openapi: 3.2.0
info:
title: Atlar API (v2) Accounts API
description: Atlar API (v2)
version: '0.1'
contact:
email: support@atlar.com
license:
name: Apache 2.0
url: https://www.apache.org/licenses/LICENSE-2.0.txt
servers:
- url: https://api.atlar.com
tags:
- name: Accounts
description: Accounts are financial accounts held by your organization.
x-displayName: Accounts
paths:
/financial-data/v2/accounts:
get:
summary: List accounts
description: Returns a list of accounts. For further details on Pagination, see general section above.
tags:
- Accounts
parameters:
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/PaginationToken'
- description: Include only accounts with a given status.
in: query
name: status
schema:
type: array
items:
$ref: '#/components/schemas/AccountStatus'
responses:
'200':
description: List of accounts.
content:
application/json:
schema:
allOf:
- $ref: '#/components/schemas/ListResponse'
- properties:
items:
items:
$ref: '#/components/schemas/Account'
type: array
type: object
'400':
$ref: '#/components/responses/BadRequest'
security:
- basicAuth:
- accounts:read
operationId: getFinancialDataV2Accounts
x-operation-id-source: derived
/financial-data/v2/accounts/{id}:
get:
summary: Get account
description: Retrieve a specific account.
tags:
- Accounts
parameters:
- $ref: '#/components/parameters/ResourceID'
description: Account ID
responses:
'200':
description: An account.
content:
application/json:
schema:
$ref: '#/components/schemas/Account'
'404':
$ref: '#/components/responses/NotFound'
security:
- basicAuth:
- accounts:read
operationId: getFinancialDataV2AccountsById
x-operation-id-source: derived
patch:
summary: Update account
description: Update an account.
tags:
- Accounts
parameters:
- $ref: '#/components/parameters/ResourceID'
- $ref: '#/components/parameters/IfMatchETag'
requestBody:
content:
application/json-patch+json:
schema:
$ref: '#/components/schemas/AccountJSONPatchRequest'
examples:
assignAlias:
summary: Assign an alias
value:
- op: replace
path: /alias
value: My Account
addMetadataKey:
summary: Add metadata key & value
value:
- op: replace
path: /metadata/my_metadata_key
value: 2a9a79b9-601c-449b-aa05-432f41dbbc4a
responses:
'200':
description: The updated account.
content:
application/json:
schema:
$ref: '#/components/schemas/Account'
'400':
$ref: '#/components/responses/BadRequest'
security:
- basicAuth:
- accounts:update
operationId: patchFinancialDataV2AccountsById
x-operation-id-source: derived
/financial-data/v2/accounts/{id}/balances:
get:
summary: List balances
description: Returns a list of account balances. For further details on Pagination, see general section above.
tags:
- Accounts
parameters:
- description: Include only balances associated with the account identified by `id`. If value `-` is specified, balances across all accounts will be queried.
in: path
name: id
required: true
schema:
type: string
examples:
id:
value: 31d593d7-fff9-4783-aa1d-92acb7b21a19
summary: By account identifier.
hyphen:
value: '-'
summary: All accounts.
- description: Include only balances of specified balance type (`BOOKED` or `AVAILABLE`).
in: query
name: type
schema:
$ref: '#/components/schemas/BalanceType'
- description: Include only the most recent balance.
in: query
name: mostRecent
schema:
type: boolean
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/PaginationToken'
responses:
'200':
description: List of balances.
content:
application/json:
schema:
allOf:
- $ref: '#/components/schemas/ListResponse'
- properties:
items:
items:
$ref: '#/components/schemas/Balance'
type: array
type: object
'400':
$ref: '#/components/responses/BadRequest'
security:
- basicAuth:
- accounts:read
- account_balances:read
operationId: getFinancialDataV2AccountsByIdBalances
x-operation-id-source: derived
/financial-data/v2beta/accounts/{id}/end-of-day-summaries:
get:
summary: List end-of-day summaries
description: 'Returns a list of end-of-day reporting summaries, on a per
booked date basis, for the account identified by `id`.
Note that these summaries are only available based on
end-of-day reporting, e.g. `camt.053`, `MT940` or equivalent
end-of-day reporting bank statements.
Absence of a summary entry for a given account and date means
Atlar has not (yet) processed booked transactions based on
end-of-day reporting.
The primary use case for these summaries is to provide a means
to determine when it is safe to assume all transactions for a
given booked date can be listed using the API endpoint GET
https://api.atlar.com/financial-data/v2/transactions.'
tags:
- Accounts
parameters:
- description: 'Include only summaries for the account identified by `id`. If value `-` is specified, summaries across all accounts will be included.
'
in: path
name: id
required: true
schema:
type: string
examples:
id:
value: 31d593d7-fff9-4783-aa1d-92acb7b21a19
summary: Specific account.
hyphen:
value: '-'
summary: All accounts.
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/PaginationToken'
- description: 'Include only summaries with property `date` matching the given value.
'
in: query
name: date
schema:
type: string
format: date
example: '2022-01-15'
responses:
'200':
description: List of summaries.
content:
application/json:
schema:
allOf:
- $ref: '#/components/schemas/ListResponse'
- properties:
items:
items:
$ref: '#/components/schemas/AccountReportingSummary'
type: array
type: object
'404':
$ref: '#/components/responses/NotFound'
security:
- basicAuth:
- accounts:read
- transactions:read
operationId: getFinancialDataV2betaAccountsByIdEndOfDaySummaries
x-operation-id-source: derived
components:
responses:
BadRequest:
description: Bad request.
content:
application/json:
schema:
$ref: '#/components/schemas/ErrorResponse'
example:
status: 400
message: There is some problem with the data you submitted.
