MethodFi Entity Consent API

Consent management for entities

OpenAPI Specification

methodfi-entity-consent-api-openapi.yml Raw ↑
openapi: 3.1.0
info:
  title: Method Account Attributes Entity Consent 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\nentities and accounts programmatically. This specification covers the public API\nsurface for version `2025-12-01`.\n\n## Authentication\n\nMost API requests require a Bearer token in the `Authorization` header.\nUse your secret key (`sk_...`) for server-side requests and public key (`pk_...`)\nfor client-side Element requests. Public Message-Level Encryption key discovery\nendpoints are documented separately and do not require authentication.\n\n## Versioning\n\nThe API version is selected via the `Method-Version` header. This spec targets\nversion `2025-12-01`. The SDK sets this header automatically.\n\n## Response Envelope\n\nMost JSON responses are wrapped in a standard envelope:\n\n```json\n{\n  \"success\": true,\n  \"data\": { ... },\n  \"message\": null\n}\n```\n\nThe `/.well-known/jwks.json` endpoint is an exception and returns a bare JWK set.\n\n## Pagination\n\nList endpoints return pagination metadata in response headers:\n`Pagination-Page`, `Pagination-Page-Count`, `Pagination-Page-Limit`,\n`Pagination-Total-Count`, `Pagination-Page-Cursor-Prev`, `Pagination-Page-Cursor-Next`.\n\n## Expandable Fields\n\nCertain resource fields can be expanded from IDs to full objects using the\n`expand` query parameter. Maximum nesting depth is 4 levels.\n"
  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:
- name: Entity Consent
  description: Consent management for entities
paths:
  /entities/{entityId}/consent:
    post:
      operationId: updateEntityConsent
      summary: Update entity consent
      description: Grants or withdraws consent for the specified entity.
      tags:
      - Entity Consent
      security:
      - SecretKey: []
      parameters:
      - $ref: '#/components/parameters/method_version'
      - $ref: '#/components/parameters/EntityIdParam'
      - $ref: '#/components/parameters/idempotency_key'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateEntityConsentRequest'
            example:
              type: withdraw
              reason: entity_withdrew_consent
      responses:
        '200':
          description: The updated entity.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EntityResponse'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '403':
          $ref: '#/components/responses/Forbidden'
        '404':
          $ref: '#/components/responses/NotFound'
        '422':
          $ref: '#/components/responses/UnprocessableEntity'
        '429':
          $ref: '#/components/responses/RateLimited'
        '500':
          $ref: '#/components/responses/InternalError'
components:
  schemas:
    ErrorObject:
      type: object
      required:
      - type
      - code
      - message
      properties:
        type:
          type: string
          description: Error type category.
          enum:
          - invalid_request
          - api_error
          - resource_error
        code:
          type: integer
          description: Numeric error code. Common codes include 400 (bad request), 401 (unauthorized), 403 (forbidden), 404 (not found), 422 (unprocessable entity), 429 (rate limited), and 500 (internal error).
        sub_type:
          type:
          - string
          - 'null'
          description: More specific error classification.
        message:
          type: string
          description: Human-readable error description.
    VerificationSessionResourceError:
      type:
      - object
      - 'null'
      description: Error details when an entity verification session fails.
      required:
      - type
      - code
      - sub_type
      - message
      properties:
        type:
          type: string
          description: The category of verification session error.
          enum:
          - VERIFICATION_SESSION_FAILED
        code:
          type: integer
          description: Numeric error code (19XXX range).
          enum:
          - 19001
          - 19002
          - 19003
          - 19004
        sub_type:
          type: string
          description: Specific verification session error classification.
          enum:
          - VERIFICATION_SESSION_EXPIRED
          - VERIFICATION_SESSION_INCORRECT_SMS_CODE
          - VERIFICATION_SESSION_FAILED_SNA
          - VERIFICATION_SESSION_FAILED_INVALID_ANSWER
        message:
          type: string
          description: Human-readable error description.
      example:
        type: VERIFICATION_SESSION_FAILED
        code: 19001
        sub_type: VERIFICATION_SESSION_EXPIRED
        message: The verification session has expired. Please re-initiate the verification process.
