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:
| Type | What It Does | Default |
|---|---|---|
| Read | Retrieves data and changes nothing (list, get, search, download, find). | Enabled |
| Execute | Changes data or state, such as creating, updating, deleting or approving. | Disabled until switched on |
Operations
Showing 327 of 327 operations
| Category | Operation Name | Key | Type | Description |
|---|---|---|---|---|
| Accounting – Interest Accrual | Search | accounting_interest_accrual/search | Read | Allows search of interest accrual breakdown entries by various criteria. |
| API Consumers | Create | consumers/create | Execute | Create API consumer |
| API Consumers | Create API Key | consumers/create_api_key | Execute | Create API key |
| API Consumers | Create Secret Key | consumers/create_secret_key | Execute | Create secret key |
| API Consumers | Delete | consumers/delete | Execute | Delete API consumer |
| API Consumers | Delete API Key | consumers/delete_api_key | Execute | Delete API key |
| API Consumers | Get By ID | consumers/get_by_id | Read | Get API consumer |
| API Consumers | Get Keys By Consumer ID | consumers/get_keys_by_consumer_id | Read | Get API keys |
| API Consumers | List | consumers/list | Read | Get all API consumers |
| API Consumers | Patch | consumers/patch | Execute | Partially update API consumer |
| API Consumers | Update | consumers/update | Execute | Update API consumer |
| Branches | Create | branches/create | Execute | Create branch |
| Branches | Get By ID | branches/get_by_id | Read | Get branch |
| Branches | List | branches/list | Read | Get branches |
| Cards | Create Authorization Hold | cards/create_authorization_hold | Execute | Create an authorization hold corresponding to a given card. |
| Cards | Create Bulk Authorization Holds | cards/create_bulk_authorization_holds | Execute | Create bulk authorization holds corresponding to a given card |
| Cards | Create Card Transaction | cards/create_card_transaction | Execute | Create a financial transaction corresponding to a given card |
| Cards | Decrease Authorization Hold | cards/decrease_authorization_hold | Execute | Decreases the amount of an authorization hold. If the amount is greater or equal to the authorization hold amount, then the authorization hold is reversed. |
| Cards | Get Account Balances | cards/get_account_balances | Read | Get account balances using card tokens |
| Cards | Get Authorization Hold By ID | cards/get_authorization_hold_by_id | Read | Get card authorization hold |
| Cards | Get Card Transaction | cards/get_card_transaction | Read | Get card transaction |
| Cards | Increase Authorization Hold | cards/increase_authorization_hold | Execute | Increase authorization hold amount |
| Cards | Patch Authorization Hold | cards/patch_authorization_hold | Execute | Partially update an authorization hold |
| Cards | Reverse Authorization Hold | cards/reverse_authorization_hold | Execute | Reverse a card authorization hold. |
| Cards | Reverse Card Transaction | cards/reverse_card_transaction | Execute | Reverse card transaction |
| Centres | Get By ID | centres/get_by_id | Read | Get centre |
| Centres | List | centres/list | Read | Get centres |
| Client Documents | Create Document | clients_documents/create_document | Execute | Create client document |
| Client Documents | Get Client Document By ID | clients_documents/get_client_document_by_id | Read | Get client document |
| Client Documents | Get Client Document File By ID | clients_documents/get_client_document_file_by_id | Read | Download client document |
| Client Documents | Get Documents By Client ID | clients_documents/get_documents_by_client_id | Read | Get all client documents |
| Clients | Create | clients/create | Execute | Create client |
| Clients | Delete | clients/delete | Execute | Delete client |
| Clients | Get By ID | clients/get_by_id | Read | Get client |
| Clients | Get Credit Arrangements By Client ID Or Key | clients/get_credit_arrangements_by_client_id_or_key | Read | Credit arrangements list returned. |
| Clients | Get Role By Client ID | clients/get_role_by_client_id | Read | Get client role for client |
| Clients | List | clients/list | Read | Get clients |
| Clients | Patch | clients/patch | Execute | Partially update client |
| Clients | Search | clients/search | Read | Search clients |
| Clients | Update | clients/update | Execute | Update client |
| Comments | Create Comment | comments/create_comment | Execute | Create a new comment for an entity. |
| Comments | Get Comments | comments/get_comments | Read | Get comments for an entity |
