Method Financial

MethodFi Entities API

Individuals, corporations, and receive-only entities

GitHub OpenAPI

Operations 9

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 /entities List entities · List all entities #
Ask an LLM
“Can I search my entities by name?”
“How do I list only entities with a given status or type?”
Tell an agent
List entities named {name}.
Show {status} entities of type {type}.
POST /entities Create an entity · Create an entity #
Ask an LLM
“How do I create a new individual or corporation in Method?”
“What's the first step to onboard a person before connecting their accounts?”
Tell an agent
Create a new entity under API version {version}.
Create an entity with idempotency key {key}.
GET /entities/{entityId} Get an entity with expanded details · Retrieve an entity #
Ask an LLM
“Can I fetch an entity and expand its related objects at the same time?”
“Which versioned call returns one entity by entityId?”
Tell an agent
Get entity {entity} with {expand} expanded.
Retrieve entity {entity} on API version {version}.
PUT /entities/{entityId} Update an entity (versioned) · Update an entity #
Ask an LLM
“How do I change an entity's address on the current API version?”
“Can I add individual or corporation details to an existing entity?”
Tell an agent
Update the address of entity {entity} to {address} on the versioned endpoint.
Add individual details {individual} to entity {entity}.
GET /entities/{ent_id} Get an entity (legacy unversioned path) · Retrieve an entity #
Ask an LLM
“Is there an older entity lookup that takes ent_id without a version header?”
“Can I still read an entity via the legacy ent_id endpoint?”
Tell an agent
Look up entity {ent_id} on the legacy unversioned endpoint.
Fetch entity {ent_id} without a Method-Version header.
PUT /entities/{ent_id} Update an entity (legacy, type required) · Update an entity #
Ask an LLM
“Does the legacy entity update require me to send the entity type?”
“Can I update an entity's metadata through the older ent_id path?”
Tell an agent
Update legacy entity {ent_id} of type {type} with metadata {metadata}.
On the unversioned path, change the address of entity {ent_id} of type {type} to {address}.
GET /entities/{ent_id}/credit_scores Get an entity's credit scores (legacy) · Retrieve credit scores #
Ask an LLM
“Can I read a person's credit scores from the legacy ent_id endpoint?”
“Where do I get the credit scores already pulled for an entity on the old path?”
Tell an agent
Get the credit scores for entity {ent_id} from the legacy endpoint.
Show credit scores on file for entity {ent_id}.
POST /entities/{ent_id}/verification_sessions Start an SMS, KBA, SNA or BYO verification · Create a verification session #
Ask an LLM
“How do I start an SMS or KBA identity verification for an entity?”
“Which verification methods can a new entity session use on the legacy path?”
Tell an agent
Start a {type} verification for entity {ent_id} using method {method}.
Send an SMS verification to entity {ent_id} with settings {sms}.
GET /entities/{ent_id}/verification_sessions List an entity's verification sessions (legacy) · List verification sessions #
Ask an LLM
“Can I list identity verification sessions for an entity on the older ent_id path?”
“Which phone or KBA verifications has this entity gone through?”
Tell an agent
List verification sessions for entity {ent_id}.
Show past identity verification attempts for entity {ent_id} on the legacy path.

Specifications

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

Schemas & Data

📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/json-schema/methodfi-entity-response-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/json-schema/methodfi-entity-response-2-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/json-schema/methodfi-create-entity-request-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/json-schema/methodfi-entity-create-request-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/json-schema/methodfi-update-entity-request-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/json-schema/methodfi-entity-verification-session-request-schema.json

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OpenAPI Specification

methodfi-entities-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Methodfi Entities API
  version: '1.0'
  description: 'Operations tagged Entities 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-entities-api-openapi.yml