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On this page
  • Get token link.
  • Generate access token and processor token.
  • Get my accounts.
  • Connect account to BaaS.
  • Remove Plaid connection.
  • Remove specific account.

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  1. Finance Integrations
  2. Aggregators
  3. Plaid

API Endpoints

You can find these endpoints in src/aggregators/plaid/plaid.controller.ts

Get token link.

POST {{url}}/aggregators/token-link

This endpoint generates a public_token that has a time-to-live of 30 minutes.

Headers

Name
Type
Description

Authorization*

String

Bearer token

{
    "statusCode": 201,
    "data": {
        "link_token": "link-sandbox-0ed4a93e-ba5f-42ca-be0f-7ce8f04cd42d"
    }
}
{
    "statusCode": 403,
    "message": "User has not been created or has not been onboarded: No email address found.",
    "error": "Not Found"
}
{
    "statusCode": 404,
    "message": <Message>,
    "error": "Not Found"
}
{
    "statusCode": 401,
    "message": "Unauthorized"
}

Generate access token and processor token.

POST {{url}}/aggregators/banking-connection

In this endpoint, send a public_token to generate an access_token so you can get linked account information in Plaid.

Headers

Name
Type
Description

Authorization*

String

Bearer token

Request Body

Name
Type
Description

public_token*

String

third_party_connection

boolean

This parameter is a flag to know if you want to directly connect your account to your BaaS

{
    "statusCode": 422,
    "message": "This user already has an account created.",
    "error": "Unprocessable Entity"
}
{
    "statusCode": 404,
    "message": "User has not been created or has not been onboarded: No email address found.",
    "error": "Not Found"
}
{
    "statusCode": 404,
    "message": <Message>,
    "error": "Not Found"
}
{
    "statusCode": 401,
    "message": "Unauthorized"
}
{
    "statusCode": 404,
    "message": "This user already created an account.",
    "error": "Not Found"
}

Get my accounts.

GET {{url}}/aggregators/my-accounts

This endpoint returns all accounts registered by the user.

Headers

Name
Type
Description

Authorization*

String

Bearer token

{
    "statusCode": 200,
    "data": {
        "accounts": [
            {
                "baas_account_id": <BassAccountId>,
                "account_id": <AccountId>,
                "name": "Plaid Saving",
                "baas_status": "active"
                "subtype": "savings",
                "type": "depository",
                "mask": "1111,
                "balances": {
                    "available": 200,
                    "current": 210,
                    "iso_currency_code": "USD",
                    "limit": null,
                    "unofficial_currency_code": null
                },
            }
        ]
    }
}
{
    "statusCode": 404,
    "message": "User has not been created or has not been onboarded: No email address found.",
    "error": "Not Found"
}
{
    "statusCode": 404,
    "message": <Message>,
    "error": "Not Found"
}
{
    "statusCode": 401,
    "message": "Unauthorized"
}

For the my-accounts endpoints, the baasAccountId and baasStatus fields are taken from the BaaS the account is connected to. If these fields have a null value, it means that the account has not been connected to any BaaS. But, if there is a baasAccountId, we can take the baas_status as a reference to know if the connection to the BaaS was successful.

Connect account to BaaS.

POST {{url}}/aggregators/banking-account-connection

This endpoint connects the selected account to the BaaS.

Headers

Name
Type
Description

Authorization*

String

Bearer token

Request Body

Name
Type
Description

account_id*

String

{
    "statusCode": 404,
    "message": <Message>
}
{
    "statusCode": 401,
    "message": "Unauthorized"
}
{
    "statusCode": 403,
    "message": "User has not been created or has not been onboarded: No email address found.",
    "error": "Not Found"
}
{
    "statusCode": 422,
    "message": "User has not created a Plaid Account.",
    "error":  "Unproccesable Entity"
}

Remove Plaid connection.

DELETE {{url}}/aggregators/unlink-banking-connection

This endpoint removes the access token generated to make queries in Plaid.

Headers

Name
Type
Description

Authorization*

String

Bearer token

{
    "statusCode": 422,
    "message": "User doesn't have connected accounts",
    "error": "Unprocessable Entity"
}
{
    "statusCode": 404,
    "message": "User has not been created or has not been onboarded: No email address found.",
    "error": "Not Found"
}
{
    "statusCode": 401,
    "message": "Unauthorized"
}

Remove specific account.

DELETE {{URL}}/aggregators/my-accounts/:id

This endpoint removes the processor token generated to make queries in Plaid.

Path Parameters

Name
Type
Description

id*

Account ID

Headers

Name
Type
Description

Authorization*

String

Bearer token

{
    "statusCode": 404,
    "message": <Message>,
    "error": "Not Found"
}
{
    "statusCode": 401,
    "message": "Unauthorized"
}
{
    "statusCode": 403,
    "message": "User has not been created or has not been onboarded: No email address found.",
    "error": "Not Found"
}
{
    "statusCode": 422,
    "message": "This account does not exist",
    "error": "Unprocessable Entity"
}
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Last updated 2 years ago

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