NotFound:
description: Resource not found.
content:
application/json:
schema:
$ref: '#/components/schemas/ErrorResponse'
example:
status: 404
message: Resource not found.
schemas:
RoutingIdentifierType:
type: string
enum:
- BIC
- AT_BLZ
- AU_BSB
- BD_BRN
- BR_BRANCH
- BR_COMPE
- BR_ISP
- CA_CPA
- CH_BCC
- CH_SIC
- CL_SBIF
- CN_APS
- CZ_NBC
- DE_BLZ
- ES_NCC
- GB_DSC
- GR_BIC
- HK_NCC
- IE_NCC
- IL_NCC
- IN_FSC
- IT_NCC
- JP_ZGN
- KR_BOK
- KR_KFTC
- MX_ABM
- MY_NCC
- NZ_NCC
- PH_BRSTN
- PL_KNR
- PT_NCC
- RU_CBC
- SE_SBA
- SG_IBG
- TH_CBC
- TW_NCC
- US_ABA
- US_PID
- VN_CITAD
- ZA_NCC
description: A routing identifier of type `BIC` must be provided to support cross-border/SWIFT payments.
example: BIC
Instrument:
type: object
description: The payment instrument used to initiate the payment. For example Citi has a proprietary payment instrument called WorldLink, which can be used to initiate payments.
oneOf:
- $ref: '#/components/schemas/CitiWorldlinkInstrument'
- $ref: '#/components/schemas/USACHInstrument'
discriminator:
propertyName: type
mapping:
CITI_WORLDLINK: '#/components/schemas/CitiWorldlinkInstrument'
US_ACH: '#/components/schemas/USACHInstrument'
Amount:
type: object
properties:
currency:
$ref: '#/components/schemas/CurrencyCode'
stringValue:
description: 'A string representation of the amount value. This will be
a decimal number if the currency has decimals. The number
is not formatted for display purposes (e.g. with locale
specific thousand separator) and always contains the dot
`.` character as decimal separator.'
example: '15.02'
type: string
value:
description: 'The amount value as an integer (int64) represented in
currency minor units (e.g. 15.02 EUR is represented as the
value 1502).'
example: 1502
type: integer
format: int64
required:
- currency
- stringValue
- value
AccountJSONPatchRemovePaymentOptionsInitiatorId:
description: Remove the InitiatorId from payment options.
type: object
properties:
op:
type: string
enum:
- remove
path:
type: string
enum:
- /paymentOptions/initiatorId
additionalProperties: false
required:
- op
- path
AccountJSONPatchAddPaymentOptionsInstrument:
description: Add an instrument to payment options.
type: object
properties:
op:
type: string
enum:
- add
path:
type: string
enum:
- /paymentOptions/instruments/-
value:
$ref: '#/components/schemas/Instrument'
additionalProperties: false
required:
- op
- path
- value
BalanceType:
type: string
enum:
- BOOKED
- BOOKED_ADJUSTED
- AVAILABLE
examples:
- BOOKED
- BOOKED_ADJUSTED
- AVAILABLE
USACHInstrument:
type: object
properties:
type:
$ref: '#/components/schemas/InstrumentType'
usAchCompanyId:
type: string
description: The US ACH Company ID assigned to the account to initiate US ACH payments.
example: '1234567890'
usAchCompanyName:
type: string
description: 'Optional US ACH Company Name override. When set, it is used as the debtor name (Dbtr/Nm)
on outgoing US ACH payments from this account instead of the account holder''s legal name.
Only used for US ACH payments.
'
example: ACME PAYROLL
usAchImmediateOrigin:
type: string
description: 'Optional US ACH Immediate Origin. When set, it populates the Immediate Origin field of the
NACHA file header instead of the US ACH Company ID. Some banks assign an Immediate Origin
that is distinct from the Company ID. Only used for US ACH payments.
'
example: '1234567890'
required:
- type
- usAchCompanyId
AccountJSONPatchReplacePaymentOptionsInstrument:
description: Replace an instrument in payment options.
type: object
properties:
op:
type: string
enum:
- replace
path:
type: string
pattern: ^/paymentOptions/instruments/[0-9]$
value:
$ref: '#/components/schemas/Instrument'
additionalProperties: false
required:
- op
- path
- value
CitiWorldlinkInstrument:
type: object
properties:
type:
$ref: '#/components/schemas/InstrumentType'
citiWorldlinkId:
type: string
description: The WorldLink ID assigned to the account to initiate payments.
example: '123456789'
required:
- type
- citiWorldlinkId
AccountJSONPatchReplaceType:
description: Set account type.
type: object
properties:
op:
type: string
enum:
- replace
path:
type: string
enum:
- /type
value:
$ref: '#/components/schemas/BankAccountType'
additionalProperties: false
required:
- op
- path
- value
UpdatedTimestamp:
type: string
format: date-time
description: Time at which the resource was last updated.
example: '2022-05-04T18:47:32.213842599Z'
readOnly: true
ETag:
type: string
description: '[ETag](https://en.wikipedia.org/wiki/HTTP_ETag) based on the
resource version. This can be passed along in `If-Match` HTTP
header when updating a resource to perform a conditional
update.'
pattern: ^version:\d{1,4}$
example: version:3
readOnly: true
externalDocs:
url: https://en.wikipedia.org/wiki/HTTP_ETag
ListResponse:
type: object
properties:
items:
description: A list of resources.
nextToken:
description: 'Pagination token for next page.
