Orion Advisor Solutions

Orion Advisor Solutions Integrations/Plaid API

The Integrations/Plaid API from Orion Advisor Solutions — 19 operation(s) for integrations/plaid.

GitHub OpenAPI

Operations 21

GET /v1/Integrations/Plaid/Accounts Get Accounts for an item #
GET /v1/Integrations/Plaid/Accounts/{clientId} Get Plaid Accounts that are not assigned an Account Number. For use with UI #
GET /v1/Integrations/Plaid/AccountsBalance Get Accounts Balance #
GET /v1/Integrations/Plaid/Auth Get Auth Status #
GET /v1/Integrations/Plaid/Configuration Retrieves Plaid Integration details #
PUT /v1/Integrations/Plaid/Configuration Saves Plaid integration settings #
DELETE /v1/Integrations/Plaid/DeleteItem Delete an Item given Plaid Item ID #
GET /v1/Integrations/Plaid/GetAllCategories Get all Categories data from Plaid. #
GET /v1/Integrations/Plaid/GetAllData Get all Items data for particular access token. #
GET /v1/Integrations/Plaid/GetAllInstitutions Get All Institutions #
GET /v1/Integrations/Plaid/GetAllPlaidItemsForUser Get All Plaid Items user can see #
GET /v1/Integrations/Plaid/GetInstitutionByID Get Institution By ID #
GET /v1/Integrations/Plaid/GetInstitutionByName Get Institution By Name #
GET /v1/Integrations/Plaid/ItemRefresh Get Item Refresh #
GET /v1/Integrations/Plaid/Items This is responsible for create a new item from a given public token #
GET /v1/Integrations/Plaid/LinkTokens This operation creates a link token for a new connection or updates an existing… #
GET /v1/Integrations/Plaid/OtherInfo Get other info JSON #
PUT /v1/Integrations/Plaid/OtherInfo Store other info JSON #
GET /v1/Integrations/Plaid/Processor Used to create a token suitable for sending to one of Plaid's partners to… #
PUT /v1/Integrations/Plaid/SaveItem Save Accounts accessToken for item #
GET /v1/Integrations/Plaid/Status Get Item Status #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-plaid-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-integrations-plaid-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Plaid API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-plaid-api-openapi.yml