| Communications | Enqueue By Date | communications_messages/enqueue_by_date | Execute | Resend failed communication message(s) asynchronously by date |
| Communications | Enqueue By Keys | communications_messages/enqueue_by_keys | Execute | Resend failed communication message(s) asynchronously using keys |
| Communications | Get By Encoded Key | communications_messages/get_by_encoded_key | Read | Get communication message |
| Communications | Resend | communications_messages/resend | Execute | Resend failed communication message(s) |
| Communications | Search | communications_messages/search | Read | Searching communication messages |
| Communications | Send | communications_messages/send | Execute | Send communication message |
| Configuration – Accounting Rules | Get | configuration_accounting_rules_yaml/get | Read | Retrieve accounting rules configuration |
| Configuration – Accounting Rules | Update | configuration_accounting_rules_yaml/update | Execute | Update the current accounting rules configuration |
| Configuration – Authorization Holds | Get | configuration_authorization_holds_yaml/get | Read | Get authorization holds configuration |
| Configuration – Authorization Holds | Update | configuration_authorization_holds_yaml/update | Execute | Update authorization holds configuration |
| Configuration – Branches | Get | configuration_branches_yaml/get | Read | Get branches configuration |
| Configuration – Branches | Update | configuration_branches_yaml/update | Execute | Update branch configuration |
| Configuration – Centres | Get | configuration_centres_yaml/get | Read | Get centres configuration |
| Configuration – Centres | Update | configuration_centres_yaml/update | Execute | Update centres configuration |
| Configuration – Client Roles | Get | configuration_client_roles_yaml/get | Read | Get client roles configuration |
| Configuration – Client Roles | Update | configuration_client_roles_yaml/update | Execute | Update client roles configuration |
| Configuration – Currencies | Get | configuration_currencies_yaml/get | Read | Get currencies configuration |
| Configuration – Currencies | Update | configuration_currencies_yaml/update | Execute | Update currencies configuration |
| Configuration – Custom Fields | Get | configuration_custom_fields/get | Read | Get custom field definitions configuration |
| Configuration – Custom Fields | Get Template | configuration_custom_fields/get_template | Read | Get custom field definitions configuration |
| Configuration – Custom Fields | Update | configuration_custom_fields/update | Execute | Update custom field definitions configuration |
| Configuration – Deposit Products | Get | configuration_deposit_products_yaml/get | Read | Get configuration for all deposit products |
| Configuration – Deposit Products | Update | configuration_deposit_products_yaml/update | Execute | Update all deposit products configuration |
| Configuration – End of Day Processing | Get | configuration_end_of_day_processing_yaml/get | Read | Get end of day processing configuration |
| Configuration – End of Day Processing | Update | configuration_end_of_day_processing_yaml/update | Execute | Update end of day processing configuration |
| Configuration – Group Role Names | Get | configuration_group_role_names_yaml/get | Read | Get group role names configuration |
| Configuration – Group Role Names | Update | configuration_group_role_names_yaml/update | Execute | Update group role names configuration |
| Configuration – Holidays | Get | configuration_holidays_yaml/get | Read | Get holidays configuration |
| Configuration – Holidays | Update | configuration_holidays_yaml/update | Execute | Update holidays configuration |
| Configuration – ID Document Templates | Get | configuration_id_document_templates_yaml/get | Read | Get ID templates configuration |
| Configuration – ID Document Templates | Update | configuration_id_document_templates_yaml/update | Execute | Update ID templates configuration |
| Configuration – Index Rates | Get | configuration_index_rates_yaml/get | Read | Get index rates configuration |
| Configuration – Index Rates | Update | configuration_index_rates_yaml/update | Execute | Update index rates configuration |
| Configuration – Internal Controls | Get | configuration_internal_controls_yaml/get | Read | Get internal controls configuration |
| Configuration – Internal Controls | Update | configuration_internal_controls_yaml/update | Execute | Update internal controls configuration |
| Configuration – Labels | Get | configuration_labels_yaml/get | Read | Get object labels configuration |
| Configuration – Labels | Update | configuration_labels_yaml/update | Execute | Update object labels configuration |
