{ "opencollection": "1.0.0", "info": { "name": "MX Platform Accounts API", "version": "0.1.0" }, "request": { "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "items": [ { "info": { "name": "Accounts", "type": "folder" }, "items": [ { "info": { "name": "List accounts", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/accounts", "params": [ { "name": "member_is_managed_by_user", "value": "true", "type": "query", "description": "List only accounts whose member is managed by the user." }, { "name": "page", "value": "1", "type": "query", "description": "Specify current page." }, { "name": "is_manual", "value": "true", "type": "query", "description": "List only accounts that were manually created." }, { "name": "records_per_page", "value": "10", "type": "query", "description": "Specify records per page." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ] }, "docs": "This endpoint returns a list of all the accounts associated with the specified `user`." }, { "info": { "name": "Create manual account", "type": "http" }, "http": { "method": "POST", "url": "https://api.mx.com/users/:user_guid/accounts", "params": [ { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ], "body": { "type": "json", "data": "{}" } }, "docs": "This endpoint can only be used to create manual accounts. Creating a manual account will automatically create it under the Manual Institution member. Since a manual account has no credentials tied to the member, the account will never aggregate or include data from a data feed." }, { "info": { "name": "Read account", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/accounts/:account_guid", "params": [ { "name": "account_guid", "value": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1", "type": "path", "description": "The unique id for an `account`." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ] }, "docs": "This endpoint returns the specified `account` resource." }, { "info": { "name": "Delete manual account", "type": "http" }, "http": { "method": "DELETE", "url": "https://api.mx.com/users/:user_guid/accounts/:account_guid", "params": [ { "name": "account_guid", "value": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1", "type": "path", "description": "The unique id for an `account`." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ] }, "docs": "This endpoint deletes accounts that were manually created. The API will respond with an empty object and a status of `204 No Content`." }, { "info": { "name": "List account numbers by account", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/accounts/:account_guid/account_numbers", "params": [ { "name": "account_guid", "value": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1", "type": "path", "description": "The unique id for an `account`." }, { "name": "page", "value": "1", "type": "query", "description": "Specify current page." }, { "name": "records_per_page", "value": "10", "type": "query", "description": "Specify records per page." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ] }, "docs": "This endpoint returns a list of account numbers associated with the specified `account`." }, { "info": { "name": "List holdings by account", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/accounts/:account_guid/holdings", "params": [ { "name": "account_guid", "value": "ACT-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for the `account`." }, { "name": "from_date", "value": "2015-09-20", "type": "query", "description": "Filter holdings from this date." }, { "name": "page", "value": "1", "type": "query", "description": "Specify current page." }, { "name": "records_per_page", "value": "10", "type": "query", "description": "Specify records per page." }, { "name": "to_date", "value": "2019-10-20", "type": "query", "description": "Filter holdings to this date." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for the `user`." } ] }, "docs": "This endpoint returns all holdings associated with the specified `account`." }, { "info": { "name": "List insights by account", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/accounts/:account_guid/insights", "params": [ { "name": "account_guid", "value": "ACT-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for the `account`." }, { "name": "page", "value": "1", "type": "query", "description": "Specify current page." }, { "name": "records_per_page", "value": "10", "type": "query", "description": "Specify records per page." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for the `user`." } ] }, "docs": "Use this endpoint to list all insights associated with a specified account GUID." }, { "info": { "name": "List transactions by account", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/accounts/:account_guid/transactions", "params": [ { "name": "account_guid", "value": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1", "type": "path", "description": "The unique id for an `account`." }, { "name": "from_date", "value": "2015-09-20", "type": "query", "description": "Filter transactions from this date." }, { "name": "page", "value": "1", "type": "query", "description": "Specify current page." }, { "name": "records_per_page", "value": "10", "type": "query", "description": "Specify records per page." }, { "name": "to_date", "value": "2019-10-20", "type": "query", "description": "Filter transactions to this date." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ] }, "docs": "This endpoint returns a list of the last 90 days of transactions associated with the specified account." }, { "info": { "name": "Create manual transaction", "type": "http" }, "http": { "method": "POST", "url": "https://api.mx.com/users/:user_guid/accounts/:account_guid/transactions", "params": [ { "name": "user_guid", "value": "", "type": "path", "description": "The unique identifier for the user." }, { "name": "account_guid", "value": "", "type": "path", "description": "The unique identifier for the account." } ], "body": { "type": "json", "data": "{}" } }, "docs": "This endpoint can only be used to create manual transactions that are under a manual account. This endpoint accepts the optional MX-Skip-Webhook header and skip_webhook parameter." }, { "info": { "name": "List all accounts associated with an insight.", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/insights/:insight_guid/accounts", "params": [ { "name": "user_guid", "value": "USR-1234-abcd", "type": "path", "description": "The unique identifier for the user. Defined by MX." }, { "name": "insight_guid", "value": "BET-1234-abcd", "type": "path", "description": "The unique identifier for the insight. Defined by MX." }, { "name": "page", "value": "1", "type": "query", "description": "Specify current page." }, { "name": "records_per_page", "value": "10", "type": "query", "description": "Specify records per page." } ] }, "docs": "Use this endpoint to list all the accounts associated with the insight." }, { "info": { "name": "List managed accounts", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/managed_members/:member_guid/accounts", "params": [ { "name": "member_guid", "value": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for a `member`." }, { "name": "page", "value": "1", "type": "query", "description": "Specify current page." }, { "name": "records_per_page", "value": "10", "type": "query", "description": "Specify records per page." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ] }, "docs": "Use this endpoint to retrieve a list of all the partner-managed accounts associated with the given partner-manage member." }, { "info": { "name": "Create managed account", "type": "http" }, "http": { "method": "POST", "url": "https://api.mx.com/users/:user_guid/managed_members/:member_guid/accounts", "params": [ { "name": "member_guid", "value": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for a `member`." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ], "body": { "type": "json", "data": "{}" } }, "docs": "Use this endpoint to create a partner-managed account." }, { "info": { "name": "Read managed account", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/managed_members/:member_guid/accounts/:account_guid", "params": [ { "name": "account_guid", "value": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1", "type": "path", "description": "The unique id for an `account`." }, { "name": "member_guid", "value": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for a `member`." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ] }, "docs": "Use this endpoint to read the attributes of a partner-managed account according to its unique guid." }, { "info": { "name": "Update managed account", "type": "http" }, "http": { "method": "PUT", "url": "https://api.mx.com/users/:user_guid/managed_members/:member_guid/accounts/:account_guid", "params": [ { "name": "account_guid", "value": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1", "type": "path", "description": "The unique id for an `account`." }, { "name": "member_guid", "value": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for a `member`." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ], "body": { "type": "json", "data": "{}" } }, "docs": "Use this endpoint to update the attributes of a partner-managed account according to its unique GUID." }, { "info": { "name": "Delete managed account", "type": "http" }, "http": { "method": "DELETE", "url": "https://api.mx.com/users/:user_guid/managed_members/:member_guid/accounts/:account_guid", "params": [ { "name": "account_guid", "value": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1", "type": "path", "description": "The unique id for an `account`." }, { "name": "member_guid", "value": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for a `member`." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ] }, "docs": "Use this endpoint to delete a partner-managed account according to its unique GUID. If successful, the API will respond with a status of `204 No Content`." }, { "info": { "name": "List managed transactions", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/managed_members/:member_guid/accounts/:account_guid/transactions", "params": [ { "name": "account_guid", "value": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1", "type": "path", "description": "The unique id for an `account`." }, { "name": "member_guid", "value": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for a `member`." }, { "name": "page", "value": "1", "type": "query", "description": "Specify current page." }, { "name": "records_per_page", "value": "10", "type": "query", "description": "Specify records per page." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ] }, "docs": "This endpoint returns a list of all the partner-managed transactions associated with the specified `account`, scoped through a `user` and a `member`." }, { "info": { "name": "Create managed transaction", "type": "http" }, "http": { "method": "POST", "url": "https://api.mx.com/users/:user_guid/managed_members/:member_guid/accounts/:account_guid/transactions", "params": [ { "name": "account_guid", "value": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1", "type": "path", "description": "The unique id for an `account`." }, { "name": "member_guid", "value": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for a `member`." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ], "body": { "type": "json", "data": "{}" } }, "docs": "Use this endpoint to create a new partner-managed `transaction`." }, { "info": { "name": "Read managed transaction", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/managed_members/:member_guid/accounts/:account_guid/transactions/:transaction_guid", "params": [ { "name": "account_guid", "value": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1", "type": "path", "description": "The unique id for an `account`." }, { "name": "member_guid", "value": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for a `member`." }, { "name": "transaction_guid", "value": "TRN-810828b0-5210-4878-9bd3-f4ce514f90c4", "type": "path", "description": "The unique id for a `transaction`." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ] }, "docs": "Requests to this endpoint will return the attributes of the specified partner-managed `transaction`." }, { "info": { "name": "Update managed transaction", "type": "http" }, "http": { "method": "PUT", "url": "https://api.mx.com/users/:user_guid/managed_members/:member_guid/accounts/:account_guid/transactions/:transaction_guid", "params": [ { "name": "account_guid", "value": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1", "type": "path", "description": "The unique id for an `account`." }, { "name": "member_guid", "value": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for a `member`." }, { "name": "transaction_guid", "value": "TRN-810828b0-5210-4878-9bd3-f4ce514f90c4", "type": "path", "description": "The unique id for a `transaction`." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ], "body": { "type": "json", "data": "{}" } }, "docs": "Use this endpoint to update the attributes of the specified partner_managed `transaction`." }, { "info": { "name": "Delete managed transaction", "type": "http" }, "http": { "method": "DELETE", "url": "https://api.mx.com/users/:user_guid/managed_members/:member_guid/accounts/:account_guid/transactions/:transaction_guid", "params": [ { "name": "account_guid", "value": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1", "type": "path", "description": "The unique id for an `account`." }, { "name": "member_guid", "value": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for a `member`." }, { "name": "transaction_guid", "value": "TRN-810828b0-5210-4878-9bd3-f4ce514f90c4", "type": "path", "description": "The unique id for a `transaction`." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ] }, "docs": "Use this endpoint to delete the specified partner-managed `transaction`. The endpoint will respond with a status of `204 No Content` without a resource." }, { "info": { "name": "List accounts by member", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/members/:member_guid/accounts", "params": [ { "name": "member_is_managed_by_user", "value": "true", "type": "query", "description": "List only accounts whose member is managed by the user." }, { "name": "page", "value": "1", "type": "query", "description": "Specify current page." }, { "name": "records_per_page", "value": "10", "type": "query", "description": "Specify records per page." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." }, { "name": "member_guid", "value": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for a `member`." } ] }, "docs": "This endpoint returns a list of all the accounts associated with the specified `member`." }, { "info": { "name": "Read account by member", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/members/:member_guid/accounts/:account_guid", "params": [ { "name": "account_guid", "value": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1", "type": "path", "description": "The unique id for an `account`." }, { "name": "member_guid", "value": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for a `member`." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ] }, "docs": "This endpoint allows you to read the attributes of an `account` resource." }, { "info": { "name": "Update account by member", "type": "http" }, "http": { "method": "PUT", "url": "https://api.mx.com/users/:user_guid/members/:member_guid/accounts/:account_guid", "params": [ { "name": "account_guid", "value": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1", "type": "path", "description": "The unique id for an `account`." }, { "name": "member_guid", "value": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b", "type": "path", "description": "The unique id for a `member`." }, { "name": "user_guid", "value": "USR-fa7537f3-48aa-a683-a02a-b18940482f54", "type": "path", "description": "The unique id for a `user`." } ], "body": { "type": "json", "data": "{}" } }, "docs": "This endpoint allows you to update certain attributes of an `account` resource, including manual accounts. For manual accounts, you can update every field listed. For aggregated accounts, you can only update `is_business`, `is_hidden` and `metadata`." } ] } ], "bundled": true }