Q2 through One
Q2 offers an integrated digital banking platform enabling financial institutions to manage consumer, small-business, and commercial banking operations, including onboarding, payments, risk/fraud management, analytics, and embedded finance via a unified, scalable solution.
One exposes Q2 through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.
How to run an action
- Find the action in the table below, or call
search_one_platform_actions with platform q2 if it is not listed.
- Call
get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
- Call
execute_one_action with parameters copied from that knowledge.
Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.
Before you start
Call list_one_integrations once and confirm Q2 is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.
Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.
Before a write
Creates, updates, deletes and sends land on a real Q2 account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.
Actions
Users
| Action |
Method |
Path |
Action id |
| Add User (Enroll a User Under an Existing Customer) |
POST |
/v2/AddUser |
conn_mod_def::GJ6L8M7qudY::THIBkYwbQ4i46QE8VJVPmw |
| Change a User’s Logon Name |
PUT |
/v2/ChangeUserLogonName |
conn_mod_def::GJ6L8dGozFI::fM7WZi_5TsKTSIsgAsuDIQ |
| Change a User’s Role |
PUT |
/v2/ChangeUserRole |
conn_mod_def::GJ6L8cxHREQ::UGwSx0J8SWKuGKBv_ManUw |
| Delete a User |
DELETE |
/v2/DeleteUser/{{userId}} |
conn_mod_def::GJ6L85EF_NA::LyNw1RScTSeXaCTy0HCKwQ |
| Lookup a User |
POST |
/v2/LookupUser |
conn_mod_def::GJ6L-Z3WgV0::DSDCXlKhT2e1Lh7MriA5pQ |
| Search for a User |
POST |
/v2/SearchUser |
conn_mod_def::GJ6L-i3SbdM::ZNLYb_pBRde7XmJF_S5DnA |
| Unlock a User (by Logon Name) |
POST |
/v2/UnlockUser/{{logonname}} |
conn_mod_def::GJ6L-uYsykY::l_43oI2NRha22DCnpFmXNA |
AdminUsers
| Action |
Method |
Path |
Action id |
| Get Admin User List |
GET |
/v2/GetAdminUserList |
conn_mod_def::GJ6L73dFT0s::okzCO56sTUaWrq7g2FJDyg |
| Add Admin User |
POST |
/v2/AddAdminUser |
conn_mod_def::GJ6L7r0e8pA::d9zkYqsvTouN0fflzpTw6g |
| Delete an Admin User |
DELETE |
/v2/DeleteAdminUser/{{adminUserId}} |
conn_mod_def::GJ6L7vqUyWw::Hb241SsvSGmMsp511BnyKg |
| Disable an Admin User |
POST |
/v2/DisableAdminUser |
conn_mod_def::GJ6L74YxK0g::immK9dCKQ1CL7TZS9AJ_9Q |
| Enable an Admin User |
POST |
/v2/EnableAdminUser |
conn_mod_def::GJ6L76-WLaU::Tr3vWUJgT1WmxaFkF-LAGQ |
| Update an Admin User |
PUT |
/v2/UpdateAdminUser |
conn_mod_def::GJ6L8Eu4fgE::rjSiQLYiR-mLllAraqWAJQ |
OpenBankingPayments
| Action |
Method |
Path |
Action id |
| Lookup Payment Status (Beta) |
POST |
/v2/OpenBanking/Payment/LookupPaymentStatus |
conn_mod_def::GJ6L_TBkNMI::6KRgzvAtTVy8-RQWJjn2vQ |
| Make a Domestic Wire Payment (Open Banking) |
POST |
/v2/OpenBanking/Payment/MakeDomesticWire |
conn_mod_def::GJ6L_e1xT6Q::m5IgE-wURNK0sQiKkH4hWA |
| Make ACH Payment (Beta) |
POST |
/v2/OpenBanking/Payment/MakeACHPayments |
conn_mod_def::GJ6L_hiX74A::73tDVs8NSdCH3X4koQXQYw |
