M3ter TransactionType API

Endpoints for TransactionType operations such as creation, update, list, retrieve, and delete. You can create TransactionTypes for your Organization, which can then be used when creating and updating Balances. Example TransactionTypes: "Balance Amount" or "Add Funds". For details on creating a Transaction amount for a Balance using a TransactionType you've created for your Organization, see the [Create Balance Transaction](https://www.m3ter.com/docs/api#tag/Balances/operation/PostBalanceTransaction) call in the [Balances](https://www.m3ter.com/docs/api#tag/Balances) section of this API Reference.

OpenAPI Specification

m3ter-transactiontype-api-openapi.yml Raw ↑
openapi: 3.0.1
info:
  title: m3ter Account TransactionType 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: TransactionType
  description: "Endpoints for TransactionType operations such as creation, update, list, retrieve, and delete. \n\nYou can create TransactionTypes for your Organization, which can then be used when creating and updating Balances. Example TransactionTypes: \"Balance Amount\" or \"Add Funds\".\n\nFor details on creating a Transaction amount for a Balance using a TransactionType you've created for your Organization, see the [Create Balance Transaction](https://www.m3ter.com/docs/api#tag/Balances/operation/PostBalanceTransaction) call in the [Balances](https://www.m3ter.com/docs/api#tag/Balances) section of this API Reference."
paths:
  /organizations/{orgId}/picklists/transactiontypes/{id}:
    get:
      tags:
      - TransactionType
      summary: Retrieve TransactionType
      description: 'Retrieves the TransactionType with the given UUID from the specified Organization.


        '
      operationId: GetTransactionType
      parameters:
      - name: orgId
        in: path
        description: The unique identifier (UUID) of your Organization. The Organization represents your company as a direct customer of our 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 unique identifier (UUID) of the TransactionType to retrieve.
        required: true
        style: simple
        explode: false
        schema:
          type: string
      responses:
        '200':
          description: Returns the specified TransactionType
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TransactionTypeResponse'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
    put:
      tags:
      - TransactionType
      summary: Update TransactionType
      description: 'Updates the TransactionType with the specified UUID for the specified Organization. Update details for the TransactionType should be included in the request body. '
      operationId: UpdateTransactionType
      parameters:
      - name: orgId
        in: path
        description: The unique identifier (UUID) of your Organization. The Organization represents your company as a direct customer of our 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 unique identifer (UUID) of the TransactionType to update.
        required: true
        style: simple
        explode: false
        schema:
          type: string
      requestBody:
        description: ''
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/TransactionTypeRequest'
        required: true
      responses:
        '200':
          description: Returns the updated TransactionType
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TransactionTypeResponse'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
    delete:
      tags:
      - TransactionType
      summary: Delete TransactionType
      description: Deletes the TransactionType with the given UUID from the specified Organization.
      operationId: DeleteTransactionType
      parameters:
      - name: orgId
        in: path
        description: The unique identifier (UUID) of your Organization. The Organization represents your company as a direct customer of our 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 unique identifier (UUID) of the TransactionType to delete.
        required: true
        style: simple
        explode: false
        schema:
          type: string
      responses:
        '200':
          description: Returns the deleted TransactionType
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TransactionTypeResponse'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
  /organizations/{orgId}/picklists/transactiontypes:
    get:
      tags:
      - TransactionType
      summary: List TransactionTypes
      description: 'Retrieves a list of TransactionType entities for the specified Organization. The list can be paginated for easier management, and supports filtering by various parameters. '
      operationId: ListTransactionTypes
      parameters:
      - name: orgId
        in: path
        description: The unique identifier (UUID) of your Organization. The Organization represents your company as a direct customer of our 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: Specifies the maximum number of TransactionTypes 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: The `nextToken` for multi-page retrievals. It is used to fetch the next page of TransactionTypes in a paginated list.
        required: false
        allowEmptyValue: true
        style: form
        explode: true
        schema:
          type: string
      - name: ids
        in: query
        description: A list of TransactionType unique identifiers (UUIDs) to retrieve.
        required: false
        allowEmptyValue: true
        style: form
        explode: true
        schema:
          type: array
          items:
            type: string
      - name: codes
        in: query
        description: A list of TransactionType short codes to retrieve.
        required: false
        allowEmptyValue: true
        style: form
        explode: true
        schema:
          type: array
          items:
            type: string
      - name: archived
        in: query
        description: "Filter with this Boolean flag whether to include TransactionTypes that are archived. \n\n* TRUE - include archived TransactionTypes in the list.\n* FALSE - exclude archived TransactionTypes. "
        required: false
        allowEmptyValue: true
        style: form
        explode: true
        schema:
          type: boolean
      responses:
        '200':
          description: Returns a list of TransactionTypes
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PaginatedTransactionTypeResponseData'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
    post:
      tags:
      - TransactionType
      summary: Create TransactionType
      description: Create a new TransactionType for the specified Organization. Details of the new TransactionType should be included in the request body.
      operationId: CreateTransactionType
      parameters:
      - name: orgId
        in: path
        description: The unique identifier (UUID) of your Organization. The Organization represents your company as a direct customer of our 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/TransactionTypeRequest'
        required: true
      responses:
        '200':
          description: Return the created TransactionType
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TransactionTypeResponse'
        4XX:
          $ref: '#/components/responses/Error'
        5XX:
          $ref: '#/components/responses/Error'
components:
  schemas:
    TransactionTypeResponse:
      type: object
      description: ''
      allOf:
      - $ref: '#/components/schemas/AbstractPickListResponse'
      - $ref: '#/components/schemas/AbstractResponse'
      - properties:
          dtCreated:
            type: string
            description: The date and time *(in ISO-8601 format)* when the TransactionType was created.
            format: date-time
            x-stainless-skip:
            - terraform
          dtLastModified:
            type: string
            description: The date and time *(in ISO-8601 format)* when the TransactionType was last modified.
            format: date-time
            x-stainless-skip:
            - terraform
          createdBy:
            type: string
            description: The unique identifier (UUID) of the user who created this TransactionType.
            x-stainless-skip:
            - terraform
          lastModifiedBy:
            type: string
            description: The unique identifier (UUID) of the user who last modified this TransactionType.
            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: ''
    PaginatedTransactionTypeResponseData:
      type: object
      properties:
        data:
          type: array
          description: ''
          items:
            $ref: '#/components/schemas/TransactionTypeResponse'
        nextToken:
          type: string
          description: ''
      description: ''
    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: ''
    TransactionTypeRequest:
      type: object
      allOf:
      - $ref: '#/components/schemas/AbstractPickListRequest'
      - $ref: '#/components/schemas/AbstractRequest'
    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