API Reference
- POSTGet Client Token
- GETGet Trades
- POSTCreate Trade
- GETGet Quote
- POSTSend Identity information
- POSTAccept Identity documents
- GETGet Supported Tokens
- GETGet Enabled Tokens
- GETGet Payment Method information
- GETGet Order(s)
- GETGet Bank Account
- GETFetch KYC
- GETGet Customers
- POSTPost Customer Information
- POSTSend Bank Information
- GETGet Geocoverage
- GETGet Fiat Currencies
Send Bank Information
Simply populate the appropriate field in the plaidData object. Make sure to fill in the correct field corresponding to the correct Plaid API endpoint. For example, if you call the Plaid transactions API, you should set plaidData.transactionsResponse to be the JSON string containing the response. Note that the response fields in plaidData are all optional and you may populate as many or few as you would like, as long as an authResponse is sent at least once per account.
Important note: You must provide an authResponse at least once per customer bank account so that we can store the mapping from bank account to Plaid account ID.
curl --request POST \
--url https://api.sandbox.sardine.ai/v1/bank/transactions \
--header 'Authorization: Basic <encoded-value>'
{
"sessionKey": "<string>",
"customerId": "<string>",
"plaidData": {
"transactionsResponse": {
"accounts": [
{
"account_id": "<string>",
"balances": {
"available": 123,
"current": 123,
"iso_currency_code": "<string>",
"limit": null,
"unofficial_currency_code": null
},
"mask": "<string>",
"name": "<string>",
"official_name": "<string>",
"subtype": "<string>",
"type": "<string>"
}
],
"transactions": [
{
"account_id": "<string>",
"amount": 123,
"iso_currency_code": "<string>",
"unofficial_currency_code": null,
"category": [
{}
],
"category_id": "<string>",
"check_number": null,
"date": "<string>",
"datetime": null,
"authorized_date": "<string>",
"authorized_datetime": null,
"location": {
"address": "<string>",
"city": "<string>",
"region": "<string>",
"postal_code": "<string>",
"country": "<string>",
"lat": 123,
"lon": 123,
"store_number": "<string>"
},
"name": "<string>",
"merchant_name": "<string>",
"payment_meta": {
"by_order_of": null,
"payee": null,
"payer": null,
"payment_method": null,
"payment_processor": null,
"ppd_id": null,
"reason": null,
"reference_number": null
},
"payment_channel": "<string>",
"pending": true,
"pending_transaction_id": null,
"account_owner": null,
"transaction_id": "<string>",
"transaction_code": null,
"transaction_type": "<string>"
}
],
"item": {
"available_products": [
{}
],
"billed_products": [
{}
],
"consent_expiration_time": null,
"error": null,
"institution_id": "<string>",
"item_id": "<string>",
"update_type": "<string>",
"webhook": "<string>"
},
"total_transactions": 123,
"request_id": "<string>"
},
"authResponse": {
"accounts": [
{
"account_id": "<string>",
"balances": {
"available": 123,
"current": 123,
"limit": null,
"iso_currency_code": "<string>",
"unofficial_currency_code": null
},
"mask": "<string>",
"name": "<string>",
"official_name": "<string>",
"subtype": "<string>",
"type": "<string>"
}
],
"numbers": {
"ach": [
{
"account": "<string>",
"account_id": "<string>",
"routing": "<string>",
"wire_routing": "<string>"
}
],
"eft": [
{
"account": "<string>",
"account_id": "<string>",
"institution": "<string>",
"branch": "<string>"
}
],
"international": [
{
"account_id": "<string>",
"bic": "<string>",
"iban": "<string>"
}
],
"bacs": [
{
"account": "<string>",
"account_id": "<string>",
"sort_code": "<string>"
}
]
},
"item": {
"available_products": [
{}
],
"billed_products": [
{}
],
"consent_expiration_time": null,
"error": null,
"institution_id": "<string>",
"item_id": "<string>",
"update_type": "<string>",
"webhook": "<string>"
},
"request_id": "<string>"
},
"balanceResponse": {
"accounts": [
{
"account_id": "<string>",
"balances": {
"available": 123,
"current": 123,
"iso_currency_code": "<string>"
},
"mask": "<string>",
"name": "<string>",
"official_name": "<string>",
"subtype": "<string>",
"type": "<string>"
}
],
"item": {
"available_products": [
{}
