# MxPlatformRuby::MxPlatformApi All URIs are relative to *https://api.mx.com* | Method | HTTP request | Description | | ------ | ------------ | ----------- | | [**aggregate_member**](MxPlatformApi.md#aggregate_member) | **POST** /users/{user_guid}/members/{member_guid}/aggregate | Aggregate member | | [**check_balances**](MxPlatformApi.md#check_balances) | **POST** /users/{user_guid}/members/{member_guid}/check_balance | Check balances | | [**create_category**](MxPlatformApi.md#create_category) | **POST** /users/{user_guid}/categories | Create category | | [**create_managed_account**](MxPlatformApi.md#create_managed_account) | **POST** /users/{user_guid}/managed_members/{member_guid}/accounts | Create managed account | | [**create_managed_member**](MxPlatformApi.md#create_managed_member) | **POST** /users/{user_guid}/managed_members | Create managed member | | [**create_managed_transaction**](MxPlatformApi.md#create_managed_transaction) | **POST** /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions | Create managed transaction | | [**create_member**](MxPlatformApi.md#create_member) | **POST** /users/{user_guid}/members | Create member | | [**create_tag**](MxPlatformApi.md#create_tag) | **POST** /users/{user_guid}/tags | Create tag | | [**create_tagging**](MxPlatformApi.md#create_tagging) | **POST** /users/{user_guid}/taggings | Create tagging | | [**create_transaction_rule**](MxPlatformApi.md#create_transaction_rule) | **POST** /users/{user_guid}/transaction_rules | Create transaction rule | | [**create_user**](MxPlatformApi.md#create_user) | **POST** /users | Create user | | [**delete_category**](MxPlatformApi.md#delete_category) | **DELETE** /users/{user_guid}/categories/{category_guid} | Delete category | | [**delete_managed_account**](MxPlatformApi.md#delete_managed_account) | **DELETE** /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid} | Delete managed account | | [**delete_managed_member**](MxPlatformApi.md#delete_managed_member) | **DELETE** /users/{user_guid}/managed_members/{member_guid} | Delete managed member | | [**delete_managed_transaction**](MxPlatformApi.md#delete_managed_transaction) | **DELETE** /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions/{transaction_guid} | Delete managed transaction | | [**delete_member**](MxPlatformApi.md#delete_member) | **DELETE** /users/{user_guid}/members/{member_guid} | Delete member | | [**delete_tag**](MxPlatformApi.md#delete_tag) | **DELETE** /users/{user_guid}/tags/{tag_guid} | Delete tag | | [**delete_tagging**](MxPlatformApi.md#delete_tagging) | **DELETE** /users/{user_guid}/taggings/{tagging_guid} | Delete tagging | | [**delete_transaction_rule**](MxPlatformApi.md#delete_transaction_rule) | **DELETE** /users/{user_guid}/transaction_rules/{transaction_rule_guid} | Delete transaction rule | | [**delete_user**](MxPlatformApi.md#delete_user) | **DELETE** /users/{user_guid} | Delete user | | [**download_statement_pdf**](MxPlatformApi.md#download_statement_pdf) | **GET** /users/{user_guid}/members/{member_guid}/statements/{statement_guid}.pdf | Download statement pdf | | [**enhance_transactions**](MxPlatformApi.md#enhance_transactions) | **POST** /transactions/enhance | Enhance transactions | | [**extend_history**](MxPlatformApi.md#extend_history) | **POST** /users/{user_guid}/members/{member_guid}/extend_history | Extend history | | [**fetch_statements**](MxPlatformApi.md#fetch_statements) | **POST** /users/{user_guid}/members/{member_guid}/fetch_statements | Fetch statements | | [**identify_member**](MxPlatformApi.md#identify_member) | **POST** /users/{user_guid}/members/{member_guid}/identify | Identify member | | [**list_account_numbers_by_account**](MxPlatformApi.md#list_account_numbers_by_account) | **GET** /users/{user_guid}/accounts/{account_guid}/account_numbers | List account numbers by account | | [**list_account_numbers_by_member**](MxPlatformApi.md#list_account_numbers_by_member) | **GET** /users/{user_guid}/members/{member_guid}/account_numbers | List account numbers by member | | [**list_account_owners_by_member**](MxPlatformApi.md#list_account_owners_by_member) | **GET** /users/{user_guid}/members/{member_guid}/account_owners | List account owners by member | | [**list_categories**](MxPlatformApi.md#list_categories) | **GET** /users/{user_guid}/categories | List categories | | [**list_default_categories**](MxPlatformApi.md#list_default_categories) | **GET** /categories/default | List default categories | | [**list_default_categories_by_user**](MxPlatformApi.md#list_default_categories_by_user) | **GET** /users/{user_guid}/categories/default | List default categories by user | | [**list_favorite_institutions**](MxPlatformApi.md#list_favorite_institutions) | **GET** /institutions/favorites | List favorite institutions | | [**list_holdings**](MxPlatformApi.md#list_holdings) | **GET** /users/{user_guid}/holdings | List holdings | | [**list_holdings_by_account**](MxPlatformApi.md#list_holdings_by_account) | **GET** /users/{user_guid}/accounts/{account_guid}/holdings | List holdings by account | | [**list_holdings_by_member**](MxPlatformApi.md#list_holdings_by_member) | **GET** /users/{user_guid}/members/{member_guid}/holdings | List holdings by member | | [**list_institution_credentials**](MxPlatformApi.md#list_institution_credentials) | **GET** /institutions/{institution_code}/credentials | List institution credentials | | [**list_institutions**](MxPlatformApi.md#list_institutions) | **GET** /institutions | List institutions | | [**list_managed_accounts**](MxPlatformApi.md#list_managed_accounts) | **GET** /users/{user_guid}/managed_members/{member_guid}/accounts | List managed accounts | | [**list_managed_institutions**](MxPlatformApi.md#list_managed_institutions) | **GET** /managed_institutions | List managed institutions | | [**list_managed_members**](MxPlatformApi.md#list_managed_members) | **GET** /users/{user_guid}/managed_members | List managed members | | [**list_managed_transactions**](MxPlatformApi.md#list_managed_transactions) | **GET** /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions | List managed transactions | | [**list_member_challenges**](MxPlatformApi.md#list_member_challenges) | **GET** /users/{user_guid}/members/{member_guid}/challenges | List member challenges | | [**list_member_credentials**](MxPlatformApi.md#list_member_credentials) | **GET** /users/{user_guid}/members/{member_guid}/credentials | List member credentials | | [**list_members**](MxPlatformApi.md#list_members) | **GET** /users/{user_guid}/members | List members | | [**list_merchants**](MxPlatformApi.md#list_merchants) | **GET** /merchants | List merchants | | [**list_statements_by_member**](MxPlatformApi.md#list_statements_by_member) | **GET** /users/{user_guid}/members/{member_guid}/statements | List statements by member | | [**list_taggings**](MxPlatformApi.md#list_taggings) | **GET** /users/{user_guid}/taggings | List taggings | | [**list_tags**](MxPlatformApi.md#list_tags) | **GET** /users/{user_guid}/tags | List tags | | [**list_transaction_rules**](MxPlatformApi.md#list_transaction_rules) | **GET** /users/{user_guid}/transaction_rules | List transaction rules | | [**list_transactions**](MxPlatformApi.md#list_transactions) | **GET** /users/{user_guid}/transactions | List transactions | | [**list_transactions_by_account**](MxPlatformApi.md#list_transactions_by_account) | **GET** /users/{user_guid}/accounts/{account_guid}/transactions | List transactions by account | | [**list_transactions_by_member**](MxPlatformApi.md#list_transactions_by_member) | **GET** /users/{user_guid}/members/{member_guid}/transactions | List transactions by member | | [**list_transactions_by_tag**](MxPlatformApi.md#list_transactions_by_tag) | **GET** /users/{user_guid}/tags/{tag_guid}/transactions | List transactions by tag | | [**list_user_accounts**](MxPlatformApi.md#list_user_accounts) | **GET** /users/{user_guid}/accounts | List accounts | | [**list_users**](MxPlatformApi.md#list_users) | **GET** /users | List users | | [**read_account**](MxPlatformApi.md#read_account) | **GET** /users/{user_guid}/accounts/{account_guid} | Read account | | [**read_category**](MxPlatformApi.md#read_category) | **GET** /users/{user_guid}/categories/{category_guid} | Read a custom category | | [**read_default_category**](MxPlatformApi.md#read_default_category) | **GET** /categories/{category_guid} | Read a default category | | [**read_holding**](MxPlatformApi.md#read_holding) | **GET** /users/{user_guid}/holdings/{holding_guid} | Read holding | | [**read_institution**](MxPlatformApi.md#read_institution) | **GET** /institutions/{institution_code} | Read institution | | [**read_managed_account**](MxPlatformApi.md#read_managed_account) | **GET** /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid} | Read managed account | | [**read_managed_member**](MxPlatformApi.md#read_managed_member) | **GET** /users/{user_guid}/managed_members/{member_guid} | Read managed member | | [**read_managed_transaction**](MxPlatformApi.md#read_managed_transaction) | **GET** /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions/{transaction_guid} | Read managed transaction | | [**read_member**](MxPlatformApi.md#read_member) | **GET** /users/{user_guid}/members/{member_guid} | Read member | | [**read_member_status**](MxPlatformApi.md#read_member_status) | **GET** /users/{user_guid}/members/{member_guid}/status | Read member status | | [**read_merchant**](MxPlatformApi.md#read_merchant) | **GET** /merchants/{merchant_guid} | Read merchant | | [**read_merchant_location**](MxPlatformApi.md#read_merchant_location) | **GET** /merchant_locations/{merchant_location_guid} | Read merchant location | | [**read_statement_by_member**](MxPlatformApi.md#read_statement_by_member) | **GET** /users/{user_guid}/members/{member_guid}/statements/{statement_guid} | Read statement by member | | [**read_tag**](MxPlatformApi.md#read_tag) | **GET** /users/{user_guid}/tags/{tag_guid} | Read tag | | [**read_tagging**](MxPlatformApi.md#read_tagging) | **GET** /users/{user_guid}/taggings/{tagging_guid} | Read tagging | | [**read_transaction**](MxPlatformApi.md#read_transaction) | **GET** /users/{user_guid}/transactions/{transaction_guid} | Read transaction | | [**read_transaction_rule**](MxPlatformApi.md#read_transaction_rule) | **GET** /users/{user_guid}/transaction_rules/{transaction_rule_guid} | Read transaction rule | | [**read_user**](MxPlatformApi.md#read_user) | **GET** /users/{user_guid} | Read user | | [**request_connect_widget_url**](MxPlatformApi.md#request_connect_widget_url) | **POST** /users/{user_guid}/connect_widget_url | Request connect widget url | | [**request_o_auth_window_uri**](MxPlatformApi.md#request_o_auth_window_uri) | **GET** /users/{user_guid}/members/{member_guid}/oauth_window_uri | Request oauth window uri | | [**request_widget_url**](MxPlatformApi.md#request_widget_url) | **POST** /users/{user_guid}/widget_urls | Request widget url | | [**resume_aggregation**](MxPlatformApi.md#resume_aggregation) | **PUT** /users/{user_guid}/members/{member_guid}/resume | Resume aggregation | | [**update_account_by_member**](MxPlatformApi.md#update_account_by_member) | **PUT** /users/{user_guid}/members/{member_guid}/accounts/{account_guid} | Update account by member | | [**update_category**](MxPlatformApi.md#update_category) | **PUT** /users/{user_guid}/categories/{category_guid} | Update category | | [**update_managed_account**](MxPlatformApi.md#update_managed_account) | **PUT** /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid} | Update managed account | | [**update_managed_member**](MxPlatformApi.md#update_managed_member) | **PUT** /users/{user_guid}/managed_members/{member_guid} | Update