{"openapi":"3.1.0","info":{"title":"Pluggy API","description":"Pluggy's main API to review data and execute connectors","license":{"name":"MIT"},"contact":{"email":"hello@pluggy.ai","name":"Pluggy","url":"https://pluggy.ai"},"version":"1.0.0"},"tags":[{"name":"Auth","description":"Authentication endpoints for API key generation and connect tokens"},{"name":"Connector","description":"Financial institution connector management"},{"name":"Items","description":"Item management for syncing financial data"},{"name":"Consent","description":"User consent management for data access"},{"name":"Account","description":"Bank account information and management"},{"name":"Transaction","description":"Financial transaction data and operations"},{"name":"Investment","description":"Investment portfolio and asset management"},{"name":"Identity","description":"User identity verification and data"},{"name":"Webhook","description":"Webhook configuration and management"},{"name":"Category","description":"Transaction categorization and rules"},{"name":"Loan","description":"Loan information and management"},{"name":"SCR","description":"Bacen's credit information system, consulted through a connected Open Finance item"},{"name":"Merchant","description":"Merchant and company information by CNPJ"},{"name":"Bill","description":"Credit card bill information"},{"name":"Payment Customer","description":"Payment customer management"},{"name":"Payment Recipient","description":"Payment recipient management"},{"name":"Payment Request","description":"Payment request creation and management"},{"name":"Automatic PIX","description":"Automatic PIX payment scheduling and management"},{"name":"Payment Schedule","description":"Payment scheduling operations"},{"name":"Payment Intent","description":"Payment intent processing"},{"name":"Smart Transfer","description":"Smart transfer functionality"},{"name":"Boleto Management","description":"Boleto payment management"}],"paths":{"/auth":{"post":{"operationId":"auth-create","summary":"Create API Key","description":"Validate clientId and clientSecret and return an API Key","tags":["Auth"],"requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/AuthRequest"}}},"required":true},"responses":{"200":{"description":"API Key generated","content":{"application/json":{"schema":{"$ref":"#/components/schemas/AuthResponse"}}}},"401":{"description":"Invalid credentials","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"examples":{"clientKeysUnauthorized":{"summary":"Client id and secret are invalid","value":{"code":401,"codeDescription":"CLIENT_KEYS_UNAUTHORIZED","message":"Client keys are invalid"}},"clientDisabled":{"summary":"Client is disabled","value":{"code":401,"codeDescription":"CLIENT_DISABLED","message":"Client is disabled"}}}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}}}},"/connect_token":{"post":{"operationId":"connect-token-create","summary":"Create Connect Token","responses":{"200":{"description":"Created connect token","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ConnectTokenResponse"}}}},"403":{"description":"Unauthenticated","content":{"application/json":{"schema":{"$ref":"#/components/schemas/NotAuthenticatedResponse"}}}},"404":{"description":"Related itemId to update not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"ITEM_NOT_FOUND","message":"item not found"}}}},"500":{"description":"Unexpected error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"description":"Creates a connect token","tags":["Auth"],"requestBody":{"description":"Create connect token payload","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ConnectTokenRequest"}}}},"security":[{"default":[]}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\nclient\n  .createConnectToken()\n  .then(({ accessToken }) => {\n    console.log(accessToken);\n  });"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret('your_client_id', 'your_secret')\n  .baseUrl('https://api.pluggy.ai')\n  .build();\nResponse<ConnectTokenResponse> connectTokenResponse = pluggyClient.service().createConnectToken().execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient('YOUR_PLUGGY_API_KEY');\nConnectTokenResponse tokenResponse = await pluggyClient.CreateConnectToken();"}]}}},"/connectors":{"get":{"operationId":"connectors-list","summary":"List","description":"This endpoint retrieves all available connectors.","responses":{"200":{"description":"Retrieve a list of all connectors","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ConnectorListResponse"}}}}},"tags":["Connector"],"security":[{"default":[]}],"parameters":[{"description":"A list of countries of connectors to filter.","example":"[\"BR\"]","in":"query","name":"countries","required":false,"style":"form","explode":false,"schema":{"type":"array","items":{"type":"string","enum":["BR"]}}},{"description":"A list of types of connectors to filter.","example":"[\"PERSONAL_BANK\", \"BUSINESS_BANK\", \"INVESTMENT\", \"INVOICE\", \"TELECOMMUNICATION\", \"OTHER\"]","in":"query","name":"types","required":false,"style":"form","explode":false,"schema":{"type":"array","items":{"type":"string","enum":["PERSONAL_BANK","BUSINESS_BANK","INVESTMENT","INVOICE","TELECOMMUNICATION","OTHER"]}}},{"description":"Name alike look up of the connector","in":"query","name":"name","required":false,"schema":{"type":"string"}},{"description":"Include sandbox connectors if set to true (default: false).","in":"query","name":"sandbox","required":false,"schema":{"type":"boolean"}},{"description":"Include health details about latest connections and percentage of errors (connection rate)","in":"query","name":"healthDetails","required":false,"schema":{"type":"boolean"}},{"description":"Filter connectors by the `isOpenFinance` attribute. If not sent, it won't filter.","in":"query","name":"isOpenFinance","required":false,"schema":{"type":"boolean"}},{"description":"Filter connectors by the `supportsPaymentInitiation` attribute. If not sent, it won't filter.","in":"query","name":"supportsPaymentInitiation","required":false,"schema":{"type":"boolean"}},{"description":"Filter connectors by the `supportsSmartTransfers` attribute. If not sent, it won't filter.","in":"query","name":"supportsSmartTransfers","required":false,"schema":{"type":"boolean"}},{"description":"Filter connectors by the `supportsAutomaticPix` attribute. If not sent, it won't filter.","in":"query","name":"supportsAutomaticPix","required":false,"schema":{"type":"boolean"}}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\n\nclient\n  .fetchConnectors()\n  .then(({ results: connectors }) => {\n    console.log(connectors);\n  });"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret(\"your_client_id\", \"your_secret\")\n  .baseUrl(\"https://api.pluggy.ai\")\n  .build();\nResponse<ConnectorsResponse> connectorsResponse = pluggyClient.service().getConnectors().execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient(\"YOUR_PLUGGY_API_KEY\");\nList<Connector> connectors = await pluggyClient.FetchConnectors();"}]}}},"/connectors/{id}":{"get":{"operationId":"connector-retrieve","summary":"Retrieve","responses":{"200":{"description":"Retrieve a connector.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Connector"}}}},"404":{"description":"Connector not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"CONNECTOR_NOT_FOUND","message":"connector not found"}}}}},"description":"This endpoint retrieves a specific connector.","tags":["Connector"],"security":[{"default":[]}],"parameters":[{"description":"Connector primary identifier","in":"path","name":"id","example":201,"required":true,"schema":{"type":"number"}},{"description":"Include health details about latest connections and percentage of errors (connection rate)","in":"query","name":"healthDetails","required":false,"schema":{"type":"boolean"}}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\n\nclient\n  .fetchConnector(201)\n  .then((connector) => {\n    console.log(connector);\n  });"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret(\"your_client_id\", \"your_secret\")\n  .baseUrl(\"https://api.pluggy.ai\")\n  .build();\nResponse<ConnectorResponse> connectorResponse = pluggyClient.service().getConnector(201).execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient(\"YOUR_PLUGGY_API_KEY\");\nConnector connector = await pluggyClient.FetchConnector(201);"}]}}},"/connectors/{id}/validate":{"post":{"operationId":"connectors-validate","summary":"Validate","description":"Validates a connector parameters usign the connector validation","responses":{"200":{"description":"Connector validation response","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ParameterValidationResponse"}}}}},"tags":["Connector"],"security":[{"default":[]}],"parameters":[{"description":"Connector's primary identifier","in":"path","name":"id","required":true,"schema":{"type":"number","format":"double"},"example":2}],"requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/ItemParameter"}}},"description":"Connector's input credentials in a key-value object.","required":true},"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\n\nclient\n  .validateParameters(201, { user: 'my-user' })\n  .then((validationResult) => {\n    console.log(validationResult);\n  });"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient(\"YOUR_PLUGGY_API_KEY\");\nValidationResult validationResult = await pluggyClient.ValidateCredentials(201, parameters);"}]}}},"/items":{"post":{"operationId":"items-create","summary":"Create","responses":{"200":{"description":"Created item","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Item"}}}},"400":{"description":"Invalid parameters","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ItemCreationErrorResponse"},"examples":{"missingMainParameter":{"summary":"Missing main parameter","value":{"message":"Connector parameters do not match validation rules","code":400,"codeDescription":"CONNECTOR_VALIDATION_ERROR","details":[{"code":"001","parameter":"user","message":"user parameter is required"}]}},"missingMFA":{"summary":"Missing MFA on parameters","value":{"message":"Connector parameters do not match validation rules","code":400,"codeDescription":"CONNECTOR_VALIDATION_ERROR","details":[{"code":"001","parameter":"token","message":"token parameter is required"}]}},"itemUserAlreadyExists":{"summary":"Item user already exists, avoid duplicates detected.","value":{"message":"There are other items with the same credentials, you can't create a new one","code":400,"codeDescription":"ITEM_USER_ALREADY_EXISTS","data":{"items":["d0f8a8c0-e8e3-11e9-b210-d663bd873d93","d0f8a8c0-e8e3-11e9-b210-d663bd873d94"]}}}}}}},"409":{"description":"There is a conflict creating an item","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":409,"codeDescription":"ITEM_CREATION_LIMIT_EXCEEDED","message":"Client exceeded item creation limit (100 items) for the current subscription level.","data":{"itemsLimit":100}}}}},"500":{"description":"Unexpected error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":500,"codeDescription":"INTERNAL_SERVER_ERROR","message":"Internal Server Error"}}}}},"description":"Creates a item and syncs all the products with the financial institution, using as credentials the sent parameters.","tags":["Items"],"security":[{"default":[]}],"requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/CreateItem"},"examples":{"Plain parameters":{"value":{"connectorId":2,"parameters":{"user":"user-ok","password":"password-ok"},"webhookUrl":"https://example.com/webhook"}},"Encrypted parameters":{"value":{"connectorId":2,"parameters":"encrypted-parameters","webhookUrl":"https://example.com/webhook"}}}}},"required":true},"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\nclient\n  .createItem(2, { user: 'user-ok', password: 'password-ok' })\n  .then((item) => {\n    console.log(item);\n  });"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret('your_client_id', 'your_secret')\n  .baseUrl('https://api.pluggy.ai')\n  .build();\nParametersMap parametersMap = ParametersMap.map(\"user\", \"user-ok\")\n  .with(\"password\", \"password-ok\");\nCreateItemRequest createItemRequest = new CreateItemRequest(connectorId, parametersMap);\nResponse<ItemResponse> item = pluggyClient.service().createItem(createItemRequest).execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient('YOUR_PLUGGY_API_KEY');\nItemParameters createItemRequest = new ItemParameters(connectorId, credentials, options);\nItem item = await pluggyClient.CreateItem(createItemRequest);"}]}}},"/items/{id}":{"get":{"operationId":"items-retrieve","summary":"Retrieve","responses":{"200":{"description":"Item was retrieved","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Item"}}}},"404":{"description":"Item not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"ITEM_NOT_FOUND","message":"item not found"}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"description":"Recovers the item resource by its id","tags":["Items"],"security":[{"default":[]}],"parameters":[{"description":"Item primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string","format":"uuid"},"example":"d0f8a8c0-e8e3-11e9-b210-d663bd873d93"}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\nclient\n  .fetchItem('YOUR_ITEM_ID')\n  .then((item) => {\n    console.log(item);\n  });"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret('your_client_id', 'your_secret')\n  .baseUrl('https://api.pluggy.ai')\n  .build();\nResponse<ItemResponse> item = pluggyClient.service().getItem(\"YOUR_ITEM_ID\").execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient('YOUR_PLUGGY_API_KEY');\nItem item = await pluggyClient.FetchItem(\"YOUR_ITEM_ID\");"}]}},"patch":{"operationId":"items-update","summary":"Update","responses":{"200":{"description":"Update the item was successful, new sync was triggered","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Item"}}}},"400":{"description":"Invalid parameters","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"examples":{"repeatedMFA":{"summary":"MFA should be updated","value":{"code":400,"codeDescription":"MFA_PARAMERTER_WAS_ALREADY_USED_ERROR","message":"MFA parameter has to be updated from last execution"}},"missingMFA":{"summary":"MFA parameter was not sent","value":{"message":"The parameter 'token' is required to be renewed for item update.","code":400,"codeDescription":"CONNECTOR_REQUIRED_PARAMETER_VALIDATION_ERROR","details":[{"code":"001","message":"Parameter 'token' is required","parameter":"token"}],"data":{"parameter":"token"}}},"tooManyErrors":{"summary":"There were more than 5 consecutive errors","value":{"code":400,"codeDescription":"TOO_MANY_CONSECUTIVE_ERRORS","message":"There has been more than 5 failing syncronizations, please contact support"}},"tooManyConsecutiveLoginFailures":{"summary":"There were at least 2 consecutive login errors","value":{"code":400,"codeDescription":"TOO_MANY_CONSECUTIVE_LOGIN_FAILURES","message":"must wait at least {readableBackoffTime} after {maxConsecutiveFailedLoginAttempts} consecutive login errors, last attempt was at {lastExecutionEndedAt} (can retry after: {canRetryAfterDate})","data":{"readableBackoffTime":"15 minutes","maxConsecutiveFailedLoginAttempts":2,"lastExecutionEndedAt":"2020-01-01T00:00:00.000Z","canRetryAfterDate":"2020-01-01T00:15:00.000Z"}}}}}}},"404":{"description":"Item not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"ITEM_NOT_FOUND","message":"item not found"}}}},"409":{"description":"There is a conflict updating the item","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":409,"codeDescription":"CLIENT_IS_UPDATING_BEFORE_ALLOWED_FREQUENCY","message":"Client updates on this item are allowed at most every {minUpdateFrequencyAllowedInHours} hours. Last update was at {lastUpdatedAt}","data":{"minUpdateFrequencyAllowedInHours":24,"lastUpdatedAt":"2020-01-01T00:00:00.000Z"}}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"description":"Triggers new syncronization for the Item, optionally updating the stored credentials.","tags":["Items"],"security":[{"default":[]}],"parameters":[{"description":"Item primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string","format":"uuid"},"example":"d0f8a8c0-e8e3-11e9-b210-d663bd873d93"}],"requestBody":{"description":"Update item request","content":{"application/json":{"schema":{"$ref":"#/components/schemas/UpdateItem"},"examples":{"Plain parameters":{"value":{"webhookUrl":"https://example.com/webhook","clientUserId":"My User App Id","parameters":{"user":"user-ok","password":"password-ok"}}},"Encrypted parameters":{"value":{"webhookUrl":"https://example.com/webhook","clientUserId":"My User App Id","parameters":"encrypted-parameters"}}}}}},"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\nclient\n  .updateItem('YOUR_ITEM_ID')\n  .then((item) => {\n    console.log(item);\n  });"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret('your_client_id', 'your_secret')\n  .baseUrl('https://api.pluggy.ai')\n  .build();\nResponse<ItemResponse> item = pluggyClient.service().updateItem(\"YOUR_ITEM_ID\").execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient('YOUR_PLUGGY_API_KEY');\nItem item = await pluggyClient.UpdateItem(\"YOUR_ITEM_ID\");"}]}},"delete":{"operationId":"items-delete","summary":"Delete","description":"Delete the item by its primary identifier","responses":{"200":{"description":"Item was deleted","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ICountResponse"}}}},"404":{"description":"Item not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"ITEM_NOT_FOUND","message":"item not found"}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Items"],"security":[{"default":[]}],"parameters":[{"description":"Item primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string","format":"uuid"},"example":"d0f8a8c0-e8e3-11e9-b210-d663bd873d93"}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\nclient\n  .deleteItem('YOUR_ITEM_ID');"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret('your_client_id', 'your_secret')\n  .baseUrl('https://api.pluggy.ai')\n  .build();\nResponse<DeleteItemResponse> item = pluggyClient.service().deleteItem(\"YOUR_ITEM_ID\").execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient('YOUR_PLUGGY_API_KEY');\nawait pluggyClient.DeleteItem(\"YOUR_ITEM_ID\");"}]}}},"/items/{id}/resources":{"get":{"operationId":"items-resources","summary":"Retrieve Item resources","description":"Open Finance only. Lists every resource the financial institution declared for the consent, with the availability it reported, cross-checked against the data Pluggy actually holds for the item.\n\nUse it to tell apart the two situations behind \"a product has no data\": the institution reported the resource as unavailable or pending authorisation (expected, and something the end user can act on), versus the institution reported it as available but nothing came through (a collection problem).\n\nThe declared side is a snapshot taken during the last execution that reached the institution, so it can be older than the item itself — `collectedAt` says when it was taken. The retrieved side is read live on every request.","responses":{"200":{"description":"The item resource inventory","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ItemResources"}}}},"404":{"description":"Item not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"ITEM_NOT_FOUND","message":"item not found"}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Items"],"security":[{"default":[]}],"parameters":[{"description":"Item primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string","format":"uuid"},"example":"d0e8448e-0156-4b4a-ae6c-3e2a6d9bff5c"}]}},"/items/{id}/mfa":{"post":{"operationId":"items-send-mfa","summary":"Send MFA","description":"When item is Waiting User Input, this method allows to submit multi-factor authentication value","responses":{"200":{"description":"Parameter was sent correctly","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Item"}}}},"404":{"description":"Item not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"ITEM_NOT_FOUND","message":"item not found"}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Items"],"security":[{"default":[]}],"parameters":[{"description":"Item primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string","format":"uuid"},"example":"d0e8448e-0156-4b4a-ae6c-3e2a6d9bff5c"}],"requestBody":{"content":{"application/json":{"schema":{"type":"object","properties":{},"description":"Request with the MFA value provided by the user, in the format [name]:[value]","additionalProperties":{"type":"string"}}}},"required":true},"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\nclient\n  .updateItemMFA('YOUR_ITEM_ID', { key: 'value' })\n.then((item) => console.log(item));"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret('your_client_id', 'your_secret')\n  .baseUrl('https://api.pluggy.ai')\n  .build();\nResponse<ItemResponse> item = pluggyClient.service().updateItemSendMfa(\"YOUR_ITEM_ID\", new UpdateItemMfaRequest(\"key\", \"value\")).execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient('YOUR_PLUGGY_API_KEY');\nvar parameter = new ItemParameter(\"key\", \"value\");\nItem item = await pluggyClient.UpdateItemMFA(\"YOUR_ITEM_ID\", new List<ItemParameter> { parameter });"}]}}},"/items/{id}/disable-auto-sync":{"patch":{"operationId":"items-disable-autosync","summary":"Disable item auto sync","description":"When client disables auto sync, the item will not be updated automatically anymore, until the client force an item update.","responses":{"200":{"description":"Item auto sync was disabled","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Item"}}}},"404":{"description":"Item not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"ITEM_NOT_FOUND","message":"item not found"}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Items"],"security":[{"default":[]}],"parameters":[{"description":"Item primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string","format":"uuid"},"example":"d0e8448e-0156-4b4a-ae6c-3e2a6d9bff5c"}]}},"/items/{id}/scr":{"get":{"operationId":"items-retrieve-scr","summary":"Retrieve SCR","description":"Retrieves the SCR (Bacen's *Sistema de Informações de Crédito*) for the document behind a connected item.\n\nThe SCR is the Banco Central's official registry of credit operations: every loan, financing, limit and guarantee above R$200, reported by every financial institution. The response is Bacen's own payload, forwarded unchanged.\n\nThe item is not the source of the data — the SCR is keyed by the document alone. The item supplies the CPF/CNPJ and stands as the evidence of the account holder's consent, which is why this is only available for Open Finance items whose document is known.\n\nRequires the SCR feature on your subscription. Talk to us if you want it enabled.\n\nBase dates are months, not days, and Bacen consolidates each one with a few months of delay. When `from` and `to` are omitted the last 4 available base dates are consulted, ending 2 months back from today — asking for the current month returns nothing, because Bacen has not closed it yet.","responses":{"200":{"description":"SCR data for the item document","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ScrResponse"}}}},"400":{"description":"The SCR request was rejected as invalid. Check the databaseIni/databaseFim range.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":400,"codeDescription":"SCR_INVALID_REQUEST","message":"The SCR request was rejected as invalid. Check the databaseIni/databaseFim range."}}}},"403":{"description":"This client is not enabled to query SCR data.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":403,"codeDescription":"SCR_FEATURE_NOT_ENABLED","message":"This client is not enabled to query SCR data."}}}},"404":{"description":"item not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"ITEM_NOT_FOUND","message":"item not found"}}}},"422":{"description":"SCR is only available for Open Finance items that have a known CPF or CNPJ.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":422,"codeDescription":"SCR_ITEM_NOT_SUPPORTED","message":"SCR is only available for Open Finance items that have a known CPF or CNPJ."}}}},"500":{"description":"An error occurred while fetching the SCR data from the connector","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":500,"codeDescription":"SCR_FETCH_ERROR","message":"An error occurred while fetching the SCR data from the connector"}}}},"502":{"description":"Bacen's SCR service is temporarily unavailable. Please try again later.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":502,"codeDescription":"SCR_SERVICE_UNAVAILABLE","message":"Bacen's SCR service is temporarily unavailable. Please try again later.","data":{"correlationId":"8047f6e9-bb9e-4b04-8515-e2210dc4c544"}}}}}},"tags":["SCR"],"security":[{"default":[]}],"parameters":[{"description":"Item primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string","format":"uuid"},"example":"d0e8448e-0156-4b4a-ae6c-3e2a6d9bff5c"},{"description":"First base date to consult, as YYYYMM. Defaults to 3 base dates before `to`","in":"query","name":"from","required":false,"schema":{"type":"string","pattern":"^\\d{4}(0[1-9]|1[0-2])$"},"example":"202604"},{"description":"Last base date to consult, as YYYYMM. Defaults to 2 months before the current one, which is the most recent base date Bacen has consolidated","in":"query","name":"to","required":false,"schema":{"type":"string","pattern":"^\\d{4}(0[1-9]|1[0-2])$"},"example":"202607"}]}},"/consents":{"get":{"operationId":"consents-list","summary":"List","description":"Recovers all consents given to the item provided","responses":{"200":{"description":"Retrieve a list of all consents given to an item","content":{"application/json":{"schema":{"$ref":"#/components/schemas/PageResponseConsents"},"examples":{"response":{"value":{"total":1,"totalPages":1,"page":1,"results":[{"id":"71996b6d-8991-450c-8542-ae59069d1a9d","itemId":"9aab8d24-c89b-4b0e-8974-7dd5614686e4","products":["ACCOUNTS","IDENTITY"],"openFinancePermissionsGranted":["ACCOUNTS_ALL","REGISTRATION_ALL"],"createdAt":"2023-10-02T03:00:00.000Z","expiresAt":"2024-10-02T03:00:00.000Z","revokedAt":null}]}}}}}},"400":{"description":"Missing parameter","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"message":"itemId should not be null or undefined,itemId must be a UUID","code":400}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Consent"],"security":[{"default":[]}],"parameters":[{"description":"Item primary identifier","in":"query","name":"itemId","required":true,"schema":{"type":"string","format":"uuid"},"example":"d0f8a8c0-e8e3-11e9-b210-d663bd873d93"}]}},"/consents/{id}":{"get":{"operationId":"consent-retrieve","summary":"Retrieve","description":"Recovers the consent resource by it's id","responses":{"200":{"description":"Retrieve a consent.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Consent"}}}},"404":{"description":"Consent not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"CONSENT_NOT_FOUND","message":"Consent not found"}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Consent"],"security":[{"default":[]}],"parameters":[{"description":"Consent primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string","format":"uuid"},"example":"6ec156fe-e8ac-4d9a-a4b3-7770529ab01c"}]}},"/accounts":{"get":{"operationId":"accounts-list","summary":"List","description":"Recovers all accounts collected for the item provided","responses":{"200":{"description":"Retrieve a list of all accounts","content":{"application/json":{"schema":{"type":"object","properties":{"page":{"type":"number","format":"double","description":""},"total":{"type":"number","format":"double","description":""},"totalPages":{"type":"number","format":"double","description":""},"results":{"type":"array","items":{"$ref":"#/components/schemas/Account"},"description":"List of retrieved accounts"}}},"examples":{"response":{"value":{"page":1,"total":2,"totalPages":1,"results":[{"id":"a658c848-e475-457b-8565-d1fffba127c4","createdAt":"2020-06-24T21:29:40.300Z","updatedAt":"2020-06-24T21:29:40.300Z","type":"BANK","subtype":"CHECKING_ACCOUNT","number":"0001/12345-0","name":"Conta Corrente","marketingName":"GOLD Conta Corrente","balance":120950,"itemId":"a0922d6f-2007-4169-a181-b961500608db","taxNumber":"333.333.333-33","owner":"John Doe","currencyCode":"BRL","bankData":{"transferNumber":"0001/12345-0","closingBalance":120950,"automaticallyInvestedBalance":100,"overdraftContractedLimit":0,"overdraftUsedLimit":0,"unarrangedOverdraftAmount":0}},{"id":"a658c848-e475-457b-8565-d1fffba127c4","type":"CREDIT","subtype":"CREDIT_CARD","number":"xxxx8670","name":"Mastercard Black","marketingName":"PLUGGY UNICLASS MASTERCARD BLACK","balance":120950,"itemId":"a0922d6f-2007-4169-a181-b961500608db","taxNumber":"333.333.333-33","owner":"John Doe","currencyCode":"BRL","creditData":{"level":"BLACK","brand":"MASTERCARD","balanceCloseDate":"2022-01-03","balanceDueDate":"2022-01-03","availableCreditLimit":200000,"balanceForeignCurrency":0,"minimumPayment":16190,"creditLimit":300000,"status":"ACTIVE","holderType":"MAIN"}}]}}}}}}},"tags":["Account"],"security":[{"default":[]}],"parameters":[{"description":"Item primary identifier","in":"query","name":"itemId","required":true,"schema":{"type":"string","format":"uuid"},"example":"d0f8a8c0-e8e3-11e9-b210-d663bd873d93"},{"description":"Parameter to filter between bank accounts and credit accounts","in":"query","name":"type","required":false,"schema":{"type":"string","enum":["BANK","CREDIT"]},"example":"BANK"}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\n\nclient\n  .fetchAccounts('YOUR_ITEM_ID')\n  .then(({ results: accounts }) => {\n    console.log(accounts);\n  });"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret('your_client_id', 'your_secret')\n  .baseUrl('https://api.pluggy.ai')\n  .build();\nResponse<AccountsResponse> accountsResponse = pluggyClient.service().getAccounts('your_item_id').execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient('YOUR_PLUGGY_API_KEY');\nPageResults<Account> accountsResponse = await pluggyClient.FetchAccounts('YOUR_ITEM_ID');"}]}}},"/accounts/{id}":{"get":{"operationId":"accounts-retrieve","summary":"Retrieve","description":"Recovers the account resource by its id","responses":{"200":{"description":"Retrieve an account.