Alloy Automation Unified Accounting API

openapi: 3.0.3
info:
  title: Alloy Automation Embedded & Unified API
  description: >-
    Alloy Automation is an embedded integration platform (iPaaS) and Unified API
    for SaaS products. The Embedded product provisions end-user records, per-user
    credentials/connections, and short-lived JWTs to render Alloy's embedded UI.
    The Connectivity API discovers connectors, resources, and actions and executes
    typed actions against a user's credential. The Passthrough API proxies raw
    requests to a third-party provider using a stored credential. The Unified API
    normalizes Commerce, CRM, and Accounting objects across many providers behind a
    single interface. All endpoints use dated versioning (2024-03) and Bearer API
    key authentication; per-user JWTs secure the embedded frontend.
  version: '2024-03'
  contact:
    name: Alloy Automation Support
    url: https://docs.runalloy.com
  termsOfService: https://runalloy.com/terms/
servers:
  - url: https://embedded.runalloy.com/2024-03
    description: Embedded, Connectivity, Passthrough, and Unified API (2024-03)
security:
  - bearerAuth: []
tags:
  - name: Users
    description: End-user records that scope credentials, integrations, and executions.
  - name: User Tokens
    description: Per-user JWTs for rendering the embedded frontend.
  - name: Credentials
    description: Third-party connections held by a user, plus credential metadata.
  - name: Integrations
    description: Available connectors and a user's enabled integrations.
  - name: Connectivity
    description: Discover resources/actions and execute typed actions.
  - name: Passthrough
    description: Raw proxied requests to a provider via a stored credential.
  - name: Events
    description: Execution events and observability.
  - name: Unified Commerce
    description: Normalized commerce objects (products, orders, customers).
  - name: Unified CRM
    description: Normalized CRM objects (contacts, companies, deals).
  - name: Unified Accounting
    description: Normalized accounting objects (accounts, invoices).
paths:
  /users:
    post:
      operationId: createUser
      tags: [Users]
      summary: Create a user
      description: Creates an end-user record in Alloy and returns its userId.
      requestBody:
        required: false
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateUserRequest'
      responses:
        '200':
          description: User created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/User'
    get:
      operationId: listUsers
      tags: [Users]
      summary: List users
      description: Lists the end-user records in your Alloy account.
      responses:
        '200':
          description: A list of users
          content:
            application/json:
              schema:
                type: object
                properties:
                  users:
                    type: array
                    items:
                      $ref: '#/components/schemas/User'
  /users/{userId}:
    parameters:
      - $ref: '#/components/parameters/UserId'
    get:
      operationId: getUser
      tags: [Users]
      summary: Retrieve a single user
      responses:
        '200':
          description: The user
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/User'
    delete:
      operationId: deleteUser
      tags: [Users]
      summary: Delete a user
      responses:
        '200':
          description: User deleted
  /users/{userId}/token:
    parameters:
      - $ref: '#/components/parameters/UserId'
    post:
      operationId: generateUserToken
      tags: [User Tokens]
      summary: Generate a new JWT for a user
      description: >-
        Generates a short-lived JSON Web Token (JWT) for the user, used to securely
        render the Embedded Modal / Alloy Link in your frontend.
      responses:
        '200':
          description: A user JWT
          content:
            application/json:
              schema:
                type: object
                properties:
                  token:
                    type: string
                    description: Short-lived per-user JWT.
  /users/{userId}/credentials:
    parameters:
      - $ref: '#/components/parameters/UserId'
    get:
      operationId: listUserCredentials
      tags: [Credentials]
      summary: List a user's credentials
      responses:
        '200':
          description: The user's credentials
          content:
            application/json:
              schema:
                type: object
                properties:
                  credentials:
                    type: array
                    items:
                      $ref: '#/components/schemas/Credential'
    post:
      operationId: createCredential
      tags: [Credentials]
      summary: Create a credential for a user
      description: >-
        Creates a credential (connection) for a user. Use the credential metadata
        endpoint to learn which auth fields a connector requires.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateCredentialRequest'
      responses:
        '200':
          description: Credential created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Credential'
  /users/{userId}/credentials/{credentialId}:
    parameters:
      - $ref: '#/components/parameters/UserId'
      - $ref: '#/components/parameters/CredentialId'
    get:
      operationId: getCredential
      tags: [Credentials]
      summary: Retrieve a credential
      responses:
        '200':
          description: The credential
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Credential'
    delete:
      operationId: deleteCredential
      tags: [Credentials]
      summary: Delete a credential
      responses:
        '200':
          description: Credential deleted
  /metadata/credentials:
    get:
      operationId: getCredentialMetadata
      tags: [Credentials]
      summary: Retrieve credential structures
      description: >-
        Returns the basic structure of the data that must be provided when adding a
        credential manually for an app, used before calling the create credential
        endpoint.
