IF

IF User & Client Relations API

The User & Client Relations API from IF — 2 operation(s) for user & client relations.

Operations 4

GET /users/{userId}/client-relations List User Client Relations #
POST /users/{userId}/client-relations Create a User Client Relation #
GET /users/{userId}/client-relations/{id} Get a User Client Relation #
PATCH /users/{userId}/client-relations/{id} Update a User Client Relation #

Specifications

Schemas & Data

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JSONSchema
https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-account-deposit-information-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-account-adjustment-create-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-account-adjustment-create-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-account-statements-list-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-account-statements-list-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-account-create-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-card-account-create-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-card-account-create-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-card-account-delete-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-card-account-list-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-card-otpcreate-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-card-otpcreate-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-card-transaction-authentication-update-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-card-transaction-authentication-update-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-card-transaction-authentication-list-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-card-transaction-authentication-get-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-card-transaction-list-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-card-transaction-get-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-client-relation-create-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-client-relation-create-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-client-relation-delete-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-client-relation-update-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-client-relation-update-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-client-relation-list-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-exchange-update-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-exchange-update-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-exchange-list-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-exchange-create-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-exchange-create-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-quote-refresh-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-generic-transaction-update-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-generic-transaction-update-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-generic-transaction-create-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-generic-transaction-create-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-generic-transaction-list-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-generic-transaction-get-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-provisioned-account-credit-create-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-provisioned-account-credit-create-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-provisioned-account-credit-list-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-provisioned-account-credit-get-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-incoming-transfer-update-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-account-open-banking-consent-update-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-open-banking-consent-list-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-beneficiary-verification-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-beneficiary-verification-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-outgoing-transfer-date-metadata-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-direct-debit-mandate-update-request-body-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-transaction-account-statement-list-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-transaction-account-statement-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-transaction-account-statement-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-transaction-account-create-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-transaction-account-create-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-transaction-account-update-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-user-client-relation-create-platform-request-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-user-client-relation-create-platform-response-schema.json
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https://raw.githubusercontent.com/api-evangelist/if/refs/heads/main/json-schema/if-user-client-relation-update-platform-request-schema.json