| Configuration – Loan Products | Get | configuration_loan_products_yaml/get | Read | Allows you to get or update the loan products configuration. |
| Configuration – Loan Products | Update | configuration_loan_products_yaml/update | Execute | Update loan products configuration |
| Configuration – Loan Risk Levels | Get | configuration_loan_risk_levels_yaml/get | Read | Get loan risk levels configuration |
| Configuration – Loan Risk Levels | Update | configuration_loan_risk_levels_yaml/update | Execute | Update loan risk levels configuration |
| Configuration – Organisation | Get | configuration_organization/get | Read | Get organization details configuration |
| Configuration – Organisation | Get Template | configuration_organization/getTemplate | Read | Get organization details configuration template |
| Configuration – Organisation | Update | configuration_organization/update | Execute | Update organization details configuration |
| Configuration – Transaction Channels | Get | configuration_transaction_channels_yaml/get | Read | Get transaction channels configuration |
| Configuration – Transaction Channels | Update | configuration_transaction_channels_yaml/update | Execute | Update transaction channels configuration |
| Configuration – User Roles | Get | configuration_user_roles/get | Read | Get user roles configuration |
| Configuration – User Roles | Get Template | configuration_user_roles/getTemplate | Read | Get user roles configuration template |
| Configuration – User Roles | Update | configuration_user_roles/update | Execute | Update user roles configuration |
| Credit Arrangements | Add Account | credit_arrangements/add_account | Execute | Add account to credit arrangement |
| Credit Arrangements | Change State | credit_arrangements/change_state | Execute | Change credit arrangement state |
| Credit Arrangements | Create | credit_arrangements/create | Execute | Create credit arrangement |
| Credit Arrangements | Delete | credit_arrangements/delete | Execute | Delete credit arrangement |
| Credit Arrangements | Get By ID | credit_arrangements/get_by_id | Read | Get credit arrangement |
| Credit Arrangements | Get Schedule | credit_arrangements/get_schedule | Read | Get credit arrangement schedule |
| Credit Arrangements | List | credit_arrangements/list | Read | Get credit arrangements |
| Credit Arrangements | List Accounts | credit_arrangements/list_accounts | Read | Get all loan and deposit accounts linked to credit arrangement |
| Credit Arrangements | Patch | credit_arrangements/patch | Execute | Partially update credit arrangement |
| Credit Arrangements | Remove Account | credit_arrangements/remove_account | Execute | Remove account from credit arrangement |
| Credit Arrangements | Search | credit_arrangements/search | Read | Search credit arrangements |
| Credit Arrangements | Update | credit_arrangements/update | Execute | Update credit arrangement |
| Currencies | Create | currencies/create | Execute | Create currency |
| Currencies | Delete | currencies/delete | Execute | Delete currency by code |
| Currencies | Get | currencies/get | Read | Get currency by code |
| Currencies | List | currencies/list | Read | Get all currencies |
| Currencies | Update | currencies/update | Execute | Update currency by code |
| Currencies – Accounting Rates | Create | currencies_accounting_rates/create | Execute | Create accounting rates |
| Currencies – Accounting Rates | List | currencies_accounting_rates/list | Read | Get accounting rates |
| Currencies – Exchange Rates | Create | currencies_rates/create | Execute | Post exchange rates for a specific currency. |
| Currencies – Exchange Rates | List | currencies_rates/list | Read | Get exchange rates for a specific currency. |
| Custom Field Sets | List | custom_field_sets/list | Read | Get custom field sets |
| Custom Field Sets | List By Set ID | custom_field_sets/list_by_set_id | Read | Get custom field definitions by custom field set |
| Custom Fields | Get By ID | custom_fields/get_by_id | Read | Get custom field definition |
| Deposit Products | Batch Update | deposit_products/batch_update | Execute | Perform a batch update action on the specified deposit product |
| Deposit Products | Create | deposit_products/create | Execute | Create deposit product |
| Deposit Products | Delete | deposit_products/delete | Execute | Delete deposit product |
| Deposit Products | Get By ID | deposit_products/get_by_id | Read | Get deposit product |
| Deposit Products | List | deposit_products/list | Read | Get deposit products |
| Deposit Products | Patch | deposit_products/patch | Execute | Partially update deposit product |
| Deposit Products | Update | deposit_products/update | Execute | Update deposit product |
