OpenAPI Specification
openapi: 3.1.0
info:
title: Method Account Attributes Managed Accounts 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: Managed Accounts
description: Method-managed accounts
paths:
/managed_accounts:
get:
operationId: listManagedAccounts
summary: List all managed accounts
description: Returns all managed accounts for the team.
tags:
- Managed Accounts
security:
- SecretKey: []
parameters:
- $ref: '#/components/parameters/method_version'
responses:
'200':
description: A list of managed accounts.
content:
application/json:
schema:
$ref: '#/components/schemas/ManagedAccountListResponse'
'400':
$ref: '#/components/responses/BadRequest'
'401':
$ref: '#/components/responses/Unauthorized'
'429':
$ref: '#/components/responses/RateLimited'
'500':
$ref: '#/components/responses/InternalError'
/managed_accounts/{macc_id}:
get:
operationId: retrieveManagedAccount
summary: Retrieve a managed account
description: Returns a single managed account by its identifier.
tags:
- Managed Accounts
security:
- SecretKey: []
parameters:
- $ref: '#/components/parameters/method_version'
- name: macc_id
in: path
required: true
description: Unique identifier for the managed account.
schema:
type: string
pattern: ^macc_\w+$
responses:
'200':
description: The requested managed account.
content:
application/json:
schema:
$ref: '#/components/schemas/ManagedAccountResponse'
'400':
$ref: '#/components/responses/BadRequest'
'401':
$ref: '#/components/responses/Unauthorized'
'404':
$ref: '#/components/responses/NotFound'
'429':
$ref: '#/components/responses/RateLimited'
'500':
$ref: '#/components/responses/InternalError'
/managed_accounts/{macc_id}/transactions:
get:
operationId: listManagedAccountTransactions
summary: List managed account transactions
description: Returns a paginated list of transactions for a specific managed account.
tags:
- Managed Accounts
security:
- SecretKey: []
parameters:
- $ref: '#/components/parameters/method_version'
- name: macc_id
in: path
required: true
description: Unique identifier for the managed account.
schema:
type: string
pattern: ^macc_\w+$
- name: page_limit
in: query
required: false
description: Number of items per page.
schema:
type: integer
minimum: 1
maximum: 100
default: 100
- $ref: '#/components/parameters/PageCursorParam'
- $ref: '#/components/parameters/FromDateParam'
- $ref: '#/components/parameters/ToDateParam'
responses:
'200':
description: A paginated list of transactions for the managed account.
headers:
Pagination-Page-Limit:
$ref: '#/components/headers/Pagination-Page-Limit'
Pagination-Page-Cursor-Next:
$ref: '#/components/headers/Pagination-Page-Cursor-Next'
content:
application/json:
schema:
$ref: '#/components/schemas/ManagedAccountTransactionListResponse'
'400':
$ref: '#/components/responses/BadRequest'
'401':
$ref: '#/components/responses/Unauthorized'
'404':
$ref: '#/components/responses/NotFound'
'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.
ManagedAccountResponse:
allOf:
- $ref: '#/components/schemas/SuccessEnvelope'
- type: object
properties:
data:
$ref: '#/components/schemas/ManagedAccount'
ManagedAccountTransactionListResponse:
allOf:
- $ref: '#/components/schemas/ListEnvelope'
- type: object
properties:
data:
type: array
items:
$ref: '#/components/schemas/ManagedAccountTransaction'
ManagedAccountTransaction:
type: object
description: A transaction on a managed account.
required:
- id
- description
- date
- amount
properties:
id:
type: string
description: Unique identifier for the transaction.
pattern: ^macc_txn_\w+$
example: macc_txn_aTJMbnCjw34yQ
description:
type: string
description: Human-readable description of the transaction.
date:
type: string
format: date
description: Date the transaction occurred (YYYY-MM-DD).
amount:
type: number
description: Transaction amount in cents. Positive for inbound/credit transactions, negative for outbound/debit transactions.
