M3ter CreditReason API

Endpoints for CreditReason operations such as creation, update, list, and delete. You can create CreditReasons for your Organization, and then use them when creating a credit line item on a bill, or applying a product credit to a bill. CreditReasons provide contextual information as to why a credit was applied.

OpenAPI Specification

m3ter-creditreason-api-openapi.yml Raw ↑
openapi: 3.0.1
info:
  title: m3ter Account CreditReason API
  description: "If you are using Postman, you can:\n- Use the **Download** button above to download the m3ter Open API spec JSON file and then import this file as the **m3ter API Collection** into your Workspace. See [Importing the m3ter Open API](https://www.m3ter.com/docs/guides/m3ter-apis/getting-started-with-api-calls#importing-the-m3ter-open-api) in our main user Documentation for details.\n- Copy this link: [m3ter-Template API Collection](https://www.datocms-assets.com/78893/1672846767-m3ter-template-api-collection-postman_collection.json) and use it to import the **m3ter-Template API Collection** into your Workspace. See [Importing the m3ter Template API Collection](https://www.m3ter.com/docs/guides/m3ter-apis/getting-started-with-api-calls#importing-the-m3ter-template-api-collection) in our main user Documentation for details.\n\n---\n\n# Introduction\nThe m3ter platform supports two HTTP-based REST APIs returning JSON encoded responses:\n- The **Ingest API**, which you can use for submitting raw data measurements. *(See the [Submit Measurements](https://www.m3ter.com/docs/api#tag/Measurements/operation/SubmitMeasurements) endpoint in this API Reference.)*\n- The **Config API**, which you can use for configuration and management. *(All other endpoints in this API Reference.)* \n\n## Authentication and Authorization\nOur APIs use an industry-standard authorization protocol known as the OAuth 2.0 specification.\n\nOAuth2 supports several grant types, each designed for a specific use case. m3ter uses the following two grant types:\n  - **Authorization Code**: Used for human login access via the m3ter Console.\n  - **Client Credentials**: Used for machine-to-machine communication and API access.\n\nComplete the following flow for API access:\n\n1. **Create a Service User and add Permissions**: Log in to the m3ter Console, go to **Settings**, **Access** then **Service Users** tab, and create a Service User. To enable API calls, grant the user **Administrator** permissions. \n    \n2. **Generate Access Keys**: In the Console, open the *Overview* page for the Service User by clicking on the name. Generate an **Access Key id** and **Api Secret**. Make sure you copy the **Api Secret** because it is only visible at the time of creation. \n\nSee [Service Authentication](https://www.m3ter.com/docs/guides/authenticating-with-the-platform/service-authentication) for detailed instructions and an example.\n\n3. **Obtain a Bearer Token using Basic Auth**: We implement the OAuth 2.0 Client Credentials Grant authentication flow for Service User Authentication. Submit a request to the m3ter OAuth Client Credentials authentication flow, using your concatenated **Access Key id** and **Api Secret** to obtain a Bearer Token for your Service User. *See examples below.* \n \n4. **Bearer Token Usage**: Use the HTTP 'Authorization' header with the bearer token to authorise all subsequent API requests.  \n\n> Warning: The Bearer Token is valid for 18,000 seconds or 5 hours. When the token has expired, you must obtain a new one.\n\nBelow are two examples for obtaining a Bearer Token using Basic Auth: the first in cURL and the second as a Python script. \n\n### cURL Example\n1. Open your terminal or command prompt.    \n2. Use the following `cURL` command to obtain a Bearer Token:\n\n```bash\ncurl -X POST https://api.m3ter.com/oauth/token \\\n  -H 'Content-Type: application/x-www-form-urlencoded' \\\n  -u your_access_key_id:your_api_secret \\\n  -d 'grant_type=client_credentials'\n```\n\nReplace `your_access_key_id` and `your_api_secret` with your actual **Access Key id** and **Api Secret**.\n\n3.  Run the command, and if successful, it will return a JSON response containing the Bearer Token. The response will look like this:\n\n```json\n{\n  \"access_token\": \"your_bearer_token\",\n  \"token_type\": \"Bearer\",\n  \"expires_in\": 18000\n}\n```\n\nYou can then use the Bearer Token *(the value of `\"access_token\"`)* for subsequent API calls to m3ter.\n\n### Python Example\n1. Install the `requests` library if you haven't already:\n\n```bash\npip install requests\n```\n\n2. Use the following Python script to obtain a Bearer Token:\n\n```python\nimport requests\nimport base64\n\n# Replace these with your Access Key id and Api Secret\naccess_key_id = 'your_access_key_id'\napi_secret = 'your_api_secret'\n\n# Encode the Access Key id and Api Secret in base64 format\ncredentials = base64.b64encode(f'{access_key_id}:{api_secret}'.encode('utf-8')).decode('utf-8')\n\n# Set the m3ter token endpoint URL\ntoken_url = 'https://api.m3ter.com/oauth/token'\n\n# Set the headers for the request\nheaders = {\n    'Authorization': f'Basic {credentials}',\n    'Content-Type': 'application/x-www-form-urlencoded'\n}\n\n# Set the payload for the request\npayload = {\n    'grant_type': 'client_credentials'\n}\n\n# Send the request to obtain the Bearer Token\nresponse = requests.post(token_url, headers=headers, data=payload)\n\n# Check if the request was successful\nif response.status_code == 200:\n    # Extract the Bearer Token from the response\n    bearer_token = response.json()['access_token']\n    print(f'Bearer Token: {bearer_token}')\nelse:\n    print(f'Error: {response.status_code} - {response.text}')\n```\n\nReplace `your_access_key_id` and `your_api_secret` with your actual **Access Key id** and **Api Secret**. \n\n3. Run the script, and if successful, it will print the Bearer Token. You can then use this Bearer Token for subsequent API calls to m3ter.