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Related occupations SOC
Based on SOC occupation classification
name yodlee-core-apis description Yodlee Core APIs API skill. Use when working with Yodlee Core APIs for transactions, cobrand, dataExtracts. Covers 70 endpoints. version 1.0.0 generator lapsh
Yodlee Core APIs
API version: 1.1.0
Auth
Requires API key (key parameter)
Base URL
/
Setup
Include your API key via the key parameter
GET /transactions -- verify access
POST /cobrand/login -- create first login
Endpoints
70 endpoints across 15 groups. See references/api-spec.lap for full details.
transactions
Method Path Description GET /transactions Get Transactions PUT /transactions/categories/rules/{ruleId} Update Transaction Categorization Rule POST /transactions/categories/rules/{ruleId} Run Transaction Categorization Rule DELETE /transactions/categories/rules/{ruleId} Delete Transaction Categorization Rule GET /transactions/count Get Transactions Count GET /transactions/categories/txnRules Get Transaction Categorization Rules DELETE /transactions/categories/{categoryId} Delete Category GET /transactions/categories Get Transaction Category List PUT /transactions/categories Update Category POST /transactions/categories Create Category GET /transactions/categories/rules Get Transaction Categorization Rules POST /transactions/categories/rules Create or Run Transaction Categorization Rule PUT /transactions/{transactionId} Update Transaction
cobrand
Method Path Description POST /cobrand/login Cobrand Login PUT /cobrand/config/notifications/events/{eventName} Update Subscription POST /cobrand/config/notifications/events/{eventName} Subscribe Event DELETE /cobrand/config/notifications/events/{eventName} Delete Subscription POST /cobrand/logout Cobrand Logout GET /cobrand/config/notifications/events Get Subscribed Events GET /cobrand/publicKey Get Public Key
dataExtracts
Method Path Description GET /dataExtracts/userData Get userData GET /dataExtracts/events Get Events
providers
Method Path Description GET /providers Get Providers GET /providers/{providerId} Get Provider Details GET /providers/count Get Providers Count
configs
Method Path Description GET /configs/notifications/events Get Subscribed Notification Events GET /configs/publicKey Get Public Key PUT /configs/notifications/events/{eventName} Update Notification Subscription POST /configs/notifications/events/{eventName} Subscribe For Notification Event DELETE /configs/notifications/events/{eventName} Delete Notification Subscription
derived
Method Path Description GET /derived/networth Get Networth Summary GET /derived/transactionSummary Get Transaction Summary GET /derived/holdingSummary Get Holding Summary
user
Method Path Description POST /user/samlLogin Saml Login GET /user/accessTokens Get Access Tokens GET /user Get User Details PUT /user Update User Details DELETE /user/unregister Delete User POST /user/register Register User POST /user/logout User Logout
documents
Method Path Description GET /documents/{documentId} Download a Document DELETE /documents/{documentId} Delete Document GET /documents Get Documents
providerAccounts
Method Path Description PUT /providerAccounts/{providerAccountId}/preferences Update Preferences GET /providerAccounts/{providerAccountId} Get Provider Account Details DELETE /providerAccounts/{providerAccountId} Delete Provider Account GET /providerAccounts Get Provider Accounts PUT /providerAccounts Update Account GET /providerAccounts/profile Get User Profile Details
auth
Method Path Description POST /auth/token Generate Access Token DELETE /auth/token Delete Token DELETE /auth/apiKey/{key} Delete API Key GET /auth/apiKey Get API Keys POST /auth/apiKey Generate API Key
accounts
Method Path Description GET /accounts Get Accounts POST /accounts Add Manual Account POST /accounts/evaluateAddress Evaluate Address GET /accounts/{accountId} Get Account Details PUT /accounts/{accountId} Update Account DELETE /accounts/{accountId} Delete Account GET /accounts/historicalBalances Get Historical Balances
holdings
