Profile GraphQL API
The Profile GraphQL API is the primary way to interact with a specific Profile's data. If you're new to GraphQL, please see our overview guide to get started.
API Endpoints
https://api.quiltt.io/v1/graphql
Headers
Authorization: Bearer <SESSION_TOKEN>
Content-Type: application/json
Authorization
To access the Profile GraphQL API, include a Session token in the HTTP Authorization
header as a Bearer token. To learn how to obtain a Session token, see the Authentication guide.
Authorization: Bearer <SESSION_TOKEN>
For server-side calls, you can also use Basic Auth by passing a Base64-encoded combination of the Profile ID and API Key secret. See the Authentication guide for more details.
Authorization: Basic <Base64-encoded profileId:API_KEY_SECRET>
Introspection
Many popular GraphQL libraries make use of GraphQL's powerful introspection system to dynamically generate typings, access documentation and more. See the the official GraphQL documentation to learn more.
The introspection system is available out of the box for all authenticated requests. If you need to access introspection outside the context of a particular Profile - say during a build task - you can provide your API Key secret as a Bearer token:
Authorization: Bearer <API_KEY_SECRET>
Queries
account
Description
Look up an Account by its ID.
Example
Query
query account($id: ID!) {
account(id: $id) {
balance {
...BalanceFragment
}
connection {
...ConnectionFragment
}
currencyCode
id
institution {
...InstitutionFragment
}
mask
metadata
name
provider
remoteData {
...AccountRemoteDataFragment
}
state
transactedFirstOn
transactedLastOn
transactions {
...TransactionConnectionFragment
}
type
verified
}
}
Variables
{"id": 4}
Response
{
"data": {
"account": {
"balance": Balance,
"connection": Connection,
"currencyCode": "USD",
"id": "acct_12Hz9Dz7vEAuljYvhmPcvM9",
"institution": Institution,
"mask": 1234,
"metadata": {"accountNickname": "My favorite checking account"},
"name": "Super fancy checking",
"provider": "AKOYA",
"remoteData": AccountRemoteData,
"state": "CLOSED",
"transactedFirstOn": "2022-01-01",
"transactedLastOn": "2024-01-10",
"transactions": TransactionConnection,
"type": "CHECKING",
"verified": false
}
}
}
accounts
Description
Get a list of Accounts.
You can apply filters, search and sort to refine the list.
Response
Returns [Account!]
Arguments
Name | Description |
---|---|
filter - AccountFilter | |
search - SearchQuery | |
sort - AccountSort |
Example
Query
query accounts(
$filter: AccountFilter,
$search: SearchQuery,
$sort: AccountSort
) {
accounts(
filter: $filter,
search: $search,
sort: $sort
) {
balance {
...BalanceFragment
}
connection {
...ConnectionFragment
}
currencyCode
id
institution {
...InstitutionFragment
}
mask
metadata
name
provider
remoteData {
...AccountRemoteDataFragment
}
state
transactedFirstOn
transactedLastOn
transactions {
...TransactionConnectionFragment
}
type
verified
}
}
Variables
{
"filter": AccountFilter,
"search": SearchQuery,
"sort": "LAST_TRANSACTED_ON_ASC"
}
Response
{
"data": {
"accounts": [
{
"balance": Balance,
"connection": Connection,
"currencyCode": "USD",
"id": "acct_12Hz9Dz7vEAuljYvhmPcvM9",
"institution": Institution,
"mask": 1234,
"metadata": {"accountNickname": "My favorite checking account"},
"name": "Super fancy checking",
"provider": "AKOYA",
"remoteData": AccountRemoteData,
"state": "CLOSED",
"transactedFirstOn": "2022-01-01",
"transactedLastOn": "2024-01-10",
"transactions": TransactionConnection,
"type": "CHECKING",
"verified": true
}
]
}
}
connection
Description
Look up a Connection by its ID.
Response
Returns a Connection
Arguments
Name | Description |
---|---|
id - ID! | The ID of the Connection. |
Example
Query
query connection($id: ID!) {
connection(id: $id) {
accounts {
...AccountFragment
}
externallyManaged
features
id
institution {
...InstitutionFragment
}
metadata
provider
remoteData {
...ConnectionRemoteDataFragment
}
status
}
}
Variables
{"id": "4"}
Response
{
"data": {
"connection": {
"accounts": [Account],
"externallyManaged": true,
"features": ["ACCOUNT_NUMBERS"],
"id": "conn_14TJiFDKRJlPiBHuukUIlXZ",
"institution": Institution,
"metadata": {"hiddenFromUI": true},
"provider": "AKOYA",
"remoteData": ConnectionRemoteData,
"status": "DISCONNECTED"
}
}
}
connections
Description
Get a list of Connections.
You can apply filters to refine the list.
Response
Returns [Connection!]
Arguments
Name | Description |
---|---|
filter - ConnectionFilter |
Example
Query
query connections($filter: ConnectionFilter) {
connections(filter: $filter) {
accounts {
...AccountFragment
}
externallyManaged
features
id
institution {
...InstitutionFragment
}
metadata
provider
remoteData {
...ConnectionRemoteDataFragment
}
status
}
}
Variables
{"filter": ConnectionFilter}
Response
{
"data": {
"connections": [
{
"accounts": [Account],
"externallyManaged": false,
"features": ["ACCOUNT_NUMBERS"],
"id": "conn_14TJiFDKRJlPiBHuukUIlXZ",
"institution": Institution,
"metadata": {"hiddenFromUI": true},
"provider": "AKOYA",
"remoteData": ConnectionRemoteData,
"status": "DISCONNECTED"
}
]
}
}
profile
Description
Access information about the authenticated Profile.
Response
Returns a Profile!
Example
Query
query profile {
profile {
address {
...ProfileAddressFragment
}
dateOfBirth
email
id
metadata
name
names {
...ProfileNameFragment
}
phone
remoteData {
...ProfileRemoteDataFragment
}
uuid
}
}
Response
{
"data": {
"profile": {
"address": ProfileAddress,
"dateOfBirth": "2007-12-03",
"email": "xyz789",
"id": "p_1hyoxpVVFib1HngGwKAzIr",
"metadata": {
"firebaseId": "4Wz7x0QkPdNNzgRgjZ4iIzMKjXo2",
"avatar": "https://www.gravatar.com/avatar/5658ffccee7f0ebfda2b226238b1eb6e",
"favoriteColor": "Purple"
},
"name": "abc123",
"names": ProfileName,
"phone": "abc123",
"remoteData": ProfileRemoteData,
"uuid": "174ec567-2492-4498-a706-504a79437235"
}
}
}
transaction
Description
Look up a Transaction by its ID.
Response
Returns a Transaction
Arguments
Name | Description |
---|---|
id - ID! | The ID of the Transaction. |
Example
Query
query transaction($id: ID!) {
transaction(id: $id) {
account {
...AccountFragment
}
amount
currencyCode
date
description
entryType
id
logo {
...ImageFragment
}
metadata
provider
remoteData {
...TransactionRemoteDataFragment
}
status
}
}
Variables
{"id": 4}
Response
{
"data": {
"transaction": {
"account": Account,
"amount": 987.65,
"currencyCode": "AED",
"date": "2007-12-03",
"description": "xyz789",
"entryType": "CREDIT",
"id": "txn_11VgTOO9DR1vbAZxb6zBLdb",
"logo": Image,
"metadata": {"userDefinedName": "My favorite transaction"},
"provider": "AKOYA",
"remoteData": TransactionRemoteData,
"status": "PENDING"
}
}
}
transactions
Description
Get a paginated list of up to 100 Transactions.
You can apply filters, search and sort to refine the list.
Response
Returns a TransactionConnection!
Arguments
Name | Description |
---|---|
after - String | Returns the elements in the list that come after the specified cursor. |
before - String | Returns the elements in the list that come before the specified cursor. |
filter - TransactionFilter | |
first - Int | Returns the first n elements from the list. |
last - Int | Returns the last n elements from the list. |
search - SearchQuery | |
sort - TransactionSort | Default = DATE_DESC |
Example
Query
query transactions(
$after: String,
$before: String,
$filter: TransactionFilter,
$first: Int,
$last: Int,
$search: SearchQuery,
$sort: TransactionSort
) {
transactions(
after: $after,
before: $before,
filter: $filter,
first: $first,
last: $last,
search: $search,
sort: $sort
) {
count
edges {
...TransactionEdgeFragment
}
nodes {
...TransactionFragment
}
pageInfo {
...PageInfoFragment
}
}
}
Variables
{
"after": "abc123",
"before": "abc123",
"filter": TransactionFilter,
"first": 987,
"last": 987,
"search": SearchQuery,
"sort": "DATE_DESC"
}
Response
{
"data": {
"transactions": {
"count": 123,
"edges": [TransactionEdge],
"nodes": [Transaction],
"pageInfo": PageInfo
}
}
}
Mutations
accountUpdate
Description
Update an Account's metadata.
Response
Returns an AccountUpdatePayload
Arguments
Name | Description |
---|---|
input - AccountUpdateInput! | Parameters for AccountUpdate |
Example
Query
mutation accountUpdate($input: AccountUpdateInput!) {
accountUpdate(input: $input) {
clientMutationId
errors {
...ErrorFragment
}
record {
...AccountFragment
}
success
}
}
Variables
{"input": AccountUpdateInput}
Response
{
"data": {
"accountUpdate": {
"clientMutationId": "abc123",
"errors": [Error],
"record": Account,
"success": false
}
}
}
connectionDisconnect
Description
Disconnect a Connection.
Response
Returns a ConnectionDisconnectPayload
Arguments
Name | Description |
---|---|
input - ConnectionDisconnectInput! | Parameters for ConnectionDisconnect |
Example
Query
mutation connectionDisconnect($input: ConnectionDisconnectInput!) {
connectionDisconnect(input: $input) {
clientMutationId
errors {
...ErrorFragment
}
record {
...ConnectionFragment
}
success
}
}
Variables
{"input": ConnectionDisconnectInput}
Response
{
"data": {
"connectionDisconnect": {
"clientMutationId": "abc123",
"errors": [Error],
"record": Connection,
"success": true
}
}
}
connectionPlaidImport
Description
Import an existing Plaid Item as a Connection in Quiltt.
Response
Returns a ConnectionPlaidImportPayload
Arguments
Name | Description |
---|---|
input - ConnectionPlaidImportInput! | Parameters for ConnectionPlaidImport |
Example
Query
mutation connectionPlaidImport($input: ConnectionPlaidImportInput!) {
connectionPlaidImport(input: $input) {
clientMutationId
errors {
...PlaidMutationErrorFragment
}
record {
...ConnectionFragment
}
success
}
}
Variables
{"input": ConnectionPlaidImportInput}
Response
{
"data": {
"connectionPlaidImport": {
"clientMutationId": "xyz789",
"errors": [PlaidMutationError],
"record": Connection,
"success": true
}
}
}
connectionSimulateError
Description
Put an active Connection into a repairable error state. This allows you to simulate repairing Connection errors by passing the Connection ID to the Quiltt Connector.
Note that this mutation is not available in DEVELOPMENT
or PRODUCTION
environments.
Response
Returns a ConnectionSimulateErrorPayload
Arguments
Name | Description |
---|---|
input - ConnectionSimulateErrorInput! | Parameters for ConnectionSimulateError |
Example
Query
mutation connectionSimulateError($input: ConnectionSimulateErrorInput!) {
connectionSimulateError(input: $input) {
clientMutationId
errors {
...ErrorFragment
}
record {
...ConnectionFragment
}
success
}
}
Variables
{"input": ConnectionSimulateErrorInput}
Response
{
"data": {
"connectionSimulateError": {
"clientMutationId": "xyz789",
"errors": [Error],
"record": Connection,
"success": true
}
}
}
connectionUpdate
Description
Update a Connection's metadata.
Response
Returns a ConnectionUpdatePayload
Arguments
Name | Description |
---|---|
input - ConnectionUpdateInput! | Parameters for ConnectionUpdate |
Example
Query
mutation connectionUpdate($input: ConnectionUpdateInput!) {
connectionUpdate(input: $input) {
clientMutationId
errors {
...ErrorFragment
}
record {
...ConnectionFragment
}
success
}
}
Variables
{"input": ConnectionUpdateInput}
Response
{
"data": {
"connectionUpdate": {
"clientMutationId": "xyz789",
"errors": [Error],
"record": Connection,
"success": false
}
}
}
connectorAkoyaClose
Description
Create or update a Akoya-sourced Connection from a successful Akoya Connector submission.
Response
Returns a ConnectorAkoyaClosePayload
Arguments
Name | Description |
---|---|
input - ConnectorAkoyaCloseInput! | Parameters for ConnectorAkoyaClose |
Example
Query
mutation connectorAkoyaClose($input: ConnectorAkoyaCloseInput!) {
connectorAkoyaClose(input: $input) {
clientMutationId
errors {
...ErrorFragment
}
record {
...ConnectionFragment
}
success
}
}
Variables
{"input": ConnectorAkoyaCloseInput}
Response
{
"data": {
"connectorAkoyaClose": {
"clientMutationId": "abc123",
"errors": [Error],
"record": Connection,
"success": false
}
}
}
connectorAkoyaInitialize
Description
Generate a Akoya Connector token.
Response
Returns a ConnectorAkoyaInitializePayload
Arguments
Name | Description |
---|---|
input - ConnectorAkoyaInitializeInput! | Parameters for ConnectorAkoyaInitialize |
Example
Query
mutation connectorAkoyaInitialize($input: ConnectorAkoyaInitializeInput!) {
connectorAkoyaInitialize(input: $input) {
clientMutationId
errors {
...ErrorFragment
}
record {
...AkoyaConnectorSessionFragment
}
success
}
}
Variables
{"input": ConnectorAkoyaInitializeInput}
Response
{
"data": {
"connectorAkoyaInitialize": {
"clientMutationId": "abc123",
"errors": [Error],
"record": AkoyaConnectorSession,
"success": true
}
}
}
connectorMockClose
Description
Create or update a Mock-sourced Connection from a successful Mock Connector submission.
Response
Returns a ConnectorMockClosePayload
Arguments
Name | Description |
---|---|
input - ConnectorMockCloseInput! | Parameters for ConnectorMockClose |
Example
Query
mutation connectorMockClose($input: ConnectorMockCloseInput!) {
connectorMockClose(input: $input) {
clientMutationId
errors {
...ErrorFragment
}
record {
...ConnectionFragment
}
success
}
}
Variables
{"input": ConnectorMockCloseInput}
Response
{
"data": {
"connectorMockClose": {
"clientMutationId": "abc123",
"errors": [Error],
"record": Connection,
"success": true
}
}
}
connectorMockInitialize
Description
Generate a Mock Connector token.
Response
Returns a ConnectorMockInitializePayload
Arguments
Name | Description |
---|---|
input - ConnectorMockInitializeInput! | Parameters for ConnectorMockInitialize |
Example
Query
mutation connectorMockInitialize($input: ConnectorMockInitializeInput!) {
connectorMockInitialize(input: $input) {
clientMutationId
errors {
...ErrorFragment
}
record {
...MockConnectorSessionFragment
}
success
}
}
Variables
{"input": ConnectorMockInitializeInput}
Response
{
"data": {
"connectorMockInitialize": {
"clientMutationId": "xyz789",
"errors": [Error],
"record": MockConnectorSession,
"success": true
}
}
}
connectorMxClose
Description
Create or update an MX-sourced Connection from a successful MX Connect submission.
Response
Returns a ConnectorMxClosePayload
Arguments
Name | Description |
---|---|
input - ConnectorMxCloseInput! | Parameters for ConnectorMxClose |
Example
Query
mutation connectorMxClose($input: ConnectorMxCloseInput!) {
connectorMxClose(input: $input) {
clientMutationId
errors {
...MxMutationErrorFragment
}
record {
...ConnectionFragment
}
success
}
}
Variables
{"input": ConnectorMxCloseInput}
Response
{
"data": {
"connectorMxClose": {
"clientMutationId": "xyz789",
"errors": [MxMutationError],
"record": Connection,
"success": false
}
}
}
connectorMxInitialize
Description
Generate a widget URL to initialize MX Connect.
Response
Returns a ConnectorMxInitializePayload
Arguments
Name | Description |
---|---|
input - ConnectorMxInitializeInput! | Parameters for ConnectorMxInitialize |
Example
Query
mutation connectorMxInitialize($input: ConnectorMxInitializeInput!) {
connectorMxInitialize(input: $input) {
clientMutationId
errors {
...MxMutationErrorFragment
}
record {
...MxConnectorSessionFragment
}
success
}
}
Variables
{"input": ConnectorMxInitializeInput}
Response
{
"data": {
"connectorMxInitialize": {
"clientMutationId": "abc123",
"errors": [MxMutationError],
"record": MxConnectorSession,
"success": true
}
}
}
connectorPlaidClose
Description
Create or update a Plaid-sourced Connection from a successful Plaid Link submission.
Response
Returns a ConnectorPlaidClosePayload
Arguments
Name | Description |
---|---|
input - ConnectorPlaidCloseInput! | Parameters for ConnectorPlaidClose |
Example
Query
mutation connectorPlaidClose($input: ConnectorPlaidCloseInput!) {
connectorPlaidClose(input: $input) {
clientMutationId
errors {
...PlaidMutationErrorFragment
}
record {
...ConnectionFragment
}
success
}
}
Variables
{"input": ConnectorPlaidCloseInput}
Response
{
"data": {
"connectorPlaidClose": {
"clientMutationId": "xyz789",
"errors": [PlaidMutationError],
"record": Connection,
"success": false
}
}
}
connectorPlaidInitialize
Description
Generate a Plaid Link token to initialize Plaid Link.
Response
Returns a ConnectorPlaidInitializePayload
Arguments
Name | Description |
---|---|
input - ConnectorPlaidInitializeInput! | Parameters for ConnectorPlaidInitialize |
Example
Query
mutation connectorPlaidInitialize($input: ConnectorPlaidInitializeInput!) {
connectorPlaidInitialize(input: $input) {
clientMutationId
errors {
...PlaidMutationErrorFragment
}
record {
...PlaidConnectorSessionFragment
}
success
}
}
Variables
{"input": ConnectorPlaidInitializeInput}
Response
{
"data": {
"connectorPlaidInitialize": {
"clientMutationId": "xyz789",
"errors": [PlaidMutationError],
"record": PlaidConnectorSession,
"success": true
}
}
}
connectorUpgrade
Description
Attempt to upgrade a Connection.
Response
Returns a ConnectorUpgradePayload
Arguments
Name | Description |
---|---|
input - ConnectorUpgradeInput! | Parameters for ConnectorUpgrade |
Example
Query
mutation connectorUpgrade($input: ConnectorUpgradeInput!) {
connectorUpgrade(input: $input) {
clientMutationId
errors {
...ErrorFragment
}
record {
...ConnectorUpgradeFragment
}
success
}
}
Variables
{"input": ConnectorUpgradeInput}
Response
{
"data": {
"connectorUpgrade": {
"clientMutationId": "abc123",
"errors": [Error],
"record": ConnectorUpgrade,
"success": true
}
}
}
profileUpdate
Description
Update Profile information.
Response
Returns a ProfileUpdatePayload
Arguments
Name | Description |
---|---|
input - ProfileUpdateInput! | Parameters for ProfileUpdate |
Example
Query
mutation profileUpdate($input: ProfileUpdateInput!) {
profileUpdate(input: $input) {
clientMutationId
errors {
...ErrorFragment
}
record {
...ProfileFragment
}
success
}
}
Variables
{"input": ProfileUpdateInput}
Response
{
"data": {
"profileUpdate": {
"clientMutationId": "abc123",
"errors": [Error],
"record": Profile,
"success": false
}
}
}
transactionUpdate
Description
Update a transaction's metadata.
Response
Returns a TransactionUpdatePayload
Arguments
Name | Description |
---|---|
input - TransactionUpdateInput! | Parameters for TransactionUpdate |
Example
Query
mutation transactionUpdate($input: TransactionUpdateInput!) {
transactionUpdate(input: $input) {
clientMutationId
errors {
...ErrorFragment
}
record {
...TransactionFragment
}
success
}
}
Variables
{"input": TransactionUpdateInput}
Response
{
"data": {
"transactionUpdate": {
"clientMutationId": "xyz789",
"errors": [Error],
"record": Transaction,
"success": false
}
}
}
Subscriptions
accountVerified
Description
An Account was verified for money movement.
Response
Returns an AccountVerifiedPayload!
Arguments
Name | Description |
---|---|
accountId - ID | The ID of the Account. |
Example
Query
subscription accountVerified($accountId: ID) {
accountVerified(accountId: $accountId) {
account {
...AccountFragment
}
}
}
Variables
{"accountId": "4"}
Response
{"data": {"accountVerified": {"account": Account}}}
connectionCreated
Description
A Connection was created.
Response
Returns a ConnectionCreatedPayload!
Example
Query
subscription connectionCreated {
connectionCreated {
connection {
...ConnectionFragment
}
}
}
Response
{
"data": {
"connectionCreated": {"connection": Connection}
}
}
connectionUpdated
Description
A Connection was updated.
Response
Returns a ConnectionUpdatedPayload!
