Chariot Transactions API

Account transaction history

OpenAPI Specification

chariot-transactions-api-openapi.yml Raw ↑
openapi: 3.0.0
info:
  title: Chariot FDX Accounts Transactions API
  version: '6.0'
  description: Financial Data Exchange (FDX) v6 compatible API for read-only access to Chariot bank account data. Implements the FDX v6 standard for account information, transactions, and statements.
  contact:
    name: Chariot Development Team
    url: https://givechariot.com/contact
    email: developers@givechariot.com
servers:
- url: https://api.givechariot.com/fdx/v6
  description: Production
- url: https://devapi.givechariot.com/fdx/v6
  description: Staging
security:
- oauth2: []
tags:
- name: Transactions
  description: Account transaction history
paths:
  /accounts/{id}/transactions:
    get:
      summary: List account transactions
      description: Get a paginated list of transactions for an account. When specifying a date range, both startTime and endTime must be provided together. Defaults to the last 7 days if no date range is specified. Data is available for up to 24 months from the current date.
      operationId: listAccountTransactions
      tags:
      - Transactions
      parameters:
      - $ref: '#/components/parameters/AccountId'
      - $ref: '#/components/parameters/Limit'
      - $ref: '#/components/parameters/PageKey'
      - $ref: '#/components/parameters/StartTime'
      - $ref: '#/components/parameters/EndTime'
      responses:
        '200':
          description: A paginated list of transactions
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ListTransactionsResponse'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '403':
          $ref: '#/components/responses/Forbidden'
        '404':
          $ref: '#/components/responses/NotFound'
        '500':
          $ref: '#/components/responses/InternalServerError'
components:
  responses:
    BadRequest:
      description: Invalid request parameters
      content:
        application/problem+json:
          schema:
            $ref: '#/components/schemas/ProblemDetails'
    Unauthorized:
      description: Missing or invalid OAuth 2.0 Bearer token
      content:
        application/problem+json:
          schema:
            $ref: '#/components/schemas/ProblemDetails'
    NotFound:
      description: Resource not found
      content:
        application/problem+json:
          schema:
            $ref: '#/components/schemas/ProblemDetails'
    Forbidden:
      description: Insufficient permissions or IP not whitelisted
      content:
        application/problem+json:
          schema:
            $ref: '#/components/schemas/ProblemDetails'
    InternalServerError:
      description: Unexpected server error
      content:
        application/problem+json:
          schema:
            $ref: '#/components/schemas/ProblemDetails'
  schemas:
    DepositTransaction:
      type: object
      description: A deposit account transaction.
      required:
      - accountCategory
      - accountId
      - transactionId
      - transactionTimestamp
      - description
      - debitCreditMemo
      - status
      - amount
      properties:
        accountCategory:
          $ref: '#/components/schemas/AccountCategory'
        accountId:
          type: string
          description: The account this transaction belongs to
        transactionId:
          type: string
          description: Unique identifier for the transaction
        transactionTimestamp:
          type: string
          format: date-time
          description: Timestamp when the transaction occurred
        postedTimestamp:
          type: string
          format: date-time
          description: Timestamp when the transaction was posted
        description:
          type: string
          description: Description of the transaction
        memo:
          type: string
          description: Additional memo text
        debitCreditMemo:
          $ref: '#/components/schemas/TransactionDirection'
        category:
          type: string
          description: Transaction category
        subCategory:
          type: string
          description: Transaction sub-category
        status:
          $ref: '#/components/schemas/TransactionStatus'
        amount:
          type: number
          format: double
          description: Transaction amount
        lineItem:
          type: array
          items:
            $ref: '#/components/schemas/LineItem'
        reward:
          $ref: '#/components/schemas/TransactionReward'
        reference:
          type: string
          description: Reference identifier for the transaction
        links:
          type: array
          items:
            $ref: '#/components/schemas/Link'
        fiAttributes:
          type: array
          items:
            $ref: '#/components/schemas/FiAttribute'
        transactionType:
          $ref: '#/components/schemas/DepositTransactionType'
        payee:
          type: string
          description: Payee name
        checkNumber:
          type: integer
          description: Check number if applicable
    Page:
      type: object
      description: Pagination metadata for list responses.
      properties:
        nextPageKey:
          type: string