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Account"},"examples":{"bank":{"value":{"id":"a658c848-e475-457b-8565-d1fffba127c4","createdAt":"2020-06-24T21:29:40.300Z","updatedAt":"2020-06-24T21:29:40.300Z","type":"BANK","subtype":"CHECKING_ACCOUNT","number":"0001/12345-0","name":"Conta Corrente","marketingName":"GOLD Conta Corrente","balance":120950,"itemId":"a0922d6f-2007-4169-a181-b961500608db","taxNumber":"333.333.333-33","owner":"John Doe","currencyCode":"BRL","bankData":{"transferNumber":"0001/12345-0","closingBalance":120950,"automaticallyInvestedBalance":null,"overdraftContractedLimit":0,"overdraftUsedLimit":0,"unarrangedOverdraftAmount":0}}},"credit":{"value":{"id":"a658c848-e475-457b-8565-d1fffba127c4","type":"CREDIT","subtype":"CREDIT_CARD","number":"xxxx8670","name":"Mastercard Black","marketingName":"PLUGGY UNICLASS MASTERCARD BLACK","balance":120950,"itemId":"a0922d6f-2007-4169-a181-b961500608db","taxNumber":"333.333.333-33","owner":"John Doe","currencyCode":"BRL","creditData":{"level":"BLACK","brand":"MASTERCARD","balanceCloseDate":"2022-01-03","balanceDueDate":"2022-01-03","availableCreditLimit":200000,"balanceForeignCurrency":0,"minimumPayment":16190,"creditLimit":300000,"status":"ACTIVE","holderType":"MAIN"}}}}}}},"404":{"description":"Account not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"ACCOUNT_NOT_FOUND","message":"account not found"}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Account"],"security":[{"default":[]}],"parameters":[{"description":"Account primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string"},"example":"a658c848-e475-457b-8565-d1fffba127c4"}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\n\nclient\n  .fetchAccount('ACCOUNT_ID')\n  .then((account) => {\n    console.log(account);\n  });"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret('your_client_id', 'your_secret')\n  .baseUrl('https://api.pluggy.ai')\n  .build();\nAccount account = pluggyClient.service().getAccount(\"ACCOUNT_ID\").execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient('YOUR_PLUGGY_API_KEY');\nAccount account = await pluggyClient.FetchAccount(\"ACCOUNT_ID\");"}]}}},"/accounts/{id}/statements":{"get":{"operationId":"account-statements-list","summary":"List account statements","description":"Recovers all statements collected for the account provided","responses":{"200":{"description":"Retrieve a list of all statements for an account","content":{"application/json":{"schema":{"type":"object","required":["total","totalPages","page","results"],"properties":{"total":{"type":"number"},"totalPages":{"type":"number"},"page":{"type":"number"},"results":{"type":"array","items":{"type":"object","required":["id","monthYear","url"],"properties":{"id":{"type":"string","format":"uuid"},"monthYear":{"type":"string"},"url":{"type":"string","description":"Signed URL to the statement file, this url is valid for 30 minutes"}}}}}},"examples":{"response":{"value":{"total":2,"totalPages":1,"page":1,"results":[{"id":"a8534c85-53ce-4f21-94d7-50e9d2ee4957","monthYear":"01-2025","url":"signed-aws-url"},{"id":"05c693bf-c196-47ea-a28c-8251d6bb8a06","monthYear":"02-2025","url":"signed-aws-url"}]}}}}}},"400":{"description":"Missing parameter","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"message":"accountId should not be null or undefined,accountId must be a UUID","code":400}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Account"],"security":[{"default":[]}],"parameters":[{"description":"Account primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string"},"example":"a658c848-e475-457b-8565-d1fffba127c4"}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\n\nclient\n  .fetchAccountStatements('ACCOUNT_ID')\n  .then(({ results: statements }) => {\n    console.log(statements);\n  });"}]}}},"/accounts/{id}/balance":{"get":{"operationId":"account-balance-get","summary":"Get real-time balance","description":"Fetches the real-time balance for the account directly from the financial institution connector, without requiring a full item sync.","responses":{"200":{"description":"Real-time account balance","content":{"application/json":{"schema":{"type":"object","required":["balance","currencyCode","updateDateTime"],"properties":{"balance":{"type":"number","description":"The available balance of the account, same as balance in the account resource."},"blockedBalance":{"type":"number","description":"Amount currently blocked or held on the account. Only present when the institution reports it."},"automaticallyInvestedBalance":{"type":"number","description":"Amount held in the account's automatic investment facility. Only present when the institution reports it."},"currencyCode":{"type":"string","description":"The currency code of the balance amounts"},"updateDateTime":{"type":"string","description":"The date and time when the balance was last updated"}}},"examples":{"response":{"value":{"balance":1500.5,"blockedBalance":0,"automaticallyInvestedBalance":200,"currencyCode":"BRL","updateDateTime":"2024-01-15T10:30:00Z"}}}}}},"400":{"description":"The balance request was rejected as invalid by the financial institution","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"message":"The balance request was rejected as invalid by the financial institution.","code":400,"codeDescription":"BALANCE_INVALID_REQUEST"}}}},"403":{"description":"The financial institution denied access to the account balance (consent expired or missing the required permission)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"message":"The financial institution denied access to the account balance. The consent may be expired or missing the required permission.","code":403,"codeDescription":"BALANCE_CONSENT_ERROR"}}}},"404":{"description":"Account not found, or the balance was not found at the financial institution","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"examples":{"accountNotFound":{"value":{"message":"account not found for the given id","code":404}},"balanceNotFound":{"value":{"message":"The account balance was not found at the financial institution.","code":404,"codeDescription":"BALANCE_NOT_FOUND"}}}}}},"429":{"description":"Rate limited by the financial institution","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"message":"The financial institution rate-limited the balance request. Please try again later.","code":429,"codeDescription":"BALANCE_OPEN_FINANCE_RATE_LIMIT"}}}},"500":{"description":"Unexpected error fetching balance from connector","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"message":"An error occurred while fetching the account balance from the connector","code":500,"codeDescription":"BALANCE_FETCH_ERROR"}}}},"502":{"description":"The financial institution is temporarily unavailable to provide the balance","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"message":"The financial institution is temporarily unavailable to provide the balance. Please try again later.","code":502,"codeDescription":"BALANCE_CONNECTOR_UNAVAILABLE"}}}}},"tags":["Account"],"security":[{"default":[]}],"parameters":[{"description":"Account primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string"},"example":"a658c848-e475-457b-8565-d1fffba127c4"}]}},"/transactions":{"get":{"operationId":"transactions-list","summary":"List by Page (deprecated)","description":"**Deprecated**: this endpoint is deprecated and will be available only until **2026-12-31**, after which it will be removed. Please migrate to `GET /v2/transactions`, which uses cursor-based pagination.\n\nRecovers all transactions collected for the acount provided.","deprecated":true,"responses":{"200":{"description":"Retrieve a list of all transactions for an account","content":{"application/json":{"schema":{"$ref":"#/components/schemas/PageResponseTransactions"},"examples":{"response":{"value":{"total":8,"totalPages":1,"page":1,"results":[{"id":"a8534c85-53ce-4f21-94d7-50e9d2ee4957","createdAt":"2020-06-24T21:29:40.300Z","updatedAt":"2020-06-24T21:29:40.300Z","description":"* PROV * COMPRA TESOURO DIRETO CLIENTES","descriptionRaw":"* PROV * COMPRA TESOURO DIRETO CLIENTES","currencyCode":"BRL","amount":-212.45,"date":"2020-10-15T00:00:00.000Z","balance":4439.4,"category":"Fixed Income Investment","accountId":"562b795d-1653-429f-be86-74ead9502813","providerCode":null,"status":"POSTED","paymentData":null,"type":"DEBIT","providerId":null},{"id":"05c693bf-c196-47ea-a28c-8251d6bb8a06","description":"PAGO NETFLIX SERV","descriptionRaw":"PAGO NETFLIX SERV","currencyCode":"USD","amount":-58,"amountInAccountCurrency":-298.19,"date":"2020-10-15T00:00:00.000Z","balance":4651.85,"category":"Video streaming","accountId":"562b795d-1653-429f-be86-74ead9502813","providerCode":null,"status":"POSTED","paymentData":null,"type":"DEBIT","providerId":null,"merchant":{"name":"Netflix","businessName":"NETFLIX ENTRETENIMENTO BRASIL LTDA.","cnpj":"11111111000111","category":"Video streaming","cnae":"5911100"}},{"id":"97536285-cc22-4a5a-9d05-f5fe24410d0c","description":"* PROV * DEVOLUÇÃO DE MARGEM","descriptionRaw":"* PROV * DEVOLUÇÃO DE MARGEM","currencyCode":"BRL","amount":2482.26,"date":"2020-10-15T00:00:00.000Z","balance":4950.04,"category":"Margin Withdrawn","accountId":"562b795d-1653-429f-be86-74ead9502813","providerCode":null,"status":"POSTED","paymentData":null,"type":"CREDIT","providerId":null},{"id":"8caf328b-4528-4de6-b931-10639d0084c5","description":"LIQUIDO DAS OPERAÇÕES BMF PR. 14/10/2020 NC. 870947","descriptionRaw":"LIQUIDO DAS OPERAÇÕES BMF PR. 14/10/2020 NC. 870947","currencyCode":"BRL","amount":-1.06,"date":"2020-10-14T00:00:00.000Z","balance":2467.78,"category":"Investment","accountId":"562b795d-1653-429f-be86-74ead9502813","providerCode":null,"status":"POSTED","paymentData":null,"type":"DEBIT","providerId":null},{"id":"ff9ed929-edc4-408c-a959-d51f79ab1814","description":"MERCADOLIVRE*2PRODUTOS","currencyCode":"BRL","amount":159.2,"date":"2020-10-14T00:00:00.000Z","balance":2468.84,"category":"Investment","accountId":"562b795d-1653-429f-be86-74ead9502813","providerCode":null,"status":"POSTED","paymentData":null,"type":"CREDIT","creditCardMetadata":{"totalAmount":320,"totalInstallments":2,"installmentNumber":2,"purchaseDate":"2020-09-14T00:00:00.000Z","payeeMCC":1234,"cardNumber":"0597","billId":"abced929-edc4-408c-a959-d51f79ab1123","billForecastDate":"2020-10"},"providerId":null},{"id":"093fc873-442a-4bd8-9171-51f17892fb09","description":"LIQUIDO DAS OPERAÇÕES BM&F PR. 14/10/2020 NC. 870947","descriptionRaw":"LIQUIDO DAS OPERAÇÕES BM&F PR. 14/10/2020 NC. 870947","currencyCode":"BRL","amount":-10.3,"date":"2020-10-14T00:00:00.000Z","balance":2309.64,"category":"Investment","accountId":"562b795d-1653-429f-be86-74ead9502813","providerCode":null,"status":"POSTED","paymentData":null,"type":"DEBIT","providerId":null},{"id":"6ec156fe-e8ac-4d9a-a4b3-7770529ab01c","description":"TED Example","descriptionRaw":null,"currencyCode":"BRL","amount":1500,"date":"2020-10-14T00:00:00.000Z","balance":3500,"category":"Transfer","accountId":"03cc0eff-4ec5-495c-adb3-1ef9611624fc","providerCode":"123456","type":"CREDIT","status":"POSTED","operationType":"TED","paymentData":{"payer":{"name":"Tiago Rodrigues Santos","branchNumber":"090","accountNumber":"1234-5","routingNumber":"001","documentNumber":{"type":"CPF","value":"666.666.666-66"}},"reason":"Taxa de serviço","receiver":{"name":"Pluggy","branchNumber":"999","accountNumber":"9876-1","routingNumber":"002","documentNumber":{"type":"CNPJ","value":"22.222.222/0001-22"}},"paymentMethod":"TED","referenceNumber":"123456789"},"providerId":null}]}}}}}},"400":{"description":"Missing or invalid parameter","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"examples":{"missingAccountId":{"summary":"Missing accountId","value":{"message":"accountId should not be null or undefined,accountId must be a UUID","code":400}},"idsExceedsMaxLength":{"summary":"ids parameter exceeds max length","value":{"message":"The ids parameter cannot have more than 500 transaction ids","code":400,"codeDescription":"IDS_PARAMETER_EXCEEDS_MAX_LENGTH"}}}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Transaction"],"security":[{"default":[]}],"parameters":[{"description":"Account primary identifier","in":"query","name":"accountId","required":true,"schema":{"type":"string","format":"uuid"},"example":"562b795d-1653-429f-be86-74ead9502813"},{"description":"Array of transaction identifiers. If defined, 'from' and 'to' parameters will be discarded. Maximum of 500 ids per request.","in":"query","name":"ids","required":false,"schema":{"type":"array","items":{"type":"string","format":"uuid"}},"example":"a8534c85-53ce-4f21-94d7-50e9d2ee4957, 05c693bf-c196-47ea-a28c-8251d6bb8a06"},{"description":"Filter greater than date. Format (yyyy-mm-dd)","in":"query","name":"from","required":false,"schema":{"type":"string","format":"date-time"},"example":"2020-10-13"},{"description":"Filter lower than date. Format (yyyy-mm-dd)","in":"query","name":"to","required":false,"schema":{"type":"string","format":"date-time"},"example":"2020-10-15"},{"description":"Page size for the paging request, default: 500","in":"query","name":"pageSize","required":false,"schema":{"type":"number","format":"double","minimum":1,"maximum":500},"example":"50"},{"description":"Page number for the paging request, default: 1","in":"query","name":"page","required":false,"schema":{"type":"number","format":"double"},"example":"1"},{"description":"Credit Card Bill's primary identifier, if account is a credit card.","in":"query","name":"billId","required":false,"schema":{"type":"string","format":"uuid"},"example":"abced929-edc4-408c-a959-d51f79ab1123"},{"description":"Filter greater than createdAt. Format (yyyy-mm-ddThh:mm:ss.000Z)","in":"query","name":"createdAtFrom","required":false,"schema":{"type":"string","format":"date-time"},"example":"2020-10-13T03:00:00.000Z"}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\n\nclient\n  .fetchTransactions('ACCOUNT_ID')\n  .then(({results: transactions}) => {\n    console.log(transactions);\n  });"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret('YOUR_CLIENT_ID', 'YOUR_CLIENT_SECRET')\n  .baseUrl('https://api.pluggy.ai')\n  .build();\nResponse<TransactionsResponse> transactions = pluggyClient.service().getTransactions(\"ACCOUNT_ID\").execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient('YOUR_PLUGGY_API_KEY');\nPageResults<Transaction> transactions = await pluggyClient.FetchTransactions(\"ACCOUNT_ID\");"}]}}},"/v2/items":{"get":{"operationId":"items-list-by-cursor","summary":"List","description":"Recovers your items using cursor-based pagination, most recently created first.\n\nThis endpoint is opt-in: it is disabled by default and must be enabled for your team. Contact support if you want access.","responses":{"200":{"description":"Retrieve a list of your items using cursor-based pagination","content":{"application/json":{"schema":{"$ref":"#/components/schemas/CursorPageResponseItems"}}}},"400":{"description":"Missing or invalid parameter","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"examples":{"invalidCursor":{"summary":"Invalid cursor","value":{"message":"Invalid cursor","code":400,"codeDescription":"INVALID_CURSOR"}},"invalidConnectorId":{"summary":"Invalid connectorId","value":{"message":"connectorId must be an integer number","code":400}}}}}},"403":{"description":"The feature is not enabled for this client","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"examples":{"featureNotEnabled":{"summary":"Listing items is not enabled","value":{"message":"This client is not enabled to list its items.","code":403,"codeDescription":"LIST_ITEMS_FEATURE_NOT_ENABLED"}}}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Items"],"security":[{"default":[]}],"parameters":[{"description":"Filter by the identifier you assigned to the end user","in":"query","name":"clientUserId","required":false,"schema":{"type":"string","maxLength":255},"example":"user-1234"},{"description":"Filter by the institution (connector) identifier","in":"query","name":"connectorId","required":false,"schema":{"type":"integer","minimum":0},"example":201},{"description":"Cursor for the next page. Use the 'next' value of the previous response; do not build it yourself.","in":"query","name":"after","required":false,"schema":{"type":"string"}}]}},"/v2/transactions":{"get":{"operationId":"transactions-list-by-cursor","summary":"List","description":"Recovers all transactions for the account provided using cursor-based pagination.","responses":{"200":{"description":"Retrieve a list of transactions for an account using cursor-based pagination","content":{"application/json":{"schema":{"$ref":"#/components/schemas/CursorPageResponseTransactions"},"examples":{"response":{"value":{"results":[{"id":"a8534c85-53ce-4f21-94d7-50e9d2ee4957","createdAt":"2020-06-24T21:29:40.300Z","updatedAt":"2020-06-24T21:29:40.300Z","description":"* PROV * COMPRA TESOURO DIRETO CLIENTES","descriptionRaw":"* PROV * COMPRA TESOURO DIRETO CLIENTES","currencyCode":"BRL","amount":-212.45,"date":"2020-10-15T00:00:00.000Z","balance":4439.4,"category":"Fixed Income Investment","accountId":"562b795d-1653-429f-be86-74ead9502813","providerCode":null,"status":"POSTED","paymentData":null,"type":"DEBIT","providerId":null}],"next":"?accountId=562b795d-1653-429f-be86-74ead9502813&after=MjAyMC0xMC0xNVQwMDowMDowMC4wMDBafGE4NTM0Yzg1LTUzY2UtNGYyMS05NGQ3LTUwZTlkMmVlNDk1Nw=="}}}}}},"400":{"description":"Missing or invalid parameter","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"examples":{"missingAccountId":{"summary":"Missing accountId","value":{"message":"accountId should not be null or undefined, accountId must be a UUID","code":400}},"invalidCursor":{"summary":"Invalid cursor","value":{"message":"Invalid cursor","code":400}},"idsExceedsMaxLength":{"summary":"ids parameter exceeds max length","value":{"message":"The ids parameter cannot have more than 500 transaction ids","code":400,"codeDescription":"IDS_PARAMETER_EXCEEDS_MAX_LENGTH"}}}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Transaction"],"security":[{"default":[]}],"parameters":[{"description":"Account primary identifier","in":"query","name":"accountId","required":true,"schema":{"type":"string","format":"uuid"},"example":"562b795d-1653-429f-be86-74ead9502813"},{"description":"Comma-separated list of transaction identifiers (UUIDs). Maximum of 500 ids per request.","in":"query","name":"ids","required":false,"schema":{"type":"array","items":{"type":"string","format":"uuid"}},"example":"a8534c85-53ce-4f21-94d7-50e9d2ee4957, 05c693bf-c196-47ea-a28c-8251d6bb8a06"},{"description":"Filter transactions with date greater than or equal to the given date. Format (yyyy-mm-dd). Cannot be used together with createdAtFrom.","in":"query","name":"dateFrom","required":false,"schema":{"type":"string","format":"date-time"},"example":"2020-10-13"},{"description":"Filter transactions with date less than or equal to the given date. Format (yyyy-mm-dd).","in":"query","name":"dateTo","required":false,"schema":{"type":"string","format":"date-time"},"example":"2020-10-15"},{"description":"Filter transactions created at or after this date. Format (yyyy-mm-ddThh:mm:ss.000Z)","in":"query","name":"createdAtFrom","required":false,"schema":{"type":"string","format":"date-time"},"example":"2020-10-13T03:00:00.000Z"},{"description":"Cursor for the next page of results. To paginate, append the previous response's 'next' value to the endpoint path as the full query string (GET /v2/transactions{next}). If building the request manually, send here only the URL-decoded 'after' value contained in 'next' — never the whole 'next' string.","in":"query","name":"after","required":false,"schema":{"type":"string"},"example":"MjAyMC0xMC0xNVQwMDowMDowMC4wMDBafGE4NTM0Yzg1LTUzY2UtNGYyMS05NGQ3LTUwZTlkMmVlNDk1Nw=="}]}},"/transactions/{id}":{"get":{"operationId":"transactions-retrieve","summary":"Retrieve","description":"Recovers the transaction resource by it's id","responses":{"200":{"description":"Retrieve a transaction.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Transaction"}}}},"404":{"description":"Transaction not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"TRANSACTION_NOT_FOUND","message":"Transaction not found"}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Transaction"],"security":[{"default":[]}],"parameters":[{"description":"transaction primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string","format":"uuid"},"example":"6ec156fe-e8ac-4d9a-a4b3-7770529ab01c"}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\n\nclient\n  .fetchTransaction('ACCOUNT_ID')\n  .then((transaction) => {\n    console.log(transaction);\n  });"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret('YOUR_CLIENT_ID', 'YOUR_CLIENT_SECRET')\n  .baseUrl('https://api.pluggy.ai')\n  .build();\nResponse<Transaction> transaction = pluggyClient.service().getTransaction(\"TRANSACTION_ID\").execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient('YOUR_PLUGGY_API_KEY');\nTransaction transaction = await pluggyClient.FetchTransactioNs(\"TRANSACTION_ID\");"}]}},"patch":{"operationId":"transactions-Update","summary":"Update","description":"Update the transaction's category by it's id","requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/UpdateTransaction"}}},"description":"New category identifier","required":true},"responses":{"200":{"description":"Retrieve an updated transaction.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Transaction"}}}},"400":{"description":"Missing parameter","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"message":"Transaction Id should not be null or undefined, transactionId must be a UUID","code":400}}}},"404":{"description":"Transaction not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"message":"Transaction not found"}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Transaction"],"security":[{"default":[]}],"parameters":[{"description":"transaction primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string","format":"uuid"},"example":"6ec156fe-e8ac-4d9a-a4b3-7770529ab01c"}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\n\nclient\n  .updateTransactionCategory('TRANSACTION_ID','CATEGORY_ID')\n  .then((transaction) => {\n    console.log(transaction);\n  });"}]}}},"/investments":{"get":{"operationId":"investments-list","summary":"List","description":"Recovers all investments collected for the item provided","responses":{"200":{"description":"Retrieve a list of all investments","content":{"application/json":{"schema":{"type":"object","properties":{"page":{"type":"number","format":"double","description":""},"total":{"type":"number","format":"double","description":""},"totalPages":{"type":"number","format":"double","description":""},"results":{"type":"array","items":{"$ref":"#/components/schemas/Investment"},"description":"List of investments"}}},"examples":{"response":{"value":{"page":1,"total":3,"totalPages":1,"results":[{"id":"f77eccf4-7714-498e-92a9-1bebe70335d9","code":"22.222.222/0001-22","name":"Bahia AM Advisory FIC de FIM","balance":1359.39,"currencyCode":"BRL","type":"MUTUAL_FUND","subtype":"MULTIMARKET_FUND","lastMonthRate":0.24,"annualRate":3.24,"lastTwelveMonthsRate":3,"itemId":"207f5bcd-312a-439c-abbe-166b6632c980","value":500,"quantity":3,"amount":1500,"taxes":40.61,"taxes2":100,"date":"2020-07-19T18:27:41.802Z","owner":"John Doe","number":null,"amountProfit":310.5,"amountWithdrawal":1310.5,"amountOriginal":1000,"status":"ACTIVE","transactions":[{"id":"b5e0f0b1-8a2c-4f4a-9d21-8f0f1e1a2b3c","tradeDate":"2020-10-01T00:00:00.000Z","date":"2020-10-01T00:00:00.000Z","description":"Aplicação Fondo de Investimento Premium","quantity":1.25,"value":2,"amount":5,"type":"BUY","movementType":"CREDIT"}]},{"id":"2a96b873-53bb-4d16-a3d8-385a57e78d7e","number":null,"name":"CDB1194KL0Z - BANCO MAXIMA S/A","balance":2000,"currencyCode":"BRL","type":"FIXED_INCOME","subtype":"CDB","itemId":"207f5bcd-312a-439c-abbe-166b6632c980","code":"0001-02","amount":2500,"taxes":null,"taxes2":null,"date":"2020-07-19T18:27:41.802Z","owner":"John Doe","rate":30,"rateType":"CDI","fixedAnnualRate":10.5,"amountProfit":null,"amountWithdrawal":2000,"amountOriginal":1000,"issuer":"Pluggy","issuerCNPJ":"22.222.222/0001-22","issueDate":"2020-07-19T18:27:41.802Z","purchaseDate":"2020-07-15T10:00:00.000Z","status":"ACTIVE"},{"id":"ded7d2f1-6b90-44a8-9ace-de747b9f5bfe","number":"123456-2","name":"Pluggy PREVIDENCIA","balance":1359.39,"currencyCode":"BRL","type":"SECURITY","subtype":"RETIREMENT","annualRate":3.24,"itemId":"207f5bcd-312a-439c-abbe-166b6632c980","code":null,"value":500,"quantity":3,"amount":1500,"taxes":0,"taxes2":0,"date":"2020-07-19T18:27:41.802Z","owner":"John Doe","amountProfit":359.39,"amountWithdrawal":1310.5,"status":"ACTIVE","institution":{"name":"BANCO BTG PACTUAL S/A","number":"30306294000145"}}]}}}}}}},"tags":["Investment"],"security":[{"default":[]}],"parameters":[{"description":"Item's primary identifier","in":"query","name":"itemId","required":true,"schema":{"type":"string","format":"uuid"},"example":"d0e8a7f0-6d86-11ea-b77f-2e728ce88125"},{"description":"Investment's type to filter","in":"query","name":"type","required":false,"schema":{"type":"string","enum":["COE","EQUITY","ETF","FIXED_INCOME","MUTUAL_FUND","SECURITY","OTHER"]}},{"description":"Page size for the paging request, default: 500","in":"query","name":"pageSize","required":false,"schema":{"type":"number","format":"double"},"example":"50"},{"description":"Page number for the paging request, default: 1","in":"query","name":"page","required":false,"schema":{"type":"number","format":"double"},"example":"1"}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\nclient\n  .fetchInvestments(\"d619cfde-a8d7-4fe0-a10d-6de488bde4e0\")\n  .then(({ results: investments }) => {\n    console.log(investments);\n  });"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient(\"YOUR_CLIENT_ID\", \"YOUR_CLIENT_SECRET\");\nList<Investment> investments = await pluggyClient.FetchInvestments(\"d619cfde-a8d7-4fe0-a10d-6de488bde4e0\");"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret(“YOUR_CLIENT_ID', 'YOUR_CLIENT_SECRET')\n  .build();\nResponse<InvestmentsResponse> investmentsResponse = pluggyClient.service().getInvestments(\"YOUR_ITEM_ID\").execute();"}]}}},"/investments/{id}":{"get":{"operationId":"investments-retrieve","summary":"Retrieve","responses":{"200":{"description":"Retrieve an investment.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Investment"}}}},"404":{"description":"Investment not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"INVESTMENT_NOT_FOUND","message":"investment not found"}}}}},"description":"Recovers the investment resource by its id","tags":["Investment"],"security":[{"default":[]}],"parameters":[{"description":"investment primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string","format":"uuid"},"example":"d0e8a7f0-6d86-11ea-b77f-2e728ce88125"}]}},"/investments/{id}/transactions":{"get":{"operationId":"investment-transactions-list","summary":"List investment transactions","description":"Recovers all investment transactions for the investment provided","responses":{"200":{"description":"Retrieve a list of all transactions for an investment","content":{"application/json":{"schema":{"$ref":"#/components/schemas/PageResponseInvestmentTransactions"},"examples":{"response":{"value":{"total":2,"totalPages":1,"page":1,"results":[{"id":"910419d2-e833-41f2-af43-080693f7ef8a","amount":60000,"description":null,"value":1200,"quantity":50,"tradeDate":"2021-09-15T00:00:00.000Z","date":"2021-09-15T00:00:00.000Z","type":"SELL","movementType":"DEBIT","netAmount":null,"agreedRate":null,"brokerageNumber":null,"expenses":{}},{"id":"f24f7eec-5a5b-4e54-8727-d40b0b91115a","amount":110000,"description":null,"value":1100,"quantity":100,"tradeDate":"2021-09-01T00:00:00.000Z","date":"2021-09-01T00:00:00.000Z","type":"BUY","movementType":"CREDIT","netAmount":10000,"agreedRate":null,"brokerageNumber":"1234","expenses":{}}]}}}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Investment"],"security":[{"default":[]}],"parameters":[{"description":"Investment primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string","format":"uuid"},"example":"562b795d-1653-429f-be86-74ead9502813"},{"description":"Page size for the paging request, default: 500","in":"query","name":"pageSize","required":false,"schema":{"type":"number","format":"double"},"example":"50"},{"description":"Page number for the paging request, default: 1","in":"query","name":"page","required":false,"schema":{"type":"number","format":"double"},"example":"1"}]}},"/identity":{"get":{"operationId":"identity-find-by-item","summary":"Find by item","description":"Recovers identity of an item if available","responses":{"200":{"description":"Retrieve an identity by itemId","content":{"application/json":{"schema":{"$ref":"#/components/schemas/IdentityResponse"},"example":{"id":"42888436-62f5-49d2-8cf9-e312c7939509","itemId":"a0d4d1b0-1d1e-4f1a-9a1e-0f1c2d3e4f5a","fullName":"Francisco Sousa","companyName":"Pluggy Inc.","document":"666.666.666-66","taxNumber":"33.333.333/0001-33","documentType":"CPF","jobTitle":"Comercial","birthDate":"1991-05-01T00:00:00.000Z","establishmentCode":"001","establishmentName":"Pluggy Establishment","addresses":[{"fullAddress":"Av. Lúcio Costa 1234, Copacabana, Rio de Janeiro, Brasil","country":"Brasil","state":"RJ","city":"Rio de Janeiro","postalCode":"22620-171","primaryAddress":"Av. Lúcio Costa, 1234","type":"Personal","additionalInfo":"Apartamento 101"}],"phoneNumbers":[{"type":"Personal","value":"+54 911 12345678"}],"emails":[{"type":"Personal","value":"myemail@example.com"}],"relations":[{"type":"Father","name":"Juan Gonzalez"},{"type":"Spouse","name":"Laura Garcia"}],"createdAt":"2020-09-30T14:38:12.724Z","updatedAt":"2020-09-30T14:38:12.724Z"}}}},"400":{"description":"Invalid parameters","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"message":"itemId must be a UUID","code":400}}}},"404":{"description":"Identity not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"IDENTITY_NOT_FOUND","message":"identity not found"}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Identity"],"security":[{"default":[]}],"parameters":[{"description":"Item's primary identifier","in":"query","name":"itemId","required":true,"schema":{"type":"string","format":"uuid"},"example":"d0e8a7f0-6d86-11ea-b77f-2e728ce88125"}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\n\nclient\n  .fetchIdentityByItemId('YOUR_ITEM_ID')\n  .then((identity) => {\n    console.log(identity);\n  });"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret('your_client_id', 'your_secret')\n  .baseUrl('https://api.pluggy.ai')\n  .build();\nResponse<IdentityResponse> item = pluggyClient.service().getIdentityByItemId(\"YOUR_ITEM_ID\").execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient('YOUR_PLUGGY_API_KEY');\nIdentity identity = await pluggyClient.FetchIdentityByItemId(\"YOUR_ITEM_ID\");"}]}}},"/identity/{id}":{"get":{"operationId":"identity-retrieve","summary":"Retrieve","description":"Recovers the identity resource by its id","responses":{"200":{"description":"Retrieve an Identity resource.