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Mambu Core MCP

Limited Availability Feature

Mambu MCP is currently available as a Limited Availability feature. To request access or more information, contact your Mambu account executive or your customer success manager.

The Mambu Core MCP connection opens Mambu Core's banking operations to an AI client. This page lists the operations it exposes, which you need only when narrowing a client's scope by hand. See Connecting Your Client (Restricting Operations).

Read and Execute

Operations are either read or execute:

TypeWhat It DoesDefault
ReadRetrieves data and changes nothing (list, get, search, download, find).Enabled
ExecuteChanges data or state, such as creating, updating, deleting or approving.Disabled until switched on

Operations

Showing 327 of 327 operations

CategoryOperation NameKeyTypeDescription
Accounting – Interest AccrualSearchaccounting_interest_accrual/searchReadAllows search of interest accrual breakdown entries by various criteria.
API ConsumersCreateconsumers/createExecuteCreate API consumer
API ConsumersCreate API Keyconsumers/create_api_keyExecuteCreate API key
API ConsumersCreate Secret Keyconsumers/create_secret_keyExecuteCreate secret key
API ConsumersDeleteconsumers/deleteExecuteDelete API consumer
API ConsumersDelete API Keyconsumers/delete_api_keyExecuteDelete API key
API ConsumersGet By IDconsumers/get_by_idReadGet API consumer
API ConsumersGet Keys By Consumer IDconsumers/get_keys_by_consumer_idReadGet API keys
API ConsumersListconsumers/listReadGet all API consumers
API ConsumersPatchconsumers/patchExecutePartially update API consumer
API ConsumersUpdateconsumers/updateExecuteUpdate API consumer
BranchesCreatebranches/createExecuteCreate branch
BranchesGet By IDbranches/get_by_idReadGet branch
BranchesListbranches/listReadGet branches
CardsCreate Authorization Holdcards/create_authorization_holdExecuteCreate an authorization hold corresponding to a given card.
CardsCreate Bulk Authorization Holdscards/create_bulk_authorization_holdsExecuteCreate bulk authorization holds corresponding to a given card
CardsCreate Card Transactioncards/create_card_transactionExecuteCreate a financial transaction corresponding to a given card
CardsDecrease Authorization Holdcards/decrease_authorization_holdExecuteDecreases the amount of an authorization hold. If the amount is greater or equal to the authorization hold amount, then the authorization hold is reversed.
CardsGet Account Balancescards/get_account_balancesReadGet account balances using card tokens
CardsGet Authorization Hold By IDcards/get_authorization_hold_by_idReadGet card authorization hold
CardsGet Card Transactioncards/get_card_transactionReadGet card transaction
CardsIncrease Authorization Holdcards/increase_authorization_holdExecuteIncrease authorization hold amount
CardsPatch Authorization Holdcards/patch_authorization_holdExecutePartially update an authorization hold
CardsReverse Authorization Holdcards/reverse_authorization_holdExecuteReverse a card authorization hold.
CardsReverse Card Transactioncards/reverse_card_transactionExecuteReverse card transaction
CentresGet By IDcentres/get_by_idReadGet centre
CentresListcentres/listReadGet centres
Client DocumentsCreate Documentclients_documents/create_documentExecuteCreate client document
Client DocumentsGet Client Document By IDclients_documents/get_client_document_by_idReadGet client document
Client DocumentsGet Client Document File By IDclients_documents/get_client_document_file_by_idReadDownload client document
Client DocumentsGet Documents By Client IDclients_documents/get_documents_by_client_idReadGet all client documents
ClientsCreateclients/createExecuteCreate client
ClientsDeleteclients/deleteExecuteDelete client
ClientsGet By IDclients/get_by_idReadGet client
ClientsGet Credit Arrangements By Client ID Or Keyclients/get_credit_arrangements_by_client_id_or_keyReadCredit arrangements list returned.
ClientsGet Role By Client IDclients/get_role_by_client_idReadGet client role for client
ClientsListclients/listReadGet clients
ClientsPatchclients/patchExecutePartially update client
ClientsSearchclients/searchReadSearch clients
ClientsUpdateclients/updateExecuteUpdate client
CommentsCreate Commentcomments/create_commentExecuteCreate a new comment for an entity.