Arguments
Name | Description |
---|---|
connectionId - ID | The ID of the Connection. |
Example
Query
subscription connectionUpdated($connectionId: ID) {
connectionUpdated(connectionId: $connectionId) {
connection {
...ConnectionFragment
}
}
}
Variables
{"connectionId": 4}
Response
{
"data": {
"connectionUpdated": {"connection": Connection}
}
}
Types
Account
Description
An Account represents the accounting of a banking relationship.
Fields
Field Name | Description |
---|---|
balance - Balance | The most recent Balance for the Account. |
connection - Connection | The primary Connection for this Account. |
currencyCode - CurrencyCode | The ISO-4217 currency code of the Account |
id - ID! | The ID of the Account. |
institution - Institution! | The Institution where the Account is held. |
mask - String | A mostly unique identifier, typically the last 4 numbers of the Account. |
metadata - JSON | Custom metadata about the Account, stored in a 'key-value' format. See the Custom Metadata guide for more information and examples. |
name - String! | The Name of the Account |
provider - ConnectionProvider! | The original provider of the Account. |
remoteData - AccountRemoteData | The Remote Data associated with the Account. See the Remote Data guide for more information. |
state - AccountState! | The State of the Account |
transactedFirstOn - Date | The date of the earliest known Transaction. |
transactedLastOn - Date | The date of the most recent known Transaction. |
transactions - TransactionConnection! | A paginated list of Transactions. |
Arguments | |
type - AccountType! | Represents the classification of an Account. |
verified - Boolean! | Specifies whether the Account has been verified for money movement. |
Example
{
"balance": Balance,
"connection": Connection,
"currencyCode": "USD",
"id": "acct_12Hz9Dz7vEAuljYvhmPcvM9",
"institution": Institution,
"mask": 1234,
"metadata": {"accountNickname": "My favorite checking account"},
"name": "Super fancy checking",
"provider": "AKOYA",
"remoteData": AccountRemoteData,
"state": "CLOSED",
"transactedFirstOn": "2022-01-01",
"transactedLastOn": "2024-01-10",
"transactions": TransactionConnection,
"type": "CHECKING",
"verified": true
}
AccountFilter
Description
Options for filtering Accounts.
Fields
Input Field | Description |
---|---|
metadata - JSON | Filter by the contents of Account metadata . |
remoteData - AccountRemoteDataFilter | Specifies the Remote Data of the Account. |
transactedFirstOn - Date | The date of the earliest known Transaction. |
transactedFirstOn_gt - Date | Greater than the date of the earliest known Transaction. |
transactedFirstOn_gte - Date | Greater than or equal to the date of the earliest known Transaction. |
transactedFirstOn_lt - Date | Less than the date of the earliest known Transaction. |
transactedFirstOn_lte - Date | Less than or equal to the date of the earliest known Transaction. |
transactedLastOn - Date | The date of the most recent known Transaction. |
transactedLastOn_gt - Date | Greater than the date of the most recent known Transaction. |
transactedLastOn_gte - Date | Greater than or equal to the date of the most recent known Transaction. |
transactedLastOn_lt - Date | Less than the date of the most recent known Transaction. |
transactedLastOn_lte - Date | Less than or equal to the date of the most recent known Transaction. |
type - [AccountType!] | The Account classifications to include, supplied as an array or a single value. |
type_not - [AccountType!] | The Account classifications to exclude, supplied as an array or a single value. |
verified - Boolean | Filter by whether Accounts have been verified for money movement. |
Example
{
"metadata": {},
"remoteData": AccountRemoteDataFilter,
"transactedFirstOn": "2007-12-03",
"transactedFirstOn_gt": "2007-12-03",
"transactedFirstOn_gte": "2007-12-03",
"transactedFirstOn_lt": "2007-12-03",
"transactedFirstOn_lte": "2007-12-03",
"transactedLastOn": "2007-12-03",
"transactedLastOn_gt": "2007-12-03",
"transactedLastOn_gte": "2007-12-03",
"transactedLastOn_lt": "2007-12-03",
"transactedLastOn_lte": "2007-12-03",
"type": ["CHECKING"],
"type_not": ["CHECKING"],
"verified": true
}
AccountRemoteData
Description
Remote data associated with an Account.
Fields
Field Name | Description |
---|---|
mock - AccountRemoteDataMock | The Mock remote data associated with the Account. |
mx - AccountRemoteDataMx | The MX remote data associated with the Account. |
plaid - AccountRemoteDataPlaid | The Plaid remote data associated with the Account. |
Example
{
"mock": AccountRemoteDataMock,
"mx": AccountRemoteDataMx,
"plaid": AccountRemoteDataPlaid
}
AccountRemoteDataFilter
Description
Remote Data filters.
Fields
Input Field | Description |
---|---|
mock - AccountRemoteDataMockFilter | Mock Account Remote Data. |
mx - AccountRemoteDataMxFilter | MX Account Remote Data. |
plaid - AccountRemoteDataPlaidFilter | Plaid Account Remote Data. |
Example
{
"mock": AccountRemoteDataMockFilter,
"mx": AccountRemoteDataMxFilter,
"plaid": AccountRemoteDataPlaidFilter
}
AccountRemoteDataMock
Description
Account-level data from Mock.
Fields
Field Name | Description |
---|---|
account - AccountRemoteDataMockAccount | The base Account data from Mock. |
Example
{"account": AccountRemoteDataMockAccount}
AccountRemoteDataMockAccount
Description
The base Account data from Mock.
Fields
Field Name | Description |
---|---|
response - MockAccount | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": MockAccount,
"timestamp": "2007-12-03T10:15:30Z"
}
AccountRemoteDataMockFilter
Description
Options for filtering inside Mock Remote Data payload.
Fields
Input Field | Description |
---|---|
id - String | Mock account ID. |
Example
{"id": "xyz789"}
AccountRemoteDataMx
Description
Account-level data from MX.
Fields
Field Name | Description |
---|---|
account - AccountRemoteDataMxAccount | The base Account data from MX. |
Example
{"account": AccountRemoteDataMxAccount}
AccountRemoteDataMxAccount
AccountRemoteDataMxFilter
Description
Options for filtering inside MX Remote Data.
Fields
Input Field | Description |
---|---|
accountNumber - String | The account number associated with the account. This will typically be a masked or partial account number. |
accountOwnership - String | |
annuityPolicyToDate - String | |
annuityProvider - String | |
annuityTermYear - Float | |
apr - Float | The annual percentage rate associated with the account. |
apy - Float | The annual percentage yield associated with the account. |
availableBalance - Float | The balance that is available for use in asset accounts like checking and savings. PENDING transactions are typically taken into account with the available balance, but this may not always be the case. available_balance will usually be a positive value for all account types, determined in the same way as the balance field. |
availableCredit - Float | The amount of credit available for use in liability accounts like credit cards and lines of credit. PENDING transactions are typically taken into account with available credit, but this may not always be the case. available_credit will usually be a positive value for all account types, determined in the same way as the balance field. |
balance - Float | The current balance of the account. PENDING transactions are typically not taken into account with the current balance, but this may not always be the case. This is the value used for the account balance displayed in MX UIs. The balance will usually be a positive value for all account types. Asset-type accounts (CHECKING, SAVINGS, INVESTMENT) may have a negative balance if they are in overdraft. Debt-type accounts (CREDIT_CARD, LOAN, LINE_OF_CREDIT, MORTGAGE) may have a negative balance if they are overpaid. |
cashBalance - Float | The cash balance of the account. |
cashSurrenderValue - Float | The sum of money paid to the policyholder or annuity holder in the event the policy is voluntarily terminated before it matures, or the insured event occurs. |
createdAt - String | The date and time at which the account was created on the MX Platform. |
creditLimit - Float | The credit limit associated with the account. |
currencyCode - String | The three-character ISO 4217 currency code. |
dayPaymentIsDue - Int | The day of the month the payment is due. For example, the 14th is passed as 14. |
deathBenefit - Int | The amount paid to the beneficiary of the account upon death of the account owner. |
guid - String | The unique identifier for the account. Defined by MX. |
holdingsValue - Float | The sum of all long holdings within this account, not including any that are shorted and not including cash. |
id - String | The unique partner-defined identifier for the account |
importedAt - String | The date and time at which the account was last successfully aggregated and received data. |
institutionCode - String | A unique identifier for the institution associated with this account. Defined by MX. |
insuredName - String | The name of the insured individual. |
interestRate - Float | The interest rate associated with the account. |
isClosed - Boolean | This indicates whether an account has been closed. |
isHidden - Boolean | This indicates whether the account is hidden. Defaults to false . |
isManual - Boolean | |
lastPayment - Float | The date and time of the most recent payment on the account. |
lastPaymentAt - String | The amount of the most recent payment on the account. |
loanAmount - Float | The amount of the loan associated with the account. |
marginBalance - Float | |
maturesOn - String | The date on which the account matures. |
memberGuid - String | The unique identifier for the member associated with the account. Defined by MX. |
memberId - String | The unique, partner-defined, identifier for the member associated with this account. |
memberIsManagedByUser - Boolean | This indicates whether the associated member is managed by the user or the MX partner. Members created with the managed member feature will have this field set to false. |
metadata - String | Additional information a partner can store on the account. |
minimumBalance - Float | The minimum balance associated with the account. |
minimumPayment - Float | The minimum payment required for an account. This can apply to any debt account. |
name - String | The human-readable name for the account. |
nickname - String | An alternate name for the account. |
originalBalance - Float | The original balance associated with the account. This will always be positive. |
payOutAmount - Float | The amount paid out to the insured individual or beneficiary under the conditions of the insurance policy. |
paymentDueAt - String | The date and time at which the next payment is due on the account. |
payoffBalance - Float | The payoff balance for a debt account. This will normally be a positive number. |
premiumAmount - Float | The insurance policy’s premium amount. |
propertyType - String | |
routingNumber - String | The routing number for the account. |
startedOn - String | The date on which a debt account was started. |
subtype - String | The account’s subtype, e.g., PLAN_401_K, MONEY_MARKET, or HOME_EQUITY. |
todayUglAmount - Float | |
todayUglPercentage - Float | |
totalAccountValue - Float | The total value of the account. |
type - String | The general or parent type of the account. |
updatedAt - String | The date and time at which the account was most recently updated. |
userGuid - String | The unique identifier for the user associated with the account. Defined by MX. |
userId - String | The unique, partner-defined, identifier for the user associated with this account. |
Example
{
"accountNumber": "abc123",
"accountOwnership": "xyz789",
"annuityPolicyToDate": "abc123",
"annuityProvider": "xyz789",
"annuityTermYear": 987.65,
"apr": 123.45,
"apy": 987.65,
"availableBalance": 123.45,
"availableCredit": 987.65,
"balance": 123.45,
"cashBalance": 987.65,
"cashSurrenderValue": 123.45,
"createdAt": "abc123",
"creditLimit": 123.45,
"currencyCode": "xyz789",
"dayPaymentIsDue": 987,
"deathBenefit": 987,
"guid": "xyz789",
"holdingsValue": 987.65,
"id": "abc123",
"importedAt": "xyz789",
"institutionCode": "xyz789",
"insuredName": "abc123",
"interestRate": 123.45,
"isClosed": false,
"isHidden": true,
"isManual": false,
"lastPayment": 987.65,
"lastPaymentAt": "xyz789",
"loanAmount": 987.65,
"marginBalance": 987.65,
"maturesOn": "abc123",
"memberGuid": "abc123",
"memberId": "abc123",
"memberIsManagedByUser": false,
"metadata": "xyz789",
"minimumBalance": 987.65,
"minimumPayment": 123.45,
"name": "abc123",
"nickname": "abc123",
"originalBalance": 987.65,
"payOutAmount": 123.45,
"paymentDueAt": "xyz789",
"payoffBalance": 987.65,
"premiumAmount": 123.45,
"propertyType": "abc123",
"routingNumber": "abc123",
"startedOn": "xyz789",
"subtype": "xyz789",
"todayUglAmount": 987.65,
"todayUglPercentage": 123.45,
"totalAccountValue": 123.45,
"type": "xyz789",
"updatedAt": "xyz789",
"userGuid": "abc123",
"userId": "abc123"
}
AccountRemoteDataPlaid
Description
Account-level data from Plaid.
Fields
Field Name | Description |
---|---|
account - AccountRemoteDataPlaidAccount | The base Account data from Plaid. |
Example
{"account": AccountRemoteDataPlaidAccount}
AccountRemoteDataPlaidAccount
Description
The base Account data from Plaid.
Fields
Field Name | Description |
---|---|
response - PlaidAccount | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": PlaidAccount,
"timestamp": "2007-12-03T10:15:30Z"
}
AccountRemoteDataPlaidFilter
Description
Options for filtering inside Plaid Remote Data.
Fields
Input Field | Description |
---|---|
accountId - String | Plaid’s unique identifier for the account. This value will not change unless Plaid can't reconcile the account with the data returned by the financial institution. This may occur, for example, when the name of the account changes. If this happens a new The If an account with a specific Like all Plaid identifiers, the |
mask - String | The last 2-4 alphanumeric characters of an account's official account number. Note that the mask may be non-unique between an Item's accounts, and it may also not match the mask that the bank displays to the user. |
name - String | The name of the account, either assigned by the user or by the financial institution itself |
officialName - String | The official name of the account as given by the financial institution |
persistentAccountId - String | A unique and persistent identifier for accounts that can be used to trace multiple instances of the same account across different Items for depository accounts. This is currently an opt-in field and only supported for Chase Items. |
subtype - String | See the Account type schema for a full listing of account types and corresponding subtypes. |
type - String |
See the Account type schema for a full listing of account types and corresponding subtypes. |
verificationStatus - String | The current verification status of an Auth Item initiated through Automated or Manual micro-deposits. Returned for Auth Items only.
|
Example
{
"accountId": "abc123",
"mask": "abc123",
"name": "abc123",
"officialName": "xyz789",
"persistentAccountId": "abc123",
"subtype": "abc123",
"type": "xyz789",
"verificationStatus": "abc123"
}
AccountSort
Description
Options for sorting Accounts.
Values
Enum Value | Description |
---|---|
| Oldest First, Pending Last. |
| Newest First, Pending First. |
Example
"LAST_TRANSACTED_ON_ASC"
AccountState
Values
Enum Value | Description |
---|---|
| Terminated |
| Open |
Example
"CLOSED"
AccountType
Description
Represents the classification of an Account.
Values
Enum Value | Description |
---|---|
| Checking and cash management. |
| Credit cards. |
| Brokerage, retirement and other investments. |
| Lines of credit, mortgage, student and installment loans. |
| All other Account types. |
| Savings and money market. |
Example
"CHECKING"
AccountUpdateInput
Description
Autogenerated input type of AccountUpdate
Example
{
"clientMutationId": "abc123",
"id": "4",
"metadata": {}
}
AccountUpdatePayload
Description
Autogenerated return type of AccountUpdate.
Example
{
"clientMutationId": "abc123",
"errors": [Error],
"record": Account,
"success": true
}
AccountVerifiedPayload
Description
Autogenerated return type of AccountVerified.
Fields
Field Name | Description |
---|---|
account - Account | The verified Account |
Example
{"account": Account}
AddressCountryCode
Description
ISO 3166-1 alpha-3 country code.
Values
Enum Value | Description |
---|---|
| United States of America |
Example
"USA"
AkoyaConnectorSession
Description
The Connector configuration for the Akoya provider.
Fields
Field Name | Description |
---|---|
connectorStatus - ConnectorStatus! | The status of the Akoya Connector Session. |
connectorToken - String | The unique token for the Akoya Connector Session. |
url - String | OAuth Flow URL. |
Example
{
"connectorStatus": "ABORT",
"connectorToken": "abc123",
"url": "xyz789"
}
Balance
Description
Represents an Account Balance.
Fields
Field Name | Description |
---|---|
at - DateTime! | The timestamp of the Account Balance record. |
available - Float | The amount of funds accounting for pending Transactions. |
current - Float | The amount of funds based on posted Transactions. |
id - ID! | The ID of the Balance. |
limit - Float | The amount of funds that may be overdraft or spent on credit. |
Example
{
"at": "2007-12-03T10:15:30Z",
"available": 987.65,
"current": 987.65,
"id": "bal_12vXOdjpsZIgB3Ae80Y7Pl",
"limit": 123.45
}
Boolean
Description
The Boolean
scalar type represents true
or false
.
Connection
Description
A Connection represents the data source for a Profile's accounts and transactions, such as a Plaid Item or MX member.
The easiest way to register connections is with the Quiltt Connector, which handles the configuration for Plaid Link and MX Connect.
Fields
Field Name | Description |
---|---|
accounts - [Account!]! | A list of Accounts. |
Arguments | |
externallyManaged - Boolean! | Specifies whether this Connection is managed by an external system. |
features - [ConnectionFeature!]! | The features currently enabled on the Connection. |
id - ID! | The ID of the Connection. |
institution - Institution! | The Institution of the Connection. |
metadata - JSON | Custom metadata about the Connection, stored in a 'key-value' format. See the Custom Metadata guide for more information and examples. |
provider - ConnectionProvider! | Represents a data provider for the Connection. |
remoteData - ConnectionRemoteData | The Remote Data associated with the Connection. See the Remote Data guide for more information. |
status - ConnectionStatus! | The status of the Connection. |
Example
{
"accounts": [Account],
"externallyManaged": true,
"features": ["ACCOUNT_NUMBERS"],
"id": "conn_14TJiFDKRJlPiBHuukUIlXZ",
"institution": Institution,
"metadata": {"hiddenFromUI": true},
"provider": "AKOYA",
"remoteData": ConnectionRemoteData,
"status": "DISCONNECTED"
}
ConnectionCreatedPayload
Description
Autogenerated return type of ConnectionCreated.
Fields
Field Name | Description |
---|---|
connection - Connection | The newly created Connection. |
Example
{"connection": Connection}
ConnectionDisconnectInput
ConnectionDisconnectPayload
Description
Autogenerated return type of ConnectionDisconnect.
Fields
Field Name | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
errors - [Error!] | List of errors from an unsuccessful mutation. |
record - Connection | The disconnected Connection. |
success - Boolean! | Specifies whether the mutation was successful. |
Example
{
"clientMutationId": "xyz789",
"errors": [Error],
"record": Connection,
"success": false
}
ConnectionFeature
Description
Represents a feature of a Connection.
Values
Enum Value | Description |
---|---|
| Verify account numbers to support money movement operations. With this feature enabled, eligible accounts will be enabled for the Account Numbers and Processor Tokens endpoints. |
| Verify account-holder information. With this feature enabled, account-holder information will become available in Remote Data. |
| Access Balance data. |
| Access to Investments account data, this may be included by default or incure additional costs depending on the provider. |
| Access to Liabilities account data, this may be included by default or incure additional costs depending on the provider. |
| Access up to 24 months of transaction history, depending on the provider. Note that for MX, full history is a "premium" feature that incurs a one-time per-Connection fee. Contact Quiltt support to enable this capability. |
Example
"ACCOUNT_NUMBERS"
ConnectionFilter
Description
Options for filtering Connections.
Fields
Input Field | Description |
---|---|
metadata - JSON | Filter by the contents of Connection metadata . |
provider - [ConnectionProvider!] | |
remoteData - ConnectionRemoteDataFilter | Specifies the Remote Data of the Connection. |
status - [ConnectionStatus!] | The Connection statuses to include. |
status_not - [ConnectionStatus!] | The Connection statuses to exclude. |
Example
{
"metadata": {},
"provider": ["AKOYA"],
"remoteData": ConnectionRemoteDataFilter,
"status": ["DISCONNECTED"],
"status_not": ["DISCONNECTED"]
}
ConnectionPlaidImportInput
Description
Autogenerated input type of ConnectionPlaidImport
Fields
Input Field | Description |
---|---|
accessToken - String! | The access_token of the Plaid Item to be imported. |
clientMutationId - String | A unique identifier for the client performing the mutation. |
externallyManaged - Boolean | Specifies whether the Connection will be managed by an external system. Default = false |
Example
{
"accessToken": "xyz789",
"clientMutationId": "xyz789",
"externallyManaged": false
}
ConnectionPlaidImportPayload
Description
Autogenerated return type of ConnectionPlaidImport.
Fields
Field Name | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
errors - [PlaidMutationError!] | A list of Plaid API errors from the mutation. |
record - Connection | The imported Connection. |
success - Boolean! | Specifies whether the mutation was successful. |
Example
{
"clientMutationId": "abc123",
"errors": [PlaidMutationError],
"record": Connection,
"success": false
}
ConnectionProvider
Description
Represents a data provider for the Connection.
Values
Enum Value | Description |
---|---|
| Akoya |
| Disconnected |
| Mock data |
| MX |
| Plaid |
Example
"AKOYA"
ConnectionRemoteData
Description
Remote data associated with a Connection.
Fields
Field Name | Description |
---|---|
mock - ConnectionRemoteDataMock | The Mock remote data associated with the Connection. |
mx - ConnectionRemoteDataMx | The MX remote data associated with the Connection. |
plaid - ConnectionRemoteDataPlaid | The Plaid remote data associated with the Connection. |
Example
{
"mock": ConnectionRemoteDataMock,
"mx": ConnectionRemoteDataMx,
"plaid": ConnectionRemoteDataPlaid
}
ConnectionRemoteDataFilter
Description
Remote Data filters.