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/IdentityResponse"},"example":{"id":"42888436-62f5-49d2-8cf9-e312c7939509","itemId":"a0d4d1b0-1d1e-4f1a-9a1e-0f1c2d3e4f5a","fullName":"Francisco Sousa","companyName":"Pluggy Inc.","document":"666.666.666-66","taxNumber":"33.333.333/0001-33","documentType":"CPF","jobTitle":"Comercial","birthDate":"1991-05-01T00:00:00.000Z","establishmentCode":"001","establishmentName":"Pluggy Establishment","addresses":[{"fullAddress":"Av. Lúcio Costa 1234, Copacabana, Rio de Janeiro, Brasil","country":"Brasil","state":"RJ","city":"Rio de Janeiro","postalCode":"22620-171","primaryAddress":"Av. Lúcio Costa, 1234","type":"Personal","additionalInfo":"Apartamento 101"}],"phoneNumbers":[{"type":"Personal","value":"+54 911 12345678"}],"emails":[{"type":"Personal","value":"myemail@example.com"}],"relations":[{"type":"Father","name":"Juan Gonzalez"},{"type":"Spouse","name":"Laura Garcia"}],"createdAt":"2020-09-30T14:38:12.724Z","updatedAt":"2020-09-30T14:38:12.724Z"}}}},"400":{"description":"Invalid parameters","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"message":"itemId must be a UUID","code":400}}}},"404":{"description":"Identity not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"IDENTITY_NOT_FOUND","message":"identity not found"}}}},"500":{"description":"Server Internal Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"}}}}},"tags":["Identity"],"security":[{"default":[]}],"parameters":[{"description":"identity primary identifier","in":"path","name":"id","required":true,"schema":{"type":"string","format":"uuid"},"example":"d0e8a7f0-6d86-11ea-b77f-2e728ce88125"}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\n\nclient\n  .fetchIdentity('YOUR_IDENTITY_ID')\n  .then((identity) => {\n    console.log(identity);\n  });"},{"language":"java","code":"PluggyClient pluggyClient = PluggyClient.builder()\n  .clientIdAndSecret('your_client_id', 'your_secret')\n  .baseUrl('https://api.pluggy.ai')\n  .build();\nResponse<IdentityResponse> identityByIdResponse = pluggyClient.service().getIdentityById(\"YOUR_IDENTITY_ID\").execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient('YOUR_PLUGGY_API_KEY');\nIdentity identity = await pluggyClient.FetchIdentity(\"YOUR_IDENTITY_ID\");"}]}}},"/webhooks":{"get":{"operationId":"webhooks-list","summary":"List","description":"Retrieves all Webhooks associated with your application","responses":{"200":{"description":"List of Webhooks","content":{"application/json":{"schema":{"type":"object","properties":{"page":{"type":"number","format":"double","description":""},"total":{"type":"number","format":"double","description":""},"totalPages":{"type":"number","format":"double","description":""},"results":{"type":"array","items":{"$ref":"#/components/schemas/Webhook"},"description":""}}},"examples":{"response":{"value":{"page":1,"total":2,"totalPages":1,"results":[{"id":"d619cfde-a8d7-4fe0-a10d-6de488bde4e0","event":"item/updated","url":"https://www.myapi.com/notifications","disabledAt":"2020-06-24T21:29:40.300Z","createdAt":"2020-06-24T21:29:40.300Z","updatedAt":"2020-06-24T21:29:40.300Z","headers":{"X-Signature":"my-secret"}},{"id":"207f5bcd-312a-439c-abbe-166b6632c980","event":"item/all","url":"https://www.myapi.com/notifications","disabledAt":null,"createdAt":"2020-06-24T21:29:40.300Z","updatedAt":"2020-06-24T21:29:40.300Z","headers":{}}]}}}}}},"204":{"description":"No content"},"500":{"description":"Unexpected error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":500,"message":"Internal Server Error"}}}}},"tags":["Webhook"],"security":[{"default":[]}],"x-readme":{"code-samples":[{"language":"node","code":"const pluggy = require('pluggy-sdk');\nconst client = new pluggy.PluggyClient({\n  clientId: 'YOUR_CLIENT_ID',\n  clientSecret: 'YOUR_CLIENT_SECRET',\n});\nclient\n  .fetchWebhooks()\n  .then(({ results: webhooks }) => {\n    console.log(webhook);\n  });"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient(\"YOUR_PLUGGY_API_KEY\");\nList<Webhook> webhooks = await pluggyClient.FetchWebhooks();"}]}},"post":{"operationId":"webhooks-create","summary":"Create","description":"Creates a webhook attached to the specific event and provides the notification url","responses":{"201":{"description":"Created webhook","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Webhook"}}}},"400":{"description":"Invalid parameters","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ItemCreationErrorResponse"},"examples":{"invalidEvent":{"summary":"Invalid event type","value":{"message":"Invalid event type '{event}' for webhook","code":400}},"invalidUrl":{"summary":"Webhook URL is malformed or not https","value":{"message":"Webhook url must be valid URL address and not localhost","code":400}},"nonHttpsUrl":{"summary":"Webhook URL must use https","value":{"message":"Webhook url must be a https secured url","code":400}},"ipLiteralHost":{"summary":"Webhook URL host is an IP literal","value":{"message":"Webhook url host can't be an IP address","code":400}},"reservedHost":{"summary":"Webhook URL host is localhost or a reserved/internal name","value":{"message":"Webhook url host can't be localhost or a reserved/internal name","code":400}},"privateAddress":{"summary":"Webhook URL host resolves to a non-public address","value":{"message":"Webhook url can't resolve to a private, loopback, link-local or reserved address","code":400}},"unresolvableHost":{"summary":"Webhook URL host cannot be resolved via DNS","value":{"message":"Webhook url host could not be resolved","code":400}},"alreadyExists":{"summary":"Webhook event already created for the specified url","value":{"message":"A webhook for event '{event}' and url '{url}' already exists.","code":400}},"limitReached":{"summary":"Maximum webhooks per event reached","value":{"message":"You have reached the maximum of 5 webhooks for event '{event}'.","code":400}}}}}},"500":{"description":"Unexpected error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":500,"codeDescription":"INTERNAL_SERVER_ERROR","message":"Internal Server 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.then((webhook) => {\n    console.log(webhook);\n  });"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient(\"YOUR_PLUGGY_API_KEY\");\nWebhook webhook = await pluggyClient.FetchWebhook(\"YOUR_WEBHOOK_ID\");"}]}},"patch":{"operationId":"webhooks-update","summary":"Update","description":"Updates a webhook event and/or url listener. Once updated all events that are triggered will replicate the updated logic","responses":{"200":{"description":"Update the webhook that was sent","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Webhook"}}}},"400":{"description":"Invalid parameters","content":{"application/json":{"schema":{"$ref":"#/components/schemas/WebhookCreationErrorResponse"},"examples":{"invalidUrl":{"summary":"Webhook URL is malformed or not https","value":{"message":"Webhook url must be valid URL address and not localhost","code":400}},"nonHttpsUrl":{"summary":"Webhook URL must use https","value":{"message":"Webhook url must be a https secured url","code":400}},"ipLiteralHost":{"summary":"Webhook URL host is an IP literal","value":{"message":"Webhook url host can't be an IP address","code":400}},"reservedHost":{"summary":"Webhook URL host is localhost or a reserved/internal name","value":{"message":"Webhook url host can't be localhost or a reserved/internal name","code":400}},"privateAddress":{"summary":"Webhook URL host resolves to a non-public address","value":{"message":"Webhook url can't resolve to a private, loopback, link-local or reserved address","code":400}},"unresolvableHost":{"summary":"Webhook URL host cannot be resolved via DNS","value":{"message":"Webhook url host could not be resolved","code":400}},"alreadyExists":{"summary":"Webhook event already created for the specified url","value":{"message":"A webhook for event '{event}' and url '{url}' already exists.","code":400}},"limitReached":{"summary":"Maximum webhooks per event reached","value":{"message":"You have reached the maximum of 5 webhooks for event '{event}'.","code":400}}}}}},"404":{"description":"Webhook not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"WEBHOOK_NOT_FOUND","message":"webhook not found"}}}},"500":{"description":"Unexpected 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pluggyClient.UpdateWebhook(\"YOUR_WEBHOOK_ID\", \"https://www.myapi.com/notifications\", WebhookEvent.All);"}]}},"delete":{"operationId":"webhooks-delete","summary":"Delete","description":"Deletes a webhook listener by its id","responses":{"200":{"description":"Webhook was deleted","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ICountResponse"}}}},"404":{"description":"Webhook not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"WEBHOOK_NOT_FOUND","message":"webhook not found"}}}},"500":{"description":"Unexpected error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":500,"message":"Internal Server Error"}}}}},"tags":["Webhook"],"security":[{"default":[]}],"parameters":[{"description":"webhook primary 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.clientIdAndSecret('your_client_id', 'your_secret')\n  .baseUrl('https://api.pluggy.ai')\n  .build();\nResponse<CategoriesResponse> categoriesResponse = pluggyClient.service().getCategories().execute();"},{"language":"csharp","code":"PluggyClient pluggyClient = new PluggyClient('YOUR_PLUGGY_API_KEY');\nPageResults<Category> categoriesResponse = await pluggyClient.FetchCategories();"}]}}},"/categories/{id}":{"get":{"operationId":"categories-retrieve","summary":"Retrieve","description":"Recovers the category resource by its id","responses":{"200":{"description":"Retrieve a category.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Category"}}}},"404":{"description":"Category not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"CATEGORY_NOT_FOUND","message":"category not found"}}}}},"tags":["Category"],"security":[{"default":[]}],"parameters":[{"description":"category primary 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Clients can only delete their own rules.","parameters":[{"in":"path","name":"id","required":true,"schema":{"type":"string","format":"uuid"},"description":"Category rule primary identifier"}],"responses":{"204":{"description":"Category rule deleted successfully"},"400":{"description":"Invalid category rule id","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":400,"message":"id must be a UUID"}}}},"403":{"description":"Rule belongs to another client","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":403,"codeDescription":"CATEGORY_RULE_FORBIDDEN","message":"You do not have permission to delete this category rule"}}}},"404":{"description":"Category rule not found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/GlobalErrorResponse"},"example":{"code":404,"codeDescription":"CATEGORY_RULE_NOT_FOUND","message":"Category rule not 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Returns an object containing found merchants, valid CNPJs that were not found, and invalid CNPJs.","responses":{"200":{"description":"Merchant query results","content":{"application/json":{"schema":{"type":"object","properties":{"foundMerchants":{"type":"array","items":{"$ref":"#/components/schemas/Merchant"},"description":"List of merchants found for the provided CNPJs"},"notFoundMerchants":{"type":"array","items":{"type":"string"},"description":"List of valid CNPJs that were not found in the merchant database"},"invalidCnpjs":{"type":"array","items":{"type":"string"},"description":"List of invalid CNPJ values provided"}},"required":["foundMerchants","notFoundMerchants","invalidCnpjs"]},"example":{"foundMerchants":[{"businessName":"BANCO DO BRASIL SA","cnpj":"66666666000166","name":"BANCO DO BRASIL","cnae":"6422100","category":"Banking"}],"notFoundMerchants":[],"invalidCnpjs":[]}}}}},"tags":["Merchant"],"security":[{"default":[]}],"parameters":[{"description":"Comma-separated list of CNPJs","in":"query","name":"cnpjs","required":false,"schema":{"type":"string"},"example":"00000000000191,60701190000104"}]}},"/bills":{"get":{"operationId":"bills-list","summary":"List","description":"Recovers all credit card bills collected for the account provided","responses":{"200":{"description":"Retrieve a list of all credit card bills","content":{"application/json":{"schema":{"type":"object","properties":{"page":{"type":"number","format":"double","description":""},"total":{"type":"number","format":"double","description":""},"totalPages":{"type":"number","format":"double","description":""},"results":{"type":"array","items":{"$ref":"#/components/schemas/Bill"},"description":"List of credit card 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Only returned when reported by the institution."},"status":{"enum":["ACTIVE","BLOCKED","CANCELLED",null],"type":["string","null"],"description":"Credit card status"},"holderType":{"enum":["MAIN","ADDITIONAL",null],"type":["string","null"],"description":"Credit card holder type"},"disaggregatedCreditLimits":{"type":["array","null"],"items":{"$ref":"#/components/schemas/DisaggregatedCreditLimit"},"description":"Disaggregated credit card limits"},"additionalCards":{"type":["array","null"],"items":{"$ref":"#/components/schemas/AdditionalCard"},"description":"Additional credit cards associated with the main one"}},"type":"object"},"AdditionalCard":{"description":"Additional credit card data","properties":{"number":{"type":"string","description":"Number of the additional credit card"}},"type":"object","required":["number"]},"DisaggregatedCreditLimit":{"description":"Disaggregated credit card limit","properties":{"creditLineLimitType":{"type":"string","description":"Limit type (LIMITE_CREDITO_TOTAL or LIMITE_CREDITO_MODALIDADE_OPERACAO)"},"consolidationType":{"type":"string","description":"Indicates if the limit is consolidated or individual"},"identificationNumber":{"type":"string","description":"Identification number of the additional credit card"},"isLimitFlexible":{"type":"boolean","description":"Indicates if the limit is flexible"},"usedAmount":{"type":"number","format":"double","description":"Used amount of the additional credit card"},"usedAmountCurrencyCode":{"type":"string","description":"Used amount currency code (for example, BRL)"},"lineName":{"enum":["CREDITO_A_VISTA","CREDITO_PARCELADO","SAQUE_CREDITO_BRASIL","SAQUE_CREDITO_EXTERIOR","EMPRESTIMO_CARTAO_CONSIGNADO","OUTROS"],"type":"string","description":"Name of the credit limit line"},"lineNameAdditionalInfo":{"type":"string","description":"Free text describing the line name when lineName is 'OUTROS'"},"limitAmount":{"type":"number","format":"double","description":"Limit amount of the additional credit card"},"limitAmountCurrencyCode":{"type":"string","description":"Limit amount currency code (for example, BRL)"},"limitAmountReason":{"type":"string","description":"Reason why the reported total limit amount is equal to zero"},"customizedLimitAmount":{"type":"number","format":"double","description":"Total limit amount customized by the customer through the institution's electronic channels"},"customizedLimitAmountCurrencyCode":{"type":"string","description":"Customized limit amount currency code (for example, BRL)"},"availableAmount":{"type":"number","format":"double","description":"Available amount of the additional credit card"},"availableAmountCurrencyCode":{"type":"string","description":"Available amount currency code (for example, BRL)"}},"type":"object","required":["creditLineLimitType","consolidationType","identificationNumber","isLimitFlexible","usedAmount","usedAmountCurrencyCode"]},"Account":{"description":"Account of type bank","properties":{"id":{"type":"string","description":"Primary account identifier","example":"a658c848-e475-457b-8565-d1fffba127c4"},"type":{"enum":["BANK","CREDIT"],"type":"string","description":"Top-level account category.\n- `BANK`: deposit accounts (checking, savings). The `bankData` object is populated.\n- `CREDIT`: credit-card accounts. The `creditData` object is populated.","example":"BANK"},"subtype":{"enum":["SAVINGS_ACCOUNT","CHECKING_ACCOUNT","CREDIT_CARD"],"type":"string","description":"Account subtype within its `type`.\n- `CHECKING_ACCOUNT`: conta corrente (`type=BANK`).\n- `SAVINGS_ACCOUNT`: conta poupança (`type=BANK`).\n- `CREDIT_CARD`: credit card account (`type=CREDIT`). For these the `number` field is masked to the last 4 digits.","example":"SAVINGS_ACCOUNT"},"number":{"type":"string","description":"External identifier of the account","example":"40114687/1234"},"name":{"type":"string","description":"Name of the account in a descriptive format","example":"Conta Corrente"},"marketingName":{"type":"string","description":"Name of the account as defined externally","example":"SIGNATURE CJA. AHORRO PESOS"},"balance":{"type":"number","format":"double","description":"Funds of the account","example":120950},"itemId":{"type":"string","description":"Attached item's primary identifier","format":"uuid","example":"a0922d6f-2007-4169-a181-b961500608db"},"taxNumber":{"type":"string","description":"Tax ID of the corresponding owner","example":"333.333.333-33"},"owner":{"type":"string","description":"Name of the owner of the account","example":"John Doe"},"currencyCode":{"type":"string","description":"Code referencing the currency of the balance","example":"BRL"},"bankData":{"$ref":"#/components/schemas/BankData"},"creditData":{"$ref":"#/components/schemas/CreditData"},"createdAt":{"type":"string","format":"date-time","description":"Date when the account was first created in Pluggy","example":"2024-01-15T13:21:08.456Z"},"updatedAt":{"type":"string","format":"date-time","description":"Date of the last update of the account data","example":"2024-07-22T18:05:11.328Z"}},"type":"object","required":["id","type","subtype","number","name","balance","itemId","currencyCode","createdAt","updatedAt"]},"CredentialSelectOption":{"description":"Option for ConnectorCredential of type select","properties":{"value":{"type":"string","description":"Value for the option"},"label":{"type":"string","description":"Label for the option"}},"type":"object","required":["value","label"]},"ConnectorCredential":{"description":"Credential details for a connector","properties":{"name":{"type":"string","description":"Name of the key"},"label":{"type":"string","description":"Label for input"},"type":{"enum":["text","password","number","image","select"],"type":"string","description":"Type of credential required"},"assistiveText":{"type":"string","description":"Text to help the user when completing the input"},"data":{"type":"string","description":"Used to return base64 images"},"placeholder":{"type":"string","description":"Placeholder text for the input"},"validation":{"type":"string","description":"Regex validation for the user's input"},"validationMessage":{"type":"string","description":"Validation message when input doesn't match the regex"},"mfa":{"type":"boolean","description":"Credential is an MFA parameter and must be refreshed on each execution"},"options":{"type":"array","items":{"$ref":"#/components/schemas/CredentialSelectOption"},"description":"List of possible values for the input"},"optional":{"type":"boolean","description":"Whether the credential can be left empty. Always present; defaults to false"},"instructions":{"type":"string","description":"Instructions to help the user obtain this credential"},"expiresAt":{"type":"string","format":"date-time","description":"Expiration date of the credential value, when the institution sets one"}},"type":"object","required":["name","label","type","optional"]},"ConnectorUserAction":{"description":"User action details for an item","properties":{"instructions":{"type":"string","description":"Instructions related to the user action"},"attributes":{"type":"object","description":"'{ [key]:[value] }'. Additional information related to the user action, for exampke in some device authorization flow"},"expiresAt":{"type":"string","format":"date-time","description":"User action expiration date"},"type":{"enum":["qr","authorize-access"],"type":"string","description":"Kind of action the user has to take: scan a QR code, or authorize access in the institution's app"}},"type":"object","required":["instructions","type"]},"Connector":{"description":"Connector object","properties":{"id":{"type":"number","format":"integer","description":"Primary identifier"},"name":{"type":"string","description":"Name of the institution"},"institutionUrl":{"type":"string","description":"Homepage of the institution"},"imageUrl":{"type":"string","description":"Image of the logo hosted by Pluggy"},"primaryColor":{"type":"string","description":"Primary color"},"type":{"type":"string","description":"Type of institution"},"country":{"type":"string","description":"Country located"},"credentials":{"type":"array","items":{"$ref":"#/components/schemas/ConnectorCredential"},"description":"Parameters required to start the connection"},"hasMFA":{"type":"boolean","description":"Does the connector require an MFA to execute?"},"products":{"type":"array","items":{"type":"string","enum":["ACCOUNTS","CREDIT_CARDS","TRANSACTIONS","PAYMENT_DATA","INVESTMENTS","INVESTMENTS_TRANSACTIONS","IDENTITY","BROKERAGE_NOTE","MOVE_SECURITY","LOANS"]},"description":"Products supported by the connector"},"productCoverage":{"type":"array","items":{"type":"string"},"description":"Which sub-products the institution serves, in the Open Finance directory's own vocabulary (for example INVESTMENTS:TREASURE_TITLES, CREDIT_OPERATIONS:INVOICE_FINANCINGS). Where products says whether the connector serves investments at all, this says which ones: a connector listing INVESTMENTS may serve one of the five investment resources or all five. Absent for direct connectors, which have no Open Finance participant."},"oauth":{"type":"boolean","description":"If 'true', the connector requires an Oauth flow to execute"},"oauthUrl":{"type":"string","description":"URL to perform Oauth flow if needed"},"resetPasswordUrl":{"type":"string","description":"URL to the financial institution to reset the password"},"health":{"$ref":"#/components/schemas/ConnectorHealth"},"isOpenFinance":{"type":"boolean","description":"Indicates if the connector uses the regulated Open Finance APIs"},"isSandbox":{"type":"boolean","description":"Indicates if the connector is a sandbox connector, meant for testing rather than a real institution"},"supportsPaymentInitiation":{"type":"boolean","description":"Indicates if the connector supports the payment initiation API"},"supportsScheduledPayments":{"type":"boolean","description":"Indicates if the connector supports scheduled payments"},"supportsSmartTransfers":{"type":"boolean","description":"Indicates if the connector supports smart transfers"},"supportsBoletoManagement":{"type":"boolean","description":"Indicates if the connector supports boleto management"},"supportsAutomaticPix":{"type":"boolean","description":"Indicates if the connector supports automatic Pix"},"createdAt":{"type":"string","format":"date-time","description":"Date of creation"},"updatedAt":{"type":"string","format":"date-time","description":"Date of last modification"}},"type":"object","required":["id"],"example":{"id":601,"name":"Itaú","primaryColor":"EC7000","institutionUrl":"https://www.itau.com.br","country":"BR","type":"PERSONAL_BANK","credentials":[{"validation":"^\\d{3}\\.?\\d{3}\\.?\\d{3}-?\\d{2}$","validationMessage":"CPF deve ter 11 números.","label":"CPF","name":"cpf","type":"number","placeholder":"","optional":false}],"imageUrl":"https://cdn.pluggy.ai/assets/connector-icons/201.svg","hasMFA":false,"oauth":true,"health":{"status":"ONLINE","stage":null},"products":["ACCOUNTS","TRANSACTIONS","IDENTITY","CREDIT_CARDS","PAYMENT_DATA","LOANS","INVESTMENTS"],"createdAt":"2023-09-01T18:05:09.145Z","isSandbox":false,"isOpenFinance":true,"updatedAt":"2024-07-16T15:34:08.028Z","supportsPaymentInitiation":true,"supportsScheduledPayments":true,"supportsSmartTransfers":true,"supportsBoletoManagement":true,"supportsAutomaticPix":true}},"ConnectorListResponse":{"description":"Connector List Response","type":"object","properties":{"page":{"type":"number","format":"double","description":""},"total":{"type":"number","format":"double","description":""},"totalPages":{"type":"number","format":"double","description":""},"results":{"type":"array","items":{"$ref":"#/components/schemas/Connector"},"description":""}},"example":{"page":1,"total":1,"totalPages":1,"results":[{"id":601,"name":"Itaú","primaryColor":"EC7000","institutionUrl":"https://www.itau.com.br/assets/dam/publisher/07_itau_empresas/13_open_banking/logos_regulatorio_bacen/opb_log_reg_bac_itau_img_01.svg","country":"BR","type":"PERSONAL_BANK","credentials":[{"validation":"^\\d{3}\\.?\\d{3}\\.?\\d{3}-?\\d{2}$","validationMessage":"CPF deve ter 11 números.","label":"CPF","name":"cpf","type":"number","placeholder":"","optional":false}],"imageUrl":"https://cdn.pluggy.ai/assets/connector-icons/201.svg","hasMFA":false,"oauth":true,"health":{"status":"ONLINE","stage":null},"products":["ACCOUNTS","TRANSACTIONS","IDENTITY","CREDIT_CARDS","PAYMENT_DATA","LOANS","INVESTMENTS"],"createdAt":"2023-09-01T18:05:09.145Z","isSandbox":false,"isOpenFinance":true,"updatedAt":"2024-07-16T15:34:08.028Z","supportsPaymentInitiation":true,"supportsScheduledPayments":true,"supportsSmartTransfers":true,"supportsBoletoManagement":true}]}},"ConnectorHealth":{"description":"Connector health status","properties":{"status":{"type":"string","description":"'ONLINE' | 'OFFLINE' | 'UNSTABLE'"},"stage":{"type":["string","null"]},"incidents":{"type":"array","description":"Incidents currently affecting this connector, as published on https://status.pluggy.ai. Absent when the connector has none, so a healthy connector's payload is unchanged. Ordered worst-first, so the first entry is the one to show if you only show one. Note this is about the institution, not about your own connections: use it to warn a user before they pick a bank that is known to be failing right now.","items":{"$ref":"#/components/schemas/ConnectorIncident"}},"details":{"type":"object","description":"Statistics about your recent connections on the connector and recent connection rate (percentage of healthy connections). This field is only present if you include the parameter healthDetails=true. This will be null if there was an error obtaining health details.","properties":{"connectionRateLast6Hours":{"type":"number","description":"A number from 0 to 100: the percentage of executions that succesfully connect to the institution: status of CONNECTION_ERROR,ERROR,SITE_NOT_AVAILABLE decrease the percentage. Any other status (like SUCCESS/LOGIN_ERROR) increase the percentage. The value will be null if there were no connections"},"connectionsLast6Hours":{"type":"number","description":"Amount of your connections for this connector during the last 6 hours. 0 if there were no connections"}}}}},"ConnectorIncident":{"description":"An incident affecting a connector right now, as published on the Pluggy status page. Only incidents active at this moment are listed: a scheduled maintenance appears once its window opens, not when it is announced, and disappears when the window closes.","properties":{"id":{"type":"string","format":"uuid","description":"Status page identifier of the incident"},"title":{"type":"string","description":"Short, customer-facing summary, for example 'XP Banking - Compras parceladas não sendo retornadas'"},"description":{"type":["string","null"],"description":"Longer explanation, when there is one"},"type":{"enum":["CONNECTOR_UNAVAILABLE","CONNECTOR_DEGRADED","INSTITUTION_OUTAGE","SCHEDULED_MAINTENANCE","CONSENT_ERROR","CONNECTION_NOT_UPDATING","PARTIAL_SUCCESS","ACCOUNTS_MISSING","BALANCE_INCORRECT","TRANSACTIONS_MISSING","TRANSACTIONS_INCORRECT","TRANSACTIONS_INSTALLMENTS_ISSUE","INVESTMENTS_MISSING","INVESTMENTS_INCORRECT","IDENTITY_MISSING","HISTORICAL_DATA_MISSING","WEBHOOK_DELAY","PAYMENT_FAILURE","OTHER"],"type":"string","description":"What is broken, as opposed to how badly (severity) or how far along we are (state). Use it to group the same problem across institutions, and to decide which incidents are worth showing your own users: a SCHEDULED_MAINTENANCE and a TRANSACTIONS_MISSING both read as 'degraded' otherwise. OTHER means Pluggy has not classified it, not that nothing is wrong"},"product":{"enum":["dados","pis","pis-agendado","pixauto","smart","infra"],"type":"string","description":"Which Pluggy product line the incident affects"},"kind":{"enum":["INCIDENT","MAINTENANCE"],"type":"string","description":"Whether this is an unplanned incident or a planned maintenance window"},"severity":{"enum":["DEGRADED","PARTIAL_OUTAGE","MAJOR_OUTAGE","MAINTENANCE"],"type":"string","description":"How badly the institution is affected"},"state":{"enum":["INVESTIGATING","IDENTIFIED","MONITORING","SCHEDULED"],"type":"string","description":"Where the incident is in its lifecycle. Resolved incidents are not listed"},"startedAt":{"type":"string","format":"date-time","description":"When the incident began"},"updatedAt":{"type":["string","null"],"format":"date-time","description":"When the incident was last updated"},"url":{"type":"string","description":"Permalink to the incident on the status page, with its full timeline and postmortem. Safe to show to your own users"}},"type":"object","required":["id","title","type","product","kind","severity","state","startedAt","url"]},"Item":{"description":"Item object","properties":{"id":{"type":"string","description":"Primary identifier"},"connector":{"$ref":"#/components/schemas/Connector"},"status":{"type":"string","description":"Status of the Item"},"executionStatus":{"type":"string","description":"Status of the sync execution"},"error":{"type":"object","description":"Detailed error message","properties":{"code":{"type":"string","description":"Error code"},"message":{"type":"string","description":"Detailed error message"},"providerMessage":{"type":"string","description":"Information provider by the institution mainly when user needs to perform an action"},"attributes":{"type":"object","description":"'{ [key]:[value] }'. Additional information necessary for future executions, used for example in some device authorization flow"}},"required":["code","message"]},"parameter":{"$ref":"#/components/schemas/ConnectorCredential"},"userAction":{"$ref":"#/components/schemas/ConnectorUserAction"},"webhookUrl":{"type":"string","description":"Url to be notified of item changes"},"createdAt":{"type":"string","format":"date-time","description":"Date of creation"},"updatedAt":{"type":"string","format":"date-time","description":"Date of last modification"},"lastUpdatedAt":{"type":"string","format":"date-time","description":"Date of last syncronization"},"statusDetail":{"$ref":"#/components/schemas/StatusDetail"},"nextAutoSyncAt":{"type":"string","format":"date-time","description":"Date of next auto-sync, or null if auto-sync is disabled for this Item"},"consecutiveFailedLoginAttempts":{"type":"number","format":"integer","description":"Consecutives execution that ends up with a LOGIN_ERROR status"},"consentExpiresAt":{"type":"string","format":"date-time","description":"Consent expiration date"},"products":{"type":"array","items":{"type":"string","enum":["ACCOUNTS","CREDIT_CARDS","TRANSACTIONS","PAYMENT_DATA","INVESTMENTS","INVESTMENTS_TRANSACTIONS","IDENTITY","BROKERAGE_NOTE","MOVE_SECURITY","LOANS"]},"description":"Products collected by the item"}},"type":"object","required":["id","status","executionStatus"],"example":{"id":"e062ab2b-9006-45e8-b689-defabba53647","connector":{"id":200,"name":"MeuPluggy","primaryColor":"ef294b","institutionUrl":"https://meu.pluggy.ai/","country":"BR","type":"PERSONAL_BANK","credentials":[],"imageUrl":"https://cdn.pluggy.ai/assets/connector-icons/sandbox.svg","hasMFA":false,"oauth":true,"health":{"status":"ONLINE","stage":null},"products":["ACCOUNTS","TRANSACTIONS","CREDIT_CARDS","INVESTMENTS","INVESTMENTS_TRANSACTIONS","PAYMENT_DATA","IDENTITY","BROKERAGE_NOTE"],"createdAt":"2023-09-12T16:44:13.900Z","isSandbox":false,"isOpenFinance":false,"updatedAt":"2024-11-26T13:33:44.296Z","supportsPaymentInitiation":false,"supportsScheduledPayments":false,"supportsSmartTransfers":false,"supportsBoletoManagement":false},"createdAt":"2024-09-19T13:10:31.212Z","updatedAt":"2024-09-19T13:11:23.613Z","status":"UPDATED","executionStatus":"SUCCESS","lastUpdatedAt":"2024-09-19T13:11:23.595Z","webhookUrl":null,"error":null,"clientUserId":"user@example.com","consecutiveFailedLoginAttempts":0,"statusDetail":null,"parameter":null,"userAction":null,"nextAutoSyncAt":null,"consentExpiresAt":null,"products":["ACCOUNTS","CREDIT_CARDS","TRANSACTIONS","INVESTMENTS","IDENTITY","INVESTMENTS_TRANSACTIONS","PAYMENT_DATA"],"oauthRedirectUri":null}},"CreateItem":{"description":"Create Item Request","properties":{"connectorId":{"type":"number","description":"Primary identifier of the connector"},"parameters":{"oneOf":[{"type":"object"},{"type":"string"}],"properties":{},"description":"Connector's credentials that are required to execute on a Key-Value object or a string if they are encrypted","additionalProperties":{"type":"string"}},"webhookUrl":{"type":"string","format":"uri","description":"Url to be notified of item changes"},"clientUserId":{"type":"string","description":"Client's external identifier for the user, it can be a ID, UUID or even an email. This is free for clients to use."