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OpenAPI Specification

if-user-client-relations-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: User & Client Relations API
  description: Operations for Users
  version: '1'
servers:
- url: https://sandbox-api.integrated.finance/v1/{instanceId}
  description: Sandbox
  variables: {}
- url: https://api.integrated.finance/v1/{instanceId}
  description: Production
  variables: {}
tags:
- name: User & Client Relations
paths:
  /users/{userId}/client-relations:
    get:
      tags:
      - User & Client Relations
      summary: List User Client Relations
      operationId: user-client-relations.list
      parameters:
      - name: metadata.page.number
        in: query
        description: 0-indexed page number
        schema:
          minimum: 0
          type: integer
          format: int32
          default: 0
      - name: metadata.page.size
        in: query
        description: page size
        schema:
          maximum: 100
          minimum: 1
          type: integer
          format: int32
          default: 20
      - name: metadata.sort
        in: query
        description: default direction is ascending
        schema:
          type: string
        example: data.userClientRelation.clientId,desc
      - name: data.userClientRelation.clientId
        in: query
        schema:
          type: string
          format: uuid
      - name: userId
        in: path
        description: id of user in UUID format
        required: true
        schema:
          type: string
          format: uuid
      responses:
        '200':
          description: User client relation list returned
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UserClientRelationListResponse'
              example:
                workflow: {}
                data:
                  userClientRelations:
                  - id: 00000000-0000-0000-0000-000000000000
                    userId: 00000000-0000-0000-0000-000000000000
                    clientId: 00000000-0000-0000-0000-000000000000
                    status: allowed
                connect: {}
                metadata:
                  page:
                    size: 20
                    number: 0
                    totalElements: 1
                    totalPages: 1
    post:
      tags:
      - User & Client Relations
      summary: Create a User Client Relation
      operationId: user-client-relations.create
      parameters:
      - name: userId
        in: path
        description: ID of user in UUID format
        required: true
        schema:
          type: string
          format: uuid
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UserClientRelationCreatePlatformRequest'
            examples:
              direct:
                description: direct
                value:
                  workflow:
                    code: direct
                  data:
                    userClientRelations:
                    - clientId: 00000000-0000-0000-0000-000000000000
                    - clientId: 00000000-0000-0000-0000-000000000000
                  connect: '{}'
                  metadata: '{}'
      responses:
        '201':
          description: User client relation created successfully
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UserClientRelationCreatePlatformResponse'
              examples:
                direct:
                  description: direct
                  value:
                    workflow:
                      code: direct
                    data:
                      userClientRelations:
                      - id: 00000000-0000-0000-0000-000000000000
                        userId: 00000000-0000-0000-0000-000000000000
                        clientId: 00000000-0000-0000-0000-000000000000
                        status: allowed
                      - id: 00000000-0000-0000-0000-000000000000
                        userId: 00000000-0000-0000-0000-000000000000
                        clientId: 00000000-0000-0000-0000-000000000000
                        status: allowed
                    connect: '{}'
                    metadata: '{}'
  /users/{userId}/client-relations/{id}:
    get:
      tags:
      - User & Client Relations
      summary: Get a User Client Relation
      operationId: user-client-relations.get
      parameters:
      - name: userId
        in: path
        description: id of user in UUID format
        required: true
        schema:
          type: string
          format: uuid
      - name: id
        in: path
        description: id of user client relation in UUID format
        required: true
        schema:
          type: string
          format: uuid
      responses:
        '200':
          description: User client relation returned
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UserClientRelationGetResponse'
              example:
                workflow: {}
                data:
                  userClientRelation:
                    id: 00000000-0000-0000-0000-000000000000
                    userId: 00000000-0000-0000-0000-000000000000
                    clientId: 00000000-0000-0000-0000-000000000000
                    status: allowed
                connect: {}
                metadata: {}
    patch:
      tags:
      - User & Client Relations
      summary: Update a User Client Relation
      operationId: user-client-relations.update
      parameters:
      - name: userId
        in: path
        description: ID of user in UUID format
        required: true
        schema:
          type: string
          format: uuid
      - name: id
        in: path
        description: ID of user client relation in UUID format
        required: true
        schema:
          type: string
          format: uuid
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UserClientRelationUpdatePlatformRequest'
            examples:
              revoking-user-access:
                description: revoking-user-access
                value:
