M3ter Plan API

Endpoints for listing, creating, updating, retrieving, or deleting Plans. A Plan is based on a PlanTemplate and represents a specific pricing plan for one of your products or services. Each Plan inherits general billing attributes or pricing structure from its parent Plan Template. Some attributes can be overriden for the specific Plan. When you've created the Plan Templates and Plans you need for your Products, you can configure the exact pricing structures for Plans to charge customers that consume one or more of your Products. You can then attach the appropriately priced Plans to customer Accounts to create [Account Plans](https://www.m3ter.com/docs/api#tag/AccountPlan) and enable charges to be calculated correctly for billing against those Accounts. See also: - [Reviewing Options for Plans and Plan Templates](https://www.m3ter.com/docs/guides/working-with-plan-templates-and-plans/reviewing-configuration-options-for-plans-and-plan-templates).

Business capability
Plan & Entitlement Design BC-4240.10

Operations 5

GET /organizations/{orgId}/plans List Plans #
POST /organizations/{orgId}/plans Create Plan #
GET /organizations/{orgId}/plans/{id} Retrieve Plan #
PUT /organizations/{orgId}/plans/{id} Update Plan #
DELETE /organizations/{orgId}/plans/{id} Delete Plan #

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OpenAPI Specification

m3ter-plan-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: m3ter Plan API
  description: 'If you are using Postman, you can:

    - 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 in our main user Documentation for details. - Copy this link: m3ter-Template API Collection and use it to import the **m3ter-Template API Collection** into your Workspace. See Importing the m3ter Template API Collection in our main user Documentation for details. ---


    # Introduction

    The m3ter platform supports two HTTP-based REST APIs returning JSON encoded responses:

    - The **Ingest API**, which you can use for submitting raw data measurements. *(See the Submit Measurements endpoint in this API Reference.)*

    - The **Config API**, which you can use for configuration and management. *(All other endpoints in this API Reference.)*


    ## Authentication and Authorization

    Our APIs use an industry-standard authorization protocol known as the OAuth 2.0 specification. OAuth2 supports several grant types, each designed for a specific use case. m3ter uses the following two grant types:

    - **Authorization Code**: Used for human login access via the m3ter Console. - **Client Credentials**: Used for machine-to-machine communication and API access. Complete the following flow for API access:


    1. **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. 2. **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. See Service Authentication for detailed instructions and an example. 3. **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.*


    4. **Bearer Token Usage**: Use the HTTP ''Authorization'' header with the bearer token to authorise all subsequent API requests. > Warning: The Bearer Token is valid for 18,000 seconds or 5 hours. When the token has expired, you must obtain a new one. Below are two examples for obtaining a Bearer Token using Basic Auth: the first in cURL and the second as a Python script. ### cURL Example

    1. Open your terminal or command prompt. 2. Use the following `cURL` command to obtain a Bearer Token:


    ```bash

    curl -X POST https://api.m3ter.com/oauth/token \

    -H ''Content-Type: application/x-www-form-urlencoded'' \

    -u your_access_key_id:your_api_secret \

    -d ''grant_type=client_credentials''

    ```


    Replace `your_access_key_id` and `your_api_secret` with your actual **Access Key id** and **Api Secret**. 3. Run the command, and if successful, it will return a JSON response containing the Bearer Token. The response will look like this:


    ```json

    {

    "access_token": "your_bearer_token",

    "token_type": "Bearer",

    "expires_in": 18000

    }

    ```


    You can then use the Bearer Token *(the value of `"access_token"`)* for subsequent API calls to m3ter. ### Python Example

    1. Install the `requests` library if you haven''t already:


    ```bash

    pip install requests

    ```


    2.'
  version: '1.0'
  x-logo:
    url: https://console.m3ter.com/m3ter-logo-black.svg
servers:
- url: https://api.m3ter.com
security:
- OAuth2: []
tags:
- name: Plan
  description: 'Endpoints for listing, creating, updating, retrieving, or deleting Plans.