CommentsGet Commentscomments/get_commentsReadGet comments for an entity
CommunicationsEnqueue By Datecommunications_messages/enqueue_by_dateExecuteResend failed communication message(s) asynchronously by date
CommunicationsEnqueue By Keyscommunications_messages/enqueue_by_keysExecuteResend failed communication message(s) asynchronously using keys
CommunicationsGet By Encoded Keycommunications_messages/get_by_encoded_keyReadGet communication message
CommunicationsResendcommunications_messages/resendExecuteResend failed communication message(s)
CommunicationsSearchcommunications_messages/searchReadSearching communication messages
CommunicationsSendcommunications_messages/sendExecuteSend communication message
Configuration – Accounting RulesGetconfiguration_accounting_rules_yaml/getReadRetrieve accounting rules configuration
Configuration – Accounting RulesUpdateconfiguration_accounting_rules_yaml/updateExecuteUpdate the current accounting rules configuration
Configuration – Authorization HoldsGetconfiguration_authorization_holds_yaml/getReadGet authorization holds configuration
Configuration – Authorization HoldsUpdateconfiguration_authorization_holds_yaml/updateExecuteUpdate authorization holds configuration
Configuration – BranchesGetconfiguration_branches_yaml/getReadGet branches configuration
Configuration – BranchesUpdateconfiguration_branches_yaml/updateExecuteUpdate branch configuration
Configuration – CentresGetconfiguration_centres_yaml/getReadGet centres configuration
Configuration – CentresUpdateconfiguration_centres_yaml/updateExecuteUpdate centres configuration
Configuration – Client RolesGetconfiguration_client_roles_yaml/getReadGet client roles configuration
Configuration – Client RolesUpdateconfiguration_client_roles_yaml/updateExecuteUpdate client roles configuration
Configuration – CurrenciesGetconfiguration_currencies_yaml/getReadGet currencies configuration
Configuration – CurrenciesUpdateconfiguration_currencies_yaml/updateExecuteUpdate currencies configuration
Configuration – Custom FieldsGetconfiguration_custom_fields/getReadGet custom field definitions configuration
Configuration – Custom FieldsGet Templateconfiguration_custom_fields/get_templateReadGet custom field definitions configuration
Configuration – Custom FieldsUpdateconfiguration_custom_fields/updateExecuteUpdate custom field definitions configuration
Configuration – Deposit ProductsGetconfiguration_deposit_products_yaml/getReadGet configuration for all deposit products
Configuration – Deposit ProductsUpdateconfiguration_deposit_products_yaml/updateExecuteUpdate all deposit products configuration
Configuration – End of Day ProcessingGetconfiguration_end_of_day_processing_yaml/getReadGet end of day processing configuration
Configuration – End of Day ProcessingUpdateconfiguration_end_of_day_processing_yaml/updateExecuteUpdate end of day processing configuration
Configuration – Group Role NamesGetconfiguration_group_role_names_yaml/getReadGet group role names configuration
Configuration – Group Role NamesUpdateconfiguration_group_role_names_yaml/updateExecuteUpdate group role names configuration
Configuration – HolidaysGetconfiguration_holidays_yaml/getReadGet holidays configuration
Configuration – HolidaysUpdateconfiguration_holidays_yaml/updateExecuteUpdate holidays configuration
Configuration – ID Document TemplatesGetconfiguration_id_document_templates_yaml/getReadGet ID templates configuration
Configuration – ID Document TemplatesUpdateconfiguration_id_document_templates_yaml/updateExecuteUpdate ID templates configuration
Configuration – Index RatesGetconfiguration_index_rates_yaml/getReadGet index rates configuration
Configuration – Index RatesUpdateconfiguration_index_rates_yaml/updateExecuteUpdate index rates configuration
Configuration – Internal ControlsGetconfiguration_internal_controls_yaml/getReadGet internal controls configuration
Configuration – Internal ControlsUpdateconfiguration_internal_controls_yaml/updateExecuteUpdate internal controls configuration
Configuration – LabelsGetconfiguration_labels_yaml/getReadGet object labels configuration
Configuration – LabelsUpdateconfiguration_labels_yaml/updateExecuteUpdate object labels configuration
Configuration – Loan ProductsGetconfiguration_loan_products_yaml/getReadAllows you to get or update the loan products configuration.