| Deposit Transactions | Adjust | deposits_transactions/adjust | Execute | Adjust a deposit transaction, which may bulk adjust multiple transactions |
| Deposit Transactions | Adjust Interest | deposits_transactions/adjust_interest | Execute | Adjust interest on a deposit account |
| Deposit Transactions | Apply Fee | deposits_transactions/apply_fee | Execute | Apply a fee on a deposit account |
| Deposit Transactions | Edit Transaction Details | deposits_transactions/edit_transaction_details | Execute | Edit custom information or notes for deposit transaction |
| Deposit Transactions | Get By ID | deposits_transactions/get_by_id | Read | Get deposit transaction |
| Deposit Transactions | Get Deposit Transaction Document | deposits_transactions/get_deposit_transaction_document | Read | Get deposit transaction document |
| Deposit Transactions | List | deposits_transactions/list | Read | Get deposit transactions |
| Deposit Transactions | Make Bulk Deposits | deposits_transactions/make_bulk_deposits | Execute | Create bulk deposit transactions. |
| Deposit Transactions | Make Deposit | deposits_transactions/make_deposit | Execute | Create deposit transaction |
| Deposit Transactions | Make Deposit Async | deposits_transactions/make_deposit_async | Execute | Create deposit transaction |
| Deposit Transactions | Make Seizure | deposits_transactions/make_seizure | Execute | Seize a block amount on a deposit account |
| Deposit Transactions | Make Transfer | deposits_transactions/make_transfer | Execute | Create transfer transaction |
| Deposit Transactions | Make Withdrawal | deposits_transactions/make_withdrawal | Execute | Create withdrawal transaction |
| Deposit Transactions | Make Withdrawal Async | deposits_transactions/make_withdrawal_async | Execute | Create withdrawal transaction |
| Deposit Transactions | Search | deposits_transactions/search | Read | Search deposit transactions for deposit accounts by various criteria |
| Deposits | Apply Interest | deposits/apply_interest | Execute | Represents information to apply accrued interest. |
| Deposits | Bulk Update Accounts | deposits/bulk_update_accounts | Execute | Bulk update deposit accounts |
| Deposits | Bulk Update Product Keys | deposits/bulk_update_product_keys | Execute | Bulk update deposit account product types |
| Deposits | Change Interest Rate | deposits/change_interest_rate | Execute | Change deposit account interest rate |
| Deposits | Change State | deposits/change_state | Execute | Represents the information to post an action, such as approving a deposit account. |
| Deposits | Change Withholding Tax | deposits/change_withholding_tax | Execute | Change deposit account withholding tax rate |
| Deposits | Create | deposits/create | Execute | Create deposit account |
| Deposits | Create Authorization Hold | deposits/create_authorization_hold | Execute | Create an authorization hold corresponding to a given account |
| Deposits | Create Block Fund | deposits/create_block_fund | Execute | Create a block fund for the account |
| Deposits | Create Card | deposits/create_card | Execute | Represents the information needed to create and associate a new card to an account. |
| Deposits | Create Interest Availability | deposits/create_interest_availability | Execute | Create Interest Availability |
| Deposits | Delete | deposits/delete | Execute | Delete inactive deposit account |
| Deposits | Delete Card | deposits/delete_card | Execute | Represents the information needed to delete a card associated to an account using its reference token. |
| Deposits | Delete Interest Availability | deposits/delete_interest_availability | Execute | Delete Interest Availability |
| Deposits | Get Authorization Hold By ID | deposits/get_authorization_hold_by_id | Read | Get account authorization hold |
| Deposits | Get Balances | deposits/get_balances | Read | Get historical balances for the deposit account |
| Deposits | Get By ID | deposits/get_by_id | Read | Get deposit account |
| Deposits | Get Deposit Account Document | deposits/get_deposit_account_document | Read | Get deposit account document |
| Deposits | Get Funded Loans | deposits/get_funded_loans | Read | Get all loan accounts funded by the deposit account with the given ID or encoded key |
| Deposits | Get Interest Availabilities List | deposits/get_interest_availabilities_list | Read | Get Interest Availabilities |
| Deposits | Get Interest Availability By ID | deposits/get_interest_availability_by_id | Read | Get Interest Availability |
| Deposits | Get PDF Document | deposits/get_pdf_document | Read | Download deposit account document PDF |
