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 infogetDocumentsRequest a presigned URL to upload a documentgetRequest a presigned URL to download a documentgetList existing documents for an accountgetTransactionsGet transactions for a specific account.getGet a specific transaction for a specific account.getGet balance splits for a specific transaction.getAssociated 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 ModeputAccountsAccountsCreate a new accountpostGet a specific AccountgetSoft-delete a Specific AccountdeleteEdit the payment processor configurationputUpdate account status and substatusputGet all tags for an account.getApply tags to an account.postRemove a tag from an account.deleteUpdate 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_paygetLine 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 accountpostNotesCreate a note for an account.postGet All Notes for a specific AccountgetCreate a note for the specified entity.postGet All Notes for a specific entitygetStatementsGet a list of all current and prior statements for a specific accountgetGet a specific statement for a specific account.getAmortization ScheduleGet the amortization schedule for a specific loangetCalculate the amortization schedule for a specific loanpostCredit 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 entityputTagsGet all tags for the organization.getAdd a tag to the organization.postUpdate a Tag option.patchIssuingAdd cardpostUpdate cardputGet all cardsgetAudit TrailsGet the history of account status changes for a specific account.getCustomersCustomersUpdate 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 ownerdeleteOrganizationIntegrationsConfigure 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.deleteOrganizationGet organization configurationgetlist subscriptionsgetget webhook subscriptiongetTest your webhook URL.getConfigure credit reporting details for your organizationputConfigure nacha report details for your organizationputUpdate the organization's addressputFinance 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.putGet webhook secretgetGet a customer's product offeringget https://Contact sales to enable your sandbox/customers/{customer_id}/product_offeringsGet all the products offered to a customer