Configuration – Loan ProductsUpdateconfiguration_loan_products_yaml/updateExecuteUpdate loan products configuration
Configuration – Loan Risk LevelsGetconfiguration_loan_risk_levels_yaml/getReadGet loan risk levels configuration
Configuration – Loan Risk LevelsUpdateconfiguration_loan_risk_levels_yaml/updateExecuteUpdate loan risk levels configuration
Configuration – OrganisationGetconfiguration_organization/getReadGet organization details configuration
Configuration – OrganisationGet Templateconfiguration_organization/getTemplateReadGet organization details configuration template
Configuration – OrganisationUpdateconfiguration_organization/updateExecuteUpdate organization details configuration
Configuration – Transaction ChannelsGetconfiguration_transaction_channels_yaml/getReadGet transaction channels configuration
Configuration – Transaction ChannelsUpdateconfiguration_transaction_channels_yaml/updateExecuteUpdate transaction channels configuration
Configuration – User RolesGetconfiguration_user_roles/getReadGet user roles configuration
Configuration – User RolesGet Templateconfiguration_user_roles/getTemplateReadGet user roles configuration template
Configuration – User RolesUpdateconfiguration_user_roles/updateExecuteUpdate user roles configuration
Credit ArrangementsAdd Accountcredit_arrangements/add_accountExecuteAdd account to credit arrangement
Credit ArrangementsChange Statecredit_arrangements/change_stateExecuteChange credit arrangement state
Credit ArrangementsCreatecredit_arrangements/createExecuteCreate credit arrangement
Credit ArrangementsDeletecredit_arrangements/deleteExecuteDelete credit arrangement
Credit ArrangementsGet By IDcredit_arrangements/get_by_idReadGet credit arrangement
Credit ArrangementsGet Schedulecredit_arrangements/get_scheduleReadGet credit arrangement schedule
Credit ArrangementsListcredit_arrangements/listReadGet credit arrangements
Credit ArrangementsList Accountscredit_arrangements/list_accountsReadGet all loan and deposit accounts linked to credit arrangement
Credit ArrangementsPatchcredit_arrangements/patchExecutePartially update credit arrangement
Credit ArrangementsRemove Accountcredit_arrangements/remove_accountExecuteRemove account from credit arrangement
Credit ArrangementsSearchcredit_arrangements/searchReadSearch credit arrangements
Credit ArrangementsUpdatecredit_arrangements/updateExecuteUpdate credit arrangement
CurrenciesCreatecurrencies/createExecuteCreate currency
CurrenciesDeletecurrencies/deleteExecuteDelete currency by code
CurrenciesGetcurrencies/getReadGet currency by code
CurrenciesListcurrencies/listReadGet all currencies
CurrenciesUpdatecurrencies/updateExecuteUpdate currency by code
Currencies – Accounting RatesCreatecurrencies_accounting_rates/createExecuteCreate accounting rates
Currencies – Accounting RatesListcurrencies_accounting_rates/listReadGet accounting rates
Currencies – Exchange RatesCreatecurrencies_rates/createExecutePost exchange rates for a specific currency.
Currencies – Exchange RatesListcurrencies_rates/listReadGet exchange rates for a specific currency.
Custom Field SetsListcustom_field_sets/listReadGet custom field sets
Custom Field SetsList By Set IDcustom_field_sets/list_by_set_idReadGet custom field definitions by custom field set
Custom FieldsGet By IDcustom_fields/get_by_idReadGet custom field definition
Deposit ProductsBatch Updatedeposit_products/batch_updateExecutePerform a batch update action on the specified deposit product
Deposit ProductsCreatedeposit_products/createExecuteCreate deposit product
Deposit ProductsDeletedeposit_products/deleteExecuteDelete deposit product
Deposit ProductsGet By IDdeposit_products/get_by_idReadGet deposit product
Deposit ProductsListdeposit_products/listReadGet deposit products
Deposit ProductsPatchdeposit_products/patchExecutePartially update deposit product
Deposit ProductsUpdatedeposit_products/updateExecuteUpdate deposit product
Deposit TransactionsAdjustdeposits_transactions/adjustExecuteAdjust a deposit transaction, which may bulk adjust multiple transactions
Deposit TransactionsAdjust Interestdeposits_transactions/adjust_interestExecuteAdjust interest on a deposit account
Deposit TransactionsApply Feedeposits_transactions/apply_feeExecuteApply a fee on a deposit account
Deposit TransactionsEdit Transaction Detailsdeposits_transactions/edit_transaction_detailsExecuteEdit custom information or notes for deposit transaction
Deposit TransactionsGet By IDdeposits_transactions/get_by_idReadGet deposit transaction
Deposit TransactionsGet Deposit Transaction Documentdeposits_transactions/get_deposit_transaction_documentReadGet deposit transaction document
Deposit TransactionsListdeposits_transactions/listReadGet deposit transactions
Deposit TransactionsMake Bulk Depositsdeposits_transactions/make_bulk_depositsExecuteCreate bulk deposit transactions.