| Deposits | Get Schedule For Funded Account | deposits/get_schedule_for_funded_account | Read | Allows 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. |
| Deposits | Get Withholding Tax History | deposits/get_withholding_tax_history | Read | Get deposit account withholding tax history |
| Deposits | List | deposits/list | Read | Get deposit accounts |
| Deposits | List Authorization Holds | deposits/list_authorization_holds | Read | Get authorization holds related to a deposit account, ordered from newest to oldest by creation date |
| Deposits | List Blocks | deposits/list_blocks | Read | Get all block funds for a deposit account |
| Deposits | List Cards | deposits/list_cards | Read | Get cards associated with an account |
| Deposits | Make Bulk Interest Account Settings Availabilities | deposits/make_bulk_interest_account_settings_availabilities | Execute | Create Interest Availabilities for a group of accounts |
| Deposits | Make Multiple Transactions Async | deposits/make_multiple_transactions_async | Execute | Create multiple transactions for an account |
| Deposits | Migrate | deposits/migrate | Execute | Migrate deposit accounts |
| Deposits | Patch | deposits/patch | Execute | Partially update deposit account |
| Deposits | Patch Block Fund | deposits/patch_block_fund | Execute | Updates 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. |
| Deposits | Reopen | deposits/reopen | Execute | Reopen a deposit account |
| Deposits | Reverse Authorization Hold | deposits/reverse_authorization_hold | Execute | Reverse account authorization hold |
| Deposits | Search | deposits/search | Read | Search deposit accounts |
| Deposits | Start Maturity | deposits/start_maturity | Execute | Represents the information to post an action, such as approving a deposit account. |
| Deposits | Transfer Ownership | deposits/transfer_ownership | Execute | Transfer the account ownership from current account holder to a new one (client/group). |
| Deposits | Unblock Fund | deposits/unblock_fund | Execute | Unblock a previously blocked fund for a deposit account |
| Deposits | Undo Maturity | deposits/undo_maturity | Execute | Represents the action to undo the maturity period for the specified deposit account. |
| Deposits | Update | deposits/update | Execute | Update deposit account |
| Deposits | Update Interest Availability | deposits/update_interest_availability | Execute | Update Interest Availability |
| Deposits – Balance Summary | List | deposits_balance_summary/list | Read | Get balance summary for the deposit account |
| Deposits – Balance Summary | Search | deposits_balance_summary/search | Read | Search deposit account balance summary |
| Deposits – Download | Search File Download | deposits_download/search_file_download | Read | Search deposit accounts |
| Documents | Create Document | documents/create_document | Execute | Create document |
| Documents | Delete Document By ID | documents/delete_document_by_id | Execute | Delete document |
| Documents | Download Document By ID | documents/download_document_by_id | Read | Download document |
| Documents | Get Documents By Entity ID | documents/get_documents_by_entity_id | Read | Get all documents' metadata |
| Extension Points | Get Process Definitions | extension_points/get_process_definitions | Read | Get process definitions for extension point phases |
| Extension Points | List | extension_points/list | Read | Get all extension points |
| Extension Points | Store Process Definitions | extension_points/store_process_definitions | Execute | Attach process definitions to extension point phases |
| GL Accounts | Create | gl_accounts/create | Execute | Create general ledger account |
| GL Accounts | Get By ID | gl_accounts/get_by_id | Read | Get general ledger account |
| GL Accounts | List | gl_accounts/list | Read | Get general ledger accounts |
| GL Accounts | Patch | gl_accounts/patch | Execute | Partially update an existing general ledger account |
| GL Journal Entries | Create | gl_journal_entries/create | Execute | Create general ledger journal entries. |
| GL Journal Entries | List | gl_journal_entries/list | Read | Get general ledger journal entries |
| GL Journal Entries | Search | gl_journal_entries/search | Read | Search for general ledger journal entries |
| Groups | Create | groups/create | Execute | Create group |
| Groups | Delete | groups/delete | Execute | Delete group |
| Groups | Get By ID | groups/get_by_id | Read | Get group |
| Groups | Get Credit Arrangements By Group ID Or Key | groups/get_credit_arrangements_by_group_id_or_key | Read | Credit arrangements list returned. |
| Groups | List | groups/list | Read | Get groups |
| Groups | Patch | groups/patch | Execute | Partially update group |