},"oauthRedirectUri":{"type":"string","format":"uri","description":"Redirect URI required for the Oauth flow"},"products":{"type":"array","items":{"type":"string","enum":["ACCOUNTS","CREDIT_CARDS","TRANSACTIONS","PAYMENT_DATA","INVESTMENTS","INVESTMENTS_TRANSACTIONS","IDENTITY","BROKERAGE_NOTE","MOVE_SECURITY","LOANS"]},"description":"Products to be collected in the connection"},"avoidDuplicates":{"type":"boolean","description":"Avoids creating a new item if there is already one with the same credentials"}},"type":"object","required":["connectorId","parameters"],"example":{"connectorId":2,"parameters":{"user":"user-ok","password":"password-ok"},"webhookUrl":"https://example.com/webhook"}},"UpdateItem":{"description":"Update Item Request","properties":{"parameters":{"oneOf":[{"type":"object"},{"type":"string"}],"properties":{},"description":"Parameters to update on the item stored credentials.","additionalProperties":{"type":"string"}},"clientUserId":{"type":"string","description":"Client's external identifier for the user, it can be a ID, UUID or even an email. This is free for clients to use."},"webhookUrl":{"type":"string","format":"uri","description":"Url to be notified of item changes"},"products":{"type":"array","items":{"type":"string","enum":["ACCOUNTS","CREDIT_CARDS","TRANSACTIONS","PAYMENT_DATA","INVESTMENTS","INVESTMENTS_TRANSACTIONS","IDENTITY","BROKERAGE_NOTE","MOVE_SECURITY","LOANS"]},"description":"Products to be collected in the connection"}},"type":"object","example":{"webhookUrl":"https://example.com/webhook","clientUserId":"My User App Id","parameters":{"user":"user-ok","password":"password-ok"}}},"StatusDetail":{"description":"Detailed status of the item. This field will be present when the status is PARTIAL_SUCCESS or when a product in the item has warnings","type":"object","properties":{"accounts":{"$ref":"#/components/schemas/StatusDetailProduct"},"creditCards":{"$ref":"#/components/schemas/StatusDetailProduct"},"transactions":{"$ref":"#/components/schemas/StatusDetailProduct"},"investments":{"$ref":"#/components/schemas/StatusDetailProduct"},"identity":{"$ref":"#/components/schemas/StatusDetailProduct"},"investmentsTransactions":{"$ref":"#/components/schemas/StatusDetailProduct"},"paymentData":{"$ref":"#/components/schemas/StatusDetailProduct"},"loans":{"$ref":"#/components/schemas/StatusDetailProduct"},"accountStatements":{"$ref":"#/components/schemas/StatusDetailProduct"}},"example":{"accounts":{"isUpdated":true,"lastUpdatedAt":"2022-03-08T22:43:04.796Z"},"identity":{"isUpdated":false,"lastUpdatedAt":null},"creditCards":{"isUpdated":true,"lastUpdatedAt":"2022-03-08T22:43:04.796Z"},"investments":{"isUpdated":true,"lastUpdatedAt":"2022-03-08T22:43:04.796Z"},"transactions":{"isUpdated":true,"lastUpdatedAt":"2022-03-08T22:43:04.796Z"},"paymentData":null,"accountStatements":{"isUpdated":true,"lastUpdatedAt":"2022-03-08T22:43:04.796Z"}}},"StatusDetailProduct":{"description":"Detailed status of the product","type":"object","properties":{"lastUpdatedAt":{"type":"string","format":"date-time","description":"Date when the product was last updated"},"isUpdated":{"type":"boolean","description":"Product was updated in the last execution"},"warnings":{"type":"array","items":{"$ref":"#/components/schemas/StatusDetailProductWarning"},"description":"Warnings about the product data. For example, a warning about missing permissions for viewing a product"}},"example":{"isUpdated":true,"lastUpdatedAt":"2022-03-08T22:43:04.796Z"}},"StatusDetailProductWarning":{"type":"object","properties":{"code":{"type":"string","description":"The warning code generated by Pluggy"},"message":{"type":"string","description":"The warning message in english generated by Pluggy"},"providerMessage":{"type":"string","description":"The warning message from the FI if provided"}},"required":["code","message"]},"ICountResponse":{"description":"Deletion response","properties":{"count":{"type":"number","description":"Amount of items deleted"}},"type":"object","required":["count"],"example":{"count":1}},"Webhook":{"description":"","properties":{"id":{"type":"string","description":"UUID identifier for the entity"},"url":{"type":"string","description":"Url to be notified of item changes"},"event":{"$ref":"#/components/schemas/WebhookEventType"},"disabledAt":{"type":["string","null"],"format":"date-time","description":"Date when the webhook was disabled"},"createdAt":{"type":"string","format":"date-time","description":"Date when it was created"},"updatedAt":{"type":"string","format":"date-time","description":"Date of the last update"},"headers":{"type":"object","additionalProperties":{"type":"string"},"description":"Custom headers sent with each webhook delivery. Always present; an empty object when none are configured"}},"type":"object","required":["id","url","event","headers"]},"CreateWebhook":{"description":"","properties":{"url":{"type":"string","description":""},"event":{"$ref":"#/components/schemas/WebhookEventType"},"headers":{"type":"object","description":"HTTP headers that will be included in the webhook notifications (useful for things like authorization)"}},"type":"object","required":["url","event"]},"UpdateWebhook":{"description":"Partial update of a webhook. All fields are optional.","properties":{"url":{"type":"string","description":"New https url that will receive the POST of the event"},"event":{"allOf":[{"$ref":"#/components/schemas/WebhookEventType"}],"description":"New event the webhook should listen to"},"headers":{"type":["object","null"],"description":"HTTP headers to include in webhook notifications. Send null to clear the existing headers."},"enabled":{"type":"boolean","description":"Re-enable a webhook that was previously disabled. When set to true, clears the disabledAt timestamp."}},"type":"object"},"ParameterValidationError":{"description":"","properties":{"code":{"type":"string","description":""},"message":{"type":"string","description":""},"parameter":{"type":"string","description":""}},"type":"object","required":["code","message","parameter"]},"ItemParameter":{"description":"Key-Value credentials neccesary to create an item","properties":{},"additionalProperties":{"type":"string"},"type":"object","example":{"user":"my-user","password":"my-password"}},"PaymentIntentParameter":{"description":"Credentials neccesary to create a payment intent","properties":{"cpf":{"type":"string","description":"CPF of the payer"},"cnpj":{"type":"string","description":"CNPJ of the payer"},"name":{"type":"string","description":"Name of the payer. Only required for automatic pix payment requests."}},"type":"object","example":{"cpf":"333.333.333-33","cnpj":"33.333.333/0001-33"},"required":["cpf"]},"ParameterValidationResponse":{"description":"Response to parameter's validations","properties":{"errors":{"type":"array","items":{"$ref":"#/components/schemas/ParameterValidationError"},"description":""},"parameters":{"$ref":"#/components/schemas/ItemParameter"}},"type":"object","example":{"parameters":{"user":"my-user","password":"1234"},"errors":[{"code":"002","message":"A senha deve ter pelo menos 6 dígitos.","parameter":"password","data":{"min":6}}]}},"Document":{"description":"Document object containing type & value","properties":{"type":{"type":"string","description":"Type of document","example":"CPF","enum":["CPF","CNPJ"]},"value":{"type":"string","description":"Formatted value of the document","example":"333.333.333-33"}},"type":"object"},"PaymentDataParticipant":{"description":"Participant of the payment data","properties":{"documentNumber":{"$ref":"#/components/schemas/Document"},"name":{"type":"string","description":"Fullname of the participant"},"accountNumber":{"type":"string","description":"Account number on the branch"},"branchNumber":{"type":"string","description":"Agency number"},"routingNumber":{"type":"string","description":"COMPE Bank number"},"routingNumberISPB":{"type":"string","description":"ISPB Bank number"}},"type":"object"},"PaymentData":{"description":"Payment or Transfer participant's data","properties":{"payer":{"$ref":"#/components/schemas/PaymentDataParticipant"},"receiver":{"$ref":"#/components/schemas/PaymentDataParticipant"},"reason":{"type":"string","description":"User's motive submitted while making the transfer"},"referenceNumber":{"type":"string","description":"Reference number for the transfer/payment"},"receiverReferenceId":{"type":"string","description":"String submitted by the receiver associated with the payment when generating the payment request."},"authenticationCode":{"type":"string","description":"Authentication code of the payment receipt, as printed by the institution on the proof of payment. It identifies the operation itself rather than the payment instrument, so it can be present for any payment method (PIX, TED, DOC, BOLETO)."},"paymentMethod":{"type":"string","description":"Payment rail used for the transaction.\n- `PIX`: instant transfer over the Brazilian Pix system.\n- `TED`: Transferência Eletrônica Disponível (same-day inter-bank transfer).\n- `DOC`: Documento de Ordem de Crédito (D+1 inter-bank transfer, deprecated by the Central Bank).\n- `TEV`: Transferência Eletrônica de Valores (intra-bank transfer between accounts of the same institution).\n- `BOLETO`: Brazilian bank slip payment."},"boletoMetadata":{"$ref":"#/components/schemas/PaymentDataBoletoMetadata"}},"type":"object"},"Merchant":{"description":"Merchant extracted from the transaction data","properties":{"name":{"type":"string","description":"Merchants name"},"businessName":{"type":"string","description":"Merchant legal business name"},"cnpj":{"type":"string","description":"Document number related to the merchant"},"cnae":{"type":"string","description":"Economic activity classification number related to the merchant"},"category":{"type":"string","description":"Category derived from the merchant's CNAE, when one can be resolved"}},"type":"object"},"CreditCardMetadata":{"description":"Data of a transaction specific to credit card transactions","properties":{"installmentNumber":{"type":"number","description":"Number of the current installment of the purchase"},"totalInstallments":{"type":"number","description":"Total number of installments of the purchase"},"totalAmount":{"type":"number","description":"Total amount of the purchase"},"feeType":{"enum":["ANNUAL_FEE","ATM_WITHDRAWAL_DOMESTIC","ATM_WITHDRAWAL_INTERNATIONAL","EMERGENCY_CREDIT_EVALUATION","CARD_REISSUE","BILL_PAYMENT_FEE","SMS","OTHER"],"type":"string","description":"Type of fee charged. Present when the operation is a fee (TARIFA)"},"feeTypeAdditionalInfo":{"type":"string","description":"Free text describing the fee type when feeType is 'OTHER'"},"otherCreditsType":{"enum":["REVOLVING_CREDIT","BILL_INSTALLMENT","LOAN","OTHER"],"type":"string","description":"Other type of credit contracted on the card. Present when the operation is a contracted credit operation"},"otherCreditsAdditionalInfo":{"type":"string","description":"Free text describing the other credit type when otherCreditsType is 'OTHER'"},"purchaseDate":{"type":"string","format":"date-time","description":"Original Date of the purchase"},"payeeMCC":{"type":"integer","description":"Merchant Category Code of the merchant"},"cardNumber":{"type":"string","description":"Credit Card Number associated with transaction, can be different from the account if its done by an additional or virtual card."},"billId":{"type":"string","description":"Id of the bill associated to this transaction"},"billForecastDate":{"type":"string","description":"Forecasted bill period (formatted as YYYY-MM) in which this transaction is expected to be charged. Unlike billId, it is provided for pending and future transactions too. Only returned for Open Finance connectors"}},"type":"object"},"Transaction":{"description":"Transaction product","properties":{"id":{"type":"string","description":"Primary identifier of the transaction"},"description":{"type":"string","description":"Clean description of the transaction"},"descriptionRaw":{"type":["string","null"],"description":"Original transaction description as returned by the institution, before any cleanup or normalization. May be null when not provided by the institution."},"currencyCode":{"type":"string","description":"Currency ISO code"},"amount":{"type":"number","format":"double","description":"Transaction amount"},"amountInAccountCurrency":{"type":"number","format":"double","description":"Transaction amount in Account's Currency. Only present if the transaction is in a different currency than the account's currency"},"date":{"type":"string","format":"date-time","description":"Date when the transaction was made"},"type":{"type":"string","description":"Direction of the movement from the account holder's perspective.\n- `CREDIT`: money entered the account (deposits, incoming transfers, refunds).\n- `DEBIT`: money left the account (payments, withdrawals, outgoing transfers, credit-card purchases).\n\nNote: for credit-card accounts the convention is inverted at the institution but Pluggy normalizes the value so purchases are always `DEBIT` and payments to the card statement are `CREDIT`.","enum":["DEBIT","CREDIT"]},"balance":{"type":"number","format":"double","description":"Account balance immediately after the transaction was posted. May be null when the institution does not return a running balance."},"providerCode":{"type":["string","null"],"description":"Institution-provided identifier or code for the transaction (e.g. NSU, transaction number on the bank statement). Format varies per institution."},"status":{"type":"string","description":"Settlement status of the movement.\n- `POSTED`: the transaction is confirmed/settled at the institution.\n- `PENDING`: the transaction is authorized but not yet settled (typical for credit-card purchases not yet included in a closed bill).","enum":["POSTED","PENDING"]},"category":{"type":"string","description":"Category of the transaction (e.g. Restaurants, Education). See the Transaction Categorization section in our guides."},"categoryId":{"type":"string","description":"Id of the transaction category. Can be used to identify the category in the Categories endpoint"},"paymentData":{"anyOf":[{"$ref":"#/components/schemas/PaymentData"},{"type":"null"}]},"creditCardMetadata":{"$ref":"#/components/schemas/CreditCardMetadata"},"merchant":{"$ref":"#/components/schemas/Merchant"},"operationType":{"type":["string","null"],"description":"Type of operation classified by the institution. For bank account transactions it carries values such as 'PIX' or 'TED'; for credit card transactions it carries the Open Finance transaction type ('PAGAMENTO', 'PAGAMENTO_FATURA' for a partial or full bill payment, 'TARIFA', 'OPERACOES_CREDITO_CONTRATADAS_CARTAO', 'ESTORNO', 'CASHBACK', 'OUTROS'). Only returned for Open Finance connectors."},"operationTypeAdditionalInfo":{"type":["string","null"],"description":"Complementary, free-form information about the operation type, as provided by the institution. Varies by institution (a sub-type code or a description). Only returned for Open Finance connectors."},"providerId":{"type":["string","null"],"description":"Provider's identifier for the transaction. Only returned for Open Finance connectors."},"accountId":{"type":"string","format":"uuid","description":"Identifier of the account this transaction belongs to."},"order":{"type":"number","format":"integer","description":"Sequential position of the transaction within the same day, used to preserve ordering when multiple transactions share the same date."},"createdAt":{"type":"string","format":"date-time","description":"Date when the transaction was first ingested by Pluggy."},"updatedAt":{"type":"string","format":"date-time","description":"Date of the last update of the transaction data."}},"type":"object","required":["id","description","currencyCode","amount","date","accountId","createdAt","updatedAt"],"example":{"id":"6ec156fe-e8ac-4d9a-a4b3-7770529ab01c","description":"TED Example","descriptionRaw":null,"currencyCode":"BRL","amount":1500,"date":"2020-10-14T00:00:00.000Z","balance":3500,"category":"Transfers","categoryId":"05000000","accountId":"03cc0eff-4ec5-495c-adb3-1ef9611624fc","providerCode":"123456","type":"CREDIT","status":"POSTED","paymentData":{"payer":{"name":"Tiago Rodrigues Santos","branchNumber":"090","accountNumber":"1234-5","routingNumber":"001","documentNumber":{"type":"CPF","value":"666.666.666-66"}},"reason":"Taxa de serviço","receiver":{"name":"Pluggy","branchNumber":"999","accountNumber":"9876-1","routingNumber":"002","documentNumber":{"type":"CNPJ","value":"22.222.222/0001-22"}},"paymentMethod":"TED","referenceNumber":"123456789"},"merchant":null,"providerId":null}},"PageResponseTransactions":{"description":"","properties":{"results":{"type":"array","items":{"$ref":"#/components/schemas/Transaction"},"description":""},"page":{"type":"number","format":"double","description":""},"total":{"type":"number","format":"double","description":""},"totalPages":{"type":"number","format":"double","description":""}},"type":"object","required":["results","page","total","totalPages"]},"CursorPageResponseItems":{"description":"Cursor-based paginated response for items","properties":{"results":{"type":"array","items":{"$ref":"#/components/schemas/Item"},"description":"List of items for the current page"},"next":{"type":["string","null"],"description":"Ready-to-use query string for the next page: append it as-is to the endpoint path (GET /v2/items{next}). Null if there are no more results."}},"type":"object","required":["results","next"]},"CursorPageResponseTransactions":{"description":"Cursor-based paginated response for transactions","properties":{"results":{"type":"array","items":{"$ref":"#/components/schemas/Transaction"},"description":"List of transactions for the current page"},"next":{"type":["string","null"],"description":"Ready-to-use query string for the next page: append it as-is to the endpoint path (GET /v2/transactions{next}). Null if there are no more results."}},"type":"object","required":["results","next"]},"UpdateTransaction":{"description":"Update transaction category request body","properties":{"categoryId":{"type":"string","description":"Identifier of the category"}},"type":"object","required":["categoryId"],"example":{"categoryId":"07010000"}},"Category":{"description":"Cateogry response","properties":{"id":{"type":"string","description":"Identifier for the category"},"description":{"type":"string","description":"Description of the category"},"descriptionTranslated":{"type":"string","description":"Description of the category, translated to portuguese"},"parentId":{"type":"string","description":"Parent's identifier"},"parentDescription":{"type":"string","description":"Parent's category description"}},"type":"object","required":["id","description"],"example":{"id":"01010000","description":"Salary/pro-labore","parentId":"01000000","parentDescription":"Income"}},"ClientCategoryRule":{"description":"Category rule by client id","properties":{"description":{"type":"string","description":"Description of the transaction rule."},"categoryId":{"type":"string","description":"Identifier of the category"},"category":{"type":"string","description":"Description of the category"},"clientId":{"type":"string","description":"Identifier of the client"},"transactionType":{"type":"string","description":"Transaction type (DEBIT/CREDIT)"},"accountType":{"type":"string","description":"Account type (CHECKING_ACCOUNT/CREDIT_CARD)"}},"type":"object","required":["description","category"],"example":{"description":"uber payment","category":"Salary/pro-labore","categoryId":"05000000","clientId":"03cc0eff-4ec5-495c-adb3-1ef9611624fc","transactionType":"DEBIT","accountType":"CHECKING_ACCOUNT"}},"CreateClientCategoryRule":{"description":"Create client category rule","properties":{"description":{"type":"string","description":"Description of the transaction rule."},"categoryId":{"type":"string","description":"Identifier of the category"},"transactionType":{"type":"string","description":"Transaction type (DEBIT/CREDIT)"},"accountType":{"type":"string","description":"Account type (CHECKING_ACCOUNT/CREDIT_CARD)"},"matchType":{"type":"string","description":"Type of match used to identify the rule (exact/contains/startsWith/endsWith), if not provided, defaults to 'exact'"}},"type":"object","required":["description","categoryId"],"example":{"description":"uber payment","categoryId":"05000000","transactionType":"DEBIT","accountType":"CHECKING_ACCOUNT"}},"InvestmentExpenses":{"description":"Taxes and fees that applied to the transaction","properties":{"serviceTax":{"type":"number","format":"double","description":"(ISS) Service tax that varies according to state"},"brokerageFee":{"type":"number","format":"double","description":"Commission charged by the brokerage for carrying out transactions on the stock market"},"incomeTax":{"type":"number","format":"double","description":"(IRRF) Income Tax Withholding, amount paid to the Internal Revenue Service"},"tradingAssetsNoticeFee":{"type":"number","format":"double","description":"(ANA) Fee of Notice of Trading in Assets"},"maintenanceFee":{"type":"number","format":"double","description":"(termo/opções) Fees charged by BM&F Bovespa in negotiations"},"settlementFee":{"type":"number","format":"double","description":"Liquidation fee for the settlement of a position on the expiration date or the financial settlement of physical delivery"},"clearingFee":{"type":"number","format":"double","description":"Registration fee"},"stockExchangeFee":{"type":"number","format":"double","description":"(Emolumentos) Fees charged by BM&F Bovespa as a source of operating income"},"custodyFee":{"type":"number","format":"double","description":"Fee by brokers to keep recordsin their home broker systems or on the trading desk"},"operatingFee":{"type":"number","format":"double","description":"Amount paid to the Operator for the intermediation service"},"other":{"type":"number","format":"double","description":"Sum of other not defined expenses"},"iof":{"type":"number","format":"double","description":"(IOF) Tax on financial operations charged on the transaction"},"iofProvision":{"type":"number","format":"double","description":"Provisioned (accrued, not yet paid) IOF"}},"type":"object"},"InvestmentInstitution":{"description":"Financial institution holding the investment","properties":{"name":{"type":["string","null"],"description":"Full name of the institution"},"number":{"type":["string","null"],"description":"Identifier of the institution (CNPJ or other)"}},"type":"object","required":["name","number"]},"InvestmentTransaction":{"description":"Movement of the investment","properties":{"id":{"type":"string","description":"Primary investment transaction identifier"},"type":{"type":"string","description":"Operation performed on the investment position.\n- `BUY`: subscription / purchase of new quotas.\n- `SELL`: redemption / sale of quotas.\n- `TRANSFER`: portability or internal transfer between accounts (the `amount` field may be null).\n- `TAX`: tax withholdings such as IR or IOF.\n- `INTEREST`: interest or yield credited to the position.\n- `AMORTIZATION`: principal repayment (typical of fixed-income amortizing bonds).","enum":["BUY","SELL","TAX","TRANSFER","INTEREST","AMORTIZATION"]},"movementType":{"type":["string","null"],"description":"Cash-flow direction of the transaction from the holder's perspective.\n- `CREDIT`: money goes into the position (defaults for `BUY`).\n- `DEBIT`: money leaves the position (defaults for `SELL`, `TAX`, `TRANSFER`, `INTEREST`, `AMORTIZATION`).","enum":["CREDIT","DEBIT",null]},"quantity":{"type":["number","null"],"format":"double","description":"Quantity of the transaction"},"value":{"type":["number","null"],"format":"double","description":"Value on the transaction's Date"},"amount":{"type":["number","null"],"format":"double","description":"Gross amount of the operation. May be null only if type is TRANSFER"},"agreedRate":{"type":["number","null"],"format":"double","description":"Agreed rate for treasury applications"},"indexerPercentage":{"type":["number","null"],"format":"double","description":"Max percentage of the indexer agreed at contracting (e.g. 110% of CDI)"},"priceFactor":{"type":["number","null"],"format":"double","description":"B3 lot/price conversion factor (variable income transactions)"},"date":{"type":"string","format":"date-time","description":"Date when the transaction was made"},"tradeDate":{"type":["string","null"],"format":"date-time","description":"Date when the transaction was confirmed"},"expenses":{"anyOf":[{"$ref":"#/components/schemas/InvestmentExpenses"},{"type":"null"}]},"description":{"type":["string","null"],"description":"Description of the transaction as reported by the institution"},"netAmount":{"type":["number","null"],"format":"double","description":"Amount of the operation after expenses and taxes"},"brokerageNumber":{"type":["string","null"],"description":"Brokerage note number the transaction belongs to"}},"type":"object","required":["id","type","date"]},"PageResponseInvestmentTransactions":{"description":"","properties":{"results":{"type":"array","items":{"$ref":"#/components/schemas/InvestmentTransaction"},"description":""},"page":{"type":"number","format":"double","description":""},"total":{"type":"number","format":"double","description":""},"totalPages":{"type":"number","format":"double","description":""}},"type":"object","required":["results","page","total","totalPages"]},"PageResponseCategories":{"description":"Paginated list of transaction categories","properties":{"results":{"type":"array","items":{"$ref":"#/components/schemas/Category"},"description":"Categories for the current page"},"page":{"type":"number","format":"double","description":""},"total":{"type":"number","format":"double","description":""},"totalPages":{"type":"number","format":"double","description":""}},"type":"object","required":["results","page","total","totalPages"]},"PageResponseCategoryRules":{"description":"","properties":{"results":{"type":"array","items":{"$ref":"#/components/schemas/ClientCategoryRule"},"description":""},"page":{"type":"number","format":"double","description":""},"total":{"type":"number","format":"double","description":""},"totalPages":{"type":"number","format":"double","description":""}},"type":"object","required":["results","page","total","totalPages"]},"InvestmentMetadata":{"description":"Investment metadata for Previdencia migrations","properties":{"taxRegime":{"type":"string","description":"Description of the type of tax applied to previdencia"},"proposalNumber":{"type":"string","description":"Previdencial proposal number"},"processNumber":{"type":"string","description":"Number of the process of a previdencia"},"fundName":{"type":"string","description":"Name of the fund associated with the previdencia."},"insurer":{"allOf":[{"$ref":"#/components/schemas/Company"}],"description":"Insurer of the Security Investment"},"anbimaClass":{"type":"string","description":"Anbima class (CVM 175). Funds."},"anbimaSubclass":{"type":"string","description":"Anbima subclass (CVM 175). Funds."},"anbimaCategory":{"type":"string","description":"Legacy Anbima category (FIXED_INCOME, STOCK, MULTIMARKET, EXCHANGE). Funds."}},"type":"object"},"Company":{"description":"Company object that holds the company's information","properties":{"name":{"type":"string","description":"Name of the company"},"cnpj":{"type":"string","description":"CNPJ of the company"}},"type":"object"},"Investment":{"description":"Investment representing a specific asset","properties":{"id":{"type":"string","description":"Primary identifier"},"itemId":{"type":"string","description":"Identifier of the item linked to the investment","format":"uuid"},"type":{"enum":["COE","EQUITY","ETF","FIXED_INCOME","MUTUAL_FUND","SECURITY","OTHER"],"type":"string","description":"Investment asset class.