Deposit TransactionsMake Depositdeposits_transactions/make_depositExecuteCreate deposit transaction
Deposit TransactionsMake Deposit Asyncdeposits_transactions/make_deposit_asyncExecuteCreate deposit transaction
Deposit TransactionsMake Seizuredeposits_transactions/make_seizureExecuteSeize a block amount on a deposit account
Deposit TransactionsMake Transferdeposits_transactions/make_transferExecuteCreate transfer transaction
Deposit TransactionsMake Withdrawaldeposits_transactions/make_withdrawalExecuteCreate withdrawal transaction
Deposit TransactionsMake Withdrawal Asyncdeposits_transactions/make_withdrawal_asyncExecuteCreate withdrawal transaction
Deposit TransactionsSearchdeposits_transactions/searchReadSearch deposit transactions for deposit accounts by various criteria
DepositsApply Interestdeposits/apply_interestExecuteRepresents information to apply accrued interest.
DepositsBulk Update Accountsdeposits/bulk_update_accountsExecuteBulk update deposit accounts
DepositsBulk Update Product Keysdeposits/bulk_update_product_keysExecuteBulk update deposit account product types
DepositsChange Interest Ratedeposits/change_interest_rateExecuteChange deposit account interest rate
DepositsChange Statedeposits/change_stateExecuteRepresents the information to post an action, such as approving a deposit account.
DepositsChange Withholding Taxdeposits/change_withholding_taxExecuteChange deposit account withholding tax rate
DepositsCreatedeposits/createExecuteCreate deposit account
DepositsCreate Authorization Holddeposits/create_authorization_holdExecuteCreate an authorization hold corresponding to a given account
DepositsCreate Block Funddeposits/create_block_fundExecuteCreate a block fund for the account
DepositsCreate Carddeposits/create_cardExecuteRepresents the information needed to create and associate a new card to an account.
DepositsCreate Interest Availabilitydeposits/create_interest_availabilityExecuteCreate Interest Availability
DepositsDeletedeposits/deleteExecuteDelete inactive deposit account
DepositsDelete Carddeposits/delete_cardExecuteRepresents the information needed to delete a card associated to an account using its reference token.
DepositsDelete Interest Availabilitydeposits/delete_interest_availabilityExecuteDelete Interest Availability
DepositsGet Authorization Hold By IDdeposits/get_authorization_hold_by_idReadGet account authorization hold
DepositsGet Balancesdeposits/get_balancesReadGet historical balances for the deposit account
DepositsGet By IDdeposits/get_by_idReadGet deposit account
DepositsGet Deposit Account Documentdeposits/get_deposit_account_documentReadGet deposit account document
DepositsGet Funded Loansdeposits/get_funded_loansReadGet all loan accounts funded by the deposit account with the given ID or encoded key
DepositsGet Interest Availabilities Listdeposits/get_interest_availabilities_listReadGet Interest Availabilities
DepositsGet Interest Availability By IDdeposits/get_interest_availability_by_idReadGet Interest Availability
DepositsGet PDF Documentdeposits/get_pdf_documentReadDownload deposit account document PDF
DepositsGet Schedule For Funded Accountdeposits/get_schedule_for_funded_accountReadAllows retrieval of the loan account schedule for a loan account with the given id or encodedKey and funded by the deposit account with the given id or encodedKey.
