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Banking import tools are in the banking_imports group (not in default provisioned groups). Bank account reads (list_bank_accounts, get_bank_account) are also in core. Prefer JSON custom transaction import over CSV. start_plaid_link returns a hosted Link URL for a human to open. REST guides: Importing bank data, Plaid, Custom Plaid account linking.
1

Start hosted Link

Call start_plaid_link. Optional hosted_link_params in the body. Open the returned hosted URL in a browser.
2

List and confirm accounts

After the human finishes Link, list_external_accounts. Confirm with confirm_external_account or drop with exclude_external_account (destructive).
3

Check connection health

get_bank_connection_status refreshes Plaid/external-account status after Link.
4

Repair a disconnected item

start_plaid_repair starts update-mode Link. Body must include plaid_item_id. Returns a hosted URL.
Search phrases: hosted Link URL, repair, reconnect, confirm account, exclude account.

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Custom bank accounts

CRUD plus:
  • set_custom_bank_account_opening_balance
  • import_custom_bank_transactions — JSON, preferred
  • import_custom_bank_transactions_csv
  • list_transaction_imports, archive_transaction_import (destructive)
  • archive_custom_bank_account (destructive), reactivate_custom_bank_account
Search phrases: custom bank, JSON import preferred, CSV upload.