\n- `MUTUAL_FUND`: actively managed pooled investment funds (FIM, FIA, FIC).\n- `EQUITY`: stocks and equity-like assets traded on a stock exchange.\n- `ETF`: Exchange Traded Funds.\n- `FIXED_INCOME`: fixed income products such as CDB, LCI, LCA, debentures, Tesouro Direto.\n- `COE`: Certificado de Operações Estruturadas (structured notes).\n- `SECURITY`: private pension / previdência products (PGBL, VGBL).\n- `OTHER`: any asset not covered by the categories above."},"subtype":{"enum":["STRUCTURED_NOTE","STOCK","ETF","REAL_ESTATE_FUND","BDR","DERIVATIVES","OPTION","TREASURY","LCI","LCA","LF","CDB","CRI","CRA","CORPORATE_DEBT","LC","DEBENTURES","INVESTMENT_FUND","MULTIMARKET_FUND","FIXED_INCOME_FUND","STOCK_FUND","ETF_FUND","OFFSHORE_FUND","FIP_FUND","EXCHANGE_FUND","FI_INFRA","FI_AGRO","RETIREMENT","OTHER",null],"type":["string","null"],"description":"Specific instrument within a `type`. Possible groupings:\n\n**EQUITY**: `STOCK` (ação), `BDR` (Brazilian Depositary Receipt), `REAL_ESTATE_FUND` (FII), `DERIVATIVES`, `OPTION`.\n\n**ETF**: `ETF`.\n\n**FIXED_INCOME**: `TREASURY` (Tesouro Direto), `CDB`, `LCI`, `LCA`, `LC`, `LF`, `CRI`, `CRA`, `DEBENTURES`, `CORPORATE_DEBT`.\n\n**MUTUAL_FUND**: `INVESTMENT_FUND`, `MULTIMARKET_FUND`, `FIXED_INCOME_FUND`, `STOCK_FUND`, `ETF_FUND`, `OFFSHORE_FUND`, `FIP_FUND`, `EXCHANGE_FUND`, `FI_INFRA`, `FI_AGRO`.\n\n**COE**: `STRUCTURED_NOTE`.\n\n**SECURITY**: `RETIREMENT` (PGBL/VGBL).\n\n**OTHER**: `OTHER`."},"number":{"type":["string","null"],"description":"Reference number for this holder's asset"},"balance":{"type":"number","format":"double","description":"The current net balance amount of the investment"},"name":{"type":"string","description":"Name on the provider"},"lastMonthRate":{"type":["number","null"],"format":"double","description":"The performance rate of the investment in the last month"},"lastTwelveMonthsRate":{"type":["number","null"],"format":"double","description":"The performance rate of the investment in the last 12 months"},"annualRate":{"type":["number","null"],"format":"double","description":"The performance rate of the investment in the last year"},"currencyCode":{"type":"string","description":"Currency ISO code for the amounts"},"code":{"type":["string","null"],"description":"Associated Code for the investment. For example, the code for a mutual fund is the CNPJ"},"isin":{"type":["string","null"],"description":"12-character ISIN, a globally unique identifier"},"value":{"type":["number","null"],"format":"double","description":"Quota's current value at \"date\""},"quantity":{"type":["number","null"],"format":"double","description":"Quantity of quota at disposal"},"amount":{"type":["number","null"],"format":"double","description":"Gross amount of the investment"},"taxes":{"type":["number","null"],"format":"double","description":"Income taxes applied to the investment"},"taxes2":{"type":["number","null"],"format":"double","description":"Financial taxes applied to the investment"},"date":{"type":"string","format":"date-time","description":"Value's quota date"},"owner":{"type":["string","null"],"description":"Owner/beneficiary associated with the investment"},"amountProfit":{"type":["number","null"],"format":"double","description":"Profit/Loss to date over the investment"},"amountWithdrawal":{"type":["number","null"],"format":"double","description":"The amount available to withdraw"},"amountOriginal":{"type":["number","null"],"format":"double","description":"Amount originally invested"},"metadata":{"description":"Security Portability details","anyOf":[{"$ref":"#/components/schemas/InvestmentMetadata"},{"type":"null"}]},"dueDate":{"type":["string","null"],"format":"date-time","description":"Expiration Date"},"issuer":{"type":["string","null"],"description":"The entity that issued the investment"},"issuerCNPJ":{"type":["string","null"],"description":"The entity CNPJ that issued the investment"},"issueDate":{"type":["string","null"],"format":"date-time","description":"The date that the investment was issued"},"purchaseDate":{"type":["string","null"],"format":"date-time","description":"The date that the investment was purchased"},"gracePeriodDate":{"type":["string","null"],"format":"date-time","description":"The date when the grace period ends (fixed-income investments only)"},"rate":{"type":["number","null"],"format":"double","description":"Fixed rate percentage applied to the investment"},"rateType":{"type":["string","null"],"description":"Type of fixed-rate"},"fixedAnnualRate":{"type":["number","null"],"format":"double","description":"Fixed income annual rate"},"taxExempt":{"type":["boolean","null"],"description":"Whether the product is tax-exempt (LCI, LCA, CRI, CRA, debêntures incentivadas)"},"ratePeriodicity":{"type":["string","null"],"description":"Periodicity of the remuneration rate (DAILY, MONTHLY, SEMESTERLY, YEARLY)"},"indexerAdditionalInfo":{"type":["string","null"],"description":"Free-text indexer description when the indexer is non-standard"},"priceFactor":{"type":["number","null"],"format":"double","description":"B3 lot/price conversion factor (variable income)"},"debtor":{"type":["object","null"],"description":"Underlying debtor of receivables-backed paper (CRI / CRA)","properties":{"name":{"type":"string","description":"Name of the underlying debtor"}}},"couponPayment":{"type":["object","null"],"description":"Coupon-payment schedule for coupon-bearing fixed income / Treasury bonds","properties":{"hasCoupon":{"type":"boolean","description":"Whether the paper pays periodic coupons"},"periodicity":{"type":"string","description":"Frequency of coupon payments (MONTHLY, QUARTERLY, SEMESTERLY, YEARLY, IRREGULAR)"},"additionalInfo":{"type":"string","description":"Free-text detail when periodicity is IRREGULAR"}}},"status":{"type":["string","null"],"description":"Current lifecycle status of the investment.\n- `ACTIVE`: the investment is open and currently held by the owner.\n- `PENDING`: the operation has been requested but is not yet settled (e.g. a fund subscription within the settlement window).\n- `TOTAL_WITHDRAWAL`: the position has been fully redeemed/withdrawn; balance is zero.","enum":["ACTIVE","PENDING","TOTAL_WITHDRAWAL",null]},"createdAt":{"type":"string","format":"date-time","description":"Date when the investment was first ingested by Pluggy."},"updatedAt":{"type":"string","format":"date-time","description":"Date of the last update of the investment data."},"institution":{"anyOf":[{"$ref":"#/components/schemas/InvestmentInstitution"},{"type":"null"}],"description":"Financial institution holding the investment."},"transactions":{"type":"array","items":{"$ref":"#/components/schemas/InvestmentTransaction"},"description":"Movements of the investment. Only present on endpoints that return transactions inline; use `GET /investments/{id}/transactions` otherwise."}},"type":"object","required":["id","itemId","type","balance","name","currencyCode","date"],"example":{"id":"f77eccf4-7714-498e-92a9-1bebe70335d9","code":"22.222.222/0001-22","name":"Bahia AM Advisory FIC de FIM","balance":1359.39,"currencyCode":"BRL","type":"MUTUAL_FUND","subtype":"MULTIMARKET_FUND","lastMonthRate":0.24,"annualRate":3.24,"lastTwelveMonthsRate":3,"itemId":"207f5bcd-312a-439c-abbe-166b6632c980","value":500,"quantity":3,"amount":1500,"taxes":40.61,"taxes2":100,"date":"2020-07-19T18:27:41.802Z","owner":"John Doe","number":null,"amountProfit":310.5,"amountWithdrawal":1310.5,"amountOriginal":1000,"status":"ACTIVE","transactions":[{"tradeDate":"2020-10-01T00:00:00.000Z","date":"2020-10-01T00:00:00.000Z","description":"Aplicação Fondo de Investimento Premium","quantity":1.25,"value":2,"amount":5,"type":"BUY","movementType":"CREDIT"}]}},"PhoneNumber":{"description":"The phone number object contains data related to contact information.","properties":{"type":{"enum":["Personal","Work","Residencial"],"type":"string","description":"Type of phone number: personal, work or residencial"},"value":{"type":"string","description":"The complete phone number"},"countryCallingCode":{"type":"string","description":"International dialing code (DDI). Populated when different from '55'"},"areaCode":{"type":"string","description":"Area code (DDD) of the client's phone"},"extension":{"type":"string","description":"Extension number, when part of the phone identification"},"additionalInfo":{"type":"string","description":"Additional info related to the source phone type. Populated when the source type at the institution does not fit the standard categories"}},"type":"object","required":["value"]},"Email":{"description":"The email object contains emails associated with the owner of the account","properties":{"type":{"enum":["Personal","Work"],"type":"string","description":""},"value":{"type":"string","description":"The full email of the person."}},"type":"object","required":["value"]},"Address":{"description":"The address object contains data related to an specific owner's location.","properties":{"fullAddress":{"type":"string","description":"Full address using all components available"},"primaryAddress":{"type":"string","description":"Primary address, stret name and street number"},"city":{"type":"string","description":"The complete city name"},"postalCode":{"type":"string","description":"The Zip code"},"state":{"type":"string","description":"The state or province"},"country":{"type":"string","description":"The complete country name (free text)"},"type":{"enum":["Personal","Work"],"type":"string","description":"Type of address, Personal or Work"},"additionalInfo":{"type":"string","description":"Additional address information such as apartment number, complement, or other details"},"district":{"type":"string","description":"District / neighborhood (bairro) — a community or region within a city or municipality based on geographic subdivisions"},"ibgeTownCode":{"type":"string","description":"IBGE municipality code (7 digits). The IBGE table associates each Brazilian municipality with a 7-digit code; the first two digits identify the Federation Unit"},"countryCode":{"type":"string","description":"Country code in alpha3 ISO-3166 format (e.g. 'BRA')"},"geographicCoordinates":{"$ref":"#/components/schemas/GeographicCoordinates"}},"type":"object"},"IdentityRelation":{"description":"The relation object contains name and relation to the owner of the account","properties":{"type":{"enum":["Mother","Father","Spouse"],"type":"string","description":"Type of relation: Father, Mother or Spouse"},"name":{"type":"string","description":"The full name of the person"},"document":{"type":"string","description":"Primary document of the person"}},"type":"object"},"GeographicCoordinates":{"description":"Geographic coordinates in decimal degrees, WGS84 reference system","type":"object","required":["latitude","longitude"],"properties":{"latitude":{"type":"number","description":"Latitude. Between -90 and 90 (e.g. -23.5475)"},"longitude":{"type":"number","description":"Longitude. Between -180 and 180 (e.g. -46.6361)"}}},"MaritalStatus":{"description":"Marital status of the natural person","type":"object","required":["code"],"properties":{"code":{"type":"string","enum":["SINGLE","MARRIED","WIDOWED","JUDICIALLY_SEPARATED","DIVORCED","STABLE_UNION","OTHER"],"description":"Marital status code"},"additionalInfo":{"type":"string","description":"Free-text complement. Populated when code is OTHER"}}},"NationalityDocument":{"description":"Supporting document for a non-Brazilian nationality","type":"object","required":["type","number"],"properties":{"type":{"type":"string","description":"Document type (free text). Required when the nationality is not Brazilian"},"number":{"type":"string","description":"Document number. Required when the nationality is not Brazilian"},"country":{"type":"string","description":"Country name"},"issueDate":{"type":"string","format":"date-time","description":"Issue date of the document"},"expirationDate":{"type":"string","format":"date-time","description":"Expiration date of the document"},"additionalInfo":{"type":"string","description":"Free-text complement"}}},"Nationality":{"description":"Nationality of the natural person","type":"object","required":["hasBrazilianNationality"],"properties":{"hasBrazilianNationality":{"type":"boolean","description":"Whether the client has Brazilian nationality"},"otherNationalities":{"type":"array","description":"Other nationalities held by the client, if any","items":{"type":"object","required":["countryCode","documents"],"properties":{"countryCode":{"type":"string","description":"Country code in alpha3 ISO-3166 format"},"documents":{"type":"array","description":"Supporting documents for this nationality","items":{"$ref":"#/components/schemas/NationalityDocument"}}}}}}},"OtherDocument":{"description":"Other identification document held by the natural person. Brazilian acronyms are kept verbatim; OTHER covers any other type","type":"object","required":["type","number"],"properties":{"type":{"type":"string","enum":["CNH","RG","NIF","RNE","OTHER"],"description":"Document type"},"typeAdditionalInfo":{"type":"string","description":"Free-text complement. Populated when type is OTHER"},"number":{"type":"string","description":"Document number"},"checkDigit":{"type":"string","description":"Check digit of the document, if it has one"},"additionalInfo":{"type":"string","description":"Free-text complement, used to record the issuing authority (e.g. 'SSP/SP') when relevant"},"expirationDate":{"type":"string","format":"date-time","description":"Expiration date of the document"}}},"Passport":{"description":"Passport metadata for the natural person. Applies when the client is a non-resident not required to register a CPF","type":"object","required":["number","country"],"properties":{"number":{"type":"string","description":"Passport number"},"country":{"type":"string","description":"Issuing country in alpha3 ISO-3166 format"},"issueDate":{"type":"string","format":"date-time","description":"Issue date of the passport"},"expirationDate":{"type":"string","format":"date-time","description":"Expiration date of the passport"}}},"BusinessParty":{"description":"Partner or administrator of a business. Partners with less than 25% shareholding may be omitted by the institution","type":"object","required":["type","personType","documentType","documentNumber"],"properties":{"type":{"type":"string","enum":["PARTNER","ADMINISTRATOR"],"description":"Role of the party in the business. Administrator — runs the day-to-day, signs documents and legally responds for the entity. Partner — holds capital but may not be involved in administrative activities"},"personType":{"type":"string","enum":["NATURAL_PERSON","LEGAL_ENTITY"],"description":"Whether the party is a natural person or a legal entity"},"documentType":{"type":"string","enum":["CPF","CNPJ","PASSPORT","OTHER_TRAVEL_DOCUMENT"],"description":"Type of the party's identification document"},"documentNumber":{"type":"string","description":"Number of the identification document (digits and check digit, if any)"},"documentCountry":{"type":"string","description":"Issuing country of the document, alpha3 ISO-3166"},"documentExpirationDate":{"type":"string","format":"date-time","description":"Expiration date of the document"},"documentIssueDate":{"type":"string","format":"date-time","description":"Issue date of the document"},"documentAdditionalInfo":{"type":"string","description":"Free-text complement when the document carries identification info that doesn't fit the other fields"},"civilName":{"type":"string","description":"Civil name of the party. Required when personType is NATURAL_PERSON"},"socialName":{"type":"string","description":"Social name of the natural-person party, if any"},"companyName":{"type":"string","description":"Company name of the party. Required when personType is LEGAL_ENTITY"},"tradeName":{"type":"string","description":"Trade name of the legal-entity party, if any"},"startDate":{"type":"string","format":"date-time","description":"Date the party's participation started"},"shareholding":{"type":"number","description":"Shareholding fraction between 0 and 1 (e.g. 0.51 represents 51%, 1 represents 100%). Required when type is PARTNER and the shareholding is 25% or higher"}}},"BusinessOtherDocument":{"description":"Additional document for businesses headquartered abroad and not required to register a CNPJ","type":"object","required":["type","number","country"],"properties":{"type":{"type":"string","description":"Type of the document (e.g. 'EIN')"},"number":{"type":"string","description":"Document number"},"country":{"type":"string","description":"Issuing country in alpha3 ISO-3166 format"},"expirationDate":{"type":"string","format":"date-time","description":"Expiration date of the document"}}},"EconomicActivity":{"description":"CNAE code describing one of the business's economic activities. Only one entry per response should be marked as main","type":"object","required":["code","isMain"],"properties":{"code":{"type":"string","description":"CNAE code (7 digits, including leading zeros). Follows the CNAE-Subclasse 2.3 classification"},"isMain":{"type":"boolean","description":"Whether this is the main economic activity (true) or a secondary one (false). Only one item per response should be true"}}},"InformedRevenue":{"description":"Revenue (faturamento) informed by the business — the business equivalent of informedIncome","type":"object","required":["amount"],"properties":{"amount":{"type":"number","description":"Amount of the informed revenue"},"frequency":{"type":"string","enum":["DAILY","WEEKLY","BIWEEKLY","MONTHLY","BIMONTHLY","QUARTERLY","SEMIANNUAL","ANNUAL","OTHER"],"description":"Frequency or period of the informed revenue"},"frequencyAdditionalInfo":{"type":"string","description":"Free-text complement to the frequency. Populated when frequency is OTHER"},"year":{"type":"number","description":"Reference year of the revenue"}}},"PortabilityReceived":{"description":"Salary portability received by the institution from a previous paycheck bank (banco-folha). Approved requests only — a portability is never explicitly closed, so an entry doesn't guarantee an active link with the listed paycheck bank","type":"object","required":["employerName","employerDocument","paycheckBankDetainerCnpj","paycheckBankDetainerIspb","portabilityApprovalDate"],"properties":{"employerName":{"type":"string","description":"Employer name as received in the portability message. When the employer is a legal entity, this is the company name"},"employerDocument":{"type":"string","description":"Employer document (CPF or CNPJ) as received in the portability message"},"paycheckBankDetainerCnpj":{"type":"string","description":"CNPJ of the bank that holds the paycheck account (banco-folha) as received in the portability message"},"paycheckBankDetainerIspb":{"type":"string","description":"ISPB of the bank that holds the paycheck account as received in the portability message"},"portabilityApprovalDate":{"type":"string","format":"date-time","description":"Date the portability was approved"}}},"PaycheckBankLink":{"description":"Paycheck-bank (banco-folha) link to an employer, active or formerly active. Old employers may not have closed the link, so an entry doesn't guarantee the listed employer is the current one","type":"object","required":["employerName","employerDocument","paycheckBankCnpj","paycheckBankIspb","accountOpeningDate"],"properties":{"employerName":{"type":"string","description":"Employer name as registered when the paycheck account was opened. When the employer is a legal entity, this is the company name"},"employerDocument":{"type":"string","description":"Employer document (CPF or CNPJ) as registered when the paycheck account was opened"},"paycheckBankCnpj":{"type":"string","description":"CNPJ of the institution contracted to provide the paycheck service (banco-folha)"},"paycheckBankIspb":{"type":"string","description":"ISPB of the institution contracted to provide the paycheck service"},"accountOpeningDate":{"type":"string","format":"date-time","description":"Date the paycheck account was opened"}}},"IdentityResponse":{"description":"Response with details personal information related to the owner of the connection's account","properties":{"id":{"type":"string","description":"The ID of the identity to retrieve"},"itemId":{"type":"string","description":"Identifier of the item linked to the identity","format":"uuid"},"birthDate":{"type":["string","null"],"format":"date-time","description":"Date of birth"},"taxNumber":{"type":["string","null"],"description":"The tax ID (CNPJ) associated with the business account"},"document":{"type":["string","null"],"description":"Primary document that identifies the owner"},"documentType":{"type":["string","null"],"description":"Type of document collected"},"jobTitle":{"type":["string","null"],"description":"Profession or Job information"},"fullName":{"type":["string","null"],"description":"Name of the owner of the account"},"establishmentCode":{"type":["string","null"],"description":"Establishment code (only for PAYMENT_ACCOUNT connectors)"},"establishmentName":{"type":["string","null"],"description":"Name of the establishment (only for PAYMENT_ACCOUNT connectors)"},"companyName":{"type":["string","null"],"description":"For business connector, the name of the business"},"phoneNumbers":{"type":["array","null"],"items":{"$ref":"#/components/schemas/PhoneNumber"},"description":"List of phone numbers related to the account"},"emails":{"type":["array","null"],"items":{"$ref":"#/components/schemas/Email"},"description":"List of email addresses related to the account"},"addresses":{"type":["array","null"],"items":{"$ref":"#/components/schemas/Address"},"description":"List of addresses related to the account"},"relations":{"type":["array","null"],"items":{"$ref":"#/components/schemas/IdentityRelation"},"description":"List of names related to the account"},"investorProfile":{"enum":["Conservative","Moderate","Aggressive",null],"type":["string","null"],"description":"Is a rating that indicates the investor personality and motivation for investing"},"qualifications":{"type":["object","null"],"description":"Information that allows understanding since when the consulted person has been a client of the institution, as well as an indicator of the products and services they currently consume and their representatives","required":["companyCnpj"],"properties":{"companyCnpj":{"type":"string","description":"CNPJ of the company"},"occupationCode":{"type":"string","enum":["RECEITA_FEDERAL","CBO","OUTRO"],"description":"Occupation code"},"occupationDescription":{"type":"string","description":"Free-text occupation description. When occupationCode is RECEITA_FEDERAL or CBO it holds the standardized list code; when OUTRO it describes the occupation in cases where the institution does not follow the Receita Federal nor the CBO list"},"informedIncome":{"type":"object","description":"Informed income","required":["frequency","amount","date"],"properties":{"frequency":{"type":"string","enum":["DIARIA","SEMANAL","QUINZENAL","MENSAL","BIMESTRAL","TRIMESTRAL","SEMESTRAL","ANUAL","OUTROS"],"description":"Frequency of the informed income"},"amount":{"type":"number","description":"Amount of the informed income"},"date":{"type":"string","format":"date-time","description":"Date when the income was informed"}}},"informedPatrimony":{"type":"object","description":"Informed patrimony","required":["amount","year"],"properties":{"amount":{"type":"number","description":"Amount of the informed patrimony"},"year":{"type":"number","description":"Year of the patrimony"},"date":{"type":"string","format":"date-time","description":"Reference date of the patrimony. Returned on the business path of Open Finance, where the source field is a full date rather than just a year"}}},"economicActivities":{"type":"array","description":"List of CNAE codes describing the economic activities of the business (Brazilian National Classification of Economic Activities). Only one entry per response should be marked as main","items":{"$ref":"#/components/schemas/EconomicActivity"}},"informedRevenue":{"$ref":"#/components/schemas/InformedRevenue"}}},"financialRelationships":{"type":["object","null"],"required":["startDate","productsServicesType","procurators"],"properties":{"startDate":{"type":"string","format":"date-time","description":"Date when the relationship with the institution started"},"productsServicesType":{"type":"array","items":{"type":"string"},"description":"List of products and services that the client consumes"},"productsServicesTypeAdditionalInfo":{"type":"string","description":"Additional info about the products and services. Populated when productsServicesType includes 'OUTROS'"},"procurators":{"type":"array","items":{"type":"object","required":["type","cpfNumber","civilName"],"properties":{"type":{"type":"string","enum":["REPRESENTANTE_LEGAL","PROCURADOR"],"description":"Type of relationship with the client. Legal representative — natural person who represents the entity and is named in its incorporation document. Procurator — any person authorized in writing to represent the client in some business"},"cpfNumber":{"type":"string","description":"CPF of the procurator. For business links this field may hold a CPF or a CNPJ (kept for backward compatibility — prefer documentNumber + documentType)"},"documentNumber":{"type":"string","description":"Document number of the procurator (CPF or CNPJ). Mirrors cpfNumber and is the canonical value to read"},"documentType":{"type":"string","enum":["CPF","CNPJ"],"description":"Type of document carried by documentNumber"},"civilName":{"type":"string","description":"Civil name of the procurator. For business procurators, may hold the company name"},"socialName":{"type":"string","description":"Social name of the procurator, if any"}}},"description":"List of procurators of the client"},"accounts":{"type":"array","items":{"type":"object","required":["compeCode","branchCode","number","checkDigit","type","subtype"],"properties":{"compeCode":{"type":"string","description":"COMPE code of the account"},"branchCode":{"type":"string","description":"Branch code of the account"},"number":{"type":"string","description":"Number of the account"},"checkDigit":{"type":"string","description":"Check digit of the account"},"type":{"type":"string","description":"Type of the account"},"subtype":{"type":"string","description":"Subtype of the account"}}},"description":"List of accounts of the client with valid consent. Only accounts that have explicit user consent are returned."},"portabilitiesReceived":{"type":"array","description":"Salary portabilities received by the institution from the client's previous paycheck banks (banco-folha). PF-only field","items":{"$ref":"#/components/schemas/PortabilityReceived"}},"paychecksBankLink":{"type":"array","description":"Paycheck-bank (banco-folha) links to employers, active or formerly active. PF-only field","items":{"$ref":"#/components/schemas/PaycheckBankLink"}}},"description":"Information that allows institutions to assess, evaluate, characterize, and classify the client with the purpose of understanding their risk profile and their economic-financial capacity"},"socialName":{"type":["string","null"],"description":"Social name of the natural person, if any (the name by which travestis and transsexuals recognize themselves and are recognized in their community). PF-only field"},"sex":{"type":["string","null"],"enum":["FEMALE","MALE","OTHER",null],"description":"Sex of the natural person. PF-only field"},"maritalStatus":{"description":"Marital status of the natural person. PF-only field","anyOf":[{"$ref":"#/components/schemas/MaritalStatus"},{"type":"null"}]},"nationality":{"description":"Nationality of the natural person. PF-only field","anyOf":[{"$ref":"#/components/schemas/Nationality"},{"type":"null"}]},"otherDocuments":{"type":["array","null"],"description":"List of other identification documents the natural person holds. PF-only field","items":{"$ref":"#/components/schemas/OtherDocument"}},"passport":{"description":"Passport metadata for the natural person. PF-only field","anyOf":[{"$ref":"#/components/schemas/Passport"},{"type":"null"}]},"incorporationDate":{"type":["string","null"],"format":"date-time","description":"Date the business was incorporated. PJ-only field"},"parties":{"type":["array","null"],"description":"Partners and administrators of the business. PJ-only field","items":{"$ref":"#/components/schemas/BusinessParty"}},"businessOtherDocuments":{"type":["array","null"],"description":"List of additional documents for businesses headquartered abroad and not required to register a CNPJ. PJ-only field","items":{"$ref":"#/components/schemas/BusinessOtherDocument"}},"companiesCnpj":{"type":["array","null"],"description":"CNPJs of the financial institutions responsible for the customer cadastro. Numbers only, no mask","items":{"type":"string"}},"createdAt":{"type":"string","format":"date-time","description":"Date when the identity was first ingested by Pluggy."},"updatedAt":{"type":"string","format":"date-time","description":"Date of the last update of the identity data."}},"type":"object","required":["id","itemId"]},"ConnectTokenResponse":{"description":"Connect token response","properties":{"accessToken":{"type":"string","description":"Connect token that's used to initialize Pluggy's Connect widget"}},"type":"object","required":["accessToken"],"example":{"accessToken":"eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9.eyJjbGllbnRJZCI6IjI3MzY0YjRhLTM1NGUtNDc5ZC04OWJkLTA1Y2VmNDc2ZTFmNCIsImRhdGEiOiI4NmYyMjIwNDVkNjc3NDJjZjI5MjhjMGNmNjBlZjFkZjo5MjRmNGZlNjg5YWM1NGI2ZmVmMzkzZDc2ZTExNjAxZTI1MjliNmUyNDY1Y2I4ZDkxMWI3ZDY0ZjA5Y2NkYzBiMzg4YWFjZWNkZmQzMGMzZGZiNTBkNzk1OTA1Y2QyNWZlZmEyODZhMWQ0NDc5YzYyNzgwZDZiMzBlNDZiYTY3YjUyZDRkMmIwNWU0ODVjYzk5NjZiYzJjMDUyNDE5OTgzNjBjYTVkM2M4MTJhODQ0ODI1NDI2NDJhNWNkNjhjMTU3YjUzYThkOGEyOGZlMWM4ZDkxNmYzZjZlOTQ0MzEyYjBjNzNmZDBhYmIyYTk0MDU2MzZhYjMxM2RkMmY0OTE0IiwiaWF0IjoxNjQwNjk3MjUwLCJleHAiOjE2NDA2OTkwNTB9.i9DpZ_sOW_I9yGUUXqUWcB9zqCJEXQnjaUrwmcVOXX3F1-he3LjT2f8mHbt7DOvxHtxqAagZkW8BT3J2OBYDOzmHuBgKbbSUmb4YLfC8PaKf2p7fY0fKVu30iIFqiM5CgDQ048dIWzWSlGAYZq00edD0BYlfOkU3ll7OofzmDUAG6KBRDx68FrtYxboNJa8sXli7WSAI3nzZDhcVyPJvqlMHG6VXbJboQrxnSEBGdpGBQ7n_-2G5Oa3-MHCR-Z5cKx1pi4NwqorGFg1c2uRj3F4GdRs94UkqlvdH6FRxAUD3SVDiegvQ6vkOWCHpD1-wZELOmenkJ7ecjg9CChPavx"}},"AuthResponse":{"description":"Authentication confirmed response to interact with the api","properties":{"apiKey":{"type":"string","description":"Authentication key for the API"}},"type":"object","required":["apiKey"],"example":{"apiKey":"eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzdWIiOiIxMjM0NTY3ODkwIiwibmFtZSI6IkpvaG4gRG9lIiwiaWF0IjoxNTE2MjM5MDIyfQ.SflKxwRJSMeKKF2QT4fwpMeJf36POk6yJV_adQssw5c"}},"AuthRequest":{"description":"Authentication parameters required to get access to Pluggy's API","properties":{"clientId":{"type":"string","description":"Client id","format":"uuid"},"clientSecret":{"type":"string","description":"Client secret"}},"type":"object","required":["clientId","clientSecret"],"example":{"clientId":"f8c9b8f0-b8e2-4f0f-b8e2-4f0f8e2f0f8e2","clientSecret":"UZzp2n7eMThpfZ74Xf7"}},"ConnectTokenRequest":{"description":"Create a connect token request payload","properties":{"itemId":{"type":"string","description":"Item identifier to allow Connect Widget to performan an update on it.","format":"uuid"},"options":{"$ref":"#/components/schemas/ItemOptions"}},"example":{"itemId":"5e9f8f8f-f8f8-4f8f-8f8f-8f8f8f8f8f8f","options":{"webhookUrl":"https://example.com/webhook","clientUserId":"My App UserId","oauthRedirectUri":"https://pluggy.ai/demo","avoidDuplicates":true}},"type":"object"},"ItemOptions":{"description":"Item options available to send through connect tokens","properties":{"clientUserId":{"type":"string","description":"Client's external identifier for the user, it can be a ID, UUID or even an email. This is free for clients to use."