    EntityIndividual:
      type:
      - object
      - 'null'
      properties:
        first_name:
          type:
          - string
          - 'null'
          description: First name of the individual.
        last_name:
          type:
          - string
          - 'null'
          description: Last name of the individual.
        phone:
          type:
          - string
          - 'null'
          description: Phone number of the individual.
          pattern: ^\+\d{10,15}$
          example: '+15121231111'
        email:
          type:
          - string
          - 'null'
          description: Email address of the individual.
          format: email
        dob:
          type:
          - string
          - 'null'
          format: date
          description: Date of birth of the individual (YYYY-MM-DD).
        ssn:
          type:
          - string
          - 'null'
          description: Social security number (masked).
        ssn_4:
          type:
          - string
          - 'null'
          description: Last 4 digits of SSN (masked).
    EntityConnect:
      type: object
      required:
      - id
      - entity_id
      - status
      - accounts
      - requested_products
      - requested_subscriptions
      - created_at
      - updated_at
      properties:
        id:
          type: string
          description: Unique identifier for the connect session.
          example: cxn_iENwGBMDnr7sJ
        entity_id:
          type: string
          description: The ID of the entity this connect session belongs to.
          example: ent_au22b1fbFJbp8
        status:
          type: string
          description: Status of the connect session.
          enum:
          - completed
          - in_progress
          - pending
          - failed
        accounts:
          type: array
          items:
            title: EntityConnectExpandableAccount
            oneOf:
            - type: string
              pattern: ^acc_\w+$
            - $ref: '#/components/schemas/Account'
          description: Expandable. List of account IDs connected through this session.
        requested_products:
          type:
          - array
          - 'null'
          description: Products requested for this connect session.
          items:
            type: string
        requested_subscriptions:
          type:
          - array
          - 'null'
          description: Subscriptions requested for this connect session.
          items:
            type: string
        error:
          type:
          - object
          - 'null'
          description: Error details if the resource encountered an error.
          allOf:
          - $ref: '#/components/schemas/ConnectResourceError'
        created_at:
          type: string
          format: date-time
          description: Timestamp when the connect session was created.
        updated_at:
          type: string
          format: date-time
          description: Timestamp when the connect session was last updated.
    UpdateResourceError:
      type:
      - object
      - 'null'
      description: Error details when an account update fails.
      required:
      - type
      - code
      - sub_type
      - message
      properties:
        type:
          type: string
          description: The category of update error.
          enum:
          - UPDATE_FAILED
        code:
          type: integer
          description: Numeric error code (21XXX range).
          enum:
          - 21001
        sub_type:
          type: string
          description: Specific update error classification.
          enum:
          - UPDATE_TEMPORARILY_UNAVAILABLE
        message:
          type: string
          description: Human-readable error description.
      example:
        type: UPDATE_FAILED
        code: 21001
        sub_type: UPDATE_TEMPORARILY_UNAVAILABLE
        message: Update is temporarily unavailable for this account.
    EntityExpandableVehicle:
      title: EntityExpandableVehicle
      description: Expandable. The entity vehicle ID or expanded vehicle object.
      example: vhl_JMDEwMTY1Qw4c
      oneOf:
      - type: string
        pattern: ^vhl_\w+$
      - type: 'null'
      - $ref: '#/components/schemas/EntityVehicle'
    Address:
      type: object
      description: Postal mailing address.
      properties:
        line1:
          type:
          - string
          - 'null'
          description: Primary street address line.
          example: 123 Main St
        line2:
          type:
          - string
          - 'null'
          description: Secondary address line such as apartment or suite.
          example: Apt 4B
        city:
          type:
          - string
          - 'null'
          description: City or locality.
          example: Austin
        state:
          type:
          - string
          - 'null'
          description: Two-letter state or province code when available.
          example: TX
        zip:
          type:
          - string
          - 'null'
          description: Postal code.