| Groups | Search | groups/search | Read | Search groups |
| Groups | Update | groups/update | Execute | Update group |
| Index Rate Sources | Get By ID | index_rate_sources/get_by_id | Read | Get index rate sources |
| Index Rate Sources | List | index_rate_sources/list | Read | Get index rate sources |
| Index Rate Sources | List Index Rates | index_rate_sources/list_index_rates | Read | Get index rates for a source |
| Installments | List | installments/list | Read | Get installments for ACTIVE or ACTIVE_IN_ARREARS loan accounts |
| Loan Products | Create | loan_products/create | Execute | Create loan product |
| Loan Products | Delete | loan_products/delete | Execute | Delete loan product |
| Loan Products | Get By ID | loan_products/get_by_id | Read | Get loan product |
| Loan Products | List | loan_products/list | Read | Get loan products |
| Loan Products | Patch | loan_products/patch | Execute | Partially update loan product |
| Loan Products | Update | loan_products/update | Execute | Update loan product |
| Loan Transactions | Adjust | loans_transactions/adjust | Execute | Adjust loan transaction |
| Loan Transactions | Apply Fee | loans_transactions/apply_fee | Execute | Apply a fee on a loan account |
| Loan Transactions | Apply Lock | loans_transactions/apply_lock | Execute | Lock loan account income sources (interest, fees, penalties) |
| Loan Transactions | Apply Payment Made | loans_transactions/apply_payment_made | Execute | Make payment in redraw balance for loan account |
| Loan Transactions | Apply Unlock | loans_transactions/apply_unlock | Execute | Unlock loan account income sources (interest, fees, penalties) |
| Loan Transactions | Get By ID | loans_transactions/get_by_id | Read | Get loan transaction |
| Loan Transactions | Get Transactions For All Versions | loans_transactions/get_transactions_for_all_versions | Read | Get loan transactions for all loan account versions |
| Loan Transactions | List | loans_transactions/list | Read | Get loan transactions |
| Loan Transactions | Make Deposit On Credit Balance | loans_transactions/make_deposit_on_credit_balance | Execute | Represents the information for creating a transaction of type CREDIT_BALANCE_DEPOSIT. |
| Loan Transactions | Make Disbursement | loans_transactions/make_disbursement | Execute | Make a disbursement on a loan |
| Loan Transactions | Make Principal Overpayment | loans_transactions/make_principal_overpayment | Execute | Make non-scheduled principal overpayment transaction on loan account |
| Loan Transactions | Make Redraw Repayment | loans_transactions/make_redraw_repayment | Execute | Make a redraw repayment transaction on a loan |
| Loan Transactions | Make Refund | loans_transactions/make_refund | Execute | Make refund transaction on loan account |
| Loan Transactions | Make Repayment | loans_transactions/make_repayment | Execute | Make repayment transaction on loan account |
| Loan Transactions | Make Withdrawal | loans_transactions/make_withdrawal | Execute | Make withdrawal from redraw balance |
| Loan Transactions | Search | loans_transactions/search | Read | Search loan transactions |
| Loan Transactions – File Export | Search | loans_transactions_octetstream/search | Read | Search loan transactions |
| Loans | Apply Balance Interest | loans/apply_balance_interest | Execute | Apply interest on a loan account balance |
| Loans | Apply Interest | loans/apply_interest | Execute | Apply accrued interest |
| Loans | Apply Planned Fees | loans/apply_planned_fees | Execute | Apply planned fees from the past installments, as backdated or from future installments, on the first pending installment |
| Loans | Change Arrears Settings | loans/change_arrears_settings | Execute | Change arrears settings for loan account |
| Loans | Change Due-dates Settings | loans/change_due-dates_settings | Execute | Change due dates settings for loan account |
| Loans | Change Fee Rate | loans/change_fee_rate | Execute | Change loan account fee rate |
| Loans | Change Interest Rate | loans/change_interest_rate | Execute | Change loan account interest rate |
| Loans | Change Loan Term | loans/change_loan_term | Execute | Change loan account term |
| Loans | Change Periodic Payment | loans/change_periodic_payment | Execute | Change 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. |
| Loans | Change Repayment Value | loans/change_repayment_value | Execute | Change repayment value for loan account |
| Loans | Change State | loans/change_state | Execute | Change loan account state |
| Loans | Create | loans/create | Execute | Create loan account |
| Loans | Create Card | loans/create_card | Execute | Represents the information needed to create and associate a new card to an account. |