                  workflow:
                    code: direct
                  data:
                    userClientRelation:
                      status: revoked
                  connect: '{}'
                  metadata: '{}'
      responses:
        '202':
          description: User client relation updated successfully
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UserClientRelationUpdatePlatformResponse'
              examples:
                revoking-user-access:
                  description: revoking-user-access
                  value:
                    workflow:
                      code: direct
                    data:
                      userClientRelation:
                        id: 00000000-0000-0000-0000-000000000000
                        userId: 00000000-0000-0000-0000-000000000000
                        clientId: 00000000-0000-0000-0000-000000000000
                        status: revoked
                    connect: {}
                    metadata: {}
components:
  schemas:
    UserClientRelationCreatePlatformRequest:
      required:
      - connect
      - data
      - metadata
      - workflow
      type: object
      properties:
        workflow:
          $ref: '#/components/schemas/UserClientRelationCreatePlatformWorkflowContainer'
        data:
          $ref: '#/components/schemas/UserClientRelationCreatePlatformDataContainer'
        connect:
          $ref: '#/components/schemas/UserClientRelationCreatePlatformConnectContainer'
        metadata:
          $ref: '#/components/schemas/UserClientRelationCreatePlatformMetadataContainer'
    UserClientRelationUpdatePlatformDataContainer:
      type: object
      properties:
        userClientRelation:
          $ref: '#/components/schemas/UserClientRelation'
    UserClientRelationCreatePlatformResponse:
      required:
      - connect
      - data
      - metadata
      - workflow
      type: object
      properties:
        workflow:
          $ref: '#/components/schemas/UserClientRelationCreatePlatformWorkflowContainer'
        data:
          $ref: '#/components/schemas/UserClientRelationCreatePlatformDataContainer'
        connect:
          $ref: '#/components/schemas/UserClientRelationCreatePlatformConnectContainer'
        metadata:
          $ref: '#/components/schemas/UserClientRelationCreatePlatformMetadataContainer'
    Order:
      type: object
      properties:
        direction:
          $ref: '#/components/schemas/Direction'
        property:
          type: string
        ignoreCase:
          type: boolean
        nullHandling:
          $ref: '#/components/schemas/NullHandling'
        ascending:
          type: boolean
        descending:
          type: boolean
    UserClientRelationListConnectContainer:
      type: object
    HateoasPageableHandlerMethodArgumentResolver:
      type: object
      properties:
        fallbackPageable:
          $ref: '#/components/schemas/Pageable'
        pageParameterName:
          type: string
        sizeParameterName:
          type: string
        prefix:
          type: string
        qualifierDelimiter:
          type: string
        maxPageSize:
          type: integer
          format: int32
        oneIndexedParameters:
          type: boolean
        sortResolver:
          $ref: '#/components/schemas/HateoasSortHandlerMethodArgumentResolver'
    Sort:
      type: object
      properties:
        orders:
          type: array
          items:
            $ref: '#/components/schemas/Order'
        empty:
          type: boolean
        unsorted:
          type: boolean
        sorted:
          type: boolean
    UserClientRelationListMetadataContainer:
      required:
      - page
      type: object
      properties:
        page:
          $ref: '#/components/schemas/PageMetadata'
    UserClientStatus:
      type: string
      readOnly: true
      enum:
      - allowed
      - revoked
    UserClientRelationUpdatePlatformRequest:
      required:
      - connect
      - data
      - metadata
      - workflow
      type: object
      properties:
        workflow:
          $ref: '#/components/schemas/UserClientRelationUpdatePlatformWorkflowContainer'
        data:
          $ref: '#/components/schemas/UserClientRelationUpdatePlatformDataContainer'
        connect:
          $ref: '#/components/schemas/UserClientRelationUpdatePlatformConnectContainer'
        metadata:
          $ref: '#/components/schemas/UserClientRelationUpdatePlatformMetadataContainer'
    UserClientRelationListResponse:
      required:
      - connect
      - data
      - metadata
      - workflow
      type: object
      properties:
        workflow:
          $ref: '#/components/schemas/UserClientRelationListWorkflowContainer'
        data:
          $ref: '#/components/schemas/UserClientRelationListDataContainer'
        connect:
          $ref: '#/components/schemas/UserClientRelationListConnectContainer'
        metadata:
          $ref: '#/components/schemas/UserClientRelationListMetadataContainer'
    Direction:
      type: string
      enum:
      - ASC
      - DESC
    UserClientRelationUpdatePlatformWorkflowContainer:
      required:
      - code
      type: object
      properties:
        code:
          $ref: '#/components/schemas/UserClientRelationUpdateWorkflow'
    UserClientRelationUpdateWorkflow:
      type: string
      description: workflow code
      enum:
      - direct
    UserClientRelationResourceQueryInput:
      type: object
      properties:
        pageable:
          $ref: '#/components/schemas/Pageable'
        pagingAssembler:
          $ref: '#/components/schemas/PagedResourcesAssemblerUserClient'
        userId:
          type: string
          format: uuid
        statuses:
          type: array
          items:
            $ref: '#/components/schemas/UserClientStatus'
        clientId:
          type: string
          format: uuid
      writeOnly: true
    UserClientRelationGetDataContainer:
      type: object
      properties:
