Puzzle Company API
The Company API from Puzzle — 10 operation(s) for company.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Puzzle Company API
description: Puzzle Api
version: '0'
servers:
- url: https://staging.southparkdata.com/rest/v0
tags:
- name: Company
paths:
/company:
post:
operationId: createCompanyApi
summary: Initiate Creating a Company
description: Call this endpoint to pass some company information that is usually asked for during Puzzle's onboarding flow. A URL will be returned. When you redirect your user to this URL, the company information that was passed the original request will be prefilled for them in Puzzle's UI, allowing them to skip a few steps and create their Puzzle account more quickly.
tags:
- Company
requestBody:
required: true
content:
application/json:
schema:
type: object
properties:
user:
type: object
properties:
email:
type: string
minLength: 1
firstName:
type: string
minLength: 1
lastName:
type: string
minLength: 1
required:
- email
- firstName
- lastName
company:
type: object
properties:
name:
type: string
minLength: 1
type:
type: string
enum:
- SAAS
- ECOMMERCE
- MARKETPLACE
- ADVERTISING
- SERVICES
- ENTERPRISE
- FINTECH
- FINTECH_CRYPTO
- VIRTUAL_GOODS
- CONSUMER
- NOT_SURE
- OTHER
- AGRICULTURE_AND_FARMING
- CONSTRUCTION
- HEALTHCARE
- HOME_SERVICES
- LEGAL
- MANUFACTURING
- MEDIA_AND_ENTERTAINMENT
- PROFESSIONAL_SERVICES
- RETAIL
- REAL_ESTATE
- RESTAURANT
- TRANSPORTATION
- WHOLESALE_TRADE
description: The value is normalized before matching, so any casing that maps onto a listed value is accepted.
revenueModel:
type: string
enum:
- AnnualSubscription
- MonthlySubscription
- MultipleRevenueModels
- NotSure
- PreRevenue
- ServiceBased
- TransactionBased
- UsageBased
- Subscription
- AddOns
- TransactionBasedPhysical
- TransactionBasedOther
- Contracts
- HourlyBilling
- Marketplace
- Commission
timeZone:
type: string
minLength: 1
currentUserRole:
type: string
enum:
- Founder
- CompanyEmployee
- OutsourcedAccountantOrCFO
coaType:
type: string
enum:
- saas
- ecommerce
- fondo
- every
- decimal
- custom
orgType:
type: string
enum:
- CCorporation
- LLC
- Partnership
- SCorporation
- SoleProprietorship
hasHistoricalData:
type: boolean
isFreshStart:
type: boolean
phoneNumber:
type: string
website:
type: string
required:
- name
- type
- revenueModel
- timeZone
- currentUserRole
- orgType
integration:
type: object
properties:
nativeCompanyId:
type: string
minLength: 1
authForwardToken:
type: string
createPushIntegrationConnection:
type: boolean
required:
- nativeCompanyId
required:
- user
- company
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
properties:
userId:
type: string
minLength: 1
description: Partner-facing external identifier
companyId:
type: string
minLength: 1
description: Partner-facing external identifier
setPasswordUrl:
type:
- string
- 'null'
required:
- userId
- companyId
- setPasswordUrl
/companies:
get:
operationId: companiesApi
summary: Get companies
description: 'Returns a list of companies the calling user has access to.
