For AI agents: visit https://docs.moderntreasury.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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Modern Treasury API

  • Getting Started

Topics

  • Authentication
  • Live vs. Test Mode
  • Status Codes
  • Errors
  • Metadata
  • Idempotent Requests
  • Rate Limits
  • Pagination
  • Timestamps
  • External IDs
  • IP Addresses
  • Webhooks
    • Balance Report Webhooks
    • Bulk Request Webhooks
    • Connection Legal Entity Webhooks
    • Expected Payment Webhooks
    • External Account Webhooks
    • Incoming Payment Detail Webhooks
    • Internal Account Webhooks
    • Invoice Webhooks
    • Ledger Account Webhooks
    • Ledger Account Balance Monitor Webhooks
    • Ledger Account Settlement Webhooks
    • Ledger Transaction Webhooks
    • Legal Entity Webhooks
    • Payment Order Webhooks
    • Payment Reference Webhooks
    • Return Webhooks
    • Reversal Webhooks
    • Transaction Webhooks
    • User Onboarding Webhooks
    • Virtual Account Webhooks
  • MCP

Payments

  • Payment Orders
    • Create Payment Orderpost
    • Example Requests
    • Async Create Payment Orderpost
    • List Payment Ordersget
    • Get Payment Orderget
    • Update Payment Orderpatch
    • Line Items
      • List Line Itemsget
      • Get Line Itemget
      • Update Line Itempatch
  • Counterparties
    • Create Counterpartypost
    • Example Requests
    • List Counterpartiesget
    • Get Counterpartyget
    • Update Counterpartypatch
    • Collect Account Detailspost
    • Delete Counterpartydel
  • External Accounts
    • Create External Accountpost
    • List External Accountsget
    • Get External Accountget
    • Update External Accountpatch
    • Delete External Accountdel
    • Initiate Verificationpost
    • Complete Verificationpost
    • Account Details
      • Create Account Detailpost
      • List Account Detailsget
      • Get Account Detailget
      • Delete Account Detaildel
    • Contact Details
      • Create Contact Detailspost
      • List Contact Detailsget
      • Get Contact Detailget
      • Delete Contact Detaildel
    • Routing Details
      • Create Routing Detailpost
      • List Routing Detailsget
      • Get Routing Detailget
      • Delete Routing Detaildel
  • Legal Entities
    • Create Legal Entitypost
    • Update Legal Entitypatch
    • Get Legal Entityget
    • List Legal Entitiesget
    • Example Requests
    • Legal Entity Associations
    • Identifications
  • Internal Accounts
    • Create Internal Accountpost
    • List Internal Accountsget
    • Get Internal Accountget
    • Update Internal Accountpatch
    • Request To Close Internal Accountpost
  • Balance Reports
    • Balances
    • Create Balance Reportpost
    • List Balance Reportsget
    • Get Balance Reportget
  • Returns
    • Create Returnpost
    • List Returnsget
    • Get Returnget
  • Incoming Payment Details
    • List Incoming Payment Detailsget
    • Get Incoming Payment Detailget
    • Update Incoming Payment Detailpatch
  • Payment References
    • Get Payment Referenceget
    • List Payment Referencesget
  • Payment Actions
    • Create Payment Actionpost
    • Update Payment Actionpatch
    • List Payment Actionsget
    • Get Payment Actionget
  • Expected Payments
    • Create Expected Paymentpost
    • Example Requests
    • List Expected Paymentsget
    • Get Expected Paymentget
    • Update Expected Paymentpatch
    • Archive Expected Paymentdel
  • Transactions
    • Transaction Line Items
      • Create Transaction Line Itemspost
      • List Transaction Line Itemsget
      • Delete Transaction Line Itemsdel
    • Create Transactionpost
    • List Transactionsget
    • Get Transactionget
    • Update Transactionpatch
    • Delete Transactiondel

Bring Your Own Bank

  • Payment Orders
    • Create Payment Orderpost
    • Async Create Payment Orderpost
    • List Payment Ordersget
    • Get Payment Orderget
    • Update Payment Orderpatch
  • Internal Accounts
    • Create Internal Accountpost
    • List Internal Accountsget
    • Get Internal Accountget
    • Update Internal Accountpatch
    • Request To Close Internal Accountpost
  • Reversals
    • Create Reversalpost
    • Get Reversalget
    • List Reversalsget
  • Holds
    • Create a Holdpost
    • List Holdsget
  • Virtual Accounts
    • Create Virtual Accountpost
    • List Virtual Accountsget
    • Get Virtual Accountget
    • Update Virtual Accountpatch
    • Delete Virtual Accountdel
  • Connections
    • Create Connectionpost
    • List Connectionsget
  • Connection Legal Entities
    • Create Connection Legal Entitypost
    • Get Connection Legal Entityget
    • List Connection Legal Entitiesget
  • Account Capabilities
    • Update Account Capabilitypatch
  • Foreign Exchange Rates
  • Foreign Exchange Quotes
    • Create Foreign Exchange Quotepost
    • Example Requests
    • List Foreign Exchange Quotesget
    • Get Foreign Exchange Quoteget