],
"billed_products": [
{}
],
"institution_id": "<string>",
"item_id": "<string>",
"products": [
{}
],
"update_type": "<string>",
"webhook": "<string>"
},
"request_id": "<string>"
},
"identityResponse": {
"accounts": [
{
"account_id": "<string>",
"balances": {
"available": 123,
"current": 123,
"iso_currency_code": "<string>",
"limit": null,
"unofficial_currency_code": null
},
"mask": "<string>",
"name": "<string>",
"official_name": "<string>",
"owners": [
{
"addresses": [
{
"data": {
"city": "<string>",
"country": "<string>",
"postal_code": "<string>",
"region": "<string>",
"street": "<string>"
},
"primary": true
}
],
"emails": [
{
"data": "<string>",
"primary": true,
"type": "<string>"
}
],
"names": [
{}
],
"phone_numbers": [
{
"data": "<string>",
"primary": true,
"type": "<string>"
}
]
}
],
"subtype": "<string>",
"type": "<string>"
}
],
"item": {
"available_products": [
{}
],
"billed_products": [
{}
],
"consent_expiration_time": null,
"error": null,
"institution_id": "<string>",
"item_id": "<string>",
"update_type": "<string>",
"webhook": "<string>"
},
"request_id": "<string>"
},
"assetsReportResponse": {
"report": {
"asset_report_id": "<string>",
"client_report_id": "<string>",
"date_generated": "<string>",
"days_requested": 123,
"items": [
{
"accounts": [
{
"account_id": "<string>",
"balances": {
"available": 123,
"current": 123,
"iso_currency_code": "<string>",
"limit": null,
"unofficial_currency_code": null
},
"days_available": 123,
"historical_balances": [
{
"current": 123,
"date": "<string>",
"iso_currency_code": "<string>",
"unofficial_currency_code": null
}
],
"mask": "<string>",
"name": "<string>",
"official_name": null,
"owners": [
{
"addresses": [
{
"data": {
"city": "<string>",
"country": "<string>",
"postal_code": "<string>",
"region": "<string>",
"street": "<string>"
},
"primary": true
}
],
"emails": [
{
"data": "<string>",
"primary": true,
"type": "<string>"
}
],
"names": [
"<string>"
],
"phone_numbers": [
{
"data": "<string>",
"primary": true,
"type": "<string>"
}
]
}
],
"ownership_type": null,
"subtype": "<string>",
"transactions": [
{}
],
"type": "<string>"
}
],
"date_last_updated": "<string>",
"institution_id": "<string>",
"institution_name": "<string>",
"item_id": "<string>"
}
],
"user": {
"client_user_id": "<string>",
"email": "<string>",
"first_name": "<string>",
"last_name": "<string>",
"middle_name": "<string>",
"phone_number": "<string>",
"ssn": "<string>"
}
},
"request_id": "<string>",
"warnings": [
{}
]
}
}
}
Authorizations
Basic authentication header of the form Basic <encoded-value>
, where <encoded-value>
is the base64-encoded string username:password
.
Response
curl --request POST \
--url https://api.sandbox.sardine.ai/v1/bank/transactions \
--header 'Authorization: Basic <encoded-value>'
{
"sessionKey": "<string>",
"customerId": "<string>",
"plaidData": {
"transactionsResponse": {
"accounts": [
{
"account_id": "<string>",
"balances": {
"available": 123,
"current": 123,
"iso_currency_code": "<string>",
"limit": null,
"unofficial_currency_code": null
},
"mask": "<string>",
"name": "<string>",
"official_name": "<string>",
"subtype": "<string>",
"type": "<string>"
}
],
"transactions": [
{
"account_id": "<string>",
"amount": 123,
"iso_currency_code": "<string>",
"unofficial_currency_code": null,
"category": [
{}
],
"category_id": "<string>",
"check_number": null,
"date": "<string>",
"datetime": null,
"authorized_date": "<string>",
"authorized_datetime": null,
"location": {
"address": "<string>",
"city": "<string>",
"region": "<string>",
"postal_code": "<string>",
"country": "<string>",
"lat": 123,
"lon": 123,
"store_number": "<string>"
},
"name": "<string>",
"merchant_name": "<string>",
"payment_meta": {
"by_order_of": null,
"payee": null,
"payer": null,
"payment_method": null,
"payment_processor": null,
"ppd_id": null,
"reason": null,
"reference_number": null
},
"payment_channel": "<string>",
"pending": true,
"pending_transaction_id": null,
"account_owner": null,
"transaction_id": "<string>",
"transaction_code": null,
"transaction_type": "<string>"
