Now LiveREST API for BankSync (v1.0.0). Generated from the live OpenAPI 3.1 spec, so it never drifts from the routes. Expand any endpoint for parameters, a response example, copyable cURL/JavaScript/Python, and an in-page Try It.
Base URL
https://api.banksync.ioProduction
Authentication
X-API-KeyAPI key — pass in the X-API-Key header. Obtain from Developer Settings in the BankSync app.Authorization: Bearer <token>Firebase ID token — pass as a Bearer token in the Authorization header.Manage bank connections linked to your workspace. Each bank represents a connection to a financial institution via Plaid, SaltEdge, or SnapTrade.
Retrieve live account data for a bank connection, fetched directly from the financial institution.
Query bank transactions with date range or cursor-based pagination.
Fetch live account balances directly from the institution.
Investment trades: buys, sells, dividends, and other investment transactions.
Current investment portfolio positions and market values.
Open and pending brokerage orders for an investment account.
Loan and liability details including balances, rates, and payment schedules.
Data pipeline configurations that sync financial data to your connected integrations.
Transformation rules that clean and categorize transaction data before it syncs.
Stored datasets inside your workspace: read and write the rows of a table, and inspect its columns.
Your workspace’s dashboards: list and read them, move one into a folder or back to the top level, and set the order dashboards are listed in. Moving and ordering never change a dashboard’s content or its last-edited time.
Your workspace’s widgets, and the rows they show: list them and read the data of a widget’s saved query, at most 500 rows, the way a dashboard renders it.
Automations over your banks, feeds and tables (preview, for invited workspaces): build a draft by commands, publish a revision, have a member approve its grant, activate it, and read its runs.
The BankSync Marketplace: search listings (templates, apps, widgets and the Directory) and read one listing with what it needs from a workspace.
Your workspace’s saved blueprints: export resources as one, save, list, read, update, delete and restore them. A blueprint is the portable form an install is made from.
Install a template into your workspace: plan an install against your banks, feeds and connections, run it, then list, read, rename, retry, update or remove installs.
The workspace tree (preview, for invited workspaces): read where your automations sit, create folders, rename, set icons, move, trash, restore and star items. Reading it also lists your banks, feeds and other resources as read-only sections, each only when the key may read that resource.
Support cases for your workspace, as the key’s user: list, read and open cases, reply on one and close it. Only the cases that user may see are listed; staff-only notes and actions stay in BankSync’s support console.
Trigger data synchronization for feeds.
Monitor sync job status and history.
Connected integrations (Notion, Google Sheets, Airtable, Excel, databases).
A firm’s clients: its client portals and the client workspaces shared with it.
Identity and plan for the authenticated workspace, including membership and the scopes your credential holds.
Your own sign-in security, read-only: whether two-step verification is on, whether a recovery key was saved or used, and your recent security activity. Always the account the credential acts for.
Manage API keys for programmatic access.