Fields
Input Field | Description |
---|---|
mock - ConnectionRemoteDataMockFilter | Mock Connection Remote Data. |
mx - ConnectionRemoteDataMxFilter | MX Member Remote Data. |
plaid - ConnectionRemoteDataPlaidFilter | Plaid Item Remote Data. |
Example
{
"mock": ConnectionRemoteDataMockFilter,
"mx": ConnectionRemoteDataMxFilter,
"plaid": ConnectionRemoteDataPlaidFilter
}
ConnectionRemoteDataMock
Description
Connection-level data from Mock.
Fields
Field Name | Description |
---|---|
connection - ConnectionRemoteDataMockConnection | The Connection data from Mock. |
Example
{"connection": ConnectionRemoteDataMockConnection}
ConnectionRemoteDataMockConnection
Description
The Connection data from Mock.
Fields
Field Name | Description |
---|---|
response - MockConnection | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": MockConnection,
"timestamp": "2007-12-03T10:15:30Z"
}
ConnectionRemoteDataMockFilter
Description
Options for filtering inside Mock Remote Data.
Fields
Input Field | Description |
---|---|
id - String | Mock Connection ID. |
Example
{"id": "xyz789"}
ConnectionRemoteDataMx
Description
Connection-level data from MX.
Fields
Field Name | Description |
---|---|
accountOwners - ConnectionRemoteDataMxAccountOwners | The Account Owners data from MX. |
connection - ConnectionRemoteDataMxConnection | The base Connection data from MX. |
Example
{
"accountOwners": ConnectionRemoteDataMxAccountOwners,
"connection": ConnectionRemoteDataMxConnection
}
ConnectionRemoteDataMxAccountOwners
Description
The Account Owners data from MX.
Fields
Field Name | Description |
---|---|
response - [MxAccountOwner!] | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": [MxAccountOwner],
"timestamp": "2007-12-03T10:15:30Z"
}
ConnectionRemoteDataMxConnection
Description
The base Connection data from MX.
Fields
Field Name | Description |
---|---|
response - MxConnection | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": MxConnection,
"timestamp": "2007-12-03T10:15:30Z"
}
ConnectionRemoteDataMxFilter
Description
Options for filtering inside MX Remote Data.
Fields
Input Field | Description |
---|---|
aggregatedAt - String | The date and time the most recent aggregation-type job was started, given in ISO 8601 format with a time component. A job will automatically be started when a member is created or its credentials are updated, unless the skip_aggregation parameter is used. Jobs can also be started via manual aggregations, background aggregations, API endpoints, or when opening an MX widget. A job can be a normal aggregation, or a premium job such as identification, verification, fetching statements, or fetching an extended transaction history. |
backgroundAggregationIsDisabled - Boolean | This indicates whether background aggregation is disabled for the member. |
connectionStatus - String | This indicates the state of a member’s aggregation. See member connection statuses for more information. |
guid - String | The unique identifier for the member. Defined by MX. |
id - String | The partner-defined unique identifier for the member. |
institutionCode - String | The unique identifier for the institution associated with the member. Defined by MX. |
isBeingAggregated - Boolean | This indicates whether the member was being aggregated at the time of the request. |
isManagedByUser - Boolean | This indicates whether the member is managed by the user or the MX partner. Members created with the managed member feature will have this field set to false. |
isOauth - Boolean | This indicates whether the member uses OAuth to authenticate. Defaults to false . |
metadata - String | Additional information you can store on this member. |
name - String | The name of the member. |
oauthWindowUri - String | |
successfullyAggregatedAt - String | The date and time the member was last successfully aggregated. |
userGuid - String | The unique identifier for the user associated with the member. Defined by MX. |
userId - String | The unique partner-defined identifier for the user associated with the member. |
Example
{
"aggregatedAt": "xyz789",
"backgroundAggregationIsDisabled": false,
"connectionStatus": "xyz789",
"guid": "abc123",
"id": "abc123",
"institutionCode": "xyz789",
"isBeingAggregated": false,
"isManagedByUser": false,
"isOauth": false,
"metadata": "xyz789",
"name": "abc123",
"oauthWindowUri": "xyz789",
"successfullyAggregatedAt": "xyz789",
"userGuid": "abc123",
"userId": "xyz789"
}
ConnectionRemoteDataPlaid
Description
Connection-level data from Plaid.
Fields
Field Name | Description |
---|---|
accountOwners - ConnectionRemoteDataPlaidAccountOwners | The Account Owners data from Plaid. |
connection - ConnectionRemoteDataPlaidConnection | The base Connection data from Plaid. |
investments - ConnectionRemoteDataPlaidInvestments | The Investments data from Plaid. |
liabilities - ConnectionRemoteDataPlaidLiabilities | The Liabilities data from Plaid. |
Example
{
"accountOwners": ConnectionRemoteDataPlaidAccountOwners,
"connection": ConnectionRemoteDataPlaidConnection,
"investments": ConnectionRemoteDataPlaidInvestments,
"liabilities": ConnectionRemoteDataPlaidLiabilities
}
ConnectionRemoteDataPlaidAccountOwners
Description
The Account Owners data from Plaid.
Fields
Field Name | Description |
---|---|
response - [PlaidAccountIdentity!] | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": [PlaidAccountIdentity],
"timestamp": "2007-12-03T10:15:30Z"
}
ConnectionRemoteDataPlaidConnection
Description
The base Connection data from Plaid.
Fields
Field Name | Description |
---|---|
response - PlaidConnection | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": PlaidConnection,
"timestamp": "2007-12-03T10:15:30Z"
}
ConnectionRemoteDataPlaidFilter
Description
Options for filtering inside Plaid Remote Data.
Fields
Input Field | Description |
---|---|
availableProducts - [String!] | A list of products available for the Item that have not yet been accessed. The contents of this array will be mutually exclusive with billed_products . |
billedProducts - [String!] | A list of products that have been billed for the Item. The contents of this array will be mutually exclusive with available_products . Note - billed_products is populated in all environments but only requests in Production are billed. Also note that products that are billed on a pay-per-call basis rather than a pay-per-Item basis, such as balance , will not appear here. |
consentExpirationTime - DateTime | The RFC 3339 timestamp after which the consent provided by the end user will expire. Upon consent expiration, the item will enter the Note - This is only relevant for certain OAuth-based institutions. For all other institutions, this field will be null. |
consentedProducts - [String!] | Beta: A list of products that have gone through consent collection for the Item. Only present for those enabled in the beta. |
institutionId - String | The Plaid Institution ID associated with the Item. Field is null for Items created via Same Day Micro-deposits. |
itemId - String | The Plaid Item ID. The item_id is always unique; linking the same account at the same institution twice will result in two Items with different item_id values. Like all Plaid identifiers, the item_id is case-sensitive. |
products - [String!] | A list of authorized products for the Item. |
updateType - String | Indicates whether an Item requires user interaction to be updated, which can be the case for Items with some forms of two-factor authentication.
|
webhook - String | The URL registered to receive webhooks for the Item. |
Example
{
"availableProducts": ["xyz789"],
"billedProducts": ["abc123"],
"consentExpirationTime": "2007-12-03T10:15:30Z",
"consentedProducts": ["abc123"],
"institutionId": "xyz789",
"itemId": "xyz789",
"products": ["xyz789"],
"updateType": "xyz789",
"webhook": "abc123"
}
ConnectionRemoteDataPlaidInvestments
Description
The Investments data from Plaid.
Fields
Field Name | Description |
---|---|
holdings - ConnectionRemoteDataPlaidInvestmentsHoldings | The Investments Holdings data from Plaid. |
transactions - ConnectionRemoteDataPlaidInvestmentsTransactions | The Investments Transactions data from Plaid. |
Example
{
"holdings": ConnectionRemoteDataPlaidInvestmentsHoldings,
"transactions": ConnectionRemoteDataPlaidInvestmentsTransactions
}
ConnectionRemoteDataPlaidInvestmentsHoldings
Description
The Investments Holdings data from Plaid.
Fields
Field Name | Description |
---|---|
response - PlaidInvestmentsHoldings | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": PlaidInvestmentsHoldings,
"timestamp": "2007-12-03T10:15:30Z"
}
ConnectionRemoteDataPlaidInvestmentsTransactions
Description
The Investments Transactions data from Plaid.
Fields
Field Name | Description |
---|---|
response - PlaidInvestmentsTransactions | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": PlaidInvestmentsTransactions,
"timestamp": "2007-12-03T10:15:30Z"
}
ConnectionRemoteDataPlaidLiabilities
Description
The Liabilities data from Plaid.
Fields
Field Name | Description |
---|---|
response - PlaidLiabilities | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": PlaidLiabilities,
"timestamp": "2007-12-03T10:15:30Z"
}
ConnectionSimulateErrorInput
ConnectionSimulateErrorPayload
Description
Autogenerated return type of ConnectionSimulateError.
Fields
Field Name | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
errors - [Error!] | List of errors from an unsuccessful mutation. |
record - Connection | The Connection put in a repairable state. |
success - Boolean! | Specifies whether the mutation was successful. |
Example
{
"clientMutationId": "xyz789",
"errors": [Error],
"record": Connection,
"success": true
}
ConnectionStatus
Description
Represents the status of a Connection.
Values
Enum Value | Description |
---|---|
| The Connection has been disconnected from all providers. |
| The Connection provider is indicating an issue with the institution. |
| The Connection provider is experiencing a service interruption. |
| The Connection has a repairable error. Initialize a Connector session for the user to repair the connection. |
| Quiltt is experiencing a service interruption. Visit our Status page for more information. |
| The Connection is being initialized. |
| The Connection is up to date. |
| The Connection is currently syncing. |
| The Connection is attempting to add new features. |
Example
"DISCONNECTED"
ConnectionUpdateInput
Description
Autogenerated input type of ConnectionUpdate
Example
{
"clientMutationId": "xyz789",
"id": 4,
"metadata": {}
}
ConnectionUpdatePayload
Description
Autogenerated return type of ConnectionUpdate.
Fields
Field Name | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
errors - [Error!] | List of errors from an unsuccessful mutation. |
record - Connection | The updated Connection. |
success - Boolean! | Specifies whether the mutation was successful. |
Example
{
"clientMutationId": "xyz789",
"errors": [Error],
"record": Connection,
"success": false
}
ConnectionUpdatedPayload
Description
Autogenerated return type of ConnectionUpdated.
Fields
Field Name | Description |
---|---|
connection - Connection | The updated Connection |
Example
{"connection": Connection}
ConnectorAkoyaCloseInput
Description
Autogenerated input type of ConnectorAkoyaClose
Example
{
"clientMutationId": "xyz789",
"connectorToken": "abc123"
}
ConnectorAkoyaClosePayload
Description
Autogenerated return type of ConnectorAkoyaClose.
Fields
Field Name | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
errors - [Error!] | List of errors from an unsuccessful mutation. |
record - Connection | The Connection. |
success - Boolean! | Specifies whether the mutation was successful. |
Example
{
"clientMutationId": "xyz789",
"errors": [Error],
"record": Connection,
"success": true
}
ConnectorAkoyaInitializeInput
Description
Autogenerated input type of ConnectorAkoyaInitialize
Fields
Input Field | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
connectionId - ID | The ID of the Connection to be updated. |
features - [ConnectionFeature!]! | The Connection features to be enabled. |
portalId - ID | The ID of the Portal that will used to create a new Connection. |
redirectUri - String | The URI to redirect to after an OAuth Handshake |
Example
{
"clientMutationId": "abc123",
"connectionId": "4",
"features": ["ACCOUNT_NUMBERS"],
"portalId": 4,
"redirectUri": "abc123"
}
ConnectorAkoyaInitializePayload
Description
Autogenerated return type of ConnectorAkoyaInitialize.
Fields
Field Name | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
errors - [Error!] | List of errors from an unsuccessful mutation. |
record - AkoyaConnectorSession | Connector payload for a Akoya Connector. |
success - Boolean! | Specifies whether the mutation was successful. |
Example
{
"clientMutationId": "abc123",
"errors": [Error],
"record": AkoyaConnectorSession,
"success": true
}
ConnectorMockCloseInput
Description
Autogenerated input type of ConnectorMockClose
Example
{
"clientMutationId": "xyz789",
"connectorToken": "xyz789"
}
ConnectorMockClosePayload
Description
Autogenerated return type of ConnectorMockClose.
Fields
Field Name | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
errors - [Error!] | List of errors from an unsuccessful mutation. |
record - Connection | The Connection. |
success - Boolean! | Specifies whether the mutation was successful. |
Example
{
"clientMutationId": "xyz789",
"errors": [Error],
"record": Connection,
"success": false
}
ConnectorMockInitializeInput
Description
Autogenerated input type of ConnectorMockInitialize
Fields
Input Field | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
connectionId - ID | The ID of the Connection to be updated. |
features - [ConnectionFeature!]! | The Connection features to be enabled. |
portalId - ID | The ID of the Portal that will used to create a new Connection. |
Example
{
"clientMutationId": "xyz789",
"connectionId": "4",
"features": ["ACCOUNT_NUMBERS"],
"portalId": 4
}
ConnectorMockInitializePayload
Description
Autogenerated return type of ConnectorMockInitialize.
Fields
Field Name | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
errors - [Error!] | List of errors from an unsuccessful mutation. |
record - MockConnectorSession | Connector payload for a Mock Connector. |
success - Boolean! | Specifies whether the mutation was successful. |
Example
{
"clientMutationId": "abc123",
"errors": [Error],
"record": MockConnectorSession,
"success": false
}
ConnectorMxCloseInput
Description
Autogenerated input type of ConnectorMxClose
Example
{
"clientMutationId": "xyz789",
"connectorToken": "xyz789",
"metadata": {}
}
ConnectorMxClosePayload
Description
Autogenerated return type of ConnectorMxClose.
Fields
Field Name | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
errors - [MxMutationError!] | A list of MX API errors from the mutation. |
record - Connection | The Connection. |
success - Boolean! | Specifies whether the mutation was successful. |
Example
{
"clientMutationId": "xyz789",
"errors": [MxMutationError],
"record": Connection,
"success": false
}
ConnectorMxInitializeInput
Description
Autogenerated input type of ConnectorMxInitialize
Fields
Input Field | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
clientRedirectUrl - String | Used as a redirect destination at the end of OAuth, if used with is_mobile_webview: true or oauth_referral_source: "APP" . |
colorScheme - String | Load the Connect widget in the specified color_scheme ; options are light and dark . Defaults to light . |
connectionId - ID | The ID of the Connection that will be updated with MX Connect. This is typically used when repairing a connection with an ERROR_REPAIRABLE status. |
disableBackgroundAgg - Boolean | Set to true or false to explicitly set the value of background_aggregation_is_disabled for new members created through the Connect widget. Default = false |
features - [ConnectionFeature!]! | The Connection features to be enabled. |
includeTransactions - Boolean | When set to false while creating or updating a member, transaction data will not be automatically aggregated. Future manual or background aggregations will not be affected. Default = true |
isMobileWebview - Boolean | Renders the widget in a mobile WebView. Executes URL updates in place of the JavaScript event postMessages. |
oauthReferralSource - String | This determines how MX will respond to the result of an OAuth flow. When set to When set to If |
portalId - ID | The ID of the Portal that will used to create a new Connection. |
redirectUri - String | The URI to redirect to after an OAuth Handshake |
uiMessageWebviewUrlScheme - String | Used in postMessages and OAuth redirects in WebViews. Defaults to mx . |
Example
{
"clientMutationId": "xyz789",
"clientRedirectUrl": "abc123",
"colorScheme": "abc123",
"connectionId": 4,
"disableBackgroundAgg": false,
"features": ["ACCOUNT_NUMBERS"],
"includeTransactions": true,
"isMobileWebview": true,
"oauthReferralSource": "xyz789",
"portalId": 4,
"redirectUri": "abc123",
"uiMessageWebviewUrlScheme": "xyz789"
}
ConnectorMxInitializePayload
Description
Autogenerated return type of ConnectorMxInitialize.
Fields
Field Name | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
errors - [MxMutationError!] | A list of MX API errors from the mutation. |
record - MxConnectorSession | Connector payload for MX Connect. |
success - Boolean! | Specifies whether the mutation was successful. |
Example
{
"clientMutationId": "abc123",
"errors": [MxMutationError],
"record": MxConnectorSession,
"success": false
}
ConnectorPlaidCloseInput
Description
Autogenerated input type of ConnectorPlaidClose
Fields
Input Field | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
connectorToken - String! | The connectorToken from the connectorPlaidInitialize response. |
metadata - JSON! | The metadata object from Plaid Link's onSuccess callback. |
publicToken - String! | The public_token string from Plaid Link's onSuccess callback. |
Example
{
"clientMutationId": "xyz789",
"connectorToken": "xyz789",
"metadata": {},
"publicToken": "abc123"
}
ConnectorPlaidClosePayload
Description
Autogenerated return type of ConnectorPlaidClose.
Fields
Field Name | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
errors - [PlaidMutationError!] | A list of Plaid API errors from the mutation. |
record - Connection | The Connection. |
success - Boolean! | Specifies whether the mutation was successful. |
Example
{
"clientMutationId": "abc123",
"errors": [PlaidMutationError],
"record": Connection,
"success": true
}
ConnectorPlaidInitializeInput
Description
Autogenerated input type of ConnectorPlaidInitialize
Fields
Input Field | Description |
---|---|
accountFilters - PlaidLinkTokenAccountFilters | By default, Link will provide limited account filtering: it will only display Institutions that are compatible with all products supplied in the For institutions using OAuth, the filter will not affect the list of accounts shown by the bank in the OAuth window. |
additionalConsentedProducts - [String!] | (Beta) This field has no effect unless you are participating in the Product Scope Transparency beta program. List of additional Plaid product(s) you wish to collect consent for. These products will not be billed until you start using them by calling the relevant endpoints.
Institutions that do not support these products will still be shown in Link |
androidPackageName - String | The name of your app's Android package. Required if using the link_token to initialize Link on Android. When creating a link_token for initializing Link on other platforms, this field must be left blank. Any package name specified here must also be added to the Allowed Android package names setting on the developer dashboard. |
auth - PlaidLinkTokenCreateRequestAuth | Specifies options for initializing Link for use with the Auth product. This field can be used to enable or disable extended Auth flows for the resulting Link session. Omitting any field will result in a default that can be configured by your account manager. |
clientMutationId - String | A unique identifier for the client performing the mutation. |
clientName - String | The name of your application, as it should be displayed in Link. Maximum length of 30 characters. If a value longer than 30 characters is provided, Link will display "This Application" instead. |
connectionId - ID | The ID of the Connection that will be updated with Plaid Link. This is typically used when repairing a connection with an ERROR_REPAIRABLE status or for completing the Same-day (manual) Micro-deposit flow. |
countryCodes - [String!] | Specify an array of Plaid-supported country codes using the ISO-3166-1 alpha-2 country code standard. Institutions from all listed countries will be shown. For a complete mapping of supported products by country, see https://plaid.com/global/. If Link is launched with multiple country codes, only products that you are enabled for in all countries will be used by Link. Note that while all countries are enabled by default in Sandbox and Development, in Production only US and Canada are enabled by default. Access to European institutions requires additional compliance steps. To request access to European institutions in the Production environment, file a product access Support ticket via the Plaid dashboard. If you initialize with a European country code, your users will see the European consent panel during the Link flow. If using a Link customization, make sure the country codes in the customization match those specified in If using the Auth features Instant Match, Same-day Micro-deposits, or Automated Micro-deposits, |
features - [ConnectionFeature!]! | The Connection features to be enabled. |
language - String | The language that Link should be displayed in. When initializing with Identity Verification, this field is not used; for more details, see Identity Verification supported languages. Supported languages are:
When using a Link customization, the language configured here must match the setting in the customization, or the customization will not be applied. Default = |
linkCustomizationName - String | The name of the Link customization from the Plaid Dashboard to be applied to Link. If not specified, the default customization will be used. When using a Link customization, the language in the customization must match the language selected via the language parameter, and the countries in the customization should match the country codes selected via country_codes . |
portalId - ID | The ID of the Portal that will used to create a new Connection. |
products - [String!] | List of Plaid product(s) you wish to use. If launching Link in update mode, should be omitted; required otherwise.
The products specified here will determine which institutions will be available to your users in Link. Only institutions that support all requested products can be selected; a if a user attempts to select an institution that does not support a listed product, a "Connectivity not supported" error message will appear in Link. To maximize the number of institutions available, initialize Link with the minimal product set required for your use case. Additional products can be added after Link initialization by calling the relevant endpoints. For details and exceptions, see Choosing when to initialize products. Note that, unless you have opted to disable Instant Match support, institutions that support Instant Match will also be shown in Link if In Production, you will be billed for each product that you specify when initializing Link. Note that a product cannot be removed from an Item once the Item has been initialized with that product. To stop billing on an Item for subscription-based products, such as Liabilities, Investments, and Transactions, remove the Item via |
redirectUri - String | The URI to redirect to after an OAuth Handshake |
update - PlaidLinkTokenCreateRequestUpdate | Specifies options for initializing Link for update mode. |
Example
{
"accountFilters": PlaidLinkTokenAccountFilters,
"additionalConsentedProducts": ["xyz789"],
"androidPackageName": "abc123",
"auth": PlaidLinkTokenCreateRequestAuth,
"clientMutationId": "xyz789",
"clientName": "xyz789",
"connectionId": "4",
"countryCodes": ["xyz789"],
"features": ["ACCOUNT_NUMBERS"],
"language": "xyz789",
"linkCustomizationName": "abc123",
"portalId": "4",
"products": ["xyz789"],
"redirectUri": "xyz789",
"update": PlaidLinkTokenCreateRequestUpdate
}
ConnectorPlaidInitializePayload
Description
Autogenerated return type of ConnectorPlaidInitialize.