\n\n## Submitting Personally Identifiable Information (PII)\n**IMPORTANT!** Under the [Data Processing Agreement](https://www.m3ter.com/docs/legal/dpa), the only fields permissible for use in submitting any of your end-customer PII data in m3ter are the ``name``, ``address``, and ``emailAddress`` fields on the **Account** entity - see the details for [Create Account](https://www.m3ter.com/docs/api#operation/PostAccount). See also section 4.2 of the [Terms of Service](https://www.m3ter.com/docs/legal/terms-of-service).\n\n## Rate and Payload Limits\n### Config API Request Rate Limits\nSee [Config API Limits](https://www.m3ter.com/docs/guides/m3ter-apis/config-api-limits).\n\n### Data Explorer API Request Rate Limits\nSee [Data Explorer Request Rate Limits](https://www.m3ter.com/docs/guides/m3ter-apis/config-api-limits#date-explorer-request-rate-limits).\n\n### Ingest API Request Rate and Payload Limits\nSee [Ingest API Limits](https://www.m3ter.com/docs/guides/m3ter-apis/ingest-api-limits) for more information.\n\n## Pagination\n**List Endpoints**\nAPI endpoints that have a List resources request support cursor-based pagination - for example, the `List Accounts` request. These List calls support pagination by taking the two parameters `pageSize` and `nextToken`. \n\nThe response of a List API call is a single page list. If the `nextToken` parameter is not supplied, the first page returned contains the newest objects chronologically. Specify a `nextToken` to retrieve the page of older objects that occur immediately after the last object on the previous page.\n\nUse `pageSize` to limit the list results per page, typically this allows up to a maximum of 100 or 200 per page.\n\n**Search Endpoints**\nAPI endpoints that have a Search resources request support cursor-based pagination - for example, the `Search Accounts` request. These Search calls support pagination by taking the two parameters `pageSize` and `fromDocument`.\n\nThe response of a Search API call is a single page list. If the `fromDocument` parameter is not supplied, the first page returned contains the newest objects chronologically. Specify a `fromDocument` to retrieve the page of older objects that occur immediately after the last object on the previous page.\n\nUse `pageSize` to limit the list results per page, typically this allows up to a maximum of 100 or 200 per page. Default is 10.\n\n## API Quick Start\nSee [Getting Started with API Calls](https://www.m3ter.com/docs/guides/m3ter-apis/getting-started-with-api-calls) for detailed guidance on how to use our API to:\n* Create a Service User and add permissions.\n* Generate access keys for the Service User.\n* Use basic authentication to obtain a Bearer Token.\n\nFor further guidance, also see [Creating and Configuring Service Users](https://www.m3ter.com/docs/guides/organization-and-access-management/managing-users/creating-and-configuring-service-users).\n\n## Other Languages\nIf you want to work with the m3ter REST APIs using other languages such as:\n* Python\n* JavaScript\n* C++\n\nPlease see the [Developer Tools](https://www.m3ter.com/docs/guides/developer-tools) topic in our main documentation for information about available SDKs.\n\n\n# Authentication\n<!-- ReDoc-Inject: <security-definitions> -->"
  version: '1.0'
  x-logo:
    url: https://console.m3ter.com/m3ter-logo-black.svg
servers:
- url: https://api.m3ter.com
security:
- OAuth2: []
tags:
- name: CreditReason
  description: "Endpoints for CreditReason operations such as creation, update, list, and delete. \n\nYou can create CreditReasons for your Organization, and then use them when creating a credit line item on a bill, or applying a product credit to a bill. CreditReasons provide contextual information as to why a credit was applied. "
paths:
  /organizations/{orgId}/picklists/creditreasons:
    get:
      tags:
      - CreditReason
      summary: List Credit Reasons
      description: 'Retrieve a list of the Credit Reason entities created for your Organization. You can filter the list returned for the call by Credit Reason ID, Credit Reason short code, or by Archive status. '
      operationId: ListCreditReasons
      parameters:
      - name: orgId
        in: path
        description: UUID of the organization. The Organization represents your company as a direct customer of the m3ter service.
        required: true
        style: simple
        explode: false
        schema:
          type: string
          deprecated: true
          x-stainless-deprecation-message: the org id should be set at the client level instead
      - name: pageSize
        in: query
        description: Number of credit reasons to retrieve per page.
        required: false
        allowEmptyValue: true
        style: form
        explode: true
        schema:
          maximum: 100
          minimum: 1
          type: integer
          format: int32
      - name: nextToken
        in: query
        description: '`nextToken` for multi page retrievals.'
        required: false
        allowEmptyValue: true
        style: form
        explode: true
        schema:
          type: string
      - name: ids
        in: query
        description: List of Credit Reason IDs to retrieve.
        required: false
        allowEmptyValue: true
        style: form
        explode: true
        schema:
          type: array
          items:
            type: string
      - name: codes
        in: query
        description: List of Credit Reason short codes to retrieve.
        required: false
        allowEmptyValue: true
        style: form
        explode: true
        schema:
          type: array
          items:
            type: string
      - name: archived
        in: query
        description: 'TRUE / FALSE archived flag to filter the list. CreditReasons can be archived once they are obsolete.


