Clio Bank Transactions API
The Bank Transactions API from Clio — 2 operation(s) for bank transactions.
OpenAPI Specification
openapi: 3.0.0
info:
title: Clio API Documentation Activities Bank Transactions API
contact:
name: Clio API Support
email: api@clio.com
description: "# Developer Support and Feedback\n* Clio takes the availability and stability of our API seriously; please report any **degradations** or **breakages** to Clio's API Support team at [api@clio.com](mailto:api@clio.com).\n* For business and partnership inquiries, contact our API Partnerships team at [api.partnerships@clio.com](mailto:api.partnerships@clio.com).\n* For best practices and tips from the Clio development community, join the conversation in the [Clio Developer Slack Channel](https://join.slack.com/t/clio-public/shared_invite/zt-36i0eqgo1-7POORPtMJpp2N0~_auL2IQ).\n\nA community-driven [Clio Developers Stack Overflow Group](https://stackoverflow.com/questions/tagged/clio-api) also exists where you can connect and ask questions from other Clio API users.\n# Getting Started\n> **Note:** The API is available in four distinct data regions: Australia (au.app.clio.com), Canada (ca.app.clio.com), EU (eu.app.clio.com) and US (app.clio.com).\n>\n> Likewise, the developer portal is available at region-specific links for the [Australia](https://au.developers.clio.com), [Canada](https://ca.developers.clio.com), [EU](https://eu.developers.clio.com), and [US](https://developers.clio.com) regions.\n>\n> This document assumes the US region is being used (app.clio.com). If you're building in one of the other regions, you should adapt the links and examples as necessary.\n\nTo start building on the Clio API, you’ll need a Clio account – you can review our [Developer Handbook](https://docs.developers.clio.com/) and follow the steps to sign up for an account.\n\nOnce you have an account, you can [create a developer application](https://docs.developers.clio.com/api-docs/applications) from the [Developer Portal](https://developers.clio.com) and start building!\n# Authorization with OAuth 2.0\nSee our [Authorization documentation →](https://docs.developers.clio.com/api-docs/authorization)\n# Permissions\nSee our [Permissions documentation →](https://docs.developers.clio.com/api-docs/permissions)\n# Fields\nSee our [Fields documentation →](https://docs.developers.clio.com/api-docs/fields)\n# Rate Limiting\nSee our [Rate Limits documentation →](https://docs.developers.clio.com/api-docs/rate-limits)\n# Paging\nSee our [Pagination documentation →](https://docs.developers.clio.com/api-docs/paging)\n# ETags\nSee our [ETags documentation →](https://docs.developers.clio.com/api-docs/etags)\n# Minor Versions\nAPI v4 supports multiple minor versions. Versions are of the form '4.X.Y'. To request a specific version, you can use an `X-API-VERSION` header in your request, with the header value set to the API version you're requesting. If this header is omitted, it will be treated as a request for the default API version. If the header is present but invalid, it will return a `410 Gone` response. If the header is present and valid, but it is no longer supported, it will return a `410 Gone` response.\n\nAn `X-API-VERSION` will be included in all successful responses, with the value being set to the API version used.\n\nYou can find our [API Versioning Policy and Guidelines](https://docs.developers.clio.com/api-docs/api-versioning-policy) in our documentation hub.\n\nThe [API Changelog](https://docs.developers.clio.com/api-docs/api-changelog) explains each version's changes in further detail.\n### [4.0.4](https://docs.developers.clio.com/api-docs/api-changelog#404)\n\n * Update `quantity` field to return values in seconds rather than hours for Activities\n\n### [4.0.5](https://docs.developers.clio.com/api-docs/api-changelog#405)\n\n * Remove `matter_balances` field from Bills\n* Standardize status/state enum values\n* Add a Document association to completed DocumentAutomations\n* Add rate visibility handling for Activity's price and total\n\n### [4.0.6](https://docs.developers.clio.com/api-docs/api-changelog#406)\n\n * Remove `document_versions` collection field from Documents\n\n### [4.0.7](https://docs.developers.clio.com/api-docs/api-changelog#407)\n\n * Change secure link format\n\n### [4.0.8](https://docs.developers.clio.com/api-docs/api-changelog#408)\n\n * `Activity` hours are redacted in the response based on the activity hours visibility setting for the user\n * Add `quantity_redacted` field to activities\n\n### [4.0.9](https://docs.developers.clio.com/api-docs/api-changelog#409)\n\n * Contacts are filtered and redacted in the response based on the new 'Contacts Visibility' user permission setting.\n\n### [4.0.10](https://docs.developers.clio.com/api-docs/api-changelog#4010)\n\n * Fixed validation of `type` query parameter when querying Notes\n\n### [4.0.12](https://docs.developers.clio.com/api-docs/api-changelog#4012)\n\n * Restrict fields for CalendarEntry that should only be visible to event owners, editors, and viewers\n\n### [4.0.13](https://docs.developers.clio.com/api-docs/api-changelog#4013)\n\n **This is the default version**\n\n * Add association limits to Contacts\n* Returns 422 Unprocessable Entity when association limits are exceeded\n\n\n"
version: v4
x-logo:
url: https://www.clio.com/wp-content/uploads/2015/05/Container-5-Logo.png
servers:
- url: https://app.clio.com/api/v4
description: US region Production Server
- url: https://eu.app.clio.com/api/v4
description: Europe region Production Server
- url: https://ca.app.clio.com/api/v4
description: Canada region Production Server
- url: https://au.app.clio.com/api/v4
description: Australia region Production Server
tags:
- name: Bank Transactions
description: ''
paths:
/bank_transactions.json:
get:
tags:
- Bank Transactions
summary: Return the data for all BankTransactions
operationId: BankTransaction#index
description: Outlines the parameters, optional and required, used when requesting the data for all BankTransactions
parameters:
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: bank_account_id
in: query
description: The unique identifier for a single BankAccount. The keyword `null` is not valid for this field. The list will be filtered to include only the BankTransaction records with the matching property.
