> ## Documentation Index > Fetch the complete documentation index at: https://docs.sumvin.com/llms.txt > Use this file to discover all available pages before exploring further. # List user transactions > Retrieve a paginated list of transactions across all funding sources (wallets, bank accounts, cards). **Filtering:** - Filter by `source` to show only crypto, bank, or card transactions - Filter by `type` for specific transaction types (deposit, withdrawal, card_purchase, etc.) - Filter by `status` to find pending, completed, or failed transactions - Filter by `direction` to separate incoming (in) vs outgoing (out) transactions - Filter by `category` for card/bank transactions (comma-separated for OR logic) - Use `amount_min`/`amount_max` for amount range filtering - Use `from_date`/`to_date` for date range filtering (epoch ms or YYYY-MM-DD) **Metadata:** Set `meta=true` to include aggregate statistics: transaction count, date range, gross in/out cashflow, and category breakdown with percentages. **Pagination:** Default limit is 50 (max 100). Use `offset` for cursor-based pagination. Response includes pagination links in `_links`. ## OpenAPI ````yaml /api-reference/openapi.json get /v0/transactions/ openapi: 3.1.0 info: title: Sumvin API version: 0.35.2 servers: - url: https://api.sumvin.com description: Production security: [] tags: - name: User description: > User identity and account management for the Sumvin platform. ## Capabilities - **Account Creation** - Register new users with automatic primary wallet setup - **Profile Management** - Retrieve and update user profile information - **Phone Verification** - Two-step phone verification with SMS codes - **Resource Expansion** - Fetch related resources (wallets, status_history) in a single request ## Authentication All endpoints require a valid JWT passed in the `x-juno-jwt` header: ``` x-juno-jwt: ``` Two JWT issuers are supported by the platform's auth layer: | Issuer | Status | |--------|--------| | **Dynamic Labs** | Currently active. JWTs are validated against the configured Dynamic Labs environment. | | **Privy** | Supported by the platform's auth layer; provisioning the issuer for a given environment is a deployment-config step. Contact the team for sandbox or production credentials. | Both issuer types are accepted simultaneously when configured. Identify which provider issued a given JWT via the `auth_provider` field on the user response (`dynamic` or `privy`). ## User Lifecycle ``` ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ Register │────►│ Verify KYC │────►│ Active │ │ (pending) │ │(in_progress)│ │ │ └─────────────┘ └─────────────┘ └─────────────┘ │ ┌─────┴─────┐ ▼ ▼ ┌───────────┐ ┌───────────┐ │ Retry │ │ Rejected │ │(needs fix)│ │ (terminal)│ └─────┬─────┘ └───────────┘ │ └──► Resubmit → Review → Active ``` ## Key Concepts | Concept | Description | |---------|-------------| | `id` | Public user identifier (format: `usr_xxx`) for API references | | `auth_provider_id` | User's ID from the authentication provider (Dynamic Labs or Privy) | | `primary_eoa_address` | User's main externally-owned wallet address | | `safe_creation_status` | Async Safe wallet deployment: `processing`, `completed`, `failed` | ## Expand Parameters Use `?expand=` to include related resources: | Parameter | Description | |-----------|-------------| | `wallets` | Include the user's wallets. Addresses registered as signers on the user's Safe are not wallets the account holder transacts from and are omitted; read one directly at `GET /v0/wallets/{wallet_id}` | | `status_history` | Include full audit trail of account status changes | ## Related Resources - [KYC](#tag/KYC) - Identity verification - [Wallets](#tag/Wallets) - Wallet management - name: KYC description: > Know Your Customer (KYC) identity verification via Sumsub integration. ## Capabilities - **SDK Token Generation** - Create short-lived tokens for Sumsub Web SDK - **Status Tracking** - Monitor verification progress and results - **Document Verification** - Track submitted documents and their status - **GDPR Compliance** - Access verification details with privacy-safe filtering ## Verification Flow ``` ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ │ Generate SDK │────►│ User does │────►│ Webhook │ │ Token │ │ verification │ │ received │ └──────────────┘ │ in Sumsub │ └──────────────┘ └──────────────┘ │ ▼ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ │ approved │◄────│ Review │◄────│ Processing │ │ │ │ (if needed) │ │ │ └──────────────┘ └──────┬───────┘ └──────────────┘ │ │ │ ┌─────┴─────┐ │ ▼ ▼ │ ┌───────────┐ ┌───────────┐ │ │ retry │ │ rejected │ │ │ (fixable) │ │ (terminal)│ │ └─────┬─────┘ └───────────┘ │ │ │ └──► Resubmit → Review ▼ ┌──────────────┐ │ User active │ │ Full access │ └──────────────┘ ``` ## Verification Statuses | Status | Description | |--------|-------------| | `pending` | KYC not started | | `in_progress` | Documents submitted, awaiting review | | `retry` | Additional documents or corrections needed - user CAN resubmit | | `approved` | Identity verified successfully | | `rejected` | Verification failed permanently - user CANNOT retry | ## SDK Integration 1. Call `POST /v0/kyc/access-token` to get a token 2. Initialize Sumsub Web SDK with the token 3. User completes verification in SDK 4. Poll `GET /v0/kyc/status` or listen for webhooks ## Related Resources - [User](#tag/User) - User profile management - [Webhooks](#tag/Webhooks) - KYC status change notifications - name: Wallets description: > Multi-chain wallet management supporting EOA and Safe multisig wallets. ## Capabilities - **Multi-Chain Support** - Manage wallets across Ethereum, Base, Polygon, and more - **Wallet Types** - EOA (externally owned) and Safe smart wallets - **Primary Designation** - Set primary wallet per type for default transactions - **Soft Delete** - Remove wallets while preserving transaction history ## Wallet Types | Type | Description | |------|-------------| | **EOA** | Standard Ethereum wallet controlled by private key | | **Safe** | Safe smart account whose signer set holds the user's agent signer, and any other key registered against it | An address registered as a signer on the user's Safe is stored alongside these but is not one of them. It is omitted from list responses so they hold only wallets the account holder transacts from, it stays readable by its own wallet ID, and it cannot be deleted while it carries a signer role — removing the record would not remove the key from the Safe on chain. ## Creation Flow ``` ┌─────────────────┐ │ User registers │ └────────┬────────┘ │ ▼ ┌─────────────────┐ ┌─────────────────┐ │ Primary EOA set │────►│ Safe deployment │ │ immediately │ │ triggered │ └─────────────────┘ └────────┬────────┘ │ ┌────────┴────────┐ ▼ ▼ ┌──────────────┐ ┌──────────────┐ │ completed │ │ failed │ │ Safe address │ │ Retry via │ │ stored │ │ PATCH wallet│ └──────────────┘ └──────────────┘ ``` ## Primary Wallet Rules - One primary EOA and one primary Safe per user - Primary EOA and Safe must be on the same chain (`primary_chain_id`) - Changing primary wallet may trigger new Safe deployment (returns 202) ## Key Concepts | Concept | Description | |---------|-------------| | `chain_id` | EIP-155 chain identifier (e.g., 1=Ethereum, 8453=Base) | | `is_primary` | Whether this is the default wallet for its type | | `safe_creation_event_id` | Event ID for tracking async Safe deployment | | `nickname` | User-defined friendly name for the wallet | ## Filtering ``` GET /v0/wallets?chain_id=8453&is_eoa=true ``` | Parameter | Description | |-----------|-------------| | `chain_id` | Filter by blockchain | | `is_eoa` | Filter by wallet type (true=EOA, false=Safe). Narrows the list; it does not reintroduce addresses registered as Safe signers | ## Related Resources - [Wallet Assets](#tag/Wallet-Assets) - Asset balances per wallet - [Assets](#tag/Assets) - Supported currencies and tokens - [Transactions](#tag/Transactions) - Wallet transaction history - name: Wallet Assets description: | Asset balances and holdings within user wallets. ## Capabilities - **Balance Tracking** - Real-time asset balances per wallet - **Multi-Asset Support** - Native tokens, ERC-20s, and fiat equivalents - **Chain-Specific Data** - Balances scoped to specific blockchains ## Response Structure ```json { "wallet_id": 123, "assets": [ { "asset": { "symbol": "ETH", "name": "Ethereum", ... }, "balance": "1.5", "value_usd": "2734.50" } ], "_links": { ... } } ``` ## Key Concepts | Concept | Description | |---------|-------------| | `balance` | Raw balance in asset's base units (string for precision) | | `value_usd` | USD equivalent at current market price | | `decimals` | Asset's decimal precision for display formatting | ## Related Resources - [Wallets](#tag/Wallets) - Wallet management - [Assets](#tag/Assets) - Asset metadata and pricing - name: Assets description: > Supported currencies, tokens, and their market data. ## Capabilities - **Asset Registry** - All supported crypto and fiat currencies - **Price Feeds** - Current market prices with timestamps - **Metadata** - Symbol, name, decimals, contract addresses ## Asset Types | Type | Description | Examples | |------|-------------|----------| | `crypto` | Blockchain-native tokens | ETH, USDC, MATIC | | `fiat` | Traditional currencies | USD, EUR, GBP | ## Decimal Handling All amounts use string representation to preserve precision: | Asset | Decimals | Example | |-------|----------|---------| | ETH | 18 | `"1.500000000000000000"` | | USDC | 6 | `"100.000000"` | | USD | 2 | `"100.00"` | ## Filtering ``` GET /v0/assets?asset_type=crypto&chain_id=8453 ``` | Parameter | Description | |-----------|-------------| | `asset_type` | Filter by `crypto` or `fiat` | | `chain_id` | Filter by blockchain (crypto only) | | `symbol` | Search by ticker symbol | ## Related Resources - [Wallets](#tag/Wallets) - Wallet management - [Wallet Assets](#tag/Wallet-Assets) - Per-wallet balances - [Transactions](#tag/Transactions) - Transaction amounts use asset decimals - name: Bank Accounts description: > Linked bank account management for fiat on/off ramps. ## Capabilities - **Account Linking** - Connect external bank accounts via Open Banking - **Balance Access** - View linked account balances (where permitted) - **Transfer Support** - Enable bank-to-wallet and wallet-to-bank transfers ## Linking Flow ``` ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │ Initiate link │────►│ Open Banking │────►│ Account(s) │ │ │ │ OAuth consent │ │ linked │ └─────────────────┘ └─────────────────┘ └─────────────────┘ ``` ## Key Concepts | Concept | Description | |---------|-------------| | `institution_id` | Bank identifier from Open Banking provider | | `account_type` | Checking, savings, etc. | | `currency` | Account's native currency | ## Related Resources - [Open Banking](#tag/Open-Banking) - Institution connections - [Accounts](#tag/Accounts) - Unified account view - [Transactions](#tag/Transactions) - Bank transaction history - name: Accounts description: | Unified financial account aggregation across all sources. ## Capabilities - **Account Aggregation** - View all financial accounts in one place - **Balance Tracking** - Current balances across account types - **Source Attribution** - Distinguish crypto, bank, and card accounts ## Account Sources | Source | Description | |--------|-------------| | `crypto_wallet` | Blockchain wallets (EOA, Safe) | | `bank_account` | Linked bank accounts | | `card` | Sumvin virtual cards | ## Related Resources - [Wallets](#tag/Wallets) - Crypto wallet details - [Bank Accounts](#tag/Bank-Accounts) - Bank account details - [Cards](#tag/Cards) - Card account details - name: Open Banking description: > Open Banking institution connections and OAuth flows. ## Capabilities - **Institution Discovery** - Search supported banks and financial institutions - **OAuth Integration** - Secure account linking via bank's consent flow - **Connection Management** - View and revoke institution connections ## Connection Flow ``` ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │ Get link URL │────►│ User consent │────►│ Callback │ │ │ │ at bank site │ │ with code │ └─────────────────┘ └─────────────────┘ └────────┬────────┘ │ ▼ ┌─────────────────┐ │ Accounts synced │ └─────────────────┘ ``` ## Related Resources - [Bank Accounts](#tag/Bank-Accounts) - Linked account management - [Accounts](#tag/Accounts) - Unified account view - name: Cards description: > Virtual card issuance and lifecycle management. ## Capabilities - **Card Issuance** - Create virtual Visa/Mastercard cards - **Lifecycle Management** - Activate, freeze, unfreeze, and close cards - **Spending Controls** - Set transaction limits and merchant restrictions - **Card Details** - Retrieve PAN, CVV, expiry for payments ## Card States ``` ┌──────────┐ ┌──────────┐ ┌───────────┐ │ pending │────►│ active │────►│ suspended │ │ │ │ │◄────│ │ └──────────┘ └────┬─────┘ └───────────┘ │ ▼ ┌──────────┐ │ closed │ (terminal) └──────────┘ ``` ## Card Types | Type | Description | |------|-------------| | `virtual` | Digital-only card for online payments | | `physical` | Physical card (future support) | ## Spending Controls | Control | Description | |---------|-------------| | `daily_limit` | Maximum spend per day | | `monthly_limit` | Maximum spend per month | | `single_transaction_limit` | Maximum per transaction | | `allowed_mcc` | Allowed merchant category codes | | `blocked_mcc` | Blocked merchant category codes | ## Sensitive Data Card details (PAN, CVV) are returned only via dedicated secure endpoints with additional authentication. ## Related Resources - [Card Funding](#tag/Card-Funding) - Load funds to cards - [Transactions](#tag/Transactions) - Card transaction history - [Wallets](#tag/Wallets) - Funding source wallets - name: Card Funding description: | Fund virtual cards from crypto wallets or bank accounts. ## Capabilities - **Crypto Funding** - Load cards directly from crypto wallets - **Bank Funding** - Load cards from linked bank accounts - **Instant Loading** - Real-time balance updates ## Funding Flow ``` ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │ Select source │────►│ Confirm USD │────►│ Card balance │ │ wallet/bank │ │ amount │ │ updated │ └─────────────────┘ └─────────────────┘ └─────────────────┘ ``` ## Funding Sources | Source | Description | |--------|-------------| | `crypto_wallet` | Convert crypto to USD and load | | `bank_account` | ACH transfer from linked bank | ## Related Resources - [Cards](#tag/Cards) - Card management - [Wallets](#tag/Wallets) - Crypto funding sources - [Bank Accounts](#tag/Bank-Accounts) - Bank funding sources - name: Transactions description: > Unified transaction history across all financial sources. ## Capabilities - **Multi-Source History** - Crypto, card, and bank transactions in one feed - **Rich Filtering** - Filter by type, status, date, amount, category - **Metadata Aggregation** - Cashflow summaries and category breakdowns - **Pagination** - Efficient access to large transaction histories ## Transaction Types | Type | Description | |------|-------------| | `deposit` | Funds received | | `withdrawal` | Funds sent out | | `transfer` | Internal transfer between accounts | | `swap` | Crypto-to-crypto exchange | | `card_purchase` | Card payment at merchant | | `card_refund` | Merchant refund to card | | `on_ramp` | Fiat to crypto conversion | | `off_ramp` | Crypto to fiat conversion | | `bank_transfer` | Bank account transfer | | `direct_debit` | Recurring bank debit | | `standing_order` | Scheduled bank payment | | `bank_payment` | Outgoing bank payment | | `bank_refund` | Bank payment reversal | | `interest` | Interest earned | | `fee` | Service fee | ## Transaction Lifecycle ``` ┌──────────┐ ┌──────────┐ ┌──────────┐ │ pending │────►│processing│────►│completed │ └──────────┘ └────┬─────┘ └──────────┘ │ ▼ ┌──────────┐ │ failed │ └──────────┘ ``` ## Filtering & Pagination ``` GET /v0/transactions?type=card_purchase&status=completed&limit=50&offset=0 ``` | Parameter | Description | |-----------|-------------| | `type` | Transaction type filter | | `status` | Status filter | | `direction` | `in` or `out` | | `wallet_id` | Filter by wallet | | `card_id` | Filter by card | | `period_start` | Start date (epoch ms) | | `period_end` | End date (epoch ms) | | `amount_min` | Minimum amount | | `amount_max` | Maximum amount | | `category` | Spending category | ## Metadata Aggregation Add `?meta=true` to include: ```json { "meta": { "transaction_count": 150, "date_range": { "earliest": "...", "latest": "..." }, "cashflow": { "gross_in": "5000.00", "gross_out": "3200.00", "net": "1800.00" }, "categories": [ { "category": "restaurants", "total_amount": "450.00", "percentage_of_total": 14.1 } ] } } ``` ## Related Resources - [Wallets](#tag/Wallets) - Crypto transaction sources - [Cards](#tag/Cards) - Card transaction sources - [Budgets](#tag/Budgets) - Category-based spending limits - [Assets](#tag/Assets) - Transaction asset details - name: Budgets description: > Category-based spending budgets and tracking. ## Capabilities - **Category Budgets** - Set spending limits by category - **Period Tracking** - Weekly, monthly, or custom periods - **Progress Monitoring** - Track spending against budget limits - **Overspend Alerts** - Notifications when approaching or exceeding limits ## Budget Structure ```json { "id": 123, "category": "restaurants", "amount": "500.00", "currency": "USD", "period": "monthly", "spent": "342.50", "remaining": "157.50", "percentage_used": 68.5 } ``` ## Periods | Period | Description | |--------|-------------| | `weekly` | Resets every Monday | | `monthly` | Resets on the 1st | | `custom` | User-defined start/end dates | ## Categories Standard spending categories: | Category | Description | |----------|-------------| | `restaurants` | Dining and food delivery | | `groceries` | Supermarkets and food stores | | `transportation` | Rideshare, gas, public transit | | `entertainment` | Movies, games, streaming | | `shopping` | Retail and online shopping | | `utilities` | Bills and subscriptions | | `travel` | Hotels, flights, vacation | | `health` | Medical, pharmacy, fitness | | `other` | Uncategorized spending | ## Related Resources - [Transactions](#tag/Transactions) - Transaction categorization - [Insights](#tag/Insights) - Spending analysis and recommendations - name: Insights description: | AI-powered financial insights and spending analysis. ## Capabilities - **Spending Analysis** - Identify patterns and trends in spending - **Anomaly Detection** - Flag unusual transactions - **Recommendations** - Actionable suggestions for saving money - **Periodic Reports** - Weekly and monthly financial summaries ## Insight Types | Type | Description | |------|-------------| | `spending_spike` | Unusual increase in category spending | | `recurring_charge` | Detected subscription or recurring payment | | `saving_opportunity` | Potential way to reduce spending | | `budget_warning` | Approaching or exceeded budget | | `goal_progress` | Progress toward financial goals | ## Related Resources - [Transactions](#tag/Transactions) - Transaction data for analysis - [Budgets](#tag/Budgets) - Budget status insights - [Strategies](#tag/Strategies) - Automated responses to insights - name: Strategies description: > Available automation templates for financial management. ## Capabilities - **Strategy Catalog** - Browse available automation templates - **Parameter Definitions** - Understand required configuration - **Category Browsing** - Find strategies by use case ## Strategy Categories | Category | Description | Examples | |----------|-------------|----------| | `savings` | Automatic saving rules | Round-up, percentage save | | `investing` | Automated investing | DCA, rebalancing | | `spending` | Spending controls | Category limits, merchant blocks | | `alerts` | Notification triggers | Large transaction, low balance | ## Related Resources - [User Strategies](#tag/User-Strategies) - Configure strategies for your account - [Agent Tasks](#tag/Agent-Tasks) - View execution history - name: User Strategies description: | User-configured automation strategies. ## Capabilities - **Strategy Configuration** - Set up strategies with custom parameters - **Enable/Disable** - Toggle strategies without deleting configuration - **Parameter Updates** - Modify strategy settings ## Configuration Flow ``` ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │ Browse catalog │────►│ Configure │────►│ Enable & │ │ (Strategies) │ │ parameters │ │ start running │ └─────────────────┘ └─────────────────┘ └─────────────────┘ ``` ## Strategy States | State | Description | |-------|-------------| | `enabled` | Actively running | | `disabled` | Configured but paused | | `error` | Failed, needs attention | ## Related Resources - [Strategies](#tag/Strategies) - Available templates - [Agent Tasks](#tag/Agent-Tasks) - Execution history - name: Agent Tasks description: | Agent task execution history and results. ## Capabilities - **Execution History** - View all agent tasks - **Task Details** - See inputs, outputs, and any errors - **Manual Triggers** - Force immediate strategy execution - **Filtering** - Find tasks by strategy, status, or date ## Task Lifecycle ``` ┌────────┐ ┌────────┐ ┌─────────┐ ┌──────────┐ │ queued │────►│ next │────►│ running │────►│ completed│ └────────┘ └────────┘ └────┬────┘ └──────────┘ │ ┌───────────┼───────────┐ ▼ ▼ ┌──────────┐ ┌───────────┐ │ failed │ │ cancelled │ └──────────┘ └───────────┘ ``` ## Task Statuses | Status | Description | |--------|-------------| | `queued` | Created, waiting to be scheduled | | `next` | Promoted to next slot, about to run | | `running` | Currently executing | | `completed` | Finished successfully | | `failed` | Encountered an error | | `cancelled` | Cancelled before completion | ## Related Resources - [User Strategies](#tag/User-Strategies) - Strategy configuration - [Strategies](#tag/Strategies) - Strategy definitions - name: Chat description: | Conversational AI interface for financial management. ## Capabilities - **Natural Language** - Interact with your finances conversationally - **Session Management** - Maintain conversation context - **Tool Integration** - AI can execute actions on your behalf - **History Access** - Review past conversations ## Session Flow ``` ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │ Create session │────►│ Send messages │────►│ AI responds │ │ │ │ │◄────│ (may use tools)│ └─────────────────┘ └─────────────────┘ └─────────────────┘ ``` ## Message Types | Type | Description | |------|-------------| | `user` | Message from the user | | `assistant` | Response from AI | | `tool_call` | AI requesting to execute an action | | `tool_result` | Result of tool execution | ## Related Resources - [Agent](#tag/Agent) - Agent authentication - [Widgets](#tag/Widgets) - Embeddable chat components - name: Widgets description: | Embeddable UI components for external integration. ## Capabilities - **Widget Configuration** - Customize appearance and behavior - **Embed Codes** - Get HTML/JS snippets for embedding - **Data Binding** - Connect widgets to user data ## Widget Types | Type | Description | |------|-------------| | `balance` | Display account balances | | `transactions` | Transaction list or feed | | `chat` | Conversational interface | | `budget` | Budget progress visualization | ## Related Resources - [Chat](#tag/Chat) - Chat widget backend - [Transactions](#tag/Transactions) - Transaction widget data - name: Connectors description: > Available external service integrations. ## Capabilities - **Connector Catalog** - Browse available integrations - **Capability Discovery** - Understand what each connector provides - **Authentication Requirements** - Know what's needed to connect ## Connector Types | Type | Description | |------|-------------| | `exchange` | Crypto exchanges (Coinbase, Binance) | | `bank` | Banking integrations | | `accounting` | Accounting software | | `tax` | Tax reporting services | ## Related Resources - [User Connectors](#tag/User-Connectors) - Connect services to your account - name: User Connectors description: | User's active external service connections. ## Capabilities - **Connection Management** - Add and remove integrations - **OAuth Flows** - Secure authorization with external services - **Sync Status** - Monitor data synchronization - **Credential Updates** - Refresh expired authorizations ## Connection Flow ``` ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │ Select connector│────►│ OAuth flow │────►│ Connected & │ │ from catalog │ │ with service │ │ syncing │ └─────────────────┘ └─────────────────┘ └─────────────────┘ ``` ## Connection States | State | Description | |-------|-------------| | `connected` | Active and syncing | | `disconnected` | Removed by user | | `error` | Authorization expired or failed | ## Related Resources - [Connectors](#tag/Connectors) - Available integrations - name: User Rules description: | Custom automation rules with trigger conditions. ## Capabilities - **Rule Creation** - Define custom automation logic - **Trigger Conditions** - Set when rules should execute - **Action Configuration** - Define what happens when triggered - **Rule Management** - Enable, disable, and edit rules ## Rule Structure ``` WHEN [trigger condition] THEN [action] ``` ## Trigger Types | Trigger | Description | |---------|-------------| | `transaction_received` | New incoming transaction | | `balance_threshold` | Balance crosses amount | | `time_based` | Scheduled execution | | `price_alert` | Asset price condition | ## Action Types | Action | Description | |--------|-------------| | `transfer` | Move funds between accounts | | `notification` | Send alert to user | | `strategy_trigger` | Execute a strategy | ## Related Resources - [Strategies](#tag/Strategies) - Pre-built automation templates - [User Strategies](#tag/User-Strategies) - Active automations - name: Agent description: | Agent authentication tokens for AI-powered operations. ## Capabilities - **Token Generation** - Create scoped access tokens for agents - **Scope Control** - Limit agent capabilities - **Token Rotation** - Refresh tokens securely ## Token Scopes | Scope | Description | |-------|-------------| | `read:transactions` | View transaction history | | `read:balances` | View account balances | | `write:transfers` | Execute transfers | | `write:strategies` | Manage strategies | ## Usage Include agent token in requests: ``` x-sumvin-token: ``` ## Related Resources - [Chat](#tag/Chat) - Conversational AI interface - [Strategies](#tag/Strategies) - Agent-executable automations - name: Webhooks description: > Incoming webhook handlers for third-party provider integrations. ## Overview These endpoints receive event notifications FROM external providers (Sumsub, Meld) and process them to update user state. They are NOT for developers to subscribe to - they are internal integration endpoints. ## Supported Providers | Provider | Endpoint | Purpose | |----------|----------|---------| | **Sumsub** | `POST /v0/webhooks/kyc/sumsub/events` | KYC verification status updates | | **Meld** | `POST /v0/webhooks/meld/events` | Bank-linking and crypto on/off-ramp events | ## Sumsub Webhook Events KYC status changes are received from Sumsub and update user verification status: | Sumsub Event | Result | |--------------|--------| | `applicantReviewed` (GREEN) | User approved, status → `approved` | | `applicantReviewed` (RED) | User rejected, status → `rejected` | | `applicantPending` | Additional review needed, status → `retry` | ## Security Both endpoints validate incoming requests using provider-specific signature verification before processing. ## Future: Outgoing Webhooks Developer-facing outgoing webhooks (event subscriptions for your applications) are planned but not yet implemented. ## Related Resources - [KYC](#tag/KYC) - KYC verification flow - [Open Banking](#tag/Open-Banking) - Bank connection management - name: Health description: | System health checks and service status. ## Capabilities - **Liveness Check** - Verify API is responding - **Readiness Check** - Verify all dependencies are available - **Service Status** - Individual component health ## Endpoints | Endpoint | Purpose | |----------|---------| | `GET /health` | Quick liveness check (returns 200 if alive) | ## Response Codes | Code | Meaning | |------|---------| | `200` | Service healthy and ready | | `503` | Service degraded or dependencies unavailable | ## Usage Use for: - Load balancer health checks - Kubernetes liveness/readiness probes - Monitoring and alerting - name: AgentTool description: > Endpoints designed for AI agent consumption. ## Overview Endpoints tagged with `AgentTool` are optimized for programmatic access by AI agents. They typically: - Return structured data suitable for LLM processing - Include clear field descriptions - Support filtering for focused queries - Are read-heavy (prefer GET operations) ## Usage Pattern AI agents should: 1. Authenticate with an agent token (see [Agent](#tag/Agent)) 2. Use these endpoints to gather information 3. Present findings to users or execute follow-up actions ## Available Operations AgentTool-tagged operations span multiple resources: - **Wallets** - List and retrieve wallet details - **Transactions** - Query transaction history - **Cards** - Card information and management - **Budgets** - Budget status and tracking - **Accounts** - Account balances and details - **Agent Tasks** - Automation execution status ## Related Resources - [Agent](#tag/Agent) - Token management for agents - [Chat](#tag/Chat) - Conversational interface using these tools paths: /v0/transactions/: get: tags: - Transactions - AgentTool summary: List user transactions description: >- Retrieve a paginated list of transactions across all funding sources (wallets, bank accounts, cards). **Filtering:** - Filter by `source` to show only crypto, bank, or card transactions - Filter by `type` for specific transaction types (deposit, withdrawal, card_purchase, etc.) - Filter by `status` to find pending, completed, or failed transactions - Filter by `direction` to separate incoming (in) vs outgoing (out) transactions - Filter by `category` for card/bank transactions (comma-separated for OR logic) - Use `amount_min`/`amount_max` for amount range filtering - Use `from_date`/`to_date` for date range filtering (epoch ms or YYYY-MM-DD) **Metadata:** Set `meta=true` to include aggregate statistics: transaction count, date range, gross in/out cashflow, and category breakdown with percentages. **Pagination:** Default limit is 50 (max 100). Use `offset` for cursor-based pagination. Response includes pagination links in `_links`. operationId: list_transactions_v0_transactions__get parameters: - name: source in: query required: false schema: anyOf: - $ref: '#/components/schemas/TransactionSource' - type: 'null' description: Filter by transaction source title: Source description: Filter by transaction source - name: account_id in: query required: false schema: anyOf: - type: string - type: 'null' description: Filter by account ID title: Account Id description: Filter by account ID - name: wallet_id in: query required: false schema: anyOf: - type: string - type: 'null' description: Filter by wallet id title: Wallet Id description: Filter by wallet id - name: card_id in: query required: false schema: anyOf: - type: string - type: 'null' description: Filter by card id title: Card Id description: Filter by card id - name: type in: query required: false schema: anyOf: - $ref: '#/components/schemas/TransactionType' - type: 'null' description: Filter by transaction type title: Type description: Filter by transaction type - name: status in: query