Method Financial

MethodFi Accounts API

Financial accounts (ACH, liability, clearing, debit card)

GitHub OpenAPI

Operations 8

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /accounts List accounts · List all accounts #
Ask an LLM
“Can I list only the accounts that belong to one holder?”
“Which accounts are still waiting on consent?”
Tell an agent
List accounts for holder {holder}.
Show {status} accounts of type {type}.
POST /accounts Create an account for an entity · Create an account #
Ask an LLM
“How do I add a bank, liability, clearing or debit card account to an entity?”
“Does a new account need exactly one of ach, liability, clearing or debit_card?”
Tell an agent
Create an account under API version {version}.
Add a new ACH account for an entity using idempotency key {key}.
GET /accounts/{accountId} Get an account with expanded details · Retrieve an account #
Ask an LLM
“Can I fetch an account and expand related objects in the same call?”
“What does the versioned account lookup return for one account ID?”
Tell an agent
Get account {account} with {expand} expanded.
Retrieve account {account} using API version {version}.
PUT /accounts/{accountId} Update an account's metadata or number · Update an account #
Ask an LLM
“How do I change the metadata stored on an account?”
“Can I correct a liability account number after it's created?”
Tell an agent
Set metadata {metadata} on account {account}.
Update the liability details of account {account} to {liability}.
GET /accounts/{acc_id} Get an account (legacy unversioned path) · Retrieve an account #
Ask an LLM
“Is there an older account lookup that takes acc_id without a version header?”
“Can I still read an account through the legacy acc_id endpoint?”
Tell an agent
Look up account {acc_id} on the legacy unversioned endpoint.
Fetch account {acc_id} without sending a Method-Version header.
GET /accounts/{acc_id}/balances Get an account's real-time balance · Retrieve the latest balance #
Ask an LLM
“How do I read the live balance straight from the account's institution?”
“Can I get the latest real-time balance for one account?”
Tell an agent
Get the latest real-time balance for account {acc_id}.
Read the current balance of account {acc_id} from its institution.
GET /accounts/{acc_id}/payoff Get the payoff for an account · Retrieve a payoff #
Ask an LLM
“What is the current payoff on this loan account?”
“Can I read a single payoff for an account by its acc_id?”
Tell an agent
Get the payoff for account {acc_id}.
Show what it would take to pay off account {acc_id}.
POST /accounts/{acc_id}/verification_sessions Verify an account via deposits or aggregator · Create an account verification session #
Ask an LLM
“Can I verify an account through micro-deposits or an instant network check?”
“Which aggregators can be used to verify an account?”
Tell an agent
Start verifying account {acc_id} with micro-deposits.
Begin an aggregator-based verification for account {acc_id}.

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/openapi/methodfi-accounts-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/json-schema/methodfi-account-update-request-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/json-schema/methodfi-account-create-request-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/json-schema/methodfi-account-response-2-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/json-schema/methodfi-balance-response-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/json-schema/methodfi-account-list-response-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/json-schema/methodfi-account-response-schema.json

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OpenAPI Specification

methodfi-accounts-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Methodfi Accounts API
  version: '1.0'
  description: 'Operations tagged Accounts across 2 of this provider''s published API definitions: methodfi-openapi-original.yml, methodfi-openapi.yml. Each path carries the servers of the definition it was published in.'
servers:
- url: https://production.methodfi.com
  description: Production
- url: https://sandbox.methodfi.com
  description: Sandbox
- url: https://dev.methodfi.com
  description: Development
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/openapi/methodfi-accounts-api-openapi.yml