},"webhookUrl":{"type":"string","description":"Url to be notified of this specific item changes"},"oauthRedirectUri":{"type":"string","description":"Url to redirect the user after the connect flow"},"avoidDuplicates":{"type":"boolean","description":"Avoids creating a new item if there is already one with the same credentials"}},"type":"object"},"ItemCreationErrorResponse":{"title":"Item Creation Error Schema","type":"object","properties":{"code":{"type":"number"},"codeDescription":{"type":"string","description":"Distinctive code description, useful to identify the error."},"message":{"type":"string"},"errors":{"description":"List of errors related to parameter validations","type":"array","items":{"$ref":"#/components/schemas/ParameterValidationError"}},"details":{"description":"Parameter validation failures. This is the field the API actually populates for a 400; `errors` is kept for backwards compatibility.","type":"array","items":{"$ref":"#/components/schemas/ParameterValidationError"}},"errorId":{"type":"string","description":"Identifier of the request that produced the error. Quote it when contacting support."}}},"WebhookCreationErrorResponse":{"title":"Webhook Creation Error Schema","type":"object","properties":{"code":{"type":"number"},"message":{"type":"string"}},"example":{"code":400,"message":"Webhook url must be valid URL address and not localhost'"}},"NotAuthenticatedResponse":{"title":"Unauthenticated response","type":"object","properties":{"code":{"type":"number"},"message":{"type":"string"}},"example":{"code":403,"message":"Missing or invalid authorization token"}},"GlobalErrorResponse":{"title":"Global Error Response Schema","type":"object","required":["code","message"],"properties":{"code":{"type":"number"},"message":{"type":"string"},"codeDescription":{"type":"string","description":"Distinctive code description, useful to distinguish the error."},"data":{"type":"object","description":"Additional data related to the error, if any","properties":{}}},"example":{"code":500,"codeDescription":"INTERNAL_SERVER_ERROR","message":"Internal Server Error"}},"Loan":{"description":"Response with information related to a loan","properties":{"id":{"type":"string","description":"Primary identifier"},"itemId":{"type":"string","description":"Identifier of the item linked to the loan","format":"uuid"},"contractNumber":{"type":"string","description":"Contract number given by the contracting institution"},"ipocCode":{"type":"string","description":"Standard contract number - IPOC (Identificação Padronizada da Operação de Crédito)"},"productName":{"type":"string","description":"Denomination/Identification of the name of the credit operation disclosed to the customer"},"type":{"type":"string","description":"Loan type (https://openbanking-brasil.github.io/openapi/swagger-apis/loans/?urls.primaryName=2.0.1#model-EnumContractProductSubTypeLoans)"},"kind":{"type":"string","description":"Credit-operation family this contract belongs to.","enum":["LOAN","FINANCING","INVOICE_FINANCING","UNARRANGED_ACCOUNT_OVERDRAFT"]},"date":{"type":["string","null"],"format":"date-time","description":"Date when the loan data was collected"},"contractDate":{"type":"string","format":"date-time","description":"Date when the loan was contracted"},"disbursementDates":{"type":"array","items":{"type":"string","format":"date","example":"2024-01-01"},"description":"Disbursement date of the contracted amount"},"settlementDate":{"type":"string","format":"date-time","description":"Loan settlement date"},"contractAmount":{"type":"number","description":"Loan contracted value"},"currencyCode":{"type":"string","description":"Code referencing the currency of the loan","example":"BRL"},"dueDate":{"type":"string","format":"date-time","description":"Loan due date"},"installmentPeriodicity":{"type":"string","description":"Installments regular frequency","enum":["WITHOUT_REGULAR_PERIODICITY","WEEKLY","FORTNIGHTLY","MONTHLY","BIMONTHLY","QUARTERLY","SEMESTERLY","YEARLY","OTHERS"]},"installmentPeriodicityAdditionalInfo":{"type":"string","description":"Mandatory field to complement the information regarding the regular payment frequency when installmentPeriodicity has value 'OTHERS'"},"firstInstallmentDueDate":{"type":"string","format":"date-time","description":"First installment due date"},"CET":{"type":"number","description":"CET - Custo Efetivo Total must be expressed as an annual percentage rate and incorporates all charges and expenses incurred in credit operations (interest rate, but also tariffs, taxes, insurance and other expenses charged)"},"amortizationScheduled":{"type":"string","description":"Amortization system (https://openbanking-brasil.github.io/openapi/swagger-apis/loans/?urls.primaryName=2.0.1#model-EnumContractAmortizationScheduled)","enum":["SAC","PRICE","SAM","WITHOUT_AMORTIZATION_SYSTEM","OTHERS"]},"amortizationScheduledAdditionalInfo":{"type":"string","description":"Mandatory field to complement the information regarding the scheduled amortization when it has value 'OTHERS'"},"cnpjConsignee":{"type":"string","description":"Consignor CNPJ"},"interestRates":{"type":"array","items":{"$ref":"#/components/schemas/LoanInterestRate"}},"contractedFees":{"type":"array","description":"List that brings the information of the tariffs agreed in the contract.","items":{"$ref":"#/components/schemas/LoanContractedFee"}},"contractedFinanceCharges":{"type":"array","description":"List that brings the charges agreed in the contract","items":{"$ref":"#/components/schemas/LoanContractedFinanceCharge"}},"warranties":{"type":"array","items":{"$ref":"#/components/schemas/LoanWarranty"}},"installments":{"$ref":"#/components/schemas/LoanInstallments"},"payments":{"allOf":[{"$ref":"#/components/schemas/LoanPayments"}],"description":"Loan contract payment data"}},"type":"object","required":["id","itemId","date","productName","currencyCode","kind"],"example":{}},"LoanInterestRate":{"description":"Object that brings the set of information necessary to demonstrate the composition of the remunerative interest rates of the Credit Type","properties":{"taxType":{"type":"string","description":"Tax type","enum":["NOMINAL","EFFECTIVE"]},"interestRateType":{"type":"string","description":"Interest rate type","enum":["SIMPLE","COMPOUND"]},"taxPeriodicity":{"type":"string","description":"Tax periodicity","enum":["MONTHLY","YEARLY"]},"calculation":{"type":"string","description":"Calculation basis"},"referentialRateIndexerType":{"type":"string","description":"Types of benchmark rates or indexers (https://openbanking-brasil.github.io/openapi/swagger-apis/loans/?urls.primaryName=2.0.1#model-EnumContractReferentialRateIndexerType)"},"referentialRateIndexerSubType":{"type":"string","description":"Subtypes of benchmark rates or indexers (https://openbanking-brasil.github.io/openapi/swagger-apis/loans/?urls.primaryName=2.0.1#model-EnumContractReferentialRateIndexerSubType)"},"referentialRateIndexerAdditionalInfo":{"type":"string","description":"Free field to complement the information regarding the Type of reference rate or indexer"},"preFixedRate":{"type":"number","description":"Pre-fixed rate applied under the credit modality contract. 1 = 100%"},"postFixedRate":{"type":"number","description":"Post-fixed rate applied under the credit modality contract. 1 = 100%"},"additionalInfo":{"type":"string","description":"Text with additional information on the composition of agreed interest rates"}}},"LoanContractedFee":{"properties":{"name":{"type":"string","description":"Agreed rate denomination"},"code":{"type":"string","description":"Acronym identifying the agreed rate"},"chargeType":{"type":"string","description":"Charge type for the rate agreed in the contract","enum":["UNIQUE","BY_INSTALLMENT"]},"charge":{"type":"string","description":"Billing method related to the tariff agreed in the contract","enum":["MINIMUM","MAXIMUM","FIXED","PERCENTAGE"]},"amount":{"type":"number","description":"Monetary value of the tariff agreed in the contract"},"rate":{"type":"number","description":"Rate value in percentage agreed in the contract"}}},"LoanContractedFinanceCharge":{"properties":{"type":{"type":"string","description":"Charge type agreed in the contract (https://openbanking-brasil.github.io/openapi/swagger-apis/loans/?urls.primaryName=2.0.1#model-EnumContractFinanceChargeType)"},"additionalInfo":{"type":"string","description":"Field for additional information"},"rate":{"type":"number","description":"Charge value in percentage agreed in the contract"}}},"LoanWarranty":{"properties":{"currencyCode":{"type":"string","description":"Code referencing the currency of the warranty","example":"BRL"},"type":{"type":"string","description":"Denomination / Identification of the type of warranty that guarantees the Type of Credit Operation contracted (https://openbanking-brasil.github.io/openapi/swagger-apis/loans/?urls.primaryName=2.0.1#model-EnumWarrantyType)"},"subtype":{"type":"string","description":"Denomination / Identification of the subtype of warranty that guarantees the Type of Credit Operation contracted (https://openbanking-brasil.github.io/openapi/swagger-apis/loans/?urls.primaryName=2.0.1#model-EnumWarrantySubType)"},"amount":{"type":"number","description":"Warranty original value"}}},"LoanInstallments":{"properties":{"typeNumberOfInstallments":{"type":"string","description":"Type of total term of the contract referring to the type of credit informed","enum":["DAY","WEEK","MONTH","YEAR","WITHOUT_TOTAL_PERIOD"]},"totalNumberOfInstallments":{"type":"number","description":"Total term according to the type referring to the type of credit informed"},"typeContractRemaining":{"type":"string","description":"Type of remaining term of the contract referring to the type of credit informed","enum":["DAY","WEEK","MONTH","YEAR","WITHOUT_TOTAL_PERIOD","WITHOUT_REMAINING_PERIOD"]},"contractRemainingNumber":{"type":"number","description":"Remaining term according to the type referring to the credit type informed"},"paidInstallments":{"type":"number","description":"Number of paid installments"},"dueInstallments":{"type":"number","description":"Number of due installments"},"pastDueInstallments":{"type":"number","description":"Number of overdue installments"},"balloonPayments":{"type":"array","description":"List that brings the due dates and value of the non-regular installments of the contract of the type of credit consulted","items":{"$ref":"#/components/schemas/LoanInstallmentBalloonPayment"}}}},"LoanInstallmentBalloonPayment":{"properties":{"dueDate":{"type":"string","format":"date-time","description":"Expiration date of the non-regular installment to expire from the contract of the consulted credit modality"},"amount":{"$ref":"#/components/schemas/LoanInstallmentBalloonPaymentAmount"}}},"LoanInstallmentBalloonPaymentAmount":{"description":"Monetary value of the non-regular installment due","properties":{"value":{"type":"number","description":"Monetary value of the non-regular installment due"},"currencyCode":{"type":"string","description":"Code referencing the currency of the installment","example":"BRL"}}},"ItemResources":{"properties":{"itemId":{"type":"string","format":"uuid","description":"Item the inventory belongs to"},"connectorId":{"type":"number","description":"Connector of the item"},"isOpenFinance":{"type":"boolean","description":"Whether the item belongs to an Open Finance connector. `false` returns an empty inventory: only Open Finance institutions report a resources list."},"declaredListAvailable":{"type":"boolean","description":"Whether the institution's resources list was obtained on the last execution. When `false`, the rows below are built only from the data Pluggy holds and every one of them is `UNDECLARED`. Note this is different from the institution answering with an empty list, which returns `true` with no resources."},"collectedAt":{"type":["string","null"],"format":"date-time","description":"When the institution's list was read. `null` when it was not obtained."},"itemLastUpdatedAt":{"type":["string","null"],"format":"date-time","description":"Last time the item finished updating, for comparison against `collectedAt`"},"itemExecutionStatus":{"type":"string","description":"Execution status of the item's last update"},"resources":{"type":"array","description":"One entry per declared resource, plus one per record held that the institution never declared. Anomalies are listed first.","items":{"$ref":"#/components/schemas/ItemResource"}},"summary":{"$ref":"#/components/schemas/ItemResourcesSummary"}}},"ItemResource":{"properties":{"resourceId":{"type":"string","description":"Identifier the institution uses for this resource. Matches the `providerId` of the corresponding account, credit card, loan or investment."},"product":{"type":"string","description":"Pluggy product family the resource maps to","enum":["ACCOUNT","CREDIT_CARD","LOAN","INVESTMENT"]},"type":{"type":["string","null"],"description":"Open Finance resource type, as reported by the institution. `null` for an investment that the institution never declared, since a stored investment cannot be mapped back to one of the Open Finance investment types.","enum":["ACCOUNT","CREDIT_CARD_ACCOUNT","LOAN","FINANCING","UNARRANGED_ACCOUNT_OVERDRAFT","INVOICE_FINANCING","BANK_FIXED_INCOME","CREDIT_FIXED_INCOME","VARIABLE_INCOME","TREASURE_TITLE","FUND",null]},"declaredStatus":{"type":["string","null"],"description":"Availability the institution reported for this resource. `null` when the institution never listed it. Note `PENDING_AUTHORISATION` follows the Open Finance spelling.","enum":["AVAILABLE","UNAVAILABLE","TEMPORARILY_UNAVAILABLE","PENDING_AUTHORISATION",null]},"retrieved":{"type":"boolean","description":"Whether Pluggy currently holds a record for this resource. Records persist between executions, so this means the data is available now, not that the last execution fetched it."},"entityIds":{"type":"array","description":"Ids of the records backing this resource, usable against the accounts, loans or investments endpoints. Empty when `retrieved` is `false`.","items":{"type":"string","format":"uuid"}},"availability":{"type":"string","description":"What the declared status and the held data say together.\n\n- `OK`: declared available, and the data is there.\n- `MISSING`: declared available, but no data came through. This is the one worth reporting.\n- `BLOCKED`: the institution reported it as unavailable or pending authorisation, and there is no data. Expected — for `PENDING_AUTHORISATION` the end user still has to authorise sharing at their institution.\n- `UNEXPECTED`: the institution does not report it as available, yet the data is there.\n- `UNDECLARED`: the data is there and the institution never listed the resource.","enum":["OK","MISSING","BLOCKED","UNEXPECTED","UNDECLARED"]}}},"ItemResourcesSummary":{"properties":{"total":{"type":"number","description":"Number of rows in `resources`"},"ok":{"type":"number"},"missing":{"type":"number"},"blocked":{"type":"number"},"unexpected":{"type":"number"},"undeclared":{"type":"number"}}},"LoanPayments":{"properties":{"contractOutstandingBalance":{"type":"number","description":"Amount required for the customer to settle the debt"},"releases":{"type":"array","description":"List of payments made in the period","items":{"$ref":"#/components/schemas/LoanPaymentRelease"}}}},"LoanPaymentRelease":{"properties":{"isOverParcelPayment":{"type":"boolean","description":"Identifies whether it is an agreed payment (false) or a one-time payment (true)"},"installmentId":{"type":"string","description":"Installment identifier, responsibility of each transmitting Institution"},"paidDate":{"type":"string","format":"date-time","description":"Effective date of payment referring to the contract of the credit modality consulted"},"currencyCode":{"type":"string","description":"Code referencing the currency of the payment","example":"BRL"},"paidAmount":{"type":"number","description":"Payment amount referring to the contract of the credit modality consulted"},"overParcel":{"$ref":"#/components/schemas/LoanPaymentReleaseOverParcel"}}},"LoanPaymentReleaseOverParcel":{"description":"Object of fees and charges that were paid outside the installment","properties":{"fees":{"type":"array","description":"List of fees that were paid outside the installment, only for single payment","items":{"$ref":"#/components/schemas/LoanPaymentReleaseOverParcelFee"}},"charges":{"type":"array","description":"List of charges that were paid out of installment","items":{"$ref":"#/components/schemas/LoanPaymentReleaseOverParcelCharge"}}}},"LoanPaymentReleaseOverParcelFee":{"properties":{"name":{"type":"string","description":"Denomination of the agreed rate"},"code":{"type":"string","description":"Acronym identifying the agreed rate"},"amount":{"type":"number","description":"Monetary value of the tariff agreed in the contract"}}},"LoanPaymentReleaseOverParcelCharge":{"properties":{"type":{"type":"string","description":"Charge type agreed in the contract (https://openbanking-brasil.github.io/openapi/swagger-apis/loans/?urls.primaryName=2.0.1#model-EnumContractFinanceChargeType)"},"additionalInfo":{"type":"string","description":"Free field to fill in additional information regarding the charge"},"amount":{"type":"number","description":"Payment amount of the charge paid outside the installment"}}},"Bill":{"description":"Response with information related to a credit card bill","properties":{"id":{"type":"string","description":"Primary identifier"},"dueDate":{"type":"string","format":"date-time","description":"Due date of the bill, displayed for payment by the customer"},"billClosingDate":{"type":["string","null"],"format":"date-time","description":"Date when the bill was closed"},"totalAmount":{"type":"number","description":"Total bill amount"},"totalAmountCurrencyCode":{"type":"string","example":"BRL","description":"Code referencing the currency of the bill"},"minimumPaymentAmount":{"type":"number","description":"Minimum payment amount of the bill"},"allowsInstallments":{"type":"boolean","description":"Indicates whether the bill allows installment payments (true) or not (false)"},"financeCharges":{"type":"array","description":"List of charges associated to the bill","items":{"$ref":"#/components/schemas/BillFinanceCharge"}},"payments":{"type":"array","description":"List of payments associated to the bill","items":{"$ref":"#/components/schemas/BillPayment"}}},"type":"object","required":["id","dueDate","totalAmount","totalAmountCurrencyCode","financeCharges","payments"],"example":{}},"BillPayment":{"description":"Response with information related to a credit card bill payment","properties":{"id":{"type":"string","description":"Primary identifier"},"valueType":{"enum":["INSTALLMENT_PAYMENT","FULL_PAYMENT","OTHER_PAYMENT"],"type":"string","description":"Classifies the payment value type"},"paymentDate":{"type":"string","format":"date-time","description":"Date when the payment was made"},"paymentMode":{"type":["string","null"],"enum":["DEBIT_ACCOUNT","BANK_SLIP","PAYROLL_DEDUCTION","PIX",null],"description":"Payment mode used"},"amount":{"type":"number","description":"Payment amount"},"currencyCode":{"type":"string","example":"BRL","description":"Code referencing the currency of the payment"}},"type":"object","required":["id","valueType","paymentDate","amount","currencyCode"],"example":{}},"BillFinanceCharge":{"description":"Response with information related to a credit card bill finance charge","properties":{"id":{"type":"string","description":"Primary identifier"},"type":{"enum":["LATE_PAYMENT_REMUNERATIVE_INTEREST","LATE_PAYMENT_FEE","LATE_PAYMENT_INTEREST","IOF","OTHER"],"type":"string","description":"Denomination of the charges that apply to the postpaid payment account bill"},"amount":{"type":"number","description":"Amount charged for the charge/fee"},"currencyCode":{"type":"string","example":"BRL","description":"Code referencing the currency of the charge"},"additionalInfo":{"type":"string","description":"Free field, mandatory to fill if 'OTHER' type of charge is selected"}},"type":"object","required":["id","type","amount","currencyCode"],"example":{}},"PaymentRequestStatus":{"type":"string","description":"Lifecycle of a payment request.\n- `CREATED`: the request was created and is waiting for a payment intent.\n- `IN_PROGRESS`: a payment intent is being processed by the institution.\n- `WAITING_PAYER_AUTHORIZATION`: the payer must authorize the payment at the institution.\n- `AUTHORIZED`: only for Automatic PIX. The recurring consent was authorized; individual payments will be executed under it.\n- `SCHEDULED`: the payment is scheduled for a future date.\n- `COMPLETED`: the payment was confirmed by the institution.\n- `ERROR`: the payment failed (see `errorDetail`).\n- `REFUND_IN_PROGRESS`: a refund was requested and is being processed.\n- `REFUNDED`: the refund was completed.\n- `REFUND_ERROR`: the refund failed.\n- `EXPIRED`: the request expired without being paid.\n- `CANCELED`: the request was canceled.","enum":["CREATED","IN_PROGRESS","WAITING_PAYER_AUTHORIZATION","AUTHORIZED","SCHEDULED","COMPLETED","ERROR","REFUND_IN_PROGRESS","REFUNDED","REFUND_ERROR","EXPIRED","CANCELED"]},"PaymentCustomerType":{"type":"string","enum":["INDIVIDUAL","BUSINESS"],"description":"Customer type.\n- `INDIVIDUAL`: identified by `cpf`.\n- `BUSINESS`: identified by `cnpj`."},"AutomaticPixInterval":{"type":"string","enum":["WEEKLY","MONTHLY","QUARTERLY","SEMESTER","YEARLY"],"description":"Permitted frequency for recurring PIX payments under a consent."},"AutomaticPixPaymentStatus":{"type":"string","enum":["SCHEDULED","CREATED","COMPLETED","CANCELED","ERROR"],"description":"Status of an individual recurring PIX payment.\n- `SCHEDULED`: the payment has been scheduled at the institution.\n- `CREATED`: the payment is created and pending execution.\n- `COMPLETED`: the payment was confirmed.\n- `CANCELED`: the payment was canceled.\n- `ERROR`: the payment failed (see `errorDetail`)."},"SmartTransferPaymentStatus":{"type":"string","description":"Lifecycle of a Smart Transfer payment. Narrower than `PaymentIntentStatus`: Smart Transfer payments operate under an already-authorized preauthorization, so consent-collection statuses (`STARTED`, `ENQUEUED`, `CONSENT_AWAITING_AUTHORIZATION`) and consent-revocation statuses (`REJECTED`, `REVOKED`, `CONSUMED`) do not apply.\n- `CONSENT_AUTHORIZED`: the payment was accepted under the preauthorization and is ready to be processed.\n- `CONSENT_REJECTED`: the preauthorization was rejected at execution time.\n- `PAYMENT_PENDING`: the payment was submitted to the institution and is awaiting confirmation.\n- `PAYMENT_PARTIALLY_ACCEPTED`: the payment was accepted but still needs an additional authorization.\n- `PAYMENT_SETTLEMENT_PROCESSING`: the settlement is being processed.\n- `PAYMENT_SETTLEMENT_DEBTOR_ACCOUNT`: the funds were debited from the payer account; awaiting clearing.\n- `PAYMENT_COMPLETED`: the payment was confirmed by the institution.\n- `PAYMENT_REJECTED`: the payment was rejected after consent was authorized.\n- `ERROR`: an unexpected error occurred during the flow.\n- `CANCELED`: the payment was canceled.","enum":["CONSENT_AUTHORIZED","CONSENT_REJECTED","PAYMENT_PENDING","PAYMENT_PARTIALLY_ACCEPTED","PAYMENT_SETTLEMENT_PROCESSING","PAYMENT_SETTLEMENT_DEBTOR_ACCOUNT","PAYMENT_COMPLETED","PAYMENT_REJECTED","ERROR","CANCELED"]},"PaymentIntentStatus":{"type":"string","description":"Lifecycle of a payment intent. The flow goes from consent collection (CONSENT_*) to payment execution (PAYMENT_*).\n\n**Consent phase**\n- `STARTED`: the consent process started at Pluggy.\n- `ENQUEUED`: the payment is enqueued waiting for the consent flow to be initiated.\n- `CONSENT_AWAITING_AUTHORIZATION`: the payer must complete the authorization at the institution (see `consentUrl`).\n- `CONSENT_AUTHORIZED`: the consent was granted by the payer.\n- `CONSENT_REJECTED`: the consent was rejected by the payer or the institution.\n\n**Payment phase**\n- `PAYMENT_PENDING`: the payment was submitted to the institution and is waiting confirmation.\n- `PAYMENT_PARTIALLY_ACCEPTED`: the payment was accepted but still needs an additional authorization (e.g. multi-signature accounts).\n- `PAYMENT_SETTLEMENT_PROCESSING`: the settlement is being processed.\n- `PAYMENT_SETTLEMENT_DEBTOR_ACCOUNT`: the funds were debited from the payer account; awaiting clearing.\n- `PAYMENT_COMPLETED`: the payment was confirmed by the institution.\n- `PAYMENT_REJECTED`: the payment was rejected after consent was authorized.\n\n**Terminal / other**\n- `REJECTED`: generic rejected status (institution-specific reason in `errorDetail`).\n- `ERROR`: an unexpected error occurred during the flow.\n- `CANCELED`: the intent was canceled.\n- `REVOKED`: the consent was revoked after authorization (recurring payments only).\n- `CONSUMED`: the consent was fully consumed (recurring payments reached their end).\n- `PAYMENT_TIMEOUT`: the authorization attempt exceeded its timeout. Regular payment attempts time out after 30 minutes; Automatic PIX attempts time out after 60 minutes. The Payment Request returns to `CREATED`.","enum":["STARTED","ENQUEUED","CONSENT_AWAITING_AUTHORIZATION","CONSENT_AUTHORIZED","CONSENT_REJECTED","PAYMENT_PENDING","PAYMENT_PARTIALLY_ACCEPTED","PAYMENT_SETTLEMENT_PROCESSING","PAYMENT_SETTLEMENT_DEBTOR_ACCOUNT","PAYMENT_COMPLETED","PAYMENT_REJECTED","REJECTED","ERROR","CANCELED","REVOKED","CONSUMED","PAYMENT_TIMEOUT"]},"WebhookEventType":{"type":"string","enum":["all","item/created","item/updated","item/error","item/deleted","item/waiting_user_input","item/waiting_user_action","item/login_succeeded","connector/status_updated","transactions/created","transactions/updated","transactions/deleted","payment_intent/created","payment_intent/completed","payment_intent/waiting_payer_authorization","payment_intent/error","payment_request/updated","scheduled_payment/created","scheduled_payment/completed","scheduled_payment/error","scheduled_payment/canceled","scheduled_payment/all_completed","scheduled_payment/all_created","boleto/updated","automatic_pix_payment/created","automatic_pix_payment/completed","automatic_pix_payment/error","automatic_pix_payment/canceled","smart_transfer_preauthorization/completed","smart_transfer_preauthorization/error","smart_transfer_payment/completed","smart_transfer_payment/error"],"description":"Event the webhook subscribes to. Use `all` to receive every event for the client. Events are grouped by topic:\n\n**item/** – Lifecycle of an item (a connection to a financial institution).\n- `item/created`: a new item was created.\n- `item/updated`: the item finished an execution with new data.\n- `item/error`: the execution finished with an error (see the payload's `error` field).\n- `item/deleted`: the item was deleted.\n- `item/waiting_user_input`: the item needs additional credentials/MFA from the end user.\n- `item/waiting_user_action`: the item needs the end user to perform an action on the institution side.\n- `item/login_succeeded`: the credentials were accepted by the institution (data may still be syncing).\n\n**connector/** – Connector-level events.\n- `connector/status_updated`: a connector's health status changed (ONLINE/OFFLINE/UNSTABLE).\n\n**transactions/** – Account transaction lifecycle.\n- `transactions/created` / `transactions/updated` / `transactions/deleted`: a transaction was inserted, modified or removed during an item execution.\n\n**payment_intent/** – Payment Initiation flow (single PIX).\n- `payment_intent/created`: a payment intent was created.\n- `payment_intent/completed`: the payment was confirmed by the institution.\n- `payment_intent/waiting_payer_authorization`: the payer still needs to authorize the payment.\n- `payment_intent/error`: the payment was rejected or failed.\n\n**payment_request/** – Aggregate payment request state.\n- `payment_request/updated`: the overall status of a payment request changed.\n\n**scheduled_payment/** – Scheduled (recurring or future) payments.\n- `scheduled_payment/created` / `completed` / `error` / `canceled`: lifecycle of a single scheduled payment.\n- `scheduled_payment/all_created` / `scheduled_payment/all_completed`: emitted once when every scheduled payment in a series reaches the same terminal state.\n\n**boleto/** – Boleto status updates.\n- `boleto/updated`: the boleto data was updated (e.g. paid, expired, amount changed).\n\n**automatic_pix_payment/** – Recurring PIX (PIX Automático) individual payments.\n- `automatic_pix_payment/created`: a new recurring payment was scheduled.\n- `automatic_pix_payment/completed`: the recurring payment was confirmed.\n- `automatic_pix_payment/error`: the recurring payment failed.\n- `automatic_pix_payment/canceled`: the recurring payment was canceled (by user, expiration or revoked consent).\n\n**smart_transfer_preauthorization/** – Smart Transfer pre-authorization (consent setup).\n- `smart_transfer_preauthorization/completed`: the pre-authorization was accepted.\n- `smart_transfer_preauthorization/error`: the pre-authorization failed.\n\n**smart_transfer_payment/** – Smart Transfer individual payments executed under an active pre-authorization.\n- `smart_transfer_payment/completed`: the transfer was successful.\n- `smart_transfer_payment/error`: the transfer failed."