required: false schema: anyOf: - $ref: '#/components/schemas/TransactionStatus' - type: 'null' description: Filter by transaction status title: Status description: Filter by transaction status - name: direction in: query required: false schema: anyOf: - $ref: '#/components/schemas/TransactionDirection' - type: 'null' description: Filter by transaction direction title: Direction description: Filter by transaction direction - name: category in: query required: false schema: anyOf: - type: string - type: 'null' description: >- Filter by category. Comma-separated for OR logic (e.g., 'groceries,restaurants,coffee') title: Category description: >- Filter by category. Comma-separated for OR logic (e.g., 'groceries,restaurants,coffee') - name: merchant_name in: query required: false schema: anyOf: - type: string - type: 'null' description: Filter by merchant name (case-insensitive partial match) title: Merchant Name description: Filter by merchant name (case-insensitive partial match) - name: merchant_category_code in: query required: false schema: anyOf: - type: string - type: 'null' description: Filter by merchant category code (4-digit MCC) title: Merchant Category Code description: Filter by merchant category code (4-digit MCC) - name: amount_min in: query required: false schema: anyOf: - type: number - type: string pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d*$ - type: 'null' description: Filter transactions with amount >= this value title: Amount Min description: Filter transactions with amount >= this value - name: amount_max in: query required: false schema: anyOf: - type: number - type: string pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d*$ - type: 'null' description: Filter transactions with amount <= this value title: Amount Max description: Filter transactions with amount <= this value - name: from_date in: query required: false schema: anyOf: - type: string - type: 'null' description: >- Filter transactions on or after this date. Accepts epoch ms or YYYY-MM-DD title: From Date description: >- Filter transactions on or after this date. Accepts epoch ms or YYYY-MM-DD - name: to_date in: query required: false schema: anyOf: - type: string - type: 'null' description: >- Filter transactions on or before this date. Accepts epoch ms or YYYY-MM-DD title: To Date description: >- Filter transactions on or before this date. Accepts epoch ms or YYYY-MM-DD - name: offset in: query required: false schema: type: integer minimum: 0 description: Pagination offset default: 0 title: Offset description: Pagination offset - name: limit in: query required: false schema: type: integer maximum: 100 minimum: 1 description: Pagination limit default: 50 title: Limit description: Pagination limit - name: meta in: query required: false schema: type: boolean description: Include meta statistics about returned transactions default: false title: Meta description: Include meta statistics about returned transactions - name: x-juno-orgid in: header required: false schema: anyOf: - type: string - type: 'null' description: Tenant org ID for multi-tenant auth title: X-Juno-Orgid description: Tenant org ID for multi-tenant auth - name: x-sumvin-token in: header required: false schema: anyOf: - type: string - type: 'null' title: X-Sumvin-Token - name: x-sumvin-pat in: header required: false schema: anyOf: - type: string - type: 'null' title: X-Sumvin-Pat - name: x-juno-jwt in: header required: false schema: anyOf: - type: string - type: 'null' title: X-Juno-Jwt - $ref: '#/components/parameters/XTimestampFormat' responses: '200': description: Transactions retrieved successfully content: application/json: schema: $ref: >- #/components/schemas/sumvin__router__transaction__response_models__TransactionListResponse '400': description: Invalid query parameters content: application/json: schema: $ref: '#/components/schemas/QueryValidationProblemDetail' '401': description: Unauthorized content: application/json: schema: $ref: '#/components/schemas/ProblemDetail' '403': description: Forbidden content: application/json: schema: $ref: '#/components/schemas/ProblemDetail' '422': description: Validation Error content: application/json: schema: $ref: '#/components/schemas/HTTPValidationError' '424': description: Failed Dependency content: application/json: schema: $ref: '#/components/schemas/ProblemDetail' security: - JunoJWT: [] - PintBearer: [] - SumvinPAT: [] components: schemas: TransactionSource: type: string enum: - crypto_wallet - bank_account - card title: TransactionSource description: >- Origin system for a transaction. Used to filter transactions by funding source. - `crypto_wallet` - On-chain transaction from user's EOA or Safe wallet - `bank_account` - ACH/wire transfer from linked bank account - `card` - Debit card purchase or refund TransactionType: type: string enum: - deposit - withdrawal - transfer - swap - card_purchase - card_refund - on_ramp - off_ramp - bank_transfer - direct_debit - standing_order - bank_payment - bank_refund - interest - fee title: TransactionType description: >- Classification of financial transaction types. **Crypto/Wallet transactions:** - `deposit` - Incoming transfer to user's wallet from external source - `withdrawal` - Outgoing transfer from user's wallet to external address - `transfer` - Internal movement between user's own wallets - `swap` - Token exchange (e.g., ETH → USDC) - `on_ramp` - Fiat-to-crypto conversion via exchange/provider - `off_ramp` - Crypto-to-fiat conversion via exchange/provider **Card transactions:** - `card_purchase` - Debit card spend at merchant - `card_refund` - Merchant-initiated refund to card **Bank account transactions:** - `bank_transfer` - ACH/wire transfer between accounts - `direct_debit` - Recurring automated payment (bills, subscriptions) - `standing_order` - Scheduled fixed payment - `bank_payment` - One-time outgoing payment - `bank_refund` - Return of funds to bank account - `interest` - Interest credit on savings/checking account - `fee` - Bank service charge or maintenance fee TransactionStatus: type: string enum: - pending - processing - completed - failed - cancelled title: TransactionStatus description: >- Lifecycle state of a transaction. **State progression:** `pending` → `processing` → `completed` | `failed` | `cancelled` - `pending` - Transaction created but not yet submitted for processing - `processing` - Submitted to network/provider, awaiting confirmation - `completed` - Successfully finalized (on-chain confirmed or bank settled) - `failed` - Transaction rejected or reverted (check error details) - `cancelled` - User or system cancelled before completion TransactionDirection: type: string enum: - in - out title: TransactionDirection description: |- Direction of fund flow relative to user's account. - `in` - Funds entering user's account (credits, deposits, refunds) - `out` - Funds leaving user's account (debits, payments, withdrawals) sumvin__router__transaction__response_models__TransactionListResponse: properties: _links: $ref: '#/components/schemas/PaginationLinks' description: HAL-style hypermedia links for navigation. transactions: items: $ref: >- #/components/schemas/sumvin__router__transaction__response_models__TransactionData type: array title: Transactions description: List of transactions total: type: integer title: Total description: Total number of transactions matching filters offset: type: integer title: Offset description: Current pagination offset limit: type: integer title: Limit description: Maximum results per page meta: anyOf: - $ref: '#/components/schemas/TransactionMeta' - type: 'null' description: Aggregate statistics (only present when meta=true) type: object required: - _links - transactions - total - offset - limit title: TransactionListResponse description: Paginated list of transactions with optional metadata. example: _links: first: href: /v0/transactions?offset=0&limit=20 self: href: /v0/transactions?offset=0&limit=20 limit: 