          description: Cursor token to retrieve the next page of results. Absent when there are no more results.
        totalElements:
          type: integer
          description: Total number of elements across all pages
    TransactionStatus:
      type: string
      description: Status of the transaction
      enum:
      - PENDING
      - POSTED
      - AUTHORIZATION
      - MEMO
    AccountCategory:
      type: string
      description: Category of account
      enum:
      - DEPOSIT_ACCOUNT
    Link:
      type: object
      description: A hyperlink reference.
      required:
      - href
      properties:
        href:
          type: string
          description: URI of the linked resource
    TransactionReward:
      type: object
      description: Reward information associated with a transaction.
      properties:
        categoryId:
          type: string
        accrued:
          type: number
          format: double
        adjusted:
          type: number
          format: double
    FiAttribute:
      type: object
      description: A financial institution-specific attribute.
      required:
      - name
      - value
      properties:
        name:
          type: string
        value:
          type: string
    DepositTransactionType:
      type: string
      description: Type of deposit transaction
      enum:
      - ADJUSTMENT
      - ATMDEPOSIT
      - ATMWITHDRAWAL
      - BILLPAYMENT
      - CHECK
      - DEPOSIT
      - DIRECTDEPOSIT
      - DIVIDEND
      - FEE
      - INTEREST
      - POSCREDIT
      - POSDEBIT
      - PREAUTHORIZEDDEPOSIT
      - PREAUTHORIZEDWITHDRAWAL
      - TRANSFER
      - WITHDRAWAL
    ListTransactionsResponse:
      type: object
      description: Paginated list of transactions.
      required:
      - transactions
      properties:
        page:
          $ref: '#/components/schemas/Page'
        transactions:
          type: array
          items:
            $ref: '#/components/schemas/DepositTransaction'
    LineItem:
      type: object
      description: A line item within a transaction.
      properties:
        description:
          type: string
        amount:
          type: number
          format: double
        checkNumber:
          type: integer
        memo:
          type: string
        reference:
          type: string
    TransactionDirection:
      type: string
      description: Whether the transaction is a debit or credit
      enum:
      - DEBIT
      - CREDIT
    ProblemDetails:
      type: object
      description: Error response following RFC 7807 Problem Details for HTTP APIs.
      required:
      - type
      - title
      - status
      properties:
        type:
          type: string
          description: A URI reference that identifies the problem type
          example: about:blank
        title:
          type: string
          description: A short human-readable summary of the problem type
          example: Bad Request
        status:
          type: integer
          description: The HTTP status code
          example: 400
        detail:
          type: string
          description: A human-readable explanation specific to this occurrence of the problem
          example: The startTime parameter must be before endTime
        instance:
          type: string
          description: A URI reference that identifies the specific occurrence of the problem
  parameters:
    PageKey:
      name: pageKey
      in: query
      required: false
      description: Cursor token for pagination. Pass the `nextPageKey` value from a previous response.
      schema:
        type: string
        format: uuid
    Limit:
      name: limit
      in: query
      required: false
      description: Number of results per page. Clamped to the range 10–100.
      schema:
        type: integer
        minimum: 10
        maximum: 100
        default: 10
    EndTime:
      name: endTime
      in: query
      required: false
      description: 'End date for filtering results (inclusive). Format: YYYY-MM-DD. Must be specified together with startTime or omitted entirely.'
      schema:
        type: string
        format: date
    AccountId:
      name: id
      in: path
      required: true
      description: Unique identifier for the account
      schema:
        type: string
        format: uuid
    StartTime:
      name: startTime
      in: query
      required: false
      description: 'Start date for filtering results (inclusive). Format: YYYY-MM-DD. Must be specified together with endTime or omitted entirely.'
      schema:
        type: string
        format: date
  securitySchemes:
    oauth2:
      type: oauth2
      description: OAuth 2.0 Bearer token. A client may hold both scopes, but each FDX authorization must contain exactly one — they are mutually exclusive per authorization. An authorization containing both will be rejected. See the Authentication page for token exchange details.
      flows:
        authorizationCode:
          authorizationUrl: https://dashboard.givechariot.com/oauth/authorize
          tokenUrl: https://api.givechariot.com/auth/oauth/token
          scopes:
            read:bank_accounts: Read access to bank account data
            sync:connected_accounts: Sync access to connected account data