          example: '78701'
      example:
        line1: 123 Main St
        line2: Apt 4B
        city: Austin
        state: TX
        zip: '78701'
    EntityIndividualResource:
      allOf:
      - $ref: '#/components/schemas/EntityBase'
      - type: object
        required:
        - products
        - restricted_products
        - subscriptions
        - available_subscriptions
        - restricted_subscriptions
        properties:
          type:
            type: string
            enum:
            - individual
          individual:
            $ref: '#/components/schemas/EntityIndividual'
          verification:
            $ref: '#/components/schemas/EntityVerification'
          connect:
            $ref: '#/components/schemas/EntityExpandableConnect'
          credit_score:
            $ref: '#/components/schemas/EntityExpandableCreditScore'
          attribute:
            $ref: '#/components/schemas/EntityExpandableAttribute'
          vehicle:
            $ref: '#/components/schemas/EntityExpandableVehicle'
          products:
            type: array
            items:
              type: string
            description: Products currently active for this entity.
          restricted_products:
            type: array
            items:
              type: string
            description: Products restricted for this entity.
          subscriptions:
            type: array
            items:
              type: string
            description: Active subscriptions for this entity.
          available_subscriptions:
            type: array
            items:
              type: string
            description: Subscriptions available for this entity.
          restricted_subscriptions:
            type: array
            items:
              type: string
            description: Subscriptions restricted for this entity.
    EntityVerificationSession:
      type: object
      required:
      - id
      - entity_id
      - status
      - type
      - method
      - created_at
      - updated_at
      properties:
        id:
          type: string
          description: Unique identifier for the verification session.
          example: evf_TRUJMEr8kn3Nh
        entity_id:
          type: string
          description: The ID of the entity this verification session belongs to.
          example: ent_au22b1fbFJbp8
        status:
          type: string
          description: Current status of the verification session.
          enum:
          - pending
          - in_progress
          - verified
          - failed
        type:
          type: string
          description: The type of verification being performed.
          enum:
          - identity
          - phone
        method:
          type:
          - string
          - 'null'
          description: The verification method used.
          enum:
          - sms
          - sna
          - byo_sms
          - byo_kyc
          - kba
          - element
          - opal
          - method_verified
          - null
        error:
          type:
          - object
          - 'null'
          description: Error details if the resource encountered an error.
          allOf:
          - $ref: '#/components/schemas/VerificationSessionResourceError'
        expired_at:
          type:
          - string
          - 'null'
          format: date-time
          description: Timestamp when the verification session expired.
        sms:
          type:
          - object
          - 'null'
          description: SMS verification details. Present when method is sms.
        sna:
          type:
          - object
          - 'null'
          description: SNA verification details. Present when method is sna.
        byo_sms:
          type:
          - object
          - 'null'
          description: BYO SMS verification details. Present when method is byo_sms.
        byo_kyc:
          type:
          - object
          - 'null'
          description: BYO KYC verification details. Present when method is byo_kyc.
        kba:
          type:
          - object
          - 'null'
          description: KBA verification details. Present when method is kba.
        element:
          type:
          - object
          - 'null'
          description: Element verification details. Present when method is element.
        opal:
          type:
          - object
          - 'null'
          description: Opal verification details. Present when method is opal.
        created_at:
          type: string
          format: date-time
          description: Timestamp when the verification session was created.
        updated_at:
          type: string
          format: date-time
          description: Timestamp when the verification session was last updated.
    AccountSensitive:
      type: object
      description: Sensitive data for an account.
      required:
      - id
      - account_id
      - status
      - type
      - fields
      - created_at
      - updated_at
      properties:
        id:
          type: string
          description: Unique identifier for the sensitive record.
          pattern: ^astv_\w+$
          example: astv_aTJMbnCjw34yQ
        account_id:
          type: string
          description: The account this sensitive data belongs to.
          pattern: ^acc_\w+$
        status:
          type: string
          description: Current status of the sensitive data request.
          enum:
          - completed
          - pending
          - failed
        type:
          type: string
          description: The type of sensitive data.
        fields:
          type: array
          description: List of sensitive data fields retrieved.
          items:
            type: object
            properties:
              name:
                type: string
                description: Name of the field.
              value:
                type: string
                description: Value of the field.
        error:
          $ref: '#/components/schemas/AccountSensitiveResourceError'
        created_at:
          type: string
          format: date-time
          description: Timestamp when the sensitive record was created.
        updated_at:
          type: string
          format: date-time
          description: Timestamp when the sensitive record was last updated.