Required scope: read:company'
tags:
- Company
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
properties:
companies:
type: array
items:
type: object
properties:
id:
type: string
minLength: 1
description: Partner-facing external identifier
name:
type: string
connectedAt:
type: string
minLength: 1
description: ISO 8601 timestamp
status:
type: string
enum:
- Ready
- Syncing
- NoData
financialYearStartDate:
type: string
reportingCurrency:
type: string
minLength: 3
maxLength: 3
description: ISO 4217 currency code
required:
- id
- name
- connectedAt
- status
- financialYearStartDate
- reportingCurrency
required:
- companies
/company/{id}:
get:
operationId: company
summary: Get Company
tags:
- Company
parameters:
- name: id
in: path
required: true
description: The company ID
schema:
type: string
minLength: 1
description: Partner-facing external identifier
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
properties:
id:
type: string
minLength: 1
description: Partner-facing external identifier
name:
type: string
institutionConnections:
type: array
items:
type: object
properties:
institution:
type: object
properties:
name:
type: string
required:
- name
status:
type: string
enum:
- OK
- TemporaryOutage
- Disconnected
accounts:
type: array
items:
type: object
properties:
id:
type: string
minLength: 1
description: Partner-facing external identifier
nativeId:
type:
- string
- 'null'
type:
type: string
enum:
- Investment
- Invoice
- Credit
- Depository
- Loan
- Other
- PaymentProcessing
- Payroll
- Fintech
- Sweep
name:
type: string
mask:
type:
- string
- 'null'
currentBalance:
type: object
properties:
amount:
type: string
minLength: 1
description: Arbitrary-precision decimal, serialized as a string
currency:
type: string
minLength: 3
maxLength: 3
description: ISO 4217 currency code
required:
- amount
- currency
description: A monetary amount with its currency
status:
type: string
enum:
- Syncing
- Ready
ingestStatus:
type: string
enum:
- Syncing
- Ready
connectionStatus:
type: string
enum:
- OK
- TemporaryOutage
- Disconnected
lastUpdatedAt:
type:
- string
- 'null'
minLength: 1
description: ISO 8601 timestamp
required:
- id
- nativeId
- type
- name
- mask
- currentBalance
- status
- ingestStatus
- connectionStatus
- lastUpdatedAt
lastSyncedAt:
type:
- string
- 'null'
minLength: 1
description: ISO 8601 timestamp
createdAt:
type: string
minLength: 1
description: ISO 8601 timestamp
updatedAt:
type: string
minLength: 1
description: ISO 8601 timestamp
fdicCoverage:
type:
- object
- 'null'
properties:
status:
type: string
enum:
- AtRisk
- Review
- Covered
depositoryTotal:
type: object
properties:
amount:
type: string
minLength: 1
description: Arbitrary-precision decimal, serialized as a string
currency:
type: string
minLength: 3
maxLength: 3
description: ISO 4217 currency code
required:
- amount
- currency
description: A monetary amount with its currency
estimatedInsuranceCoverage:
type: object
properties:
amount:
type: string
minLength: 1
description: Arbitrary-precision decimal, serialized as a string
currency:
type: string
minLength: 3
maxLength: 3
description: ISO 4217 currency code
required:
- amount
- currency
description: A monetary amount with its currency
required:
- status
- depositoryTotal
- estimatedInsuranceCoverage
required:
- institution
- status
- accounts
- lastSyncedAt
- createdAt
- updatedAt
- fdicCoverage
status:
type: string
enum:
- Ready
- Syncing
- NoData
financialSummary:
type:
- object
- 'null'
properties:
status:
type: string
enum:
- InProgress
- Failed
- Ready
metrics:
type:
- object
- 'null'
properties:
annualAvgFullyLoadedSalaryCostPerEmployee:
type: object
properties:
amount:
type: string
minLength: 1
description: Arbitrary-precision decimal, serialized as a string
currency:
type: string
minLength: 3
maxLength: 3
description: ISO 4217 currency code
required:
- amount
- currency
description: A monetary amount with its currency
annualAvgSalaryCostPerEmployee:
type: object
properties:
amount:
type: string
minLength: 1
description: Arbitrary-precision decimal, serialized as a string
currency:
type: string
minLength: 3
maxLength: 3
description: ISO 4217 currency code
required:
- amount
- currency
description: A monetary amount with its currency
lastMonthAvgFullyLoadedSalaryCostPerEmployee:
type: object
properties:
amount:
type: string
minLength: 1
description: Arbitrary-precision decimal, serialized as a string
currency:
type: string
minLength: 3
maxLength: 3
description: ISO 4217 currency code
required:
- amount
- currency
description: A monetary amount with its currency
lastMonthAvgSalaryCostPerEmployee:
type: object
properties:
amount:
type: string
minLength: 1
description: Arbitrary-precision decimal, serialized as a string
currency:
type: string
minLength: 3
maxLength: 3
description: ISO 4217 currency code
required:
- amount
- currency
description: A monetary amount with its currency
totalCash:
type: object
properties:
amount:
type: string
minLength: 1
description: Arbitrary-precision decimal, serialized as a string
currency:
type: string
minLength: 3
maxLength: 3
description: ISO 4217 currency code
required:
- amount
- currency
description: A monetary amount with its currency
runway:
type:
- integer
- 'null'
fundraiseDate:
type:
- string
- 'null'
minLength: 1
description: Calendar date, YYYY-MM-DD
cashOutDate:
type:
- string