| Make an International Wire Payment (Open Banking) |
POST |
/v2/OpenBanking/Payment/MakeInternationalWire |
conn_mod_def::GJ6L_e6797o::9LC4dt7zQ5a0HxaZELVehw |
Customers
| Action |
Method |
Path |
Action id |
| Delete a Customer |
DELETE |
/v2/DeleteCustomer/{{customerId}} |
conn_mod_def::GJ6L8waqDcQ::E8xJgzyqQvm7w3KbTcr8XQ |
| Lookup a Customer |
POST |
/v2/LookupCustomer |
conn_mod_def::GJ6L-Y6e_to::bkZicMDlRCWS_BURgXatVg |
| Search Customers |
POST |
/v2/SearchCustomer |
conn_mod_def::GJ6L-jEWS_M::u6MuYxdXTAeFge6Yehl2sg |
| Update Customer Info |
PUT |
/v2/UpdateCustomerInfo |
conn_mod_def::GJ6L-uOifq8::Ff-iqr6WR0OkHfkjrI7fMg |
AchPayments
| Action |
Method |
Path |
Action id |
| Authorize an ACH Payment |
GET |
/v2/ACH/AuthorizePayment/{{paymentid}} |
conn_mod_def::GJ6L7fNKDTo::O0GiZ8A_TEKz5VbEeNKv4g |
| Get an ACH Payment |
GET |
/v2/ACH/GetPayment/{{paymentid}} |
conn_mod_def::GJ6L7jSWSjg::YKp1BW9wRH-YQWMCsAvaQw |
| Make ACH Payment |
POST |
/v2/ACH/MakePayment |
conn_mod_def::GJ6L7fS6GAY::pZ5TfJaqRQiqxszCmNya1Q |
TacTargets
| Action |
Method |
Path |
Action id |
| List TAC Targets |
GET |
/v2/TacTargets |
conn_mod_def::GJ6L98lX8L8::coDbYgkxT0SnpwddAZ0-zQ |
| Add TAC Target |
POST |
/v2/AddTacTarget |
conn_mod_def::GJ6L8Mw85pk::_JlS_5hRS6-QOvoDTcs3yw |
| Delete a TAC Target |
DELETE |
/v2/DeleteTacTarget |
conn_mod_def::GJ6L8wmf_yg::AcI0rweWQ8WVYtGhe0mNPw |
CustomSdkExtensions
| Action |
Method |
Path |
Action id |
| Call a Custom SDK Extension (Custom Endpoint Passthrough) |
POST |
/v2/Cust/{{extensionName}} |
conn_mod_def::GJ6L8lGVHmk::FImrJrqlToK8mM_F0JHKrA |
| Call a Custom SDK Extension (Passthrough) |
PATCH |
/v2/Cust/{{extensionName}} |
conn_mod_def::GJ6L8xCha9Y::43UquZbcSTawdWKgdw99dg |
| Delete a Custom SDK Extension (Passthrough) |
DELETE |
/v2/Cust/{{extensionName}} |
conn_mod_def::GJ6L8wq4zf4::cDHyhicPQ_WLyGhRrKRF_Q |
Logons
| Action |
Method |
Path |
Action id |
| Disable a User’s Logon |
POST |
/v2/DisableLogon/{{logonname}} |
conn_mod_def::GJ6L85YYfII::_B_GCRPCSmm2yZOYFICjWg |
| Enable a User’s Logon |
POST |
/v2/EnableLogon/{{logonname}} |
conn_mod_def::GJ6L88MsUw4::yyDwh7z-RhGoVbXKbllgbw |
ExchangeRates
| Action |
Method |
Path |
Action id |
| Get Exchange Rates |
GET |
/v2/GetExchangeRates |
conn_mod_def::GJ6L9iCwldY::j7vlZ72fTECN8G7QfQsQiA |
| Import Exchange Rate |
POST |
/v2/ImportExchangeRate |
conn_mod_def::GJ6L-WltZzU::FqS-OmM5Te6sbSMZO7j2Iw |
PolicyData
| Action |
Method |
Path |
Action id |
| Get Policy Data for an Entity |
GET |
/v2/GetPolicyData |
conn_mod_def::GJ6L9x078kU::OexS9PGlQwmfWBQdr4xtoQ |
| Update Policy Data |
PUT |
/v2/UpdatePolicyData |
conn_mod_def::GJ6L-2gNamU::jSZ9bVDsRMygSOfnZJSpvQ |
InstantPayments
| Action |
Method |
Path |
Action id |
| Create Credit Transfer (Instant Payments) |
POST |
/v2/InstantPayments/CreateCreditTransfer |
conn_mod_def::GJ6L_GGRMRY::epdD_cxPQCuGK-xNkGRUoQ |
| Create Payment Request |
POST |
/v2/InstantPayments/CreatePaymentRequest |
conn_mod_def::GJ6L_ACSu84::0UwzNpfaQfaOn_MC6ijQQg |
TreasuryFulfillment
