Yodlee Core Apis

Yodlee Core APIs

API version: 1.1.0

Auth

Requires API key (key parameter)

Base URL

/

Setup

1. Include your API key via the key parameter
2. GET /transactions -- verify access
3. POST /cobrand/login -- create first login

Endpoints

70 endpoints across 15 groups. See references/api-spec.lap for full details.

transactions

cobrand

dataExtracts

providers

configs

derived

user

documents

providerAccounts

auth

accounts

holdings

verifyAccount

verification

statements

Common Questions

Match user requests to endpoints in references/api-spec.lap. Key patterns:

• "List all transactions?" -> GET /transactions
• "Create a login?" -> POST /cobrand/login
• "List all userData?" -> GET /dataExtracts/userData
• "List all providers?" -> GET /providers
• "Get provider details?" -> GET /providers/{providerId}
• "Update a event?" -> PUT /cobrand/config/notifications/events/{eventName}
• "Delete a event?" -> DELETE /cobrand/config/notifications/events/{eventName}
• "List all events?" -> GET /configs/notifications/events
• "List all count?" -> GET /providers/count
• "List all networth?" -> GET /derived/networth
• "Create a samlLogin?" -> POST /user/samlLogin
• "Update a rule?" -> PUT /transactions/categories/rules/{ruleId}
• "Delete a rule?" -> DELETE /transactions/categories/rules/{ruleId}
• "Get document details?" -> GET /documents/{documentId}
• "Delete a document?" -> DELETE /documents/{documentId}
• "List all accessTokens?" -> GET /user/accessTokens
• "Create a logout?" -> POST /cobrand/logout
• "Create a token?" -> POST /auth/token
• "List all user?" -> GET /user
• "Get providerAccount details?" -> GET /providerAccounts/{providerAccountId}
• "Delete a providerAccount?" -> DELETE /providerAccounts/{providerAccountId}
• "List all accounts?" -> GET /accounts
• "Create a account?" -> POST /accounts
• "List all assetClassificationList?" -> GET /holdings/assetClassificationList
• "List all publicKey?" -> GET /configs/publicKey
• "Delete a apiKey?" -> DELETE /auth/apiKey/{key}
• "List all providerAccounts?" -> GET /providerAccounts
• "List all count?" -> GET /transactions/count
• "List all transactionSummary?" -> GET /derived/transactionSummary
• "List all txnRules?" -> GET /transactions/categories/txnRules
• "Delete a category?" -> DELETE /transactions/categories/{categoryId}
• "List all documents?" -> GET /documents
• "Create a evaluateAddress?" -> POST /accounts/evaluateAddress
• "Get account details?" -> GET /accounts/{accountId}
• "Update a account?" -> PUT /accounts/{accountId}
• "Delete a account?" -> DELETE /accounts/{accountId}
• "List all historicalBalances?" -> GET /accounts/historicalBalances
• "Create a register?" -> POST /user/register
• "List all profile?" -> GET /providerAccounts/profile
• "List all verification?" -> GET /verification
• "Create a verification?" -> POST /verification
• "List all securities?" -> GET /holdings/securities
• "Update a event?" -> PUT /configs/notifications/events/{eventName}
• "Delete a event?" -> DELETE /configs/notifications/events/{eventName}
• "List all holdings?" -> GET /holdings
• "List all events?" -> GET /cobrand/config/notifications/events
• "List all apiKey?" -> GET /auth/apiKey
• "Create a apiKey?" -> POST /auth/apiKey
• "List all publicKey?" -> GET /cobrand/publicKey
• "List all categories?" -> GET /transactions/categories
• "Create a category?" -> POST /transactions/categories
• "List all rules?" -> GET /transactions/categories/rules
• "Create a rule?" -> POST /transactions/categories/rules
• "List all statements?" -> GET /statements
• "List all holdingTypeList?" -> GET /holdings/holdingTypeList
• "Create a logout?" -> POST /user/logout
• "Update a transaction?" -> PUT /transactions/{transactionId}
• "List all events?" -> GET /dataExtracts/events
• "List all holdingSummary?" -> GET /derived/holdingSummary

Response Tips

• Check response schemas in references/api-spec.lap for field details
• Create/update endpoints typically return the created/updated object

References

• Full spec: See references/api-spec.lap for complete endpoint details, parameter tables, and response schemas

Generated from the official API spec by LAP