    EntityVerification:
      type:
      - object
      - 'null'
      properties:
        identity:
          $ref: '#/components/schemas/EntityVerificationIdentity'
        phone:
          $ref: '#/components/schemas/EntityVerificationPhone'
    EntityCreditScore:
      type: object
      required:
      - id
      - entity_id
      - status
      - scores
      - created_at
      - updated_at
      properties:
        id:
          type: string
          description: Unique identifier for the credit score.
          example: crs_pn4ca33GRnrJm
        entity_id:
          type: string
          description: The ID of the entity this credit score belongs to.
          example: ent_au22b1fbFJbp8
        status:
          type: string
          description: Status of the credit score retrieval.
          enum:
          - completed
          - in_progress
          - pending
          - failed
        scores:
          type:
          - array
          - 'null'
          description: Array of credit score results.
          items:
            type: object
            required:
            - score
            - source
            - model
            - factors
            - created_at
            properties:
              score:
                type:
                - integer
                - 'null'
                description: The credit score value.
              source:
                type:
                - string
                - 'null'
                description: The source of the credit score.
              model:
                type:
                - string
                - 'null'
                description: The scoring model used.
              factors:
                type:
                - array
                - 'null'
                description: Factors affecting the credit score.
                items:
                  $ref: '#/components/schemas/EntityCreditScoreFactor'
              created_at:
                type: string
                format: date-time
                description: Timestamp when this score was generated.
        error:
          type:
          - object
          - 'null'
          description: Error details if the resource encountered an error.
          allOf:
          - $ref: '#/components/schemas/CreditScoreResourceError'
        created_at:
          type: string
          format: date-time
          description: Timestamp when the credit score was created.
        updated_at:
          type: string
          format: date-time
          description: Timestamp when the credit score was last updated.
    PayoffResourceError:
      type:
      - object
      - 'null'
      description: Error details when a payoff sync fails.
      required:
      - type
      - code
      - sub_type
      - message
      properties:
        type:
          type: string
          description: The category of payoff error.
          enum:
          - PAYOFF_FAILED
        code:
          type: integer
          description: Numeric error code (18XXX range).
          enum:
          - 18001
        sub_type:
          type: string
          description: Specific payoff error classification.
          enum:
          - PAYOFF_TEMPORARILY_UNAVAILABLE
        message:
          type: string
          description: Human-readable error description.
      example:
        type: PAYOFF_FAILED
        code: 18001
        sub_type: PAYOFF_TEMPORARILY_UNAVAILABLE
        message: Payoff is temporarily unavailable for this account.
    AccountExpandableBalance:
      title: AccountExpandableBalance
      description: 'The latest balance ID. This field is expandable. When expanded, returns the full AccountBalance object.

        '
      oneOf:
      - type: string
        pattern: ^bal_\w+$
      - type: 'null'
      - $ref: '#/components/schemas/AccountBalance'
    Entity:
      description: An Entity represents an individual or business profile within Method.
      oneOf:
      - $ref: '#/components/schemas/EntityIndividualResource'
      - $ref: '#/components/schemas/EntityCorporationResource'
      discriminator:
        propertyName: type
        mapping:
          individual: '#/components/schemas/EntityIndividualResource'
          corporation: '#/components/schemas/EntityCorporationResource'
          c_corporation: '#/components/schemas/EntityCorporationResource'
          s_corporation: '#/components/schemas/EntityCorporationResource'
          llc: '#/components/schemas/EntityCorporationResource'
          partnership: '#/components/schemas/EntityCorporationResource'
          sole_proprietorship: '#/components/schemas/EntityCorporationResource'
    EntityResourceError:
      type:
      - object
      - 'null'
      description: Error details when an entity is disabled or verification fails.
      required:
      - type
      - code
      - sub_type
      - message
      properties:
        type:
          type: string
          description: The category of entity error.