| Action |
Method |
Path |
Action id |
| Get Pre-Draft Service Request Status |
GET |
/v2/TreasuryFulfillment/CreateServiceRequest |
conn_mod_def::GJ6L_p-sWoY::5QnUp9iwRZ-aOSrT-HZGJQ |
| Create Treasury Fulfillment Service Request |
POST |
/v2/TreasuryFulfillment/CreateServiceRequest |
conn_mod_def::GJ6L_p-1KQM::KHtGKqNqQnCJkUdef0H_3g |
AchRecipients
| Action |
Method |
Path |
Action id |
| Get ACH Recipients |
GET |
/v2/ACH/GetRecipients |
conn_mod_def::GJ6L7ewz6SM::3gjFc1iLTVGI4CYA7JO8ww |
| Create ACH Recipient |
POST |
/v2/ACH/CreateRecipient/ |
conn_mod_def::GJ6L7erQ4G0::JDSwZeoWR5Wao4fW5aFsFg |
MicroDeposits
| Action |
Method |
Path |
Action id |
| Get Micro Deposits for a User |
GET |
/v2/MicroDeposit/Get |
conn_mod_def::GJ6L9lpVOOg::-8cI1MUgQk-1FF8fl8pBAw |
| Create Micro Deposits |
POST |
/v2/MicroDeposit/Create |
conn_mod_def::GJ6L8lT_jeg::BrF0K6nGQvmvN2yZEaXckw |
OpenBankingPayment
| Action |
Method |
Path |
Action id |
| Lookup Account History (Open Banking) |
POST |
/v2/OpenBanking/Payment/LookupAccountHistory |
conn_mod_def::GJ6L_OxLs8k::Yt8Il44HQFyhMFHxFa4hlA |
| Lookup an Account Summary (Open Banking Payment) |
POST |
/v2/OpenBanking/Payment/LookupAccountSummary |
conn_mod_def::GJ6L_OiiEvg::vH7MiT4ERLqmHbK7fBZ-qw |
RestrictedEntitlementMode
| Action |
Method |
Path |
Action id |
| Disable Restricted Entitlement Mode (Customer Level) |
POST |
/v2/DisableRestrictedEntitlementMode |
conn_mod_def::GJ6L86EpdK0::rSkdv52kSZephW5SIg6vkA |
| Enable Restricted Entitlement Mode (Customer Level) |
POST |
/v2/EnableRestrictedEntitlementMode |
conn_mod_def::GJ6L86OZhqI::Wl05zBq1RHS4GUvXXsqm6Q |
BalanceAlerts
| Action |
Method |
Path |
Action id |
| Get Balance Alerts |
GET |
/v2/GetAllAlerts/Balance |
conn_mod_def::GJ6L9V7gafU::zdfWm5DTRwO1zFJY3EIxxw |
| Generate Balance Alerts |
POST |
/v2/GenerateBalanceAlerts |
conn_mod_def::GJ6L9GvIt0I::PeJAv5TvSv-tb6dn7ShmiA |
UserRoles
| Action |
Method |
Path |
Action id |
| Get a Customer’s User Roles |
GET |
/v2/GetUserRoles/{{customerId}} |
conn_mod_def::GJ6L-HNKo4I::aZ595XFbS5i-1RDajn8c1w |
| Add a User Role (for a Customer) |
POST |
/v2/AddUserRole |
conn_mod_def::GJ6L8NP-pyA::2Kb6RGBzRVKE1g4EnxXCeg |
TransactionAlerts
| Action |
Method |
Path |
Action id |
| Get Transaction Alerts (Transaction History) |
GET |
/v2/GetAllAlerts/Transaction |
conn_mod_def::GJ6L9_cgyX8::zGLDupLkSJmLtqQ59e7rvg |
| Generate Transaction Alerts |
POST |
/v2/GenerateTransactionAlerts |
conn_mod_def::GJ6L9FJivKk::kn7sUx14SxG1W_nfI-p3bg |
Audiences
| Action |
Method |
Path |
Action id |
| Get an Audience's User Count |
GET |
/v2/SMART/Audiences/{{audienceId}}/count |
conn_mod_def::GJ6L_fsT5dg::s1RR4WeOT_qGUPI5CiwjKg |
| Get an Audience’s Users |
GET |
/v2/SMART/Audiences/{{audienceId}}/users |
conn_mod_def::GJ6L_d9vsvU::bkrrAmc-SV2Fi2kIcKi4nA |
AccountAssociations
| Action |
Method |
Path |
Action id |
| Add Account Association (Create a User’s Account Association) |
POST |
/v2/AddAccountAssociation |