    A Plan is based on a PlanTemplate and represents a specific pricing plan for one of your products or services. Each Plan inherits general billing attributes or pricing structure from its parent Plan Template. Some attributes can be overriden for the specific Plan.


    When you''ve created the Plan Templates and Plans you need for your Products, you can configure the exact pricing structures for Plans to charge customers that consume one or more of your Products.


    You can then attach the appropriately priced Plans to customer Accounts to create Account Plans and enable charges to be calculated correctly for billing against those Accounts.


    See also:

    - Reviewing Options for Plans and Plan Templates.'
paths:
  /organizations/{orgId}/plans:
    get:
      tags:
      - Plan
      summary: List Plans
      description: Retrieve a list of Plans that can be filtered by Product, Account, or Plan ID.
      operationId: ListPlans
      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
      - name: pageSize
        in: query
        description: Number of Plans 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: productId
        in: query
        description: UUID of the Product to retrieve Plans for.
        required: false
        allowEmptyValue: true
        style: form
        explode: true
        schema:
          maximum: 36
          minimum: 36
          type: string
      - name: accountId
        in: query
        description: List of Account IDs the Plan belongs to.
        required: false
        allowEmptyValue: true
        style: form
        explode: true
        schema:
          type: array
          items:
            type: string
      - name: ids
        in: query
        description: 'List of Plan IDs to retrieve. '
        required: false
        allowEmptyValue: true
        style: form
        explode: true
        schema:
          type: array
          items:
            type: string
      responses:
        '200':
          description: Returns the list of requested Plans
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PaginatedPlanResponseData'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
    post:
      tags:
      - Plan
      summary: Create Plan
      description: Create a new Plan.
      operationId: PostPlan
      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
      requestBody:
        description: ''
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PlanRequest'
        required: true
      responses:
        '200':
          description: Returns the created Plan
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PlanResponse'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
  /organizations/{orgId}/plans/{id}:
    get:
      tags:
      - Plan
      summary: Retrieve Plan
      description: Retrieve the Plan with the given UUID.
      operationId: GetPlan
      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
      - name: id
        in: path
        description: The UUID of the Plan to retrieve.
        required: true
        style: simple
        explode: false
        schema:
          type: string
      responses:
        '200':
          description: Returns the Plan
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PlanResponse'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
    put:
      tags:
      - Plan
      summary: Update Plan
      description: 'Update the Plan with the given UUID.


        **Note:** If you have created Custom Fields for a Plan, when you use this endpoint to update the Plan use the `customFields` parameter to preserve those Custom Fields. If you omit them from the update request, they will be lost.'
      operationId: PutPlan
      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
      - name: id
        in: path
        description: The UUID of the Plan to update.
        required: true
        style: simple
        explode: false
        schema:
          type: string
      requestBody:
        description: ''
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PlanRequest'
        required: true
      responses:
        '200':
          description: Returns the updated Plan
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PlanResponse'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
    delete:
      tags:
      - Plan
      summary: Delete Plan
      description: Delete the Plan with the given UUID.
      operationId: DeletePlan
      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
      - name: id
        in: path
        description: The UUID of the Plan to delete.
        required: true
        style: simple
        explode: false
        schema:
          type: string
      responses:
        '200':
          description: Returns the deleted Plan
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PlanResponse'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
components:
  schemas:
    PlanRequest:
      type: object
      description: ''
      allOf:
      - $ref: '#/components/schemas/AbstractRequestWithCustomFields'
      - $ref: '#/components/schemas/AbstractRequest'
      - required:
        - code
        - name
        - planTemplateId
        type: object
        properties:
          planTemplateId:
            maxLength: 36
            minLength: 36
            type: string
            description: 'UUID of the PlanTemplate the Plan belongs to. '
          name:
            maxLength: 200
            minLength: 1
            type: string
            description: Descriptive name for the Plan.
          code:
            maxLength: 80
            minLength: 1
            pattern: ^([^[\p{Cntrl}\s]])|([^[\p{Cntrl}\s]][[^[\p{Cntrl}\s]] ]*[^[\p{Cntrl}\s]])$
            type: string
            description: Unique short code reference for the Plan.
          standingCharge:
            minimum: 0
            type: number
            description: 'The standing charge applied to bills for end customers. This is prorated.


              *(Optional)*. Overrides PlanTemplate value.'
            format: double
          standingChargeDescription:
            maxLength: 200
            type: string
            description: Standing charge description *(displayed on the bill line item)*.
          ordinal:
            minimum: 0
            type: integer
            description: 'Assigns a rank or position to the Plan in your order of pricing plans - lower numbers represent more basic pricing plans; higher numbers represent more premium pricing plans.


              *(Optional)*. Overrides PlanTemplate value.


              **NOTE: DEPRECATED** - do not use.'
            format: int64
          bespoke:
            type: boolean
            description: 'TRUE/FALSE flag indicating whether the plan is a custom/bespoke Plan for a particular Account:

              * When creating a Plan, use the `accountId` request parameter to specify the Account for which the Plan will be custom/bespoke.

              * A custom/bespoke Plan can only be attached to the specified Account.'
          minimumSpend:
            minimum: 0
            type: number
            description: 'The product minimum spend amount per billing cycle for end customer Accounts on a priced Plan.


              *(Optional)*. Overrides PlanTemplate value.'
            format: double
          minimumSpendDescription:
            maxLength: 200
            type: string
            description: Minimum spend description *(displayed on the bill line item)*.
          standingChargeBillInAdvance:
            type: boolean
            description: 'When **TRUE**, standing charge is billed at the start of each billing period.


              When **FALSE**, standing charge is billed at the end of each billing period.


              *(Optional)*. Overrides the setting at PlanTemplate level for standing charge billing in arrears/in advance.'
          minimumSpendBillInAdvance:
            type: boolean
            description: 'When **TRUE**, minimum spend is billed at the start of each billing period.


              When **FALSE**, minimum spend is billed at the end of each billing period.


              *(Optional)*. Overrides the setting at PlanTemplate level for minimum spend billing in arrears/in advance.'
          minimumSpendAccountingProductId:
            maxLength: 36
            minLength: 36
            type: string
            description: Optional Product ID this Plan's minimum spend should be attributed to for accounting purposes.
          standingChargeAccountingProductId:
            maxLength: 36
            minLength: 36
            type: string
            description: Optional Product ID this Plan's standing charge should be attributed to for accounting purposes.
          accountId:
            maxLength: 36
            minLength: 36
            type: string
            description: '*(Optional)*. Used to specify an Account for which the Plan will be a custom/bespoke Plan:

              * Use when first creating a Plan.

              * A custom/bespoke Plan can only be attached to the specified Account.

              * Once created, a custom/bespoke Plan cannot be updated to be made a custom/bespoke Plan for a different Account.'
    PlanResponse:
      type: object
      description: ''
      allOf:
      - $ref: '#/components/schemas/AbstractResponseWithCustomFields'
      - $ref: '#/components/schemas/AbstractResponse'
      - type: object
        properties:
          planTemplateId:
            type: string
            description: 'UUID of the PlanTemplate the Plan belongs to. '
          productId:
            type: string
            description: 'UUID of the Product the Plan belongs to. '
          name:
            type: string
            description: Descriptive name for the Plan.
          code:
            type: string
            description: Unique short code reference for the Plan.
          standingCharge:
            type: number
            description: 'The standing charge applied to bills for end customers. This is prorated.


              *(Optional)*. Overrides PlanTemplate value.'
            format: double
          standingChargeDescription:
            type: string
            description: Standing charge description *(displayed on the bill line item)*.
          ordinal:
            type: integer
            description: 'Assigns a rank or position to the Plan in your order of pricing plans - lower numbers represent more basic pricing plans; higher numbers represent more premium pricing plans.