},"SmartAccount":{"type":"object","description":"Pluggy Smart Account (escrow account) attached to a payment request. Receives funds and lets the client orchestrate splits and withdrawals.","properties":{"id":{"type":"string","format":"uuid"},"agency":{"type":"string","description":"Bank agency of the smart account"},"number":{"type":"string","description":"Account number"},"verifyingDigit":{"type":"string","description":"Account verifying digit"},"type":{"type":"string","enum":["CHECKING_ACCOUNT"],"description":"Smart accounts are always checking accounts"},"isSandbox":{"type":"boolean"},"owner":{"type":"string","description":"Legal name of the smart account holder. Only returned in detailed views."},"pixKey":{"type":"string","description":"PIX key associated with the smart account"}},"required":["id","agency","number","verifyingDigit","type","isSandbox"]},"Debtor":{"type":"object","description":"Information about the payer's account, as returned by the institution after the payment is completed. Only populated for `PAYMENT_COMPLETED` payment intents on connectors that expose this data.","properties":{"name":{"type":["string","null"],"description":"Holder name"},"taxNumber":{"type":["string","null"],"description":"Obfuscated CPF/CNPJ of the payer"},"bankAccount":{"type":"object","properties":{"agency":{"type":["string","null"],"description":"Branch number"},"account":{"type":["string","null"],"description":"Account number"},"name":{"type":["string","null"],"description":"Bank name"}}}}},"PixQrPaymentRecipient":{"type":"object","description":"Payment recipient inferred from a PIX QR code (only the merchant name is exposed).","properties":{"type":{"type":"string","enum":["PIX_QR_CODE"]},"name":{"type":"string","description":"Merchant name decoded from the PIX QR code"}},"required":["type"]},"BoletoPaymentRecipient":{"type":"object","description":"Payment recipient inferred from a boleto.","properties":{"type":{"type":"string","enum":["BOLETO"]},"name":{"type":"string","description":"Recipient name from the boleto"},"taxNumber":{"type":"string","description":"Recipient CPF or CNPJ from the boleto"}},"required":["type"]},"PaymentRequestRecipient":{"description":"Recipient embedded inside a payment request. Polymorphic depending on the kind of payment.\n- `BANK_ACCOUNT`: a registered bank-account recipient (see `PaymentRecipient`).\n- `PIX_QR_CODE`: recipient derived from a PIX QR code attached to the request.\n- `BOLETO`: recipient derived from a boleto attached to the request.","oneOf":[{"$ref":"#/components/schemas/PaymentRecipient"},{"$ref":"#/components/schemas/PixQrPaymentRecipient"},{"$ref":"#/components/schemas/BoletoPaymentRecipient"}],"discriminator":{"propertyName":"type","mapping":{"BANK_ACCOUNT":"#/components/schemas/PaymentRecipient","PIX_QR_CODE":"#/components/schemas/PixQrPaymentRecipient","BOLETO":"#/components/schemas/BoletoPaymentRecipient"}}},"PaymentRequest":{"description":"Response with information related to a payment request","properties":{"id":{"type":"string","description":"Primary identifier"},"amount":{"type":"number","description":"Requested amount. For automatic pix it won't be returned"},"fees":{"type":["number","null"],"description":"Fees charged for the payment request. This includes both Pluggy's fees and any customer-specific fees. Fees are calculated based on the payment method (PIX or Boleto) and the client's pricing configuration. For sandbox accounts, fees are set to 0."},"description":{"type":"string","description":"Payment description"},"status":{"$ref":"#/components/schemas/PaymentRequestStatus"},"clientPaymentId":{"type":["string","null"],"description":"Client payment identifier"},"createdAt":{"type":"string","format":"date-time","description":"Date when the payment request was created"},"updatedAt":{"type":"string","format":"date-time","description":"Date when the payment request was updated"},"callbackUrls":{"anyOf":[{"$ref":"#/components/schemas/PaymentRequestCallbackUrls"},{"type":"null"}]},"recipient":{"description":"Recipient of the payment. Shape depends on the recipient `type`.","anyOf":[{"$ref":"#/components/schemas/PaymentRequestRecipient"},{"type":"null"}]},"customer":{"description":"Customer associated with the payment request","anyOf":[{"$ref":"#/components/schemas/PaymentCustomer"},{"type":"null"}]},"smartAccount":{"description":"Smart account that receives the funds, when applicable","anyOf":[{"$ref":"#/components/schemas/SmartAccount"},{"type":"null"}]},"paymentUrl":{"type":"string","description":"URL to begin the payment intent creation flow for this payment request"},"pixQrCode":{"type":["string","null"],"description":"Pix QR code generated by the payment receiver"},"boleto":{"anyOf":[{"$ref":"#/components/schemas/Boleto"},{"type":"null"}]},"automaticPix":{"$ref":"#/components/schemas/AutomaticPix"},"schedule":{"oneOf":[{"$ref":"#/components/schemas/SINGLE"},{"$ref":"#/components/schemas/DAILY"},{"$ref":"#/components/schemas/WEEKLY"},{"$ref":"#/components/schemas/MONTHLY"},{"$ref":"#/components/schemas/CUSTOM"},{"type":"null"}],"discriminator":{"propertyName":"type","mapping":{"DAILY":"#/components/schemas/DAILY","WEEKLY":"#/components/schemas/WEEKLY","MONTHLY":"#/components/schemas/MONTHLY","CUSTOM":"#/components/schemas/CUSTOM"}}},"errorDetail":{"type":["object","null"],"description":"Error details when payment request fails","properties":{"code":{"type":"string","description":"Error code"},"providerMessage":{"type":"string","description":"Error message returned by the institution"}}},"isSandbox":{"type":"boolean","description":"Indicates if this payment request is in sandbox mode. Default: false.","default":false}},"type":"object","required":["id","status","createdAt","updatedAt","paymentUrl"],"example":{"id":"c2a6b7d9-3349-435d-8341-44021449ebbc","amount":150.5,"fees":0.45,"description":"Order #4821","status":"CREATED","clientPaymentId":"order-4821","createdAt":"2025-03-12T13:03:45.689Z","updatedAt":"2025-03-12T13:03:45.689Z","callbackUrls":{"success":"https://merchant.example.com/orders/4821/success","error":"https://merchant.example.com/orders/4821/error"},"paymentUrl":"https://pay.pluggy.ai/c2a6b7d9-3349-435d-8341-44021449ebbc","recipient":{"type":"BANK_ACCOUNT","id":"5e9f8f8f-f8f8-4f8f-8f8f-8f8f8f8f8f8f","name":"Conta empresa","taxNumber":"22222222222","isDefault":true,"paymentInstitution":{"id":"00000000-0000-0000-0000-000000000000","name":"Banco J. Safra S.A.","ispb":"03017677","tradeName":"Banco Safra","compe":"074","createdAt":"2020-04-21T15:00:00.000Z","updatedAt":"2020-04-21T15:00:00.000Z"},"account":{"branch":"0001","number":"123456","type":"CHECKING_ACCOUNT"},"pixKey":null,"createdAt":"2024-01-15T10:30:00.000Z","updatedAt":"2024-01-15T10:30:00.000Z"},"customer":null,"smartAccount":null,"pixQrCode":null,"boleto":null,"automaticPix":null,"schedule":null,"errorDetail":null,"isSandbox":false}},"SchedulePayment":{"description":"Information of a schedule payment","properties":{"id":{"type":"string","format":"uuid"},"description":{"type":"string","description":"Scheduled payment description"},"status":{"type":"string","description":"Scheduled payment status","enum":["SCHEDULED","COMPLETED","ERROR"]},"scheduledDate":{"type":"string","format":"date","description":"Date when the payment is scheduled"},"endToEndId":{"type":"string","description":"Identifier for the payment, used to link the scheduled payment with the corresponding payment received"},"errorDetail":{"type":["object","null"],"description":"Details about an error that occurred with the scheduled payment","properties":{"code":{"type":"string","description":"Error code"},"description":{"type":"string","description":"Human-readable description of the error"},"detail":{"type":"string","description":"Additional details about the error in the provider's language"}}}},"type":"object","required":["id","description","status","scheduledDate"]},"CreatePaymentRequest":{"description":"Request with information to create a payment request","properties":{"amount":{"type":"number","description":"Requested amount"},"description":{"type":"string","description":"Payment description"},"callbackUrls":{"anyOf":[{"$ref":"#/components/schemas/PaymentRequestCallbackUrls"},{"type":"null"}]},"recipientId":{"type":"string","format":"uuid","description":"Payment receiver identifier"},"customerId":{"type":"string","format":"uuid","description":"Customer identifier associated to the payment"},"clientPaymentId":{"type":"string","description":"Your payment identifier"},"schedule":{"oneOf":[{"$ref":"#/components/schemas/SINGLE"},{"$ref":"#/components/schemas/DAILY"},{"$ref":"#/components/schemas/WEEKLY"},{"$ref":"#/components/schemas/MONTHLY"},{"$ref":"#/components/schemas/CUSTOM"}],"type":["string","null"],"default":null,"discriminator":{"propertyName":"type","mapping":{"DAILY":"#/components/schemas/DAILY","WEEKLY":"#/components/schemas/WEEKLY","MONTHLY":"#/components/schemas/MONTHLY","CUSTOM":"#/components/schemas/CUSTOM"}}},"isSandbox":{"type":"boolean","description":"Indicates if this payment request should be created in sandbox mode. Default: false.","default":false}},"type":"object","required":["amount"],"example":{"amount":100.5,"description":"Transferência","isSandbox":false}},"CreatePixQrPaymentRequest":{"description":"Request with information to create a PIX QR payment request","properties":{"pixQrCode":{"type":"string","description":"Pix QR code"},"callbackUrls":{"anyOf":[{"$ref":"#/components/schemas/PaymentRequestCallbackUrls"},{"type":"null"}]},"customerId":{"type":"string","format":"uuid","description":"Customer identifier associated to the payment"},"isSandbox":{"type":"boolean","description":"Indicates if this payment request should be created in sandbox mode. Default: false.","default":false}},"type":"object","required":["pixQrCode"],"example":{"pixQrCode":"00020126490014br.gov.bcb.pix0108dict-key0215additional-info52040000530398654031005802BR5912example-name6006Cidade62090505tx-id63045E20","callbackUrls":null,"customerId":"5e9f8f8f-f8f8-4f8f-8f8f-8f8f8f8f8f8f","isSandbox":false}},"UpdatePaymentRequest":{"description":"Request with information to update a payment request","properties":{"amount":{"type":"number","description":"Requested amount"},"description":{"type":"string","description":"Payment description"},"callbackUrls":{"$ref":"#/components/schemas/PaymentRequestCallbackUrls"},"recipientId":{"type":"string","format":"uuid","description":"Payment receiver identifier"},"customerId":{"type":"string","format":"uuid","description":"Customer identifier associated to the payment"},"clientPaymentId":{"type":"string","description":"Your payment identifier"},"isSandbox":{"type":"boolean","description":"Indicates if this payment request should be updated as sandbox. Default: false.","default":false}},"type":"object","example":{"amount":100.5,"description":"Transferência","callbackUrls":null,"recipientId":"05c693bf-c196-47ea-a28c-8251d6bb8a06","customerId":"5e9f8f8f-f8f8-4f8f-8f8f-8f8f8f8f8f8f","clientPaymentId":"external-ref-456","isSandbox":false}},"PaymentRequestCallbackUrls":{"description":"Redirect urls after the payment was completed or ended in error status","properties":{"success":{"type":"string","description":"Url to be redirected after the payment was completed"},"pending":{"type":"string","description":"Url to be redirected when the payment is pending (for example, when it has status WAITING_PAYER_AUTHORIZATION"},"error":{"type":"string","description":"Url to be redirected after the payment ended in error status"}},"type":"object","example":{}},"PaymentInstitution":{"description":"Response with information related to a payment institution","properties":{"id":{"type":"string","description":"Primary identifier"},"name":{"type":"string","description":"Payment institution name"},"tradeName":{"type":"string","description":"Payment institution trade name"},"ispb":{"type":"string","description":"Payment institution ISPB"},"compe":{"type":"string","description":"Payment institution COMPE"},"createdAt":{"type":"string","format":"date-time","description":"Date when the payment institution was created"},"updatedAt":{"type":"string","format":"date-time","description":"Date when the payment institution was updated"}},"type":"object","required":["id","name","ispb","tradeName","createdAt","updatedAt"],"example":{"id":"5e9f8f8f-f8f8-4f8f-8f8f-8f8f8f8f8f8f","name":"Banco J. Safra S.A.","ispb":"03017677","tradeName":"Banco Safra","compe":"074","createdAt":"2020-04-21T15:00:00.000Z","updatedAt":"2020-04-21T15:00:00.000Z"}},"PaymentRecipientAccount":{"description":"Payment receiver bank account information","properties":{"branch":{"type":"string","description":"Receiver bank account branch (agency)"},"number":{"type":"string","description":"Receiver bank account number"},"type":{"type":"string","description":"Receiver bank account type, could be: 'CHECKING_ACCOUNT', 'SAVINGS_ACCOUNT' or 'GUARANTEED_ACCOUNT'"}},"type":"object","example":{},"required":["branch","number","type"]},"PaymentIntent":{"description":"Request with information related to a payment intent","properties":{"id":{"type":"string","description":"Primary identifier"},"status":{"$ref":"#/components/schemas/PaymentIntentStatus"},"createdAt":{"type":"string","format":"date-time","description":"Date when the payment intent was created"},"updatedAt":{"type":"string","format":"date-time","description":"Date when the payment intent was updated"},"paymentRequest":{"allOf":[{"$ref":"#/components/schemas/PaymentRequest"}],"description":"Payment request associated to the payment intent"},"connector":{"allOf":[{"$ref":"#/components/schemas/Connector"}],"description":"Connector associated to the payment intent"},"consentUrl":{"type":"string","description":"Url to authorize the payment intent"},"referenceId":{"type":"string","description":"Pix id related to the payment intent"},"paymentMethod":{"type":"string","enum":["PIS","PIX"],"description":"Payment method can be PIS (Payment Initiation) or PIX","default":"PIS"},"pixData":{"allOf":[{"$ref":"#/components/schemas/PixData"}],"description":"Pix data related to the payment intent (only applies for PIX payment method)"},"debtor":{"description":"Information about the payer's account, returned by the institution after the payment is completed. Null until the institution exposes it.","anyOf":[{"$ref":"#/components/schemas/Debtor"},{"type":"null"}]},"errorDetail":{"allOf":[{"$ref":"#/components/schemas/PaymentIntentErrorDetail"}],"description":"Error details when payment intent fails"}},"type":"object","required":["id","status","createdAt","updatedAt"],"example":{"id":"4cfe1f6d-ae71-4c35-aae0-8f8a535ffbbd","status":"CONSENT_AWAITING_AUTHORIZATION","createdAt":"2023-11-06T15:38:47.861Z","updatedAt":"2023-11-06T15:45:19.384Z","paymentRequest":{"id":"c2a6b7d9-3349-435d-8341-44021449ebbc","amount":100.5,"description":"Transferência","status":"IN_PROGRESS","createdAt":"2023-11-06T13:03:45.689Z","updatedAt":"2023-11-06T15:45:19.401Z","callbackUrls":null,"recipient":null,"paymentUrl":"https://pay.pluggy.ai/05c693bf-c196-47ea-a28c-8251d6bb8a06"},"connector":{"id":603,"name":"Bradesco","primaryColor":"e5173f","institutionUrl":"https://banco.bradesco/open-finance/logo/icones_vetorial-pf.svg","country":"BR","type":"PERSONAL_BANK","credentials":[{"validation":"^\\d{3}\\.?\\d{3}\\.?\\d{3}-?\\d{2}$","validationMessage":"CPF deve ter 11 números.","label":"CPF","name":"cpf","type":"number","placeholder":"","optional":false}],"imageUrl":"https://cdn.pluggy.ai/assets/connector-icons/203.svg","hasMFA":false,"oauth":true,"health":{"status":"ONLINE","stage":null},"products":["ACCOUNTS","TRANSACTIONS","IDENTITY","CREDIT_CARDS","PAYMENT_DATA","LOANS","INVESTMENTS"],"createdAt":"2023-07-12T20:20:17.253Z","isSandbox":false,"isOpenFinance":true},"consentUrl":"https://consenturl.com"}},"CreatePaymentIntent":{"description":"Request with information to create a payment intent","properties":{"paymentRequestId":{"type":"string","description":"Primary identifier of the payment request associated to the payment intent"},"parameters":{"$ref":"#/components/schemas/PaymentIntentParameter"},"connectorId":{"type":"number","description":"Primary identifier of the connector associated to the payment intent"},"paymentMethod":{"type":"string","enum":["PIS"],"description":"Payment method can be PIS (Payment Initiation) or PIX (PIX QR flow)."},"isDynamicPix":{"type":"boolean","description":"Only for PIX paymentMethod. If true, the generated PIX QR code is dynamic and one-use. This requires the customerId to be present, and the customer must have CPF/CNPJ"}},"type":"object","example":{}},"PaymentCustomer":{"description":"Response with information related to a payment customer","properties":{"id":{"type":"string","description":"Primary identifier"},"type":{"$ref":"#/components/schemas/PaymentCustomerType"},"name":{"type":"string","description":"Customer name"},"email":{"type":"string","description":"Customer email"},"cpf":{"type":"string","description":"Customer CPF"},"cnpj":{"type":"string","description":"Customer CNPJ, if type is `BUSINESS`"},"connector":{"$ref":"#/components/schemas/Connector","description":"Default institution to be used in the Pluggy's payment initiation flow (https://pay.pluggy.ai) by the payer."},"createdAt":{"type":"string","format":"date-time","description":"Date when the customer was created"},"updatedAt":{"type":"string","format":"date-time","description":"Date when the customer was last updated"}},"type":"object","required":["id","type","name","createdAt","updatedAt"],"example":{"id":"5e9f8f8f-f8f8-4f8f-8f8f-8f8f8f8f8f8f","type":"INDIVIDUAL","name":"Marco Silva","email":"marco.silva@example.com","cpf":"222.222.222-22","cnpj":null,"connector":null,"createdAt":"2024-01-15T10:30:00.000Z","updatedAt":"2024-01-15T10:30:00.000Z"}},"CreatePaymentCustomerRequestBody":{"description":"Body to create a payment customer","properties":{"type":{"$ref":"#/components/schemas/PaymentCustomerType"},"name":{"type":"string","description":"Customer name"},"email":{"type":"string","description":"Customer email"},"cpf":{"type":"string","description":"Customer CPF. Required when `type=INDIVIDUAL`."},"cnpj":{"type":"string","description":"Customer CNPJ. Required when `type=BUSINESS`."},"connectorId":{"type":"number","description":"Default connector id to be used in the Pluggy's payment initiation flow (https://pay.pluggy.ai) by the payer."}},"type":"object","required":["type","name"],"example":{"type":"INDIVIDUAL","name":"Marco Silva","email":"marco.silva@example.com","cpf":"22222222222"}},"CreateOrUpdatePaymentCustomer":{"description":"Body to update a payment customer. All fields are optional.","properties":{"type":{"$ref":"#/components/schemas/PaymentCustomerType"},"name":{"type":"string","description":"Customer name"},"email":{"type":"string","description":"Customer email"},"cpf":{"type":"string","description":"Customer CPF"},"cnpj":{"type":"string","description":"Customer CNPJ, if type is `BUSINESS`"}},"type":"object","example":{"name":"Marco Silva","email":"marco.silva@example.com"}},"PaymentRecipient":{"description":"Bank-account payment recipient. Returned by `/payments/recipients` endpoints and embedded inside payment requests when the request targets a registered recipient.","properties":{"type":{"type":"string","enum":["BANK_ACCOUNT"],"description":"Recipient discriminator. Always `BANK_ACCOUNT` for this schema."},"id":{"type":"string","description":"Primary identifier"},"taxNumber":{"type":"string","description":"Account owner tax number. Can be CPF or CNPJ (only numbers)."},"name":{"type":"string","description":"Account owner name."},"paymentInstitution":{"allOf":[{"$ref":"#/components/schemas/PaymentInstitution"}],"description":"Institution that holds the recipient's bank account."},"isDefault":{"type":"boolean","description":"Indicates if the recipient is the default one"},"account":{"$ref":"#/components/schemas/PaymentRecipientAccount"},"pixKey":{"type":["string","null"],"description":"Pix key associated with the payment recipient"},"createdAt":{"type":"string","format":"date-time","description":"Date when the payment recipient was created"},"updatedAt":{"type":"string","format":"date-time","description":"Date when the payment recipient was last updated"}},"type":"object","required":["type","id","name","taxNumber","paymentInstitution","isDefault","account","createdAt","updatedAt"],"example":{"type":"BANK_ACCOUNT","id":"5e9f8f8f-f8f8-4f8f-8f8f-8f8f8f8f8f8f","name":"Conta empresa","taxNumber":"22222222222","paymentInstitution":{"id":"00000000-0000-0000-0000-000000000000","name":"Banco J. Safra S.A.","ispb":"03017677","tradeName":"Banco Safra","compe":"074","createdAt":"2020-04-21T15:00:00.000Z","updatedAt":"2020-04-21T15:00:00.000Z"},"account":{"branch":"0001","number":"123456","type":"CHECKING_ACCOUNT"},"isDefault":false,"pixKey":null,"createdAt":"2024-01-15T10:30:00.000Z","updatedAt":"2024-01-15T10:30:00.000Z"}},"CreatePaymentRecipient":{"description":"Request with information to create a payment recipient.","properties":{"taxNumber":{"type":"string","description":"Account owner tax number. Can be CPF or CNPJ (only numbers)"},"name":{"type":"string","description":"Account owner name."},"paymentInstitutionId":{"type":"string","format":"uuid","description":"Primary identifier of the institution associated to the payment recipient."},"account":{"allOf":[{"$ref":"#/components/schemas/PaymentRecipientAccount"}],"description":"Recipient's bank account destination."}},"required":["taxNumber","name","paymentInstitutionId","account"],"type":"object","example":{"taxNumber":"123456789-00","name":"Conta empresa","paymentInstitutionId":"00000000-0000-0000-0000-000000000000","account":{"branch":"0001","number":"123456","type":"CHECKING_ACCOUNT"}}},"UpdatePaymentRecipient":{"description":"Request with information to update a payment recipient","properties":{"taxNumber":{"type":"string","description":"Account owner tax number. Can be CPF or CNPJ (only numbers)"},"name":{"type":"string","description":"Account owner name."},"paymentInstitutionId":{"type":"string","format":"uuid","description":"Primary identifier of the institution associated to the payment recipient."},"account":{"allOf":[{"$ref":"#/components/schemas/PaymentRecipientAccount"}],"description":"Recipient's bank account destination."}},"type":"object","example":{"taxNumber":"123456789-00","name":"Conta empresa","paymentInstitutionId":"00000000-0000-0000-0000-000000000000","account":{"branch":"0001","number":"123456","type":"CHECKING_ACCOUNT"}}},"PixData":{"description":"Payment Intent PIX data","properties":{"value":{"type":"string","description":"PIX QR raw value"},"qr":{"type":"string","description":"PIX QR image in base64 format"}},"type":"object","required":["value","qr"]},"Boleto":{"description":"Boleto data","properties":{"digitableLine":{"type":"string","description":"Boleto digitable line"},"barcode":{"type":"string","description":"Boleto barcode"},"payer":{"$ref":"#/components/schemas/BoletoPayer"},"recipient":{"$ref":"#/components/schemas/BoletoRecipient"},"date":{"type":["string","null"],"format":"date-time","description":"Boleto issue date"},"dueDate":{"type":"string","format":"date-time","description":"Boleto due date"},"expirationDate":{"type":["string","null"],"format":"date-time","description":"After this date, the boleto cannot be paid"},"baseAmount":{"type":"number","description":"Boleto original amount, without interests, penalties and discounts"},"penaltyAmount":{"type":"number","description":"Boleto penalty amount. If there is no penalty, it will be returned as zero"},"interestAmount":{"type":"number","description":"Boleto interest amount. If there is no interest, it will be returned as zero"},"discountAmount":{"type":"number","description":"Boleto discount amount. If there is no discounts, it will be returned as zero"},"totalAmount":{"type":"number","description":"Boleto final amount. It is equal to the base amount plus penalties and interests, minus discounts"},"updatedAt":{"type":"string","format":"date-time","description":"Date when the lastest information of this boleto has been retrieved"}},"type":"object","required":["digitableLine","barcode","payer","recipient","dueDate","baseAmount","penaltyAmount","discountAmount","totalAmount"]},"BoletoPayer":{"description":"Payer of a boleto being paid. Only identity data — this is not the payer of an issued boleto, which carries the full address block under `IssuedBoleto.payer`.","properties":{"taxNumber":{"type":"string","description":"Payer CPF or CNPJ"},"name":{"type":"string","description":"Payer name"}},"type":"object","required":["taxNumber","name"]},"BoletoRecipient":{"description":"Boleto recipient information","properties":{"taxNumber":{"type":"string","description":"Recipient CPF or CNPJ"},"name":{"type":"string","description":"Recipient name"}},"type":"object","required":["taxNumber","name"]},"SINGLE":{"title":"One time option","description":"Schedule attribute to generate a single payment on a specific future date.","properties":{"type":{"type":"string","description":"Schedule discriminator. Always `SINGLE` for this variant.","enum":["SINGLE"],"example":"SINGLE"},"date":{"type":"string","format":"date","description":"Settlement date for the payment (YYYY-MM-DD).","example":"2024-06-11"}},"type":"object","required":["type","date"]},"DAILY":{"title":"Daily option","description":"Schedule attribute to generate daily payments starting from `startDate`.","properties":{"type":{"type":"string","description":"Schedule discriminator. Always `DAILY` for this variant.","enum":["DAILY"],"example":"DAILY"},"startDate":{"type":"string","format":"date","description":"The start date of the validity of the scheduled payment authorization.","example":"2024-06-11"},"occurrences":{"type":"number","description":"Under the specified schedule frequency, how many payments will be scheduled to occur.","format":"integer","minimum":3,"example":3,"maximum":59}},"type":"object","required":["type","startDate","occurrences"]},"WEEKLY":{"title":"Weekly option","description":"Schedule attribute to generate weekly payments on a specific day of the week.","properties":{"type":{"type":"string","description":"Schedule discriminator. Always `WEEKLY` for this variant.","enum":["WEEKLY"],"example":"WEEKLY"},"startDate":{"type":"string","format":"date","description":"The start date of the validity of the scheduled payment authorization.","example":"2024-06-11"},"dayOfWeek":{"type":"string","description":"Day of the week on which each payment will occur. For instance, if set to `MONDAY`, the first payment will occur on the first Monday after `startDate` (or the same day, if it is already Monday), and every Monday after that.","enum":["MONDAY","TUESDAY","WEDNESDAY","THURSDAY","FRIDAY","SATURDAY","SUNDAY"],"example":"MONDAY"},"occurrences":{"type":"number","description":"Under the specified schedule frequency, how many payments will be scheduled to occur.","format":"integer","minimum":3,"example":3,"maximum":59}},"type":"object","required":["type","startDate","dayOfWeek","occurrences"]},"MONTHLY":{"title":"Monthly option","description":"Schedule attribute to generate monthly payments on a specific day of the month.","properties":{"type":{"type":"string","description":"Schedule discriminator. Always `MONTHLY` for this variant.","enum":["MONTHLY"],"example":"MONTHLY"},"startDate":{"type":"string","format":"date","description":"The start date of the validity of the scheduled payment authorization.","example":"2024-06-11"},"dayOfMonth":{"type":"number","description":"Day of the month on which each payment will occur. For example, if `10`, the first payment will occur on the next 10th day of the month after `startDate` (or the same day if it is already the 10th), and every 10th day after that.","minimum":1,"maximum":30,"example":3},"occurrences":{"type":"number","description":"Under the specified schedule frequency, how many payments will be scheduled to occur.","format":"integer","minimum":3,"maximum":23,"example":3}},"type":"object","required":["type","startDate","dayOfMonth","occurrences"]},"CUSTOM":{"title":"Customized option","description":"Schedule attribute to generate payments on an explicit list of dates.","properties":{"type":{"type":"string","description":"Schedule discriminator. Always `CUSTOM` for this variant.","enum":["CUSTOM"],"example":"CUSTOM"},"dates":{"type":"array","description":"Explicit list of dates (YYYY-MM-DD) on which payments will be settled.","items":{"type":"string","format":"date","example":"2024-06-11"}},"additionalInformation":{"type":"string","description":"Additional information about the custom schedule"}},"type":"object","required":["type","dates"]},"PageResponseConsents":{"description":"","properties":{"results":{"type":"array","items":{"$ref":"#/components/schemas/Consent"},"description":""},"page":{"type":"number","format":"double","description":""},"total":{"type":"number","format":"double","description":""},"totalPages":{"type":"number","format":"double","description":""}},"type":"object","required":["results","page","total","totalPages"]},"Consent":{"description":"Item consent information","properties":{"id":{"type":"string","description":"Consent primary identifier"},"itemId":{"type":"string","description":"Primary identifier of the item associated to the consent"},"products":{"type":"array","items":{"type":"string","enum":["ACCOUNTS","CREDIT_CARDS","TRANSACTIONS","PAYMENT_DATA","INVESTMENTS","INVESTMENTS_TRANSACTIONS","IDENTITY","BROKERAGE_NOTE","MOVE_SECURITY","LOANS"]},"description":"Products to be collected in the connection"},"openFinancePermissionsGranted":{"type":"array","items":{"type":"string","enum":["REGISTRATION_ALL","REGISTRATION_IDENTIFICATIONS","REGISTRATION_QUALIFICATIONS","REGISTRATION_FINANCIAL_RELATIONS","ACCOUNTS_ALL","ACCOUNTS_LIST","ACCOUNTS_BALANCES","ACCOUNTS_LIMITS","ACCOUNTS_TRANSACTIONS","CREDIT_CARDS_ALL","CREDIT_CARDS_LIST","CREDIT_CARDS_LIMITS","CREDIT_CARDS_TRANSACTIONS","CREDIT_CARDS_BILLS","CREDIT_OPERATIONS_ALL","INVESTMENTS_ALL","EXCHANGES_ALL"]},"description":"Products consented by the user to be collected"},"createdAt":{"type":"string","format":"date-time","description":"Date when the consent was given"},"expiresAt":{"type":"string","format":"date-time","description":"Date when the consent expires. Null if the consent doesn't expire"},"revokedAt":{"type":["string","null"],"format":"date-time","description":"Date when the consent was revoked"}},"type":"object","required":["id","itemId","products","createdAt"]},"SmartTransferPreauthorization":{"description":"Smart transfer preauthorization","properties":{"id":{"type":"string","description":"Preauthorization primary identifier"},"status":{"type":"string","description":"Preauthorization lifecycle status.