conn_mod_def::GJ6L8FIYBpI::cA3HtkphT7-08fbtyAEIGA |
Subsidiaries
| Action |
Method |
Path |
Action id |
| Create a Subsidiary (for a Company/Customer) |
POST |
/v2/CreateSubsidiary |
conn_mod_def::GJ6L8lDceaw::QR2l0AfFSEScldpkL-5spQ |
Enrollment
| Action |
Method |
Path |
Action id |
| Create Enrollment (Customer, User, and Logon) |
POST |
/v2/Enrollment |
conn_mod_def::GJ6L9EQzwWk::e4eEZysOSl2NVjtwIgdR2w |
AccountDetails
| Action |
Method |
Path |
Action id |
| Get Account Details |
GET |
/v2/GetAccountDetails |
conn_mod_def::GJ6L9FzMw-Y::T8rPU42HQ-a3jEsWKIM4IQ |
AccountHistory
| Action |
Method |
Path |
Action id |
| Get Account History for a Host Account |
GET |
/v2/GetAccountHistory/{{hostAccountId}} |
conn_mod_def::GJ6L9YfWT0I::EbT7ZjoTQIquosEwMe4Kfg |
CurrencyCodes
| Action |
Method |
Path |
Action id |
| Get Currency Codes |
GET |
/v2/GetCurrencyCodes |
conn_mod_def::GJ6L9Wiwrbo::ziN30kcXR4ePpZNTfmBMbA |
AlertAccounts
| Action |
Method |
Path |
Action id |
| Get Alert Accounts |
GET |
/v2/GetAlertAccounts |
conn_mod_def::GJ6L9ZWzyfE::scRY_7MgTxyHBFGwB1I61w |
Accounts
| Action |
Method |
Path |
Action id |
| Get Account List |
GET |
/v2/GetAccountList |
conn_mod_def::GJ6L9ai7v4w::WkAPDnjSRni3or1CaBbgOw |
Products
| Action |
Method |
Path |
Action id |
| Get Products |
GET |
/v2/GetProducts |
conn_mod_def::GJ6L9zWLNRY::ZYYUM211QyeYCmrusSrblw |
UserLoginInfo
| Action |
Method |
Path |
Action id |
| Get User Login Info |
GET |
/v2/GetUserLoginInfo |
conn_mod_def::GJ6L97LyLwM::lJUR3zlUTdyaOSi2u1dw0g |
StopPayments
| Action |
Method |
Path |
Action id |
| Stop Payment |
POST |
/v2/StopPayment |
conn_mod_def::GJ6L-ta6ljs::guKjdMvDTXGw9vnYNCpEIw |
Transactions
| Action |
Method |
Path |
Action id |
| Update Transaction Status |
PUT |
/v2/UpdateTransactionStatus |
conn_mod_def::GJ6L-2BG7h4::PT_ch76_Tmio255ZtjroVw |
DemographicInfo
| Action |
Method |
Path |
Action id |
| Update Demographic Info |
PUT |
/v2/UpdateDemographicInfo |
conn_mod_def::GJ6L-234jdI::jIEIs8ZzTSiaTzBh6C4WxA |
MicroDeposit
| Action |
Method |
Path |
Action id |
| Verify Micro Deposits for a User |
POST |
/v2/MicroDeposit/Verify |
conn_mod_def::GJ6L_BbNY9A::AlaoIt_zTBWxdFD5tDWIkA |
OpenBankingAccounts
| Action |
Method |
Path |
Action id |
| Lookup a Customer’s Accounts (Beta) |
POST |
/v2/OpenBanking/Payment/LookupAccounts |
conn_mod_def::GJ6L_W2KO2A::PxAM1lcIQ6eHZUdXeACIdg |
Authenticate
| Action |
Method |
Path |
Action id |
| Authenticate a User (Validate LoginName/Password) |
POST |
/v2/Authenticate |
conn_mod_def::GJ6MK1PoFY8::HuaeZObbT9Cd2NeNcwJRvw |
SmartTraits
| Action |
Method |
Path |
Action id |
| Set a Trait for Multiple Users (Batch) |
POST |
/v2/SMART/Traits/{{traitId}}/batch |
conn_mod_def::GJ6L_rqTfW4::gQXGkJJXSUSlniWUNfT_MQ |
AdminNotes
| Action |
Method |
Path |
Action id |
| Add Admin Note |
POST |
/v2/AddAdminNote |
conn_mod_def::GJ6L7rh1f-4::0gUujLWAR4-KeKTLLEVifw |
BrowserRegistrations
| Action |
Method |
Path |
Action id |
| Flush Browser Registrations |
POST |
/v2/FlushBrowserRegistrations |