          enum:
          - ENTITY_DISABLED
          - ENTITY_VERIFICATION_FAILED
        code:
          type: integer
          description: Numeric error code (12XXX range).
          enum:
          - 12001
          - 12002
          - 12003
          - 12004
          - 12005
          - 12006
          - 12007
        sub_type:
          type: string
          description: Specific entity error classification.
          enum:
          - ENTITY_UNAUTHORIZED_PAYMENT
          - ENTITY_INVALID_DETAILS
          - ENTITY_SSN_MISMATCH
          - ENTITY_CONSENT_WITHDRAWN
          - ENTITY_PENDING_KYC_REVIEW
          - ENTITY_CANNOT_PERFORM_ACTION
        message:
          type: string
          description: Human-readable error description.
      example:
        type: ENTITY_DISABLED
        code: 12002
        sub_type: ENTITY_INVALID_DETAILS
        message: Entity was disabled due to invalid information.
    EntityAttribute:
      type: object
      required:
      - id
      - entity_id
      - status
      - attributes
      - created_at
      - updated_at
      properties:
        id:
          type: string
          description: Unique identifier for the entity attribute.
          example: attr_QwMjMDEwMTY1
        entity_id:
          type: string
          description: The ID of the entity this attribute belongs to.
          example: ent_au22b1fbFJbp8
        status:
          type: string
          description: Status of the attribute retrieval.
          enum:
          - completed
          - in_progress
          - pending
          - failed
        attributes:
          $ref: '#/components/schemas/EntityAttributeData'
        error:
          type:
          - object
          - 'null'
          description: Error details if the resource encountered an error.
          allOf:
          - $ref: '#/components/schemas/ResourceError'
        created_at:
          type: string
          format: date-time
          description: Timestamp when the attribute was created.
        updated_at:
          type: string
          format: date-time
          description: Timestamp when the attribute was last updated.
    EntityExpandableConnect:
      title: EntityExpandableConnect
      description: Expandable. The entity connect session ID or expanded connect object.
      example: cxn_iENwGBMDnr7sJ
      oneOf:
      - type: string
        pattern: ^cxn_\w+$
      - type: 'null'
      - $ref: '#/components/schemas/EntityConnect'
    EntityAttributeData:
      type:
      - object
      - 'null'
      description: Financial health and credit attribute data.
      properties:
        credit_health_credit_card_usage:
          type:
          - object
          - 'null'
          description: Credit card usage health indicator.
          properties:
            value:
              type:
              - number
              - 'null'
              description: The attribute value.
            rating:
              type: string
              description: Rating for this attribute.
            metadata:
              type:
              - object
              - 'null'
              description: Additional metadata.
        credit_health_derogatory_marks:
          type:
          - object
          - 'null'
          description: Derogatory marks health indicator.
          properties:
            value:
              type:
              - number
              - 'null'
              description: The attribute value.
            rating:
              type: string
              description: Rating for this attribute.
            metadata:
              type:
              - object
              - 'null'
              description: Additional metadata.
        credit_health_hard_inquiries:
          type:
          - object
          - 'null'
          description: Hard inquiries health indicator.
          properties:
            value:
              type:
              - number
              - 'null'
              description: The attribute value.
            rating:
              type: string
              description: Rating for this attribute.
            metadata:
              type:
              - object
              - 'null'
              description: Additional metadata.
        credit_health_soft_inquiries:
          type:
          - object
          - 'null'
          description: Soft inquiries health indicator.
          properties:
            value:
              type:
              - number
              - 'null'
              description: The attribute value.
            rating:
              type: string
              description: Rating for this attribute.
            metadata:
              type:
              - object
              - 'null'
              description: Additional metadata.
        credit_health_total_accounts:
          type:
          - object
          - 'null'
          description: Total accounts health indicator.
          properties:
            value:
              type:
              - number
              - 'null'
              description: The attribute value.
            rating:
              type: string
              description: Rating for this attribute.
            metadata:
              type:
              - object
              - 'null'
              description: Additional metadata.
        credit_health_open_accounts:
          type:
          - object
          - 'null'
          description: Open accounts health indicator.
