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MoneyKit Legacy Docs

Introduction

Learn how to integrate MoneyKit into your application.

MoneyKit Integration Guide

Developing with MoneyKit

Account Types

Transaction Categories

When a link's `state` field is `error`, the `error_code` field will have one of these values.

Link Errors

Overview

/link/token/create

/item/public_token/exchange

/auth/get

/accounts/get

/accounts/balance/get

/transactions/sync

/transactions/get

/transactions/refresh

/item/get

/item/remove

/identity/get

/institutions/get_by_id

MoneyKit Docs 2.0

Connect iOS SDK

Plaid Compatibility Layer

Create a new short-lived access token by validating your `client_id` and `client_secret`. The `access_token` is to be forwarded with all subsequent requests as `Authorization: Bearer {access_token}` HTTP header. When the token expires you must regenerate your `access_token`. The `client_id` and `client_secret` can be supplied as POST body parameters, or as a HTTP basic auth header.

Create Access Token

Get details about the client and application associated with your `access_token`.

Get Access Token Details

The JSON Web Key Set (JWKS) is a set of keys containing the public keys used to verify webhook JSON Web Tokens (JWT) issued by MoneyKit webhooks.

Get JSON Web Key Set

This endpoint is to be called by your back end, to establish a new link session for creating a link to your end user's institution.

Create Link Session

After the end user has successfully completed the linking process, your back end     calls this endpoint to exchange the token received by your front end for a `link_id` that can be used to access     the link's data.

Exchange Token

Get Link Details

Deletes this link and disables its access token.  After deletion, the link id and access token are no longer valid and cannot be used to access any data that was associated with it.

Delete Link

Update Link

Force a “relink required” state on a link (Test only)

Force Reset

Get User Links

Fetches a list of institutions, optionally filtered by name. Results are paginated.

List Institutions

Fetches details about a single institution.

Get Institution

Returns a list of open, permissioned accounts associated with a [link](/links/get-link-details).

Get All Accounts

Fetches a single account associated with a [link](/links/get-link-details).

Get Link Acccount

Returns a list of open, permissioned accounts associated with a link, including full account and routing numbers for appropriate accounts (such as checking and savings accounts).

Get Account Numbers

Fetches all accounts belonging to a user.

Get User Accounts

Returns holdings for the investment accounts associated with a [link](/links/get-link-details).

Get Holdings

Returns investment transactions for the accounts associated with a [link](/links/get-link-details).

Get Investment Transactions

Returns transactions for the accounts associated with a link.

Get Link Transactions

Provides a paginated feed of transactions, grouped into `created`, `updated`, and `removed` lists.

Transactions Sync

Fetches transactions for a user. This endpoint fetches all transactions for a user across all of their links.  You can use it to retrieve transactions from any or all accounts at once, regardless of which institution they belong to.

Get User Transactions

Returns account owner information from the institution, including names, emails, phone numbers, and addresses, for all permissioned accounts associated with a [link](/links/get-link-details).

Get Started

API

Reference

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