Toku Customer Portal API

openapi: 3.2.0
info:
  title: Recursos secundarios Customer Portal API
  version: 1.0.0
  description: 'Endpoints que sostienen el Customer Portal de Toku: el portal web donde un Customer revisa sus Invoices y Subscriptions, inscribe medios de pago y paga.


    La mayoría de estas operaciones las consume el propio portal. Las excepciones son la creación de Customer Portal Sessions y de Checkout Sessions, que una organización sí integra desde su backend para llevar a un Customer al portal.'
servers:
- description: Production
  url: https://api.trytoku.com
security:
- ApiKeyAuth: []
tags:
- description: 'Endpoints que sostienen el Customer Portal de Toku: el portal web donde un Customer revisa sus Invoices y Subscriptions, inscribe medios de pago y paga.


    La mayoría de estas operaciones las consume el propio portal. Las excepciones son la creación de Customer Portal Sessions y de Checkout Sessions, que una organización sí integra desde su backend para llevar a un Customer al portal.'
  name: Customer Portal
paths:
  /v2/customer-portal-sessions:
    post:
      description: 'Crea una sesión de un Customer en el Customer Portal y devuelve la url con la que entra.


        Se usa para llevar a un Customer al portal desde un canal propio: la url que viene en la respuesta es el enlace que se le entrega.


        `billing_data.id_customer` es obligatorio. Si no se envía `billing_data.id_account`, la sesión queda asociada al Account principal de la organización.


        `expiration_datetime` es obligatorio, debe quedar al menos 30 minutos en el futuro y se interpreta en UTC. Al llegar esa fecha la sesión pasa sola al estado `expired`, sin necesidad de llamar a la operación de expiración.


        `external_id` es una referencia propia opcional y no puede repetirse entre las Customer Portal Sessions ni las Checkout Sessions de la organización: un valor ya usado devuelve 409. `flow_name` elige el flujo con el que abre el portal y por defecto es `"0"`. Lo que venga en `additional_metadata` se guarda tal cual y se devuelve en las lecturas de la sesión.


        Al crear la sesión se despacha un mensaje al Customer con el enlace: con la plantilla indicada en `template` si se envía, y en caso contrario según la configuración de mensajería de la organización, sobre el canal indicado en `communication_channel`. Ese despacho es asincrónico y no condiciona la creación: si falla, la sesión igual queda creada.'
      operationId: create_handler
      parameters:
      - description: Llave de API de una Account, para operar sobre esa Account en lugar de la principal.
        in: header
        name: x-account-key
        required: false
        schema:
          default: ''
          title: X-Account-Key
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateCustomerPortalSessionPayload'
        required: true
      responses:
        '201':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomerPortalSessionResponse'
          description: Successful Response
        '404':
          description: No existe el Customer, Subscription o Account indicado bajo la organización, o la organización no tiene portal configurado.
        '409':
          description: Ya existe una Customer Portal Session o una Checkout Session con ese `external_id`.
        '422':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
          description: Validation Error
      summary: Crear Customer Portal Session
      tags:
      - Customer Portal
      x-toku-docs:
        group: Customer Portal Sessions
  /v2/customer-portal-sessions/{session_id}:
    get:
      description: 'Devuelve una Customer Portal Session de la organización con su estado y su url.


        Se usa para saber si el enlace que se le entregó al Customer sigue vigente. Si la sesión estaba abierta y su `expiration_datetime` ya pasó, queda marcada como `expired` en esta misma lectura.'
      operationId: get_handler
      parameters:
      - description: Id de la Customer Portal Session, tal como se devolvió al crearla.
        in: path
        name: session_id
        required: true
        schema:
          description: Id de la Customer Portal Session, tal como se devolvió al crearla.
          title: Session Id
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomerPortalSessionResponse'
          description: Successful Response
        '404':
          description: No existe una Customer Portal Session con ese id bajo la organización.
        '422':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
          description: Validation Error
      summary: Obtener Customer Portal Session
      tags:
      - Customer Portal
      x-toku-docs:
        group: Customer Portal Sessions
  /v2/customer-portal-sessions/{session_id}/expire:
    post:
      description: 'Expira una Customer Portal Session para invalidar su enlace antes de la fecha prevista.


