betteroff-finance Connections API

The connections API from betteroff-finance — 12 operation(s) for connections.

Operations 13

GET /connections/result Get connections result #
PATCH /connections/{id} Patch connections id #
DELETE /connections/{id} Delete connections id #
POST /connections/exit-reason Post connections exit reason #
POST /connections/events Post connections events #
POST /connections/{id}/delete Post connections id delete #
POST /connections/{id}/refresh Post connections id refresh #
POST /connections/start Post connections start #
POST /connections/finish Post connections finish #
GET /connections/sources Get connections sources #
GET /connections/plaid/institutions Get connections plaid institutions #
PATCH /connections/plaid/opt-ins Patch connections plaid opt ins #
GET /connections/ccxt Get connections ccxt #

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OpenAPI Specification

betteroff-finance-connections-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Betteroff Finance Connections API
  version: 0.5.0+cd65185c
  description: 'Operations tagged connections across 2 of this provider''s published API definitions: betteroff-finance-openapi.json, betteroff-finance-public.json. Each path carries the servers of the definition it was published in.'
servers:
- url: https://api.betteroff.finance
tags:
- name: Connections
paths:
  /connections/result:
    get:
      operationId: getConnectionsResult
      tags:
      - Connections
      security:
      - session: []
      responses:
        '200':
          description: Success
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Get connections result
      x-summary-source: derived
    servers:
    - url: https://api.betteroff.finance
  /connections/{id}:
    patch:
      operationId: patchConnectionsId
      tags:
      - Connections
      security:
      - session: []
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $schema: https://json-schema.org/draft/2020-12/schema
              type: object
              properties:
                nickname:
                  anyOf:
                  - type: string
                    maxLength: 80
                  - type: 'null'
              required:
              - nickname
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $schema: https://json-schema.org/draft/2020-12/schema
                type: object
                properties:
                  success:
                    type: boolean
                    const: true
                  nickname:
                    type:
                    - string
                    - 'null'
                required:
                - success
                - nickname
                additionalProperties: false
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Patch connections id
      x-summary-source: derived
    delete:
      operationId: deleteConnectionsId
      tags:
      - Connections
      security:
      - session: []
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
      responses:
        '202':
          description: Success
          content:
            application/json:
              schema:
                $schema: https://json-schema.org/draft/2020-12/schema
                type: object
                properties:
                  success:
                    type: boolean
                    const: true
                  lifecycleState:
                    type: string
                    enum:
                    - active
                    - disconnect_pending
                    - disconnected
                    - delete_pending
                required:
                - success
                - lifecycleState
                additionalProperties: false
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Delete connections id
      x-summary-source: derived
    servers:
    - url: https://api.betteroff.finance
  /connections/exit-reason:
    post:
      operationId: postConnectionsExitReason
      tags:
      - Connections
      security:
      - session: []
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $schema: https://json-schema.org/draft/2020-12/schema
              type: object
              properties:
                source: {}
                reason: {}
              required:
              - source
              - reason
      responses:
        '204':
          description: No content
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Post connections exit reason
      x-summary-source: derived
    servers:
    - url: https://api.betteroff.finance
  /connections/events:
    post:
      operationId: postConnectionsEvents
      tags:
      - Connections
      security:
      - session: []
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $schema: https://json-schema.org/draft/2020-12/schema
              type: object
              properties:
                provider:
                  type: string
                  const: plaid
                event:
                  type: string
                  enum:
                  - plaid.link_opened
                  - plaid.link_exited
                  - plaid.link_succeeded
                attemptId:
                  type: string
                  format: uuid
                  pattern: ^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$
                mode:
                  type: string
                  enum:
                  - create
                  - update
                connectionId:
                  type: string
                  maxLength: 64
                institutionId:
                  type: string
                  maxLength: 64
                institutionName:
                  type: string
                  maxLength: 160
                linkSessionId:
                  type: string
                  maxLength: 128
                errorCode:
                  type: string
                  maxLength: 96
                errorClass:
                  type: string
                  maxLength: 96
                metadata:
                  type: object
                  properties:
                    exit_kind:
                      type: string
                      enum:
                      - customer_exit
                      - provider_error
                      - betteroff_error
                      - unknown
                    exit_stage:
                      type: string
                      enum:
                      - institution
                      - credentials
                      - verification
                      - oauth
                      - account_selection
                      - completion
                      - unknown
                    duration_band:
                      type: string
                      enum:
                      - under_10s
                      - 10_to_30s
                      - 30_to_120s
                      - 2_to_5m
                      - over_5m
                      - unknown
                    retryable:
                      type: boolean
                    sdk_status:
                      type: string
                      enum:
                      - requires_institution
                      - requires_credentials
                      - requires_verification
                      - requires_oauth
                      - requires_account_selection
                      - complete
                      - unknown
                    status:
                      type: string
                      pattern: ^[a-z_]{1,64}$
                    error_type:
                      type: string
                      pattern: ^[A-Z_]{1,64}$
                    request_id:
                      type: string
                      pattern: ^[A-Za-z0-9]{1,64}$
                  additionalProperties: false
