JPMorgan Chase

Documents API

Manage your documents programmatically. Generate new documents and retrieve documents relevant to your accounts. This allows you to obtain important documentation with ease.

Documentation GitHub OpenAPI

Operations 4

POST /documents Upload document #

GET /documents List document details #

GET /documents/{id} Get document details #

GET /documents/{id}/file Download a document #

Documentation

📖

Documentation

https://developer.payments.jpmorgan.com/api

📖

APIReference

https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Fembedded-finance-solutions%2Fembedded-payments%2Fembedded-payments%2Fdocuments.md

Specifications

⚙

OpenAPI

https://raw.githubusercontent.com/api-evangelist/jp-morgan-chase/refs/heads/main/openapi/jp-morgan-chase-documents-api-openapi.yml

Work with this as data

Every API here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for apis

7 MCP tools reach this

find_apisBrowse and filter every API in the catalog.
get_api_artifactsOne API's artifacts, grouped by type.
get_openapiThe primary OpenAPI for this API.
find_similar_apisAPIs that look like this one.
apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
resolveTurn a domain, URL or GitHub org into the provider it belongs to.
find_cohortsEvery scored population of providers in the catalog.

All 92 tools →

Call it yourself

curl for this page

This API

curl "https://apis.io/api/v1/apis/documents-api"

All apis

curl "https://apis.io/api/v1/apis?limit=25"

Discovery needs no key. Ratings and market analysis are Pro.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.

OpenAPI Specification

openapi: 3.2.0
info:
  title: Digital Onboarding Documents API
  version: 1.0.18
  description: Streamline your client onboarding process to create, update, and manage clients, parties, documents, and due diligence requirements in a fully digital workflow so you can automate Know Your Customer (KYC), document collection, and compliance tasks directly from your own platform.
  contact:
    name: JPMC Technical Services Support
servers:
- url: https://api.payments.jpmorgan.com/onboarding/v1
  description: PRODUCTION-MTLS
- url: https://api-sandbox.payments.jpmorgan.com/onboarding/v1
  description: CLIENT TESTING-MTLS
- url: https://api-mock.payments.jpmorgan.com/onboarding/v1
  description: MOCK
security:
- Certs: []
  Token: []
- Certs: []
- BearerAuth: []
tags:
- name: Documents
  description: Manage document upload and retrieval.
paths:
  /documents:
    post:
      parameters:
      - $ref: '#/components/parameters/TokenInHeader'
      - $ref: '#/components/parameters/IdempotencyKey'
      summary: Upload document
      description: This section allows the user to attach the binary file upload and meta-data associated with the document.
      operationId: smbdo-uploadDocument
      tags:
      - Documents
      requestBody:
        description: 'This section allows the user to attach the binary file upload and meta-data associated with the document.