          * TRUE includes archived CreditReasons.

          * FALSE excludes CreditReasons that are archived. '
        required: false
        allowEmptyValue: true
        style: form
        explode: true
        schema:
          type: boolean
      responses:
        '200':
          description: List of CreditReasons
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PaginatedCreditReasonResponseData'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
    post:
      tags:
      - CreditReason
      summary: Create Credit Reason
      description: Create a new Credit Reason for your Organization. When you've created a Credit Reason, it becomes available as a credit type for adding Credit line items to Bills. See [Credits](https://www.m3ter.com/docs/api#tag/Credits).
      operationId: CreateCreditReason
      parameters:
      - name: orgId
        in: path
        description: UUID of the organization. The Organization represents your company as a direct customer of the m3ter service.
        required: true
        style: simple
        explode: false
        schema:
          type: string
          deprecated: true
          x-stainless-deprecation-message: the org id should be set at the client level instead
      requestBody:
        description: ''
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreditReasonRequest'
        required: true
      responses:
        '200':
          description: Return the created Credit Reason
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CreditReasonResponse'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
  /organizations/{orgId}/picklists/creditreasons/{id}:
    get:
      tags:
      - CreditReason
      summary: Retrieve Credit Reason
      description: Retrieve the Credit Reason with the given UUID.
      operationId: GetCreditReason
      parameters:
      - name: orgId
        in: path
        description: UUID of the organization. The Organization represents your company as a direct customer of the m3ter service.
        required: true
        style: simple
        explode: false
        schema:
          type: string
          deprecated: true
          x-stainless-deprecation-message: the org id should be set at the client level instead
      - name: id
        in: path
        description: The UUID of the Credit Reason to retrieve.
        required: true
        style: simple
        explode: false
        schema:
          type: string
      responses:
        '200':
          description: Return the Credit Reason
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CreditReasonResponse'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
    put:
      tags:
      - CreditReason
      summary: Update Credit Reason
      description: Update the Credit Reason with the given UUID.
      operationId: UpdateCreditReason
      parameters:
      - name: orgId
        in: path
        description: UUID of the organization. The Organization represents your company as a direct customer of the m3ter service.
        required: true
        style: simple
        explode: false
        schema:
          type: string
          deprecated: true
          x-stainless-deprecation-message: the org id should be set at the client level instead
      - name: id
        in: path
        description: The UUID of the Credit Reason to update.
        required: true
        style: simple
        explode: false
        schema:
          type: string
      requestBody:
        description: ''
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreditReasonRequest'
        required: true
      responses:
        '200':
          description: Return the updated Credit Reason
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CreditReasonResponse'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
    delete:
      tags:
      - CreditReason
      summary: Delete Credit Reason
      description: Delete the Credit Reason with the given UUID.
      operationId: DeleteCreditReason
      parameters:
      - name: orgId
        in: path
        description: UUID of the organization. The Organization represents your company as a direct customer of the m3ter service.
        required: true
        style: simple
        explode: false
        schema:
          type: string
          deprecated: true
          x-stainless-deprecation-message: the org id should be set at the client level instead
      - name: id
        in: path
        description: The UUID of the Credit Reason to delete.
        required: true
        style: simple
        explode: false
        schema:
          type: string
      responses:
        '200':
          description: Return the deleted Credit Reason
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CreditReasonResponse'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
components:
  schemas:
    PaginatedCreditReasonResponseData:
      type: object
      properties:
        data:
          type: array
          description: ''
          items:
            $ref: '#/components/schemas/CreditReasonResponse'
        nextToken:
          type: string
          description: ''
      description: ''
    CreditReasonResponse:
      type: object
      description: ''
      allOf:
      - $ref: '#/components/schemas/AbstractPickListResponse'
      - $ref: '#/components/schemas/AbstractResponse'
      - properties:
          dtCreated:
            type: string
            description: The DateTime when the credit reason was created *(in ISO-8601 format)*.
            format: date-time
            x-stainless-skip:
            - terraform
          dtLastModified:
            type: string
            description: The DateTime when the credit reason was last modified *(in ISO-8601 format)*.
            format: date-time
            x-stainless-skip:
            - terraform
          createdBy:
            type: string
            description: The id of the user who created this credit reason.
            x-stainless-skip:
            - terraform
          lastModifiedBy:
            type: string
            description: The id of the user who last modified this credit reason.
            x-stainless-skip:
            - terraform
    AbstractResponse:
      required:
      - id
      type: object
      properties:
        id:
          type: string
          description: 'The UUID of the entity. '
        version:
          type: integer
          description: 'The version number:

