JUMP TOCanopy Servicing Core API - LatestAPI UsersInvite a new API user to CanopypostGet all API users in your organizationgetRegister a new organization and userpostDeactivate a userpostResend a new API user's temporary passwordpostGet summary infogetAssociated EntitiesProductsProductsCreate a new productpostGet all available productsgetRetreieve an individual product record based on product_idgetUpdate Metro2 Configuration for a productput/filtersgetCreate a product offeringpostGet a customer's product offeringgetRemove a product offeringdeleteData MigrationsToggle Migration ModeputAccountsCredit ReportingGet a list of all current and Metro2 credit reports for a specific accountgetGet a specific Metro2 credit report for a specific account.getPayout EntitiesGet all payout entitiesgetCreate a new payout entitypostGet an existing payout entity by IDgetUpdate an existing payout entityputAccountsCreate a new accountpostGet a specific AccountgetSoft-delete a Specific AccountdeleteEdit the payment processor configurationputUpdate account status and substatusputGet all tags for an accountgetApply a tags to an accountpostRemove a tag from an accountdeleteUpdate account policiesputUpdate interest rate record for an account during the given time period. Note that the interest_rate_id of the record will change.putCreate an interest rate record for an account during the given time periodpostGet effective interest rate for an account during the given time periodgetUpdate Metro2 Configuration for an accountputEdit account's external fieldsputGet account min_paygetNotesCreate a note for an account.postGet All Notes for a specific AccountgetCreate a note for the specified entity.postGet All Notes for a specific entitygetLine ItemsGet line items for a specific account.getGet information on a specific line item for a specific accountgetUpdate an existing line itemputSchedule the update of an existing line itemputCreate a charge for a specific accountpostCreate a loan for a specific accountpostExecute a payment attempt for a specific accountpostCreate a payment record for a specific accountpostExecute a payment attempt for a specific accountpostExecute a payment attempt for a specific account with arbitrary payment methodpostIncrease the balance of a specific account with a credit offsetpostDecrease the balance of a specific account with a debit offsetpostCreate a manual fee for a specific accountpostCreate a refund for a specific accountpostReverses a payment for an accountpostReverse a charge for an accountpostSchedules the restructuring of a loanpostStatementsGet a list of all current and prior statements for a specific accountgetGet a specific statement for a specific account.getIssuingAdd cardpostUpdate cardputGet all cardsgetAmortization ScheduleGet the amortization schedule for a specific loangetCalculate the amortization schedule for a specific loanpostAudit TrailsGet the history of account status changes for a specific account.getTagsGet all tags for the organizationgetAdd a tag to the organizationpostUpdate a Tag option.patchCustomersCustomersUpdate Metro2 Configuration for a customerputGet all accounts for all customersgetCreate a new customerpostGet all customersgetCreate a new business customerpostGet all associated entitiesgetGet a specific customergetUpdate a specific customer's informationputList all accounts for a businessgetList beneficial owners of a businessgetCreate a new beneficial owner for the businesspostGet beneficial owner for businessgetUpdate beneficial ownerputDelete the beneficial ownerdeleteOrganizationOrganizationGet organization configurationgetlist subscriptionsgetget webhook subscriptiongetTest your webhook URL.getConfigure credit reporting details for your organizationputConfigure nacha report details for your organizationputUpdate the organization's addressputIntegrationsConfigure payment processor information for your organizationputConfigure issuer processor information for your organizationputUpdate an organization's Plaid client credentials.putConfigurationCreate a vanity domain.postGet all vanity domains.getGet the status of a vanity domain.getDelete a vanity domain.deleteFinance RequestsFinance RequestsGet all finance requestsgetCreate a new finance requestpostGet a finance requestgetUpdate an existing finance requestputConvert an approved finance request to an accountpostReportingNachaGet the transaction entry details of records contained in a NACHA file.getWebhooksWebhooksCreate notification configurationputSubscribe to event triggers from Canopy.putUnsubscribe from event triggers from Canopy.putUnsubscribe from event triggers from Canopy.putReplay dead letter queue events for a particular webhookputGet webhook secretgetReplay dead letter queue eventsputAssociated Entities