managed member | | [**update_managed_transaction**](MxPlatformApi.md#update_managed_transaction) | **PUT** /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions/{transaction_guid} | Update managed transaction | | [**update_member**](MxPlatformApi.md#update_member) | **PUT** /users/{user_guid}/members/{member_guid} | Update member | | [**update_tag**](MxPlatformApi.md#update_tag) | **PUT** /users/{user_guid}/tags/{tag_guid} | Update tag | | [**update_tagging**](MxPlatformApi.md#update_tagging) | **PUT** /users/{user_guid}/taggings/{tagging_guid} | Update tagging | | [**update_transaction**](MxPlatformApi.md#update_transaction) | **PUT** /users/{user_guid}/transactions/{transaction_guid} | Update transaction | | [**update_transaction_rule**](MxPlatformApi.md#update_transaction_rule) | **PUT** /users/{user_guid}/transaction_rules/{transaction_rule_guid} | Update transaction_rule | | [**update_user**](MxPlatformApi.md#update_user) | **PUT** /users/{user_guid} | Update user | | [**verify_member**](MxPlatformApi.md#verify_member) | **POST** /users/{user_guid}/members/{member_guid}/verify | Verify member | ## aggregate_member > aggregate_member(member_guid, user_guid) Aggregate member Calling this endpoint initiates an aggregation event for the member. This brings in the latest account and transaction data from the connected institution. If this data has recently been updated, MX may not initiate an aggregation event. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Aggregate member result = api_instance.aggregate_member(member_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->aggregate_member: #{e}" end ``` #### Using the aggregate_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> aggregate_member_with_http_info(member_guid, user_guid) ```ruby begin # Aggregate member data, status_code, headers = api_instance.aggregate_member_with_http_info(member_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->aggregate_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**MemberResponseBody**](MemberResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## check_balances > check_balances(member_guid, user_guid) Check balances This endpoint operates much like the aggregate member endpoint except that it gathers only account balance information; it does not gather any transaction data. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Check balances result = api_instance.check_balances(member_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->check_balances: #{e}" end ``` #### Using the check_balances_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> check_balances_with_http_info(member_guid, user_guid) ```ruby begin # Check balances data, status_code, headers = api_instance.check_balances_with_http_info(member_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->check_balances_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**MemberResponseBody**](MemberResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## create_category > create_category(user_guid, category_create_request_body) Create category Use this endpoint to create a new custom category for a specific `user`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. category_create_request_body = MxPlatformRuby::CategoryCreateRequestBody.new # CategoryCreateRequestBody | Custom category object to be created begin # Create category result = api_instance.create_category(user_guid, category_create_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_category: #{e}" end ``` #### Using the create_category_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> create_category_with_http_info(user_guid, category_create_request_body) ```ruby begin # Create category data, status_code, headers = api_instance.create_category_with_http_info(user_guid, category_create_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_category_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **category_create_request_body** | [**CategoryCreateRequestBody**](CategoryCreateRequestBody.md) | Custom category object to be created | | ### Return type [**CategoryResponseBody**](CategoryResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## create_managed_account > create_managed_account(member_guid, user_guid, managed_account_create_request_body) Create managed account Use this endpoint to create a partner-managed account. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. managed_account_create_request_body = MxPlatformRuby::ManagedAccountCreateRequestBody.new # ManagedAccountCreateRequestBody | Managed account to be created. begin # Create managed account result = api_instance.create_managed_account(member_guid, user_guid, managed_account_create_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_managed_account: #{e}" end ``` #### Using the create_managed_account_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> create_managed_account_with_http_info(member_guid, user_guid, managed_account_create_request_body) ```ruby begin # Create managed account data, status_code, headers = api_instance.create_managed_account_with_http_info(member_guid, user_guid, managed_account_create_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_managed_account_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **managed_account_create_request_body** | [**ManagedAccountCreateRequestBody**](ManagedAccountCreateRequestBody.md) | Managed account to be created. | | ### Return type [**AccountResponseBody**](AccountResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## create_managed_member > create_managed_member(user_guid, managed_member_create_request_body) Create managed member Use this endpoint to create a new partner-managed `member`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. managed_member_create_request_body = MxPlatformRuby::ManagedMemberCreateRequestBody.new # ManagedMemberCreateRequestBody | Managed member to be created. begin # Create managed member result = api_instance.create_managed_member(user_guid, managed_member_create_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_managed_member: #{e}" end ``` #### Using the create_managed_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> create_managed_member_with_http_info(user_guid, managed_member_create_request_body) ```ruby begin # Create managed member data, status_code, headers = api_instance.create_managed_member_with_http_info(user_guid, managed_member_create_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_managed_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **managed_member_create_request_body** | [**ManagedMemberCreateRequestBody**](ManagedMemberCreateRequestBody.md) | Managed member to be created. | | ### Return type [**MemberResponseBody**](MemberResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## create_managed_transaction > create_managed_transaction(account_guid, member_guid, user_guid, managed_transaction_create_request_body) Create managed transaction Use this endpoint to create a new partner-managed `transaction`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new account_guid = 'ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1' # String | The unique id for an `account`. member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. managed_transaction_create_request_body = MxPlatformRuby::ManagedTransactionCreateRequestBody.new # ManagedTransactionCreateRequestBody | Managed transaction to be created. begin # Create managed transaction result = api_instance.create_managed_transaction(account_guid, member_guid, user_guid, managed_transaction_create_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_managed_transaction: #{e}" end ``` #### Using the create_managed_transaction_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> create_managed_transaction_with_http_info(account_guid, member_guid, user_guid, managed_transaction_create_request_body) ```ruby begin # Create managed transaction data, status_code, headers = api_instance.create_managed_transaction_with_http_info(account_guid, member_guid, user_guid, managed_transaction_create_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_managed_transaction_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **account_guid** | **String** | The unique id for an `account`. | | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **managed_transaction_create_request_body** | [**ManagedTransactionCreateRequestBody**](ManagedTransactionCreateRequestBody.md) | Managed transaction to be created. | | ### Return type [**TransactionResponseBody**](TransactionResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## create_member > create_member(user_guid, member_create_request_body) Create member This endpoint allows you to create a new member. Members are created with the required parameters credentials and institution_code, and the optional parameters id and metadata. When creating a member, youll need to include the correct type of credential required by the financial institution and provided by the user. You can find out which credential type is required with the `/institutions/{institution_code}/credentials` endpoint. If successful, the MX Platform API will respond with the newly-created member object. Once you successfully create a member, MX will immediately validate the provided credentials and attempt to aggregate data for accounts and transactions. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. member_create_request_body = MxPlatformRuby::MemberCreateRequestBody.new # MemberCreateRequestBody | Member object to be created with optional parameters (id and metadata) and required parameters (credentials and institution_code) begin # Create member result = api_instance.create_member(user_guid, member_create_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_member: #{e}" end ``` #### Using the create_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> create_member_with_http_info(user_guid, member_create_request_body) ```ruby begin # Create member data, status_code, headers = api_instance.create_member_with_http_info(user_guid, member_create_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **member_create_request_body** | [**MemberCreateRequestBody**](MemberCreateRequestBody.md) | Member object to be created with optional parameters (id and metadata) and required parameters (credentials and institution_code) | | ### Return type [**MemberResponseBody**](MemberResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## create_tag > create_tag(user_guid, tag_create_request_body) Create tag Use this endpoint to create a new custom tag. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. tag_create_request_body = MxPlatformRuby::TagCreateRequestBody.new # TagCreateRequestBody | Tag object to be created with required parameters (tag_guid) begin # Create tag result = api_instance.create_tag(user_guid, tag_create_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_tag: #{e}" end ``` #### Using the create_tag_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> create_tag_with_http_info(user_guid, tag_create_request_body) ```ruby begin # Create tag data, status_code, headers = api_instance.create_tag_with_http_info(user_guid, tag_create_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_tag_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **tag_create_request_body** | [**TagCreateRequestBody**](TagCreateRequestBody.md) | Tag object to be created with required parameters (tag_guid) | | ### Return type [**TagResponseBody**](TagResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## create_tagging > create_tagging(user_guid, tagging_create_request_body) Create tagging Use this endpoint to create a new association between a tag and a particular transaction, according to their unique GUIDs. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. tagging_create_request_body = MxPlatformRuby::TaggingCreateRequestBody.new # TaggingCreateRequestBody | Tagging object to be created with required parameters (tag_guid and transaction_guid) begin # Create tagging result = api_instance.create_tagging(user_guid, tagging_create_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_tagging: #{e}" end ``` #### Using the create_tagging_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> create_tagging_with_http_info(user_guid, tagging_create_request_body) ```ruby begin # Create tagging data, status_code, headers = api_instance.create_tagging_with_http_info(user_guid, tagging_create_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_tagging_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **tagging_create_request_body** | [**TaggingCreateRequestBody**](TaggingCreateRequestBody.md) | Tagging object to be created with required parameters (tag_guid and transaction_guid) | | ### Return type [**TaggingResponseBody**](TaggingResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## create_transaction_rule > create_transaction_rule(user_guid, transaction_rule_create_request_body) Create transaction rule Use this endpoint to create a new transaction rule. The newly-created `transaction_rule` object will be returned if successful. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. transaction_rule_create_request_body = MxPlatformRuby::TransactionRuleCreateRequestBody.new # TransactionRuleCreateRequestBody | TransactionRule object to be created with optional parameters (description) and required parameters (category_guid and match_description) begin # Create transaction rule result = api_instance.create_transaction_rule(user_guid, transaction_rule_create_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_transaction_rule: #{e}" end ``` #### Using the create_transaction_rule_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> create_transaction_rule_with_http_info(user_guid, transaction_rule_create_request_body) ```ruby begin # Create transaction rule data, status_code, headers = api_instance.create_transaction_rule_with_http_info(user_guid, transaction_rule_create_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_transaction_rule_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **transaction_rule_create_request_body** | [**TransactionRuleCreateRequestBody**](TransactionRuleCreateRequestBody.md) | TransactionRule object to be created with optional parameters (description) and required parameters (category_guid and match_description) | | ### Return type [**TransactionRuleResponseBody**](TransactionRuleResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## create_user > create_user(user_create_request_body) Create user Call this endpoint to create a new user. The MX Platform API will respond with the newly-created user object if successful. This endpoint accepts several parameters - id, metadata, and is_disabled. Disabling a user means that accounts and transactions associated with it will not be updated in the background by MX. It will also restrict access to that users data until they are no longer disabled. Users who are disabled for the entirety of an MX Platform API billing period will not be factored into that months bill. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_create_request_body = MxPlatformRuby::UserCreateRequestBody.new # UserCreateRequestBody | User object to be created. (None of these parameters are required, but the user object cannot be empty) begin # Create user result = api_instance.create_user(user_create_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_user: #{e}" end ``` #### Using the create_user_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> create_user_with_http_info(user_create_request_body) ```ruby begin # Create user data, status_code, headers = api_instance.create_user_with_http_info(user_create_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->create_user_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_create_request_body** | [**UserCreateRequestBody**](UserCreateRequestBody.md) | User object to be created. (None of these parameters are required, but the user object cannot be empty) | | ### Return type [**UserResponseBody**](UserResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## delete_category > delete_category(category_guid, user_guid) Delete category Use this endpoint to delete a specific custom category according to its unique GUID. The API will respond with an empty object and a status of `204 No Content`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new category_guid = 'CAT-7829f71c-2e8c-afa5-2f55-fa3634b89874' # String | The unique id for a `category`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Delete category api_instance.delete_category(category_guid, user_guid) rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_category: #{e}" end ``` #### Using the delete_category_with_http_info variant This returns an Array which contains the response data (`nil` in this case), status code and headers. > delete_category_with_http_info(category_guid, user_guid) ```ruby begin # Delete category data, status_code, headers = api_instance.delete_category_with_http_info(category_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => nil rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_category_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **category_guid** | **String** | The unique id for a `category`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type nil (empty response body) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: Not defined ## delete_managed_account > delete_managed_account(account_guid, member_guid, user_guid) Delete managed