              required:
              - provider
              - event
      responses:
        '204':
          description: No content
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Post connections events
      x-summary-source: derived
    servers:
    - url: https://api.betteroff.finance
  /connections/{id}/delete:
    post:
      operationId: postConnectionsIdDelete
      tags:
      - Connections
      security:
      - session: []
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
      responses:
        '202':
          description: Success
          content:
            application/json:
              schema:
                $schema: https://json-schema.org/draft/2020-12/schema
                type: object
                properties:
                  success:
                    type: boolean
                    const: true
                  lifecycleState:
                    type: string
                    enum:
                    - active
                    - disconnect_pending
                    - disconnected
                    - delete_pending
                required:
                - success
                - lifecycleState
                additionalProperties: false
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Post connections id delete
      x-summary-source: derived
    servers:
    - url: https://api.betteroff.finance
  /connections/{id}/refresh:
    post:
      operationId: postConnectionsIdRefresh
      tags:
      - Connections
      security:
      - session: []
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
      responses:
        '202':
          description: Success
          content:
            application/json:
              schema:
                $schema: https://json-schema.org/draft/2020-12/schema
                type: object
                properties:
                  message:
                    type: string
                required:
                - message
                additionalProperties: false
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Post connections id refresh
      x-summary-source: derived
    servers:
    - url: https://api.betteroff.finance
  /connections/start:
    post:
      operationId: postConnectionsStart
      tags:
      - Connections
      security:
      - session: []
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $schema: https://json-schema.org/draft/2020-12/schema
              oneOf:
              - type: object
                properties:
                  source:
                    type: string
                    const: plaid
                  input:
                    type: object
                    properties:
                      connectionId:
                        type: string
                        maxLength: 64
                      institutionId:
                        type: string
                        maxLength: 64
                      products:
                        default: []
                        type: array
                        items:
                          type: string
                          enum:
                          - investments
                          - investment_transactions
                          - liabilities
                          - liabilities_only
                required:
                - source
              - type: object
                properties:
                  source:
                    type: string
                    const: exchange
                  input:
                    type: object
                    properties:
                      attemptId:
                        type: string
                        format: uuid
                        pattern: ^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$
                      sameAccountConfirmed:
                        type: boolean
                      connectionId:
                        type: string
                        format: uuid
                        pattern: ^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$
                      exchange:
                        type: string
                        minLength: 1
                        maxLength: 64
                      apiKey:
                        type: string
                        minLength: 1
                        maxLength: 512
                      secret:
                        type: string
                        minLength: 1
                        maxLength: 1024
                      password:
                        type: string
                        maxLength: 256
                      uid:
                        type: string
                        maxLength: 256
                    required:
                    - exchange
                    - apiKey
                    - secret
                required:
                - source
                - input
              - type: object
                properties:
                  source:
                    type: string
                    const: wallet
                  input:
                    type: object
                    properties:
                      attemptId:
                        type: string
                        format: uuid
                        pattern: ^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$
                      connectionId:
                        type: string
                        format: uuid
                        pattern: ^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$
                      address:
                        type: string
                        minLength: 1
                        maxLength: 128
                      chain:
                        type: string
                        minLength: 1
                        maxLength: 32
                      label:
                        type: string
                        maxLength: 80
                    required:
                    - address
                    - chain
                required:
                - source
                - input
      responses:
        '200':
          description: Success
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Post connections start
      x-summary-source: derived
    servers:
    - url: https://api.betteroff.finance
  /connections/finish:
    post:
      operationId: postConnectionsFinish
      tags:
      - Connections
      security:
      - session: []
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $schema: https://json-schema.org/draft/2020-12/schema
              oneOf:
              - type: object
                properties:
                  provider:
                    type: string
                    const: plaid
                  input:
                    type: object
                    properties:
                      attemptId:
                        type: string
                        format: uuid
                        pattern: ^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$
                      publicToken:
                        type: string
                        maxLength: 512
                      connectionId:
                        type: string
                        maxLength: 64
                      mode:
                        default: create
                        type: string
                        enum:
                        - create
                        - update
                      products:
                        default: []
                        type: array
                        items:
                          type: string
                          enum:
                          - investments
                          - investment_transactions
                          - liabilities
                          - liabilities_only
