Lean Insights API

Derived analytics over an entity's transaction history — income detection, expense categorisation, and cashflow summaries — for underwriting, affordability, and BFM use cases.

OpenAPI Specification

lean-insights-api-openapi.yml Raw ↑
openapi: 3.1.0
info:
  title: Lean Insights API
  description: >
    Derived analytics over an entity's transaction history. Income detection,
    expense categorisation, and cashflow summaries used for underwriting,
    affordability, and personal financial management use cases.
  version: '2.0'
  contact:
    name: Lean Support
    url: https://help.leantech.me
servers:
  - url: https://api2.leantech.me
    description: Production
security:
  - BearerAuth: []
tags:
  - name: Insights
paths:
  /insights/v2/income:
    post:
      summary: Lean Compute Income
      operationId: computeIncome
      tags: [Insights]
      parameters:
        - $ref: '#/components/parameters/EntityIdHeader'
      requestBody:
        required: false
        content:
          application/json:
            schema:
              type: object
              properties:
                start_date:
                  type: string
                  format: date
                end_date:
                  type: string
                  format: date
      responses:
        '200':
          description: Income analysis
  /insights/v2/expenses:
    get:
      summary: Lean Get Expenses
      operationId: getExpenses
      tags: [Insights]
      parameters:
        - $ref: '#/components/parameters/EntityIdHeader'
      responses:
        '200':
          description: Expenses analysis
  /insights/v2/assets/cashflows:
    get:
      summary: Lean Get Cashflows
      operationId: getCashflows
      tags: [Insights]
      parameters:
        - $ref: '#/components/parameters/EntityIdHeader'
      responses:
        '200':
          description: Cashflows analysis
components:
  parameters:
    EntityIdHeader:
      name: entity_id
      in: header
      required: true
      schema:
        type: string
        format: uuid
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT