q2

name

q2

description

Q2 offers an integrated digital banking platform enabling financial institutions to manage consumer, small-business, and commercial banking operations, including onboarding, payments, risk/fraud management, analytics, and embedded finance via a unified, scalable solution. Read and write Q2 data through One: users, adminusers, openbankingpayments, customers, achpayments, tactargets and more, 115 actions with real parameter documentation. Use whenever the user asks to look something up in Q2, create or update a record there, or build code against the Q2 API.

Q2 through One

Q2 offers an integrated digital banking platform enabling financial institutions to manage consumer, small-business, and commercial banking operations, including onboarding, payments, risk/fraud management, analytics, and embedded finance via a unified, scalable solution.

One exposes Q2 through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform q2 if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Q2 is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Q2 account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Users

Action	Method	Path	Action id
Add User (Enroll a User Under an Existing Customer)	POST	/v2/AddUser	conn_mod_def::GJ6L8M7qudY::THIBkYwbQ4i46QE8VJVPmw
Change a User’s Logon Name	PUT	/v2/ChangeUserLogonName	conn_mod_def::GJ6L8dGozFI::fM7WZi_5TsKTSIsgAsuDIQ
Change a User’s Role	PUT	/v2/ChangeUserRole	conn_mod_def::GJ6L8cxHREQ::UGwSx0J8SWKuGKBv_ManUw
Delete a User	DELETE	/v2/DeleteUser/{{userId}}	conn_mod_def::GJ6L85EF_NA::LyNw1RScTSeXaCTy0HCKwQ
Lookup a User	POST	/v2/LookupUser	conn_mod_def::GJ6L-Z3WgV0::DSDCXlKhT2e1Lh7MriA5pQ
Search for a User	POST	/v2/SearchUser	conn_mod_def::GJ6L-i3SbdM::ZNLYb_pBRde7XmJF_S5DnA
Unlock a User (by Logon Name)	POST	/v2/UnlockUser/{{logonname}}	conn_mod_def::GJ6L-uYsykY::l_43oI2NRha22DCnpFmXNA

AdminUsers

Action	Method	Path	Action id
Get Admin User List	GET	/v2/GetAdminUserList	conn_mod_def::GJ6L73dFT0s::okzCO56sTUaWrq7g2FJDyg
Add Admin User	POST	/v2/AddAdminUser	conn_mod_def::GJ6L7r0e8pA::d9zkYqsvTouN0fflzpTw6g
Delete an Admin User	DELETE	/v2/DeleteAdminUser/{{adminUserId}}	conn_mod_def::GJ6L7vqUyWw::Hb241SsvSGmMsp511BnyKg
Disable an Admin User	POST	/v2/DisableAdminUser	conn_mod_def::GJ6L74YxK0g::immK9dCKQ1CL7TZS9AJ_9Q
Enable an Admin User	POST	/v2/EnableAdminUser	conn_mod_def::GJ6L76-WLaU::Tr3vWUJgT1WmxaFkF-LAGQ
Update an Admin User	PUT	/v2/UpdateAdminUser	conn_mod_def::GJ6L8Eu4fgE::rjSiQLYiR-mLllAraqWAJQ

OpenBankingPayments

Action	Method	Path	Action id
Lookup Payment Status (Beta)	POST	/v2/OpenBanking/Payment/LookupPaymentStatus	conn_mod_def::GJ6L_TBkNMI::6KRgzvAtTVy8-RQWJjn2vQ
Make a Domestic Wire Payment (Open Banking)	POST	/v2/OpenBanking/Payment/MakeDomesticWire	conn_mod_def::GJ6L_e1xT6Q::m5IgE-wURNK0sQiKkH4hWA
Make ACH Payment (Beta)	POST	/v2/OpenBanking/Payment/MakeACHPayments	conn_mod_def::GJ6L_hiX74A::73tDVs8NSdCH3X4koQXQYw
Make an International Wire Payment (Open Banking)	POST	/v2/OpenBanking/Payment/MakeInternationalWire	conn_mod_def::GJ6L_e6797o::9LC4dt7zQ5a0HxaZELVehw

Customers

Action	Method	Path	Action id
Delete a Customer	DELETE	/v2/DeleteCustomer/{{customerId}}	conn_mod_def::GJ6L8waqDcQ::E8xJgzyqQvm7w3KbTcr8XQ
Lookup a Customer	POST	/v2/LookupCustomer	conn_mod_def::GJ6L-Y6e_to::bkZicMDlRCWS_BURgXatVg
Search Customers	POST	/v2/SearchCustomer	conn_mod_def::GJ6L-jEWS_M::u6MuYxdXTAeFge6Yehl2sg
Update Customer Info	PUT	/v2/UpdateCustomerInfo	conn_mod_def::GJ6L-uOifq8::Ff-iqr6WR0OkHfkjrI7fMg

AchPayments

Action	Method	Path	Action id
Authorize an ACH Payment	GET	/v2/ACH/AuthorizePayment/{{paymentid}}	conn_mod_def::GJ6L7fNKDTo::O0GiZ8A_TEKz5VbEeNKv4g
Get an ACH Payment	GET	/v2/ACH/GetPayment/{{paymentid}}	conn_mod_def::GJ6L7jSWSjg::YKp1BW9wRH-YQWMCsAvaQw
Make ACH Payment	POST	/v2/ACH/MakePayment	conn_mod_def::GJ6L7fS6GAY::pZ5TfJaqRQiqxszCmNya1Q

TacTargets

Action	Method	Path	Action id
List TAC Targets	GET	/v2/TacTargets	conn_mod_def::GJ6L98lX8L8::coDbYgkxT0SnpwddAZ0-zQ
Add TAC Target	POST	/v2/AddTacTarget	conn_mod_def::GJ6L8Mw85pk::_JlS_5hRS6-QOvoDTcs3yw
Delete a TAC Target	DELETE	/v2/DeleteTacTarget	conn_mod_def::GJ6L8wmf_yg::AcI0rweWQ8WVYtGhe0mNPw

CustomSdkExtensions

Action	Method	Path	Action id
Call a Custom SDK Extension (Custom Endpoint Passthrough)	POST	/v2/Cust/{{extensionName}}	conn_mod_def::GJ6L8lGVHmk::FImrJrqlToK8mM_F0JHKrA
Call a Custom SDK Extension (Passthrough)	PATCH	/v2/Cust/{{extensionName}}	conn_mod_def::GJ6L8xCha9Y::43UquZbcSTawdWKgdw99dg
Delete a Custom SDK Extension (Passthrough)	DELETE	/v2/Cust/{{extensionName}}	conn_mod_def::GJ6L8wq4zf4::cDHyhicPQ_WLyGhRrKRF_Q

Logons

Action	Method	Path	Action id
Disable a User’s Logon	POST	/v2/DisableLogon/{{logonname}}	conn_mod_def::GJ6L85YYfII::_B_GCRPCSmm2yZOYFICjWg
Enable a User’s Logon	POST	/v2/EnableLogon/{{logonname}}	conn_mod_def::GJ6L88MsUw4::yyDwh7z-RhGoVbXKbllgbw

ExchangeRates

Action	Method	Path	Action id
Get Exchange Rates	GET	/v2/GetExchangeRates	conn_mod_def::GJ6L9iCwldY::j7vlZ72fTECN8G7QfQsQiA
Import Exchange Rate	POST	/v2/ImportExchangeRate	conn_mod_def::GJ6L-WltZzU::FqS-OmM5Te6sbSMZO7j2Iw

PolicyData

Action	Method	Path	Action id
Get Policy Data for an Entity	GET	/v2/GetPolicyData	conn_mod_def::GJ6L9x078kU::OexS9PGlQwmfWBQdr4xtoQ
Update Policy Data	PUT	/v2/UpdatePolicyData	conn_mod_def::GJ6L-2gNamU::jSZ9bVDsRMygSOfnZJSpvQ

InstantPayments

Action	Method	Path	Action id
Create Credit Transfer (Instant Payments)	POST	/v2/InstantPayments/CreateCreditTransfer	conn_mod_def::GJ6L_GGRMRY::epdD_cxPQCuGK-xNkGRUoQ
Create Payment Request	POST	/v2/InstantPayments/CreatePaymentRequest	conn_mod_def::GJ6L_ACSu84::0UwzNpfaQfaOn_MC6ijQQg

TreasuryFulfillment

Action	Method	Path	Action id
Get Pre-Draft Service Request Status	GET	/v2/TreasuryFulfillment/CreateServiceRequest	conn_mod_def::GJ6L_p-sWoY::5QnUp9iwRZ-aOSrT-HZGJQ
Create Treasury Fulfillment Service Request	POST	/v2/TreasuryFulfillment/CreateServiceRequest	conn_mod_def::GJ6L_p-1KQM::KHtGKqNqQnCJkUdef0H_3g

AchRecipients

Action	Method	Path	Action id
Get ACH Recipients	GET	/v2/ACH/GetRecipients	conn_mod_def::GJ6L7ewz6SM::3gjFc1iLTVGI4CYA7JO8ww
Create ACH Recipient	POST	/v2/ACH/CreateRecipient/	conn_mod_def::GJ6L7erQ4G0::JDSwZeoWR5Wao4fW5aFsFg

MicroDeposits

Action	Method	Path	Action id
Get Micro Deposits for a User	GET	/v2/MicroDeposit/Get	conn_mod_def::GJ6L9lpVOOg::-8cI1MUgQk-1FF8fl8pBAw
Create Micro Deposits	POST	/v2/MicroDeposit/Create	conn_mod_def::GJ6L8lT_jeg::BrF0K6nGQvmvN2yZEaXckw

OpenBankingPayment

Action	Method	Path	Action id
Lookup Account History (Open Banking)	POST	/v2/OpenBanking/Payment/LookupAccountHistory	conn_mod_def::GJ6L_OxLs8k::Yt8Il44HQFyhMFHxFa4hlA
Lookup an Account Summary (Open Banking Payment)	POST	/v2/OpenBanking/Payment/LookupAccountSummary	conn_mod_def::GJ6L_OiiEvg::vH7MiT4ERLqmHbK7fBZ-qw

RestrictedEntitlementMode

Action	Method	Path	Action id
Disable Restricted Entitlement Mode (Customer Level)	POST	/v2/DisableRestrictedEntitlementMode	conn_mod_def::GJ6L86EpdK0::rSkdv52kSZephW5SIg6vkA
Enable Restricted Entitlement Mode (Customer Level)	POST	/v2/EnableRestrictedEntitlementMode	conn_mod_def::GJ6L86OZhqI::Wl05zBq1RHS4GUvXXsqm6Q

BalanceAlerts

Action	Method	Path	Action id
Get Balance Alerts	GET	/v2/GetAllAlerts/Balance	conn_mod_def::GJ6L9V7gafU::zdfWm5DTRwO1zFJY3EIxxw
Generate Balance Alerts	POST	/v2/GenerateBalanceAlerts	conn_mod_def::GJ6L9GvIt0I::PeJAv5TvSv-tb6dn7ShmiA

UserRoles

Action	Method	Path	Action id
Get a Customer’s User Roles	GET	/v2/GetUserRoles/{{customerId}}	conn_mod_def::GJ6L-HNKo4I::aZ595XFbS5i-1RDajn8c1w
Add a User Role (for a Customer)	POST	/v2/AddUserRole	conn_mod_def::GJ6L8NP-pyA::2Kb6RGBzRVKE1g4EnxXCeg

TransactionAlerts

Action	Method	Path	Action id
Get Transaction Alerts (Transaction History)	GET	/v2/GetAllAlerts/Transaction	conn_mod_def::GJ6L9_cgyX8::zGLDupLkSJmLtqQ59e7rvg
Generate Transaction Alerts	POST	/v2/GenerateTransactionAlerts	conn_mod_def::GJ6L9FJivKk::kn7sUx14SxG1W_nfI-p3bg

Audiences

Action	Method	Path	Action id
Get an Audience's User Count	GET	/v2/SMART/Audiences/{{audienceId}}/count	conn_mod_def::GJ6L_fsT5dg::s1RR4WeOT_qGUPI5CiwjKg
Get an Audience’s Users	GET	/v2/SMART/Audiences/{{audienceId}}/users	conn_mod_def::GJ6L_d9vsvU::bkrrAmc-SV2Fi2kIcKi4nA