DepositsGet Withholding Tax Historydeposits/get_withholding_tax_historyReadGet deposit account withholding tax history
DepositsListdeposits/listReadGet deposit accounts
DepositsList Authorization Holdsdeposits/list_authorization_holdsReadGet authorization holds related to a deposit account, ordered from newest to oldest by creation date
DepositsList Blocksdeposits/list_blocksReadGet all block funds for a deposit account
DepositsList Cardsdeposits/list_cardsReadGet cards associated with an account
DepositsMake Bulk Interest Account Settings Availabilitiesdeposits/make_bulk_interest_account_settings_availabilitiesExecuteCreate Interest Availabilities for a group of accounts
DepositsMake Multiple Transactions Asyncdeposits/make_multiple_transactions_asyncExecuteCreate multiple transactions for an account
DepositsMigratedeposits/migrateExecuteMigrate deposit accounts
DepositsPatchdeposits/patchExecutePartially update deposit account
DepositsPatch Block Funddeposits/patch_block_fundExecuteUpdates the amount of an existing blocked fund on a deposit account. If the new amount equals the seized amount the block fund will transition to a seized state.
DepositsReopendeposits/reopenExecuteReopen a deposit account
DepositsReverse Authorization Holddeposits/reverse_authorization_holdExecuteReverse account authorization hold
DepositsSearchdeposits/searchReadSearch deposit accounts
DepositsStart Maturitydeposits/start_maturityExecuteRepresents the information to post an action, such as approving a deposit account.
DepositsTransfer Ownershipdeposits/transfer_ownershipExecuteTransfer the account ownership from current account holder to a new one (client/group).
DepositsUnblock Funddeposits/unblock_fundExecuteUnblock a previously blocked fund for a deposit account
DepositsUndo Maturitydeposits/undo_maturityExecuteRepresents the action to undo the maturity period for the specified deposit account.
DepositsUpdatedeposits/updateExecuteUpdate deposit account
DepositsUpdate Interest Availabilitydeposits/update_interest_availabilityExecuteUpdate Interest Availability
Deposits – Balance SummaryListdeposits_balance_summary/listReadGet balance summary for the deposit account
Deposits – Balance SummarySearchdeposits_balance_summary/searchReadSearch deposit account balance summary
Deposits – DownloadSearch File Downloaddeposits_download/search_file_downloadReadSearch deposit accounts
DocumentsCreate Documentdocuments/create_documentExecuteCreate document
DocumentsDelete Document By IDdocuments/delete_document_by_idExecuteDelete document
DocumentsDownload Document By IDdocuments/download_document_by_idReadDownload document
DocumentsGet Documents By Entity IDdocuments/get_documents_by_entity_idReadGet all documents' metadata
Extension PointsGet Process Definitionsextension_points/get_process_definitionsReadGet process definitions for extension point phases
Extension PointsListextension_points/listReadGet all extension points
Extension PointsStore Process Definitionsextension_points/store_process_definitionsExecuteAttach process definitions to extension point phases
GL AccountsCreategl_accounts/createExecuteCreate general ledger account
GL AccountsGet By IDgl_accounts/get_by_idReadGet general ledger account
GL AccountsListgl_accounts/listReadGet general ledger accounts
GL AccountsPatchgl_accounts/patchExecutePartially update an existing general ledger account
GL Journal EntriesCreategl_journal_entries/createExecuteCreate general ledger journal entries.
GL Journal EntriesListgl_journal_entries/listReadGet general ledger journal entries
GL Journal EntriesSearchgl_journal_entries/searchReadSearch for general ledger journal entries
GroupsCreategroups/createExecuteCreate group
GroupsDeletegroups/deleteExecuteDelete group
GroupsGet By IDgroups/get_by_idReadGet group
GroupsGet Credit Arrangements By Group ID Or Keygroups/get_credit_arrangements_by_group_id_or_keyReadCredit arrangements list returned.