                      metadata:
                        type: object
                        properties:
                          institution:
                            anyOf:
                            - type: object
                              properties:
                                name:
                                  type: string
                                  maxLength: 160
                            - type: 'null'
                          link_session_id:
                            type: string
                            maxLength: 128
                required:
                - provider
                - input
      responses:
        '200':
          description: Success
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Post connections finish
      x-summary-source: derived
    servers:
    - url: https://api.betteroff.finance
  /connections/sources:
    get:
      operationId: getConnectionsSources
      tags:
      - Connections
      security:
      - session: []
      - apiToken:
        - accounts:read
      x-stability: beta
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $schema: https://json-schema.org/draft/2020-12/schema
                type: object
                properties:
                  sources:
                    type: array
                    items:
                      type: object
                      properties:
                        id:
                          type: string
                        source:
                          type: string
                        label:
                          type: string
                        connectionKind:
                          type: string
                        flow:
                          type: string
                        startSupported:
                          type: boolean
                        finishRequired:
                          type: boolean
                        recommendedFor:
                          type: array
                          items:
                            type: string
                        capabilities:
                          type: array
                          items:
                            type: object
                            properties:
                              id:
                                type: string
                              label:
                                type: string
                            required:
                            - id
                            - label
                            additionalProperties: false
                        startEndpoint:
                          type: string
                        finishEndpoint:
                          type: string
                        enabled:
                          type: boolean
                      required:
                      - id
                      - source
                      - label
                      - connectionKind
                      - flow
                      - startSupported
                      - finishRequired
                      - recommendedFor
                      - capabilities
                      additionalProperties: false
                    description: 'The kinds of connection BetterOff offers: a short fixed list that changes only with a BetterOff release. Not paginated.'
                required:
                - sources
                additionalProperties: false
          headers:
            RateLimit-Limit:
              description: 'Sent to API tokens and agent grants: requests per minute in the tighter bucket.'
              schema:
                type: integer
            RateLimit-Remaining:
              schema:
                type: integer
            RateLimit-Reset:
              description: Seconds until the window resets.
              schema:
                type: integer
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Get connections sources
      x-summary-source: derived
    servers:
    - url: https://api.betteroff.finance
  /connections/plaid/institutions:
    get:
      operationId: getConnectionsPlaidInstitutions
      tags:
      - Connections
      security:
      - session: []
      responses:
        '200':
          description: Success
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Get connections plaid institutions
      x-summary-source: derived
    servers:
    - url: https://api.betteroff.finance
  /connections/plaid/opt-ins:
    patch:
      operationId: patchConnectionsPlaidOptIns
      tags:
      - Connections
      security:
      - session: []
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $schema: https://json-schema.org/draft/2020-12/schema
              type: object
              properties:
                connectionId:
                  type: string
                  minLength: 1
                  maxLength: 64
                productOptIns:
                  type: object
                  properties:
                    investments:
                      type: boolean
                    investmentTransactions:
                      type: boolean
                    liabilities:
                      type: boolean
              required:
              - connectionId
              - productOptIns
      responses:
        '200':
          description: Success
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Patch connections plaid opt ins
      x-summary-source: derived
    servers:
    - url: https://api.betteroff.finance
  /connections/ccxt:
    get:
      operationId: getConnectionsCcxt
      tags:
      - Connections
      security:
      - session: []
      responses:
        '200':
          description: Success
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Get connections ccxt
      x-summary-source: derived
    servers:
    - url: https://api.betteroff.finance
components:
  schemas:
    ProblemDetails:
      $schema: https://json-schema.org/draft/2020-12/schema
      type: object
      properties:
        type:
          type: string
          description: Always "about:blank"; branch on `code`.
        title:
          type: string
        status:
          type: integer
          minimum: -9007199254740991
          maximum: 9007199254740991
        detail:
          type: string
        code:
          type: string
          description: Stable UPPER_SNAKE code.
        error:
          type: string
          description: Older clients' copy of `detail`.
        message:
          type: string
          description: Older clients' copy of `detail`.
        requestId:
          description: Diagnostic only; quote it to support.
          type: string
        instance:
          type: string
        details:
          type: object
          propertyNames:
            type: string
          additionalProperties: {}
      required:
      - type
      - title
      - status
      - detail
      - code
      - error
      - message
      additionalProperties: {}
      description: RFC 9457 problem details. Some refusals add fields; ignore ones you don't know.
  securitySchemes:
    session:
      type: http
      scheme: bearer
      description: 'The BetterOff app acting for its signed-in user. Not available to integrations: Better Auth session tokens and browser session cookies are rejected. Use an API token or agent OAuth.'
    apiToken:
      type: http
      scheme: bearer
      description: Personal API token (bo_pat_), created in BetterOff settings with the scopes it may use.
    agentOAuth:
      type: openIdConnect
      openIdConnectUrl: https://app.betteroff.finance/api/auth/.well-known/openid-configuration
      description: Agent OAuth grant; the same token and scopes as /mcp.
x-refined-from:
- betteroff-finance-openapi.json
- betteroff-finance-public.json