      parameters:
        - name: app
          in: query
          required: false
          schema:
            type: string
          description: Connector/app identifier to scope the credential metadata to.
      responses:
        '200':
          description: Credential metadata
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CredentialMetadata'
  /integrations:
    get:
      operationId: listIntegrations
      tags: [Integrations]
      summary: List integrations / connectors
      description: >-
        Lists the connectors available to power your integration marketplace, or the
        integrations enabled for a specific user when userId is supplied.
      parameters:
        - name: userId
          in: query
          required: false
          schema:
            type: string
          description: When present, scopes the list to a user's enabled integrations.
      responses:
        '200':
          description: A list of integrations
          content:
            application/json:
              schema:
                type: object
                properties:
                  integrations:
                    type: array
                    items:
                      $ref: '#/components/schemas/Integration'
  /connectors/{connectorId}/resources:
    parameters:
      - name: connectorId
        in: path
        required: true
        schema:
          type: string
    get:
      operationId: listConnectorResources
      tags: [Connectivity]
      summary: List a connector's resources
      description: Lists the entities (resources) a connector exposes.
      responses:
        '200':
          description: Connector resources
          content:
            application/json:
              schema:
                type: object
                properties:
                  resources:
                    type: array
                    items:
                      $ref: '#/components/schemas/Resource'
  /connectors/{connectorId}/actions:
    parameters:
      - name: connectorId
        in: path
        required: true
        schema:
          type: string
    get:
      operationId: listConnectorActions
      tags: [Connectivity]
      summary: List a connector's actions
      description: >-
        Lists the actions an end-user can perform for a connector, optionally scoped
        to a resource.
      parameters:
        - name: resource
          in: query
          required: false
          schema:
            type: string
      responses:
        '200':
          description: Connector actions
          content:
            application/json:
              schema:
                type: object
                properties:
                  actions:
                    type: array
                    items:
                      $ref: '#/components/schemas/Action'
  /actions/execute:
    post:
      operationId: executeAction
      tags: [Connectivity]
      summary: Execute an action
      description: >-
        Executes a typed connector action against a user's credential and returns
        the provider's response.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ExecuteActionRequest'
      responses:
        '200':
          description: Action result
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ActionResult'
  /passthrough:
    post:
      operationId: passthroughRequest
      tags: [Passthrough]
      summary: Make a passthrough request
      description: >-
        Makes a raw, authenticated request to a third-party API using a stored
        credentialId. Alloy attaches the provider auth and refreshes tokens; you
        supply the provider's native request path, method, headers, and body.
      parameters:
        - name: credentialId
          in: query
          required: true
          schema:
            type: string
          description: The end-user credential ID to authenticate the request with.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PassthroughRequest'
      responses:
        '200':
          description: The proxied provider response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
  /events:
    get:
      operationId: listEvents
      tags: [Events]
      summary: List events
      description: >-
        Lists execution and provider events for observability. Supports pagination
        via cursor.