conn_mod_def::GJ6L9OUToO4::RI2Xr9B2QRifD2W8w83Nvg |
SuspectTransactionsGt
| Action |
Method |
Path |
Action id |
| Decide on a Suspect Transaction (GT) |
PUT |
/v2/DecideSuspectGT |
conn_mod_def::GJ6L7rzV5dA::eLX8-LS5QZyY4RbZghocYw |
SecureMessages
| Action |
Method |
Path |
Action id |
| Send Secure Message |
POST |
/v2/SendSecureMessage |
conn_mod_def::GJ6L-uY7oak::5yRBNe2jT2KZBD3lGHuRTg |
Oauth2Tokens
| Action |
Method |
Path |
Action id |
| Get an OAuth2 Token (Client Credentials) |
POST |
/v2/oauth2/token |
conn_mod_def::GJ6L_AquI90::KOAmtw6TSemHkl__0Af-NQ |
Notifications
| Action |
Method |
Path |
Action id |
| Send Notification |
POST |
/v2/SendNotification |
conn_mod_def::GJ6L-lHaYAA::AUXMCPs_SfS0BJE8VdqhFQ |
PinionMessages
| Action |
Method |
Path |
Action id |
| Send a Pinion Message |
POST |
/v2/SendPinionMessage |
conn_mod_def::GJ6L-l2upKE::38TOzbjITkqHODxHY-pQgA |
VerisignTokens
| Action |
Method |
Path |
Action id |
| Validate a Verisign Token for a User |
POST |
/v2/ValidateToken |
conn_mod_def::GJ6L_BDnUB8::GqjrcMlURg2-G0ml4hF0DA |
PasswordPolicy
| Action |
Method |
Path |
Action id |
| Get Password Policy (Online Banking) |
GET |
/v2/GetPasswordPolicy |
conn_mod_def::GJ6L9uqu1t4::tVgget08QFarCqKmBtPpOg |
CsrAssist
| Action |
Method |
Path |
Action id |
| Initiate a CSR Assist Session |
POST |
/v2/CSRAssist |
conn_mod_def::GJ6L8lXP8Mc::lbJFQX2ORXSdCwNRutJdKw |
CorporateAccess
| Action |
Method |
Path |
Action id |
| Update Corporate Access (by Login Name) |
PUT |
/v2/UpdateCorporateAccess |
conn_mod_def::GJ6L-uSek7g::_Dss9Jk1QMiSIsThkpnvWg |
SsoIdentifiers
| Action |
Method |
Path |
Action id |
| Update an End User’s SSO Identifier |
PUT |
/v2/UpdateSSOIdentifier |
conn_mod_def::GJ6L-3vPQmY::kVjedUdzStqh-3pL_I2E3Q |
GroupMover
| Action |
Method |
Path |
Action id |
| Move Customers Between Groups (Group Mover) |
PUT |
/v2/GroupMover |
conn_mod_def::GJ6L-ItGcSI::WI5QKA0HRumqDW1l0fqUVA |
UserInfo
| Action |
Method |
Path |
Action id |
| Update User Info |
PUT |
/v2/UpdateUserInfo |
conn_mod_def::GJ6L-1_pFwM::UUAo5V_4Q0eNE4rfhKKSTQ |
UserLogons
| Action |
Method |
Path |
Action id |
| Add a User Logon (Under an Existing User) |
POST |
/v2/AddUserLogon |
conn_mod_def::GJ6L8RwcppQ::u1YnwwljR8S5Jeq1-j4mwQ |
SmartAudiences
| Action |
Method |
Path |
Action id |
| List SMART Audiences |
GET |
/v2/SMART/Audiences |
conn_mod_def::GJ6L_onUIyg::N_LNJAgJScKlZbETrJRKQA |
Traits
| Action |
Method |
Path |
Action id |
| Set a User’s Traits |
POST |
/v2/SMART/Traits/users/{{userId}} |
conn_mod_def::GJ6L_qMFakw::KjBFZGHYTuyMFnnsEg08lA |
This lists 90 of 115 actions. For anything not here, call search_one_platform_actions with platform q2. The full catalog is at https://www.withone.ai/knowledge/q2.
When a call fails
The error comes from Q2, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.
Full catalog: https://www.withone.ai/knowledge/q2
Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.
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