Method Path Description GET /holdings/assetClassificationList Get Asset Classification List GET /holdings/securities Get Security Details GET /holdings Get Holdings GET /holdings/holdingTypeList Get Holding Type List
verifyAccount
Method Path Description POST /verifyAccount/{providerAccountId} Verify Accounts Using Transactions
verification
Method Path Description GET /verification Get Verification Status PUT /verification Verify Challenge Deposit POST /verification Initiaite Matching Service and Challenge Deposit
statements
Method Path Description GET /statements Get Statements
Common Questions
Match user requests to endpoints in references/api-spec.lap. Key patterns:
"List all transactions?" -> GET /transactions
"Create a login?" -> POST /cobrand/login
"List all userData?" -> GET /dataExtracts/userData
"List all providers?" -> GET /providers
"Get provider details?" -> GET /providers/{providerId}
"Update a event?" -> PUT /cobrand/config/notifications/events/{eventName}
"Delete a event?" -> DELETE /cobrand/config/notifications/events/{eventName}
"List all events?" -> GET /configs/notifications/events
"List all count?" -> GET /providers/count
"List all networth?" -> GET /derived/networth
"Create a samlLogin?" -> POST /user/samlLogin
"Update a rule?" -> PUT /transactions/categories/rules/{ruleId}
"Delete a rule?" -> DELETE /transactions/categories/rules/{ruleId}
"Get document details?" -> GET /documents/{documentId}
"Delete a document?" -> DELETE /documents/{documentId}
"List all accessTokens?" -> GET /user/accessTokens
"Create a logout?" -> POST /cobrand/logout
"Create a token?" -> POST /auth/token
"List all user?" -> GET /user
"Get providerAccount details?" -> GET /providerAccounts/{providerAccountId}
"Delete a providerAccount?" -> DELETE /providerAccounts/{providerAccountId}
"List all accounts?" -> GET /accounts
"Create a account?" -> POST /accounts
"List all assetClassificationList?" -> GET /holdings/assetClassificationList
"List all publicKey?" -> GET /configs/publicKey
"Delete a apiKey?" -> DELETE /auth/apiKey/{key}
"List all providerAccounts?" -> GET /providerAccounts
"List all count?" -> GET /transactions/count
"List all transactionSummary?" -> GET /derived/transactionSummary
"List all txnRules?" -> GET /transactions/categories/txnRules
"Delete a category?" -> DELETE /transactions/categories/{categoryId}
"List all documents?" -> GET /documents
"Create a evaluateAddress?" -> POST /accounts/evaluateAddress
"Get account details?" -> GET /accounts/{accountId}
"Update a account?" -> PUT /accounts/{accountId}
"Delete a account?" -> DELETE /accounts/{accountId}
"List all historicalBalances?" -> GET /accounts/historicalBalances
"Create a register?" -> POST /user/register
"List all profile?" -> GET /providerAccounts/profile
"List all verification?" -> GET /verification
"Create a verification?" -> POST /verification
"List all securities?" -> GET /holdings/securities
Response Tips
Check response schemas in references/api-spec.lap for field details
Create/update endpoints typically return the created/updated object
References
Full spec: See references/api-spec.lap for complete endpoint details, parameter tables, and response schemas
Generated from the official API spec by LAP
"Update a event?" -> PUT /configs/notifications/events/{eventName}
"Delete a event?" -> DELETE /configs/notifications/events/{eventName}
"List all holdings?" -> GET /holdings
"List all events?" -> GET /cobrand/config/notifications/events
"List all apiKey?" -> GET /auth/apiKey
"Create a apiKey?" -> POST /auth/apiKey
"List all publicKey?" -> GET /cobrand/publicKey
"List all categories?" -> GET /transactions/categories
"Create a category?" -> POST /transactions/categories
"List all rules?" -> GET /transactions/categories/rules
"Create a rule?" -> POST /transactions/categories/rules
"List all statements?" -> GET /statements
"List all holdingTypeList?" -> GET /holdings/holdingTypeList
"Create a logout?" -> POST /user/logout
"Update a transaction?" -> PUT /transactions/{transactionId}
"List all events?" -> GET /dataExtracts/events
"List all holdingSummary?" -> GET /derived/holdingSummary 