      parameters:
        - name: userId
          in: query
          required: false
          schema:
            type: string
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          description: A page of events
          content:
            application/json:
              schema:
                type: object
                properties:
                  events:
                    type: array
                    items:
                      $ref: '#/components/schemas/Event'
                  pageInfo:
                    $ref: '#/components/schemas/PageInfo'
  /events/{eventId}:
    parameters:
      - name: eventId
        in: path
        required: true
        schema:
          type: string
    get:
      operationId: getEvent
      tags: [Events]
      summary: Retrieve an event
      responses:
        '200':
          description: The event
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Event'
  /commerce/products:
    get:
      operationId: listProducts
      tags: [Unified Commerce]
      summary: List products
      parameters:
        - $ref: '#/components/parameters/ConnectionId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          description: A page of products
          content:
            application/json:
              schema:
                type: object
                properties:
                  products:
                    type: array
                    items:
                      $ref: '#/components/schemas/Product'
                  pageInfo:
                    $ref: '#/components/schemas/PageInfo'
  /commerce/orders:
    get:
      operationId: listOrders
      tags: [Unified Commerce]
      summary: List orders
      parameters:
        - $ref: '#/components/parameters/ConnectionId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          description: A page of orders
          content:
            application/json:
              schema:
                type: object
                properties:
                  orders:
                    type: array
                    items:
                      $ref: '#/components/schemas/Order'
                  pageInfo:
                    $ref: '#/components/schemas/PageInfo'
  /commerce/customers:
    get:
      operationId: listCommerceCustomers
      tags: [Unified Commerce]
      summary: List commerce customers
      parameters:
        - $ref: '#/components/parameters/ConnectionId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          description: A page of commerce customers
          content:
            application/json:
              schema:
                type: object
                properties:
                  customers:
                    type: array
                    items:
                      $ref: '#/components/schemas/CommerceCustomer'
                  pageInfo:
                    $ref: '#/components/schemas/PageInfo'
  /crm/contacts:
    get:
      operationId: listContacts
      tags: [Unified CRM]
      summary: List contacts
      parameters:
        - $ref: '#/components/parameters/ConnectionId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          description: A page of contacts
          content:
            application/json:
              schema:
                type: object
                properties:
                  contacts:
                    type: array
                    items:
                      $ref: '#/components/schemas/Contact'
                  pageInfo:
                    $ref: '#/components/schemas/PageInfo'
    post:
      operationId: createContact
      tags: [Unified CRM]
      summary: Create a contact
      parameters:
        - $ref: '#/components/parameters/ConnectionId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Contact'
      responses:
        '200':
          description: Contact created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Contact'
  /crm/companies:
    get:
      operationId: listCompanies
      tags: [Unified CRM]
      summary: List companies
      parameters:
        - $ref: '#/components/parameters/ConnectionId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          description: A page of companies
          content:
            application/json:
              schema:
                type: object
                properties:
                  companies:
                    type: array
                    items:
                      $ref: '#/components/schemas/Company'
                  pageInfo:
                    $ref: '#/components/schemas/PageInfo'
  /crm/deals:
    get:
      operationId: listDeals
      tags: [Unified CRM]
      summary: List deals
      parameters:
        - $ref: '#/components/parameters/ConnectionId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          description: A page of deals
          content:
            application/json:
              schema:
                type: object
                properties:
                  deals:
                    type: array
                    items:
                      $ref: '#/components/schemas/Deal'
                  pageInfo:
                    $ref: '#/components/schemas/PageInfo'
  /accounting/accounts:
    get:
      operationId: listAccounts
      tags: [Unified Accounting]
      summary: List accounts
      description: Lists accounts from the connected ledger's chart of accounts.
      parameters:
        - $ref: '#/components/parameters/ConnectionId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          description: A page of accounts
          content:
            application/json:
              schema:
                type: object
                properties:
                  accounts:
                    type: array
                    items:
                      $ref: '#/components/schemas/Account'
                  pageInfo:
                    $ref: '#/components/schemas/PageInfo'
    post:
      operationId: createAccount
      tags: [Unified Accounting]
      summary: Create an account
      parameters:
        - $ref: '#/components/parameters/ConnectionId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Account'
      responses:
        '200':
          description: Account created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Account'
  /accounting/invoices:
    get:
      operationId: listInvoices
      tags: [Unified Accounting]
      summary: List invoices
      parameters:
        - $ref: '#/components/parameters/ConnectionId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          description: A page of invoices
          content:
            application/json:
              schema:
                type: object
                properties:
                  invoices:
                    type: array
                    items:
                      $ref: '#/components/schemas/Invoice'
                  pageInfo:
                    $ref: '#/components/schemas/PageInfo'
components:
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: >-
        Bearer API key in the Authorization header, e.g.
        `Authorization: Bearer YOUR_API_KEY`. Frontend calls use a per-user JWT
        instead of the master key.
  parameters:
    UserId:
      name: userId
      in: path
      required: true
      schema:
        type: string
      description: The Alloy end-user record ID.
    CredentialId:
      name: credentialId
      in: path
      required: true
      schema:
        type: string
      description: The end-user credential (connection) ID.