AccountAssociations

Action	Method	Path	Action id
Add Account Association (Create a User’s Account Association)	POST	/v2/AddAccountAssociation	conn_mod_def::GJ6L8FIYBpI::cA3HtkphT7-08fbtyAEIGA

Subsidiaries

Action	Method	Path	Action id
Create a Subsidiary (for a Company/Customer)	POST	/v2/CreateSubsidiary	conn_mod_def::GJ6L8lDceaw::QR2l0AfFSEScldpkL-5spQ

Enrollment

Action	Method	Path	Action id
Create Enrollment (Customer, User, and Logon)	POST	/v2/Enrollment	conn_mod_def::GJ6L9EQzwWk::e4eEZysOSl2NVjtwIgdR2w

AccountDetails

Action	Method	Path	Action id
Get Account Details	GET	/v2/GetAccountDetails	conn_mod_def::GJ6L9FzMw-Y::T8rPU42HQ-a3jEsWKIM4IQ

AccountHistory

Action	Method	Path	Action id
Get Account History for a Host Account	GET	/v2/GetAccountHistory/{{hostAccountId}}	conn_mod_def::GJ6L9YfWT0I::EbT7ZjoTQIquosEwMe4Kfg

CurrencyCodes

Action	Method	Path	Action id
Get Currency Codes	GET	/v2/GetCurrencyCodes	conn_mod_def::GJ6L9Wiwrbo::ziN30kcXR4ePpZNTfmBMbA

AlertAccounts

Action	Method	Path	Action id
Get Alert Accounts	GET	/v2/GetAlertAccounts	conn_mod_def::GJ6L9ZWzyfE::scRY_7MgTxyHBFGwB1I61w

Accounts

Action	Method	Path	Action id
Get Account List	GET	/v2/GetAccountList	conn_mod_def::GJ6L9ai7v4w::WkAPDnjSRni3or1CaBbgOw

Products

Action	Method	Path	Action id
Get Products	GET	/v2/GetProducts	conn_mod_def::GJ6L9zWLNRY::ZYYUM211QyeYCmrusSrblw

UserLoginInfo

Action	Method	Path	Action id
Get User Login Info	GET	/v2/GetUserLoginInfo	conn_mod_def::GJ6L97LyLwM::lJUR3zlUTdyaOSi2u1dw0g

StopPayments

Action	Method	Path	Action id
Stop Payment	POST	/v2/StopPayment	conn_mod_def::GJ6L-ta6ljs::guKjdMvDTXGw9vnYNCpEIw

Transactions

Action	Method	Path	Action id
Update Transaction Status	PUT	/v2/UpdateTransactionStatus	conn_mod_def::GJ6L-2BG7h4::PT_ch76_Tmio255ZtjroVw

DemographicInfo

Action	Method	Path	Action id
Update Demographic Info	PUT	/v2/UpdateDemographicInfo	conn_mod_def::GJ6L-234jdI::jIEIs8ZzTSiaTzBh6C4WxA

MicroDeposit

Action	Method	Path	Action id
Verify Micro Deposits for a User	POST	/v2/MicroDeposit/Verify	conn_mod_def::GJ6L_BbNY9A::AlaoIt_zTBWxdFD5tDWIkA

OpenBankingAccounts

Action	Method	Path	Action id
Lookup a Customer’s Accounts (Beta)	POST	/v2/OpenBanking/Payment/LookupAccounts	conn_mod_def::GJ6L_W2KO2A::PxAM1lcIQ6eHZUdXeACIdg

Authenticate

Action	Method	Path	Action id
Authenticate a User (Validate LoginName/Password)	POST	/v2/Authenticate	conn_mod_def::GJ6MK1PoFY8::HuaeZObbT9Cd2NeNcwJRvw

SmartTraits

Action	Method	Path	Action id
Set a Trait for Multiple Users (Batch)	POST	/v2/SMART/Traits/{{traitId}}/batch	conn_mod_def::GJ6L_rqTfW4::gQXGkJJXSUSlniWUNfT_MQ