              *(Optional)*. Overrides PlanTemplate value.


              **NOTE:** **DEPRECATED** - no longer used.'
            format: int64
          bespoke:
            type: boolean
            description: TRUE/FALSE flag indicating whether the Plan is custom/bespoke for a particular Account.
          minimumSpend:
            type: number
            description: 'The product minimum spend amount per billing cycle for end customer Accounts on a priced Plan.


              *(Optional)*. Overrides PlanTemplate value.'
            format: double
          minimumSpendDescription:
            type: string
            description: Minimum spend description *(displayed on the bill line item)*.
          standingChargeBillInAdvance:
            type: boolean
            description: 'When **TRUE**, standing charge is billed at the start of each billing period.


              When **FALSE**, standing charge is billed at the end of each billing period.


              *(Optional)*. Overrides the setting at PlanTemplate level for standing charge billing in arrears/in advance.'
          minimumSpendBillInAdvance:
            type: boolean
            description: 'When **TRUE**, minimum spend is billed at the start of each billing period.


              When **FALSE**, minimum spend is billed at the end of each billing period.


              *(Optional)*. Overrides the setting at PlanTemplate level for minimum spend billing in arrears/in advance.'
          minimumSpendAccountingProductId:
            type: string
            description: Optional Product ID this Plan's minimum spend should be attributed to for accounting purposes.
          standingChargeAccountingProductId:
            type: string
            description: Optional Product ID this Plan's standing charge should be attributed to for accounting purposes.
          accountId:
            type: string
            description: '*(Optional)*. The Account ID for which this Plan was created as custom/bespoke. A custom/bespoke Plan can only be attached to the specified Account.'
          dtCreated:
            type: string
            description: The DateTime *(in ISO-8601 format)* when the Plan was created.
            format: date-time
          dtLastModified:
            type: string
            description: The DateTime *(in ISO-8601 format)* when the Plan was last modified.
            format: date-time
          createdBy:
            type: string
            description: The id of the user who created this plan.
          lastModifiedBy:
            type: string
            description: The id of the user who last modified this Plan.
    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: ''
    AbstractResponseWithCustomFields:
      type: object
      description: ''
      allOf:
      - $ref: '#/components/schemas/AbstractResponse'
      - type: object
        properties:
          customFields:
            type: object
            additionalProperties: true
            description: 'User defined fields enabling you to attach custom data. The value for a custom field can be either a string or a number.


              If `customFields` can also be defined for this entity at the Organizational level,`customField` values defined at individual level override values of `customFields` with the same name defined at Organization level.


              See [Working with Custom Fields](https://www.m3ter.com/docs/guides/creating-and-managing-products/working-with-custom-fields) in the m3ter documentation for more information.'
    PaginatedPlanResponseData:
      type: object
      properties:
        data:
          type: array
          description: ''
          items:
            $ref: '#/components/schemas/PlanResponse'
        nextToken:
          type: string
          description: ''
      description: ''
    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: ''
    AbstractRequestWithCustomFields:
      type: object
      description: ''
      allOf:
      - $ref: '#/components/schemas/AbstractRequest'
      - type: object
        properties:
          customFields:
            type: object
            description: 'User defined fields enabling you to attach custom data. The value for a custom field can be either a string or a number.


              If `customFields` can also be defined for this entity at the Organizational level, `customField` values defined at individual level override values of `customFields` with the same name defined at Organization level.


              See [Working with Custom Fields](https://www.m3ter.com/docs/guides/creating-and-managing-products/working-with-custom-fields) in the m3ter documentation for more information.'
            allOf:
            - type: object
              additionalProperties: true
            - maxItems: 100
              type: object
  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
        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
x-provenance:
  method: harvested
  publisher: M3ter
  source: https://docs.m3ter.com/openapi.json
  note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
    stamped by stamp-openapi-provenance.py (roadmap#793)