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Get Started

  • Platform Overview
  • Platform Quickstart
  • Configure your API client for Performance & Reliability

Developer Tools

  • API Keys
    • Create an API key
    • Retrieve an API key
    • Edit an API key
    • Deactivate an API key
  • Webhooks
    • Best Practices
    • View webhook events
    • Add a webhook endpoint
    • Verify a webhook event
    • Resend a webhook
  • Request Logs
    • View request logs
  • SDKs & Libraries
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    • Java/Kotlin
    • Ruby
    • OpenAPI Specification

User Management

  • User Invitations Overview
    • Invite a new user
  • Roles and Permissions
    • Standard Options for Permission Sets and Roles
    • Application Access Management
    • API Key Permissions
  • Single Sign On (SSO)
  • System for Cross-domain Identity Management (SCIM)
    • Connect Your Identity Provider
    • Assign Permissions to Directory Synced Groups
    • Manage users with SCIM
    • Manage groups with SCIM
  • Multi-Factor Authentication Overview
    • Enable Multi-Factor Authentication

Organizations

  • Organizations Overview
    • Create a new Organization
  • Sandbox Overview
    • Create a new sandbox
    • Reset your sandbox
  • Determine your cell

Interfaces

  • Interfaces Overview
  • Dashboard Overview
  • Exports Overview
  • Reporting Overview
    • Create a Report
    • Schedule send a Report
    • Export a Report
    • Manage Report access
    • Report on Payment Orders and Transactions
  • Bulk Imports Overview
  • Pre-Built UIs

SECURITY

  • Security Overview
  • IP Allowlist
    • Configure allowed IP addresses
  • Audit Trail
    • View the full audit trail
  • Organization Change Approvals
    • Approving or Denying an Organization Change
    • Roles and Permissions (User Management) Changes
    • Payment Approval Rule Changes
    • Transaction Categorization Rule Changes

Integrations

  • Push to Warehouse
    • Push to Warehouse Schema
    • Push to Warehouse UI
    • Push to Warehouse IP Addresses
  • SIEM Integration
    • SIEM detection with DataDog
    • Supported destinations for SIEM

Email Customization

  • Custom Email Domains
    • Add a custom email domain

Artificial intelligence

  • AI Overview

Ruby

Our Node SDK is available as a rubygem: https://rubygems.org/gems/modern_treasury

You can also view the GitHub repo: https://github.com/Modern-Treasury/modern-treasury-ruby

Updated about 5 hours ago


Java/Kotlin
OpenAPI Specification