Ntropy recurrence API
The recurrence API from Ntropy — 1 operation(s) for recurrence.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Reference Account Holder Recurrence API
version: 1.0.0
description: Ledger operations
servers:
- url: https://api.ntropy.com
description: Production server (uses live data).
tags:
- name: recurrence
paths:
/v3/account_holders/{id}/recurring_groups:
post:
operationId: get-account-holder-recurring-payments-v-3-account-holders-id-recurring-groups-post
summary: Find recurring groups in a transaction history
description: "Identifies and categorizes recurring patterns found in the transaction history of the account holder,\nsuch as periodic payments or subscriptions. These patterns are called recurrence groups. \n\nComplete guide: [Recurrence](../../../enrichment/recurrence)."
tags:
- recurrence
parameters:
- name: id
in: path
required: true
schema:
type: string
- name: X-Api-Key
in: header
required: true
schema:
type: string
responses:
'200':
description: Successful Response
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/RecurrenceGroup'
'404':
description: Account holder with the provided id not found.
content:
application/json:
schema:
description: Any type
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
components:
schemas:
RecurrencePeriodicity:
type: string
enum:
- daily
- weekly
- bi-weekly
- monthly
- bi-monthly
- quarterly
- semi-yearly
- yearly
- other
title: RecurrencePeriodicity
RecurrenceGroup:
type: object
properties:
id:
type: string
description: A unique UUID identifier for the group
start_date:
type: string
format: date
description: The date of the oldest transaction in the group
end_date:
type: string
format: date
description: The date of the most recent transaction in the group
total_amount:
type: number
format: double
description: The sum of all transaction amounts in this group
average_amount:
type: number
format: double
description: The average amount per transaction in this group
periodicity_in_days:
type: number
format: double
description: The estimated number of days between transactions in this group
periodicity:
$ref: '#/components/schemas/RecurrencePeriodicity'
description: A human-readable description of the transaction frequency
counterparty:
$ref: '#/components/schemas/Counterparty'
description: Counterparty of the transactions
categories:
$ref: '#/components/schemas/Categories'
description: Categories of the transactions in the recurrence group
transaction_ids:
type: array
items:
type: string
description: Transactions in this recurrence group
entry_type:
$ref: '#/components/schemas/EntryType'
description: 'The direction of the flow of the money for the transactions within the group. '
required:
- id
- start_date
- end_date
- total_amount
- average_amount
- periodicity_in_days
- periodicity
- counterparty
- categories
- transaction_ids
- entry_type
title: RecurrenceGroup
Counterparty:
type: object
properties:
id:
type:
- string
- 'null'
description: The unique UUID identifier of the entity
name:
type:
- string
- 'null'
description: The name of the entity
website:
type:
- string
- 'null'
description: The website URL of the entity
phone_number:
type:
- string
- 'null'
description: The phone number of the entity. This is a premium feature, please contact support to enable it.
tax_number:
type:
- string
- 'null'
description: The tax number of the entity. This is a premium feature, please contact support to enable it.
naics2017:
type:
- string
- 'null'
description: The 2017 NAICS code of the entity. This is a premium feature, please contact support to enable it.
logo:
type:
- string
- 'null'
description: Logo's URL
mccs:
type: array
items:
type: integer
description: A list of [Merchant Category Codes](https://en.wikipedia.org/wiki/Merchant_category_code)
parent:
oneOf:
- $ref: '#/components/schemas/EntityParent'
- type: 'null'
description: The parent entity
type:
$ref: '#/components/schemas/CounterpartyType'
required:
- type
title: Counterparty
ValidationError:
type: object
properties:
loc:
type: array
items:
$ref: '#/components/schemas/ValidationErrorLocItems'
msg:
type: string
type:
type: string
required:
- loc
- msg
- type
title: ValidationError
EntryType:
type: string
enum:
- incoming
- outgoing
title: EntryType
CounterpartyType:
type: string
enum:
- person
- organization
title: CounterpartyType
HTTPValidationError:
type: object
properties:
detail:
type: array
items:
$ref: '#/components/schemas/ValidationError'
title: HTTPValidationError
ValidationErrorLocItems:
oneOf:
- type: string
- type: integer
title: ValidationErrorLocItems
EntityParent:
type: object
properties:
id:
type:
- string
- 'null'
description: The unique UUID identifier of the entity
name:
type:
- string
- 'null'
description: The name of the entity
website:
type:
- string
- 'null'
description: The website URL of the entity
phone_number:
type:
- string
- 'null'
description: The phone number of the entity. This is a premium feature, please contact support to enable it.
tax_number:
type:
- string
- 'null'
description: The tax number of the entity. This is a premium feature, please contact support to enable it.
naics2017:
type:
- string
- 'null'
description: The 2017 NAICS code of the entity. This is a premium feature, please contact support to enable it.
title: EntityParent
Categories:
type: object
properties:
general:
type:
- string
- 'null'
description: The category of the transaction. View the valid set of categories for your key [here](../../../categories).
accounting:
oneOf:
- $ref: '#/components/schemas/AccountingCategory'
- type: 'null'
description: The corresponding accounting category. Only available for `business` transactions.
required:
- general
title: Categories
AccountingCategory:
type: string
enum:
- operational expenses
- cost of goods sold
- revenue
- financing
- taxes
- investing
- not enough information
title: AccountingCategory
securitySchemes:
APIKeyHeader:
type: apiKey
in: header
name: X-Api-Key