          '
        content:
          multipart/form-data:
            schema:
              type: object
              properties:
                file:
                  type: string
                  format: binary
                documentData:
                  description: The document metadata.
                  type: string
                  example: '{"documentType":"DRIVERS_LICENSE","documentRequestId":"50002"}'
              required:
              - file
              - documentData
      responses:
        '201':
          description: Upload Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DocumentResponse'
              examples:
                DocumentsRes:
                  $ref: '#/components/examples/DocumentsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '409':
          $ref: '#/components/responses/409'
        '422':
          $ref: '#/components/responses/422'
        '500':
          $ref: '#/components/responses/500'
        '503':
          $ref: '#/components/responses/503'
    get:
      parameters:
      - $ref: '#/components/parameters/TokenInHeader'
      - $ref: '#/components/parameters/ClientIdQuery'
      - $ref: '#/components/parameters/PartyIdQuery'
      - $ref: '#/components/parameters/PageNumber'
      - $ref: '#/components/parameters/PageSize'
      tags:
      - Documents
      summary: List document details
      description: Retrieves a list of document details.
      operationId: smbdo-getAllDocumentDetails
      responses:
        '200':
          description: Ok.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ListDocumentsResponse'
              examples:
                ListDocumentsRes:
                  $ref: '#/components/examples/ListDocumentsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '404':
          $ref: '#/components/responses/404'
        '500':
          $ref: '#/components/responses/500'
        '503':
          $ref: '#/components/responses/503'
  /documents/{id}:
    get:
      parameters:
      - $ref: '#/components/parameters/TokenInHeader'
      - in: path
        name: id
        description: Unique document identifier.
        example: 62d29548-f55a-458e-b9bb-ed32a6a05a1b
        schema:
          type: string
        required: true
      tags:
      - Documents
      summary: Get document details
      description: Retrieve details of a document.
      operationId: smbdo-getDocumentDetail
      responses:
        '200':
          description: Ok.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DocumentResponse'
              examples:
                DocumentsRes:
                  $ref: '#/components/examples/DocumentsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '404':
          $ref: '#/components/responses/404'
        '500':
          $ref: '#/components/responses/500'
        '503':
          $ref: '#/components/responses/503'
  /documents/{id}/file:
    get:
      parameters:
      - $ref: '#/components/parameters/TokenInHeader'
      - in: path
        name: id
        description: Unique Document identifier.
        example: 745ed6ce-c9e4-4d89-a1f9-74865e12cfc6
        schema:
          type: string
        required: true
      tags:
      - Documents
      summary: Download a document
      description: Download a document using its unique identifier.
      operationId: smbdo-downloadDocument
      responses:
        '200':
          description: Ok.
          content:
            application/pdf:
              schema:
                type: string
                format: byte
            image/png:
              schema:
                type: string
                format: byte
            image/jpeg:
              schema:
                type: string
                format: byte
            image/heic:
              schema:
                type: string
                format: byte
            application/csv:
              schema:
                type: string
            application/json:
              schema:
                type: object
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '404':
          $ref: '#/components/responses/404'
        '500':
          $ref: '#/components/responses/500'
        '503':
          $ref: '#/components/responses/503'
components:
  responses:
    '409':
      description: Conflict - Concurrent request detected
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Conflict
            httpStatus: 409
            context:
            - message: Concurrent request detected for clientId [3000005555]. Please try again later.
    '503':
      description: Service Unavailable - API Processing Error
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Service Unavailable
            httpStatus: 503
            context:
            - message: Service unavailable.
    '422':
      description: Request could not be processed due to semantic errors. Check error response.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Unprocessable Entity
            httpStatus: 422
            context:
            - message: Unable to perform Client Verification for clientId [3000005555] due to its Status.
    '404':
      description: No data found for the criteria specified
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Not Found
            httpStatus: 404
            context:
            - message: Party with ID [2000000555] not found.
    '500':
      description: Internal Server Error - Generic Error
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Internal Server Error
            httpStatus: 500
            context:
            - message: Something went wrong. Please try again later.
    '400':
      description: Bad Request
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Invalid Data
            httpStatus: 400
            context:
            - code: '10104'
              message: Client with ID [3000005555] does not exist.
              location: BODY
              field: clientId
    '401':
      description: Unauthenticated
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Unauthorized
            httpStatus: 401
            context:
            - message: Provided token does not follow required JWT format. It may also be missing mandatory parts
    '403':
      description: Forbidden - Unauthorized Access
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Forbidden
            httpStatus: 403
            context:
            - message: Platform is not authorized to access client.
  schemas:
    ClientId:
      description: A client's unique ID
      example: '9000000333'
      type: string
      maxLength: 10
    DocumentMetadataSmbdo:
      type: object
      properties:
        key:
          $ref: '#/components/schemas/DocumentMetadataKeyEnum'
        value:
          type: string
          example: 73bd1c1d-6635-43ff-a8e5-b252926bdd9e
    DocumentMetadataKeyEnum:
      type: string
      enum:
      - DOCUMENT_REQUEST_ID
      - PARTY_ID
      - FILE_EXTENSION
      - COUNTRY
      - STATUS
      - UPLOAD_TIME
      - UPLOADED_FILE_NAME
      example: DOCUMENT_REQUEST_ID
    schemas-ApiError:
      description: An API error.
      type: object
      required:
      - title
      - httpStatus
      properties:
        title:
          type: string
          description: Short humanly-readable title of the error
          example: BAD_REQUEST
        httpStatus:
          type: integer
          description: HTTP status code
          example: 422
        traceId:
          type: string
          description: Internal assigned traced identifier
        requestId:
          type: string
          description: Client provided request identifier
        context:
          type: array
          items:
            $ref: '#/components/schemas/ApiErrorContext'
          description: Provides additional context and detail on the errors
          minItems: 0
          maxItems: 100
    DocumentTypeSmbdo:
      type: string
      description: Supported document types
      enum:
      - ANNUAL_FILINGS
      - ARTICLES_OF_ASSOCIATION
      - ARTICLES_OF_INCORPORATION
      - BANK_STATEMENT
      - BANKING_LICENSE
      - BEARER_SHARES_ATTESTATION
      - BENEFICIAL_OWNER_INFORMATION
      - BRAND_LOGO
      - BULK_MIGRATION
      - BUSINESS_LICENSE
      - BUSINESS_REGISTRATION_CERT
      - CERTIFICATE_OF_GOOD_STANDING
      - CERTIFICATE_OF_STATUS
      - COMMERCIAL_REGISTRY
      - CONSTITUTIONAL_DOCUMENT
      - CREDIT_CARD_STATEMENT
      - DETAILS_OF_DIRECTORS
      - DISCLOSURE_AND_CONSENT
      - DRIVERS_LICENSE
      - EIN
      - EVIDENCE
      - FILING_RECEIPT
      - GOV_ISSUED_ID_CARD
      - GOVERNMENT_REGISTERED_DOCUMENT
      - IDENTIFICATION_DOCUMENT
      - INCUMBENCY_CERTIFICATE
      - INSURANCE_DOCUMENT
      - IRS_DOCUMENT_TIN
      - JPMC_DISCLOSURE
      - LEGAL_DOCUMENTS
      - LLC_AGREEMENT
      - LOAN_ACCOUNT_STATEMENT
      - MAA
      - MOA
      - OFFERING_MEMO
      - OPERATING_AGREEMENT
      - OTHER_GOV_REGISTRATION_DOCS
      - OWNERSHIP_ATTESTATION
      - PARTNERSHIP_AGREEMENT
      - PASSPORT
      - SEC_FILINGS_10K
      - SIGNATURE_CARD
      - SSN_CARD
      - STANDARD_OPERATING_PROCEDURE
      - SUPPORT_CONTACT
      - TAX_DOCUMENT
      - TERMS_CONDITIONS
      - TRUST_AGREEMENT
      - TRUST_DEED
      - UTILITY_BILL
    ApiErrorContext:
      description: Context of the API error.
      type: object
      required:
      - message
      properties:
        code:
          type: string
          description: Short code that identifies the error - publicly cataloged and documented
          example: '11000'
        location:
          type: string
          enum:
          - BODY
          - QUERY
          - PATH
          - HEADER
          example: BODY
          description: Part of the request which is responsible for the reason
        field:
          type: string
          description: The location of the property or parameter in error
        message:
          type: string
          example: The server can not find the requested resource.
          description: Message describing the reason.
    PageMetaData:
      description: Page metadata.
      type: object
      properties:
        page:
          type: integer
          format: int32
          example: 0
          description: 'Page number.

