AI2Fin

AI2Fin AI Analysis API

AI-driven categorization and tax analysis endpoints

GitHub OpenAPI

Operations 4

POST /api/intelligent-categorization/unified/categorize Categorize transactions with AI #
POST /api/intelligent-categorization/unified/tax Analyze transactions for tax deductions #
POST /api/intelligent-tax-deduction/analyze-transaction Analyze single transaction for tax deductibility #
POST /api/intelligent-tax-deduction/apply-results Apply tax analysis results #

Specifications

⚙
OpenAPI
https://artifacts.apis.io/ai2fin-com/openapi/ai2fin-com-ai-analysis-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://artifacts.apis.io/ai2fin-com/json-schema/ai2fin-com-transaction-field-history-schema.json
📊
JSONSchema
https://artifacts.apis.io/ai2fin-com/json-schema/ai2fin-com-category-set-schema.json
📊
JSONSchema
https://artifacts.apis.io/ai2fin-com/json-schema/ai2fin-com-custom-rule-input-schema.json
📊
JSONSchema
https://artifacts.apis.io/ai2fin-com/json-schema/ai2fin-com-transaction-category-schema.json
📊
JSONSchema
https://artifacts.apis.io/ai2fin-com/json-schema/ai2fin-com-bank-transaction-schema.json
📊
JSONSchema
https://artifacts.apis.io/ai2fin-com/json-schema/ai2fin-com-bill-pattern-input-schema.json

Other Resources

🔗
APIsJSON
https://artifacts.apis.io/ai2fin-com/apis.yml

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OpenAPI Specification

ai2fin-com-ai-analysis-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: AI2Fin Financial Management AI Analysis API
  description: Financial management platform with AI-powered categorization, tax optimization, and bill management.
  version: 1.0.0
  contact:
    name: AI2Fin Support
    url: https://ai2fin.com
  license:
    name: Proprietary
servers:
- url: https://api.ai2fin.com
  description: Production
- url: http://localhost:3001
  description: Local Development
security:
- bearerAuth: []
- cookieAuth: []
tags:
- name: AI Analysis
  description: AI-driven categorization and tax analysis endpoints
paths:
  /api/intelligent-categorization/unified/categorize:
    post:
      tags:
      - AI Analysis
      summary: Categorize transactions with AI
      description: Analyze one or more transactions and return suggested categories with confidence and reasoning.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
              - transactions
              properties:
                transactions:
                  type: array
                  items:
                    type: object
                    description: Transaction payload matching bank transaction shape
                userProfile:
                  type: object
                  description: Optional user profile overrides (businessType, profession, etc.)
      responses:
        '200':
          description: Categorization results returned
          content:
            application/json:
              schema:
                type: object
                properties:
                  success:
                    type: boolean
                  data:
                    type: object
      operationId: postApiIntelligentCategorizationUnifiedCategorize
      x-operation-id-source: derived
  /api/intelligent-categorization/unified/tax:
    post:
      tags:
      - AI Analysis
      summary: Analyze transactions for tax deductions
      description: Return tax deductibility analysis, documentation requirements, and GST considerations for each transaction.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
              - transactions
              properties:
                transactions:
                  type: array
                  items:
                    type: object
                    description: Transaction payload matching bank transaction shape
                userProfile:
                  type: object
                  description: Optional user profile overrides (businessType, profession, etc.)
      responses:
        '200':
          description: Tax analysis results returned
          content:
            application/json:
              schema:
                type: object
                properties:
                  success:
                    type: boolean
                  data:
                    type: object
      operationId: postApiIntelligentCategorizationUnifiedTax
      x-operation-id-source: derived
  /api/intelligent-tax-deduction/analyze-transaction:
    post:
      tags:
      - AI Analysis
      summary: Analyze single transaction for tax deductibility
      description: Evaluate a single transaction using the intelligent tax deduction engine.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
              - transactionId
              properties:
                transactionId:
                  type: string
                description:
                  type: string
                amount:
                  type: number
                date:
                  type: string
                  format: date-time
                merchant:
                  type: string
                category:
                  type: string
                primaryType:
                  type: string
                secondaryType:
                  type: string
      responses:
        '200':
          description: Tax deductibility analysis returned
          content:
            application/json:
              schema:
                type: object
                properties:
                  success:
                    type: boolean
                  result:
                    type: object
                  message:
                    type: string
      operationId: postApiIntelligentTaxDeductionAnalyzeTransaction
      x-operation-id-source: derived
  /api/intelligent-tax-deduction/apply-results:
    post:
      tags:
      - AI Analysis
      summary: Apply tax analysis results
      description: Persist AI tax analysis decisions (deductibility, business use, GST metadata) back to transactions.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
              - results
              properties:
                results:
                  type: array
                  items:
                    type: object
                    required:
                    - id
                    - isTaxDeductible
                    properties:
                      id:
                        type: string
                      isTaxDeductible:
                        type: boolean
                      businessUsePercentage:
                        type: number
                      confidence:
                        type: number
                      reasoning:
                        type: string
                      taxCategory:
                        type: string
                      documentationRequired:
                        type: array
                        items:
                          type: string
                      warnings:
                        type: array
                        items:
                          type: string
                      suggestions:
                        type: array
                        items:
                          type: string
      responses:
        '200':
          description: Results applied
          content:
            application/json:
              schema:
                type: object
                properties:
                  success:
                    type: boolean
                  results:
                    type: array
                    items:
                      type: object
                  summary:
                    type: object
                  message:
                    type: string
      operationId: postApiIntelligentTaxDeductionApplyResults
      x-operation-id-source: derived
components:
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT
      description: First-party access token for your own signed-in session, obtained from the /api/enterprise-auth/login endpoint. The REST API returns your own account data to you — it is a first-party consumer surface, not a third-party integration channel. Data from connected bank feeds (open-banking / CDR data) is your own data, returned only to you in your own authenticated session.
    cookieAuth:
      type: apiKey
      in: cookie
      name: ai2_sess
      description: Session cookie for web applications
    apiKeyAuth:
      type: apiKey
      in: header
      name: X-API-Key
      description: 'API key for the MCP Inspector endpoint (/mcp/inspector) only. Generate your own key via /api/api-keys. Format: mcp_<64 hex characters>. API keys carry mcp:* scopes and authenticate MCP Inspector operations — they are not accepted on the REST API (/api/...) or the main MCP endpoint (/mcp), which use OAuth bearer tokens.'