| Loans | Create Loan Account Funding Sources | loans/create_loan_account_funding_sources | Execute | Create funding sources for a loan account |
| Loans | Create Planned Fees | loans/create_planned_fees | Execute | Create planned fees |
| Loans | Delete | loans/delete | Execute | Delete loan account |
| Loans | Delete Card | loans/delete_card | Execute | Represents the information needed to delete a card associated to an account using its reference token. |
| Loans | Delete Funding Sources | loans/delete_funding_sources | Execute | Delete loan account funding sources |
| Loans | Delete Planned Fees | loans/delete_planned_fees | Execute | Delete planned fee |
| Loans | Delete Single Funding Source | loans/delete_single_funding_source | Execute | Delete loan account funding source |
| Loans | Get Balances By Loan Account ID | loans/get_balances_by_loan_account_id | Read | Get loan account balances |
| Loans | Get By ID | loans/get_by_id | Read | Get loan account |
| Loans | Get Loan Account Document | loans/get_loan_account_document | Read | Get loan account document |
| Loans | Get Loan Account RSV | loans/get_loan_account_rsv | Read | Get versioning records (RSV) for a loan |
| Loans | Get PDF Document | loans/get_pdf_document | Read | Download loan account document PDF |
| Loans | Get Versions By ID | loans/get_versions_by_id | Read | Get all versions of loan account |
| Loans | List | loans/list | Read | Get loan accounts |
| Loans | List Authorization Holds | loans/list_authorization_holds | Read | Get authorization holds related to a loan account, ordered from newest to oldest by creation date |
| Loans | List Cards | loans/list_cards | Read | Get cards associated with an account |
| Loans | List Planned Fees | loans/list_planned_fees | Read | Get planned fees |
| Loans | Migrate External | loans/migrate_external | Execute | Create loan account via external migration |
| Loans | Patch | loans/patch | Execute | Partially update loan account |
| Loans | Patch Funding Source | loans/patch_funding_source | Execute | Update loan account funding source |
| Loans | Pay Off | loans/pay_off | Execute | Pay off loan account |
| Loans | Preview Pay Off Amounts | loans/preview_pay_off_amounts | Read | Preview pay off due amounts in a future date |
| Loans | Reevaluate Collateral Assets | loans/reevaluate_collateral_assets | Execute | Update collateral asset amounts |
| Loans | Refinance | loans/refinance | Execute | Refinance loan account |
| Loans | Reschedule | loans/reschedule | Execute | Reschedule loan account |
| Loans | Search | loans/search | Read | Search loan accounts |
| Loans | Terminate Loan Account | loans/terminate_loan_account | Execute | Terminate loan account |
| Loans | Undo Refinance | loans/undo_refinance | Execute | Undo loan account refinance action |
| Loans | Undo Reschedule | loans/undo_reschedule | Execute | Undo loan account reschedule action |
| Loans | Undo Write Off | loans/undo_write_off | Execute | Undo write off for loan account |
| Loans | Update | loans/update | Execute | Update loan account |
| Loans | Update Loan Account Funding Sources | loans/update_loan_account_funding_sources | Execute | Update loan account funding sources |
| Loans | Update Planned Fees | loans/update_planned_fees | Execute | Update planned fees |
| Loans | Write Off | loans/write_off | Execute | Write off loan account |
| Loans – Download | Search File Download | loans_download/search_file_download | Read | Search loan accounts |
| Loans – Download | Search Ranges | loans_download/search_ranges | Read | Get search ranges for parallel file-download streams |
| Loans – Schedule | Edit Schedule | loans_schedule/edit_schedule | Execute | Update loan account schedule |
| Loans – Schedule | Get Schedule For Loan Account | loans_schedule/get_schedule_for_loan_account | Read | Get loan account schedule |
| Loans – Schedule | Preview Process PMT Transactionally | loans_schedule/preview_process_pmt_transactionally | Read | Preview loan account schedule using transactional processing for PMT. |
| Loans – Schedule | Preview Schedule | loans_schedule/preview_schedule | Read | Preview loan account schedule for non-existent loan account |
| Loans – Schedule | Preview Tranches On Schedule | loans_schedule/preview_tranches_on_schedule | Read | Preview loan account schedule for non-existent loan account |
| Loans – Tranches | Edit Tranches | loans_tranches/edit_tranches | Execute | Update loan account tranches list |
| Loans – Tranches | Get Tranches | loans_tranches/get_tranches | Read | Get loan account tranches list |