- 'null'
minLength: 1
description: Calendar date, YYYY-MM-DD
lastMonthOperatingBurn:
type: object
properties:
amount:
type: string
minLength: 1
description: Arbitrary-precision decimal, serialized as a string
currency:
type: string
minLength: 3
maxLength: 3
description: ISO 4217 currency code
required:
- amount
- currency
description: A monetary amount with its currency
lastMonthTotalBurn:
type: object
properties:
amount:
type: string
minLength: 1
description: Arbitrary-precision decimal, serialized as a string
currency:
type: string
minLength: 3
maxLength: 3
description: ISO 4217 currency code
required:
- amount
- currency
description: A monetary amount with its currency
lastMonthBankBurn:
type: object
properties:
amount:
type: string
minLength: 1
description: Arbitrary-precision decimal, serialized as a string
currency:
type: string
minLength: 3
maxLength: 3
description: ISO 4217 currency code
required:
- amount
- currency
description: A monetary amount with its currency
required:
- annualAvgFullyLoadedSalaryCostPerEmployee
- annualAvgSalaryCostPerEmployee
- lastMonthAvgFullyLoadedSalaryCostPerEmployee
- lastMonthAvgSalaryCostPerEmployee
- totalCash
- runway
- fundraiseDate
- cashOutDate
- lastMonthOperatingBurn
- lastMonthTotalBurn
- lastMonthBankBurn
updatedAt:
type:
- string
- 'null'
minLength: 1
description: ISO 8601 timestamp
errors:
type: array
items:
type: object
properties:
message:
type: string
required:
- message
required:
- status
- metrics
- updatedAt
- errors
metadata:
type:
- object
- 'null'
properties:
dataCompletenessLevel:
type: string
enum:
- Complete
- High
- Medium
- Low
categorization:
type: object
properties:
percentDollarVolumeCategorized:
type: number
required:
- percentDollarVolumeCategorized
required:
- dataCompletenessLevel
- categorization
required:
- id
- name
- institutionConnections
- status
- financialSummary
- metadata
/company/{id}/integrationConnection:
post:
operationId: createIntegrationConnection
summary: Create Integration Connection
description: 'Creates an integration connection for the company that you can use to push data into Puzzle.
Required scope: write:integration_connection'
tags:
- Company
parameters:
- name: id
in: path
required: true
description: The company ID
schema:
type: string
minLength: 1
description: Partner-facing external identifier
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
properties:
message:
type: string
required:
- message
/company/{id}/disconnect:
post:
operationId: disconnect
summary: Disconnect Company
tags:
- Company
parameters:
- name: id
in: path
required: true
description: The company ID
schema:
type: string
minLength: 1
description: Partner-facing external identifier
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
properties:
disconnect:
type: boolean
required:
- disconnect
/company/{id}/chartOfAccounts:
get:
operationId: chartOfAccounts
summary: Get Chart of Accounts
description: 'Retrieves the company''s chart of accounts (COA), which defines the financial statement categories used for accounting purposes.
By default, all accounts are returned and the balances are calculated using cash basis.
Required scope: read:company'
tags:
- Company
parameters:
- name: id
in: path
required: true
description: The company ID
schema:
type: string
minLength: 1
description: Partner-facing external identifier
- name: basis
in: query
required: false
schema:
type: string
enum:
- cash
- accrual
- name: startDate
in: query
required: false
schema:
type: string
minLength: 1
- name: effectiveDate
in: query
required: false
schema:
type: string
minLength: 1
description: Calendar date, YYYY-MM-DD
- name: nominalCode
in: query
required: false
schema:
type: string
- name: getRestricted
in: query
required: false
schema:
type: string
description: Boolean flag; "true" enables, any other value disables
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
properties:
accounts:
type: array
items:
type: object
properties:
id:
type: string
minLength: 1
description: Partner-facing external identifier
name:
type: string
coaKeys:
type: array
items:
type: string
minLength: 1
description: Chart-of-accounts key
restrictedCoaKeys:
type: array
items:
type: string
minLength: 1
description: Chart-of-accounts key
nominalCode:
type: string
description:
type:
- string
- 'null'
keywords:
type: array
items:
type: string
type:
type: string
tags:
type: array
items:
type: string
category:
type: string
subCategory:
type:
- string
- 'null'
tertiaryCategory:
type:
- string
- 'null'
parentCode:
type:
- string
- 'null'
currentBalance:
type: object
properties:
amount:
type: string
minLength: 1
description: Arbitrary-precision decimal, serialized as a string
currency:
type: string
minLength: 3
maxLength: 3
description: ISO 4217 currency code
required:
- amount
- currency
description: A monetary amount with its currency
currentBalanceWithoutSubAccounts:
type: object
properties:
amount:
type: string
minLength: 1
description: Arbitrary-precision decimal, serialized as a string
currency:
type: string
minLength: 3
maxLength: 3
description: ISO 4217 currency code
required:
- amount
- currency
description: A monetary amount with its currency
isBankAccount:
type: boolean
accountId:
type:
- string
- 'null'
minLength: 1
description: Partner-facing external identifier
views:
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