POST /beta/transactions/rules/v1/create
The /transactions/rules/v1/create
endpoint creates transaction categorization rules.
Rules will be applied on the Item's transactions returned in /transactions/get
response.
The product is currently in beta. To request access, contact transactions-feedback@plaid.com.
Servers
- https://production.plaid.com
- https://sandbox.plaid.com
Request headers
Name | Type | Required | Description |
---|---|---|---|
Content-Type |
String | Yes |
The media type of the request body.
Default value: "application/json" |
Request body fields
Name | Type | Required | Description |
---|---|---|---|
rule_details |
Object | Yes |
A representation of transactions rule details. |
rule_details.field |
String | Yes |
Transaction field for which the rule is defined. Possible values:
|
rule_details.query |
String | Yes |
For TRANSACTION_ID field, provide transaction_id. For NAME field, provide a string pattern. |
rule_details.type |
String | Yes |
Transaction rule's match type. For TRANSACTION_ID field, EXACT_MATCH is available. Matches are case sensitive. Possible values:
|
client_id |
String | No |
Your Plaid API |
personal_finance_category |
String | Yes |
Personal finance detailed category. All implementations are encouraged to use this field instead of See the |
access_token |
String | Yes |
The access token associated with the Item data is being requested for. |
secret |
String | No |
Your Plaid API |
How to start integrating
- Add HTTP Task to your workflow definition.
- Search for the API you want to integrate with and click on the name.
- This loads the API reference documentation and prepares the Http request settings.
- Click Test request to test run your request to the API and see the API's response.