AdminNotes

Action	Method	Path	Action id
Add Admin Note	POST	/v2/AddAdminNote	conn_mod_def::GJ6L7rh1f-4::0gUujLWAR4-KeKTLLEVifw

BrowserRegistrations

Action	Method	Path	Action id
Flush Browser Registrations	POST	/v2/FlushBrowserRegistrations	conn_mod_def::GJ6L9OUToO4::RI2Xr9B2QRifD2W8w83Nvg

SuspectTransactionsGt

Action	Method	Path	Action id
Decide on a Suspect Transaction (GT)	PUT	/v2/DecideSuspectGT	conn_mod_def::GJ6L7rzV5dA::eLX8-LS5QZyY4RbZghocYw

SecureMessages

Action	Method	Path	Action id
Send Secure Message	POST	/v2/SendSecureMessage	conn_mod_def::GJ6L-uY7oak::5yRBNe2jT2KZBD3lGHuRTg

Oauth2Tokens

Action	Method	Path	Action id
Get an OAuth2 Token (Client Credentials)	POST	/v2/oauth2/token	conn_mod_def::GJ6L_AquI90::KOAmtw6TSemHkl__0Af-NQ

Notifications

Action	Method	Path	Action id
Send Notification	POST	/v2/SendNotification	conn_mod_def::GJ6L-lHaYAA::AUXMCPs_SfS0BJE8VdqhFQ

PinionMessages

Action	Method	Path	Action id
Send a Pinion Message	POST	/v2/SendPinionMessage	conn_mod_def::GJ6L-l2upKE::38TOzbjITkqHODxHY-pQgA

VerisignTokens

Action	Method	Path	Action id
Validate a Verisign Token for a User	POST	/v2/ValidateToken	conn_mod_def::GJ6L_BDnUB8::GqjrcMlURg2-G0ml4hF0DA

PasswordPolicy

Action	Method	Path	Action id
Get Password Policy (Online Banking)	GET	/v2/GetPasswordPolicy	conn_mod_def::GJ6L9uqu1t4::tVgget08QFarCqKmBtPpOg

CsrAssist

Action	Method	Path	Action id
Initiate a CSR Assist Session	POST	/v2/CSRAssist	conn_mod_def::GJ6L8lXP8Mc::lbJFQX2ORXSdCwNRutJdKw

CorporateAccess

Action	Method	Path	Action id
Update Corporate Access (by Login Name)	PUT	/v2/UpdateCorporateAccess	conn_mod_def::GJ6L-uSek7g::_Dss9Jk1QMiSIsThkpnvWg

SsoIdentifiers

Action	Method	Path	Action id
Update an End User’s SSO Identifier	PUT	/v2/UpdateSSOIdentifier	conn_mod_def::GJ6L-3vPQmY::kVjedUdzStqh-3pL_I2E3Q

GroupMover

Action	Method	Path	Action id
Move Customers Between Groups (Group Mover)	PUT	/v2/GroupMover	conn_mod_def::GJ6L-ItGcSI::WI5QKA0HRumqDW1l0fqUVA

UserInfo

Action	Method	Path	Action id
Update User Info	PUT	/v2/UpdateUserInfo	conn_mod_def::GJ6L-1_pFwM::UUAo5V_4Q0eNE4rfhKKSTQ

UserLogons

Action	Method	Path	Action id
Add a User Logon (Under an Existing User)	POST	/v2/AddUserLogon	conn_mod_def::GJ6L8RwcppQ::u1YnwwljR8S5Jeq1-j4mwQ

SmartAudiences

Action	Method	Path	Action id
List SMART Audiences	GET	/v2/SMART/Audiences	conn_mod_def::GJ6L_onUIyg::N_LNJAgJScKlZbETrJRKQA

Traits

Action	Method	Path	Action id
Set a User’s Traits	POST	/v2/SMART/Traits/users/{{userId}}	conn_mod_def::GJ6L_qMFakw::KjBFZGHYTuyMFnnsEg08lA

This lists 90 of 115 actions. For anything not here, call search_one_platform_actions with platform q2. The full catalog is at https://www.withone.ai/knowledge/q2.

When a call fails

The error comes from Q2, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/q2

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.