GroupsListgroups/listReadGet groups
GroupsPatchgroups/patchExecutePartially update group
GroupsSearchgroups/searchReadSearch groups
GroupsUpdategroups/updateExecuteUpdate group
Index Rate SourcesGet By IDindex_rate_sources/get_by_idReadGet index rate sources
Index Rate SourcesListindex_rate_sources/listReadGet index rate sources
Index Rate SourcesList Index Ratesindex_rate_sources/list_index_ratesReadGet index rates for a source
InstallmentsListinstallments/listReadGet installments for ACTIVE or ACTIVE_IN_ARREARS loan accounts
Loan ProductsCreateloan_products/createExecuteCreate loan product
Loan ProductsDeleteloan_products/deleteExecuteDelete loan product
Loan ProductsGet By IDloan_products/get_by_idReadGet loan product
Loan ProductsListloan_products/listReadGet loan products
Loan ProductsPatchloan_products/patchExecutePartially update loan product
Loan ProductsUpdateloan_products/updateExecuteUpdate loan product
Loan TransactionsAdjustloans_transactions/adjustExecuteAdjust loan transaction
Loan TransactionsApply Feeloans_transactions/apply_feeExecuteApply a fee on a loan account
Loan TransactionsApply Lockloans_transactions/apply_lockExecuteLock loan account income sources (interest, fees, penalties)
Loan TransactionsApply Payment Madeloans_transactions/apply_payment_madeExecuteMake payment in redraw balance for loan account
Loan TransactionsApply Unlockloans_transactions/apply_unlockExecuteUnlock loan account income sources (interest, fees, penalties)
Loan TransactionsGet By IDloans_transactions/get_by_idReadGet loan transaction
Loan TransactionsGet Transactions For All Versionsloans_transactions/get_transactions_for_all_versionsReadGet loan transactions for all loan account versions
Loan TransactionsListloans_transactions/listReadGet loan transactions
Loan TransactionsMake Deposit On Credit Balanceloans_transactions/make_deposit_on_credit_balanceExecuteRepresents the information for creating a transaction of type CREDIT_BALANCE_DEPOSIT.
Loan TransactionsMake Disbursementloans_transactions/make_disbursementExecuteMake a disbursement on a loan
Loan TransactionsMake Principal Overpaymentloans_transactions/make_principal_overpaymentExecuteMake non-scheduled principal overpayment transaction on loan account
Loan TransactionsMake Redraw Repaymentloans_transactions/make_redraw_repaymentExecuteMake a redraw repayment transaction on a loan
Loan TransactionsMake Refundloans_transactions/make_refundExecuteMake refund transaction on loan account
Loan TransactionsMake Repaymentloans_transactions/make_repaymentExecuteMake repayment transaction on loan account
Loan TransactionsMake Withdrawalloans_transactions/make_withdrawalExecuteMake withdrawal from redraw balance
Loan TransactionsSearchloans_transactions/searchReadSearch loan transactions
Loan Transactions – File ExportSearchloans_transactions_octetstream/searchReadSearch loan transactions
LoansApply Balance Interestloans/apply_balance_interestExecuteApply interest on a loan account balance
LoansApply Interestloans/apply_interestExecuteApply accrued interest
LoansApply Planned Feesloans/apply_planned_feesExecuteApply planned fees from the past installments, as backdated or from future installments, on the first pending installment
LoansChange Arrears Settingsloans/change_arrears_settingsExecuteChange arrears settings for loan account
LoansChange Due-dates Settingsloans/change_due-dates_settingsExecuteChange due dates settings for loan account
LoansChange Fee Rateloans/change_fee_rateExecuteChange loan account fee rate
LoansChange Interest Rateloans/change_interest_rateExecuteChange loan account interest rate
LoansChange Loan Termloans/change_loan_termExecuteChange loan account term
LoansChange Periodic Paymentloans/change_periodic_paymentExecuteChange the periodic payment amount for an active loan, so that it is still possible to have principal and interest installments, but with a smaller or greater total due amount than the initial one.
LoansChange Repayment Valueloans/change_repayment_valueExecuteChange repayment value for loan account
LoansChange Stateloans/change_stateExecuteChange loan account state
LoansCreateloans/createExecuteCreate loan account
LoansCreate Cardloans/create_cardExecuteRepresents the information needed to create and associate a new card to an account.
LoansCreate Loan Account Funding Sourcesloans/create_loan_account_funding_sourcesExecuteCreate funding sources for a loan account
LoansCreate Planned Feesloans/create_planned_feesExecuteCreate planned fees
LoansDeleteloans/deleteExecuteDelete loan account
LoansDelete Cardloans/delete_cardExecuteRepresents the information needed to delete a card associated to an account using its reference token.