Fields
Field Name | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
errors - [PlaidMutationError!] | A list of Plaid API errors from the mutation. |
record - PlaidConnectorSession | Connector payload for Plaid Link. |
success - Boolean! | Specifies whether the mutation was successful. |
Example
{
"clientMutationId": "abc123",
"errors": [PlaidMutationError],
"record": PlaidConnectorSession,
"success": false
}
ConnectorStatus
Description
Represents the next step with initializing a Connector session.
Values
Enum Value | Description |
---|---|
| Unable to upgrade feature as it is not supported by the Institution. |
| The end-user must interact with the Connection provider. |
| No end-user interaction is required. |
| An asynchronous operation is occurring that may need further end-user interaction. |
Example
"ABORT"
ConnectorUpgrade
Description
The actionable status for the attempted upgrade
Fields
Field Name | Description |
---|---|
status - ConnectorStatus! | The actionable status of the Upgrade. |
Example
{"status": "ABORT"}
ConnectorUpgradeInput
Description
Autogenerated input type of ConnectorUpgrade
Fields
Input Field | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
connectionId - ID | The Connection ID to be upgraded. |
features - [ConnectionFeature!]! | The Features to be applied to the Connection. |
Example
{
"clientMutationId": "xyz789",
"connectionId": 4,
"features": ["ACCOUNT_NUMBERS"]
}
ConnectorUpgradePayload
Description
Autogenerated return type of ConnectorUpgrade.
Fields
Field Name | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
errors - [Error!] | List of errors from an unsuccessful mutation. |
record - ConnectorUpgrade | Connector features upgrade statuses. |
success - Boolean! | Specifies whether the mutation was successful. |
Example
{
"clientMutationId": "xyz789",
"errors": [Error],
"record": ConnectorUpgrade,
"success": false
}
CurrencyCode
Description
Represents a supported ISO-4217 currency code.
Values
Enum Value | Description |
---|---|
| United Arab Emirates Dirham |
| Afghan Afghani |
| Albanian Lek |
| Armenian Dram |
| Netherlands Antillean Gulden |
| Angolan Kwanza |
| Argentine Peso |
| Australian Dollar |
| Aruban Florin |
| Azerbaijani Manat |
| Bosnia and Herzegovina Convertible Mark |
| Barbadian Dollar |
| Bangladeshi Taka |
| Bulgarian Lev |
| Bahraini Dinar |
| Burundian Franc |
| Bermudian Dollar |
| Brunei Dollar |
| Bolivian Boliviano |
| Brazilian Real |
| Bahamian Dollar |
| Bhutanese Ngultrum |
| Botswana Pula |
| Belarusian Ruble |
| Belarusian Ruble |
| Belize Dollar |
| Canadian Dollar |
| Congolese Franc |
| Swiss Franc |
| Unidad de Fomento |
| Chilean Peso |
| Chinese Renminbi Yuan |
| Colombian Peso |
| Costa Rican Colón |
| Cuban Convertible Peso |
| Cuban Peso |
| Cape Verdean Escudo |
| Czech Koruna |
| Djiboutian Franc |
| Danish Krone |
| Dominican Peso |
| Algerian Dinar |
| Egyptian Pound |
| Eritrean Nakfa |
| Ethiopian Birr |
| Euro |
| Fijian Dollar |
| Falkland Pound |
| British Pound |
| Georgian Lari |
| Ghanaian Cedi |
| Gibraltar Pound |
| Gambian Dalasi |
| Guinean Franc |
| Guatemalan Quetzal |
| Guyanese Dollar |
| Hong Kong Dollar |
| Honduran Lempira |
| Croatian Kuna |
| Haitian Gourde |
| Hungarian Forint |
| Indonesian Rupiah |
| Israeli New Sheqel |
| Indian Rupee |
| Iraqi Dinar |
| Iranian Rial |
| Icelandic Króna |
| Jamaican Dollar |
| Jordanian Dinar |
| Japanese Yen |
| Kenyan Shilling |
| Kyrgyzstani Som |
| Cambodian Riel |
| Comorian Franc |
| North Korean Won |
| South Korean Won |
| Kuwaiti Dinar |
| Cayman Islands Dollar |
| Kazakhstani Tenge |
| Lao Kip |
| Lebanese Pound |
| Sri Lankan Rupee |
| Liberian Dollar |
| Lesotho Loti |
| Libyan Dinar |
| Moroccan Dirham |
| Moldovan Leu |
| Malagasy Ariary |
| Macedonian Denar |
| Myanmar Kyat |
| Mongolian Tögrög |
| Macanese Pataca |
| Mauritanian Ouguiya |
| Mauritian Rupee |
| Maldivian Rufiyaa |
| Malawian Kwacha |
| Mexican Peso |
| Malaysian Ringgit |
| Mozambican Metical |
| Namibian Dollar |
| Nigerian Naira |
| Nicaraguan Córdoba |
| Norwegian Krone |
| Nepalese Rupee |
| New Zealand Dollar |
| Omani Rial |
| Panamanian Balboa |
| Peruvian Sol |
| Papua New Guinean Kina |
| Philippine Peso |
| Pakistani Rupee |
| Polish Złoty |
| Paraguayan Guaraní |
| Qatari Riyal |
| Romanian Leu |
| Serbian Dinar |
| Russian Ruble |
| Rwandan Franc |
| Saudi Riyal |
| Solomon Islands Dollar |
| Seychellois Rupee |
| Sudanese Pound |
| Swedish Krona |
| Singapore Dollar |
| Saint Helenian Pound |
| Slovak Koruna |
| Sierra Leonean Leone |
| Somali Shilling |
| Surinamese Dollar |
| South Sudanese Pound |
| São Tomé and Príncipe Dobra |
| Salvadoran Colón |
| Syrian Pound |
| Swazi Lilangeni |
| Thai Baht |
| Tajikistani Somoni |
| Turkmenistani Manat |
| Tunisian Dinar |
| Tongan Paʻanga |
| Turkish Lira |
| Trinidad and Tobago Dollar |
| New Taiwan Dollar |
| Tanzanian Shilling |
| Ukrainian Hryvnia |
| Ugandan Shilling |
| United States Dollar |
| Uruguayan Peso |
| Uzbekistan Som |
| Venezuelan Bolívar Soberano |
| Vietnamese Đồng |
| Vanuatu Vatu |
| Samoan Tala |
| Central African Cfa Franc |
| Silver (Troy Ounce) |
| Gold (Troy Ounce) |
| European Composite Unit |
| European Monetary Unit |
| European Unit of Account 9 |
| European Unit of Account 17 |
| East Caribbean Dollar |
| Special Drawing Rights |
| West African Cfa Franc |
| Palladium |
| Cfp Franc |
| Platinum |
| Codes specifically reserved for testing purposes |
| Yemeni Rial |
| South African Rand |
| Zambian Kwacha |
| Zambian Kwacha |
| Zimbabwean Dollar |
Example
"AED"
Date
Description
Represents an ISO 8601-encoded date.
Example
"2007-12-03"
DateTime
Description
Represents an ISO 8601-encoded datetime.
Example
"2007-12-03T10:15:30Z"
Error
FingoalProfile
Description
FinGoal Profile data.
Fields
Field Name | Description |
---|---|
clientId - String | Your client ID. |
id - String | The user ID. |
lifetimeSavings - Float | The user's lifetime savings, if known. |
registrationDate - String | The date on which the user was registered with FinSight API. |
subtenantId - String | The user's subtenant ID. |
tags - [String!] | The FinSight API tags that were applied to the user. |
totaltransactions - Float | The total number of transactions the user has in FinSight API. |
transactionsSinceLastUpdate - Float | The number of transactions since the last time insights were run for the user. |
uid - String | The user's ID. |
uniqueId - String | The user's unique ID in the format of clientId:uid . |
Example
{
"clientId": "xyz789",
"id": "xyz789",
"lifetimeSavings": 123.45,
"registrationDate": "xyz789",
"subtenantId": "xyz789",
"tags": ["abc123"],
"totaltransactions": 123.45,
"transactionsSinceLastUpdate": 123.45,
"uid": "xyz789",
"uniqueId": "xyz789"
}
FingoalTransaction
Description
FinGoal Transaction data.
Fields
Field Name | Description |
---|---|
accountid - String | The ID of the account associated with the transaction |
amountnum - Float | The transaction's USD amount |
category - String | The most applicable categorization for the transaction |
categoryId - String | The numeric ID of the transaction's category |
categoryLabel - [String!] | A cascading hierarchy of the transaction's categories, from high-level to detail-level categorization |
clientId - String | Your FinGoal client ID |
container - String | A high-level categorization of the account type. Eg, 'bank' |
date - String | The date on which the transaction took place |
detailCategoryId - String | The numeric ID of the transaction's detail category |
guid - String | The transaction's globally unique FinSight API issued ID |
highLevelCategoryId - String | The numeric ID of the transaction's high level category |
isPhysical - Boolean | Whether the transaction was made at a physical location, or online |
isRecurring - Boolean | Whether the transaction is set to recur on a fixed interval |
merchantAddress1 - String | The street address of the merchant associated with the transaction |
merchantCity - String | The name of the city where the merchant is located |
merchantCountry - String | The name of the country where the merchant is located |
merchantLatitude - String | The latitude of the merchant |
merchantLogoURL - String | The URL resource for the merchant's logo |
merchantLongitude - String | The longitude of the merchant |
merchantName - String | The name of the merchant associated with the transaction |
merchantPhoneNumber - String | The phone number of the merchant associated with the transaction |
merchantState - String | The name of the state where the merchant is located |
merchantType - String | The merchant's type |
merchantZip - String | The ZIP code where the merchant is located |
originalDescription - String | The transaction description as received. This will not change |
receiptDate - String | The date on which FinSight API first received the transaction |
requestId - String | A unique ID for the request the transaction came in with, for debugging purposes |
simpleDescription - String | An easy-to-understand, plain-language transaction description |
sourceId - String | The source of the transaction |
subType - String | A more detailed classification that provides further information on the type of transaction. |
transactionTags - [String!] | The FinSight API issued tags for the transaction |
transactionid - String | The ID of the transaction as it was originally submitted |
type - String | An attribute describing the nature of the intent behind the transaction. |
uid - String | The ID of the user associated with the transaction, as originally submitted |
Example
{
"accountid": "xyz789",
"amountnum": 123.45,
"category": "xyz789",
"categoryId": "abc123",
"categoryLabel": ["xyz789"],
"clientId": "xyz789",
"container": "xyz789",
"date": "xyz789",
"detailCategoryId": "xyz789",
"guid": "xyz789",
"highLevelCategoryId": "abc123",
"isPhysical": true,
"isRecurring": true,
"merchantAddress1": "abc123",
"merchantCity": "xyz789",
"merchantCountry": "xyz789",
"merchantLatitude": "abc123",
"merchantLogoURL": "xyz789",
"merchantLongitude": "xyz789",
"merchantName": "xyz789",
"merchantPhoneNumber": "abc123",
"merchantState": "xyz789",
"merchantType": "abc123",
"merchantZip": "abc123",
"originalDescription": "xyz789",
"receiptDate": "xyz789",
"requestId": "xyz789",
"simpleDescription": "abc123",
"sourceId": "xyz789",
"subType": "abc123",
"transactionTags": ["abc123"],
"transactionid": "abc123",
"type": "abc123",
"uid": "xyz789"
}
Float
Description
The Float
scalar type represents signed double-precision fractional values as specified by IEEE 754.
Example
987.65
ID
Description
The ID
scalar type represents a unique identifier, often used to refetch an object or as key for a cache. The ID type appears in a JSON response as a String; however, it is not intended to be human-readable. When expected as an input type, any string (such as "4"
) or integer (such as 4
) input value will be accepted as an ID.
Example
4
Image
Description
Represents an Image.
Fields
Field Name | Description |
---|---|
url - URL | The URL for the Image. |
Example
{"url": "http://www.test.com/"}
Institution
Int
Description
The Int
scalar type represents non-fractional signed whole numeric values. Int can represent values between -(2^31) and 2^31 - 1.
Example
987
JSON
Description
Represents untyped JSON
Example
{}
MockAccount
Description
Mock Account data.
Fields
Field Name | Description |
---|---|
id - String | ID of the Mock Account |
Example
{"id": "xyz789"}
MockConnection
Description
Mock Connection data.
Fields
Field Name | Description |
---|---|
id - String | ID of the Mock Connection |
Example
{"id": "xyz789"}
MockConnectorSession
Description
The Connector configuration for the Mock provider.
Fields
Field Name | Description |
---|---|
connectorStatus - ConnectorStatus! | The status of the Mock Connector Session. |
connectorToken - String | The unique token for the Mock Connector Session. This token must be passed to the connectorMockClose mutation. |
Example
{
"connectorStatus": "ABORT",
"connectorToken": "xyz789"
}
MockTransaction
Description
Mock Transaction data.
Fields
Field Name | Description |
---|---|
id - String | ID of the Mock Transaction |
Example
{"id": "abc123"}
MxAccount
Description
MX Account data.
Fields
Field Name | Description |
---|---|
accountNumber - String | The account number associated with the account. This will typically be a masked or partial account number. |
accountOwnership - String | |
annuityPolicyToDate - String | |
annuityProvider - String | |
annuityTermYear - Float | |
apr - Float | The annual percentage rate associated with the account. |
apy - Float | The annual percentage yield associated with the account. |
availableBalance - Float | The balance that is available for use in asset accounts like checking and savings. PENDING transactions are typically taken into account with the available balance, but this may not always be the case. available_balance will usually be a positive value for all account types, determined in the same way as the balance field. |
availableCredit - Float | The amount of credit available for use in liability accounts like credit cards and lines of credit. PENDING transactions are typically taken into account with available credit, but this may not always be the case. available_credit will usually be a positive value for all account types, determined in the same way as the balance field. |
balance - Float | The current balance of the account. PENDING transactions are typically not taken into account with the current balance, but this may not always be the case. This is the value used for the account balance displayed in MX UIs. The balance will usually be a positive value for all account types. Asset-type accounts (CHECKING, SAVINGS, INVESTMENT) may have a negative balance if they are in overdraft. Debt-type accounts (CREDIT_CARD, LOAN, LINE_OF_CREDIT, MORTGAGE) may have a negative balance if they are overpaid. |
cashBalance - Float | The cash balance of the account. |
cashSurrenderValue - Float | The sum of money paid to the policyholder or annuity holder in the event the policy is voluntarily terminated before it matures, or the insured event occurs. |
createdAt - String! | The date and time at which the account was created on the MX Platform. |
creditLimit - Float | The credit limit associated with the account. |
currencyCode - String | The three-character ISO 4217 currency code. |
dayPaymentIsDue - Int | The day of the month the payment is due. For example, the 14th is passed as 14. |
deathBenefit - Int | The amount paid to the beneficiary of the account upon death of the account owner. |
guid - String | The unique identifier for the account. Defined by MX. |
holdingsValue - Float | The sum of all long holdings within this account, not including any that are shorted and not including cash. |
id - String | The unique partner-defined identifier for the account |
importedAt - String | The date and time at which the account was last successfully aggregated and received data. |
institutionCode - String | A unique identifier for the institution associated with this account. Defined by MX. |
insuredName - String | The name of the insured individual. |
interestRate - Float | The interest rate associated with the account. |
isClosed - Boolean | This indicates whether an account has been closed. |
isHidden - Boolean | This indicates whether the account is hidden. Defaults to false . |
isManual - Boolean | |
lastPayment - Float | The date and time of the most recent payment on the account. |
lastPaymentAt - String | The amount of the most recent payment on the account. |
loanAmount - Float | The amount of the loan associated with the account. |
marginBalance - Float | |
maturesOn - String | The date on which the account matures. |
memberGuid - String | The unique identifier for the member associated with the account. Defined by MX. |
memberId - String | The unique, partner-defined, identifier for the member associated with this account. |
memberIsManagedByUser - Boolean | This indicates whether the associated member is managed by the user or the MX partner. Members created with the managed member feature will have this field set to false. |
metadata - String | Additional information a partner can store on the account. |
minimumBalance - Float | The minimum balance associated with the account. |
minimumPayment - Float | The minimum payment required for an account. This can apply to any debt account. |
name - String | The human-readable name for the account. |
nickname - String | An alternate name for the account. |
originalBalance - Float | The original balance associated with the account. This will always be positive. |
payOutAmount - Float | The amount paid out to the insured individual or beneficiary under the conditions of the insurance policy. |
paymentDueAt - String | The date and time at which the next payment is due on the account. |
payoffBalance - Float | The payoff balance for a debt account. This will normally be a positive number. |
premiumAmount - Float | The insurance policy’s premium amount. |
propertyType - String | |
routingNumber - String | The routing number for the account. |
startedOn - String | The date on which a debt account was started. |
subtype - String | The account’s subtype, e.g., PLAN_401_K, MONEY_MARKET, or HOME_EQUITY. |
todayUglAmount - Float | |
todayUglPercentage - Float | |
totalAccountValue - Float | The total value of the account. |
type - String | The general or parent type of the account. |
updatedAt - String | The date and time at which the account was most recently updated. |
userGuid - String | The unique identifier for the user associated with the account. Defined by MX. |
userId - String | The unique, partner-defined, identifier for the user associated with this account. |
Example
{
"accountNumber": "abc123",
"accountOwnership": "xyz789",
"annuityPolicyToDate": "abc123",
"annuityProvider": "xyz789",
"annuityTermYear": 123.45,
"apr": 123.45,
"apy": 987.65,
"availableBalance": 123.45,
"availableCredit": 987.65,
"balance": 123.45,
"cashBalance": 123.45,
"cashSurrenderValue": 123.45,
"createdAt": "abc123",
"creditLimit": 987.65,
"currencyCode": "xyz789",
"dayPaymentIsDue": 123,
"deathBenefit": 987,
"guid": "xyz789",
"holdingsValue": 987.65,
"id": "xyz789",
"importedAt": "xyz789",
"institutionCode": "abc123",
"insuredName": "xyz789",
"interestRate": 987.65,
"isClosed": true,
"isHidden": true,
"isManual": false,
"lastPayment": 123.45,
"lastPaymentAt": "xyz789",
"loanAmount": 123.45,
"marginBalance": 987.65,
"maturesOn": "xyz789",
"memberGuid": "abc123",
"memberId": "xyz789",
"memberIsManagedByUser": true,
"metadata": "xyz789",
"minimumBalance": 123.45,
"minimumPayment": 987.65,
"name": "abc123",
"nickname": "xyz789",
"originalBalance": 123.45,
"payOutAmount": 987.65,
"paymentDueAt": "xyz789",
"payoffBalance": 987.65,
"premiumAmount": 987.65,
"propertyType": "abc123",
"routingNumber": "xyz789",
"startedOn": "abc123",
"subtype": "abc123",
"todayUglAmount": 123.45,
"todayUglPercentage": 123.45,
"totalAccountValue": 123.45,
"type": "abc123",
"updatedAt": "xyz789",
"userGuid": "abc123",
"userId": "abc123"
}
MxAccountOwner
Description
MX Account Owner data.
Fields
Field Name | Description |
---|---|
accountGuid - String | The unique identifier for the account associated with the account owner. Defined by MX. |
address - String | The account owner's street address. |
city - String | The account owner's city. |
country - String | The account owner's country. |
email - String | The account owner's email address. |
firstName - String | The account owner's first name. This may also include a middle name. This field will be null unless name splitting has been enabled. Contact MX to have this feature enabled. |
guid - String | The unique identifier for the account owner. Defined by MX. |
lastName - String | The account owner's last name. This field will be null unless name splitting has been enabled. Contact MX to have this feature enabled. |
memberGuid - String | The unique identifier for the member associated with the account owner. Defined by MX. |
ownerName - String | The account owner's name. |
phone - String | The account owner's phone number. |
postalCode - String | The account owner's postal code. |
state - String | The account owner's state. |
userGuid - String | The unique identifier for the user associated with the account owner. Defined by MX. |
Example
{
"accountGuid": "abc123",
"address": "abc123",
"city": "abc123",
"country": "abc123",
"email": "abc123",
"firstName": "abc123",
"guid": "abc123",
"lastName": "abc123",
"memberGuid": "xyz789",
"ownerName": "xyz789",
"phone": "abc123",
"postalCode": "abc123",
"state": "abc123",
"userGuid": "xyz789"
}
MxConnection
Description
MX Member data.
