Money

Point a Plaid connection at the account it feeds

Checks the account is one Plaid actually shares and is in the same currency, then turns the portfolio account’s own feed into a bank feed rather than adding a second one. Linking the same pair again changes nothing; re-pointing either side of an existing pair is refused until it is disconnected, so nothing is left reading, or billed, without the owner knowing. Where both sides carry an IBAN and they differ, the pair is refused unless correctIban writes the bank’s onto the portfolio account, with an audit line; an account Plaid shares without an IBAN is paired on the owner’s own choice. While bank accounts are charged, a pair that adds an account takes an owner on screen and a plan in trial or active, and one past the accounts the plan includes also takes agreed at the team’s current price. Owners only.

post/api/v1/banking/plaid/link

Request

  • Base URL: http://localhost:5180
  • URL: http://localhost:5180/api/v1/banking/plaid/link
  • Auth: API key in cookie better-auth.session_token

Request body

connectionIdstring required

Stable record id, e.g. lse_012.

bankAccountIdstring required

The account in the portfolio.

externalAccountIdstring required

Plaid’s own id for the account, from /plaid/exchange.

correctIbanboolean

Where the two IBANs differ, true writes the bank’s IBAN onto the portfolio account, with an audit line, and links them.

Response

The pair, and the feed it wrote.

okunknown required

Changes

No recorded changes to this operation across all 1 revision of this API.