          properties:
            value:
              type:
              - number
              - 'null'
              description: The attribute value.
            rating:
              type: string
              description: Rating for this attribute.
            metadata:
              type:
              - object
              - 'null'
              description: Additional metadata.
        credit_health_credit_age:
          type:
          - object
          - 'null'
          description: Credit age health indicator.
          properties:
            value:
              type:
              - number
              - 'null'
              description: The attribute value.
            rating:
              type: string
              description: Rating for this attribute.
            metadata:
              type:
              - object
              - 'null'
              description: Additional metadata.
        credit_health_payment_history:
          type:
          - object
          - 'null'
          description: Payment history health indicator.
          properties:
            value:
              type:
              - number
              - 'null'
              description: The attribute value.
            rating:
              type: string
              description: Rating for this attribute.
            metadata:
              type:
              - object
              - 'null'
              description: Additional metadata.
        credit_health_entity_delinquent:
          type:
          - object
          - 'null'
          description: Entity delinquency health indicator.
          properties:
            value:
              type:
              - number
              - 'null'
              description: The attribute value.
            rating:
              type: string
              description: Rating for this attribute.
            metadata:
              type:
              - object
              - 'null'
              description: Additional metadata.
    AccountVerificationSessionResourceError:
      type:
      - object
      - 'null'
      description: Error details when an account verification session fails.
      required:
      - type
      - code
      - sub_type
      - message
      properties:
        type:
          type: string
          description: The category of verification session error.
          enum:
          - ACCOUNT_VERIFICATION_SESSION_FAILED
        code:
          type: integer
          description: Numeric error code (16XXX range).
          enum:
          - 16001
          - 16002
          - 16003
          - 16004
        sub_type:
          type: string
          description: Specific verification session error classification.
          enum:
          - VERIFICATION_TYPE_NOT_SUPPORTED
          - INVALID_DETAILS
          - VERIFICATION_SESSION_ATTEMPT_LIMIT_REACHED
          - MICRO_DEPOSITS_FAILED
        message:
          type: string
          description: Human-readable error description.
      example:
        type: ACCOUNT_VERIFICATION_SESSION_FAILED
        code: 16001
        sub_type: VERIFICATION_TYPE_NOT_SUPPORTED
        message: The verification type provided is not supported for the merchant.
    EntityVerificationPhone:
      type: object
      properties:
        verified:
          type: boolean
          description: Whether the phone has been verified.
        latest_verification_session:
          title: EntityPhoneExpandableLatestVerificationSession
          description: ID of the latest phone verification session. Expandable via `phone_latest_verification_session`.
          oneOf:
          - type: string
            pattern: ^evf_\w+$
          - type: 'null'
          - $ref: '#/components/schemas/EntityVerificationSession'
        methods:
          type: array
          items:
            type: string
          description: Available phone verification methods.
    EntityResponse:
      allOf:
      - $ref: '#/components/schemas/SuccessEnvelope'
      - type: object
        properties:
          data:
            $ref: '#/components/schemas/Entity'
      example:
        success: true
        data:
          id: ent_au22b1fbFJbp8
          type: individual
          individual:
            first_name: Jane
            last_name: Doe
            phone: '+15125550123'
            email: jane@example.com
            dob: '1990-05-21'
          address:
            line1: 123 Main St
            line2: null
            city: Austin
            state: TX
            zip: '78701'
          verification:
            identity:
              verified: true
              matched: true
              latest_verification_session: evf_aBcDeFgHiJkLm
              methods: []
            phone:
              verified: true
              latest_verification_session: evf_nOpQrStUvWxYz
              methods: []
          connect: null
          credit_score: null
          attribute: null
          vehicle: null
          products:
          - connect
          - credit_score
          restricted_products:
          - attribute
          - identity
          - manual_connect
          - vehicle
          subscriptions: []
          available_subscriptions:
          - connect
          - credit_score
          restricted_subscriptions:
          - attribute
          status: active
          error: null
          metadata: null
          created_at: '2024-12-05T10:05:21.742Z'
          updated_at: '2024-12-05T10:11:17.823Z

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