}
],
"item": {
"available_products": [
{}
],
"billed_products": [
{}
],
"consent_expiration_time": null,
"error": null,
"institution_id": "<string>",
"item_id": "<string>",
"update_type": "<string>",
"webhook": "<string>"
},
"total_transactions": 123,
"request_id": "<string>"
},
"authResponse": {
"accounts": [
{
"account_id": "<string>",
"balances": {
"available": 123,
"current": 123,
"limit": null,
"iso_currency_code": "<string>",
"unofficial_currency_code": null
},
"mask": "<string>",
"name": "<string>",
"official_name": "<string>",
"subtype": "<string>",
"type": "<string>"
}
],
"numbers": {
"ach": [
{
"account": "<string>",
"account_id": "<string>",
"routing": "<string>",
"wire_routing": "<string>"
}
],
"eft": [
{
"account": "<string>",
"account_id": "<string>",
"institution": "<string>",
"branch": "<string>"
}
],
"international": [
{
"account_id": "<string>",
"bic": "<string>",
"iban": "<string>"
}
],
"bacs": [
{
"account": "<string>",
"account_id": "<string>",
"sort_code": "<string>"
}
]
},
"item": {
"available_products": [
{}
],
"billed_products": [
{}
],
"consent_expiration_time": null,
"error": null,
"institution_id": "<string>",
"item_id": "<string>",
"update_type": "<string>",
"webhook": "<string>"
},
"request_id": "<string>"
},
"balanceResponse": {
"accounts": [
{
"account_id": "<string>",
"balances": {
"available": 123,
"current": 123,
"iso_currency_code": "<string>"
},
"mask": "<string>",
"name": "<string>",
"official_name": "<string>",
"subtype": "<string>",
"type": "<string>"
}
],
"item": {
"available_products": [
{}
],
"billed_products": [
{}
],
"institution_id": "<string>",
"item_id": "<string>",
"products": [
{}
],
"update_type": "<string>",
"webhook": "<string>"
},
"request_id": "<string>"
},
"identityResponse": {
"accounts": [
{
"account_id": "<string>",
"balances": {
"available": 123,
"current": 123,
"iso_currency_code": "<string>",
"limit": null,
"unofficial_currency_code": null
},
"mask": "<string>",
"name": "<string>",
"official_name": "<string>",
"owners": [
{
"addresses": [
{
"data": {
"city": "<string>",
"country": "<string>",
"postal_code": "<string>",
"region": "<string>",
"street": "<string>"
},
"primary": true
}
],
"emails": [
{
"data": "<string>",
"primary": true,
"type": "<string>"
}
],
"names": [
{}
],
"phone_numbers": [
{
"data": "<string>",
"primary": true,
"type": "<string>"
}
]
}
],
"subtype": "<string>",
"type": "<string>"
}
],
"item": {
"available_products": [
{}
],
"billed_products": [
{}
],
"consent_expiration_time": null,
"error": null,
"institution_id": "<string>",
"item_id": "<string>",
"update_type": "<string>",
"webhook": "<string>"
},
"request_id": "<string>"
},
"assetsReportResponse": {
"report": {
"asset_report_id": "<string>",
"client_report_id": "<string>",
"date_generated": "<string>",
"days_requested": 123,
"items": [
{
"accounts": [
{
"account_id": "<string>",
"balances": {
"available": 123,
"current": 123,
"iso_currency_code": "<string>",
"limit": null,
"unofficial_currency_code": null
},
"days_available": 123,
"historical_balances": [
{
"current": 123,
"date": "<string>",
"iso_currency_code": "<string>",
"unofficial_currency_code": null
}
],
"mask": "<string>",
"name": "<string>",
"official_name": null,
"owners": [
{
"addresses": [
{
"data": {
"city": "<string>",
"country": "<string>",
"postal_code": "<string>",
"region": "<string>",
"street": "<string>"
},
"primary": true
}
],
"emails": [
{
"data": "<string>",
"primary": true,
"type": "<string>"
}
],
"names": [
"<string>"
],
"phone_numbers": [
{
"data": "<string>",
"primary": true,
"type": "<string>"
}
]
}
],
"ownership_type": null,
"subtype": "<string>",
"transactions": [
{}
],
"type": "<string>"
}
],
"date_last_updated": "<string>",
"institution_id": "<string>",
"institution_name": "<string>",
"item_id": "<string>"
}
],
"user": {
"client_user_id": "<string>",
"email": "<string>",
"first_name": "<string>",
"last_name": "<string>",
"middle_name": "<string>",
"phone_number": "<string>",
"ssn": "<string>"
}
},
"request_id": "<string>",
"warnings": [
{}
]
}
}
}