The value will be a non-empty string if there are more resources to be fetched.
The value will be an empty string if there are no more resources to be fetched.'
type: string
example: eyIxIjogIlRoaXMgaXMgYSBkdW1teSBwYWdpbmF0aW9uIHRva2VuLiJ9
token:
description: 'The pagination token that was used for this request.
The value will be an empty string if no `token` query parameter was provided with the request.'
type: string
example: eyIwIjogIlRoaXMgaXMgYSBkdW1teSBwYWdpbmF0aW9uIHRva2VuLiJ9
limit:
description: The page limit that was used for this request.
example: 100
type: integer
required:
- items
- nextToken
- token
- limit
ResourceID:
type: string
description: Unique resource identifier.
minLength: 32
maxLength: 64
examples:
- 2ed9a3ee-60aa-4f9f-a858-2eed4eefbbc8
InstrumentType:
type: string
description: The type of the payment instrument.
enum:
- US_ACH
- CITI_WORLDLINK
example: CITI_WORLDLINK
SummaryTransactionsControlData:
description: 'Control data for all the transactions for the `date` which this summary spans.
Transactions control data is only included in the response if the requesting principal have authorization scopes `transactions:read`.
'
type: object
properties:
total:
description: Total count and sum of absolute amounts of all transactions.
$ref: '#/components/schemas/ControlData'
net:
description: Total count and net amount of all transactions.
$ref: '#/components/schemas/ControlData'
required:
- total
- net
examples:
- total:
count: 3
sum:
currency: EUR
value: 1234
stringValue: '12.34'
net:
count: 3
sum:
currency: EUR
value: -567
stringValue: '-5.67'
MarketCode:
type: string
description: Two-letter ISO 3166-1 alpha2 country code.
example: DE
minLength: 2
maxLength: 2
pattern: ^[A-Z]{2,2}$
Date:
type: string
format: date
description: '`full-date` notation as defined by [RFC 3339, section 5.6](https://datatracker.ietf.org/doc/html/rfc3339#section-5.6), for example, `2017-07-21`.'
example: '2022-05-07'
AccountReportingSummary:
type: object
description: 'A summary of account reporting data for a specific reporting period, e.g. a booked date.
'
properties:
id:
$ref: '#/components/schemas/ResourceID'
readOnly: true
organizationId:
$ref: '#/components/schemas/OrganizationID'
readOnly: true
accountId:
$ref: '#/components/schemas/ResourceID'
readOnly: true
type:
type: string
enum:
- BOOKED
readOnly: true
date:
description: Booked date.
$ref: '#/components/schemas/Date'
example: '2025-05-01'
readOnly: true
transactionsControlData:
allOf:
- $ref: '#/components/schemas/SummaryTransactionsControlData'
readOnly: true
version:
$ref: '#/components/schemas/ResourceVersion'
readOnly: true
etag:
x-atlar-fields-enum-skip: true
$ref: '#/components/schemas/ETag'
readOnly: true
required:
- id
- organizationId
- accountId
- type
- date
- version
- etag
Balance:
type: object
properties:
id:
$ref: '#/components/schemas/ResourceID'
accountId:
$ref: '#/components/schemas/ResourceID'
description: Account ID.
organizationId:
$ref: '#/components/schemas/OrganizationID'
type:
$ref: '#/components/schemas/BalanceType'
readOnly: true
reportedType:
$ref: '#/components/schemas/BalanceReportedType'
readOnly: true
amount:
$ref: '#/components/schemas/Amount'
readOnly: true
localDate:
description: Local date in the timezone associated with the account/bank.
$ref: '#/components/schemas/Date'
readOnly: true
timestamp:
description: Timestamp of when the balance entry was recorded on the account. This timestamp is reported in UTC and thus the date component of this timestamp may be different than `localDate`.
example: '2023-04-25T15:01:13.738861011Z'
type: string
format: date-time
readOnly: true
created:
description: Timestamp of when the balance entry was created in Atlar. This is distinct from `timestamp`, which reflects when the balance was recorded on the account by the bank. For example, an end-of-day balance may have a `timestamp` of 23:59 but be `created` the following day when the bank statement was delivered to Atlar.
$ref: '#/components/schemas/CreatedTimestamp'
readOnly: true
version:
$ref: '#/components/schemas/ResourceVersion'
readOnly: true
required:
- id
- accountId
- organizationId
- type
- reportedType
- amount
- localDate
- timestamp
- created
- version
examples:
- id: 6eeb63bb-99cc-44e2-9558-202572bfe403
accountId: 31d593d7-fff9-4783-aa1d-92acb7b21a19
organizationId: 52dce1f7-7a38-4875-9058-f586a82d43e9
type: BOOKED
reportedType: CLOSE
amount:
currency: EUR
value: 12345
stringValue: '123.45'
timestamp: '2022-05-04T18:31:12.889104898Z'
created: '2022-05-05T02:00:00.000000000Z'
localDate: '2022-05-04'
version: 1
RoutingIdentifier:
type: object
properties:
type:
$ref: '#/components/schemas/RoutingIdentifierType'
number:
type: string
description: The form of the routing number depends on `type`. E.g. for `BIC` the value should be an 8 or 11 character BIC/SWIFT code. For `GB_DSC` (UK domestic routing) the value should be a six digit sort code.
minLength: 1
maxLength: 255
invalid:
type: boolean
description: Will be `true` if the routing identifier is invalid according to Atlar validation rules.
readOnly: true
constraints:
$ref: '#/components/schemas/RoutingConstraints'
required:
- type
- number
examples:
- type: BIC
number: BUKBGB22
- type: US_ABA
number: '123456789'
- type: DE_BLZ
number: '12345678'
- type: SE_SBA
number: '9960'
- type: BIC
number: '123'
invalid: true
RoutingConstraints:
description: Constraints on a `RoutingIdentifier`.
type: object
properties:
accountNumberType:
$ref: '#/components/schemas/AccountIdentifierType'
x-go-type-skip-optional-pointer: true
scheme:
type: string
AccountIdentifierType:
type: string
enum:
- IBAN
- NUMBER
- ADYEN
- AU_BPAY_BILLER_CODE
- DK_FIK
- INVESTMENT_NUMBER
- NATIONAL_ID_NUMBER
- PAYPAL
- PROPRIETARY
- SE_BANKGIRO
- SE_PLUSGIRO
- SOLDO
- WALLET_ADYEN_BALANCE_PLATFORM
- WALLET_AIRWALLEX
- WALLET_AIRWALLEX_NUMBER
- WALLET_CURRENCYCLOUD
- WALLET_FLASH_PAYMENTS
- WALLET_FREEMARKET
- WALLET_HYPERWALLET
- WALLET_INPAY
- WALLET_LEAD
- WALLET_MERCURY
- WALLET_MONEYCORP
- WALLET_PAYHAWK
- WALLET_REVOLUT
- WALLET_SKRILL
- WALLET_STRIPE
- WALLET_SWISSQUOTE
- WALLET_UNIT
description: 'Account Identifier type. Choose among:
IBAN — IBAN
NUMBER — Account number
ADYEN — Adyen identifier
AU_BPAY_BILLER_CODE — Australian BPAY Biller Code
DK_FIK — FIK creditor number
INVESTMENT_NUMBER — Investment number
NATIONAL_ID_NUMBER — National Identification Number
PAYPAL — PayPal wallet identifier
PROPRIETARY — Proprietary identifier
SE_BANKGIRO — Bankgiro number
SE_PLUSGIRO — Plusgiro number
SOLDO — Soldo entity identifier
WALLET_ADYEN_BALANCE_PLATFORM — Adyen balance platform wallet identifier
WALLET_AIRWALLEX — Airwallex wallet identifier
WALLET_AIRWALLEX_NUMBER — Airwallex account number
WALLET_CURRENCYCLOUD — Currencycloud wallet identifier
WALLET_FLASH_PAYMENTS — Flash Payments wallet identifier
WALLET_FREEMARKET — Freemarket wallet identifier
WALLET_HYPERWALLET — Hyperwallet wallet identifier
WALLET_INPAY — Inpay account identifier
WALLET_LEAD — Lead wallet identifier
WALLET_MERCURY — Mercury wallet identifier
WALLET_MONEYCORP — Moneycorp wallet identifier
WALLET_PAYHAWK — Payhawk wallet identifier
WALLET_REVOLUT — Revolut wallet identifier
WALLET_SKRILL — Skrill wallet identifier
WALLET_STRIPE — Stripe wallet identifier
WALLET_SWISSQUOTE — Swissquote wallet identifier
WALLET_UNIT — Unit wallet identifier
For further information please refer to Account Identifiers'
example: IBAN
PaymentOptions:
type: object
properties:
instruments:
type: array
x-omitempty: true
items:
$ref: '#/components/schemas/Instrument'
initiatorId:
type: string
disabled:
type: boolean
description: When true, initiating credit transfers from this account is blocked.
readOnly: true
AccountJSONPatchRemoveAlias:
description: Remove alias.
type: object
properties:
op:
type: string
enum:
- remove
path:
type: string
enum:
- /alias
additionalProperties: false
required:
- op
- path
BalanceReportedType:
type: string
enum:
- OPEN
- CLOSE
- INTERIM
examples:
- OPEN
- CLOSE
AccountJSONPatchReplacePaymentOptionsInitiatorId:
description: Set the InitiatorId for payment options.
type: object
properties:
op:
type: string
enum:
- replace
path:
type: string
enum:
- /paymentOptions/initiatorId
value:
type: string
minLength: 1
maxLength: 255
additionalProperties: false
required:
- op
- path
- value
ErrorDetails:
type: object
description: Error detail.
properties:
code:
description: An error code for this error. Not always present.
example: invalid_value
type: string
error:
description: A description of this specific error.
example: Must be one of [direct_debits mandates payments]
type: string
field:
description: The field which has an error. This only set if the error has to do with a specific field, such as for validation errors. Nested fields are concatenated with `.`, as well as indexed fields in lists.
example: filter.0.resource
type: string
CreatedTimestamp:
type: string
format: date-time
description: Time at which the resource was created.
