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GuidesAPI ReferenceRelease Notes

Developer Tools

  • SDKs & Libraries
    • NodeJS
    • Python
    • Go
    • Java/Kotlin
    • Ruby
    • OpenAPI Specification
  • API Keys
    • Create an API key
    • API Key Permissions
    • 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
  • Customizing Pre-Built UIs

Organization Management

  • Inviting Users
  • Roles and Permissions
    • Standard Options for Permission Sets and Roles
    • Application Access Management
  • Organization Change Approvals
    • Approving or Denying an Organization Change
    • Roles and Permissions (User Management) Changes
    • Payment Approval Rule Changes
    • Transaction Categorization Rule Changes
  • 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
  • Managing Your Environments
  • Custom Email Domains
  • Security Overview
    • Data Retention
    • Audit Trail
    • Data Privacy Controls
    • Single Sign On (SSO)
    • Enable Multi-Factor Authentication (MFA)
    • IP Allowlist

Workflows & Reporting

  • Exporting CSVs from the dashboard
  • Reporting Overview
    • Create a Report
    • Schedule send a Report
    • Export a Report
    • Manage Report access
    • Report on Payment Orders and Transactions

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

Best Practices

  • Configure your API client for Performance & Reliability
Powered by 

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 8 months ago


Java/Kotlin
OpenAPI Specification