        Es idempotente: una sesión ya expirada se devuelve tal cual. Las Checkout Sessions abiertas que hayan nacido de esta sesión también quedan expiradas.'
      operationId: expire_handler
      parameters:
      - description: Id de la Customer Portal Session, tal como se devolvió al crearla.
        in: path
        name: session_id
        required: true
        schema:
          description: Id de la Customer Portal Session, tal como se devolvió al crearla.
          title: Session Id
          type: string
      - description: Llave de API de una Account, para operar sobre esa Account en lugar de la principal.
        in: header
        name: x-account-key
        required: false
        schema:
          default: ''
          title: X-Account-Key
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomerPortalSessionResponse'
          description: Successful Response
        '404':
          description: No existe una Customer Portal Session con ese id bajo la organización.
        '422':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
          description: Validation Error
      summary: Expirar Customer Portal Session
      tags:
      - Customer Portal
      x-toku-docs:
        group: Customer Portal Sessions
  /v2/customer-portal-sessions/{session_id}/validate:
    get:
      description: 'Indica si una Customer Portal Session sigue sirviendo para entrar al portal.


        Devuelve el estado de la sesión y un `is_valid` que solo es `true` mientras la sesión está `open`. Si su `expiration_datetime` ya pasó, la sesión queda marcada como `expired` en esta misma llamada y `is_valid` responde `false`.