example: '2022-05-04T18:31:12.889104898Z'
readOnly: true
AccountStatus:
description: Operational status of the account with the holding financial institution.
type: string
enum:
- OPEN
- CLOSED
examples:
- OPEN
- CLOSED
AccountJSONPatchReplaceAlias:
description: Set alias.
type: object
properties:
op:
type: string
enum:
- replace
path:
type: string
enum:
- /alias
value:
type: string
minLength: 1
maxLength: 255
additionalProperties: false
required:
- op
- path
- value
ResourceVersion:
type: integer
description: 'Resource version. Starts at value `1` when the resource is
created and increases by one for each successive update.'
example: 1
minimum: 1
readOnly: true
AccountJSONPatchReplaceMetadataKey:
description: Set or replace the value of a specific metadata key.
type: object
properties:
op:
type: string
enum:
- replace
path:
type: string
minLength: 11
maxLength: 74
pattern: ^/metadata/[A-Za-z0-9_\.\+\-]{1,64}$
value:
type: string
minLength: 1
maxLength: 512
additionalProperties: false
required:
- op
- path
- value
AccountJSONPatchRemoveMetadataKey:
description: Remove a specific metadata key.
type: object
properties:
op:
type: string
enum:
- remove
path:
type: string
minLength: 11
maxLength: 74
pattern: ^/metadata/[A-Za-z0-9_\.\+\-]{1,64}$
additionalProperties: false
required:
- op
- path
Account:
type: object
properties:
id:
$ref: '#/components/schemas/ResourceID'
readOnly: true
example: ac1963d7-fff9-4783-aa1d-92acb7b21a19
organizationId:
$ref: '#/components/schemas/OrganizationID'
readOnly: true
example: 0160f6ab-5741-49e1-af46-9138927e547e
thirdPartyId:
description: ID of the associated third-party, e.g. the bank in which the account is held.
example: 0a951c88-3313-472a-b312-ca2e47769670
type: string
readOnly: true
affiliationId:
description: ID of the affiliation. An affiliation is and describes the relationship between the legal entity (`entityId`) owning this account and the third-party (`thirdPartyId`) where the account is held (e.g. a bank).
type: string
readOnly: true
example: b9a931ce-9606-495d-95b0-8da8251c008a
entityId:
description: ID of the associated legal Entity.
example: b130e3d7-f67c-4a10-b359-25ad88c4999b
type: string
readOnly: true
market:
$ref: '#/components/schemas/MarketCode'
readOnly: true
currency:
$ref: '#/components/schemas/CurrencyCode'
readOnly: true
name:
description: Name of the account automatically populated by Atlar.
type: string
maxLength: 255
readOnly: true
examples:
- My Business Account
- GB33BUKB20201555555555
alias:
description: An additional name, an alias, for the account.
example: My Business Account
type: string
maxLength: 255
x-omitempty: true
readOnly: true
identifiers:
type: array
items:
$ref: '#/components/schemas/AccountIdentifier'
minItems: 1
uniqueItems: true
readOnly: true
routing:
type: array
items:
$ref: '#/components/schemas/RoutingIdentifier'
uniqueItems: true
maxItems: 5
readOnly: true
type:
$ref: '#/components/schemas/BankAccountType'
status:
$ref: '#/components/schemas/AccountStatus'
fictive:
type: boolean
description: Indicates whether the account is a fictive/test account. This will be `true` for accounts associated with the Atlar _Testbank_.
readOnly: true
examples:
- false
externalId:
$ref: '#/components/schemas/ExternalID'
readOnly: true
metadata:
$ref: '#/components/schemas/Metadata'
readOnly: true
paymentOptions:
$ref: '#/components/schemas/PaymentOptions'
readOnly: true
version:
$ref: '#/components/schemas/ResourceVersion'
etag:
$ref: '#/components/schemas/ETag'
created:
$ref: '#/components/schemas/CreatedTimestamp'
updated:
$ref: '#/components/schemas/UpdatedTimestamp'
closed:
type: string
format: date-time
description: 'Time at which the account was closed. Only present if account `status` is `CLOSED`.
'
readOnly: true
provisionState:
$ref: '#/components/schemas/ProvisionState'
description: 'New accounts start in `UNPROVISIONED` state, awaiting a decision to provision or ignore them.
While unprovisioned, data ingestion (balances, transactions, etc.) is paused.
Accounts transitioned to `IGNORED` are hidden and no data is ingested.
Accounts transitioned to `PROVISIONED` appear normally and data ingestion begins.
