AI2Fin Analytics & Reports API

Financial analytics and tax report generation

Operations 2

GET /api/analytics/summary Get financial summary #
POST /api/export/ato Export ATO tax report #

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OpenAPI Specification

ai2fin-com-analytics-reports-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: AI2Fin Financial Management Analytics & Reports 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: Analytics & Reports
  description: Financial analytics and tax report generation
paths:
  /api/analytics/summary:
    get:
      tags:
      - Analytics & Reports
      summary: Get financial summary
      description: Retrieve comprehensive financial analytics and insights
      parameters:
      - name: startDate
        in: query
        schema:
          type: string
          format: date
      - name: endDate
        in: query
        schema:
          type: string
          format: date
      - name: groupBy
        in: query
        schema:
          type: string
          enum:
          - day
          - week
          - month
          - year
      responses:
        '200':
          description: Analytics retrieved
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AnalyticsSummary'
      operationId: getApiAnalyticsSummary
      x-operation-id-source: derived
  /api/export/ato:
    post:
      tags:
      - Analytics & Reports
      summary: Export ATO tax report
      description: Generate ATO-compliant tax deduction report
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                financialYear:
                  type: string
                  example: '2024'
                format:
                  type: string
                  enum:
                  - csv
                  - pdf
                  - xlsx
      responses:
        '200':
          description: Export generated
          content:
            application/octet-stream:
              schema:
                type: string
                format: binary
      operationId: postApiExportAto
      x-operation-id-source: derived
components:
  schemas:
    AnalyticsSummary:
      type: object
      properties:
        totalIncome:
          type: number
        totalExpenses:
          type: number
        netProfit:
          type: number
        taxDeductible:
          type: number
        categoryBreakdown:
          type: array
          items:
            type: object
        monthlyTrends:
          type: array
          items:
            type: object
  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.'