Firstrade

Firstrade Plaid API

The Plaid API

GitHub OpenAPI

Operations 350

Showing the first 250 of 350. The full set is in the contract, and via get_provider_operations.

POST /asset_report/create Create an Asset Report #
POST /asset_report/get Retrieve an Asset Report #
POST /asset_report/pdf/get Retrieve a PDF Asset Report #
POST /asset_report/refresh Refresh an Asset Report #
POST /asset_report/filter Filter Asset Report #
POST /asset_report/remove Delete an Asset Report #
POST /asset_report/audit_copy/create Create Asset Report Audit Copy #
POST /asset_report/audit_copy/get Retrieve an Asset Report Audit Copy #
POST /asset_report/audit_copy/pdf/get Retrieve a PDF Asset Report Audit Copy #
POST /asset_report/audit_copy/remove Remove Asset Report Audit Copy #
POST /cra/monitoring_insights/subscribe (Legacy) Subscribe to Cash Flow Updates #
POST /cra/monitoring_insights/unsubscribe (Legacy) Unsubscribe from Cash Flow Updates #
POST /cra/monitoring_insights/get (Legacy) Retrieve a Cash Flow Updates report #
POST /credit/audit_copy_token/update Update an Audit Copy Token #
POST /cra/partner_insights/get Retrieve cash flow insights from the bank accounts used for income verification #
POST /cra/check_report/income_insights/get Retrieve income insights from your user's banks #
POST /cra/check_report/base_report/get Retrieve a Base Report #
POST /cra/check_report/pdf/get Retrieve a Consumer Report as a PDF #
POST /cra/check_report/create Refresh or create a Consumer Report #
POST /cra/check_report/partner_insights/get Retrieve cash flow insights from partners #
POST /cra/check_report/cashflow_insights/get Retrieve cash flow insights from your user's banking data #
POST /cra/check_report/lend_score/get Retrieve the LendScore from your user's banking data #
POST /cra/check_report/network_insights/get Retrieve network attributes for the user #
POST /cra/check_report/verification/get Retrieve various home lending reports for a user #
POST /cra/check_report/verification/pdf/get Retrieve a Consumer Report as a Verification PDF #
POST /cra/loans/applications/register Register loan applications and decisions #
POST /cra/loans/register Register a list of loans to their applicants #
POST /cra/loans/update Update loan data #
POST /cra/loans/unregister Unregister a list of loans #
POST /cra/servicing/subscription/create Create a CRA servicing subscription #
POST /cra/servicing/subscription/delete Delete a CRA servicing subscription #
POST /cra/servicing/subscription/get Get a CRA servicing subscription #
POST /cra/servicing/subscription/list List a user's CRA servicing subscriptions #
POST /cra/servicing/subscription/update Update a CRA servicing subscription #
POST /cra/report/create Generate an updated Consumer Report for your user #
POST /cra/report/get Retrieve a Consumer Report for your user #
POST /cra/credit_profile/report/get Retrieve the credit profile report for a user #
POST /consumer_report/pdf/get Retrieve PDF Reports #
POST /oauth/token Create or refresh an OAuth access token #
POST /oauth/introspect Get metadata about an OAuth token #
POST /oauth/revoke Revoke an OAuth token #
POST /statements/list Retrieve a list of all statements associated with an Item #
POST /statements/download Retrieve a single statement #
POST /statements/refresh Refresh statements data #
POST /consent/events/get List a historical log of item consent events #
POST /item/activity/list List a historical log of user consent events #
POST /item/application/list List a user's connected applications #
POST /item/application/scopes/update Update the scopes of access for a particular application #
POST /application/get Retrieve information about a Plaid application #
POST /item/get Retrieve an Item #
POST /user_account/session/get Retrieve User Account #
POST /user_account/session/event/send Send User Account Session Event #
POST /profile/network_status/get Check a user's Plaid Network status #
POST /network/status/get Check a user's Plaid Network status #
POST /auth/get Retrieve auth data #
POST /auth/verify Verify auth data #
POST /transactions/get Get transaction data #
POST /transactions/refresh Refresh transaction data #
POST /sandbox/transactions/create Create sandbox transactions #
POST /cashflow_report/refresh Refresh transaction data in `cashflow_report` #
POST /cashflow_report/get Gets transaction data in `cashflow_report` #
POST /cashflow_report/transactions/get Gets transaction data in `cashflow_report` #
POST /cashflow_report/insights/get Gets insights data in Cashflow Report #