required: false
schema:
type: integer
format: int64
- name: client_id
in: query
description: The unique identifier for a single Contact. The keyword `null` is not valid for this field. The list will be filtered to include only the BankTransaction records with the matching property.
required: false
schema:
type: integer
format: int64
- name: created_since
in: query
description: Filter BankTransaction records to those having the `created_at` field after a specific time. (Expects an ISO-8601 timestamp).
required: false
schema:
type: string
format: date-time
- name: fields
in: query
description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
required: false
schema:
type: string
- name: ids[]
in: query
description: Filter BankTransaction records to those having the specified unique identifiers.
required: false
schema:
type: integer
format: int64
- name: limit
in: query
description: 'A limit on the number of BankTransaction records to be returned. Limit can range between 1 and 200. Default: `200`.'
required: false
schema:
type: integer
format: int32
- name: matter_id
in: query
description: The unique identifier for a single Matter. The keyword `null` is not valid for this field. The list will be filtered to include only the BankTransaction records with the matching property.
required: false
schema:
type: integer
format: int64
- name: order
in: query
description: 'Orders the BankTransaction records by the given field. Default: `id(asc)`.'
required: false
schema:
type: string
- name: page_token
in: query
description: A token specifying which page to return.
required: false
schema:
type: string
- name: type
in: query
description: Filter BankTransaction records to those having a specific type.
required: false
schema:
type: string
enum:
- asset
- liability
- name: unreconciled_only
in: query
description: Filter BankTransaction records to only those that are unreconciled
required: false
schema:
type: boolean
- name: updated_since
in: query
description: Filter BankTransaction records to those having the `updated_at` field after a specific time. (Expects an ISO-8601 timestamp).
required: false
schema:
type: string
format: date-time
responses:
'200':
description: Ok
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/BankTransaction_List'
'400':
description: Bad Request
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unauthorized
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
post:
tags:
- Bank Transactions
summary: Create a new BankTransaction
operationId: BankTransaction#create
description: Outlines the parameters and data fields used when creating a new BankTransaction
parameters:
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: fields
in: query
description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
required: false
schema:
type: string
responses:
'201':
description: Created
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/BankTransaction_Show'
'400':
description: Bad Request
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'422':
description: Unprocessable Entity
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unauthorized
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
requestBody:
description: Request Body for Bank Transactions
content:
application/json:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
amount:
type: number
format: double
description: The amount of the transaction.
bank_account:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single BankAccount associated with the BankTransaction. The keyword `null` is not valid for this field.
required:
- id
bank_account_transaction_type:
type: string
description: The type of bank account transaction (e.g., trust_interest, bank_charge).
client:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single Contact associated with the BankTransaction. The keyword `null` is not valid for this field.
confirmation:
type: string
description: The reference code for the transaction.
currency:
type: string
description: The currency of the transaction.
date:
type: string
format: date
description: The date of the BankTransaction (Expects an ISO-8601 date).
description:
type: string
description: The description of the transaction.
exchange_rate:
type: number
format: double
description: The exchange rate of the transaction.
matter:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single Matter associated with the BankTransaction. The keyword `null` is not valid for this field.
source:
type: string
description: Where the transaction came from.
transaction_type:
type: string
description: What kind of transaction.
required:
- amount
- bank_account
- date
application/x-www-form-urlencoded:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
amount:
type: number
format: double
description: The amount of the transaction.
bank_account:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single BankAccount associated with the BankTransaction. The keyword `null` is not valid for this field.
required:
- id
bank_account_transaction_type:
type: string
description: The type of bank account transaction (e.g., trust_interest, bank_charge).
client:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single Contact associated with the BankTransaction. The keyword `null` is not valid for this field.
confirmation:
type: string
description: The reference code for the transaction.
currency:
type: string
description: The currency of the transaction.
date:
type: string
format: date
description: The date of the BankTransaction (Expects an ISO-8601 date).
description:
type: string
description: The description of the transaction.
exchange_rate:
type: number
format: double
description: The exchange rate of the transaction.
