Codat Banking

Codat Banking is an API product for accessing and using business banking data in financial applications.

Type: Tool
Category: Finance
Version: 1.0.0
Provider: InTouch AI
License: MIT

Provided free and as is, without warranty of any kind — including merchantability, fitness for a particular purpose, and the accuracy or completeness of any result. See the licence. You are responsible for checking what this produces before relying on it.

codatfinance

Codat Banking

Codat Banking is an API product for accessing and using business banking data in financial applications.

Base URL: https://api.codat.io
Auth: header:Authorization (pass your key via the apiKey input)

Operations

list_account_balances — GET /companies/{companyId}/connections/{connectionId}/data/banking-accountBalances — List account balances
list_accounts — GET /companies/{companyId}/connections/{connectionId}/data/banking-accounts — List accounts
list_transaction_categories — GET /companies/{companyId}/connections/{connectionId}/data/banking-transactionCategories — List all transaction categories
list_transactions — GET /companies/{companyId}/connections/{connectionId}/data/banking-transactions — List transactions
list_bank_transactions — GET /companies/{companyId}/data/banking-transactions — List banking transactions

Inputs

apiKey — your codat-banking API key
operation — one of the operations above
path parameters when an operation's path contains {...}
query — optional JSON object of query params
body — JSON object for create/update ops

Example

operation: list_account_balances
apiKey: <your key>

Publishes

The keys a later task may reference as {{taskName.key}}. Referencing anything not listed here resolves to nothing at run time.

error
operation
result
status

Input Properties

Every property this tool accepts, from its own tool.iml.

Property	Type	Required	Default	Description
`apiKey`	string	yes	—	DEPRECATED — bind an API Key credential to the task with `credentialName` instead. A key pasted here is stored in the workflow definition in clear and appears in every export of it. Still honoured for workflows built before the change.
`operation`	string	yes	—	One of: list_account_balances, list_accounts, list_transaction_categories, list_transactions, list_bank_transactions
`companyId`	string	no	—	Path parameter companyId (required by some operations).
`connectionId`	string	no	—	Path parameter connectionId (required by some operations).
`query`	string	no	—	Query-string parameters as a JSON object string, e.g. {"limit": 50}. Parsed and url-encoded onto the request.