POST /transactions/recurring/get Fetch recurring transaction streams #
POST /transactions/sync Get incremental transaction updates on an Item #
POST /transactions/enrich Enrich locally-held transaction data #
POST /user/transactions/refresh Refresh user items for Transactions bundle #
POST /user/financial_data/refresh Refresh user items for Financial-Insights bundle #
POST /institutions/get Get details of all supported institutions #
POST /institutions/search Search institutions #
POST /institutions/get_by_id Get details of an institution #
POST /item/remove Remove an Item #
POST /item/products/terminate Terminate products for an Item #
POST /accounts/get Retrieve accounts #
POST /categories/get (Deprecated) Get legacy categories #
POST /sandbox/processor_token/create Create a test Item and processor token #
POST /sandbox/public_token/create Create a test Item #
POST /sandbox/item/fire_webhook Fire a test webhook #
POST /sandbox/user/fire_webhook Fire a test user webhook #
POST /accounts/balance/get Retrieve real-time balance data #
POST /identity/get Retrieve identity data #
POST /identity/documents/uploads/get Returns uploaded document identity #
POST /identity/match Retrieve identity match score #
POST /identity/match/list List Link Identity Match attempts #
POST /identity/refresh Refresh identity data #
POST /dashboard_user/get Retrieve a Dashboard user #
POST /dashboard_user/list List Dashboard users #
POST /identity_verification/create Create a new Identity Verification #
POST /identity_verification/get Retrieve Identity Verification #
POST /identity_verification/list List Identity Verifications #
POST /identity_verification/retry Retry an Identity Verification #
POST /watchlist_screening/entity/create Create a watchlist screening for an entity #
POST /watchlist_screening/entity/get Get an entity screening #
POST /watchlist_screening/entity/history/list List history for entity watchlist screenings #
POST /watchlist_screening/entity/hit/list List hits for entity watchlist screenings #
POST /watchlist_screening/entity/list List entity watchlist screenings #
POST /watchlist_screening/entity/program/get Get entity watchlist screening program #
POST /watchlist_screening/entity/program/list List entity watchlist screening programs #
POST /watchlist_screening/entity/review/create Create a review for an entity watchlist screening #
POST /watchlist_screening/entity/review/list List reviews for entity watchlist screenings #
POST /watchlist_screening/entity/update Update an entity screening #
POST /watchlist_screening/individual/create Create a watchlist screening for a person #
POST /watchlist_screening/individual/get Retrieve an individual watchlist screening #
POST /watchlist_screening/individual/history/list List history for individual watchlist screenings #
POST /watchlist_screening/individual/hit/list List hits for individual watchlist screening #
POST /watchlist_screening/individual/list List Individual Watchlist Screenings #
POST /watchlist_screening/individual/program/get Get individual watchlist screening program #
POST /watchlist_screening/individual/program/list List individual watchlist screening programs #
POST /watchlist_screening/individual/review/create Create a review for an individual watchlist screening #
POST /watchlist_screening/individual/review/list List reviews for individual watchlist screenings #
POST /watchlist_screening/individual/update Update individual watchlist screening #
POST /beacon/account_risk/v1/evaluate (Deprecated) Evaluate risk of a bank account #
POST /beacon/user/create (Deprecated) Create a Beacon User #
POST /beacon/user/get (Deprecated) Get a Beacon User #
POST /beacon/user/review (Deprecated) Review a Beacon User #
POST /beacon/report/create (Deprecated) Create a Beacon Report #
POST /beacon/report/list (Deprecated) List Beacon Reports for a Beacon User #
POST /beacon/report_syndication/list (Deprecated) List Beacon Report Syndications for a Beacon User #
POST /beacon/report/get (Deprecated) Get a Beacon Report #
POST /beacon/report_syndication/get (Deprecated) Get a Beacon Report Syndication #
POST /beacon/user/update (Deprecated) Update the identity data of a Beacon User #
POST /beacon/duplicate/get (Deprecated) Get a Beacon Duplicate #
POST /identity_verification/autofill/create Create autofill for an Identity Verification #
POST /beacon/user/history/list (Deprecated) List a Beacon User's history #
POST /beacon/user/account_insights/get (Deprecated) Get Account Insights for a Beacon User #