LoansDelete Funding Sourcesloans/delete_funding_sourcesExecuteDelete loan account funding sources
LoansDelete Planned Feesloans/delete_planned_feesExecuteDelete planned fee
LoansDelete Single Funding Sourceloans/delete_single_funding_sourceExecuteDelete loan account funding source
LoansGet Balances By Loan Account IDloans/get_balances_by_loan_account_idReadGet loan account balances
LoansGet By IDloans/get_by_idReadGet loan account
LoansGet Loan Account Documentloans/get_loan_account_documentReadGet loan account document
LoansGet Loan Account RSVloans/get_loan_account_rsvReadGet versioning records (RSV) for a loan
LoansGet PDF Documentloans/get_pdf_documentReadDownload loan account document PDF
LoansGet Versions By IDloans/get_versions_by_idReadGet all versions of loan account
LoansListloans/listReadGet loan accounts
LoansList Authorization Holdsloans/list_authorization_holdsReadGet authorization holds related to a loan account, ordered from newest to oldest by creation date
LoansList Cardsloans/list_cardsReadGet cards associated with an account
LoansList Planned Feesloans/list_planned_feesReadGet planned fees
LoansMigrate Externalloans/migrate_externalExecuteCreate loan account via external migration
LoansPatchloans/patchExecutePartially update loan account
LoansPatch Funding Sourceloans/patch_funding_sourceExecuteUpdate loan account funding source
LoansPay Offloans/pay_offExecutePay off loan account
LoansPreview Pay Off Amountsloans/preview_pay_off_amountsReadPreview pay off due amounts in a future date
LoansReevaluate Collateral Assetsloans/reevaluate_collateral_assetsExecuteUpdate collateral asset amounts
LoansRefinanceloans/refinanceExecuteRefinance loan account
LoansRescheduleloans/rescheduleExecuteReschedule loan account
LoansSearchloans/searchReadSearch loan accounts
LoansTerminate Loan Accountloans/terminate_loan_accountExecuteTerminate loan account
LoansUndo Refinanceloans/undo_refinanceExecuteUndo loan account refinance action
LoansUndo Rescheduleloans/undo_rescheduleExecuteUndo loan account reschedule action
LoansUndo Write Offloans/undo_write_offExecuteUndo write off for loan account
LoansUpdateloans/updateExecuteUpdate loan account
LoansUpdate Loan Account Funding Sourcesloans/update_loan_account_funding_sourcesExecuteUpdate loan account funding sources
LoansUpdate Planned Feesloans/update_planned_feesExecuteUpdate planned fees
LoansWrite Offloans/write_offExecuteWrite off loan account
Loans – DownloadSearch File Downloadloans_download/search_file_downloadReadSearch loan accounts
Loans – DownloadSearch Rangesloans_download/search_rangesReadGet search ranges for parallel file-download streams
Loans – ScheduleEdit Scheduleloans_schedule/edit_scheduleExecuteUpdate loan account schedule
Loans – ScheduleGet Schedule For Loan Accountloans_schedule/get_schedule_for_loan_accountReadGet loan account schedule
Loans – SchedulePreview Process PMT Transactionallyloans_schedule/preview_process_pmt_transactionallyReadPreview loan account schedule using transactional processing for PMT.
