{ "opencollection": "1.0.0", "info": { "name": "MX Platform Transactions API", "version": "0.1.0" }, "request": { "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "items": [ { "info": { "name": "Transactions", "type": "folder" }, "items": [ { "info": { "name": "Enhance transactions", "type": "http" }, "http": { "method": "POST", "url": "https://api.mx.com/transactions/enhance", "body": { "type": "json", "data": "{}" } }, "docs": "Use this endpoint to categorize, cleanse, and classify transactions. These transactions are not persisted or stored on the MX platform." }, { "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 transactions associated with an insight.", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/insights/:insight_guid/transactions", "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 transactions associated with the insight." }, { "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 transactions by member", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/members/:member_guid/transactions", "params": [ { "name": "from_date", "value": "2015-09-20", "type": "query", "description": "Filter transactions from this date." }, { "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": "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": "Requests to this endpoint return a list of transactions associated with the specified `member`, accross all accounts associated with that `member`." }, { "info": { "name": "List transactions by tag", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/tags/:tag_guid/transactions", "params": [ { "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": "tag_guid", "value": "TAG-aef36e72-6294-4c38-844d-e573e80aed52", "type": "path", "description": "The unique id for a `tag`." }, { "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": "Use this endpoint to get a list of all transactions associated with a particular tag according to the tags unique GUID. In other words, a list of all transactions that have been assigned to a particular tag using the create a tagging endpoint." }, { "info": { "name": "List transactions", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/transactions", "params": [ { "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": "Requests to this endpoint return a list of transactions associated with the specified `user`, accross all members and accounts associated with that `user`." }, { "info": { "name": "Read transaction", "type": "http" }, "http": { "method": "GET", "url": "https://api.mx.com/users/:user_guid/transactions/:transaction_guid", "params": [ { "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 `transaction`." }, { "info": { "name": "Update transaction", "type": "http" }, "http": { "method": "PUT", "url": "https://api.mx.com/users/:user_guid/transactions/:transaction_guid", "params": [ { "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 `description` of a specific transaction according to its unique GUID." }, { "info": { "name": "Create split transactions", "type": "http" }, "http": { "method": "POST", "url": "https://api.mx.com/users/:user_guid/transactions/:transaction_guid/split", "params": [ { "name": "user_guid", "value": "", "type": "path", "description": "The unique identifier for the user. Defined by MX." }, { "name": "transaction_guid", "value": "", "type": "path", "description": "The unique identifier for the transaction. Defined by MX." } ], "body": { "type": "json", "data": "{}" } }, "docs": "This endpoint creates two or more child transactions that are branched from a previous transaction. This endpoint allows you to link multiple categories, descriptions, and amounts to a parent transaction. When a split transaction is created, the parent transaction's `has_been_split` field will automatically be updated to true and the child transactions' `parent_guid` will have the transaction guid of the parent. The total amount of the child transactions must equal the amount of the parent tran" }, { "info": { "name": "Delete split transactions", "type": "http" }, "http": { "method": "DELETE", "url": "https://api.mx.com/users/:user_guid/transactions/:transaction_guid/split", "params": [ { "name": "transaction_guid", "value": "TRN-810828b0-5210-4878-9bd3-f4ce514f90c4", "type": "path", "description": "The unique id for a `transaction`." }, { "name": "user_guid", "value": "USR-85628b0-5210-4878-9bd3-f4ce154f90c4", "type": "path", "description": "The unique id for a `user`." } ] }, "docs": "This endpoint deletes all split transactions linked to a parent transaction, but it leaves the parent transaction active. This request will also update the parent transaction's has_been_split field to false. This endpoint accepts the optional MX-Skip-Webhook header." } ] } ], "bundled": true }