            - **Create:** On initial Create to insert a new entity, the version is set at 1 in the response.

            - **Update:** On successful Update, the version is incremented by 1 in the response.'
          format: int64
          x-stainless-terraform-configurability: computed
          x-stainless-terraform-always-send: true
      description: ''
    CreditReasonRequest:
      type: object
      allOf:
      - $ref: '#/components/schemas/AbstractPickListRequest'
      - $ref: '#/components/schemas/AbstractRequest'
    AbstractPickListRequest:
      type: object
      description: ''
      allOf:
      - $ref: '#/components/schemas/AbstractRequest'
      - required:
        - name
        properties:
          code:
            maxLength: 80
            pattern: ^[\p{L}_$][\p{L}_$0-9]*$
            type: string
            description: The short code for the entity.
            example: code
          name:
            maxLength: 200
            minLength: 1
            type: string
            description: The name of the entity.
          archived:
            type: boolean
            description: 'A Boolean TRUE / FALSE flag indicating whether the entity is archived. An entity can be archived if it is obsolete.


              * TRUE - the entity is in the archived state.

              * FALSE - the entity is not in the archived state.'
    AbstractRequest:
      type: object
      properties:
        version:
          type: integer
          description: 'The version number of the entity:

            - **Create entity:** Not valid for initial insertion of new entity - *do not use for Create*. On initial Create, version is set at 1 and listed in the response.

            - **Update Entity:**  On Update, version is required and must match the existing version because a check is performed to ensure sequential versioning is preserved. Version is incremented by 1 and listed in the response.'
          format: int64
          x-stainless-terraform-configurability: computed
          x-stainless-terraform-always-send: true
      description: ''
    AbstractPickListResponse:
      type: object
      description: ''
      allOf:
      - $ref: '#/components/schemas/AbstractResponse'
      - properties:
          code:
            type: string
            description: The short code of the data entity.
          name:
            type: string
            description: The name of the data entity.
          archived:
            type: boolean
            description: TRUE / FALSE flag indicating whether the data entity is archived. An entity can be archived if it is obsolete.
  responses:
    Error:
      description: Error message
      content:
        application/json:
          schema:
            type: object
            properties:
              message:
                type: string
  securitySchemes:
    OAuth2:
      type: oauth2
      description: "m3ter supports machine to machine authentication using the `clientCredentials` OAuth2 flow.\n\nThe `authorizationCode` flow controls access for human users via the m3ter Console application. \n"
      flows:
        clientCredentials:
          tokenUrl: /oauth/token
          scopes:
            m3ter-resources/m3ter-scope: m3ter resources
            measurements:upload: Upload measurements
            measurements:fileUpload: Upload file
            measurements:retrieve: Retrieve measurements
        authorizationCode:
          authorizationUrl: https://m3ter.auth.us-east-1.amazoncognito.com/oauth2/authorize
          tokenUrl: https://m3ter.auth.us-east-1.amazoncognito.com/oauth2/token
          scopes:
            m3ter-resources/m3ter-scope: m3ter resources
            openid: OpenID
            email: email
            measurements:upload: Upload measurements
            measurements:fileUpload: Upload file
            measurements:retrieve: Retrieve measurements