Banking API
The Banking API exposes standardized banking data for a company’s connected bank accounts, allowing you to list accounts, retrieve individual account details, get current balances, and query transaction categories and transactions with paging, filtering, and ordering options.
GET
/companies/{companyId}/connections/{connectionId}/data/banking-accountBalances
List account balances
companyId ( path , required ) connectionId ( path , required ) page ( query , required , page ) — Page number. [Read more](https://docs.codat.io/using-the-api/paging).pageSize ( query , limit ) — Number of records to return in a page. [Read more](https://docs.codat.io/using-the-api/paging).query ( query ) — Codat query string. [Read more](https://docs.codat.io/using-the-api/querying).orderBy ( query ) — Field to order results by. [Read more](https://docs.codat.io/using-the-api/ordering-results).GET
/companies/{companyId}/connections/{connectionId}/data/banking-accounts
List accounts
companyId ( path , required ) connectionId ( path , required ) page ( query , required , page ) — Page number. [Read more](https://docs.codat.io/using-the-api/paging).pageSize ( query , limit ) — Number of records to return in a page. [Read more](https://docs.codat.io/using-the-api/paging).query ( query ) — Codat query string. [Read more](https://docs.codat.io/using-the-api/querying).orderBy ( query ) — Field to order results by. [Read more](https://docs.codat.io/using-the-api/ordering-results).GET
/companies/{companyId}/connections/{connectionId}/data/banking-accounts/{accountId}
Get account
companyId ( path , required ) connectionId ( path , required ) accountId ( path , required ) — Unique identifier for an accountGET
/companies/{companyId}/connections/{connectionId}/data/banking-transactionCategories
List all transaction categories
page ( query , required , page ) — Page number. [Read more](https://docs.codat.io/using-the-api/paging).pageSize ( query , limit ) — Number of records to return in a page. [Read more](https://docs.codat.io/using-the-api/paging).query ( query ) — Codat query string. [Read more](https://docs.codat.io/using-the-api/querying).orderBy ( query ) — Field to order results by. [Read more](https://docs.codat.io/using-the-api/ordering-results).GET
/companies/{companyId}/connections/{connectionId}/data/banking-transactionCategories/{transactionCategoryId}
Get transaction category
GET
/companies/{companyId}/connections/{connectionId}/data/banking-transactions
List transactions
page ( query , required , page ) — Page number. [Read more](https://docs.codat.io/using-the-api/paging).pageSize ( query , limit ) — Number of records to return in a page. [Read more](https://docs.codat.io/using-the-api/paging).query ( query ) — Codat query string. [Read more](https://docs.codat.io/using-the-api/querying).orderBy ( query ) — Field to order results by. [Read more](https://docs.codat.io/using-the-api/ordering-results).GET
/companies/{companyId}/connections/{connectionId}/data/banking-transactions/{transactionId}
Get bank transaction
GET
/companies/{companyId}/data/banking-transactions
List banking transactions
page ( query , required , page ) — Page number. [Read more](https://docs.codat.io/using-the-api/paging).pageSize ( query , limit ) — Number of records to return in a page. [Read more](https://docs.codat.io/using-the-api/paging).query ( query ) — Codat query string. [Read more](https://docs.codat.io/using-the-api/querying).orderBy ( query ) — Field to order results by. [Read more](https://docs.codat.io/using-the-api/ordering-results).
8 endpoints auto-detected
Authentication
This API uses an API key, passed in the "Authorization" header. No OAuth required.
curl -X GET \
"https://api.codat.io/companies/{companyId}/connections/{connectionId}/data/banking-accountBalances" \
-H "Authorization: YOUR_API_KEY" api.codat.io · HTTPS only
