Method Financial

MethodFi Entity Connects API

Account connection sessions for entities

GitHub OpenAPI

Operations 5

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/{entityId}/connect List connect sessions for an entity · List all entity connect sessions #
Ask an LLM
“Which connect sessions have been run for this entity?”
“Can I list an entity's connect sessions created within a date range?”
Tell an agent
List connect sessions for entity {entity}.
Show connect sessions for entity {entity} from {from_date} to {to_date}.
POST /entities/{entityId}/connect Discover an entity's liability accounts · Create an entity connect session #
Ask an LLM
“How do I find all of a person's liability accounts automatically?”
“Can I enable products and subscriptions on the accounts a connect finds?”
Tell an agent
Run a connect session for entity {entity}.
Connect entity {entity} and enable products {products} on found accounts.
GET /entities/{entityId}/connect/{cxnId} Get one entity connect session · Retrieve an entity connect session #
Ask an LLM
“What did a particular connect session find for an entity?”
“Can I fetch one connect session and expand its accounts?”
Tell an agent
Get connect session {connect} for entity {entity}.
Show connect session {connect} on entity {entity} with {expand} expanded.
POST /entities/{entityId}/manual_connect Connect an entity using supplied tradelines · Create an entity manual connect session #
Ask an LLM
“Can I connect an entity using tradelines I already have from a bureau?”
“How do I create a manual connect session instead of an automatic one?”
Tell an agent
Manually connect entity {entity} with tradelines {tradelines} from bureau {bureau}.
Create a manual connect for entity {entity} using {bureau} tradelines {tradelines}.
GET /entities/{entityId}/manual_connect/{mcxnId} Get one manual connect session · Retrieve an entity manual connect session #
Ask an LLM
“What happened with a manual connect session I submitted?”
“Can I look up a manual connect session by its ID?”
Tell an agent
Get manual connect session {manual_connect} for entity {entity}.
Check the status of manual connect {manual_connect} on entity {entity}.

Specifications

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

Schemas & Data

📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/json-schema/methodfi-entity-connect-list-response-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/methodfi/refs/heads/main/json-schema/methodfi-entity-connect-response-schema.json

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OpenAPI Specification

methodfi-entity-connects-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Method Entity Connects API
  version: '2025-12-01'
  license:
    name: Proprietary
    url: https://methodfi.com
  description: 'The Method API enables you to retrieve financial data, create payments, and manage

    entities and accounts programmatically.'
  contact:
    name: Method Financial
    url: https://methodfi.com
    email: team@methodfi.com
servers:
- url: https://production.methodfi.com
  description: Production
- url: https://sandbox.methodfi.com
  description: Sandbox
- url: https://dev.methodfi.com
  description: Development
security:
- SecretKey: []
tags:


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