Fields
Field Name | Description |
---|---|
aggregatedAt - String | The date and time the most recent aggregation-type job was started, given in ISO 8601 format with a time component. A job will automatically be started when a member is created or its credentials are updated, unless the skip_aggregation parameter is used. Jobs can also be started via manual aggregations, background aggregations, API endpoints, or when opening an MX widget. A job can be a normal aggregation, or a premium job such as identification, verification, fetching statements, or fetching an extended transaction history. |
backgroundAggregationIsDisabled - Boolean! | This indicates whether background aggregation is disabled for the member. |
connectionStatus - String | This indicates the state of a member’s aggregation. See member connection statuses for more information. |
guid - String | The unique identifier for the member. Defined by MX. |
id - String | The partner-defined unique identifier for the member. |
institutionCode - String | The unique identifier for the institution associated with the member. Defined by MX. |
isBeingAggregated - Boolean | This indicates whether the member was being aggregated at the time of the request. |
isManagedByUser - Boolean | This indicates whether the member is managed by the user or the MX partner. Members created with the managed member feature will have this field set to false. |
isOauth - Boolean | This indicates whether the member uses OAuth to authenticate. Defaults to false . |
metadata - String | Additional information you can store on this member. |
name - String | The name of the member. |
oauthWindowUri - String | |
successfullyAggregatedAt - String | The date and time the member was last successfully aggregated. |
userGuid - String | The unique identifier for the user associated with the member. Defined by MX. |
userId - String | The unique partner-defined identifier for the user associated with the member. |
Example
{
"aggregatedAt": "xyz789",
"backgroundAggregationIsDisabled": false,
"connectionStatus": "xyz789",
"guid": "xyz789",
"id": "xyz789",
"institutionCode": "xyz789",
"isBeingAggregated": true,
"isManagedByUser": false,
"isOauth": true,
"metadata": "xyz789",
"name": "abc123",
"oauthWindowUri": "abc123",
"successfullyAggregatedAt": "abc123",
"userGuid": "xyz789",
"userId": "abc123"
}
MxConnectorSession
Description
The Connector configuration for MX Connect.
Fields
Field Name | Description |
---|---|
connectorStatus - ConnectorStatus! | The status of the MX Connector Session. |
connectorToken - String | The unique token for the MX Connector Session. This token must be passed to the connectorMxClose mutation after the user completes the MX Connect flow. |
type - String | |
url - String | The MX Connect Widget URL. |
Example
{
"connectorStatus": "ABORT",
"connectorToken": "xyz789",
"type": "xyz789",
"url": "abc123"
}
MxEnrichedTransaction
Description
MX Enriched Transaction data.
Fields
Field Name | Description |
---|---|
amount - Float | The monetary amount of the transaction. |
categorizedBy - Int | The method used to determine the category assigned to the transaction |
category - String | The category of the transaction. |
categoryGuid - String | The unique identifier for the category assigned to the transaction. |
describedBy - Int | The method used to describe the transaction |
description - String | A human-readable version of the original_description field described below, e.g., “Sam’s Club,” “Johnny’s Tavern.” This is provided by the MX Platform. |
extendedTransactionType - String | The transaction type assigned by the partner. |
id - String | The unique partner-defined identifier for the transaction. This can only be set for partner-managed transactions. It should be ignored for user-managed transactions, even in occasional cases where it may return with a value. |
isBillPay - Boolean | This indicates whether the transaction represents a bill pay. |
isDirectDeposit - Boolean | This indicates whether the transaction represents a direct deposit. |
isExpense - Boolean | This indicates whether the transaction represents an expense. |
isFee - Boolean | This indicates whether the transaction represents a fee. |
isIncome - Boolean | This indicates whether the transaction represents income. |
isInternational - Boolean | If the transaction is international as defined by the data provider, this field will be true. If the data provider determines it is not international then it will be false. It will be null if the data provider does not have this information. |
isOverdraftFee - Boolean | This indicates whether the transaction represents an overdraft fee. |
isPayrollAdvance - Boolean | This indicates whether the transaction represents a payroll advance. |
isSubscription - Boolean | This indicates whether the transaction represents a payment for a subscription service such as Netflix or Audible. |
memo - String | This field contains additional descriptive information about the transaction. |
merchantCategoryCode - Int | The ISO 18245 category code for the transaction. |
merchantGuid - String | The unique identifier for the merchant associated with this transaction. Defined by MX. |
merchantLocationGuid - String | The unique identifier for the merchant_location associated with this transaction. Defined by MX. |
originalDescription - String | The original description of the transaction as provided by our data feed. See description above for more information. |
type - String | The type of transaction. This will be either CREDIT or DEBIT. |
Example
{
"amount": 987.65,
"categorizedBy": 987,
"category": "abc123",
"categoryGuid": "abc123",
"describedBy": 123,
"description": "xyz789",
"extendedTransactionType": "abc123",
"id": "xyz789",
"isBillPay": true,
"isDirectDeposit": true,
"isExpense": false,
"isFee": false,
"isIncome": true,
"isInternational": true,
"isOverdraftFee": true,
"isPayrollAdvance": false,
"isSubscription": false,
"memo": "abc123",
"merchantCategoryCode": 987,
"merchantGuid": "xyz789",
"merchantLocationGuid": "xyz789",
"originalDescription": "abc123",
"type": "xyz789"
}
MxMutationError
Description
An MX API error encountered while executing the mutation.
Example
{
"message": "abc123",
"status": "xyz789",
"type": "abc123"
}
MxTransaction
Description
MX Transaction data.
Fields
Field Name | Description |
---|---|
accountGuid - String | The unique identifier for the account associated with the transaction. Defined by MX. |
accountId - String | The unique partner-defined identifier for the account associated with the transaction. This can only be set for partner-managed accounts. It should be ignored for user-managed transactions, even in occasional cases where it may return with a value. |
amount - Float | The monetary amount of the transaction. |
category - String | The category of the transaction. |
categoryGuid - String | The unique identifier for the category assigned to the transaction. |
checkNumberString - String | The check number for the transaction. |
createdAt - String | The date and time the transaction was created. |
currencyCode - String | The three-character ISO 4217 currency code, e.g. USD. |
date - String | The date on which the transaction took place. This is the field used when searching for transactions by date. This field is generally the same as transacted_at, but uses posted_at as a fallback. |
description - String | A human-readable version of the original_description field described below, e.g., “Sam’s Club,” “Johnny’s Tavern.” This is provided by the MX Platform. |
extendedTransactionType - String | The transaction type assigned by the partner. |
guid - String | The unique identifier for the transaction. Defined by MX. |
id - String | The unique partner-defined identifier for the transaction. This can only be set for partner-managed transactions. It should be ignored for user-managed transactions, even in occasional cases where it may return with a value. |
isBillPay - Boolean | This indicates whether the transaction represents a bill pay. |
isDirectDeposit - Boolean | This indicates whether the transaction represents a direct deposit. |
isExpense - Boolean | This indicates whether the transaction represents an expense. |
isFee - Boolean | This indicates whether the transaction represents a fee. |
isIncome - Boolean | This indicates whether the transaction represents income. |
isInternational - Boolean | If the transaction is international as defined by the data provider, this field will be true. If the data provider determines it is not international then it will be false. It will be null if the data provider does not have this information. |
isOverdraftFee - Boolean | This indicates whether the transaction represents an overdraft fee. |
isPayrollAdvance - Boolean | This indicates whether the transaction represents a payroll advance. |
isRecurring - Boolean | This indicates whether a transaction is a recurring credit or debit. |
isSubscription - Boolean | This indicates whether the transaction represents a payment for a subscription service such as Netflix or Audible. |
latitude - Float | The latitude of the location where the transaction occurred. The number is a signed decimal (e.g. Rio de Janeiro’s latitude is -22.9027800 and Tokyo’s latitude is 35.689488). |
localizedDescription - String | A human-readable description of the transaction, provided in a local language. |
localizedMemo - String | Additional descriptive information about the transaction, provided in a local language. |
longitude - Float | The longitude of the location where the transaction occurred. The number is a signed decimal (e.g. Rio de Janeiro’s longitude is -43.2075000 and Tokyo’s longitude is 139.691706). |
memberGuid - String | The unique identifier for the member associated with the transaction Defined by MX. |
memberIsManagedByUser - Boolean | This indicates whether the associated member is managed by the user or the MX partner. Members created with the managed member feature will have this field set to false. |
memo - String | This field contains additional descriptive information about the transaction. |
merchantCategoryCode - Int | The ISO 18245 category code for the transaction. |
merchantGuid - String | The unique identifier for the merchant associated with this transaction. Defined by MX. |
merchantLocationGuid - String | The unique identifier for the merchant_location associated with this transaction. Defined by MX. |
metadata - String | Custom data |
originalDescription - String | The original description of the transaction as provided by our data feed. See description above for more information. |
postedAt - String | The date and time the transaction was posted to the account. |
status - String | The status of the transaction. This will be either POSTED or PENDING. |
topLevelCategory - String | The parent category assigned to this transaction’s category. |
transactedAt - String | The date and time the transaction took place. |
type - String | The type of transaction. This will be either CREDIT or DEBIT. |
updatedAt - String | The date and time the transaction was last updated. |
userGuid - String | The unique identifier for the user associated with this transaction. Defined by MX. |
userId - String | The unique partner-defined identifier for the user associated with the transaction. |
Example
{
"accountGuid": "abc123",
"accountId": "abc123",
"amount": 123.45,
"category": "xyz789",
"categoryGuid": "xyz789",
"checkNumberString": "abc123",
"createdAt": "xyz789",
"currencyCode": "abc123",
"date": "abc123",
"description": "abc123",
"extendedTransactionType": "abc123",
"guid": "abc123",
"id": "xyz789",
"isBillPay": true,
"isDirectDeposit": true,
"isExpense": true,
"isFee": true,
"isIncome": false,
"isInternational": false,
"isOverdraftFee": false,
"isPayrollAdvance": true,
"isRecurring": true,
"isSubscription": true,
"latitude": 123.45,
"localizedDescription": "abc123",
"localizedMemo": "xyz789",
"longitude": 987.65,
"memberGuid": "xyz789",
"memberIsManagedByUser": false,
"memo": "xyz789",
"merchantCategoryCode": 987,
"merchantGuid": "abc123",
"merchantLocationGuid": "abc123",
"metadata": "abc123",
"originalDescription": "xyz789",
"postedAt": "abc123",
"status": "abc123",
"topLevelCategory": "abc123",
"transactedAt": "abc123",
"type": "xyz789",
"updatedAt": "xyz789",
"userGuid": "xyz789",
"userId": "xyz789"
}
NtropyEnrichedTransaction
Description
Ntropy Enrichment data.
Fields
Field Name | Description |
---|---|
labels - [String!] | Labels |
location - String | Location |
locationStructured - NtropySharedLocationStructuredPublic | LocationStructuredPublic |
logo - String | Logo |
mcc - [Int!] | Mcc |
merchant - String | Merchant |
merchantId - String | Merchant Id |
person - String | Person |
recurrence - NtropySharedRecurrence | An enumeration. |
recurrenceGroup - NtropySharedRecurrenceGroup | RecurrenceGroup |
recurrenceGroupId - String | Recurrence Group Id |
transactionId - String | Transaction Id |
transactionType - NtropySharedTransaction | An enumeration. |
website - String | Website |
Example
{
"labels": ["abc123"],
"location": "abc123",
"locationStructured": NtropySharedLocationStructuredPublic,
"logo": "abc123",
"mcc": [123],
"merchant": "abc123",
"merchantId": "abc123",
"person": "abc123",
"recurrence": "ONE_OFF",
"recurrenceGroup": NtropySharedRecurrenceGroup,
"recurrenceGroupId": "abc123",
"transactionId": "abc123",
"transactionType": "BUSINESS",
"website": "abc123"
}
PageInfo
Description
Information about pagination in a connection.
Fields
Field Name | Description |
---|---|
endCursor - String | When paginating forwards, the cursor to continue. |
hasNextPage - Boolean! | When paginating forwards, are there more items? |
hasPreviousPage - Boolean! | When paginating backwards, are there more items? |
startCursor - String | When paginating backwards, the cursor to continue. |
Example
{
"endCursor": "abc123",
"hasNextPage": false,
"hasPreviousPage": false,
"startCursor": "xyz789"
}
PlaidAPR
Description
Information about the APR on the account.
Fields
Field Name | Description |
---|---|
aprPercentage - Float! | Annual Percentage Rate applied. |
aprType - String! | The type of balance to which the APR applies. |
balanceSubjectToApr - Float | Amount of money that is subjected to the APR if a balance was carried beyond payment due date. How it is calculated can vary by card issuer. It is often calculated as an average daily balance. |
interestChargeAmount - Float | Amount of money charged due to interest from last statement. |
Example
{
"aprPercentage": 123.45,
"aprType": "abc123",
"balanceSubjectToApr": 123.45,
"interestChargeAmount": 987.65
}
PlaidAccount
Description
Plaid Account data.
Fields
Field Name | Description |
---|---|
accountId - String! | Plaid’s unique identifier for the account. This value will not change unless Plaid can't reconcile the account with the data returned by the financial institution. This may occur, for example, when the name of the account changes. If this happens a new The If an account with a specific Like all Plaid identifiers, the |
balances - PlaidAccountBalance! | A set of fields describing the balance for an account. Balance information may be cached unless the balance object was returned by /accounts/balance/get . |
mask - String | The last 2-4 alphanumeric characters of an account's official account number. Note that the mask may be non-unique between an Item's accounts, and it may also not match the mask that the bank displays to the user. |
name - String! | The name of the account, either assigned by the user or by the financial institution itself |
officialName - String | The official name of the account as given by the financial institution |
persistentAccountId - String | A unique and persistent identifier for accounts that can be used to trace multiple instances of the same account across different Items for depository accounts. This is currently an opt-in field and only supported for Chase Items. |
subtype - String | See the Account type schema for a full listing of account types and corresponding subtypes. |
type - String! |
See the Account type schema for a full listing of account types and corresponding subtypes. |
verificationStatus - String | The current verification status of an Auth Item initiated through Automated or Manual micro-deposits. Returned for Auth Items only.
|
Example
{
"accountId": "xyz789",
"balances": PlaidAccountBalance,
"mask": "abc123",
"name": "xyz789",
"officialName": "xyz789",
"persistentAccountId": "xyz789",
"subtype": "xyz789",
"type": "abc123",
"verificationStatus": "xyz789"
}
PlaidAccountBalance
Description
A set of fields describing the balance for an account. Balance information may be cached unless the balance object was returned by /accounts/balance/get
.
Fields
Field Name | Description |
---|---|
available - Float | The amount of funds available to be withdrawn from the account, as determined by the financial institution. For For For Note that not all institutions calculate the Available balance may be cached and is not guaranteed to be up-to-date in realtime unless the value was returned by If |
current - Float | The total amount of funds in or owed by the account. For For For Note that balance information may be cached unless the value was returned by When returned by |
isoCurrencyCode - String | The ISO-4217 currency code of the balance. Always null if unofficial_currency_code is non-null. |
lastUpdatedDatetime - DateTime | Timestamp in ISO 8601 format ( This is currently only provided when the |
limit - Float | For For In North America, this field is typically only available for |
unofficialCurrencyCode - String | The unofficial currency code associated with the balance. Always null if See the currency code schema for a full listing of supported |
Example
{
"available": 987.65,
"current": 987.65,
"isoCurrencyCode": "xyz789",
"lastUpdatedDatetime": "2007-12-03T10:15:30Z",
"limit": 987.65,
"unofficialCurrencyCode": "xyz789"
}
PlaidAccountIdentity
Description
Plaid Account Identity data.
Fields
Field Name | Description |
---|---|
accountId - String! | Plaid’s unique identifier for the account. This value will not change unless Plaid can't reconcile the account with the data returned by the financial institution. This may occur, for example, when the name of the account changes. If this happens a new The If an account with a specific Like all Plaid identifiers, the |
balances - PlaidAccountBalance! | A set of fields describing the balance for an account. Balance information may be cached unless the balance object was returned by /accounts/balance/get . |
mask - String | The last 2-4 alphanumeric characters of an account's official account number. Note that the mask may be non-unique between an Item's accounts, and it may also not match the mask that the bank displays to the user. |
name - String! | The name of the account, either assigned by the user or by the financial institution itself |
officialName - String | The official name of the account as given by the financial institution |
owners - [PlaidOwner!] | Data returned by the financial institution about the account owner or owners. Only returned by Identity or Assets endpoints. For business accounts, the name reported may be either the name of the individual or the name of the business, depending on the institution. Multiple owners on a single account will be represented in the same owner object, not in multiple owner objects within the array. In API versions 2018-05-22 and earlier, the owners object is not returned, and instead identity information is returned in the top level identity object. For more details, see Plaid API versioning |
persistentAccountId - String | A unique and persistent identifier for accounts that can be used to trace multiple instances of the same account across different Items for depository accounts. This is currently an opt-in field and only supported for Chase Items. |
subtype - String | See the Account type schema for a full listing of account types and corresponding subtypes. |
type - String! |
See the Account type schema for a full listing of account types and corresponding subtypes. |
verificationStatus - String | The current verification status of an Auth Item initiated through Automated or Manual micro-deposits. Returned for Auth Items only.
|
Example
{
"accountId": "xyz789",
"balances": PlaidAccountBalance,
"mask": "abc123",
"name": "abc123",
"officialName": "abc123",
"owners": [PlaidOwner],
"persistentAccountId": "abc123",
"subtype": "abc123",
"type": "abc123",
"verificationStatus": "xyz789"
}
PlaidAddress
Description
A physical mailing address.
Fields
Field Name | Description |
---|---|
data - PlaidAddressData! | Data about the components comprising an address. |
primary - Boolean! | When true , identifies the address as the primary address on an account. |
Example
{"data": PlaidAddressData, "primary": false}
PlaidAddressData
Description
Data about the components comprising an address.
Fields
Field Name | Description |
---|---|
city - String | The full city name |
country - String | The ISO 3166-1 alpha-2 country code |
postalCode - String | The postal code. In API versions 2018-05-22 and earlier, this field is called zip . |
region - String | The region or state. In API versions 2018-05-22 and earlier, this field is called state . Example: "NC" |
street - String! | The full street address Example: "564 Main Street, APT 15" |
Example
{
"city": "xyz789",
"country": "abc123",
"postalCode": "abc123",
"region": "abc123",
"street": "xyz789"
}
PlaidConnection
Description
Plaid Item data.
Fields
Field Name | Description |
---|---|
availableProducts - [String!]! | A list of products available for the Item that have not yet been accessed. The contents of this array will be mutually exclusive with billed_products . |
billedProducts - [String!]! | A list of products that have been billed for the Item. The contents of this array will be mutually exclusive with available_products . Note - billed_products is populated in all environments but only requests in Production are billed. Also note that products that are billed on a pay-per-call basis rather than a pay-per-Item basis, such as balance , will not appear here. |
consentExpirationTime - DateTime | The RFC 3339 timestamp after which the consent provided by the end user will expire. Upon consent expiration, the item will enter the Note - This is only relevant for certain OAuth-based institutions. For all other institutions, this field will be null. |
consentedProducts - [String!] | Beta: A list of products that have gone through consent collection for the Item. Only present for those enabled in the beta. |
error - PlaidError | We use standard HTTP response codes for success and failure notifications, and our errors are further classified by error_type . In general, 200 HTTP codes correspond to success, 40X codes are for developer- or user-related failures, and 50X codes are for Plaid-related issues. An Item with a non-null error object will only be part of an API response when calling /item/get to view Item status. Otherwise, error fields will be null if no error has occurred; if an error has occurred, an error code will be returned instead. |
institutionId - String | The Plaid Institution ID associated with the Item. Field is null for Items created via Same Day Micro-deposits. |
itemId - String! | The Plaid Item ID. The item_id is always unique; linking the same account at the same institution twice will result in two Items with different item_id values. Like all Plaid identifiers, the item_id is case-sensitive. |
products - [String!]! | A list of authorized products for the Item. |
updateType - String! | Indicates whether an Item requires user interaction to be updated, which can be the case for Items with some forms of two-factor authentication.
|
webhook - String | The URL registered to receive webhooks for the Item. |
Example
{
"availableProducts": ["abc123"],
"billedProducts": ["xyz789"],
"consentExpirationTime": "2007-12-03T10:15:30Z",
"consentedProducts": ["xyz789"],
"error": PlaidError,
"institutionId": "xyz789",
"itemId": "abc123",
"products": ["abc123"],
"updateType": "abc123",
"webhook": "xyz789"
}
PlaidConnectorSession
Description
The Connector configuration for Plaid Link.
Fields
Field Name | Description |
---|---|
connectorStatus - ConnectorStatus! | The status of the Plaid Connector Session. |
connectorToken - String | The unique token for the Plaid Connector Session. This token must be passed to the connectorPlaidClose mutation after the user completes the Plaid Link flow. |
expiration - DateTime | The expiration date for the link_token , in ISO 8601 format. A link_token created to generate a public_token that will be exchanged for a new access_token expires after 4 hours. A link_token created for an existing Item (such as when updating an existing access_token by launching Link in update mode) expires after 30 minutes. |
linkToken - String | A link_token , which can be supplied to Link in order to initialize it and receive a public_token , which can be exchanged for an access_token . |
requestId - String | A unique identifier for the request, which can be used for troubleshooting. This identifier, like all Plaid identifiers, is case sensitive. |
Example
{
"connectorStatus": "ABORT",
"connectorToken": "xyz789",
"expiration": "2007-12-03T10:15:30Z",
"linkToken": "xyz789",
"requestId": "abc123"
}
PlaidCreditFilter
Description
A filter to apply to credit
-type accounts
Fields
Input Field | Description |
---|---|
accountSubtypes - [String!] | An array of account subtypes to display in Link. If not specified, all account subtypes will be shown. For a full list of valid types and subtypes, see the Account schema. |
Example
{"accountSubtypes": ["abc123"]}
PlaidDepositoryFilter
Description
A filter to apply to depository
-type accounts
Fields
Input Field | Description |
---|---|
accountSubtypes - [String!] | An array of account subtypes to display in Link. If not specified, all account subtypes will be shown. For a full list of valid types and subtypes, see the Account schema. |
Example
{"accountSubtypes": ["xyz789"]}
PlaidEmail
Description
An object representing an email address
Example
{
"data": "xyz789",
"primary": false,
"type": "xyz789"
}
PlaidError
Description
We use standard HTTP response codes for success and failure notifications, and our errors are further classified by error_type
. In general, 200 HTTP codes correspond to success, 40X codes are for developer- or user-related failures, and 50X codes are for Plaid-related issues. An Item with a non-null
error object will only be part of an API response when calling /item/get
to view Item status. Otherwise, error fields will be null
if no error has occurred; if an error has occurred, an error code will be returned instead.