POST /protect/user/insights/get Get Protect user insights #
POST /protect/report/create Create a Protect report #
POST /protect/cash_advance/decision/create Record a cash advance decision #
POST /protect/cash_advance/repayment/create Record a cash advance repayment #
POST /protect/cash_advance/feedback/upload Upload a file of cash advance feedback #
POST /protect/compute Compute Protect Trust Index scores and subscores #
POST /protect/event/send Send a new event to enrich user data #
POST /protect/event/get Get information about a user event #
POST /business_verification/get Get a Business Verification #
POST /business_verification/create Create a Business Verification #
POST /processor/auth/get Retrieve Auth data #
POST /processor/account/get Retrieve the account associated with a processor token #
POST /processor/investments/holdings/get Retrieve Investment Holdings #
POST /processor/investments/auth/get Get investment account authentication data #
POST /processor/investments/transactions/get Get investment transactions data #
POST /processor/transactions/get Get transaction data #
POST /processor/transactions/sync Get incremental transaction updates on a processor token #
POST /processor/transactions/refresh Refresh transaction data #
POST /processor/transactions/recurring/get Fetch recurring transaction streams #
POST /processor/signal/evaluate Evaluate a planned ACH transaction #
POST /processor/signal/decision/report Report whether you initiated an ACH transaction #
POST /processor/signal/return/report Report a return for an ACH transaction #
POST /processor/signal/prepare Opt-in a processor token to Signal #
POST /processor/bank_transfer/create (Deprecated) Create a bank transfer as a processor #
POST /processor/liabilities/get Retrieve Liabilities data #
POST /processor/identity/get Retrieve Identity data #
POST /processor/identity/match Retrieve identity match score #
POST /processor/balance/get Retrieve Balance data #
POST /item/webhook/update Update Webhook URL #
POST /item/access_token/invalidate Invalidate access_token #
POST /beta/webhook_events/list List webhook events #
POST /webhook_verification_key/get Get webhook verification key #
POST /liabilities/get Retrieve Liabilities data #
POST /payment_initiation/recipient/create Create payment recipient #
POST /payment_initiation/payment/reverse Reverse an existing payment #
POST /payment_initiation/recipient/get Get payment recipient #
POST /payment_initiation/recipient/list List payment recipients #
POST /payment_initiation/payment/create Create a payment #
POST /payment_initiation/payment/token/create Create payment token #
POST /payment_initiation/consent/create Create payment consent #
POST /payment_initiation/consent/get Get payment consent #
POST /payment_initiation/consent/revoke Revoke payment consent #
POST /payment_initiation/consent/payment/execute Execute a single payment using consent #
POST /sandbox/item/reset_login Force a Sandbox Item into an error state #
POST /sandbox/item/application/seed Seed a connected application for a Permissions Manager sandbox item #
POST /sandbox/fdx/consent/seed Seed an FDX consent grant for a sandbox data partner #
POST /sandbox/item/set_verification_status Set verification status for Sandbox account #
POST /sandbox/user/reset_login Force item(s) for a Sandbox User into an error state #
POST /item/public_token/exchange Exchange public token for an access token #
POST /item/public_token/create (Deprecated) Create public token #
POST /user/create Create user #
POST /user/get Retrieve user identity and information #
POST /user/identity/remove Remove user identity data #
POST /user/update Update user information #
POST /user/remove Remove user #
POST /user/products/terminate Terminate products for a user #
POST /user/items/get Get Items associated with a User #
POST /user/items/associate Associate Items to a User #
POST /user/items/remove Remove Items from a User #
POST /user/third_party_token/create Create a third-party user token #
POST /user/third_party_token/remove Remove a third-party user token #
POST /credit/sessions/get Retrieve Link sessions for your user #
POST /payment_initiation/payment/get Get payment details #
POST /payment_initiation/payment/list List payments #
POST /investments/holdings/get Get Investment holdings #
POST /investments/transactions/get Get investment transactions #
POST /investments/refresh Refresh investment data #
POST /investments/auth/get Get data needed to authorize an investments transfer #
POST /processor/token/create Create processor token #