matter:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single Matter associated with the BankTransaction. The keyword `null` is not valid for this field.
source:
type: string
description: Where the transaction came from.
transaction_type:
type: string
description: What kind of transaction.
required:
- amount
- bank_account
- date
multipart/form-data:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
amount:
type: number
format: double
description: The amount of the transaction.
bank_account:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single BankAccount associated with the BankTransaction. The keyword `null` is not valid for this field.
required:
- id
bank_account_transaction_type:
type: string
description: The type of bank account transaction (e.g., trust_interest, bank_charge).
client:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single Contact associated with the BankTransaction. The keyword `null` is not valid for this field.
confirmation:
type: string
description: The reference code for the transaction.
currency:
type: string
description: The currency of the transaction.
date:
type: string
format: date
description: The date of the BankTransaction (Expects an ISO-8601 date).
description:
type: string
description: The description of the transaction.
exchange_rate:
type: number
format: double
description: The exchange rate of the transaction.
matter:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single Matter associated with the BankTransaction. The keyword `null` is not valid for this field.
source:
type: string
description: Where the transaction came from.
transaction_type:
type: string
description: What kind of transaction.
required:
- amount
- bank_account
- date
required: false
/bank_transactions/{id}.json:
get:
tags:
- Bank Transactions
summary: Return the data for a single BankTransaction
operationId: BankTransaction#show
description: Outlines the parameters, optional and required, used when requesting the data for a single BankTransaction
parameters:
- name: IF-MODIFIED-SINCE
in: header
description: The server will send the requested resource with a 200 status, but only if it has been modified after the given date. (Expects an RFC 2822 timestamp).
required: false
schema:
type: string
format: date
- name: IF-NONE-MATCH
in: header
description: The server will send the requested resource with a 200 status, but only if the existing resource's [ETag](#section/ETags) doesn't match any of the values listed.
required: false
schema:
type: string
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: fields
in: query
description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
required: false
schema:
type: string
- name: id
in: path
description: The unique identifier for the BankTransaction.
required: true
schema:
type: integer
format: int64
responses:
'200':
description: Ok
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/BankTransaction_Show'
'400':
description: Bad Request
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unauthorized
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'304':
description: Not Modified
patch:
tags:
- Bank Transactions
summary: Update a single BankTransaction
operationId: BankTransaction#update
description: Outlines the parameters and data fields used when updating a single BankTransaction
parameters:
- name: IF-MATCH
in: header
description: The server will update the requested resource and send back a 200 status, but only if value in the header matches the existing resource's [ETag](#section/ETags).
required: false
schema:
type: string
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: fields
in: query
description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
required: false
schema:
type: string
- name: id
in: path
description: The unique identifier for the BankTransaction.
required: true
schema:
type: integer
format: int64
responses:
'200':
description: Ok
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/BankTransaction_Show'
'400':
description: Bad Request
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'422':
description: Unprocessable Entity
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unauthorized
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'412':
description: Precondition Failed
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
requestBody:
description: Request Body for Bank Transactions
content:
application/json:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
amount:
type: number
format: double
description: The amount of the transaction.
bank_account:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single BankAccount associated with the BankTransaction. The keyword `null` is not valid for this field.
bank_account_transaction_type:
type: string
description: The type of bank account transaction (e.g., trust_interest, bank_charge).
client:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single Contact associated with the BankTransaction. The keyword `null` is not valid for this field.
confirmation:
type: string
description: The reference code for the transaction.
currency:
type: string
description: The currency of the transaction.
date:
type: string
format: date
description: The date of the BankTransaction (Expects an ISO-8601 date).
description:
type: string
description: The description of the transaction.
exchange_rate:
type: number
format: double
description: The exchange rate of the transaction.
matter:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single Matter associated with the BankTransaction. The keyword `null` is not valid for this field.
source:
type: string
description: Where the transaction came from.
transaction_type:
type: string
description: What kind of transaction.
application/x-www-form-urlencoded:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
amount:
type: number
format: double
description: The amount of the transaction.
bank_account:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single BankAccount associated with the BankTransaction. The keyword `null` is not valid for this field.
bank_account_transaction_type:
type: string
description: The type of bank account transaction (e.g., trust_interest, bank_charge).
client:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single Contact associated with the BankTransaction. The keyword `null` is not valid for this field.
confirmation:
type: string
description: The reference code for the transaction.
currency:
type: string
description: The currency of the transaction.
date:
type: string
format: date
description: The date of the BankTransaction (Expects an ISO-8601 date).
description:
type: string
description: The description of the transaction.
exchange_rate:
type: number
format: double
description: The exchange rate of the transaction.
matter:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single Matter associated with the BankTransaction. The keyword `null` is not valid for this field.
source:
type: string
description: Where the transaction came from.
transaction_type:
type: string
description: What kind of transaction.
multipart/form-data:
schema:
type: object
required:
- data
properties:
data:
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# Full source: https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/openapi/clio-bank-transactions-api-openapi.yml