Fields
Field Name | Description |
---|---|
causes - [String!] | In the Assets product, a request can pertain to more than one Item. If an error is returned for such a request,
|
displayMessage - String | A user-friendly representation of the error code. This may change over time and is not safe for programmatic use. |
documentationUrl - String | The URL of a Plaid documentation page with more information about the error |
errorCode - String! | The particular error code. Safe for programmatic use. |
errorMessage - String! | A developer-friendly representation of the error code. This may change over time and is not safe for programmatic use. |
errorType - String! | A broad categorization of the error. Safe for programmatic use. |
requestId - String | A unique ID identifying the request, to be used for troubleshooting purposes. This field will be omitted in errors provided by webhooks. |
status - Float | The HTTP status code associated with the error. This will only be returned in the response body when the error information is provided via a webhook. |
suggestedAction - String | Suggested steps for resolving the error |
Example
{
"causes": ["xyz789"],
"displayMessage": "abc123",
"documentationUrl": "abc123",
"errorCode": "abc123",
"errorMessage": "xyz789",
"errorType": "xyz789",
"requestId": "abc123",
"status": 987.65,
"suggestedAction": "abc123"
}
PlaidHolding
Description
A securities holding at an institution.
Fields
Field Name | Description |
---|---|
accountId - String! | The Plaid account_id associated with the holding. |
costBasis - Float | The original total value of the holding. This field is calculated by Plaid as the sum of the purchase price of all of the shares in the holding. |
institutionPrice - Float! | The last price given by the institution for this security. |
institutionPriceAsOf - Date | The date at which institution_price was current. |
institutionPriceDatetime - DateTime | Date and time at which This field is returned for select financial institutions and comes as provided by the institution. It may contain default time values (such as 00:00:00). |
institutionValue - Float! | The value of the holding, as reported by the institution. |
isoCurrencyCode - String | The ISO-4217 currency code of the holding. Always null if unofficial_currency_code is non-null . |
quantity - Float! | The total quantity of the asset held, as reported by the financial institution. If the security is an option, quantity will reflect the total number of options (typically the number of contracts multiplied by 100), not the number of contracts. |
securityId - String! | The Plaid security_id associated with the holding. Security data is not specific to a user's account; any user who held the same security at the same financial institution at the same time would have identical security data. The security_id for the same security will typically be the same across different institutions, but this is not guaranteed. The security_id does not typically change, but may change if inherent details of the security change due to a corporate action, for example, in the event of a ticker symbol change or CUSIP change. |
unofficialCurrencyCode - String | The unofficial currency code associated with the holding. Always See the currency code schema for a full listing of supported |
Example
{
"accountId": "abc123",
"costBasis": 123.45,
"institutionPrice": 987.65,
"institutionPriceAsOf": "2007-12-03",
"institutionPriceDatetime": "2007-12-03T10:15:30Z",
"institutionValue": 987.65,
"isoCurrencyCode": "abc123",
"quantity": 123.45,
"securityId": "xyz789",
"unofficialCurrencyCode": "xyz789"
}
PlaidInvestmentFilter
Description
A filter to apply to investment
-type accounts (or brokerage
-type accounts for API versions 2018-05-22 and earlier).
Fields
Input Field | Description |
---|---|
accountSubtypes - [String!] | An array of account subtypes to display in Link. If not specified, all account subtypes will be shown. For a full list of valid types and subtypes, see the Account schema. |
Example
{"accountSubtypes": ["abc123"]}
PlaidInvestmentTransaction
Description
A transaction within an investment account.
Fields
Field Name | Description |
---|---|
accountId - String! | The account_id of the account against which this transaction posted. |
amount - Float! | The complete value of the transaction. Positive values when cash is debited, e.g. purchases of stock; negative values when cash is credited, e.g. sales of stock. Treatment remains the same for cash-only movements unassociated with securities. |
cancelTransactionId - String | A legacy field formerly used internally by Plaid to identify certain canceled transactions. |
date - Date! | The ISO 8601 posting date for the transaction. |
fees - Float | The combined value of all fees applied to this transaction |
investmentTransactionId - String! | The ID of the Investment transaction, unique across all Plaid transactions. Like all Plaid identifiers, the investment_transaction_id is case sensitive. |
isoCurrencyCode - String | The ISO-4217 currency code of the transaction. Always null if unofficial_currency_code is non-null . |
name - String! | The institution’s description of the transaction. |
price - Float! | The price of the security at which this transaction occurred. |
quantity - Float! | The number of units of the security involved in this transaction. Positive for buy transactions; negative for sell transactions. |
securityId - String | The security_id to which this transaction is related. |
subtype - String! | For descriptions of possible transaction types and subtypes, see the Investment transaction types schema. |
type - String! | Value is one of the following: For descriptions of possible transaction types and subtypes, see the Investment transaction types schema. |
unofficialCurrencyCode - String | The unofficial currency code associated with the holding. Always See the currency code schema for a full listing of supported |
Example
{
"accountId": "abc123",
"amount": 123.45,
"cancelTransactionId": "xyz789",
"date": "2007-12-03",
"fees": 123.45,
"investmentTransactionId": "xyz789",
"isoCurrencyCode": "xyz789",
"name": "abc123",
"price": 987.65,
"quantity": 123.45,
"securityId": "xyz789",
"subtype": "abc123",
"type": "abc123",
"unofficialCurrencyCode": "abc123"
}
PlaidInvestmentsHoldings
Description
Plaid Investments Holdings data.
Fields
Field Name | Description |
---|---|
holdings - [PlaidHolding!]! | The holdings belonging to investment accounts associated with the Item. Details of the securities in the holdings are provided in the securities field. |
securities - [PlaidSecurity!]! | Objects describing the securities held in the accounts associated with the Item. |
Example
{
"holdings": [PlaidHolding],
"securities": [PlaidSecurity]
}
PlaidInvestmentsTransactions
Description
Plaid Investments Transactions data.
Fields
Field Name | Description |
---|---|
investmentTransactions - [PlaidInvestmentTransaction!]! | The transactions being fetched |
securities - [PlaidSecurity!]! | All securities for which there is a corresponding transaction being fetched. |
Example
{
"investmentTransactions": [PlaidInvestmentTransaction],
"securities": [PlaidSecurity]
}
PlaidLiabilities
Description
Plaid Liabilities data.
Fields
Field Name | Description |
---|---|
credit - [PlaidLiabilitiesCredit!] | The credit card account details. |
mortgage - [PlaidLiabilitiesMortgage!] | The mortgage account details. |
student - [PlaidLiabilitiesStudent!] | The student loan account details. |
Example
{
"credit": [PlaidLiabilitiesCredit],
"mortgage": [PlaidLiabilitiesMortgage],
"student": [PlaidLiabilitiesStudent]
}
PlaidLiabilitiesCredit
Description
An object representing a credit card account.
Fields
Field Name | Description |
---|---|
accountId - String | The ID of the account that this liability belongs to. |
aprs - [PlaidAPR!]! | The various interest rates that apply to the account. APR information is not provided by all card issuers; if APR data is not available, this array will be empty. |
isOverdue - Boolean | true if a payment is currently overdue. Availability for this field is limited. |
lastPaymentAmount - Float | The amount of the last payment. |
lastPaymentDate - Date | The date of the last payment. Dates are returned in an ISO 8601 format (YYYY-MM-DD). Availability for this field is limited. |
lastStatementBalance - Float | The total amount owed as of the last statement issued |
lastStatementIssueDate - Date | The date of the last statement. Dates are returned in an ISO 8601 format (YYYY-MM-DD). |
minimumPaymentAmount - Float | The minimum payment due for the next billing cycle. |
nextPaymentDueDate - Date | The due date for the next payment. The due date is null if a payment is not expected. Dates are returned in an ISO 8601 format (YYYY-MM-DD). |
Example
{
"accountId": "xyz789",
"aprs": [PlaidAPR],
"isOverdue": true,
"lastPaymentAmount": 123.45,
"lastPaymentDate": "2007-12-03",
"lastStatementBalance": 987.65,
"lastStatementIssueDate": "2007-12-03",
"minimumPaymentAmount": 123.45,
"nextPaymentDueDate": "2007-12-03"
}
PlaidLiabilitiesMortgage
Description
Contains details about a mortgage account.
Fields
Field Name | Description |
---|---|
accountId - String! | The ID of the account that this liability belongs to. |
accountNumber - String! | The account number of the loan. |
currentLateFee - Float | The current outstanding amount charged for late payment. |
escrowBalance - Float | Total amount held in escrow to pay taxes and insurance on behalf of the borrower. |
hasPmi - Boolean | Indicates whether the borrower has private mortgage insurance in effect. |
hasPrepaymentPenalty - Boolean | Indicates whether the borrower will pay a penalty for early payoff of mortgage. |
interestRate - PlaidMortgageInterestRate! | Object containing metadata about the interest rate for the mortgage. |
lastPaymentAmount - Float | The amount of the last payment. |
lastPaymentDate - Date | The date of the last payment. Dates are returned in an ISO 8601 format (YYYY-MM-DD). |
loanTerm - String | Full duration of mortgage as at origination (e.g. 10 year ). |
loanTypeDescription - String | Description of the type of loan, for example conventional , fixed , or variable . This field is provided directly from the loan servicer and does not have an enumerated set of possible values. |
maturityDate - Date | Original date on which mortgage is due in full. Dates are returned in an ISO 8601 format (YYYY-MM-DD). |
nextMonthlyPayment - Float | The amount of the next payment. |
nextPaymentDueDate - Date | The due date for the next payment. Dates are returned in an ISO 8601 format (YYYY-MM-DD). |
originationDate - Date | The date on which the loan was initially lent. Dates are returned in an ISO 8601 format (YYYY-MM-DD). |
originationPrincipalAmount - Float | The original principal balance of the mortgage. |
pastDueAmount - Float | Amount of loan (principal + interest) past due for payment. |
propertyAddress - PlaidMortgagePropertyAddress! | Object containing fields describing property address. |
ytdInterestPaid - Float | The year to date (YTD) interest paid. |
ytdPrincipalPaid - Float | The YTD principal paid. |
Example
{
"accountId": "abc123",
"accountNumber": "xyz789",
"currentLateFee": 123.45,
"escrowBalance": 123.45,
"hasPmi": true,
"hasPrepaymentPenalty": false,
"interestRate": PlaidMortgageInterestRate,
"lastPaymentAmount": 123.45,
"lastPaymentDate": "2007-12-03",
"loanTerm": "abc123",
"loanTypeDescription": "abc123",
"maturityDate": "2007-12-03",
"nextMonthlyPayment": 987.65,
"nextPaymentDueDate": "2007-12-03",
"originationDate": "2007-12-03",
"originationPrincipalAmount": 123.45,
"pastDueAmount": 123.45,
"propertyAddress": PlaidMortgagePropertyAddress,
"ytdInterestPaid": 987.65,
"ytdPrincipalPaid": 123.45
}
PlaidLiabilitiesStudent
Description
Contains details about a student loan account
Fields
Field Name | Description |
---|---|
accountId - String | The ID of the account that this liability belongs to. |
accountNumber - String | The account number of the loan. For some institutions, this may be a masked version of the number (e.g., the last 4 digits instead of the entire number). |
disbursementDates - [Date!] | The dates on which loaned funds were disbursed or will be disbursed. These are often in the past. Dates are returned in an ISO 8601 format (YYYY-MM-DD). |
expectedPayoffDate - Date | The date when the student loan is expected to be paid off. Availability for this field is limited. Dates are returned in an ISO 8601 format (YYYY-MM-DD). |
guarantor - String | The guarantor of the student loan. |
interestRatePercentage - Float! | The interest rate on the loan as a percentage. |
isOverdue - Boolean | true if a payment is currently overdue. Availability for this field is limited. |
lastPaymentAmount - Float | The amount of the last payment. |
lastPaymentDate - Date | The date of the last payment. Dates are returned in an ISO 8601 format (YYYY-MM-DD). |
lastStatementIssueDate - Date | The date of the last statement. Dates are returned in an ISO 8601 format (YYYY-MM-DD). |
loanName - String | The type of loan, e.g., "Consolidation Loans". |
loanStatus - PlaidStudentLoanStatus! | An object representing the status of the student loan |
minimumPaymentAmount - Float | The minimum payment due for the next billing cycle. There are some exceptions: Some institutions require a minimum payment across all loans associated with an account number. Our API presents that same minimum payment amount on each loan. The institutions that do this are: Great Lakes ( ins_116861 ), Firstmark (ins_116295 ), Commonbond Firstmark Services (ins_116950 ), Nelnet (ins_116528 ), EdFinancial Services (ins_116304 ), Granite State (ins_116308 ), and Oklahoma Student Loan Authority (ins_116945 ). Firstmark (ins_116295 ) and Navient (ins_116248 ) will display as $0 if there is an autopay program in effect. |
nextPaymentDueDate - Date | The due date for the next payment. The due date is null if a payment is not expected. A payment is not expected if loan_status.type is deferment , in_school , consolidated , paid in full , or transferred . Dates are returned in an ISO 8601 format (YYYY-MM-DD). |
originationDate - Date | The date on which the loan was initially lent. Dates are returned in an ISO 8601 format (YYYY-MM-DD). |
originationPrincipalAmount - Float | The original principal balance of the loan. |
outstandingInterestAmount - Float | The total dollar amount of the accrued interest balance. For Sallie Mae ( ins_116944 ), this amount is included in the current balance of the loan, so this field will return as null . |
paymentReferenceNumber - String | The relevant account number that should be used to reference this loan for payments. In the majority of cases, payment_reference_number will match account_number, but in some institutions, such as Great Lakes (ins_116861 ), it will be different. |
pslfStatus - PlaidPSLFStatus! | Information about the student's eligibility in the Public Service Loan Forgiveness program. This is only returned if the institution is FedLoan (ins_116527 ). |
repaymentPlan - PlaidStudentRepaymentPlan! | An object representing the repayment plan for the student loan |
sequenceNumber - String | The sequence number of the student loan. Heartland ECSI (ins_116948 ) does not make this field available. |
servicerAddress - PlaidServicerAddressData! | The address of the student loan servicer. This is generally the remittance address to which payments should be sent. |
ytdInterestPaid - Float | The year to date (YTD) interest paid. Availability for this field is limited. |
ytdPrincipalPaid - Float | The year to date (YTD) principal paid. Availability for this field is limited. |
Example
{
"accountId": "xyz789",
"accountNumber": "abc123",
"disbursementDates": ["2007-12-03"],
"expectedPayoffDate": "2007-12-03",
"guarantor": "xyz789",
"interestRatePercentage": 987.65,
"isOverdue": false,
"lastPaymentAmount": 987.65,
"lastPaymentDate": "2007-12-03",
"lastStatementIssueDate": "2007-12-03",
"loanName": "abc123",
"loanStatus": PlaidStudentLoanStatus,
"minimumPaymentAmount": 123.45,
"nextPaymentDueDate": "2007-12-03",
"originationDate": "2007-12-03",
"originationPrincipalAmount": 987.65,
"outstandingInterestAmount": 123.45,
"paymentReferenceNumber": "xyz789",
"pslfStatus": PlaidPSLFStatus,
"repaymentPlan": PlaidStudentRepaymentPlan,
"sequenceNumber": "abc123",
"servicerAddress": PlaidServicerAddressData,
"ytdInterestPaid": 123.45,
"ytdPrincipalPaid": 123.45
}
PlaidLinkTokenAccountFilters
Description
By default, Link will provide limited account filtering: it will only display Institutions that are compatible with all products supplied in the products
parameter of /link/token/create
, and, if auth
is specified in the products
array, will also filter out accounts other than checking
and savings
accounts on the Account Select pane. You can further limit the accounts shown in Link by using account_filters
to specify the account subtypes to be shown in Link. Only the specified subtypes will be shown. This filtering applies to both the Account Select view (if enabled) and the Institution Select view. Institutions that do not support the selected subtypes will be omitted from Link. To indicate that all subtypes should be shown, use the value "all"
. If the account_filters
filter is used, any account type for which a filter is not specified will be entirely omitted from Link. For a full list of valid types and subtypes, see the Account schema.
For institutions using OAuth, the filter will not affect the list of accounts shown by the bank in the OAuth window.
Fields
Input Field | Description |
---|---|
credit - PlaidCreditFilter | A filter to apply to credit -type accounts |
depository - PlaidDepositoryFilter | A filter to apply to depository -type accounts |
investment - PlaidInvestmentFilter | A filter to apply to investment -type accounts (or brokerage -type accounts for API versions 2018-05-22 and earlier). |
loan - PlaidLoanFilter | A filter to apply to loan -type accounts |
Example
{
"credit": PlaidCreditFilter,
"depository": PlaidDepositoryFilter,
"investment": PlaidInvestmentFilter,
"loan": PlaidLoanFilter
}
PlaidLinkTokenCreateRequestAuth
Description
Specifies options for initializing Link for use with the Auth product. This field can be used to enable or disable extended Auth flows for the resulting Link session. Omitting any field will result in a default that can be configured by your account manager.
Fields
Input Field | Description |
---|---|
authTypeSelectEnabled - Boolean | Specifies whether Auth Type Select is enabled for the Link session, allowing the end user to choose between linking instantly or manually prior to selecting their financial institution. Note that this can only be true if same_day_microdeposits_enabled is set to true. |
automatedMicrodepositsEnabled - Boolean | Specifies whether the Link session is enabled for the Automated Micro-deposits flow. |
flowType - String | This field has been deprecated in favor of auth_type_select_enabled . |
instantMatchEnabled - Boolean | Specifies whether the Link session is enabled for the Instant Match flow. As of November 2022, Instant Match will be enabled by default. Instant Match can be disabled by setting this field to false . |
sameDayMicrodepositsEnabled - Boolean | Specifies whether the Link session is enabled for the Same Day Micro-deposits flow. |
Example
{
"authTypeSelectEnabled": false,
"automatedMicrodepositsEnabled": true,
"flowType": "xyz789",
"instantMatchEnabled": false,
"sameDayMicrodepositsEnabled": true
}
PlaidLinkTokenCreateRequestUpdate
Description
Specifies options for initializing Link for update mode.
Fields
Input Field | Description |
---|---|
accountSelectionEnabled - Boolean | If true , enables update mode with Account Select. |
Example
{"accountSelectionEnabled": false}
PlaidLoanFilter
Description
A filter to apply to loan
-type accounts
Fields
Input Field | Description |
---|---|
accountSubtypes - [String!] | An array of account subtypes to display in Link. If not specified, all account subtypes will be shown. For a full list of valid types and subtypes, see the Account schema. |
Example
{"accountSubtypes": ["xyz789"]}
PlaidLocation
Description
A representation of where a transaction took place
Fields
Field Name | Description |
---|---|
address - String | The street address where the transaction occurred. |
city - String | The city where the transaction occurred. |
country - String | The ISO 3166-1 alpha-2 country code where the transaction occurred. |
lat - Float | The latitude where the transaction occurred. |
lon - Float | The longitude where the transaction occurred. |
postalCode - String | The postal code where the transaction occurred. In API versions 2018-05-22 and earlier, this field is called zip . |
region - String | The region or state where the transaction occurred. In API versions 2018-05-22 and earlier, this field is called state . |
storeNumber - String | The merchant defined store number where the transaction occurred. |
Example
{
"address": "xyz789",
"city": "abc123",
"country": "abc123",
"lat": 123.45,
"lon": 123.45,
"postalCode": "abc123",
"region": "abc123",
"storeNumber": "xyz789"
}
PlaidMortgageInterestRate
Description
Object containing metadata about the interest rate for the mortgage.
Example
{"percentage": 987.65, "type": "xyz789"}
PlaidMortgagePropertyAddress
Description
Object containing fields describing property address.
Example
{
"city": "abc123",
"country": "abc123",
"postalCode": "xyz789",
"region": "xyz789",
"street": "abc123"
}
PlaidMutationError
Description
A Plaid API error encountered while executing the mutation.
Fields
Field Name | Description |
---|---|
code - String | The particular Plaid error code. |
displayMessage - String | A user-friendly representation of the Plaid error code. |
message - String | A developer-friendly representation of the Plaid error code. |
requestId - String | A unique ID identifying the request, to be used for troubleshooting purposes. |
type - String | A broad categorization of the Plaid error. |
Example
{
"code": "abc123",
"displayMessage": "xyz789",
"message": "abc123",
"requestId": "xyz789",
"type": "abc123"
}
PlaidOwner
Description
Data returned from the financial institution about the owner or owners of an account. Only the names
array must be non-empty.
