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Investec SA Private Banking Account Information helper. Covers accounts, balances, transactions (including includePending), beneficiaries, payments (paymultiple), account-scoped transfers (transfermultiple), profiles, and documents endpoints.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
| name | investec-pb-account-info |
| version | 0.1.0 |
| description | Investec SA Private Banking Account Information helper. Covers accounts, balances, transactions (including includePending), beneficiaries, payments (paymultiple), account-scoped transfers (transfermultiple), profiles, and documents endpoints. |
| tags | ["investec","openapi","swagger","pb","private-banking","accounts","transactions","payments"] |
| triggers | {"include":["pb","private banking","/za/pb/v1","list accounts","balance","transactions","pending-transactions","includepending","beneficiaries","paymultiple","transfermultiple","profiles","authorisationsetupdetails","documents","statement"],"exclude":["/za/bb/v1","cib","/za/ifi/","intermediaryId","card code"]} |
| inputs | {"required":["access_token"]} |
| outputs | {"produces":["endpoint_guidance","curl_examples","workflow_steps","error_troubleshooting"]} |
| references | [{"path":"../../swagger/sa-pb-account-information.json","type":"openapi"}] |
Use this skill for Private Banking account data and related workflows in /za/pb/v1.
Swagger defines OAuth2 schemes for PB. Typical request headers:
Authorization: Bearer <access_token>Accept: application/jsonContent-Type: application/json (POSTs)(If the calling context also requires x-api-key, follow your app’s auth setup.)
https://openapi.investec.comGET /za/pb/v1/accountsGET /za/pb/v1/accounts/{accountId}/balanceGET /za/pb/v1/accounts/{accountId}/transactionsUseful query params:
fromDatetoDatetransactionTypeincludePending=true (include pending items in the transactions feed)GET /za/pb/v1/accounts/{accountId}/pending-transactionsGET /za/pb/v1/profilesGET /za/pb/v1/profiles/{profileId}/accountsGET /za/pb/v1/profiles/{profileId}/accounts/{accountId}/authorisationsetupdetailsGET /za/pb/v1/accounts/beneficiariesGET /za/pb/v1/accounts/beneficiarycategoriesGET /za/pb/v1/profiles/{profileId}/accounts/{accountId}/beneficiariesPOST /za/pb/v1/accounts/{accountId}/paymultipleNotes:
POST /za/pb/v1/accounts/{accountId}/transfermultipleUse the account-scoped transfer endpoint; the legacy V1 transfer-multiple endpoint has been removed from the PB spec.
GET /za/pb/v1/accounts/{accountId}/documentsGET /za/pb/v1/accounts/{accountId}/document/{documentType}/{documentDate}accountId / using PB endpoint with non-PB accountcurl -X GET "https://openapi.investec.com/za/pb/v1/accounts" \
-H "Authorization: Bearer <access_token>" \
-H "Accept: application/json"
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