\",\n \"Cash Advance\"\n ]\n },\n {\n \"category_id\": \"10009000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Bank Fees\",\n \"Excess Activity\"\n ]\n },\n {\n \"category_id\": \"11000000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Cash Advance\"\n ]\n },\n {\n \"category_id\": \"12000000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Community\"\n ]\n },\n {\n \"category_id\": \"12001000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Community\",\n \"Animal Shelter\"\n ]\n },\n {\n \"category_id\": \"12002000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Community\",\n \"Assisted Living Services\"\n ]\n },\n {\n \"category_id\": \"12002001\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Community\",\n \"Assisted Living Services\",\n \"Facilities and Nursing Homes\"\n ]\n },\n {\n \"category_id\": \"12002002\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Community\",\n \"Assisted Living Services\",\n 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\"Benefits\"\n ]\n },\n {\n \"category_id\": \"21010000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Third Party\"\n ]\n },\n {\n \"category_id\": \"21010001\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Third Party\",\n \"Venmo\"\n ]\n },\n {\n \"category_id\": \"21010002\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Third Party\",\n \"Square Cash\"\n ]\n },\n {\n \"category_id\": \"21010003\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Third Party\",\n \"Square\"\n ]\n },\n {\n \"category_id\": \"21010004\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Third Party\",\n \"PayPal\"\n ]\n },\n {\n \"category_id\": \"21010005\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Third Party\",\n \"Dwolla\"\n ]\n },\n {\n \"category_id\": \"21010006\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Third Party\",\n \"Coinbase\"\n ]\n },\n {\n \"category_id\": \"21010007\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Third Party\",\n \"Chase QuickPay\"\n ]\n },\n {\n \"category_id\": \"21010008\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Third Party\",\n \"Acorns\"\n ]\n },\n {\n \"category_id\": \"21010009\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Third Party\",\n \"Digit\"\n ]\n },\n {\n \"category_id\": \"21010010\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Third Party\",\n \"Betterment\"\n ]\n },\n {\n \"category_id\": \"21010011\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Third Party\",\n \"Plaid\"\n ]\n },\n {\n \"category_id\": \"21011000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Wire\"\n ]\n },\n {\n \"category_id\": \"21012000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Withdrawal\"\n ]\n },\n {\n \"category_id\": \"21012001\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Withdrawal\",\n \"Check\"\n ]\n },\n {\n \"category_id\": \"21012002\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Withdrawal\",\n \"ATM\"\n ]\n },\n {\n \"category_id\": \"21013000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Transfer\",\n \"Save As You Go\"\n ]\n },\n {\n \"category_id\": \"22000000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\"\n ]\n },\n {\n \"category_id\": \"22001000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Travel\",\n \"Airlines and Aviation Services\"\n ]\n },\n {\n \"category_id\": \"22002000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Airports\"\n ]\n },\n {\n \"category_id\": \"22003000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Boat\"\n ]\n },\n {\n \"category_id\": \"22004000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Bus Stations\"\n ]\n },\n {\n \"category_id\": \"22005000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Car and Truck Rentals\"\n ]\n },\n {\n \"category_id\": \"22006000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Car Service\"\n ]\n },\n {\n \"category_id\": \"22006001\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Travel\",\n \"Car Service\",\n \"Ride Share\"\n ]\n },\n {\n \"category_id\": \"22007000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Charter Buses\"\n ]\n },\n {\n \"category_id\": \"22008000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Travel\",\n \"Cruises\"\n ]\n },\n {\n \"category_id\": \"22009000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Gas Stations\"\n ]\n },\n {\n \"category_id\": \"22010000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Heliports\"\n ]\n },\n {\n \"category_id\": \"22011000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Limos and Chauffeurs\"\n ]\n },\n {\n \"category_id\": \"22012000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Lodging\"\n ]\n },\n {\n \"category_id\": \"22012001\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Lodging\",\n \"Resorts\"\n ]\n },\n {\n \"category_id\": \"22012002\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Lodging\",\n \"Lodges and Vacation Rentals\"\n ]\n },\n {\n \"category_id\": \"22012003\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Lodging\",\n \"Hotels and Motels\"\n ]\n },\n {\n \"category_id\": \"22012004\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Lodging\",\n \"Hostels\"\n ]\n },\n {\n \"category_id\": \"22012005\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Lodging\",\n \"Cottages and Cabins\"\n ]\n },\n {\n \"category_id\": \"22012006\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Lodging\",\n \"Bed and Breakfasts\"\n ]\n },\n {\n \"category_id\": \"22013000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Parking\"\n ]\n },\n {\n \"category_id\": \"22014000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Public Transportation Services\"\n ]\n },\n {\n \"category_id\": \"22015000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Rail\"\n ]\n },\n {\n \"category_id\": \"22016000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Travel\",\n \"Taxi\"\n ]\n },\n {\n \"category_id\": \"22017000\",\n \"group\": \"special\",\n \"hierarchy\": [\n \"Travel\",\n \"Tolls and Fees\"\n ]\n },\n {\n \"category_id\": \"22018000\",\n \"group\": \"place\",\n \"hierarchy\": [\n \"Travel\",\n \"Transportation Centers\"\n ]\n }\n ],\n \"request_id\": \"bn8Uv\"\n}" } ] } ], "description": "Send a request to the `/categories/get` endpoint to get detailed information on categories returned by Plaid. This endpoint does not require authentication.", "protocolProfileBehavior": {} }, { "name": "Webhooks", "item": [ { "name": "Fire Webhook [Sandbox Only]", "request": { "method": "POST", "header": [ { "key": "Content-Type", "name": "Content-Type", "value": "application/json", "type": "text" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n\t\"access_token\": \"ENTER_ACCESS_TOKEN_HERE\",\n\t\"webhook_code\": \"DEFAULT_UPDATE\"\n}" }, "url": { "raw": "https://{{env_url}}/sandbox/item/fire_webhook", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "sandbox", "item", "fire_webhook" ] }, "description": "Fire sandbox webhook for item" }, "response": [] }, { "name": "Get Webhook Verification Key", "request": { "method": "POST", "header": [ { "key": "Content-Type", "name": "Content-Type", "type": "text", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n\t\"key_id\": \"ENTER_KEY_ID_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/webhook_verification_key/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "webhook_verification_key", "get" ] }, "description": "Get Webhook Verification Key" }, "response": [] } ], "protocolProfileBehavior": {} }, { "name": "Payment Initiation (UK only)", "item": [ { "name": "Create Payment Recipient", "protocolProfileBehavior": { "disabledSystemHeaders": { "content-type": true } }, "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"name\": \"Wonder Wallet\",\n \"iban\": \"GB29NWBK60161331926819\",\n \"address\": {\n \"street\": [\n \"96 Guild Street\",\n \"9th Floor\"\n ],\n \"city\": \"London\",\n \"postal_code\": \"SE14 8JW\",\n \"country\": \"GB\"\n }\n}" }, "url": { "raw": "https://{{env_url}}/payment_initiation/recipient/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "payment_initiation", "recipient", "create" ] }, "description": "In the sandbox environment, you can use the `/payment_initiation/recipient/create` endpoint to generate recipients. Programmatic recipient creation in the development and production environments can be done after approval by our compliance team.\n\nThe endpoint is idempotent: if a developer has already made a request with the same payment details, Plaid will return the same recipient_id. Recipients are scoped per environment." }, "response": [] }, { "name": "Create Payment", "protocolProfileBehavior": { "disabledSystemHeaders": { "content-type": true } }, "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"recipient_id\": \"ENTER_RECIPIENT_ID_HERE\",\n \"reference\": \"Test Funding\",\n \"amount\": {\n \"currency\": \"GBP\",\n \"value\": 100.00\n }\n}" }, "url": { "raw": "https://{{env_url}}/payment_initiation/payment/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "payment_initiation", "payment", "create" ] }, "description": "Create and configure a payment by specifying a `recipient_id`, `reference`, `amount`, and `currency` to create a Plaid payment resource. The Plaid API returns a `payment_id` to identify the created payment." }, "response": [] }, { "name": "Create Link Token - Payment Initiation", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n\t\"client_id\": \"{{client_id}}\",\n\t\"secret\": \"{{secret_key}}\",\n \"client_name\": \"Insert Client name here\",\n \"country_codes\": [\"GB\"],\n \"language\": \"en\",\n \"user\": {\n \"client_user_id\": \"unique_user_id\"\n },\n \"products\": [\"payment_initiation\"],\n \"payment_initiation\": {\n \"payment_id\": \"INSERT_PAYMENT_ID_HERE\"\n }\n}" }, "url": { "raw": "https://{{env_url}}/link/token/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "link", "token", "create" ] }, "description": "Creates a link token with options. The `payment_id` from `Create Payment` is passed with the creation of the link token. The link token can then be used to initialize Plaid Link." }, "response": [] }, { "name": "Create Payment Token", "protocolProfileBehavior": { "disabledSystemHeaders": { "content-type": true } }, "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"payment_id\": \"ENTER_PAYMENT_ID_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/payment_initiation/payment/token/create", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "payment_initiation", "payment", "token", "create" ] }, "description": "In order to actually initiate a Payment, you must use the `payment_id` returned from `payment_initiation/payment/create` and create a `payment_token`.\n\nThe `payment_token` will allow for at most one payment initiation. If this attempt fails, the end user aborts the flow, or the token expires, the developer will need to create a new payment token. Creating a new payment token does not require end user input." }, "response": [] }, { "name": "Get Payment", "protocolProfileBehavior": { "disabledSystemHeaders": { "content-type": true } }, "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"payment_id\": \"ENTER_PAYMENT_ID_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/payment_initiation/payment/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "payment_initiation", "payment", "get" ] }, "description": "The endpoint `payment_initiation/payment/get` takes a `payment_id` and returns all of the payment details for a previously created payment." }, "response": [] }, { "name": "List Payments", "protocolProfileBehavior": { "disabledSystemHeaders": { "content-type": true } }, "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"count\": 5\n}" }, "url": { "raw": "https://{{env_url}}/payment_initiation/payment/list", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "payment_initiation", "payment", "list" ] }, "description": "The endpoint `payment_initiation/payment/get` list payment details for all of your previously created payments.\n\nThis endpoint accepts `count` and `cursor` as optional parameters in order to support pagination. `count` limits how many payments are returned and can be set between 0 and 200. `cursor` should be a string in RFC 3339 format (i.e. `\"2019-12-06T22:35:49Z\"`). Only payments created before the `cursor` will be returned." }, "response": [] }, { "name": "Get Payment Recipient", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\",\n \"recipient_id\": \"ENTER_RECIPIENT_ID_HERE\"\n}" }, "url": { "raw": "https://{{env_url}}/payment_initiation/recipient/get", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "payment_initiation", "recipient", "get" ] }, "description": "The `/payment_initiation/recipient/get` endpoint allows you to retrieve all of the details for a recipient that you have created." }, "response": [] }, { "name": "List Payment Recipients", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"client_id\": \"{{client_id}}\",\n \"secret\": \"{{secret_key}}\"\n}" }, "url": { "raw": "https://{{env_url}}/payment_initiation/recipient/list", "protocol": "https", "host": [ "{{env_url}}" ], "path": [ "payment_initiation", "recipient", "list" ] }, "description": "The `/payment_initiation/recipient/list` endpoint allows you to retrieve details for all recipients that you have created." }, "response": [] } ], "description": "The UK Payment Initiation API enables payment transfers within your app. Plaid supports both domestic payments denominated in pound sterling (typically via the Faster Payments network, although this is up to the institution) and international payments denominated in euro (typically via SEPA Credit Transfer). Each time a client wants to receive a payment, the end user must authorize the payment in Link before the payment can be initiated.\n\n**Note:** The revised EU Directive on Payment Services (\"PSD2\") regulations require strong customer authentication (\"SCA\") for each payment order.", "protocolProfileBehavior": {} } ], "event": [ { "listen": "prerequest", "script": { "id": "faebc267-9360-4ab0-bc39-d2e555318ba1", "type": "text/javascript", "exec": [ "" ] } }, { "listen": "test", "script": { "id": "2f52ad07-879c-4585-989d-e1c06a422227", "type": "text/javascript", "exec": [ "" ] } } ], "variable": [ { "id": "dea9d5e1-4e1c-447e-91cf-b4b8e5ea7890", "key": "origin", "value": "https://sandbox.plaid.com (Sandbox)", "type": "string" } ], "protocolProfileBehavior": {} }