    ConnectionId:
      name: connectionId
      in: query
      required: true
      schema:
        type: string
      description: The connected account (credential) to read/write unified data through.
    Cursor:
      name: cursor
      in: query
      required: false
      schema:
        type: string
      description: Opaque pagination cursor from a prior pageInfo.
    Limit:
      name: limit
      in: query
      required: false
      schema:
        type: integer
        default: 50
        maximum: 250
      description: Maximum number of records to return per page.
  schemas:
    CreateUserRequest:
      type: object
      properties:
        username:
          type: string
          description: Optional external username / label for the user.
        fullName:
          type: string
    User:
      type: object
      properties:
        userId:
          type: string
        username:
          type: string
        fullName:
          type: string
        createdAt:
          type: string
          format: date-time
    CreateCredentialRequest:
      type: object
      required: [app]
      properties:
        app:
          type: string
          description: Connector/app identifier the credential is for.
        data:
          type: object
          additionalProperties: true
          description: Auth field values, shaped per the credential metadata.
    Credential:
      type: object
      properties:
        credentialId:
          type: string
        app:
          type: string
        userId:
          type: string
        createdAt:
          type: string
          format: date-time
    CredentialMetadata:
      type: object
      properties:
        app:
          type: string
        fields:
          type: array
          items:
            type: object
            properties:
              name:
                type: string
              label:
                type: string
              type:
                type: string
              required:
                type: boolean
    Integration:
      type: object
      properties:
        connectorId:
          type: string
        name:
          type: string
        category:
          type: string
        authType:
          type: string
          enum: [oauth2, apiKey, basic]
    Resource:
      type: object
      properties:
        name:
          type: string
        label:
          type: string
    Action:
      type: object
      properties:
        name:
          type: string
        label:
          type: string
        resource:
          type: string
        parameters:
          type: array
          items:
            type: object
            additionalProperties: true
    ExecuteActionRequest:
      type: object
      required: [credentialId, action]
      properties:
        credentialId:
          type: string
        connectorId:
          type: string
        action:
          type: string
        input:
          type: object
          additionalProperties: true
    ActionResult:
      type: object
      properties:
        status:
          type: string
        data:
          type: object
          additionalProperties: true
    PassthroughRequest:
      type: object
      required: [method, path]
      properties:
        method:
          type: string
          enum: [GET, POST, PUT, PATCH, DELETE]
        path:
          type: string
          description: The provider-native request path, e.g. /admin/api/2024-01/orders.json
        headers:
          type: object
          additionalProperties:
            type: string
        body:
          type: object
          additionalProperties: true
    Event:
      type: object
      properties:
        eventId:
          type: string
        userId:
          type: string
        type:
          type: string
        status:
          type: string
        createdAt:
          type: string
          format: date-time
        data:
          type: object
          additionalProperties: true
    Product:
      type: object
      properties:
        id:
          type: string
        title:
          type: string
        sku:
          type: string
        price:
          type: number
        currency:
          type: string
        remoteId:
          type: string
    Order:
      type: object
      properties:
        id:
          type: string
        orderNumber:
          type: string
        totalPrice:
          type: number
        currency:
          type: string
        status:
          type: string
        customerId:
          type: string
        remoteId:
          type: string
    CommerceCustomer:
      type: object
      properties:
        id:
          type: string
        email:
          type: string
        firstName:
          type: string
        lastName:
          type: string
        remoteId:
          type: string
    Contact:
      type: object
      properties:
        id:
          type: string
        firstName:
          type: string
        lastName:
          type: string
        email:
          type: string
        phone:
          type: string
        companyId:
          type: string
        remoteId:
          type: string
    Company:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        domain:
          type: string
        remoteId:
          type: string
    Deal:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        amount:
          type: number
        currency:
          type: string
        stage:
          type: string
        companyId:
          type: string
        remoteId:
          type: string
    Account:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        type:
          type: string
        classification:
          type: string
        currency:
          type: string
        remoteId:
          type: string
    Invoice:
      type: object
      properties:
        id:
          type: string
        number:
          type: string
        contactId:
          type: string
        totalAmount:
          type: number
        currency:
          type: string
        status:
          type: string
        issueDate:
          type: string
          format: date
        dueDate:
          type: string
          format: date
        remoteId:
          type: string
    PageInfo:
      type: object
      properties:
        hasNextPage:
          type: boolean
        nextCursor:
          type: string