| Notification Settings | Get Webhook Notification Settings | notification_settings_webhook/get_webhook_notification_settings | Read | Get the webhook notification settings |
| Organisation – General Holidays | Get By ID | organization_holidays_general/get_by_id | Read | Get holiday |
| Organisation – Holidays | Get | organization_holidays/get | Read | Get holidays |
| Organisation – ID Document Templates | List | organization_identification_document_templates/list | Read | Get ID templates |
| Organisation – Non-Working Days | Get Non Working Days | organization_holidays_nonworkingdays/get_non_working_days | Read | Get non-working days |
| Organisation – Transaction Channels | Get By ID | organization_transaction_channels/get_by_id | Read | Get transaction channel |
| Organisation – Transaction Channels | List | organization_transaction_channels/list | Read | Get transaction channels |
| Process Definitions | Upload | process_definitions/upload | Execute | Upload a BPMN process definition |
| Profit Sharing – Cash Flows | Create Cash Flow | profit_sharing_cashflows/create_cash_flow | Execute | Create a new cash flow |
| Profit Sharing – Cash Flows | Create Cash Flow Settings | profit_sharing_cashflows/create_cash_flow_settings | Execute | Create new settings for a cash flow |
| Profit Sharing – Cash Flows | Get Cash Flow By ID | profit_sharing_cashflows/get_cash_flow_by_id | Read | Allows retrieval of a single cash flow |
| Profit Sharing – Cash Flows | Get Cash Flow Settings By ID | profit_sharing_cashflows/get_cash_flow_settings_by_id | Read | Retrieves the settings for a cash flow |
| Profit Sharing – Cash Flows | Get Cash Flows | profit_sharing_cashflows/get_cash_flows | Read | Allows retrieval of a list of cash flows |
| Profit Sharing – Cash Flows | Update Cash Flow | profit_sharing_cashflows/update_cash_flow | Execute | Update an existing cash flow |
| Profit Sharing – Cash Flows | Update Cash Flow Settings | profit_sharing_cashflows/update_cash_flow_settings | Execute | Update settings for an existing cash flow |
| Profit Sharing – Pools | Create Pool | profit_sharing_pools/create_pool | Execute | Create a new investment pool |
| Profit Sharing – Pools | Create Pool Settings | profit_sharing_pools/create_pool_settings | Execute | Create new settings for investment pool |
| Profit Sharing – Pools | Get Pool By ID | profit_sharing_pools/get_pool_by_id | Read | Allows retrieval of a single pool |
| Profit Sharing – Pools | Get Pool Settings By ID | profit_sharing_pools/get_pool_settings_by_id | Read | Retrieves settings for an investment pool |
| Profit Sharing – Pools | Get Pools | profit_sharing_pools/get_pools | Read | Allows retrieval of a list of pools |
| Profit Sharing – Pools | Update Pool | profit_sharing_pools/update_pool | Execute | Update an existing investment pool |
| Profit Sharing – Pools | Update Pool Settings | profit_sharing_pools/update_pool_settings | Execute | Update settings for an existing investment pool |
| Profit Sharing – Product Settings | Get Product Settings By ID | profit_sharing_product_settings/get_product_settings_by_id | Read | Allows retrieval of product settings |
| Profit Sharing – Product Settings | Search Product Settings | profit_sharing_product_settings/search_product_settings | Read | Allows the retrieval of product settings based on criteria |
| Profit Sharing – Products | List | profit_sharing_products/list | Read | Allows retrieval of Islamic savings products |
| Profit Sharing – Proposals | Approve Proposal | profit_sharing_proposals/approve_proposal | Execute | Allows approval of a proposal |
| Profit Sharing – Proposals | Find Proposal Account Details | profit_sharing_proposals/find_proposal_account_details | Read | Allows the retrieval of proposal accounts details and account payment/profit cycle calculation by proposal id and other params. |
| Profit Sharing – Proposals | Find Proposals | profit_sharing_proposals/find_proposals | Read | Allows the retrieval of proposals calculation |
| Tasks | Create | tasks/create | Execute | Create task |
| Tasks | Delete | tasks/delete | Execute | Delete task |
| Tasks | Get By ID | tasks/get_by_id | Read | Get task |
| Tasks | List | tasks/list | Read | Gets tasks |
| Tasks | Patch | tasks/patch | Execute | Partially update task |
| Tasks | Update | tasks/update | Execute | Update task |
| Templates | Get By ID | templates/get_by_id | Read | Get template by id |
| User Roles | Get By ID | user_roles/get_by_id | Read | Get user role |
| User Roles | List | user_roles/list | Read | Get user roles |
| Users | Create | users/create | Execute | Create user |
| Users | Get By ID | users/get_by_id | Read | Get user |
| Users | List | users/list | Read | Get users |