ManagedAccountListResponse:
allOf:
- $ref: '#/components/schemas/ListEnvelope'
- type: object
properties:
data:
type: array
items:
$ref: '#/components/schemas/ManagedAccount'
ManagedAccount:
type: object
description: A Managed Account is a Method-managed financial account used for fund operations.
required:
- id
- routing
- number
- current_balance
- available_balance
properties:
id:
type: string
description: Unique identifier for the managed account.
pattern: ^macc_\w+$
example: macc_3mDnkR8Ft6Bx7
routing:
type: string
description: Bank routing number for the managed account.
number:
type: string
description: Bank account number for the managed account.
current_balance:
type: number
description: Current balance of the managed account in cents.
available_balance:
type: number
description: Available balance of the managed account in cents.
ErrorEnvelope:
type: object
required:
- success
- data
- message
properties:
success:
type: boolean
description: Always `false` for error responses.
data:
type: object
required:
- error
properties:
error:
$ref: '#/components/schemas/ErrorObject'
message:
type: string
ListEnvelope:
type: object
description: Standard envelope for successful responses that return a list payload.
required:
- success
- data
- message
properties:
success:
type: boolean
description: Always `true` for successful responses.
data:
description: Operation-specific list payload.
message:
type:
- string
- 'null'
example:
success: true
data: []
message: null
SuccessEnvelope:
type: object
description: Standard envelope for successful responses that return a single payload.
required:
- success
- data
- message
properties:
success:
type: boolean
description: Always `true` for successful responses.
data:
description: Operation-specific response payload.
message:
type:
- string
- 'null'
example:
success: true
data: {}
message: null
responses:
RateLimited:
description: Too many requests - rate limit exceeded.
headers:
Retry-After:
description: Number of seconds to wait before retrying.
schema:
type: integer
content:
application/json:
schema:
$ref: '#/components/schemas/ErrorEnvelope'
NotFound:
description: Not found - the requested resource does not exist.
content:
application/json:
schema:
$ref: '#/components/schemas/ErrorEnvelope'
Unauthorized:
description: Unauthorized - missing or invalid authentication token.
content:
application/json:
schema:
$ref: '#/components/schemas/ErrorEnvelope'
BadRequest:
description: Bad request - invalid parameters or request body.
content:
application/json:
schema:
$ref: '#/components/schemas/ErrorEnvelope'
InternalError:
description: Internal server error.
content:
application/json:
schema:
$ref: '#/components/schemas/ErrorEnvelope'
parameters:
FromDateParam:
name: from_date
in: query
required: false
description: Filter results from this date (inclusive, YYYY-MM-DD format).
schema:
type: string
format: date
PageCursorParam:
name: page_cursor
in: query
required: false
description: Cursor for cursor-based pagination. Use the value from `Pagination-Page-Cursor-Next` or `Pagination-Page-Cursor-Prev` response headers.
schema:
type: string
ToDateParam:
name: to_date
in: query
required: false
description: Filter results to this date (inclusive, YYYY-MM-DD format).
schema:
type: string
format: date
method_version:
name: Method-Version
in: header
required: true
description: 'API version to use for this request. This spec targets `2025-12-01`.
The SDK sets this header automatically.
'
schema:
type: string
enum:
- '2025-12-01'
default: '2025-12-01'
headers:
Pagination-Page-Cursor-Next:
description: Cursor for the next page, if available.
schema:
type:
- string
- 'null'
Pagination-Page-Limit:
description: Number of items per page.
schema:
type: integer
securitySchemes:
OpalToken:
type: http
scheme: bearer
description: 'Opal token authentication for Opal session endpoints. Use an Opal token (`otkn_...`)
as the Bearer token. Created via POST /opal/token using a secret key.
'
SecretKey:
type: http
scheme: bearer
description: 'Secret key authentication. Use your team''s secret key (`sk_...`) as the Bearer token.
All authenticated API endpoints require this scheme unless otherwise noted.
'