Ledgers

  • Ledgers
    • Create Ledgerpost
    • List Ledgersget
    • Get Ledgerget
    • Update Ledgerpatch
    • Delete Ledgerdel
  • Ledger Accounts
    • Create Ledger Accountpost
    • List Ledger Accountsget
    • Get Ledger Accountget
    • Update Ledger Accountpatch
    • Delete Ledger Accountdel
  • Ledger Transactions
    • Create Ledger Transactionpost
    • List Ledger Transactionsget
    • Get Ledger Transactionget
    • Update Ledger Transactionpatch
    • List Ledger Transaction Versionsget
    • Create Ledger Transaction Reversalpost
    • Create Ledger Transaction Partial Postpost
  • Ledger Entries
    • List Ledger Entriesget
    • Get Ledger Entryget
    • Update Ledger Entrypatch
  • Ledger Account Categories
    • Create Ledger Account Categorypost
    • List Ledger Account Categoriesget
    • Get Ledger Account Categoryget
    • Update Ledger Account Categorypatch
    • Delete Ledger Account Categorydel
    • Add Ledger Account to Categoryput
    • Remove Ledger Account from Categorydel
    • Add Ledger Account Category to Categoryput
    • Remove Ledger Account Category from Categorydel
  • Ledger Account Settlements
    • Create Ledger Account Settlementpost
    • List Ledger Account Settlementsget
    • Get Ledger Account Settlementget
    • Update Ledger Account Settlementpatch
    • Add Ledger Entries to Settlementpatch
    • Remove Ledger Entries from Settlementdel
  • Ledger Account Statements
    • Create Ledger Account Statementpost
    • Get Ledger Account Statementget
  • Ledger Account Balance Monitors
    • Create Ledger Account Balance Monitorpost
    • List Ledger Account Balance Monitorsget
    • Get Ledger Account Balance Monitorget
    • Update Ledger Account Balance Monitorpatch
    • Delete Ledger Account Balance Monitordel
  • Ledger Balances

Utilities

  • Entity Links
    • Create Entity Linkpost
    • Delete Entity Linkdel
    • List Entity Linksget
    • Get Entity Linkget
  • Bulk Requests
    • Create Bulk Requestpost
    • Get Bulk Requestget
    • List Bulk Requestsget
  • Bulk Results
    • Get Bulk Resultget
    • List Bulk Resultsget
  • API Keys
    • Current API Keyget
  • Events
    • List Eventsget
    • Get Eventget
  • Webhook Events
    • Create Webhook Eventpost
    • Get Webhook Eventget
  • Webhook Endpoints
    • Create Webhook Endpointpost
    • List Webhook Endpointsget
    • Get Webhook Endpointget
    • Update Webhook Endpointpatch
    • Delete Webhook Endpointdel
  • Addresses
  • Documents
    • Create Documentpost
    • List Documentsget
    • Get Documentget
    • Download Documentget
  • Routing Numbers
    • Validate Routing Numberget

Simulation Endpoints

  • Incoming Payment Detail
    • Simulate Incoming Payment Detailpost
  • Legal Entity
    • Simulate Legal Entity Status Change

Embeddable Flows

  • Invoices
    • Create Invoicepost
    • Get Invoiceget
    • List Invoicesget
    • Update Invoicepatch
    • Add Payment Order to Invoiceput
  • Invoice Line Items
    • Create Invoice Line Itempost
    • Get InvoiceLineItemget
    • List Invoice Line Itemsget
    • Update Invoice Line Itempatch
    • Delete Invoice Line Itemdel
  • Account Collection Flows
    • Create Account Collection Flowpost
    • List Account Collection Flowsget
    • Get Account Collection Flowget
    • Update Account Collection Flowpatch
  • Payment Flows
    • Create Payment Flowpost
    • List Payment Flowsget
    • Get Payment Flowget
    • Update Payment Flowpatch
  • Overview
    • Installation
    • Initialization
    • Embeddable Flow
      • Create Embeddable Flow
      • Mount Embeddable Flow
      • Unmount Embeddable Flow

Journal Reports

  • Journal Reports
    • List Journal Reportsget
    • Get Journal Reportget
    • Update Journal Reportpatch
  • Journal Entries
    • List Journal Entriesget
    • Get Journal Entryget
  • Journal Sources
    • List Journal Sourcesget
    • Get Journal Sourceget
Powered by 

Embeddable Flow

An EmbeddableFlow is a object that allows you to embed and manage our pre-built UIs in your application. You can use EmbeddableFlows to embed Account Collection Flows or Payment Flows.

Updated 3 months ago


What’s Next

  • Create Embeddable Flow
  • Mount Embeddable Flow
  • Unmount Embeddable Flow

Updated 3 months ago


What’s Next

  • Create Embeddable Flow
  • Mount Embeddable Flow
  • Unmount Embeddable Flow