        userClientRelation:
          $ref: '#/components/schemas/UserClientRelation'
    UserClientRelationUpdatePlatformResponse:
      required:
      - connect
      - data
      - metadata
      - workflow
      type: object
      properties:
        workflow:
          $ref: '#/components/schemas/UserClientRelationUpdatePlatformWorkflowContainer'
        data:
          $ref: '#/components/schemas/UserClientRelationUpdatePlatformDataContainer'
        connect:
          $ref: '#/components/schemas/UserClientRelationUpdatePlatformConnectContainer'
        metadata:
          $ref: '#/components/schemas/UserClientRelationUpdatePlatformMetadataContainer'
    UserClientRelationCreatePlatformDataContainer:
      type: object
      properties:
        userClientRelations:
          type: array
          items:
            $ref: '#/components/schemas/UserClientRelation'
    UserClientRelationCreatePlatformWorkflowContainer:
      required:
      - code
      type: object
      properties:
        code:
          $ref: '#/components/schemas/UserClientRelationCreateWorkflow'
    Pageable:
      type: object
      properties:
        unpaged:
          type: boolean
        paged:
          type: boolean
    EmbeddedWrappers:
      type: object
      properties:
        preferCollections:
          type: boolean
    UserClientRelationGetMetadataContainer:
      type: object
    HateoasSortHandlerMethodArgumentResolver:
      type: object
      properties:
        fallbackSort:
          $ref: '#/components/schemas/Sort'
        sortParameter:
          type: string
        propertyDelimiter:
          type: string
        qualifierDelimiter:
          type: string
    UserClientRelationListDataContainer:
      type: object
      properties:
        userClientRelation:
          $ref: '#/components/schemas/UserClientRelationResourceQueryInput'
        userClientRelations:
          type: array
          readOnly: true
          items:
            $ref: '#/components/schemas/UserClientRelation'
    NullHandling:
      type: string
      enum:
      - NATIVE
      - NULLS_FIRST
      - NULLS_LAST
    UserClientRelation:
      required:
      - clientId
      type: object
      properties:
        id:
          type: string
          format: uuid
          readOnly: true
        userId:
          type: string
          format: uuid
          readOnly: true
        clientId:
          type: string
          format: uuid
        status:
          $ref: '#/components/schemas/UserClientStatus'
    UserClientRelationGetConnectContainer:
      type: object
    UserClientRelationCreatePlatformMetadataContainer:
      type: object
    PageMetadata:
      required:
      - number
      - size
      - totalElements
      - totalPages
      type: object
      properties:
        size:
          minimum: 0
          type: integer
          description: number of elements in this page
          format: int32
        number:
          minimum: 0
          type: integer
          description: index of page starting from 0
          format: int32
        totalElements:
          minimum: 0
          type: integer
          description: total number of elements in all of the pages
          format: int64
          readOnly: true
        totalPages:
          minimum: 0
          type: integer
          description: number of total pages
          format: int32
          readOnly: true
    UserClientRelationCreatePlatformConnectContainer:
      type: object
    UserClientRelationUpdatePlatformMetadataContainer:
      type: object
    UserClientRelationGetResponse:
      required:
      - connect
      - data
      - metadata
      - workflow
      type: object
      properties:
        workflow:
          $ref: '#/components/schemas/UserClientRelationGetWorkflowContainer'
        data:
          $ref: '#/components/schemas/UserClientRelationGetDataContainer'
        connect:
          $ref: '#/components/schemas/UserClientRelationGetConnectContainer'
        metadata:
          $ref: '#/components/schemas/UserClientRelationGetMetadataContainer'
    UserClientRelationListWorkflowContainer:
      type: object
    UserClientRelationGetWorkflowContainer:
      type: object
    PagedResourcesAssemblerUserClient:
      type: object
      properties:
        pageableResolver:
          $ref: '#/components/schemas/HateoasPageableHandlerMethodArgumentResolver'
        baseUri:
          $ref: '#/components/schemas/UriComponents'
        wrappers:
          $ref: '#/components/schemas/EmbeddedWrappers'
        forceFirstAndLastRels:
          type: boolean
    UriComponents:
      type: object
      properties:
        scheme:
          type: string
        fragment:
          type: string
    UserClientRelationCreateWorkflow:
      type: string
      description: workflow code
      enum:
      - direct
    UserClientRelationUpdatePlatformConnectContainer:
      type: object
x-provenance:
  method: searched
  source: https://developer.integrated.finance/reference
  harvested: '2026-10-14'
  tool: harvest-readme-openapi.py
  note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
  assembled_from:
  - https://developer.integrated.finance/reference/user-client-relationscreate.md
  - https://developer.integrated.finance/reference/user-client-relationsget.md
  - https://developer.integrated.finance/reference/user-client-relationslist.md
  - https://developer.integrated.finance/reference/user-client-relationsupdate.md
  - https://developer.integrated.finance/reference/user-invitationsget.md
  - https://developer.integrated.finance/reference/user-invitationsupdate.md
  - https://developer.integrated.finance/reference/userscreate.md
  - https://developer.integrated.finance/reference/usersget.md
  - https://developer.integrated.finance/reference/userslist.md
  - https://developer.integrated.finance/reference/userslist_1.md
  - https://developer.integrated.finance/reference/usersupdate.md
  merge:
    pages: 11
    deduped: 43
    conflicts_kept_first: 0