Fields
Field Name | Description |
---|---|
addresses - [PlaidAddress!]! | Data about the various addresses associated with the account by the financial institution. May be an empty array if no relevant information is returned from the financial institution. |
emails - [PlaidEmail!]! | A list of email addresses associated with the account by the financial institution. May be an empty array if no relevant information is returned from the financial institution. |
names - [String!]! | A list of names associated with the account by the financial institution. In the case of a joint account, Plaid will make a best effort to report the names of all account holders. If an Item contains multiple accounts with different owner names, some institutions will report all names associated with the Item in each account's |
phoneNumbers - [PlaidPhoneNumber!]! | A list of phone numbers associated with the account by the financial institution. May be an empty array if no relevant information is returned from the financial institution. |
Example
{
"addresses": [PlaidAddress],
"emails": [PlaidEmail],
"names": ["abc123"],
"phoneNumbers": [PlaidPhoneNumber]
}
PlaidPSLFStatus
Description
Information about the student's eligibility in the Public Service Loan Forgiveness program. This is only returned if the institution is FedLoan (ins_116527
).
Fields
Field Name | Description |
---|---|
estimatedEligibilityDate - Date | The estimated date borrower will have completed 120 qualifying monthly payments. Returned in ISO 8601 format (YYYY-MM-DD). |
paymentsMade - Float | The number of qualifying payments that have been made. |
paymentsRemaining - Float | The number of qualifying payments remaining. |
Example
{
"estimatedEligibilityDate": "2007-12-03",
"paymentsMade": 123.45,
"paymentsRemaining": 123.45
}
PlaidPaymentMeta
Description
Transaction information specific to inter-bank transfers. If the transaction was not an inter-bank transfer, all fields will be null
.
If the transactions
object was returned by a Transactions endpoint such as /transactions/get
, the payment_meta
key will always appear, but no data elements are guaranteed. If the transactions
object was returned by an Assets endpoint such as /asset_report/get/
or /asset_report/pdf/get
, this field will only appear in an Asset Report with Insights.
Fields
Field Name | Description |
---|---|
byOrderOf - String | The party initiating a wire transfer. Will be null if the transaction is not a wire transfer. |
payee - String | For transfers, the party that is receiving the transaction. |
payer - String | For transfers, the party that is paying the transaction. |
paymentMethod - String | The type of transfer, e.g. 'ACH' |
paymentProcessor - String | The name of the payment processor |
ppdId - String | The ACH PPD ID for the payer. |
reason - String | The payer-supplied description of the transfer. |
referenceNumber - String | The transaction reference number supplied by the financial institution. |
Example
{
"byOrderOf": "abc123",
"payee": "abc123",
"payer": "abc123",
"paymentMethod": "xyz789",
"paymentProcessor": "abc123",
"ppdId": "xyz789",
"reason": "abc123",
"referenceNumber": "xyz789"
}
PlaidPersonalFinanceCategory
Description
Information describing the intent of the transaction. Most relevant for personal finance use cases, but not limited to such use cases.
See the taxonomy csv file
for a full list of personal finance categories.
Example
{
"detailed": "xyz789",
"primary": "abc123"
}
PlaidPhoneNumber
PlaidSecurity
Description
Contains details about a security
Fields
Field Name | Description |
---|---|
closePrice - Float | Price of the security at the close of the previous trading session. Null for non-public securities. If the security is a foreign currency this field will be updated daily and will be priced in USD. If the security is a cryptocurrency, this field will be updated multiple times a day. As crypto prices can fluctuate quickly and data may become stale sooner than other asset classes, refer to |
closePriceAsOf - Date | Date for which close_price is accurate. Always null if close_price is null . |
cusip - String | 9-character CUSIP, an identifier assigned to North American securities. Please note that Plaid's customers must hold a license directly from CUSIP Global Services to receive CUSIP & ISIN data. This field will be null by default for new customers. For existing customers, this field will be null by default starting on Sept 15, 2023. If you would like access to this field, please contact your Plaid Account Manager or reach out to [email protected]. |
institutionId - String | If institution_security_id is present, this field indicates the Plaid institution_id of the institution to whom the identifier belongs. |
institutionSecurityId - String | An identifier given to the security by the institution |
isCashEquivalent - Boolean | Indicates that a security is a highly liquid asset and can be treated like cash. |
isin - String | 12-character ISIN, a globally unique securities identifier. Please note that Plaid's customers must hold a license directly from CUSIP Global Services to receive CUSIP & ISIN data. This field will be null by default for new customers. For existing customers, this field will be null by default starting on Sept 15, 2023. If you would like access to this field, please contact your Plaid Account Manager or reach out to [email protected]. |
isoCurrencyCode - String | The ISO-4217 currency code of the price given. Always null if unofficial_currency_code is non-null . |
name - String | A descriptive name for the security, suitable for display. |
proxySecurityId - String | In certain cases, Plaid will provide the ID of another security whose performance resembles this security, typically when the original security has low volume, or when a private security can be modeled with a publicly traded security. |
securityId - String! | A unique, Plaid-specific identifier for the security, used to associate securities with holdings. Like all Plaid identifiers, the security_id is case sensitive. The security_id may change if inherent details of the security change due to a corporate action, for example, in the event of a ticker symbol change or CUSIP change. |
sedol - String | 7-character SEDOL, an identifier assigned to securities in the UK. |
tickerSymbol - String | The security’s trading symbol for publicly traded securities, and otherwise a short identifier if available. |
type - String | The security type of the holding. Valid security types are:
|
unofficialCurrencyCode - String | The unofficial currency code associated with the security. Always See the currency code schema for a full listing of supported |
updateDatetime - DateTime | Date and time at which close_price is accurate, in ISO 8601 format (YYYY-MM-DDTHH:mm:ssZ). Always null if close_price is null . |
Example
{
"closePrice": 987.65,
"closePriceAsOf": "2007-12-03",
"cusip": "xyz789",
"institutionId": "abc123",
"institutionSecurityId": "abc123",
"isCashEquivalent": false,
"isin": "abc123",
"isoCurrencyCode": "abc123",
"name": "abc123",
"proxySecurityId": "abc123",
"securityId": "abc123",
"sedol": "abc123",
"tickerSymbol": "abc123",
"type": "abc123",
"unofficialCurrencyCode": "xyz789",
"updateDatetime": "2007-12-03T10:15:30Z"
}
PlaidServicerAddressData
Description
The address of the student loan servicer. This is generally the remittance address to which payments should be sent.
Example
{
"city": "xyz789",
"country": "xyz789",
"postalCode": "xyz789",
"region": "xyz789",
"street": "xyz789"
}
PlaidStudentLoanStatus
Description
An object representing the status of the student loan
Example
{
"endDate": "2007-12-03",
"type": "xyz789"
}
PlaidStudentRepaymentPlan
PlaidTransaction
Description
Plaid Transaction data.
Fields
Field Name | Description |
---|---|
accountId - String! | The ID of the account in which this transaction occurred. |
accountOwner - String | The name of the account owner. This field is not typically populated and only relevant when dealing with sub-accounts. |
amount - Float! | The settled value of the transaction, denominated in the transactions's currency, as stated in iso_currency_code or unofficial_currency_code . Positive values when money moves out of the account; negative values when money moves in. For example, debit card purchases are positive; credit card payments, direct deposits, and refunds are negative. |
authorizedDate - Date | The date that the transaction was authorized. Dates are returned in an ISO 8601 format ( YYYY-MM-DD ). |
authorizedDatetime - DateTime | Date and time when a transaction was authorized in ISO 8601 format ( This field is returned for select financial institutions and comes as provided by the institution. It may contain default time values (such as 00:00:00). This field is only populated in API version 2019-05-29 and later. |
category - [String!] | A hierarchical array of the categories to which this transaction belongs. For a full list of categories, see If the |
categoryId - String | The ID of the category to which this transaction belongs. For a full list of categories, see If the |
checkNumber - String | The check number of the transaction. This field is only populated for check transactions. |
counterparties - [PlaidTransactionCounterparty!] | The counterparties present in the transaction. Counterparties, such as the financial institutions, are extracted by Plaid from the raw description. |
date - Date! | For pending transactions, the date that the transaction occurred; for posted transactions, the date that the transaction posted. Both dates are returned in an ISO 8601 format ( YYYY-MM-DD ). |
datetime - DateTime | Date and time when a transaction was posted in ISO 8601 format ( This field is returned for select financial institutions and comes as provided by the institution. It may contain default time values (such as 00:00:00). This field is only populated in API version 2019-05-29 and later. |
isoCurrencyCode - String | The ISO-4217 currency code of the transaction. Always null if unofficial_currency_code is non-null. |
location - PlaidLocation! | A representation of where a transaction took place |
logoUrl - String | The logo associated with the merchant, if available. Formatted as a 100x100 pixels PNG file path. |
merchantName - String | The merchant name, as enriched by Plaid from the name field. This is typically a more human-readable version of the merchant counterparty in the transaction. For some bank transactions (such as checks or account transfers) where there is no meaningful merchant name, this value will be null . |
name - String! | The merchant name or transaction description. If the |
originalDescription - String | The string returned by the financial institution to describe the transaction. For transactions returned by /transactions/get , this field is in beta and will be omitted unless the client is both enrolled in the closed beta program and has set options.include_original_description to true . |
paymentChannel - String! | The channel used to make a payment.
This field replaces the |
paymentMeta - PlaidPaymentMeta! | Transaction information specific to inter-bank transfers. If the transaction was not an inter-bank transfer, all fields will be If the |
pending - Boolean! | When true , identifies the transaction as pending or unsettled. Pending transaction details (name, type, amount, category ID) may change before they are settled. |
pendingTransactionId - String | The ID of a posted transaction's associated pending transaction, where applicable. |
personalFinanceCategory - PlaidPersonalFinanceCategory | Information describing the intent of the transaction. Most relevant for personal finance use cases, but not limited to such use cases. See the |
personalFinanceCategoryIconUrl - String | A link to the icon associated with the primary personal finance category. The logo will always be 100x100 pixels. |
transactionCode - String | An identifier classifying the transaction type. This field is only populated for European institutions. For institutions in the US and Canada, this field is set to
|
transactionId - String! | The unique ID of the transaction. Like all Plaid identifiers, the transaction_id is case sensitive. |
unofficialCurrencyCode - String | The unofficial currency code associated with the transaction. Always See the currency code schema for a full listing of supported |
website - String | The website associated with the merchant, if available. |
Example
{
"accountId": "abc123",
"accountOwner": "abc123",
"amount": 123.45,
"authorizedDate": "2007-12-03",
"authorizedDatetime": "2007-12-03T10:15:30Z",
"category": ["abc123"],
"categoryId": "abc123",
"checkNumber": "xyz789",
"counterparties": [PlaidTransactionCounterparty],
"date": "2007-12-03",
"datetime": "2007-12-03T10:15:30Z",
"isoCurrencyCode": "abc123",
"location": PlaidLocation,
"logoUrl": "xyz789",
"merchantName": "xyz789",
"name": "abc123",
"originalDescription": "abc123",
"paymentChannel": "xyz789",
"paymentMeta": PlaidPaymentMeta,
"pending": true,
"pendingTransactionId": "xyz789",
"personalFinanceCategory": PlaidPersonalFinanceCategory,
"personalFinanceCategoryIconUrl": "xyz789",
"transactionCode": "xyz789",
"transactionId": "abc123",
"unofficialCurrencyCode": "abc123",
"website": "abc123"
}
PlaidTransactionCounterparty
Description
The counterparty, such as the merchant or financial institution, is extracted by Plaid from the raw description.
Fields
Field Name | Description |
---|---|
logoUrl - String | The URL of a logo associated with the counterparty, if available. The logo is formatted as a 100x100 pixel PNG filepath. |
name - String! | The name of the counterparty, such as the merchant or the financial institution, as extracted by Plaid from the raw description. |
type - String! | The counterparty type.
|
website - String | The website associated with the counterparty. |
Example
{
"logoUrl": "abc123",
"name": "abc123",
"type": "abc123",
"website": "abc123"
}
Profile
Description
A Profile represents an entity with data in a Quiltt Environment, typically a physical person or company end-user of your application.
Fields
Field Name | Description |
---|---|
address - ProfileAddress | The legal address associated with the Profile. |
dateOfBirth - Date | A physical person's date of birth. |
email - String | The email associated with the Profile. This field can be used to power passwordless authentication in the Connector. |
id - ID! | The ID of the Profile. |
metadata - JSON | Custom metadata about the Profile, stored in a 'key-value' format. See the Custom Metadata guide for more information and examples. |
name - String | A common name or nickname for the Profile. |
names - ProfileName | A physical person's legal name. |
phone - String | The phone number associated with the Profile, in E164 Format. This field can be used to power passwordless authentication in the Connector. |
remoteData - ProfileRemoteData | The Remote Data associated with the Profile. See the Remote Data guide for more information. |
uuid - ID! | The UUID of the Profile. |
Example
{
"address": ProfileAddress,
"dateOfBirth": "2007-12-03",
"email": "abc123",
"id": "p_1hyoxpVVFib1HngGwKAzIr",
"metadata": {
"firebaseId": "4Wz7x0QkPdNNzgRgjZ4iIzMKjXo2",
"avatar": "https://www.gravatar.com/avatar/5658ffccee7f0ebfda2b226238b1eb6e",
"favoriteColor": "Purple"
},
"name": "xyz789",
"names": ProfileName,
"phone": "abc123",
"remoteData": ProfileRemoteData,
"uuid": "174ec567-2492-4498-a706-504a79437235"
}
ProfileAddress
Description
The legal address associated with the Profile.
Example
{
"city": "abc123",
"countryCode": "USA",
"line1": "abc123",
"line2": "xyz789",
"postalCode": "xyz789",
"state": "xyz789"
}
ProfileAddressInput
Description
Attributes for setting an address.
Example
{
"city": "abc123",
"countryCode": "USA",
"line1": "xyz789",
"line2": "abc123",
"postalCode": "xyz789",
"state": "abc123"
}
ProfileName
ProfileNameInput
ProfileRemoteData
Description
Remote data associated with a Profile.
Fields
Field Name | Description |
---|---|
fingoal - ProfileRemoteDataFingoal | The FinGoal remote data associated with the Profile. |
Example
{"fingoal": ProfileRemoteDataFingoal}
ProfileRemoteDataFingoal
Description
Profile-level data from FinGoal.
Fields
Field Name | Description |
---|---|
insights - ProfileRemoteDataFingoalInsights | The Insights data from FinGoal. |
Example
{"insights": ProfileRemoteDataFingoalInsights}
ProfileRemoteDataFingoalInsights
Description
The Insights data from FinGoal.
Fields
Field Name | Description |
---|---|
response - FingoalProfile | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": FingoalProfile,
"timestamp": "2007-12-03T10:15:30Z"
}
ProfileUpdateInput
Description
Autogenerated input type of ProfileUpdate
Fields
Input Field | Description |
---|---|
address - ProfileAddressInput | Mailing address. |
clientMutationId - String | A unique identifier for the client performing the mutation. |
dateOfBirth - Date | Birthday. |
email - String | Email. |
metadata - JSON | Customizable metadata. |
name - String | Common or nickname. |
names - ProfileNameInput | Legal name. |
phone - String | Cellphone in E164 Format. |
Example
{
"address": ProfileAddressInput,
"clientMutationId": "abc123",
"dateOfBirth": "2007-12-03",
"email": "abc123",
"metadata": {},
"name": "xyz789",
"names": ProfileNameInput,
"phone": "abc123"
}
ProfileUpdatePayload
Description
Autogenerated return type of ProfileUpdate.
Example
{
"clientMutationId": "xyz789",
"errors": [Error],
"record": Profile,
"success": true
}
SearchQuery
Description
Options for searching through a list.
Fields
Input Field | Description |
---|---|
term - String | Query for searching. |
Example
{"term": "xyz789"}
String
Description
The String
scalar type represents textual data, represented as UTF-8 character sequences. The String type is most often used by GraphQL to represent free-form human-readable text.
Example
"abc123"
Transaction
Description
A Transaction represents financial activity associated with an Account
Fields
Field Name | Description |
---|---|
account - Account! | The Account of the Transaction. |
amount - Float! | The amount. |
currencyCode - CurrencyCode! | The ISO-4217 currency code of the Transaction |
date - Date! | The date. |
description - String! | The description or line item name. |
entryType - TransactionEntryType! | Specifies whether the Transaction is a debit or a credit. |
id - ID! | The ID of the Transaction. |
logo - Image | A single Transaction Logo. |
metadata - JSON | Custom metadata about the Transaction, stored in a 'key-value' format. See the Custom Metadata guide for more information and examples. |
provider - ConnectionProvider | The original provider of the Transaction. |
remoteData - TransactionRemoteData | The Remote Data associated with the Transaction. See the Remote Data guide for more information. |
status - TransactionStatus! | The status of the Transaction. |
Example
{
"account": Account,
"amount": 987.65,
"currencyCode": "AED",
"date": "2007-12-03",
"description": "xyz789",
"entryType": "CREDIT",
"id": "txn_11VgTOO9DR1vbAZxb6zBLdb",
"logo": Image,
"metadata": {"userDefinedName": "My favorite transaction"},
"provider": "AKOYA",
"remoteData": TransactionRemoteData,
"status": "PENDING"
}
TransactionConnection
Description
The connection type for Transaction.
Fields
Field Name | Description |
---|---|
count - Int! | The total number of records. |
edges - [TransactionEdge] | A list of edges. |
nodes - [Transaction] | A list of nodes. |
pageInfo - PageInfo! | Information to aid in pagination. |
Example
{
"count": 123,
"edges": [TransactionEdge],
"nodes": [Transaction],
"pageInfo": PageInfo
}
TransactionEdge
Description
An edge in a connection.
Fields
Field Name | Description |
---|---|
cursor - String! | A cursor for use in pagination. |
node - Transaction | The item at the end of the edge. |
Example
{
"cursor": "abc123",
"node": Transaction
}
TransactionEntryType
Description
Whether the transaction represents a credit or a debit.
Values
Enum Value | Description |
---|---|
| An entry recording money being advanced into the account. |
| An entry recording money being withdrawn from the account. |
Example
"CREDIT"
TransactionFilter
Description
Options for filtering Transactions.
Fields
Input Field | Description |
---|---|
accountIds - [ID!] | A list of Account IDs. |
amount - Float | The amount. |
amount_abs - Float | Absolute value of the amount. |
amount_abs_gt - Float | Greater than the absolute value of the amount. |
amount_abs_gte - Float | Greater than or equal to the absolute value of the amount. |
amount_abs_lt - Float | Less than the absolute value of the amount. |
amount_abs_lte - Float | Less than or equal to the absolute value of the amount. |
amount_gt - Float | Greater than the amount. |
amount_gte - Float | Greater than or equal to the amount. |
amount_lt - Float | Less than the amount. |
amount_lte - Float | Less than or equal to the amount. |
date - Date | The date. |
date_gt - Date | Greater than the date. |
date_gte - Date | Greater than or equal to the date. |
date_lt - Date | Less than the date. |
date_lte - Date | Less than or equal to the date. |
entryType - TransactionEntryType | Specifies whether the Transaction is a debit or a credit. |
metadata - JSON | Filter by the contents of Transaction metadata . |
remoteData - TransactionRemoteDataFilter | Specifies the Remote Data of the Transaction. |
status - [TransactionStatus!] | A list of transaction statuses. |
Example
{
"accountIds": ["4"],
"amount": 123.45,
"amount_abs": 987.65,
"amount_abs_gt": 987.65,
"amount_abs_gte": 987.65,
"amount_abs_lt": 123.45,
"amount_abs_lte": 987.65,
"amount_gt": 987.65,
"amount_gte": 987.65,
"amount_lt": 987.65,
"amount_lte": 123.45,
"date": "2007-12-03",
"date_gt": "2007-12-03",
"date_gte": "2007-12-03",
"date_lt": "2007-12-03",
"date_lte": "2007-12-03",
"entryType": "CREDIT",
"metadata": {},
"remoteData": TransactionRemoteDataFilter,
"status": ["PENDING"]
}
TransactionRemoteData
Description
Remote data associated with a Transaction.
Fields
Field Name | Description |
---|---|
fingoal - TransactionRemoteDataFingoal | The FinGoal remote data associated with the Transaction. |
mock - TransactionRemoteDataMock | The Mock remote data associated with the Transaction. |
mx - TransactionRemoteDataMx | The MX remote data associated with the Transaction. |
ntropy - TransactionRemoteDataNtropy | The Ntropy remote data associated with the Transaction. |
plaid - TransactionRemoteDataPlaid | The Plaid remote data associated with the Transaction. |
Example
{
"fingoal": TransactionRemoteDataFingoal,
"mock": TransactionRemoteDataMock,
"mx": TransactionRemoteDataMx,
"ntropy": TransactionRemoteDataNtropy,
"plaid": TransactionRemoteDataPlaid
}
TransactionRemoteDataFilter
Description
Remote Data filters.