20 offset: 0 total: 1 transactions: - amount: '42.50' asset: asset_type: fiat decimals: 2 name: US Dollar symbol: USD category: groceries created_at: 1704067200000 direction: out id: txn_a1b2c3d4e5f6 merchant_name: Whole Foods Market source: card status: completed type: card_purchase updated_at: 1704067200000 QueryValidationProblemDetail: properties: type: type: string title: Type description: >- URI reference identifying the problem type. Format: https://api.sumvin.com/errors/{error_code} title: type: string title: Title description: >- Short, human-readable summary of the problem type. Does not change between occurrences. status: type: integer title: Status description: HTTP status code for this error response. detail: type: string title: Detail description: >- Human-readable explanation specific to this occurrence of the problem. instance: type: string title: Instance description: >- URI reference identifying the specific occurrence (typically the request path). error_code: $ref: '#/components/schemas/APIErrorCode' description: >- Machine-readable error code for programmatic handling. Format: {DOMAIN}-{STATUS}-{SEQUENCE} trace_id: anyOf: - type: string - type: 'null' title: Trace Id description: >- Correlation ID for tracing this request. Include when contacting support. invalid_params: items: $ref: '#/components/schemas/InvalidParam' type: array title: Invalid Params description: >- List of invalid parameters with details about each validation failure. default: [] docs_url: anyOf: - type: string - type: 'null' title: Docs Url description: Link to documentation for this endpoint's query parameters. type: object required: - type - title - status - detail - instance - error_code title: QueryValidationProblemDetail description: |- Extended problem detail for query parameter validation errors. Includes detailed information about each invalid parameter to help clients construct valid requests. example: detail: No wallet found with ID 12345 for this user. error_code: WAL-404-001 instance: /v0/wallets/12345 status: 404 title: Wallet Not Found trace_id: abc123-def456-ghi789 type: https://api.sumvin.com/errors/wal-404-001 ProblemDetail: properties: type: type: string title: Type description: >- URI reference identifying the problem type. Format: https://api.sumvin.com/errors/{error_code} title: type: string title: Title description: >- Short, human-readable summary of the problem type. Does not change between occurrences. status: type: integer title: Status description: HTTP status code for this error response. detail: type: string title: Detail description: >- Human-readable explanation specific to this occurrence of the problem. instance: type: string title: Instance description: >- URI reference identifying the specific occurrence (typically the request path). error_code: $ref: '#/components/schemas/APIErrorCode' description: >- Machine-readable error code for programmatic handling. Format: {DOMAIN}-{STATUS}-{SEQUENCE} trace_id: anyOf: - type: string - type: 'null' title: Trace Id description: >- Correlation ID for tracing this request. Include when contacting support. type: object required: - type - title - status - detail - instance - error_code title: ProblemDetail description: >- RFC 7807 Problem Details response for API errors. All error responses follow this standard format, enabling consistent error handling across different clients. The `error_code` field provides a machine-readable identifier for programmatic error handling, while `detail` provides human-readable context. Error codes follow the pattern `{DOMAIN}-{HTTP_STATUS}-{SEQUENCE}`. Domain prefixes in use today: ACC (account), AGT (agent token), ALC (Alchemy webhook), AST (asset), BNK (bank), BUD (budget), CALLER (request credentials), CHA (chat attachment), CHT (chat session), CLI (command-line sign-in & personal access tokens), CON (connector), CRD (card), DMO (built-in card), DYN (Dynamic credential), FAC (facilitator), GATE (feature gate), GEN (general validation), HEALTH (health check), IDT (identity token), INS (insight), IPA (intelligent purchase authorization), KYC (KYC/verification), MLD (MELD), MRC (merchant search), OBK (open banking), ONB (onboarding), ORG (organisation), PAY (payment link), PFP (profile picture), PHONE (phone verification), PINT (payment intent token), PRV (provider), RCT (receipt), RMP (ramp), RPC (RPC usage), RUL (rule), RUN (strategy run), SAF (Safe smart contract), SGN (signer setup), SIS (Sumvin Integration Services), SIW (Sign-In With Ethereum), SRI (Sumvin Resource Identifier), STR (strategy), STS (user status), SYS (system), TAP (Trusted Agent Protocol), TOL (tool), TXN (transaction), UCO (user connector), USR (user), UST (user strategy), VIC (Visa checkout), WAL (wallet), WID (widget). See the Error Reference section for a complete list of error codes and recovery actions. example: detail: No wallet found with ID 12345 for this user. error_code: WAL-404-001 instance: /v0/wallets/12345 status: 404 title: Wallet Not Found trace_id: abc123-def456-ghi789 type: https://api.sumvin.com/errors/wal-404-001 HTTPValidationError: properties: detail: items: $ref: '#/components/schemas/ValidationError' type: array title: Detail type: object title: HTTPValidationError PaginationLinks: properties: self: $ref: '#/components/schemas/Link' description: URL to the current resource. first: anyOf: - $ref: '#/components/schemas/Link' - type: 'null' description: First page of results. prev: anyOf: - $ref: '#/components/schemas/Link' - type: 'null' description: Previous page (if not first). next: anyOf: - $ref: '#/components/schemas/Link' - type: 'null' description: Next page (if more results). last: anyOf: - $ref: '#/components/schemas/Link' - type: 'null' description: Last page of results. additionalProperties: true type: object required: - self title: PaginationLinks description: Links for paginated list responses. sumvin__router__transaction__response_models__TransactionData: properties: id: type: string title: Id description: Unique transaction identifier type: type: string title: Type description: Transaction type (deposit, withdrawal, card_purchase, etc.) status: type: string title: Status description: Transaction status (pending, processing, completed, failed) direction: type: string title: Direction description: Fund flow direction relative to user (in, out) source: anyOf: - type: string - type: 'null' title: Source description: Funding source (crypto_wallet, bank_account, card) amount: type: string pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d*$ title: Amount description: Transaction amount in asset's base units asset: anyOf: - $ref: '#/components/schemas/AssetData' - type: 'null' description: Asset involved in the transaction, when known wallet: anyOf: - $ref: '#/components/schemas/WalletDataBase' - type: 'null' description: Wallet for crypto transactions account: anyOf: - $ref: >- #/components/schemas/sumvin__router__transaction__response_models__AccountData - type: 'null' description: Bank account for bank transactions card: anyOf: - $ref: >- #/components/schemas/sumvin__router__transaction__response_models__CardData - type: 'null' description: Card for card transactions tx_hash: anyOf: - type: string - type: 'null' title: Tx Hash description: On-chain transaction hash (crypto only) merchant_name: anyOf: - type: string - type: 'null' title: Merchant Name description: Merchant name (card/bank transactions) merchant_logo_url: anyOf: - type: string - type: 'null' title: Merchant Logo Url merchant_category_code: anyOf: - type: string - type: 'null' title: Merchant Category Code description: 4-digit ISO 18245 merchant category code category: anyOf: - type: string - type: 'null' title: Category description: Spending category (restaurants, groceries, etc.) processor_reference: anyOf: - type: string - type: 'null' title: Processor Reference description: External processor transaction reference created_at: type: integer title: Created