'
required:
- id
- organizationId
- entityId
- thirdPartyId
- affiliationId
- market
- currency
- identifiers
- routing
- name
- status
- fictive
- created
- updated
- version
- etag
- provisionState
ProvisionState:
type: string
enum:
- UNPROVISIONED
- IGNORED
- PROVISIONED
AccountJSONPatchRemovePaymentOptionsInstrument:
description: Remove an instrument from payment options.
type: object
properties:
op:
type: string
enum:
- remove
path:
type: string
pattern: ^/paymentOptions/instruments/[0-9]$
additionalProperties: false
required:
- op
- path
CurrencyCode:
type: string
description: Three-letter ISO 4217 currency code.
example: EUR
minLength: 3
maxLength: 3
pattern: ^[A-Z]{3,3}$
ErrorResponse:
type: object
description: Error response.
properties:
status:
description: The HTTP status code.
example: 400
type: integer
readOnly: true
message:
description: A top-level message describing the error(s).
example: There is some problem with the data you submitted.
type: string
readOnly: true
details:
description: A list of details for each error that occurred.
items:
$ref: '#/components/schemas/ErrorDetails'
type: array
readOnly: true
x-omitempty: true
OrganizationID:
type: string
description: Unique resource identifier for an Organization.
examples:
- 0160f6ab-5741-49e1-af46-9138927e547e
Metadata:
type:
- object
- 'null'
additionalProperties:
type: string
description: 'Metadata is a `string-string` key-value container that
can be used to store information known at the time of resource
creation. This can be retrieved later on, for instance when a
payment or expected transaction is reconciled with the booked
transaction on the bank statement.
Metadata can have at most 20 entries. Keys may have a
maximum length of 64 chars and values a maximum length of 512
chars.
By default, this field is optional. It is possible to make it
required in the Atlar Dashboard by visiting the [Metadata keys
page](https://app.atlar.com/metadata-keys). Requirement rules
can be specified per API resource. Both the Dashboard and the
API will then enforce these rules and give validation errors
when the required fields are not set.'
maxProperties: 20
example:
my_metadata_key: 2a9a79b9-601c-449b-aa05-432f41dbbc4a
x-omitempty: true
BankAccountType:
type: string
enum:
- WALLET
- SAVINGS
- CHECKING
- INVESTMENT
AccountJSONPatchReplaceStatus:
description: Set account status.
type: object
properties:
op:
type: string
enum:
- replace
path:
type: string
enum:
- /status
value:
$ref: '#/components/schemas/AccountStatus'
additionalProperties: false
required:
- op
- path
- value
AccountJSONPatchReplaceEntity:
description: Change the holder entity of this Account.
type: object
properties:
op:
type: string
enum:
- replace
path:
type: string
enum:
- /entityId
value:
type: string
minLength: 32
maxLength: 64
additionalProperties: false
required:
- op
- path
- value
ExternalID:
type: string
pattern: ^[a-zA-Z0-9._\-+=]{1,64}$
description: External ID is optional to use, but if used, the Atlar platform will persist it, index it, as well as require it to be unique across all resources. It is possible to retrieve a resource using the external ID using the prefix `external:`.
example: walVNuin6X5Mvte4xhg1ibTAVSACfN4Q9hl
x-omitempty: true
AccountIdentifier:
type: object
properties:
type:
$ref: '#/components/schemas/AccountIdentifierType'
market:
$ref: '#/components/schemas/MarketCode'
description: 'The market of the `AccountIdentifier` specifies in which market-context the identifier should be treated.
A `NUMBER` from Sweden does not look and does not validate in the same way as a `NUMBER` from GB. The market
code is, in most cases, the same as where the account itself is domiciled, but not necessarily. An examples
of this discrepancy is Jersey which may have domiciled accounts with market `JE`, but the account identifier
would be an `IBAN` with country code `GB`.'
number:
type: string
description: The unformatted identifier itself. For type `NUMBER` the structure of the account number is country-specific.
minLength: 1
maxLength: 255
invalid:
type: boolean
description: Will be `true` if the account identifier is invalid according to Atlar account identifier validation rules.
readOnly: true
required:
- type
- market
- number
examples:
- type: IBAN
market: DE
number: DE75512108001245126199
- type: NUMBER
market: GB
number: '12345678'
- type: NUMBER
market: SE
number: '6114517182351'
- type: IBAN
market: DE
number: '123'
invalid: true
AccountJSONPatchRequest:
description: JSON Patch Request
externalDocs:
url: https://jsonpatch.com/
type: array
items:
oneOf:
- $ref: '#/components/schemas/AccountJSONPatchReplaceAlias'
- $ref: '#/components/schemas/AccountJSONPatchRemoveAlias'
- $ref: '#/components/schemas/AccountJSONPatchReplaceEntity'
- $ref: '#/components/schemas/AccountJSONPatchReplaceMetadataKey'
- $ref: '#/components/schemas/AccountJSONPatchRemoveMetadataKey'
- $ref: '#/components/schemas/AccountJSONPatchAddPaymentOptionsInstrument'
- $ref: '#/components/schemas/AccountJSONPatchReplacePaymentOptionsInstrument'
- $ref: '#/components/schemas/AccountJSONPatchRemovePaymentOptionsInstrument'
- $ref: '#/components/schemas/AccountJSONPatchReplacePaymentOptionsInitiatorId'
- $ref: '#/components/schemas/AccountJSONPatchRemovePaymentOptionsInitiatorId'
- $ref: '#/components/schemas/AccountJSONPatchReplaceStatus'
- $ref: '#/components/schemas/AccountJSONPatchReplaceType'
ControlData:
type: object
properties:
sum:
$ref: '#/components/schemas/Amount'
count:
type: integer
format: int64
required:
- sum
- count
parameters:
PaginationToken:
in: query
name: token
description: If a query response contains a non-empty `nextToken`, use that value as `token` query parameter to continue pagination.
schema:
type: string
ResourceID:
in: path
name: id
description: Atlar resource ID.
schema:
type: string
pattern: ^[a-zA-Z0-9\-]{1,256}$
required: true
IfMatchETag:
in: header
name: If-Match
description: ETag (version) of resource to be updated.
