Plaid

Plaid Statements API

Plaid's Statements is part of the Plaid open-finance platform, exposing 3 documented endpoint(s) under the Plaid REST API at production.plaid.com. It lets developers securely connect to end users' bank and financial accounts across 12,000+ US and international institutions and consume statements data or actions. Access uses client_id + secret credentials with a Plaid-Version header, an access_token per linked Item, and a real published OpenAPI definition harvested from Plaid's plaid-openapi repository.

GitHub OpenAPI

Documentation

📖
Documentation
https://plaid.com/docs/statements/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/plaid/refs/heads/main/openapi/plaid-statements--openapi.yml

OpenAPI Specification

plaid-statements--openapi.yml Raw ↑ 
openapi: 3.0.0
servers:
  - description: Production
    url: https://production.plaid.com
  - description: Development
    url: https://development.plaid.com
  - description: Sandbox
    url: https://sandbox.plaid.com
info:
  title: 'Plaid statements/'
  version: 2020-09-14_1.517.0
  description: Needs description.
  contact:
    name: Plaid Developer Team
    url: https://plaid.com
  termsOfService: https://plaid.com/legal/
tags:
  - name: Plaid
security:
  - clientId: []
    secret: []
    plaidVersion: []
paths:
  /statements/list:
    x-plaid-business-unit-context: BUSINESS_UNIT_PLAID
    post:
      tags:
        - Plaid
      summary: Plaid Retrieve a list of all statements associated with an item.
      externalDocs:
        url: /api/products/statements#statementslist
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StatementsListResponse'
              examples:
                example-1:
                  value:
                    item_id: eVBnVMp7zdTJLkRNr33Rs6zr7KNJqBFL9DrE6
                    institution_id: ins_3
                    institution_name: Chase
                    accounts:
                      - account_id: 3gE5gnRzNyfXpBK5wEEKcymJ5albGVUqg77gr
                        account_mask: '0000'
                        account_name: Plaid Saving
                        account_official_name: Plaid Silver Standard 0.1% Interest Saving
                        account_subtype: savings
                        account_type: depository
                        statements:
                          - statement_id: vzeNDwK7KQIm4yEog683uElbp9GRLEFXGK98D
                            month: 5
                            year: 2023
                    request_id: eYupqX1mZkEuQRx
      operationId: statementsList
      description: >-
        The `/statements/list` endpoint retrieves a list of all statements
        associated with an item.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/StatementsListRequest'
        description: ''
  /statements/download:
    x-plaid-business-unit-context: BUSINESS_UNIT_PLAID
    post:
      tags:
        - Plaid
      summary: Plaid Retrieve a single statement.
      externalDocs:
        url: /api/products/statements#statementsdownload
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StatementsDownloadResponse'
      operationId: statementsDownload
      description: >-
        The `/statements/download` endpoint retrieves a single statement PDF in
        binary format.  The response will contain a `Plaid-Content-Hash` header
        containing a SHA 256 checksum of the statement. This can be used to
        verify that the file being sent by Plaid is the same file that was
        downloaded to your system.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/StatementsDownloadRequest'
        description: ''
  /statements/refresh:
    x-plaid-business-unit-context: BUSINESS_UNIT_PLAID
    post:
      tags:
        - Plaid
      externalDocs:
        url: /api/products/statements#statementsrefresh
      summary: Plaid Refresh statements data.
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StatementsRefreshResponse'
              examples:
                example-1:
                  value:
                    request_id: eYupqX1mZkEuQRx
      operationId: statementsRefresh
      description: >-
        `/statements/refresh` initiates an on-demand extraction to fetch the
        statements for the provided dates.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/StatementsRefreshRequest'
        description: ''
components:
  schemas:
    StatementsListResponse:
      title: StatementsListResponse
      type: object
      additionalProperties: true
      description: >-
        StatementsListResponse defines the response schema for
        `/statements/list`
      properties:
        accounts:
          type: array
          items:
            $ref: '#/components/schemas/StatementsAccount'
        institution_id:
          description: The Plaid Institution ID associated with the Item.
          type: string
        institution_name:
          description: The name of the institution associated with the Item.
          type: string
        item_id:
          description: >-
            The Plaid Item ID. The `item_id` is always unique; linking the same
            account at the same institution twice will result in two Items with
            different `item_id` values. Like all Plaid identifiers, the
            `item_id` is case-sensitive.
          type: string
        request_id:
          $ref: '#/components/schemas/RequestID'
      required:
        - accounts
        - institution_id
        - institution_name
        - item_id
        - request_id
    StatementsDownloadResponse:
      title: StatementsDownloadResponse
      format: binary
      type: string
      description: >-
        StatementsDownloadResponse defines the response schema for
        `/statements/download`. The response will contain a `Plaid-Content-Hash`
        header containing a SHA 256 checksum of the statement. This can be used
        to verify that the file being sent by Plaid is the same file that was
        downloaded to your systems.
    StatementsRefreshResponse:
      title: StatementsRefreshResponse
      type: object
      additionalProperties: true
      description: >-
        StatementsRefreshResponse defines the response schema for
        `/statements/refresh`
      properties:
        request_id:
          $ref: '#/components/schemas/RequestID'
      required:
        - request_id