        Devuelve también el `journey_id` de la sesión: el portal ya llama a esta ruta al entrar, así que su SDK de tracking adopta ese journey en vez de acuñar uno propio y los eventos del navegador quedan en el mismo journey que los del backend.'
      operationId: validate_handler
      parameters:
      - description: Id de la Customer Portal Session, tal como se devolvió al crearla.
        in: path
        name: session_id
        required: true
        schema:
          description: Id de la Customer Portal Session, tal como se devolvió al crearla.
          title: Session Id
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ValidateCustomerPortalSessionResponse'
          description: Successful Response
        '404':
          description: No existe una Customer Portal Session con ese id bajo la organización.
        '422':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
          description: Validation Error
      summary: Validar Customer Portal Session
      tags:
      - Customer Portal
      x-toku-docs:
        group: Customer Portal Sessions
components:
  schemas:
    RedirectionConfigurationPayload:
      properties:
        enrollment_failure_url:
          title: Enrollment Failure Url
          type: string
        enrollment_success_url:
          title: Enrollment Success Url
          type: string
        payment_failure_url:
          title: Payment Failure Url
          type: string
        payment_success_url:
          title: Payment Success Url
          type: string
      title: RedirectionConfigurationPayload
      type: object
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
            - type: string
            - type: integer
          title: Location
          type: array
        msg:
          title: Message
          type: string
        type:
          title: Error Type
          type: string
      required:
      - loc
      - msg
      - type
      title: ValidationError
      type: object
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          title: Detail
          type: array
      title: HTTPValidationError
      type: object
    PaymentOptionsConfigurationPayload:
      properties:
        card:
          $ref: '#/components/schemas/CardConfigurationPayload'
      title: PaymentOptionsConfigurationPayload
      type: object
    AdditionalQueryParametersPayload:
      properties:
        access_source:
          title: Access Source
          type: string
      title: AdditionalQueryParametersPayload
      type: object
    CustomerPortalSessionState:
      description: 'Estado de una sesión del portal de pago. Nace `open`, que es el único estado en que la sesión sirve para entrar al portal, y pasa a `expired` cuando se cumple su fecha de expiración o cuando se la expira a propósito. Es un cambio de una sola vía: una sesión expirada no vuelve a abrirse.'
      enum:
      - open
      - expired
      title: CustomerPortalSessionState
      type: string
    ValidateCustomerPortalSessionResponse:
      properties:
        id_session:
          title: Id Session
          type: string
        is_valid:
          title: Is Valid
          type: boolean
        journey_id:
          description: Journey de la sesión, para que el SDK de tracking del portal lo adopte en vez de acuñar uno propio y los eventos del navegador queden en el mismo journey que los del backend. `null` cuando la sesión no trae ninguno.
          title: Journey Id
          type: string
        state:
          $ref: '#/components/schemas/CustomerPortalSessionState'
      required:
      - id_session
      - state
      - is_valid
      title: ValidateCustomerPortalSessionResponse
      type: object
    CardConfigurationPayload:
      properties:
        installments_configuration:
          title: Installments Configuration
          type: object
      title: CardConfigurationPayload
      type: object
    BillingData:
      properties:
        id_account:
          title: Id Account
          type: string
        id_customer:
          title: Id Customer
          type: string
        id_subscription:
          title: Id Subscription
          type: string
      required:
      - id_customer
      title: BillingData
      type: object
    CustomerPortalSessionResponse:
      properties:
        additional_metadata:
          title: Additional Metadata
          type: object
        additional_query_parameters:
          title: Additional Query Parameters
          type: object
        billing_data:
          title: Billing Data
          type: object
        communication_channel:
          title: Communication Channel
          type: string
        expiration_datetime:
          format: date-time
          title: Expiration Datetime
          type: string
        external_id:
          title: External Id
          type: string
        flow_name:
          title: Flow Name
          type: string
        id:
          title: Id
          type: string
        id_organization:
          title: Id Organization
          type: integer
        journey_id:
          title: Journey Id
          type: string
        payment_options_configuration:
          title: Payment Options Configuration
          type: object
        redirection_configuration:
          title: Redirection Configuration
          type: object
        state:
          $ref: '#/components/schemas/CustomerPortalSessionState'
        template:
          title: Template
          type: string
        url:
          title: Url
          type: string
      required:
      - id
      - billing_data
      - flow_name
      - url
      - state
      - id_organization
      - expiration_datetime
      title: CustomerPortalSessionResponse
      type: object
    CreateCustomerPortalSessionPayload:
      properties:
        additional_metadata:
          title: Additional Metadata
          type: object
        additional_query_parameters:
          $ref: '#/components/schemas/AdditionalQueryParametersPayload'
        billing_data:
          $ref: '#/components/schemas/BillingData'
        communication_channel:
          title: Communication Channel
          type: string
        expiration_datetime:
          format: date-time
          title: Expiration Datetime
          type: string
        external_id:
          title: External Id
          type: string
        flow_name:
          default: '0'
          title: Flow Name
          type: string
        payment_options_configuration:
          $ref: '#/components/schemas/PaymentOptionsConfigurationPayload'
        redirection_configuration:
          $ref: '#/components/schemas/RedirectionConfigurationPayload'
        template:
          title: Template
          type: string
      required:
      - billing_data
      - expiration_datetime
      title: CreateCustomerPortalSessionPayload
      type: object
  securitySchemes:
    ApiKeyAuth:
      description: Toku public API key. Send it in the x-api-key header on every request.
      in: header
      name: x-api-key
      type: apiKey
x-toku-api-version: '2026-10-08'
x-toku-dto-versions:
  DTOAccountPaymentInstrument: DTOAccountPaymentInstrumentV1
  DTOAggregatedPaymentMethod: DTOAggregatedPaymentMethodV2
  DTOAggregatedTransaction: DTOAggregatedTransactionV2
  DTOBankAccountPaymentMethod: DTOBankAccountPaymentMethodV1
  DTOBoletoPaymentInstrument: DTOBoletoPaymentInstrumentV2
  DTOBrPaymentInstrument: DTOBrPaymentInstrumentV2
  DTOCardPaymentInstrument: DTOCardPaymentInstrumentV1
  DTOCardPaymentMethod: DTOCardPaymentMethodV1
  DTOCashClPaymentInstrument: DTOCashClPaymentInstrumentV1
  DTOCashMxPaymentInstrument: DTOCashMxPaymentInstrumentV1
  DTOClPaymentInstrument: DTOClPaymentInstrumentV2
  DTOCustomer: DTOCustomerV2
  DTOInvoice: DTOInvoiceV4
  DTOMxPaymentInstrument: DTOMxPaymentInstrumentV3
  DTOPacManagementPaymentInstrument: DTOPacManagementPaymentInstrumentV1
  DTOPatpassPaymentInstrument: DTOPatpassPaymentInstrumentV1
  DTOPaymentIntent: DTOPaymentIntentV5
  DTOPaymentMethod: DTOPaymentMethodV7
  DTOPixPaymentInstrument: DTOPixPaymentInstrumentV1
  DTOPixPaymentMethod: DTOPixPaymentMethodV1
  DTOReferencedPaymentMXInstrument: DTOReferencedPaymentMXInstrumentV1
  DTOTransaction: DTOTransactionV10
  DTOTransferClPaymentInstrument: DTOTransferClPaymentInstrumentV2
  DTOTransferMxPaymentInstrument: DTOTransferMxPaymentInstrumentV1
  DTOUpdatedFields: DTOUpdatedFieldsV1
  DTOWalletMovement: DTOWalletMovementV1
  DTOWalletPaymentInstrument: DTOWalletPaymentInstrumentV2
x-toku-schema-names:
  ApiPaymentMethod_AssociatePaymentMethodResponse: AssociatePaymentMethodResponse
  ApiPaymentMethod_DTOPaymentMethodV7: PaymentMethod
  ApiPaymentTransaction_DTOTransactionV10: Transaction
  ApiPaymentTransaction_TransactionStatus: TransactionStatus
  ApiRenditionFile_BusinessDaysBeforeFilter: BusinessDaysBeforeFilter
  ApiRenditionFile_DaysBeforeFilter: DaysBeforeFilter
  ApiRenditionFile_DueDatesDaysFutureFilter: DueDatesDaysFutureFilter
  ApiRenditionFile_EntityRestrictions: EntityRestrictions
  ApiRenditionFile_NewestNInvoicesFilter: NewestNInvoicesFilter
  ApiRenditionFile_OldestNInvoicesFilter: OldestNInvoicesFilter
  CheckoutApi_AccountDetailsResponse: AccountDetailsResponse
  CheckoutApi_CheckoutSessionResponse: CheckoutSession
  ClientPaymentPortalBackend_CheckoutSessionResponse: CheckoutSessionResponse
  CollectionStrategist_InstitutionId: InstitutionId
  CollectionStrategist_SubTreeConfiguration: SubTreeConfiguration
  DTOAccountPaymentInstrumentV1: AccountPaymentInstrument
  DTOAggregatedTransactionV2: AggregatedTransaction
  DTOAppliedAdjustmentDocumentV1: AppliedAdjustmentDocument
  DTOBoletoPaymentInstrumentV2: BoletoPaymentInstrument
  DTOBrPaymentInstrumentV2: BrPaymentInstrument
  DTOCardPaymentInstrumentV1: CardPaymentInstrument
  DTOCardPaymentMethodV1: CardPaymentMethod
  DTOCashClPaymentInstrumentV1: CashClPaymentInstrument
  DTOCashMxPaymentInstrumentV1: CashMxPaymentInstrument
  DTOClPaymentInstrumentV2: ClPaymentInstrument
  DTOInvoiceV4: Invoice
  DTOMxPaymentInstrumentV3: MxPaymentInstrument
  DTOPacManagementPaymentInstrumentV1: PacManagementPaymentInstrument
  DTOPatpassPaymentInstrumentV1: PatpassPaymentInstrument
  DTOPaymentIntentV5: PaymentIntent
  DTOPixPaymentInstrumentV1: PixPaymentInstrument
  DTOPixPaymentMethodV1: PixPaymentMethod
  DTOReferencedPaymentMXInstrumentV1: ReferencedPaymentMXInstrument
  DTOTransferClPaymentInstrumentV2: TransferClPaymentInstrument
  DTOTransferMxPaymentInstrumentV1: TransferMxPaymentInstrument
  DTOUpdatedFieldsV1: UpdatedFields
  DTOWalletMovementV1: WalletMovement
  DTOWalletPaymentInstrumentV2: WalletPaymentInstrument
  GetCustomerResponse: Customer
  GetSubscriptionResponse: Subscription
  PayoutsBeneficiaryService_ApprovalFlowsStatus: ApprovalFlowsStatus
  PayoutsBeneficiaryService_Beneficiary: Beneficiary
  PayoutsBeneficiaryService_BeneficiaryAccount: BeneficiaryAccount
  PayoutsBeneficiaryService_BeneficiaryAccountVerification: BeneficiaryAccountVerification
  PayoutsBeneficiaryService_IdentityDocument: IdentityDocument
  PayoutsBeneficiaryService_VerificationStatus: VerificationStatus
  PayoutsDataIngestionService_DisbursementType: DisbursementType
  WebhookEndpointResponse: WebhookEndpoint
x-provenance:
  method: searched
  source: https://docs.trytoku.com/reference
  harvested: '2026-10-29'
  tool: harvest-readme-openapi.py
  note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
  assembled_from:
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  - https://docs.trytoku.com/reference/cancel_billing_document.md