Fields
Input Field | Description |
---|---|
fingoal - TransactionRemoteDataFingoalFilter | Fingoal Transaction Remote Data. |
mock - TransactionRemoteDataMockFilter | Mock Transaction Remote Data. |
mx - TransactionRemoteDataMxFilter | MX Transaction Remote Data. |
ntropy - TransactionRemoteDataNtropyFilter | Ntropy Transaction Remote Data. |
plaid - TransactionRemoteDataPlaidFilter | Plaid Transaction Remote Data. |
Example
{
"fingoal": TransactionRemoteDataFingoalFilter,
"mock": TransactionRemoteDataMockFilter,
"mx": TransactionRemoteDataMxFilter,
"ntropy": TransactionRemoteDataNtropyFilter,
"plaid": TransactionRemoteDataPlaidFilter
}
TransactionRemoteDataFingoal
Description
Transaction-level data from FinGoal.
Fields
Field Name | Description |
---|---|
enrichment - TransactionRemoteDataFingoalEnrichment | The Enrichment data from FinGoal. |
Example
{"enrichment": TransactionRemoteDataFingoalEnrichment}
TransactionRemoteDataFingoalEnrichment
Description
The Enrichment data from FinGoal.
Fields
Field Name | Description |
---|---|
response - FingoalTransaction | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": FingoalTransaction,
"timestamp": "2007-12-03T10:15:30Z"
}
TransactionRemoteDataFingoalFilter
Description
Options for filtering inside Fingoal Remote Data.
Fields
Input Field | Description |
---|---|
accountid - String | The ID of the account associated with the transaction |
amountnum - Float | The transaction's USD amount |
category - String | The most applicable categorization for the transaction |
categoryId - String | The numeric ID of the transaction's category |
categoryLabel - [String!] | A cascading hierarchy of the transaction's categories, from high-level to detail-level categorization |
clientId - String | Your FinGoal client ID |
container - String | A high-level categorization of the account type. Eg, 'bank' |
date - String | The date on which the transaction took place |
detailCategoryId - String | The numeric ID of the transaction's detail category |
guid - String | The transaction's globally unique FinSight API issued ID |
highLevelCategoryId - String | The numeric ID of the transaction's high level category |
isPhysical - Boolean | Whether the transaction was made at a physical location, or online |
isRecurring - Boolean | Whether the transaction is set to recur on a fixed interval |
merchantAddress1 - String | The street address of the merchant associated with the transaction |
merchantCity - String | The name of the city where the merchant is located |
merchantCountry - String | The name of the country where the merchant is located |
merchantLatitude - String | The latitude of the merchant |
merchantLogoURL - String | The URL resource for the merchant's logo |
merchantLongitude - String | The longitude of the merchant |
merchantName - String | The name of the merchant associated with the transaction |
merchantPhoneNumber - String | The phone number of the merchant associated with the transaction |
merchantState - String | The name of the state where the merchant is located |
merchantType - String | The merchant's type |
merchantZip - String | The ZIP code where the merchant is located |
originalDescription - String | The transaction description as received. This will not change |
receiptDate - String | The date on which FinSight API first received the transaction |
requestId - String | A unique ID for the request the transaction came in with, for debugging purposes |
simpleDescription - String | An easy-to-understand, plain-language transaction description |
sourceId - String | The source of the transaction |
subType - String | A more detailed classification that provides further information on the type of transaction. |
transactionTags - [String!] | The FinSight API issued tags for the transaction |
transactionid - String | The ID of the transaction as it was originally submitted |
type - String | An attribute describing the nature of the intent behind the transaction. |
uid - String | The ID of the user associated with the transaction, as originally submitted |
Example
{
"accountid": "abc123",
"amountnum": 123.45,
"category": "xyz789",
"categoryId": "xyz789",
"categoryLabel": ["xyz789"],
"clientId": "abc123",
"container": "abc123",
"date": "xyz789",
"detailCategoryId": "xyz789",
"guid": "abc123",
"highLevelCategoryId": "abc123",
"isPhysical": true,
"isRecurring": true,
"merchantAddress1": "abc123",
"merchantCity": "abc123",
"merchantCountry": "abc123",
"merchantLatitude": "xyz789",
"merchantLogoURL": "abc123",
"merchantLongitude": "xyz789",
"merchantName": "abc123",
"merchantPhoneNumber": "abc123",
"merchantState": "xyz789",
"merchantType": "xyz789",
"merchantZip": "abc123",
"originalDescription": "xyz789",
"receiptDate": "xyz789",
"requestId": "abc123",
"simpleDescription": "xyz789",
"sourceId": "xyz789",
"subType": "abc123",
"transactionTags": ["xyz789"],
"transactionid": "xyz789",
"type": "xyz789",
"uid": "abc123"
}
TransactionRemoteDataMock
Description
Transaction-level data from Mock.
Fields
Field Name | Description |
---|---|
transaction - TransactionRemoteDataMockTransaction | The Transaction data from Mock. |
Example
{"transaction": TransactionRemoteDataMockTransaction}
TransactionRemoteDataMockFilter
Description
Options for filtering inside Mock Remote Data.
Fields
Input Field | Description |
---|---|
id - String | Mock transaction ID. |
Example
{"id": "xyz789"}
TransactionRemoteDataMockTransaction
Description
The Transaction data from Mock.
Fields
Field Name | Description |
---|---|
response - MockTransaction | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": MockTransaction,
"timestamp": "2007-12-03T10:15:30Z"
}
TransactionRemoteDataMx
Description
Transaction-level data from MX.
Fields
Field Name | Description |
---|---|
enrichment - TransactionRemoteDataMxEnrichment | The Enrichment data from MX. |
transaction - TransactionRemoteDataMxTransaction | The base Transaction data from MX. |
Example
{
"enrichment": TransactionRemoteDataMxEnrichment,
"transaction": TransactionRemoteDataMxTransaction
}
TransactionRemoteDataMxEnrichment
Description
The Enrichment data from MX.
Fields
Field Name | Description |
---|---|
response - MxEnrichedTransaction | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": MxEnrichedTransaction,
"timestamp": "2007-12-03T10:15:30Z"
}
TransactionRemoteDataMxFilter
Description
Options for filtering inside MX Remote Data.
Fields
Input Field | Description |
---|---|
accountGuid - String | The unique identifier for the account associated with the transaction. Defined by MX. |
accountId - String | The unique partner-defined identifier for the account associated with the transaction. This can only be set for partner-managed accounts. It should be ignored for user-managed transactions, even in occasional cases where it may return with a value. |
amount - Float | The monetary amount of the transaction. |
category - String | The category of the transaction. |
categoryGuid - String | The unique identifier for the category assigned to the transaction. |
checkNumberString - String | The check number for the transaction. |
createdAt - String | The date and time the transaction was created. |
currencyCode - String | The three-character ISO 4217 currency code, e.g. USD. |
date - String | The date on which the transaction took place. This is the field used when searching for transactions by date. This field is generally the same as transacted_at, but uses posted_at as a fallback. |
description - String | A human-readable version of the original_description field described below, e.g., “Sam’s Club,” “Johnny’s Tavern.” This is provided by the MX Platform. |
extendedTransactionType - String | The transaction type assigned by the partner. |
guid - String | The unique identifier for the transaction. Defined by MX. |
id - String | The unique partner-defined identifier for the transaction. This can only be set for partner-managed transactions. It should be ignored for user-managed transactions, even in occasional cases where it may return with a value. |
isBillPay - Boolean | This indicates whether the transaction represents a bill pay. |
isDirectDeposit - Boolean | This indicates whether the transaction represents a direct deposit. |
isExpense - Boolean | This indicates whether the transaction represents an expense. |
isFee - Boolean | This indicates whether the transaction represents a fee. |
isIncome - Boolean | This indicates whether the transaction represents income. |
isInternational - Boolean | If the transaction is international as defined by the data provider, this field will be true. If the data provider determines it is not international then it will be false. It will be null if the data provider does not have this information. |
isOverdraftFee - Boolean | This indicates whether the transaction represents an overdraft fee. |
isPayrollAdvance - Boolean | This indicates whether the transaction represents a payroll advance. |
isRecurring - Boolean | This indicates whether a transaction is a recurring credit or debit. |
isSubscription - Boolean | This indicates whether the transaction represents a payment for a subscription service such as Netflix or Audible. |
latitude - Float | The latitude of the location where the transaction occurred. The number is a signed decimal (e.g. Rio de Janeiro’s latitude is -22.9027800 and Tokyo’s latitude is 35.689488). |
localizedDescription - String | A human-readable description of the transaction, provided in a local language. |
localizedMemo - String | Additional descriptive information about the transaction, provided in a local language. |
longitude - Float | The longitude of the location where the transaction occurred. The number is a signed decimal (e.g. Rio de Janeiro’s longitude is -43.2075000 and Tokyo’s longitude is 139.691706). |
memberGuid - String | The unique identifier for the member associated with the transaction Defined by MX. |
memberIsManagedByUser - Boolean | This indicates whether the associated member is managed by the user or the MX partner. Members created with the managed member feature will have this field set to false. |
memo - String | This field contains additional descriptive information about the transaction. |
merchantCategoryCode - Int | The ISO 18245 category code for the transaction. |
merchantGuid - String | The unique identifier for the merchant associated with this transaction. Defined by MX. |
merchantLocationGuid - String | The unique identifier for the merchant_location associated with this transaction. Defined by MX. |
metadata - String | Custom data |
originalDescription - String | The original description of the transaction as provided by our data feed. See description above for more information. |
postedAt - String | The date and time the transaction was posted to the account. |
status - String | The status of the transaction. This will be either POSTED or PENDING. |
topLevelCategory - String | The parent category assigned to this transaction’s category. |
transactedAt - String | The date and time the transaction took place. |
type - String | The type of transaction. This will be either CREDIT or DEBIT. |
updatedAt - String | The date and time the transaction was last updated. |
userGuid - String | The unique identifier for the user associated with this transaction. Defined by MX. |
userId - String | The unique partner-defined identifier for the user associated with the transaction. |
Example
{
"accountGuid": "xyz789",
"accountId": "abc123",
"amount": 123.45,
"category": "xyz789",
"categoryGuid": "abc123",
"checkNumberString": "abc123",
"createdAt": "abc123",
"currencyCode": "xyz789",
"date": "abc123",
"description": "xyz789",
"extendedTransactionType": "abc123",
"guid": "abc123",
"id": "xyz789",
"isBillPay": false,
"isDirectDeposit": false,
"isExpense": true,
"isFee": true,
"isIncome": false,
"isInternational": true,
"isOverdraftFee": false,
"isPayrollAdvance": true,
"isRecurring": true,
"isSubscription": false,
"latitude": 123.45,
"localizedDescription": "abc123",
"localizedMemo": "abc123",
"longitude": 987.65,
"memberGuid": "xyz789",
"memberIsManagedByUser": false,
"memo": "abc123",
"merchantCategoryCode": 987,
"merchantGuid": "xyz789",
"merchantLocationGuid": "xyz789",
"metadata": "xyz789",
"originalDescription": "abc123",
"postedAt": "xyz789",
"status": "xyz789",
"topLevelCategory": "xyz789",
"transactedAt": "abc123",
"type": "abc123",
"updatedAt": "abc123",
"userGuid": "xyz789",
"userId": "xyz789"
}
TransactionRemoteDataMxTransaction
Description
The base Transaction data from MX.
Fields
Field Name | Description |
---|---|
response - MxTransaction | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": MxTransaction,
"timestamp": "2007-12-03T10:15:30Z"
}
TransactionRemoteDataNtropy
Description
Transaction-level data from Ntropy.
Fields
Field Name | Description |
---|---|
enrichment - TransactionRemoteDataNtropyEnrichment | The Enrichment data from Ntropy. |
Example
{"enrichment": TransactionRemoteDataNtropyEnrichment}
TransactionRemoteDataNtropyEnrichment
Description
The remote data of the Enrichment.
Fields
Field Name | Description |
---|---|
response - NtropyEnrichedTransaction | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": NtropyEnrichedTransaction,
"timestamp": "2007-12-03T10:15:30Z"
}
TransactionRemoteDataNtropyFilter
Description
Options for filtering inside Fingoal Remote Data.
Fields
Input Field | Description |
---|---|
labels - [String!] | Labels |
location - String | Location |
logo - String | Logo |
mcc - [Int!] | Mcc |
merchant - String | Merchant |
merchantId - String | Merchant Id |
person - String | Person |
recurrence - NtropySharedRecurrence | An enumeration. |
recurrenceGroupId - String | Recurrence Group Id |
transactionId - String | Transaction Id |
transactionType - NtropySharedTransaction | An enumeration. |
website - String | Website |
Example
{
"labels": ["abc123"],
"location": "abc123",
"logo": "xyz789",
"mcc": [987],
"merchant": "abc123",
"merchantId": "abc123",
"person": "xyz789",
"recurrence": "ONE_OFF",
"recurrenceGroupId": "xyz789",
"transactionId": "abc123",
"transactionType": "BUSINESS",
"website": "xyz789"
}
TransactionRemoteDataPlaid
Description
Transaction-level data from Plaid.
Fields
Field Name | Description |
---|---|
transaction - TransactionRemoteDataPlaidTransaction | The base Transaction data from Plaid. |
Example
{"transaction": TransactionRemoteDataPlaidTransaction}
TransactionRemoteDataPlaidFilter
Description
Options for filtering inside Plaid Remote Data.
Fields
Input Field | Description |
---|---|
accountId - String | The ID of the account in which this transaction occurred. |
accountOwner - String | The name of the account owner. This field is not typically populated and only relevant when dealing with sub-accounts. |
amount - Float | The settled value of the transaction, denominated in the transactions's currency, as stated in iso_currency_code or unofficial_currency_code . Positive values when money moves out of the account; negative values when money moves in. For example, debit card purchases are positive; credit card payments, direct deposits, and refunds are negative. |
authorizedDate - Date | The date that the transaction was authorized. Dates are returned in an ISO 8601 format ( YYYY-MM-DD ). |
authorizedDatetime - DateTime | Date and time when a transaction was authorized in ISO 8601 format ( This field is returned for select financial institutions and comes as provided by the institution. It may contain default time values (such as 00:00:00). This field is only populated in API version 2019-05-29 and later. |
category - [String!] | A hierarchical array of the categories to which this transaction belongs. For a full list of categories, see If the |
categoryId - String | The ID of the category to which this transaction belongs. For a full list of categories, see If the |
checkNumber - String | The check number of the transaction. This field is only populated for check transactions. |
date - Date | For pending transactions, the date that the transaction occurred; for posted transactions, the date that the transaction posted. Both dates are returned in an ISO 8601 format ( YYYY-MM-DD ). |
datetime - DateTime | Date and time when a transaction was posted in ISO 8601 format ( This field is returned for select financial institutions and comes as provided by the institution. It may contain default time values (such as 00:00:00). This field is only populated in API version 2019-05-29 and later. |
isoCurrencyCode - String | The ISO-4217 currency code of the transaction. Always null if unofficial_currency_code is non-null. |
location - TransactionRemoteDataPlaidLocationFilter | A representation of where a transaction took place |
logoUrl - String | The logo associated with the merchant, if available. Formatted as a 100x100 pixels PNG file path. |
merchantName - String | The merchant name, as enriched by Plaid from the name field. This is typically a more human-readable version of the merchant counterparty in the transaction. For some bank transactions (such as checks or account transfers) where there is no meaningful merchant name, this value will be null . |
name - String | The merchant name or transaction description. If the |
originalDescription - String | The string returned by the financial institution to describe the transaction. For transactions returned by /transactions/get , this field is in beta and will be omitted unless the client is both enrolled in the closed beta program and has set options.include_original_description to true . |
paymentChannel - String | The channel used to make a payment.
This field replaces the |
paymentMeta - TransactionRemoteDataPlaidPaymentMetaFilter | Transaction information specific to inter-bank transfers. If the transaction was not an inter-bank transfer, all fields will be If the |
pending - Boolean | When true , identifies the transaction as pending or unsettled. Pending transaction details (name, type, amount, category ID) may change before they are settled. |
pendingTransactionId - String | The ID of a posted transaction's associated pending transaction, where applicable. |
personalFinanceCategory - TransactionRemoteDataPlaidPersonalFinanceCategoryFilter | Information describing the intent of the transaction. Most relevant for personal finance use cases, but not limited to such use cases. See the |
transactionCode - String | An identifier classifying the transaction type. This field is only populated for European institutions. For institutions in the US and Canada, this field is set to
|
transactionId - String | The unique ID of the transaction. Like all Plaid identifiers, the transaction_id is case sensitive. |
unofficialCurrencyCode - String | The unofficial currency code associated with the transaction. Always See the currency code schema for a full listing of supported |
website - String | The website associated with the merchant, if available. |
Example
{
"accountId": "xyz789",
"accountOwner": "xyz789",
"amount": 987.65,
"authorizedDate": "2007-12-03",
"authorizedDatetime": "2007-12-03T10:15:30Z",
"category": ["xyz789"],
"categoryId": "xyz789",
"checkNumber": "xyz789",
"date": "2007-12-03",
"datetime": "2007-12-03T10:15:30Z",
"isoCurrencyCode": "abc123",
"location": TransactionRemoteDataPlaidLocationFilter,
"logoUrl": "abc123",
"merchantName": "abc123",
"name": "xyz789",
"originalDescription": "abc123",
"paymentChannel": "xyz789",
"paymentMeta": TransactionRemoteDataPlaidPaymentMetaFilter,
"pending": true,
"pendingTransactionId": "abc123",
"personalFinanceCategory": TransactionRemoteDataPlaidPersonalFinanceCategoryFilter,
"transactionCode": "xyz789",
"transactionId": "xyz789",
"unofficialCurrencyCode": "xyz789",
"website": "abc123"
}
TransactionRemoteDataPlaidLocationFilter
Description
Options for filtering inside Plaid's Transaction Location data
Fields
Input Field | Description |
---|---|
address - String | The street address where the transaction occurred. |
city - String | The city where the transaction occurred. |
country - String | The ISO 3166-1 alpha-2 country code where the transaction occurred. |
lat - Float | The latitude where the transaction occurred. |
lon - Float | The longitude where the transaction occurred. |
postalCode - String | The postal code where the transaction occurred. In API versions 2018-05-22 and earlier, this field is called zip . |
region - String | The region or state where the transaction occurred. In API versions 2018-05-22 and earlier, this field is called state . |
storeNumber - String | The merchant defined store number where the transaction occurred. |
Example
{
"address": "xyz789",
"city": "abc123",
"country": "xyz789",
"lat": 123.45,
"lon": 987.65,
"postalCode": "xyz789",
"region": "abc123",
"storeNumber": "xyz789"
}
TransactionRemoteDataPlaidPaymentMetaFilter
Description
Options for filtering inside Plaid's Transaction Payment Meta data
Fields
Input Field | Description |
---|---|
byOrderOf - String | The party initiating a wire transfer. Will be null if the transaction is not a wire transfer. |
payee - String | For transfers, the party that is receiving the transaction. |
payer - String | For transfers, the party that is paying the transaction. |
paymentMethod - String | The type of transfer, e.g. 'ACH' |
paymentProcessor - String | The name of the payment processor |
ppdId - String | The ACH PPD ID for the payer. |
reason - String | The payer-supplied description of the transfer. |
referenceNumber - String | The transaction reference number supplied by the financial institution. |
Example
{
"byOrderOf": "xyz789",
"payee": "xyz789",
"payer": "abc123",
"paymentMethod": "xyz789",
"paymentProcessor": "abc123",
"ppdId": "abc123",
"reason": "xyz789",
"referenceNumber": "xyz789"
}
TransactionRemoteDataPlaidPersonalFinanceCategoryFilter
Description
Options for filtering inside Plaid's Personal Finance Category data
Example
{
"detailed": "abc123",
"primary": "abc123"
}
TransactionRemoteDataPlaidTransaction
Description
The remote data of the Transaction.
Fields
Field Name | Description |
---|---|
response - PlaidTransaction | The response body. |
timestamp - DateTime! | The date and time when the data was fetched. |
Example
{
"response": PlaidTransaction,
"timestamp": "2007-12-03T10:15:30Z"
}
TransactionSort
Description
Options for sorting transactions.
Values
Enum Value | Description |
---|---|
| Oldest First, Pending Last |
| Newest First, Pending First |
Example
"DATE_ASC"
TransactionStatus
Description
Represents the status for a Transaction.
Values
Enum Value | Description |
---|---|
| Awaiting decision or settlement, and may be replaced, updated, or removed. |
| Announced or published as conclusive. |
| Estimated or forecast on the basis of current trends or data. |
Example
"PENDING"
TransactionUpdateInput
Description
Autogenerated input type of TransactionUpdate
Example
{
"clientMutationId": "abc123",
"id": 4,
"metadata": {}
}
TransactionUpdatePayload
Description
Autogenerated return type of TransactionUpdate.
Fields
Field Name | Description |
---|---|
clientMutationId - String | A unique identifier for the client performing the mutation. |
errors - [Error!] | List of errors from an unsuccessful mutation. |
record - Transaction | The updated transaction. |
success - Boolean! | Specifies whether the mutation was successful. |
Example
{
"clientMutationId": "xyz789",
"errors": [Error],
"record": Transaction,
"success": false
}
URL
Description
Represents a valid URL, transported as a string.
Example
"http://www.test.com/"