schema:
type: string
pattern: ^version:\d{1,4}$
examples:
versionNumberETag:
value: version:1
QueryLimit:
in: query
name: limit
description: Limit the number of items in resulting query response.
schema:
type: integer
default: 100
minimum: 1
maximum: 500
securitySchemes:
basicAuth:
type: http
scheme: basic
x-tagGroups:
- name: Atlar Accounting API
tags:
- Documents
- GL Entities
- GL Accounts
- name: Atlar Analytics API
tags:
- Forecasted Transactions
- name: Atlar Connectivity API
tags:
- Connections
- name: Atlar Payments API
tags:
- Credit Transfers
- Direct Debits
- External Accounts
- Counterparties
- Mandates
- Events (webhooks)
- Regulatory Reporting
- name: Atlar Financial Data API
tags:
- Accounts
- Transactions
- Pending Transactions
- Entities
- Investments
- name: Atlar IAM API
tags:
- OAuth
- Audit logs
- name: Atlar Platform API
tags:
- Webhooks
x-provenance:
method: searched
source: https://docs.atlar.com/reference
harvested: '2026-10-14'
tool: harvest-readme-openapi.py
note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
assembled_from:
- https://docs.atlar.com/reference/delete_accounting-v2beta-documents-id.md
- https://docs.atlar.com/reference/delete_analytics-v2beta-forecasted-transactions-id.md
- https://docs.atlar.com/reference/delete_financial-data-v2-entities-id-1.md
- https://docs.atlar.com/reference/delete_payments-v2-counterparties-id-1.md
- https://docs.atlar.com/reference/delete_payments-v2-external-accounts-id-1.md
- https://docs.atlar.com/reference/delete_platform-v2beta-webhooks-id-keys-kid.md
- https://docs.atlar.com/reference/delete_platform-v2beta-webhooks-id.md
- https://docs.atlar.com/reference/get_accounting-v2beta-documents-batch.md
- https://docs.atlar.com/reference/get_accounting-v2beta-documents-id.md
- https://docs.atlar.com/reference/get_accounting-v2beta-documents.md
- https://docs.atlar.com/reference/get_accounting-v2beta-gl-accounts-id.md
- https://docs.atlar.com/reference/get_accounting-v2beta-gl-accounts.md
- https://docs.atlar.com/reference/get_accounting-v2beta-gl-entities-id.md
- https://docs.atlar.com/reference/get_accounting-v2beta-gl-entities.md
- https://docs.atlar.com/reference/get_analytics-v2beta-forecasted-transactions-id-events.md
- https://docs.atlar.com/reference/get_analytics-v2beta-forecasted-transactions-id.md
- https://docs.atlar.com/reference/get_analytics-v2beta-forecasted-transactions.md
- https://docs.atlar.com/reference/get_connectivity-v2beta-connections-1.md
- https://docs.atlar.com/reference/get_connectivity-v2beta-connections-cid-reports-1.md
- https://docs.atlar.com/reference/get_connectivity-v2beta-connections-cid-reports-id-bank-statements-1.md
- https://docs.atlar.com/reference/get_connectivity-v2beta-connections-cid-reports-id-content-1.md
- https://docs.atlar.com/reference/get_connectivity-v2beta-connections-cid-reports-rid-bank-statements-id-content-1.md
- https://docs.atlar.com/reference/get_financial-data-v2-accounts-1.md
- https://docs.atlar.com/reference/get_financial-data-v2-accounts-id-1.md
- https://docs.atlar.com/reference/get_financial-data-v2-accounts-id-balances-1.md
- https://docs.atlar.com/reference/get_financial-data-v2-entities-1.md
- https://docs.atlar.com/reference/get_financial-data-v2-entities-id-1.md
- https://docs.atlar.com/reference/get_financial-data-v2-pending-transactions-1.md
- https://docs.atlar.com/reference/get_financial-data-v2-pending-transactions-id-1.md
- https://docs.atlar.com/reference/get_financial-data-v2-pending-transactions-id-events-1.md
- https://docs.atlar.com/reference/get_financial-data-v2-transactions-1.md
- https://docs.atlar.com/reference/get_financial-data-v2-transactions-id-1.md
- https://docs.atlar.com/reference/get_financial-data-v2-transactions-id-events.md
- https://docs.atlar.com/reference/get_financial-data-v2beta-accounts-id-end-of-day-summaries.md
- https://docs.atlar.com/reference/get_financial-data-v2beta-internal-transfers-id.md
- https://docs.atlar.com/reference/get_financial-data-v2beta-internal-transfers.md
- https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios-id-holdings.md
- https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios-id.md
- https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios-pid-holdings-hid-activities-id.md
- https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios-pid-holdings-hid-activities.md
- https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios-pid-holdings-hid-positions-id.md
- https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios-pid-holdings-hid-positions.md
- https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios-pid-holdings-id.md
- https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios.md
- https://docs.atlar.com/reference/get_iam-v2beta-audit-log-entries.md