            '
          minimum: 0
          maximum: 2147483647
        limit:
          type: integer
          format: int32
          example: 25
          description: 'Number of records per page.

            '
          minimum: 1
          maximum: 25
        total:
          type: integer
          format: int64
          example: 340
          description: 'Total number of items.

            '
          minimum: 0
          maximum: 9999999999
    ListDocumentsResponse:
      type: object
      properties:
        metadata:
          $ref: '#/components/schemas/PageMetaData'
        documentDetails:
          type: array
          items:
            $ref: '#/components/schemas/DocumentResponse'
          minItems: 0
          maxItems: 100
    DocumentResponse:
      type: object
      properties:
        id:
          type: string
          format: uuid
        documentType:
          $ref: '#/components/schemas/DocumentTypeSmbdo'
        metadata:
          type: array
          items:
            $ref: '#/components/schemas/DocumentMetadataSmbdo'
          minItems: 0
          maxItems: 50
      required:
      - id
      - documentType
      - metadata
  parameters:
    PartyIdQuery:
      name: partyId
      in: query
      description: Unique Party identifier.
      required: false
      example: '2000000555'
      schema:
        type: string
        maxLength: 10
    ClientIdQuery:
      name: clientId
      in: query
      description: Unique Client identifier.
      required: false
      example: '3000000001'
      schema:
        $ref: '#/components/schemas/ClientId'
    PageNumber:
      name: page
      in: query
      description: Page number.
      required: false
      schema:
        type: integer
        format: int32
        default: 0
        minimum: 0
        maximum: 2147483647
    IdempotencyKey:
      name: Idempotency-Key
      in: header
      description: 'Client generated unique idempotency key used in recognizing consecutive retries of the same request

        **Usage of V4 UUIDs is recommended.**'
      required: false
      schema:
        title: Idempotency Key
        description: 'A unique string that enables the API support idempotency by safely retrying requests without accidentally

          performing the same operation twice.'
        type: string
        minLength: 1
        maxLength: 36
        example: 1b036f9c-8c84-4ce6-b1dd-5979472945a1
    TokenInHeader:
      name: token
      in: header
      description: JWT Client token
      required: false
      schema:
        type: string
        minLength: 1
        maxLength: 8192
    PageSize:
      name: limit
      in: query
      description: Number of records per page.
      required: false
      schema:
        type: integer
        format: int32
        minimum: 1
        maximum: 25
        default: 25
  examples:
    ListDocumentsResponse:
      summary: List of document details
      description: A list of document details
      value:
        metadata:
          page: 0
          limit: 25
          total: 1
        documentDetails:
        - id: 62d29548-f55a-458e-b9bb-ed32a6a05a1b
          documentType: TERMS_CONDITIONS
          metadata:
          - key: DOCUMENT_REQUEST_ID
            value: '3000001'
    DocumentsResponse:
      summary: Document details for given document upload
      description: Document details for document that was uploaded
      value:
        id: cd03133b-21e6-4d60-85aa-3eee61939b2e
        documentType: PASSPORT
        metadata:
        - key: STATUS
          value: ACTIVE
        - key: UPLOADED_FILE_NAME
          value: passport.png
        - key: FILE_EXTENSION
          value: png
        - key: DOCUMENT_REQUEST_ID
          value: '50000'
        - key: UPLOAD_TIME
          value: '2024-04-01T21:14:38.474Z'
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
x-jpmc-securityDefinitions:
  JPMC-OAuth2:
    jpmc-claims:
      jpmc-roles:
      - 111789_SMBDO_PAYFAC_ACCESS: API access role claim
x-jpmc-security:
- JPMC-OAuth2:
    jpmc-claims:
      jpmc-roles:
      - 111789_SMBDO_CLIENT_ACCESS: API access role claim