Loans – SchedulePreview Scheduleloans_schedule/preview_scheduleReadPreview loan account schedule for non-existent loan account
Loans – SchedulePreview Tranches On Scheduleloans_schedule/preview_tranches_on_scheduleReadPreview loan account schedule for non-existent loan account
Loans – TranchesEdit Tranchesloans_tranches/edit_tranchesExecuteUpdate loan account tranches list
Loans – TranchesGet Tranchesloans_tranches/get_tranchesReadGet loan account tranches list
Notification SettingsGet Webhook Notification Settingsnotification_settings_webhook/get_webhook_notification_settingsReadGet the webhook notification settings
Organisation – General HolidaysGet By IDorganization_holidays_general/get_by_idReadGet holiday
Organisation – HolidaysGetorganization_holidays/getReadGet holidays
Organisation – ID Document TemplatesListorganization_identification_document_templates/listReadGet ID templates
Organisation – Non-Working DaysGet Non Working Daysorganization_holidays_nonworkingdays/get_non_working_daysReadGet non-working days
Organisation – Transaction ChannelsGet By IDorganization_transaction_channels/get_by_idReadGet transaction channel
Organisation – Transaction ChannelsListorganization_transaction_channels/listReadGet transaction channels
Process DefinitionsUploadprocess_definitions/uploadExecuteUpload a BPMN process definition
Profit Sharing – Cash FlowsCreate Cash Flowprofit_sharing_cashflows/create_cash_flowExecuteCreate a new cash flow
Profit Sharing – Cash FlowsCreate Cash Flow Settingsprofit_sharing_cashflows/create_cash_flow_settingsExecuteCreate new settings for a cash flow
Profit Sharing – Cash FlowsGet Cash Flow By IDprofit_sharing_cashflows/get_cash_flow_by_idReadAllows retrieval of a single cash flow
Profit Sharing – Cash FlowsGet Cash Flow Settings By IDprofit_sharing_cashflows/get_cash_flow_settings_by_idReadRetrieves the settings for a cash flow
Profit Sharing – Cash FlowsGet Cash Flowsprofit_sharing_cashflows/get_cash_flowsReadAllows retrieval of a list of cash flows
Profit Sharing – Cash FlowsUpdate Cash Flowprofit_sharing_cashflows/update_cash_flowExecuteUpdate an existing cash flow
Profit Sharing – Cash FlowsUpdate Cash Flow Settingsprofit_sharing_cashflows/update_cash_flow_settingsExecuteUpdate settings for an existing cash flow
Profit Sharing – PoolsCreate Poolprofit_sharing_pools/create_poolExecuteCreate a new investment pool
Profit Sharing – PoolsCreate Pool Settingsprofit_sharing_pools/create_pool_settingsExecuteCreate new settings for investment pool
Profit Sharing – PoolsGet Pool By IDprofit_sharing_pools/get_pool_by_idReadAllows retrieval of a single pool
Profit Sharing – PoolsGet Pool Settings By IDprofit_sharing_pools/get_pool_settings_by_idReadRetrieves settings for an investment pool
Profit Sharing – PoolsGet Poolsprofit_sharing_pools/get_poolsReadAllows retrieval of a list of pools
Profit Sharing – PoolsUpdate Poolprofit_sharing_pools/update_poolExecuteUpdate an existing investment pool
Profit Sharing – PoolsUpdate Pool Settingsprofit_sharing_pools/update_pool_settingsExecuteUpdate settings for an existing investment pool
Profit Sharing – Product SettingsGet Product Settings By IDprofit_sharing_product_settings/get_product_settings_by_idReadAllows retrieval of product settings
Profit Sharing – Product SettingsSearch Product Settingsprofit_sharing_product_settings/search_product_settingsReadAllows the retrieval of product settings based on criteria
Profit Sharing – ProductsListprofit_sharing_products/listReadAllows retrieval of Islamic savings products
Profit Sharing – ProposalsApprove Proposalprofit_sharing_proposals/approve_proposalExecuteAllows approval of a proposal
Profit Sharing – ProposalsFind Proposal Account Detailsprofit_sharing_proposals/find_proposal_account_detailsReadAllows the retrieval of proposal accounts details and account payment/profit cycle calculation by proposal id and other params.
Profit Sharing – ProposalsFind Proposalsprofit_sharing_proposals/find_proposalsReadAllows the retrieval of proposals calculation
TasksCreatetasks/createExecuteCreate task
TasksDeletetasks/deleteExecuteDelete task
TasksGet By IDtasks/get_by_idReadGet task
TasksListtasks/listReadGets tasks
TasksPatchtasks/patchExecutePartially update task
TasksUpdatetasks/updateExecuteUpdate task
TemplatesGet By IDtemplates/get_by_idReadGet template by id
User RolesGet By IDuser_roles/get_by_idReadGet user role
User RolesListuser_roles/listReadGet user roles
UsersCreateusers/createExecuteCreate user
UsersGet By IDusers/get_by_idReadGet user
UsersListusers/listReadGet users