At description: Transaction creation timestamp (epoch ms) updated_at: type: integer title: Updated At description: Last update timestamp (epoch ms) type: object required: - id - type - status - direction - amount - created_at - updated_at title: TransactionData description: Transaction summary for list responses. TransactionMeta: properties: transaction_count: type: integer title: Transaction Count description: Total number of transactions in result set date_range: anyOf: - $ref: '#/components/schemas/DateRange' - type: 'null' description: Date range of transactions (null if empty result) cashflow: $ref: '#/components/schemas/CashflowSummary' description: Aggregate cashflow statistics categories: items: $ref: '#/components/schemas/CategoryBreakdown' type: array title: Categories description: Spending breakdown by category, sorted by total_amount descending type: object required: - transaction_count - cashflow - categories title: TransactionMeta description: Aggregate metadata for transaction list when meta=true. APIErrorCode: type: string enum: - USR-208-001 - USR-404-001 - USR-401-001 - USR-401-002 - USR-400-001 - USR-424-001 - USR-409-002 - USR-400-002 - USR-404-002 - USR-429-001 - PFP-400-001 - PFP-400-002 - PFP-500-001 - PFP-500-002 - PFP-404-001 - PFP-429-001 - WAL-404-001 - WAL-409-001 - WAL-403-001 - WAL-403-002 - WAL-400-001 - WAL-400-002 - WAL-403-003 - WAL-403-004 - WAL-400-003 - WAL-400-004 - WAL-400-005 - WAL-400-006 - WAL-400-007 - WAL-409-002 - WAL-403-005 - WAL-403-006 - KYC-400-001 - KYC-400-002 - KYC-500-001 - KYC-403-001 - KYC-403-002 - KYC-401-001 - KYC-500-002 - KYC-502-001 - KYC-404-001 - KYC-500-003 - KYC-500-004 - KYC-409-001 - KYC-502-002 - KYC-401-002 - KYC-502-003 - KYC-400-003 - KYC-409-002 - KYC-501-001 - KYC-502-004 - KYC-400-004 - KYC-409-003 - KYC-409-004 - KYC-400-005 - KYC-404-002 - KYC-409-005 - KYC-409-006 - KYC-403-003 - KYC-410-001 - KYC-429-001 - KYC-503-001 - KYC-422-001 - SAF-202-001 - SAF-500-001 - SAF-502-001 - SAF-400-001 - SAF-400-002 - SAF-404-001 - SAF-424-001 - SAF-403-001 - SAF-400-003 - SAF-429-001 - SAF-404-002 - SAF-404-003 - SAF-424-002 - SAF-424-003 - SAF-424-004 - IDT-424-001 - SAF-400-004 - SAF-400-005 - SAF-502-002 - SAF-502-003 - SAF-502-004 - SAF-502-005 - SAF-409-001 - SAF-503-005 - SAF-400-006 - SAF-400-007 - SAF-400-008 - SAF-502-006 - SAF-400-009 - SAF-400-010 - SAF-400-011 - SAF-400-012 - SAF-400-013 - SAF-400-014 - SAF-400-015 - SAF-409-002 - SAF-502-007 - SAF-400-016 - SAF-503-001 - SAF-503-002 - SAF-503-003 - SAF-503-004 - SGN-404-001 - SGN-404-002 - SGN-422-001 - SGN-500-001 - SGN-500-002 - SGN-502-001 - SGN-502-002 - SGN-502-003 - SGN-502-004 - SGN-409-001 - SGN-429-001 - SGN-403-001 - SGN-403-002 - SGN-422-002 - SGN-422-003 - SGN-424-001 - SGN-424-002 - SGN-502-005 - SGN-502-006 - SGN-502-007 - SGN-503-001 - SGN-500-003 - HEALTH-401-001 - STS-400-001 - STS-404-001 - STS-403-001 - STS-403-002 - ONB-409-001 - ONB-202-001 - PHONE-409-001 - PHONE-400-001 - PHONE-422-002 - PHONE-400-003 - PHONE-429-001 - PHONE-429-002 - PHONE-409-002 - PHONE-502-001 - PHONE-403-001 - STR-404-001 - STR-409-001 - STR-400-001 - CON-404-001 - CON-409-001 - CON-401-001 - CON-400-001 - UST-404-001 - UST-403-001 - UST-400-001 - UST-409-001 - UST-503-001 - UCO-404-001 - UCO-403-001 - TOL-404-001 - RUL-404-001 - RUL-403-001 - RUL-400-001 - RUN-404-001 - RUN-403-001 - RUN-409-001 - RUN-400-001 - RUN-400-002 - RUN-404-002 - RUN-409-002 - RUN-409-003 - RUN-208-001 - RUN-400-003 - RUN-408-001 - ACC-404-001 - ACC-409-001 - ACC-403-001 - ACC-400-001 - ACC-400-002 - ACC-502-001 - ACC-403-002 - OBK-401-001 - OBK-400-001 - OBK-502-001 - TXN-404-001 - TXN-403-001 - TXN-500-001 - TXN-400-001 - TXN-400-002 - TXN-409-001 - TXN-409-002 - TXN-409-003 - TXN-422-001 - RCT-400-001 - RCT-400-002 - RCT-500-001 - RCT-404-001 - RCT-500-002 - RCT-500-003 - RCT-429-001 - INS-404-001 - INS-403-001 - INS-409-001 - INS-400-001 - INS-500-002 - INS-500-003 - INS-503-001 - CRD-404-001 - CRD-403-001 - CRD-404-002 - CRD-400-001 - CRD-403-002 - CRD-401-001 - CRD-404-003 - CRD-409-001 - CRD-502-001 - BUD-404-001 - BUD-403-001 - BUD-409-001 - BUD-400-001 - BUD-400-002 - BUD-400-003 - BUD-400-004 - BUD-400-005 - BUD-403-002 - BUD-500-001 - BUD-429-001 - CHT-404-001 - CHT-403-001 - CHT-404-002 - CHT-409-001 - CHT-400-001 - CHA-415-001 - CHA-413-001 - CHA-500-001 - CHA-429-001 - AGT-401-001 - AGT-401-002 - AGT-401-003 - AGT-401-004 - AGT-401-005 - AGT-403-001 - AGT-403-002 - AGT-404-001 - AGT-404-002 - AGT-429-001 - AST-404-001 - AST-502-001 - AST-400-001 - BNK-500-001 - BNK-400-001 - BNK-404-001 - BNK-403-001 - BNK-409-001 - BNK-400-002 - BNK-202-001 - BNK-400-003 - BNK-400-004 - BNK-502-001 - BNK-410-001 - BNK-403-002 - BNK-400-005 - BNK-400-006 - BNK-404-002 - BNK-403-003 - BNK-422-001 - WID-404-001 - WID-403-001 - WID-400-001 - WID-400-002 - GATE-403-001 - GATE-429-001 - GATE-503-001 - SIS-401-001 - SIS-401-002 - SIS-404-001 - SIS-403-001 - SIS-403-002 - SIS-403-003 - SIS-404-002 - SIS-403-004 - SIS-403-005 - SIS-403-006 - SIS-409-001 - SIS-409-002 - SIS-404-003 - SIS-502-001 - SIS-502-002 - SIS-502-003 - SIS-401-003 - SIS-409-003 - SIS-502-004 - SIS-502-005 - SIS-409-004 - SIS-409-005 - SIS-400-001 - ORG-401-001 - ORG-503-001 - SIS-404-004 - SIS-409-006 - SIS-422-002 - SIS-404-005 - SIS-422-003 - SIS-404-006 - SIS-404-007 - SIS-422-004 - SIS-409-008 - SIS-404-008 - SIS-409-007 - SIS-422-005 - SIS-422-006 - SIS-422-007 - SIS-502-006 - PINT-400-001 - PINT-400-002 - PINT-400-003 - PINT-400-004 - PINT-400-005 - PINT-400-006 - PINT-400-007 - PINT-401-001 - PINT-401-002 - PINT-401-005 - PINT-401-007 - PINT-401-008 - PINT-401-009 - PINT-403-001 - PINT-403-002 - PINT-404-001 - PINT-409-001 - PINT-409-002 - PINT-409-003 - PINT-409-004 - PINT-409-005 - PINT-410-001 - PINT-410-002 - PINT-424-001 - PINT-424-002 - PINT-424-003 - PINT-424-004 - PINT-424-005 - PINT-424-006 - PINT-424-007 - PINT-424-008 - PINT-429-001 - PINT-401-003 - PINT-401-004 - PINT-401-006 - PINT-403-003 - PINT-403-004 - PINT-403-005 - PINT-403-006 - PINT-403-007 - PINT-403-008 - PINT-403-009 - PINT-409-006 - PINT-422-001 - PINT-422-002 - PINT-422-003 - PINT-422-004 - PINT-422-005 - PINT-422-006 - PINT-500-001 - PAY-404-001 - PAY-403-001 - PAY-409-001 - PAY-409-002 - PAY-409-003 - PAY-410-001 - PAY-422-001 - PAY-422-002 - PAY-400-003 - PAY-400-004 - PAY-400-005 - PAY-400-006 - PAY-422-003 - PAY-501-001 - PAY-502-001 - PAY-504-001 - FAC-400-001 - FAC-400-002 - FAC-400-003 - FAC-400-004 - FAC-400-005 - FAC-409-001 - FAC-422-001 - FAC-422-002 - FAC-422-003 - FAC-502-001 - FAC-502-002 - FAC-503-001 - SRI-400-001 - SRI-400-002 - SRI-404-001 - SRI-400-003 - SIW-401-001 - SIW-401-002 - SIW-401-003 - SIW-401-004 - SIW-401-005 - SIW-401-006 - SIW-400-001 - SIW-400-002 - SIW-502-001 - SIW-429-001 - SIW-429-002 - SIW-404-001 - SIW-404-002 - SIW-401-007 - SIW-401-008 - SIW-401-009 - SIW-401-010 - IPA-404-001 - IPA-400-001 - IPA-400-002 - IPA-409-001 - IPA-403-001 - IPA-403-002 - IPA-401-001 - IPA-401-002 - IPA-401-003 - IPA-401-004 - IPA-409-002 - IPA-409-003 - IPA-422-001 - IPA-424-001 - IPA-409-004 - IPA-409-005 - IPA-422-002 - IPA-424-002 - IPA-409-006 - ALC-401-001 - ALC-400-001 - MLD-401-001 - MLD-502-001 - RMP-400-001 - RMP-400-002 - RMP-400-003 - RMP-400-004 - RMP-403-001 - RMP-403-002 - RMP-404-001 - RMP-502-001 - ONB-400-001 - ONB-400-002 - ONB-400-003 - ONB-400-004 - ONB-409-003 - ONB-409-002 - PRV-404-001 - MRC-404-001 - MRC-400-001 - MRC-401-001 - MRC-403-001 - MRC-503-001 - RPC-400-001 - RPC-404-002 - RPC-402-001 - RPC-404-001 - RPC-400-002 - RPC-502-001 - RPC-409-001 - RPC-409-002 - RPC-409-003 - RPC-401-001 - RPC-403-001 - CLI-400-001 - CLI-401-001 - CLI-401-002 - CLI-401-003 - CLI-401-004 - CLI-403-001 - CLI-404-001 - CLI-409-001 - CLI-410-001 - CLI-503-001 - CALLER-400-001 - CALLER-403-001 - CALLER-503-001 - DMO-403-001 - VIC-404-001 - VIC-409-001 - VIC-409-002 - VIC-409-003 - VIC-502-001 - VIC-502-002 - VIC-502-003 - VIC-502-004 - VIC-502-005 - VIC-503-001 - TAP-503-001 - TAP-502-001 - GEN-400-001 - SYS-500-001 title: APIErrorCode InvalidParam: properties: name: type: string title: Name description: Name of the invalid parameter. reason: type: string title: Reason description: Explanation of why the parameter is invalid. provided: anyOf: - type: string - type: 'null' title: Provided description: The value that was provided (if any). valid_example: anyOf: - type: string - type: 'null' title: Valid Example description: Example of a valid value for this parameter. type: object required: - name - reason title: InvalidParam description: Details about a single invalid query parameter. ValidationError: properties: loc: items: anyOf: - type: string - type: integer type: array title: Location msg: type: string title: Message type: type: string title: Error Type input: title: Input ctx: type: object title: Context type: object required: - loc - msg - type title: ValidationError Link: properties: href: type: string title: Href description: URL to the linked resource or action endpoint. method: type: string title: Method description: >- HTTP method to use when following this link. GET for navigation, POST/PUT/DELETE for actions. default: GET templated: type: boolean title: Templated description: >- If true, href contains URI template variables (e.g., {id}) that must be substituted. default: false description: anyOf: - type: string - type: 'null' title: Description description: Human-readable description of what this link does. type: object required: - href title: Link description: >- HAL-style hypermedia link for resource navigation and actions. Links enable clients to discover available actions and navigate related resources without hardcoding URLs. Action links include the HTTP method to use. AssetData: properties: symbol: type: string title: Symbol description: Asset ticker symbol (e.g., ETH, USDC, USD) name: type: string title: Name description: Human-readable asset name asset_type: type: string title: Asset Type description: Asset classification (crypto, fiat) chain_id: anyOf: - type: integer - type: 'null' title: Chain Id description: EIP-155 chain ID for blockchain assets (null for fiat currencies) contract_address: anyOf: - type: string - type: 'null' title: Contract Address description: ERC-20 contract address (null for native tokens and fiat) decimals: type: integer title: Decimals description: >- Decimal precision for formatting (e.g., 18 for ETH, 6 for USDC, 2 for USD) type: object required: - symbol - name - asset_type - decimals title: AssetData WalletDataBase: properties: id: type: string title: Id description: Public wallet identifier. address: type: string title: Address description: Wallet address (EOA or Safe). chain_id: type: integer title: Chain Id description: >- Blockchain chain ID where this wallet exists. Must be 1329 (Sei mainnet). is_primary: type: boolean title: Is Primary description: >- True if this is the user's primary wallet for this type (EOA or Safe). is_eoa: type: boolean title: Is Eoa description: >- True for EOA (Externally Owned Account), false for Safe smart wallet. type: object required: - id - address - chain_id - is_primary - is_eoa title: WalletDataBase sumvin__router__transaction__response_models__AccountData: properties: id: type: string title: Id description: External account identifier from open banking provider provider: type: string title: Provider description: Open banking provider (meld) account_type: type: string title: Account Type description: Account type (checking, savings, credit_card) institution_name: type: string title: Institution Name description: Bank or financial institution name account_name: type: string title: Account Name description: Account name as shown by institution account_mask: anyOf: - type: string - type: 'null' title: Account Mask description: Last 4 digits of account number nickname: anyOf: - type: string - type: 'null' title: Nickname description: User-assigned friendly name type: object required: - id - provider - account_type - institution_name - account_name title: AccountData description: Embedded bank account information for bank-based transactions. sumvin__router__transaction__response_models__CardData: properties: last_four: anyOf: - type: string - type: 'null' title: Last Four description: Last 4 digits of card number brand: anyOf: - type: string - type: 'null' title: Brand description: Card network (visa, mastercard) card_type: anyOf: - type: string - type: 'null' title: Card Type description: Card type (debit, credit) type: object title: CardData description: Embedded card information for card-based transactions. DateRange: properties: earliest: type: string title: Earliest description: ISO 8601 timestamp of earliest transaction in result set latest: type: string title: Latest description: ISO 8601 timestamp of latest transaction in result set type: object required: - earliest - latest title: DateRange description: Date range for transaction metadata. CashflowSummary: properties: gross_in: type: string pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d*$ title: Gross In description: Total value of all incoming transactions gross_out: type: string pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d*$ title: Gross Out description: Total value of all outgoing transactions net: type: string pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d*$ title: Net description: Net cashflow (gross_in - gross_out) type: object required: - gross_in - gross_out - net title: CashflowSummary description: Aggregate cashflow statistics for transaction result set. CategoryBreakdown: properties: category: type: string title: Category description: Spending category name total_amount: type: string pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d*$ title: Total Amount description: Total spend in this category percentage_of_total: type: string pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d*$ title: Percentage Of Total description: Percentage of total spend this category represents (0-100) transaction_count: type: integer title: Transaction Count description: Number of transactions in this category type: object required: - category - total_amount - percentage_of_total - transaction_count title: CategoryBreakdown description: Spending breakdown by category. parameters: XTimestampFormat: name: X-Timestamp-Format in: header required: false description: >- Controls how timestamp fields are serialized in JSON response bodies. **Default (header omitted or any other value):** epoch milliseconds as integers. **`iso8601`:** UTC ISO 8601 strings of the form `YYYY-MM-DDTHH:MM:SSZ`. Example: with `X-Timestamp-Format: iso8601`, the field value `1704067200000` becomes `"2024-01-01T00:00:00Z"`. Affected fields (recursively, in dicts and arrays): any field whose name ends in `_at`, plus the literal field names `timestamp`, `period_start`, and `period_end`. All other fields are passed through unchanged. Only `iso8601` is recognized. Any other value (or omitting the header) yields the default epoch-ms representation; the server does not reject unknown values, so this is documented as an example rather than an enum to keep generated clients permissive. schema: type: string example: iso8601 example: iso8601 securitySchemes: JunoJWT: type: apiKey in: header name: x-juno-jwt description: >- JWT issued by Dynamic Labs or Privy. Sent in the `x-juno-jwt` header on every authenticated request. PintBearer: type: apiKey in: header name: x-sumvin-pint-token description: >- PINT (Purchase Intent) token — a JWT issued via `POST /v0/sis/token/pint` that encodes user-level consent for a specific scope. Sent in the `x-sumvin-pint-token` header alongside or instead of an `x-juno-jwt` JWT, depending on the integration surface (Platform vs SIS). SumvinPAT: type: apiKey in: header name: x-sumvin-pat description: >- Personal access token issued to the Sumvin CLI. Send it in the `x-sumvin-pat` header to authenticate as the owning user. ````