POST /processor/token/permissions/set Control a processor's access to products #
POST /processor/token/permissions/get Get a processor token's product permissions #
POST /processor/token/webhook/update Update a processor token's webhook URL #
POST /processor/stripe/bank_account_token/create Create Stripe bank account token #
POST /processor/apex/processor_token/create Create Apex processor token #
POST /item/import Import Item #
POST /link/token/create Create Link Token #
POST /link/token/get Get Link Token #
POST /link/oauth/correlation_id/exchange Exchange the Link Correlation ID for a Link Token #
POST /session/token/create Create a Link token for Layer #
POST /transfer/get Retrieve a transfer #
POST /transfer/recurring/get Retrieve a recurring transfer #
POST /bank_transfer/get (Deprecated) Retrieve a bank transfer #
POST /transfer/authorization/create Create a transfer authorization #
POST /transfer/authorization/cancel Cancel a transfer authorization #
POST /transfer/balance/get (Deprecated) Retrieve a balance held with Plaid #
POST /transfer/capabilities/get Get RTP eligibility information of a transfer #
POST /transfer/configuration/get Get transfer product configuration #
POST /transfer/ledger/get Retrieve Plaid Ledger balance #
POST /transfer/ledger/distribute Move available balance between ledgers #
POST /transfer/ledger/deposit Deposit funds into a Plaid Ledger balance #
POST /transfer/ledger/withdraw Withdraw funds from a Plaid Ledger balance #
POST /transfer/originator/funding_account/update Update the funding account associated with the originator #
POST /transfer/originator/funding_account/create Create a new funding account for an originator #
POST /transfer/metrics/get Get transfer product usage metrics #
POST /transfer/create Create a transfer #
POST /transfer/recurring/create Create a recurring transfer #
POST /bank_transfer/create (Deprecated) Create a bank transfer #
POST /transfer/list List transfers #
POST /transfer/recurring/list List recurring transfers #
POST /bank_transfer/list (Deprecated) List bank transfers #
POST /transfer/cancel Cancel a transfer #
POST /transfer/recurring/cancel Cancel a recurring transfer #
POST /bank_transfer/cancel (Deprecated) Cancel a bank transfer #
POST /transfer/event/list List transfer events #
POST /transfer/ledger/event/list List transfer ledger events #
POST /bank_transfer/event/list List bank transfer events #
POST /transfer/event/sync Sync transfer events #
POST /bank_transfer/event/sync Sync bank transfer events #
POST /transfer/sweep/get Retrieve a sweep #
POST /bank_transfer/sweep/get (Deprecated) Retrieve a sweep #
POST /transfer/sweep/list List sweeps #
POST /bank_transfer/sweep/list (Deprecated) List sweeps #
POST /bank_transfer/balance/get (Deprecated) Get balance of your Bank Transfer account #
POST /bank_transfer/migrate_account (Deprecated) Migrate account into Bank Transfers #
POST /transfer/migrate_account Migrate account into Transfers #
POST /transfer/intent/create Create a transfer intent object to invoke the Transfer UI #
POST /transfer/intent/get Retrieve more information about a transfer intent #
POST /transfer/repayment/list Lists historical repayments #
POST /transfer/repayment/return/list List the returns included in a repayment #
POST /transfer/platform/requirement/submit Submit additional onboarding information on behalf of an originator #
POST /transfer/originator/create Create a new originator #
POST /transfer/questionnaire/create Generate a Plaid-hosted onboarding UI URL #
POST /transfer/diligence/submit Submit transfer diligence on behalf of the originator #
POST /transfer/diligence/document/upload Upload transfer diligence document on behalf of the originator #

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/firstrade/refs/heads/main/openapi/firstrade-plaid-api-openapi.yml

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OpenAPI Specification

firstrade-plaid-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: The Plaid API
  version: 2020-09-14_1.778.0
  description: The Plaid REST API. Please see https://plaid.com/docs/api for more details.
  contact:
    name: Plaid Developer Team
    url: https://plaid.com
  termsOfService: https://plaid.com/legal/
servers:
- description: Production
  url: https://production.plaid.com
- description: Sandbox
  url: https://sandbox.plaid.com
security:
- clientId: []
  secret: []
  plaidVersion: []
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/firstrade/refs/heads/main/openapi/firstrade-plaid-api-openapi.yml