- https://docs.atlar.com/reference/get_payments-v2-counterparties-1.md
- https://docs.atlar.com/reference/get_payments-v2-counterparties-id-1.md
- https://docs.atlar.com/reference/get_payments-v2-counterparties-id-events-1.md
- https://docs.atlar.com/reference/get_payments-v2-credit-transfers-1.md
- https://docs.atlar.com/reference/get_payments-v2-credit-transfers-id-1.md
- https://docs.atlar.com/reference/get_payments-v2-credit-transfers-id-events-1.md
- https://docs.atlar.com/reference/get_payments-v2-direct-debits-1.md
- https://docs.atlar.com/reference/get_payments-v2-direct-debits-id-1.md
- https://docs.atlar.com/reference/get_payments-v2-direct-debits-id-events-1.md
- https://docs.atlar.com/reference/get_payments-v2-external-accounts-1.md
- https://docs.atlar.com/reference/get_payments-v2-external-accounts-id-1.md
- https://docs.atlar.com/reference/get_payments-v2-mandates-1.md
- https://docs.atlar.com/reference/get_payments-v2-mandates-id-1.md
- https://docs.atlar.com/reference/get_payments-v2-mandates-id-events-1.md
- https://docs.atlar.com/reference/get_payments-v2-regulatory-reporting-codes.md
- https://docs.atlar.com/reference/get_payments-v2beta-credit-transfer-batches-1.md
- https://docs.atlar.com/reference/get_payments-v2beta-credit-transfer-batches-id-1.md
- https://docs.atlar.com/reference/get_payments-v2beta-credit-transfer-batches-id-results-1.md
- https://docs.atlar.com/reference/get_payments-v2beta-direct-debit-batches-id-results.md
- https://docs.atlar.com/reference/get_payments-v2beta-direct-debit-batches-id.md
- https://docs.atlar.com/reference/get_payments-v2beta-direct-debit-batches.md
- https://docs.atlar.com/reference/get_platform-v2beta-webhooks-id-keys.md
- https://docs.atlar.com/reference/get_platform-v2beta-webhooks-id.md
- https://docs.atlar.com/reference/get_platform-v2beta-webhooks.md
- https://docs.atlar.com/reference/patch_accounting-v2beta-documents-id.md
- https://docs.atlar.com/reference/patch_accounting-v2beta-gl-accounts-id.md
- https://docs.atlar.com/reference/patch_accounting-v2beta-gl-entities-id.md
- https://docs.atlar.com/reference/patch_analytics-v2beta-forecasted-transactions-id.md
- https://docs.atlar.com/reference/patch_financial-data-v2-accounts-id-1.md
- https://docs.atlar.com/reference/patch_financial-data-v2-entities-id-1.md
- https://docs.atlar.com/reference/patch_financial-data-v2-transactions-id-1.md
- https://docs.atlar.com/reference/patch_financial-data-v2beta-pending-transactions-id.md
- https://docs.atlar.com/reference/patch_payments-v2-counterparties-id-1.md
- https://docs.atlar.com/reference/patch_payments-v2-credit-transfers-id-1.md
- https://docs.atlar.com/reference/patch_payments-v2-external-accounts-id-1.md
- https://docs.atlar.com/reference/patch_platform-v2beta-webhooks-id.md
- https://docs.atlar.com/reference/post_accounting-v2beta-documents.md
- https://docs.atlar.com/reference/post_accounting-v2beta-gl-accounts.md
- https://docs.atlar.com/reference/post_accounting-v2beta-gl-entities.md
- https://docs.atlar.com/reference/post_analytics-v2beta-forecasted-transactions.md
- https://docs.atlar.com/reference/post_connectivity-v2beta-connections-cid-reports.md
- https://docs.atlar.com/reference/post_financial-data-v2-entities-1.md
- https://docs.atlar.com/reference/post_iam-v2-oauth2-token.md
- https://docs.atlar.com/reference/post_payments-v2-counterparties-1.md
- https://docs.atlar.com/reference/post_payments-v2-credit-transfers-1.md
- https://docs.atlar.com/reference/post_payments-v2-credit-transfers-id-approve-1.md
- https://docs.atlar.com/reference/post_payments-v2-credit-transfers-id-reject-1.md
- https://docs.atlar.com/reference/post_payments-v2-direct-debits-1.md
- https://docs.atlar.com/reference/post_payments-v2-direct-debits-id-approve-1.md
- https://docs.atlar.com/reference/post_payments-v2-direct-debits-id-reject-1.md
- https://docs.atlar.com/reference/post_payments-v2-external-accounts-1.md
- https://docs.atlar.com/reference/post_payments-v2-mandates-1.md
- https://docs.atlar.com/reference/post_payments-v2-mandates-id-cancel-1.md
- https://docs.atlar.com/reference/post_payments-v2beta-credit-transfer-batches-1.md
- https://docs.atlar.com/reference/post_payments-v2beta-credit-transfer-batches-id-approve.md
- https://docs.atlar.com/reference/post_payments-v2beta-credit-transfer-batches-id-reject.md
- https://docs.atlar.com/reference/post_payments-v2beta-direct-debit-batches-id-approve.md
- https://docs.atlar.com/reference/post_payments-v2beta-direct-debit-batches-id-reject.md
- https://docs.atlar.com/reference/post_payments-v2beta-direct-debit-batches.md
- https://docs.atlar.com/reference/post_platform-v2beta-webhooks-id-keys.md
- https://docs.atlar.com/reference/post_platform-v2beta-webhooks.md
merge:
pages: 106
deduped: 3049
conflicts_kept_first: 0