  - https://docs.trytoku.com/reference/cancel_preauth_endpoint.md
  - https://docs.trytoku.com/reference/capture_preauth_endpoint.md
  - https://docs.trytoku.com/reference/change_subscription_status.md
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  - https://docs.trytoku.com/reference/create_bulk_automatic_debit_payment_methods.md
  - https://docs.trytoku.com/reference/create_credit_note.md
  - https://docs.trytoku.com/reference/create_customer.md
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  - https://docs.trytoku.com/reference/create_customer_billing_data_bulk.md
  - https://docs.trytoku.com/reference/create_document.md
  - https://docs.trytoku.com/reference/create_external_transaction.md
  - https://docs.trytoku.com/reference/create_external_transactions.md
  - https://docs.trytoku.com/reference/create_handler.md
  - https://docs.trytoku.com/reference/create_intent.md
  - https://docs.trytoku.com/reference/create_invoice_billing_data.md
  - https://docs.trytoku.com/reference/create_m2m_access_token.md
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  - https://docs.trytoku.com/reference/create_or_update_subscription.md
  - https://docs.trytoku.com/reference/create_pacs.md
  - https://docs.trytoku.com/reference/create_pix_automatic_configuration.md
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  - https://docs.trytoku.com/reference/create_ppd_complement_billing_document.md
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  - https://docs.trytoku.com/reference/edit_invoice_billing_data.md
  - https://docs.trytoku.com/reference/edit_subscription.md
  - https://docs.trytoku.com/reference/edit_webhook_endpoint.md
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  - https://docs.trytoku.com/reference/external_boleto_initialize.md
  - https://docs.trytoku.com/reference/external_onetime_initialize.md
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  - https://docs.trytoku.com/reference/get_adjustment_document.md
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  - https://docs.trytoku.com/reference/get_bank_account_verifications.md
  - https://docs.trytoku.com/reference/get_beneficiary_accounts.md
  - https://docs.trytoku.com/reference/get_billing_document.md
  - https://docs.trytoku.com/reference/get_checkout_session_endpoint_v2.md
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  - https://docs.trytoku.com/reference/get_customers.md
  - https://docs.trytoku.com/reference/get_handler.md
  - https://docs.trytoku.com/reference/get_invoice.md
  - https://docs.trytoku.com/reference/get_invoice_billing_data.md
  - https://docs.trytoku.com/reference/get_paginated_chargeable_invoices.md
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  - https://docs.trytoku.com/reference/get_transaction_data_for_refund.md
  - https://docs.trytoku.com/reference/get_transaction_fees_public.md
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  - https://docs.trytoku.com/reference/get_webhook_endpoint.md
  - https://docs.trytoku.com/reference/get_webhook_endpoints.md
  - https://docs.trytoku.com/reference/get_webhook_sender_organization_configuration_endpoint.md
  - https://docs.trytoku.com/reference/ingest_payout_request_input.md
  - https://docs.trytoku.com/reference/initialize_enrollment_pix.md
  - https://docs.trytoku.com/reference/initialize_push_notification_enrollment.md
  - https://docs.trytoku.com/reference/list_adjustment_documents.md
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  - https://docs.trytoku.com/reference/list_terminals.md
  - https://docs.trytoku.com/reference/lookup_customer.md
  - https://docs.trytoku.com/reference/lookup_invoice.md
  - https://docs.trytoku.com/reference/lookup_subscription.md
  - https://docs.trytoku.com/reference/open_checkout_session_endpoint.md
  - https://docs.trytoku.com/reference/patch_beneficiary_account_data.md
  - https://docs.trytoku.com/reference/patch_beneficiary_account_external_id.md
  - https://docs.trytoku.com/reference/patch_beneficiary_metadata.md
  - https://docs.trytoku.com/reference/patch_webhook_sender_organization_configuration_endpoint.md
  - https://docs.trytoku.com/reference/pos_charge_endpoint.md
  - https://docs.trytoku.com/reference/post_customer_collection_account_endpoint.md
  - https://docs.trytoku.com/reference/post_webhook_sender_organization_configuration_endpoint.md
  - https://docs.trytoku.com/reference/public_available_institutions.md
  - https://docs.trytoku.com/reference/public_start_create_cash_mx_reference.md
  - https://docs.trytoku.com/reference/public_update_checkout_session_endpoint.md
  - https://docs.trytoku.com/reference/refund_invoice_public.md
  - https://docs.trytoku.com/reference/refund_transaction_public.md
  - https://docs.trytoku.com/reference/soft_delete_pix_automatic_configuration.md
  - https://docs.trytoku.com/reference/subscriptions_by_customer.md
  - https://docs.trytoku.com/reference/undo_debt_reconciliation_by_invoice_endpoint.md
  - https://docs.trytoku.com/reference/update_adjustment_document.md
  - https://docs.trytoku.com/reference/update_customer_billing_data.md
  - https://docs.trytoku.com/reference/update_external_transaction.md
  - https://docs.trytoku.com/reference/update_external_transactions.md
  - https://docs.trytoku.com/reference/update_pix_automatic_configuration.md
  - https://docs.trytoku.com/reference/update_terminal.md
  - https://docs.trytoku.com/reference/upload_external_pdf.md
  - https://docs.trytoku.com/reference/validate_handler.md
  - https://docs.trytoku.com/reference/verify_bank_account.md
  - https://docs.trytoku.com/reference/verify_public_bulk_bank_accounts.md
  - https://docs.trytoku.com/reference/void_invoice.md
  merge:
    pages: 131
    deduped: 757
    conflicts_kept_first: 0