\n- `CREATED`: the preauthorization was created and is awaiting the payer's consent (see `consentUrl`).\n- `COMPLETED`: the payer authorized the consent. The preauthorization can now be used to execute payments.\n- `REJECTED`: the payer rejected the consent.\n- `REVOKED`: the consent was revoked after being authorized.\n- `ERROR`: the preauthorization flow failed unexpectedly (see `errorDetail`).","enum":["CREATED","COMPLETED","REVOKED","REJECTED","ERROR"],"example":"COMPLETED"},"consentUrl":{"type":"string","description":"Url to give the consent in the institution"},"clientPreauthorizationId":{"type":["string","null"],"description":"Client preauthorization identifier"},"callbackUrls":{"anyOf":[{"$ref":"#/components/schemas/SmartTransferCallbackUrls"},{"type":"null"}]},"recipients":{"type":"array","items":{"$ref":"#/components/schemas/PaymentRecipient"}},"connector":{"$ref":"#/components/schemas/Connector"},"createdAt":{"type":"string","format":"date-time","description":"Date when the preauthorization was created"},"updatedAt":{"type":"string","format":"date-time","description":"Date when the preauthorization was updated"},"configuration":{"$ref":"#/components/schemas/SmartTransferPreauthorizationConfiguration"},"errorDetail":{"type":"object","description":"Error detail","properties":{"code":{"type":"string","description":"Error code"},"description":{"type":"string","description":"Error description"},"detail":{"type":"string","description":"Error detail"}}}},"type":"object","required":["id","status","recipients","connector","createdAt","updatedAt"]},"SmartTransferPreauthorizationConfiguration":{"description":"Smart transfer preauthorization configuration","properties":{"totalAllowedAmount":{"type":"number","description":"Maximum amount to be reached by the sum of all transactions that use the consent authorized by the customer."},"transactionLimit":{"type":"number","description":"Maximum amount for each payment transaction associated with this consent."},"periodicLimits":{"$ref":"#/components/schemas/SmartTransferPreauthorizationConfigurationPeriodicLimits"}},"type":"object"},"SmartTransferPreauthorizationConfigurationPeriodicLimits":{"description":"Transactional limits per period as determined by the paying user.","properties":{"day":{"description":"Daily transactional limit.","$ref":"#/components/schemas/SmartTransferPreauthorizationConfigurationPeriodicLimit"},"week":{"description":"Weekly transactional limit.","$ref":"#/components/schemas/SmartTransferPreauthorizationConfigurationPeriodicLimit"},"month":{"description":"Monthly transactional limit.","$ref":"#/components/schemas/SmartTransferPreauthorizationConfigurationPeriodicLimit"},"year":{"description":"Yearly transactional limit.","$ref":"#/components/schemas/SmartTransferPreauthorizationConfigurationPeriodicLimit"}}},"SmartTransferPreauthorizationConfigurationPeriodicLimit":{"description":"Transactional limit per period. If sent, at least one of the fields (quantityLimit or transactionLimit) must be filled in.","properties":{"quantityLimit":{"type":"number","description":"Maximum number of transactions allowed to occur in the period."},"transactionLimit":{"type":"number","description":"Maximum amount to be transacted in the period."}}},"SmartTransferCallbackUrls":{"description":"Redirect urls after the preauthorization flow was completed or ended in error status","properties":{"success":{"type":"string","description":"Url to be redirected after the preauthorization was completed"},"error":{"type":"string","description":"Url to be redirected after the preauthorization ended in error status"}},"type":"object","example":{}},"CreateSmartTransferPreauthorization":{"description":"Create smart transfer preauthorization request data","properties":{"connectorId":{"type":"number","description":"Primary identifier of the connector"},"parameters":{"$ref":"#/components/schemas/SmartTransferPreauthorizationParameter"},"recipientIds":{"type":"array","items":{"type":"string","description":"Primary identifier of the payment recipient"}},"callbackUrls":{"$ref":"#/components/schemas/SmartTransferCallbackUrls"},"clientPreauthorizationId":{"type":"string","description":"Client preauthorization identifier"},"configuration":{"$ref":"#/components/schemas/SmartTransferPreauthorizationConfiguration"}},"required":["connectorId","parameters","recipientIds"]},"SmartTransferPreauthorizationParameter":{"description":"Credentials neccesary to create a smart transfer preauthorization","properties":{"cpf":{"type":"string","description":"CPF of the payer"},"cnpj":{"type":"string","description":"CNPJ of the payer"}},"type":"object","example":{"cpf":"333.333.333-33","cnpj":"33.333.333/0001-33"},"required":["cpf"]},"SmartTransferPayment":{"description":"Smart transfer payment","properties":{"id":{"type":"string","description":"Payment primary identifier"},"preauthorizationId":{"type":"string","description":"Payment primary identifier"},"status":{"$ref":"#/components/schemas/SmartTransferPaymentStatus"},"amount":{"type":"number","description":"Payment amount"},"description":{"type":"string","description":"Payment description"},"recipient":{"description":"Recipient of the transfer. May be null until the payment is associated with one.","anyOf":[{"$ref":"#/components/schemas/PaymentRecipient"},{"type":"null"}]},"clientPaymentId":{"type":"string","description":"Client payment identifier"},"createdAt":{"type":"string","format":"date-time","description":"Date when the payment was created"},"updatedAt":{"type":"string","format":"date-time","description":"Date when the payment was updated"},"errorDetail":{"type":"object","description":"Error detail","properties":{"code":{"type":"string","enum":["INFRASTRUCTURE_FAILURE","PAYMENT_DIFFERENT_FROM_CONSENT","UNKNOWN_ERROR","INVALID_PAYMENT_DETAIL","PAYMENT_REJECTED_BY_HOLDER","PAYMENT_REJECTED_BY_SPI"],"description":"Error code. \n- INFRASTRUCTURE_FAILURE: Indicates a failure in the infrastructure of the institution holding the information or resources.\n- PAYMENT_DIFFERENT_FROM_CONSENT: Payment data differs from consent data.\n- UNKNOWN_ERROR: Unknown error.\n- INVALID_PAYMENT_DETAIL: The payment detail is invalid.\n- PAYMENT_REJECTED_BY_HOLDER: The payment was rejected by the account holder.\n- PAYMENT_REJECTED_BY_SPI: The payment was rejected by the SPI."},"description":{"type":"string","description":"Error description"},"detail":{"type":"string","description":"Error detail"}}}},"type":"object","required":["id","preauthorizationId","status","amount","createdAt","updatedAt"]},"CreateSmartTransferPayment":{"description":"Create smart transfer payment request data","properties":{"preauthorizationId":{"type":"string","description":"Primary identifier of the preauthorization"},"recipientId":{"type":"string","description":"Primary identifier of the paymen recipient"},"amount":{"type":"number","description":"Payment amount"},"description":{"type":"string","description":"Payment description"},"clientPaymentId":{"type":"string","description":"Client payment identifier"}},"required":["preauthorizationId","recipientId","amount"]},"PaymentDataBoletoMetadata":{"description":"Information of the boleto associated with the payment","properties":{"digitableLine":{"type":"string","description":"Boleto identifier"},"barcode":{"type":"string","description":"Boleto barcode number"},"baseAmount":{"type":"number","description":"Boleto original amount without considering penalties / interests / discounts"},"interestAmount":{"type":"number","description":"Boleto interest amount"},"penaltyAmount":{"type":"number","description":"Boleto penalty amount"},"discountAmount":{"type":"number","description":"Boleto discount amount"}}},"CreateBoletoConnection":{"description":"Request with information to create a boleto connection","type":"object","required":["connectorId","credentials"],"properties":{"connectorId":{"type":"integer","minimum":1,"description":"Connector identifier. Check out the list of connectors, and if it has the flag 'supportsBoletoManagement' as true, it means it's possible to create a boleto connection with it."},"credentials":{"type":"object","description":"Credentials required for the connection. For Inter, they are clientId, clientSecret, certificate and privateKey, follow: https://docs.pluggy.ai/docs/connect-an-account#inter-pj","additionalProperties":{"type":"string"}}},"example":{"connectorId":225,"credentials":{"clientId":"your-client-id","clientSecret":"your-client-secret","certificate":"your-certificate-no-newlines","privateKey":"your-private-key-no-newlines"}}},"CreateBoletoConnectionFromItem":{"description":"Request with information to create a boleto connection from an Item","type":"object","required":["itemId"],"properties":{"itemId":{"type":"string","format":"uuid","description":"Item ID"}},"example":{"itemId":"0303c07b-fef0-4903-af9a-007fa086ca8c"}},"BoletoConnection":{"description":"Response with information related to a boleto connection","type":"object","properties":{"id":{"type":"string","format":"uuid","description":"Primary identifier"},"connectorId":{"type":"integer","description":"Primary identifier of the connector associated with this connection"},"createdAt":{"type":"string","format":"date-time","description":"Date when the connection was created"},"updatedAt":{"type":"string","format":"date-time","description":"Date when the connection was last updated"}},"required":["id","connectorId","createdAt","updatedAt"],"example":{"id":"dc3537ad-13b4-4770-b248-e4578983899c","connectorId":225,"createdAt":"2023-01-01T00:00:00.000Z","updatedAt":"2023-01-01T00:00:00.000Z"}},"CreateBoleto":{"description":"Request with information to create a boleto","type":"object","properties":{"boletoConnectionId":{"type":"string","format":"uuid","description":"Primary identifier of the boleto connection"},"boleto":{"type":"object","properties":{"seuNumero":{"type":"string","maxLength":10,"description":"Your identifier for this boleto"},"amount":{"type":"number","minimum":2.5,"description":"Boleto amount"},"dueDate":{"type":"string","format":"date-time","description":"Due date for the boleto. Must be today or in the future."},"payer":{"type":"object","properties":{"taxNumber":{"type":"string","description":"Payer tax number (CPF/CNPJ)","example":"33.333.333/0001-33"},"name":{"type":"string","description":"Payer name","example":"NOME LEGAL EMPRESA"},"addressStreet":{"type":"string","description":"Payer street address"},"addressCity":{"type":"string","description":"Payer city"},"addressState":{"type":"string","description":"Payer state"},"addressZipCode":{"type":"string","description":"Payer ZIP code"}},"required":["taxNumber","name","addressState","addressZipCode"]},"fine":{"type":"object","description":"Fine information for late payment","properties":{"value":{"type":"number","minimum":0,"description":"Fine value"},"type":{"type":"string","enum":["PERCENTAGE","FIXED"],"description":"Type of fine calculation"}},"required":["value","type"]},"interest":{"type":"object","description":"Interest information for late payment","properties":{"value":{"type":"number","minimum":0,"description":"Interest value"},"type":{"type":"string","enum":["PERCENTAGE"],"description":"Type of interest calculation"}},"required":["value","type"]}},"required":["seuNumero","amount","dueDate","payer"]}},"required":["boletoConnectionId","boleto"]},"IssuedBoleto":{"description":"Response with information related to an issued boleto","type":"object","properties":{"id":{"type":"string","description":"Primary identifier"},"amount":{"type":"number","description":"Boleto amount","minimum":2.5},"status":{"type":"string","description":"Current status of the boleto.\n- `OPEN`: the boleto has been issued and is awaiting payment.\n- `PAID`: the boleto has been paid (see `paidAt`, `amountPaid`, `paymentOrigin`).\n- `OVERDUE`: the due date has passed and the boleto has not been paid.\n- `CANCELLED`: the boleto was canceled by the issuer.\n- `PROTESTED`: the boleto was sent to a protesto/credit-bureau process.","enum":["OPEN","PAID","OVERDUE","CANCELLED","PROTESTED"]},"seuNumero":{"type":"string","maxLength":10,"description":"Your identifier for this boleto"},"dueDate":{"type":"string","format":"date-time","description":"Due date of the boleto"},"payer":{"type":"object","properties":{"taxNumber":{"type":"string","description":"Payer tax number (CPF/CNPJ)"},"personType":{"type":"string","description":"Type of person (individual or business)"},"name":{"type":"string","description":"Payer name"},"addressStreet":{"type":"string","description":"Payer street address"},"addressNumber":{"type":"string","description":"Payer address number"},"addressComplement":{"type":"string","description":"Additional address information"},"addressNeighborhood":{"type":"string","description":"Payer neighborhood"},"addressCity":{"type":"string","description":"Payer city"},"addressState":{"type":"string","description":"Payer state"},"addressZipCode":{"type":"string","description":"Payer ZIP code"},"email":{"type":"string","description":"Payer email"},"ddd":{"type":"string","description":"Payer area code"},"phoneNumber":{"type":"string","description":"Payer phone number"}},"required":["taxNumber","name","addressState","addressZipCode"]},"pixQr":{"type":"string","description":"PIX QR code for payment"},"digitableLine":{"type":"string","description":"Boleto digitable line"},"nossoNumero":{"type":"string","description":"Bank's internal identifier for the boleto"},"barcode":{"type":"string","description":"Boleto barcode"},"boletoConnectionId":{"type":"string","format":"uuid","description":"ID of the boleto connection used to create this boleto"},"createdAt":{"type":"string","format":"date-time","description":"Date when the boleto was created"},"amountPaid":{"type":["number","null"],"description":"Amount that was paid for this boleto"},"paymentOrigin":{"type":["string","null"],"enum":["PIX","BOLETO",null],"description":"Origin of the payment when the boleto is paid"},"fine":{"type":["object","null"],"properties":{"value":{"type":"number","minimum":0,"description":"Fine value"},"type":{"type":"string","enum":["PERCENTAGE","FIXED"],"description":"Type of fine calculation"}},"description":"Fine information for late payment"},"interest":{"type":"object","properties":{"value":{"type":"number","minimum":0,"description":"Interest value"},"type":{"type":"string","enum":["PERCENTAGE"],"description":"Type of interest calculation"}},"description":"Interest information for late payment"},"paidAt":{"type":"string","format":"date-time","description":"Date when the boleto was paid"}},"required":["id","amount","status","createdAt","seuNumero","dueDate","payer","digitableLine","barcode","boletoConnectionId"]},"CreateAutomaticPixPaymentRequest":{"description":"Automatic PIX data","type":"object","properties":{"fixedAmount":{"type":"number","description":"Fixed charge amount; if filled in, it represents consent for payments of fixed amounts, not subject to change during the validity of the consent. If it's sent, minimumVariableAmount and maximumVariableAmount cannot be provided."},"minimumVariableAmount":{"type":"number","description":"Minimum amount allowed per charge; if filled in, it represents consent for payments of variable amounts. If it's sent, fixedAmount cannot be provided."},"maximumVariableAmount":{"type":"number","description":"Maximum amount allowed per charge; if filled in, it represents consent for payments of variable amounts. If it's sent, fixedAmount cannot be provided."},"description":{"type":"string","description":"Description for the automatic pix authorization"},"startDate":{"type":"string","format":"date","description":"Represents the expected date for the first occurrence of a payment associated with the recurrence. Date format must be YYYY-MM-DD (for example: 2025-06-16)"},"expiresAt":{"type":"string","format":"date","description":"Expiration date for the automatic pix authorization. The date must be in UTC and the format must follow the following pattern: YYYY-MM-DDTHH:MM:SSZ (for example: 2025-06-16T03:00:00Z)."},"isRetryAccepted":{"type":"boolean","description":"Indicates whether the receiving customer is allowed to make payment attempts, according to the rules established in the Pix arrangement."},"firstPayment":{"$ref":"#/components/schemas/AutomaticPixFirstPayment"},"interval":{"$ref":"#/components/schemas/AutomaticPixInterval"},"automaticRetriesConfiguration":{"$ref":"#/components/schemas/AutomaticPixRetriesConfiguration"},"schedulerConfiguration":{"$ref":"#/components/schemas/AutomaticPixSchedulerConfiguration"},"callbackUrls":{"anyOf":[{"$ref":"#/components/schemas/PaymentRequestCallbackUrls"},{"type":"null"}]},"recipientId":{"type":"string","description":"Primary identifier of the payment recipient"},"clientPaymentId":{"type":"string","description":"Client payment identifier"},"customerId":{"type":"string","description":"Primary identifier of the customer"}},"required":["startDate","interval","recipientId"]},"AutomaticPixRetriesConfiguration":{"description":"“Configuration for automatic retries. If provided, the scheduled payments associated with this consent will only be retried on the days specified in the array after the original payment date. This does not apply to the first payment, only for scheduled payments.","type":"object","properties":{"retryDays":{"type":"array","items":{"type":"integer","enum":[1,2,3,4,5,6,7]}}},"required":["retryDays"]},"AutomaticPixFirstPayment":{"description":"Definitions for the first payment. It is considered as the user's enrollment payment for the service.","type":"object","properties":{"date":{"type":"string","format":"date-time","description":"Defines the target settlement date of the first payment. If not provided, it will be settled immediately. Date format must be YYYY-MM-DD (for example: 2025-06-16)"},"description":{"type":"string","description":"Description for the first payment. If not provided, the description will be the same as the description of the payment request"},"amount":{"type":"number","description":"Amount for the first payment."}},"required":["amount"]},"AutomaticPix":{"description":"Automatic PIX data","type":"object","properties":{"fixedAmount":{"type":"number","description":"Fixed charge amount; if filled in, it represents consent for payments of fixed amounts, not subject to change during the validity of the consent. If it's sent, minimumVariableAmount and maximumVariableAmount cannot be provided."},"minimumVariableAmount":{"type":"number","description":"Minimum amount allowed per charge; if filled in, it represents consent for payments of variable amounts. If it's sent, fixedAmount cannot be provided."},"maximumVariableAmount":{"type":"number","description":"Maximum amount allowed per charge; if filled in, it represents consent for payments of variable amounts. If it's sent, fixedAmount cannot be provided."},"startDate":{"type":"string","format":"date-time","description":"Represents the expected date for the first occurrence of a payment associated with the recurrence."},"expiresAt":{"type":"string","format":"date-time","description":"Expiration date for the automatic pix authorization"},"isRetryAccepted":{"type":"boolean","description":"Indicates whether the receiving customer is allowed to make payment attempts, according to the rules established in the Pix arrangement."},"firstPayment":{"$ref":"#/components/schemas/AutomaticPixFirstPayment"},"interval":{"$ref":"#/components/schemas/AutomaticPixInterval"},"automaticRetriesConfiguration":{"$ref":"#/components/schemas/AutomaticPixRetriesConfiguration"},"schedulerConfiguration":{"$ref":"#/components/schemas/AutomaticPixSchedulerConfiguration"}},"required":["startDate","interval"]},"AutomaticPixSchedulerConfiguration":{"description":"Configuration for automatic scheduling of payments. When enabled, the system will schedule payments according to the consent interval and start date.","type":"object","properties":{"enabled":{"type":"boolean","description":"When true, payments are automatically scheduled by the system."},"description":{"type":"string","maxLength":140,"description":"Optional description for the scheduled payment. Overrides the payment request description when set."},"valueForVariableAmount":{"type":"number","minimum":0.01,"description":"Required when the consent has variable amounts (minimumVariableAmount/maximumVariableAmount). Default amount to use when scheduling the payment."}},"required":["enabled"]},"AutomaticPixPayment":{"description":"Automatic PIX payment","type":"object","properties":{"id":{"type":"string","description":"Payment primary identifier"},"status":{"$ref":"#/components/schemas/AutomaticPixPaymentStatus"},"amount":{"type":"number","description":"Payment amount"},"description":{"type":"string","description":"Payment description"},"date":{"type":"string","format":"date","description":"Payment scheduled date"},"endToEndId":{"type":["string","null"],"description":"Payment end to end identifier"},"errorDetail":{"anyOf":[{"$ref":"#/components/schemas/AutomaticPixPaymentErrorDetail"},{"type":"null"}]},"clientPaymentId":{"type":"string","description":"External identifier for the payment"},"recipientId":{"type":"string","format":"uuid","description":"Payment recipient identifier"},"isFirstPayment":{"type":"boolean","description":"Indicates if this is the first payment"},"attempts":{"type":"array","items":{"$ref":"#/components/schemas/AutomaticPixPaymentAttempt"}}},"required":["id","status","amount","date","recipientId"]},"AutomaticPixPaymentDetail":{"description":"Automatic PIX payment detail with additional fields","allOf":[{"$ref":"#/components/schemas/AutomaticPixPayment"},{"type":"object","properties":{"scheduledStatusReached":{"type":"boolean","description":"Indicates whether the payment reached the scheduled status in the last attempt. Useful to determine if a retry can be executed."}},"required":["scheduledStatusReached"]}]},"AutomaticPixPaymentAttempt":{"type":"object","description":"Payment attempt. It represents an attempt to complete this payment. Useful for tracking the payment history.","properties":{"id":{"type":"string","description":"Attempt primary identifier"},"status":{"type":"string","description":"Attempt status. Each attempt has an independent lifecycle within the parent payment.\n- `IN_PROGRESS`: the attempt was submitted and is awaiting confirmation.\n- `COMPLETED`: the attempt was confirmed (the parent payment also becomes `COMPLETED`).\n- `CANCELED`: the attempt was canceled.\n- `ERROR`: the attempt failed (see `errorDetail`). The parent payment may be retried with a new attempt.","enum":["IN_PROGRESS","COMPLETED","CANCELED","ERROR"]},"endToEndId":{"type":"string","description":"Attempt end to end identifier"},"date":{"type":"string","format":"date","description":"Attempt date"},"errorDetail":{"$ref":"#/components/schemas/AutomaticPixPaymentErrorDetail"}},"required":["id","status","date"]},"AutomaticPixPaymentErrorDetail":{"type":"object","description":"Details about an error that occurred with the automatic PIX payment","properties":{"code":{"type":"string","description":"Error codes expected during payment processing:\n- SALDO_INSUFICIENTE: The selected account does not have sufficient balance to make the payment.\n- VALOR_ACIMA_LIMITE: Validates if the amount exceeds the limit established [by the institution (account or channel)/in the arrangement] to allow the client to perform transactions.\n- VALOR_INVALIDO: The submitted amount is not valid.\n- NAO_INFORMADO: Not reported/identified by the account-holding institution.\n- PAGAMENTO_DIVERGENTE_CONSENTIMENTO: Payment data differs from consent data.\n- PAGAMENTO_RECUSADO_DETENTORA: [description of the reason for refusal].\n- PAGAMENTO_RECUSADO_SPI: [error code according to PACS.002 reason domain table].\n- CONSENTIMENTO_INVALIDO: Invalid consent (in final status).\n- FALHA_INFRAESTRUTURA_SPI: Indicates a failure in the Instant Payments System (SPI).\n- FALHA_INFRAESTRUTURA_ICP: Indicates a failure in the Public Key Infrastructure (ICP).\n- FALHA_INFRAESTRUTURA_PSP_RECEBEDOR: Indicates a failure in the infrastructure of the Payment Service Provider (PSP) that receives the payment.\n- FALHA_INFRAESTRUTURA_DETENTORA: Indicates a failure in the infrastructure of the institution holding the information or resources.\n- TITULARIDADE_INCONSISTENTE: Account currently not associated with the CPF/CNPJ of the long-term consent.\n- LIMITE_PERIODO_VALOR_EXCEDIDO: The transaction cannot be performed because the amount parameterized in the consent has been exceeded.\n- LIMITE_PERIODO_QUANTIDADE_EXCEDIDO: The transaction cannot be performed because the quantity parameterized in the consent has been exceeded.\n- LIMITE_VALOR_TOTAL_CONSENTIMENTO_EXCEDIDO: The transaction amount exceeds the global consent limit.\n- LIMITE_VALOR_TRANSACAO_CONSENTIMENTO_EXCEDIDO: The transaction amount exceeds the per-transaction limit set in the consent.\n- LIMITE_TENTATIVAS_EXCEDIDO: The maximum number of settlement attempts allowed by the arrangement has been reached.\n- CONSENTIMENTO_REVOGADO: The payment was associated with a consent that has been revoked.\n- FORA_PRAZO_PERMITIDO: The request time or period does not allow scheduling by the holder.\n- DETALHE_TENTATIVA_INVALIDO: The parameter(s) [field_name(s)] entered for the new payment attempt do not match the original failed payment and are not allowed in the new attempt.\n- DETALHE_PAGAMENTO_INVALIDO: Validates if a given parameter provided complies with the business rules.","enum":["SALDO_INSUFICIENTE","VALOR_ACIMA_LIMITE","VALOR_INVALIDO","NAO_INFORMADO","PAGAMENTO_DIVERGENTE_CONSENTIMENTO","PAGAMENTO_RECUSADO_DETENTORA","PAGAMENTO_RECUSADO_SPI","CONSENTIMENTO_INVALIDO","FALHA_INFRAESTRUTURA_SPI","FALHA_INFRAESTRUTURA_ICP","FALHA_INFRAESTRUTURA_PSP_RECEBEDOR","FALHA_INFRAESTRUTURA_DETENTORA","TITULARIDADE_INCONSISTENTE","LIMITE_PERIODO_VALOR_EXCEDIDO","LIMITE_PERIODO_QUANTIDADE_EXCEDIDO","LIMITE_VALOR_TOTAL_CONSENTIMENTO_EXCEDIDO","LIMITE_VALOR_TRANSACAO_CONSENTIMENTO_EXCEDIDO","LIMITE_TENTATIVAS_EXCEDIDO","CONSENTIMENTO_REVOGADO","FORA_PRAZO_PERMITIDO","DETALHE_TENTATIVA_INVALIDO","DETALHE_PAGAMENTO_INVALIDO"]},"detail":{"type":"string","description":"Additional details about the error"}},"required":["code","detail"]},"PaymentIntentErrorDetail":{"type":"object","description":"Details about an error that occurred with the payment intent","properties":{"code":{"type":"string","description":"Error codes expected during payment intent processing:\n- TEMPO_EXPIRADO_AUTORIZACAO: Consent expired.\n- CONNECTION_ERROR: Connection error with the institution.\n- VALOR_ACIMA_LIMITE: Amount exceeds the limit established by the institution or arrangement to allow the client to perform transactions.\n- FALHA_INFRAESTRUTURA_DETENTORA: Indicates a failure in the infrastructure of the institution holding the information or resources.\n- FALHA_INFRAESTRUTURA_DETENTORA_CALLBACK_HYBRID_FLOW: Infrastructure failure in the callback hybrid flow.\n- SALDO_INSUFICIENTE: The selected account does not have sufficient balance to make the payment.\n- CONTAS_ORIGEM_DESTINO_IGUAIS: Payment failure due to source and destination accounts being the same.\n- EXPIRED_PAYMENT_INITIATION: Payment initiation expired.\n- DATA_PAGAMENTO_INVALIDA: Invalid payment date. The scheduled payment end date must be at most 2 years from the start date.\n- CONSENTIMENTO_PENDENTE_AUTORIZACAO: Consent pending authorization.\n- TEMPO_EXPIRADO_CONSUMO: Consent expired.\n- PAYMENT_INTENT_INVALID_CPF: Invalid CPF.\n- PAYMENT_INTENT_INVALID_CNPJ: Invalid CNPJ.\n- FALHA_AGENDAMENTO_PAGAMENTOS: Failed to schedule payments.\n- PAGAMENTO_DIVERGENTE_CONSENTIMENTO: Payment data differs from consent data.\n- CONTA_NAO_PERMITE_PAGAMENTO: Account does not allow payments.\n- REJEITADO_USUARIO: Consent canceled by the user.\n- TIMEOUT_CONSENTIMENTO: Consent timeout.\n- PAGAMENTO_RECUSADO_SPI: Payment refused by the Instant Payments System (SPI).\n- REVOGADO_RECEBEDOR: Consent canceled by the receiver.\n- NAO_INFORMADO: Not reported/identified by the account-holding institution.\n- AUTENTICACAO_DIVERGENTE: Invalid consent.\n- TITULARIDADE_INCONSISTENTE: Account currently not associated with the CPF/CNPJ of the long-term consent.\n- PAGAMENTO_RECUSADO_DETENTORA: Payment refused by the account-holding institution.","enum":["TEMPO_EXPIRADO_AUTORIZACAO","CONNECTION_ERROR","VALOR_ACIMA_LIMITE","FALHA_INFRAESTRUTURA_DETENTORA","FALHA_INFRAESTRUTURA_DETENTORA_CALLBACK_HYBRID_FLOW","SALDO_INSUFICIENTE","CONTAS_ORIGEM_DESTINO_IGUAIS","EXPIRED_PAYMENT_INITIATION","DATA_PAGAMENTO_INVALIDA","CONSENTIMENTO_PENDENTE_AUTORIZACAO","TEMPO_EXPIRADO_CONSUMO","PAYMENT_INTENT_INVALID_CPF","PAYMENT_INTENT_INVALID_CNPJ","FALHA_AGENDAMENTO_PAGAMENTOS","PAGAMENTO_DIVERGENTE_CONSENTIMENTO","CONTA_NAO_PERMITE_PAGAMENTO","REJEITADO_USUARIO","TIMEOUT_CONSENTIMENTO","PAGAMENTO_RECUSADO_SPI","REVOGADO_RECEBEDOR","NAO_INFORMADO","AUTENTICACAO_DIVERGENTE","TITULARIDADE_INCONSISTENTE","PAGAMENTO_RECUSADO_DETENTORA"]},"providerCode":{"type":"string","description":"Provider error code"},"providerTitle":{"type":"string","description":"Provider error title"},"providerDetail":{"type":"string","description":"Provider detailed error description"}},"required":["code","providerCode","providerTitle","providerDetail"]},"ScheduleAutomaticPixPaymentRequest":{"description":"Request to schedule an Automatic PIX payment","type":"object","properties":{"amount":{"type":"number","description":"Transaction value"},"description":{"type":"string","description":"Transaction description"},"date":{"type":"string","format":"date","description":"The payment date, which must fall between D+2 and D+10. Date format must be YYYY-MM-DD (for example: 2025-06-16)"},"clientPaymentId":{"type":"string","description":"External identifier for the payment"},"recipientId":{"type":"string","format":"uuid","description":"Payment recipient identifier. It should be sent if you want to use a different recipient from the one consented in the payment request (it must have the same tax number as the consented recipient)."}},"required":["amount","date"]},"RetryAutomaticPixPaymentRequest":{"description":"Request to retry an automatic PIX payment","type":"object","properties":{"date":{"type":"string","format":"date","description":"The date to retry the payment within a 7-day window. Date format must be YYYY-MM-DD (for example: 2025-06-16)"}},"required":["date"]}},"x-readme":{"explorer-enabled":true,"proxy-enabled":true,"samples-enabled":true,"samples-languages":["curl","node","csharp","java","python","php","ruby","go","r"]}}}