account Use this endpoint to delete a partner-managed account according to its unique GUID. If successful, the API will respond with a status of `204 No Content`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new account_guid = 'ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1' # String | The unique id for an `account`. member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Delete managed account api_instance.delete_managed_account(account_guid, member_guid, user_guid) rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_managed_account: #{e}" end ``` #### Using the delete_managed_account_with_http_info variant This returns an Array which contains the response data (`nil` in this case), status code and headers. > delete_managed_account_with_http_info(account_guid, member_guid, user_guid) ```ruby begin # Delete managed account data, status_code, headers = api_instance.delete_managed_account_with_http_info(account_guid, member_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => nil rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_managed_account_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **account_guid** | **String** | The unique id for an `account`. | | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type nil (empty response body) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: Not defined ## delete_managed_member > delete_managed_member(member_guid, user_guid) Delete managed member Use this endpoint to delete the specified partner-managed `member`. The endpoint will respond with a status of `204 No Content` without a resource. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Delete managed member api_instance.delete_managed_member(member_guid, user_guid) rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_managed_member: #{e}" end ``` #### Using the delete_managed_member_with_http_info variant This returns an Array which contains the response data (`nil` in this case), status code and headers. > delete_managed_member_with_http_info(member_guid, user_guid) ```ruby begin # Delete managed member data, status_code, headers = api_instance.delete_managed_member_with_http_info(member_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => nil rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_managed_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type nil (empty response body) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: Not defined ## delete_managed_transaction > delete_managed_transaction(account_guid, member_guid, transaction_guid, user_guid) Delete managed transaction Use this endpoint to delete the specified partner-managed `transaction`. The endpoint will respond with a status of `204 No Content` without a resource. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new account_guid = 'ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1' # String | The unique id for an `account`. member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. transaction_guid = 'TRN-810828b0-5210-4878-9bd3-f4ce514f90c4' # String | The unique id for a `transaction`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Delete managed transaction api_instance.delete_managed_transaction(account_guid, member_guid, transaction_guid, user_guid) rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_managed_transaction: #{e}" end ``` #### Using the delete_managed_transaction_with_http_info variant This returns an Array which contains the response data (`nil` in this case), status code and headers. > delete_managed_transaction_with_http_info(account_guid, member_guid, transaction_guid, user_guid) ```ruby begin # Delete managed transaction data, status_code, headers = api_instance.delete_managed_transaction_with_http_info(account_guid, member_guid, transaction_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => nil rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_managed_transaction_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **account_guid** | **String** | The unique id for an `account`. | | | **member_guid** | **String** | The unique id for a `member`. | | | **transaction_guid** | **String** | The unique id for a `transaction`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type nil (empty response body) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: Not defined ## delete_member > delete_member(member_guid, user_guid) Delete member Accessing this endpoint will permanently delete a member. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Delete member api_instance.delete_member(member_guid, user_guid) rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_member: #{e}" end ``` #### Using the delete_member_with_http_info variant This returns an Array which contains the response data (`nil` in this case), status code and headers. > delete_member_with_http_info(member_guid, user_guid) ```ruby begin # Delete member data, status_code, headers = api_instance.delete_member_with_http_info(member_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => nil rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type nil (empty response body) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: Not defined ## delete_tag > delete_tag(tag_guid, user_guid) Delete tag Use this endpoint to permanently delete a specific tag based on its unique GUID. If successful, the API will respond with status of `204 No Content`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new tag_guid = 'TAG-aef36e72-6294-4c38-844d-e573e80aed52' # String | The unique id for a `tag`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Delete tag api_instance.delete_tag(tag_guid, user_guid) rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_tag: #{e}" end ``` #### Using the delete_tag_with_http_info variant This returns an Array which contains the response data (`nil` in this case), status code and headers. > delete_tag_with_http_info(tag_guid, user_guid) ```ruby begin # Delete tag data, status_code, headers = api_instance.delete_tag_with_http_info(tag_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => nil rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_tag_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **tag_guid** | **String** | The unique id for a `tag`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type nil (empty response body) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: Not defined ## delete_tagging > delete_tagging(tagging_guid, user_guid) Delete tagging Use this endpoint to delete a tagging according to its unique GUID. If successful, the API will respond with an empty body and a status of 204 NO Content. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new tagging_guid = 'TGN-007f5486-17e1-45fc-8b87-8f03984430fe' # String | The unique id for a `tagging`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Delete tagging api_instance.delete_tagging(tagging_guid, user_guid) rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_tagging: #{e}" end ``` #### Using the delete_tagging_with_http_info variant This returns an Array which contains the response data (`nil` in this case), status code and headers. > delete_tagging_with_http_info(tagging_guid, user_guid) ```ruby begin # Delete tagging data, status_code, headers = api_instance.delete_tagging_with_http_info(tagging_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => nil rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_tagging_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **tagging_guid** | **String** | The unique id for a `tagging`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type nil (empty response body) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: Not defined ## delete_transaction_rule > delete_transaction_rule(transaction_rule_guid, user_guid) Delete transaction rule Use this endpoint to permanently delete a transaction rule based on its unique GUID. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new transaction_rule_guid = 'TXR-a080e0f9-a2d4-4d6f-9e03-672cc357a4d3' # String | The unique id for a `transaction_rule`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Delete transaction rule api_instance.delete_transaction_rule(transaction_rule_guid, user_guid) rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_transaction_rule: #{e}" end ``` #### Using the delete_transaction_rule_with_http_info variant This returns an Array which contains the response data (`nil` in this case), status code and headers. > delete_transaction_rule_with_http_info(transaction_rule_guid, user_guid) ```ruby begin # Delete transaction rule data, status_code, headers = api_instance.delete_transaction_rule_with_http_info(transaction_rule_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => nil rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_transaction_rule_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **transaction_rule_guid** | **String** | The unique id for a `transaction_rule`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type nil (empty response body) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: Not defined ## delete_user > delete_user(user_guid) Delete user Use this endpoint to delete the specified `user`. The response will have a status of `204 No Content` without an object. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Delete user api_instance.delete_user(user_guid) rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_user: #{e}" end ``` #### Using the delete_user_with_http_info variant This returns an Array which contains the response data (`nil` in this case), status code and headers. > delete_user_with_http_info(user_guid) ```ruby begin # Delete user data, status_code, headers = api_instance.delete_user_with_http_info(user_guid) p status_code # => 2xx p headers # => { ... } p data # => nil rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->delete_user_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type nil (empty response body) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: Not defined ## download_statement_pdf > File download_statement_pdf(member_guid, statement_guid, user_guid) Download statement pdf Use this endpoint to download a specified statement PDF. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. statement_guid = 'STA-737a344b-caae-0f6e-1384-01f52e75dcb1' # String | The unique id for a `statement`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Download statement pdf result = api_instance.download_statement_pdf(member_guid, statement_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->download_statement_pdf: #{e}" end ``` #### Using the download_statement_pdf_with_http_info variant This returns an Array which contains the response data, status code and headers. > download_statement_pdf_with_http_info(member_guid, statement_guid, user_guid) ```ruby begin # Download statement pdf data, status_code, headers = api_instance.download_statement_pdf_with_http_info(member_guid, statement_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => File rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->download_statement_pdf_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **statement_guid** | **String** | The unique id for a `statement`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type **File** ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+pdf ## enhance_transactions > enhance_transactions(enhance_transactions_request_body) Enhance transactions Use this endpoint to categorize, cleanse, and classify transactions. These transactions are not persisted or stored on the MX platform. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new enhance_transactions_request_body = MxPlatformRuby::EnhanceTransactionsRequestBody.new # EnhanceTransactionsRequestBody | Transaction object to be enhanced begin # Enhance transactions result = api_instance.enhance_transactions(enhance_transactions_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->enhance_transactions: #{e}" end ``` #### Using the enhance_transactions_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> enhance_transactions_with_http_info(enhance_transactions_request_body) ```ruby begin # Enhance transactions data, status_code, headers = api_instance.enhance_transactions_with_http_info(enhance_transactions_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->enhance_transactions_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **enhance_transactions_request_body** | [**EnhanceTransactionsRequestBody**](EnhanceTransactionsRequestBody.md) | Transaction object to be enhanced | | ### Return type [**EnhanceTransactionsResponseBody**](EnhanceTransactionsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## extend_history > extend_history(member_guid, user_guid) Extend history Some institutions allow developers to access an extended transaction history with up to 24 months of data associated with a particular member. The process for fetching and then reading this extended transaction history is much like standard aggregation, and it may trigger multi-factor authentication. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique identifier for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique identifier for a `user`. begin # Extend history result = api_instance.extend_history(member_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->extend_history: #{e}" end ``` #### Using the extend_history_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> extend_history_with_http_info(member_guid, user_guid) ```ruby begin # Extend history data, status_code, headers = api_instance.extend_history_with_http_info(member_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->extend_history_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique identifier for a `member`. | | | **user_guid** | **String** | The unique identifier for a `user`. | | ### Return type [**MemberResponseBody**](MemberResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## fetch_statements > fetch_statements(member_guid, user_guid) Fetch statements Use this endpoint to fetch the statements associated with a particular member. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Fetch statements result = api_instance.fetch_statements(member_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->fetch_statements: #{e}" end ``` #### Using the fetch_statements_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> fetch_statements_with_http_info(member_guid, user_guid) ```ruby begin # Fetch statements data, status_code, headers = api_instance.fetch_statements_with_http_info(member_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->fetch_statements_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**MemberResponseBody**](MemberResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## identify_member > identify_member(member_guid, user_guid) Identify member The identify endpoint begins an identification process for an already-existing member. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Identify member result = api_instance.identify_member(member_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->identify_member: #{e}" end ``` #### Using the identify_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> identify_member_with_http_info(member_guid, user_guid) ```ruby begin # Identify member data, status_code, headers = api_instance.identify_member_with_http_info(member_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->identify_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**MemberResponseBody**](MemberResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_account_numbers_by_account > list_account_numbers_by_account(account_guid, user_guid, opts) List account numbers by account This endpoint returns a list of account numbers associated with the specified `account`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new account_guid = 'ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1' # String | The unique id for an `account`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List account numbers by account result = api_instance.list_account_numbers_by_account(account_guid, user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_account_numbers_by_account: #{e}" end ``` #### Using the list_account_numbers_by_account_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_account_numbers_by_account_with_http_info(account_guid, user_guid, opts) ```ruby begin # List account numbers by account data, status_code, headers = api_instance.list_account_numbers_by_account_with_http_info(account_guid, user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_account_numbers_by_account_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **account_guid** | **String** | The unique id for an `account`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**AccountNumbersResponseBody**](AccountNumbersResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_account_numbers_by_member > list_account_numbers_by_member(member_guid, user_guid, opts) List account numbers by member This endpoint returns a list of account numbers associated with the specified `member`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List account numbers by member result = api_instance.list_account_numbers_by_member(member_guid, user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_account_numbers_by_member: #{e}" end ``` #### Using the list_account_numbers_by_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_account_numbers_by_member_with_http_info(member_guid, user_guid, opts) ```ruby begin # List account numbers by member data, status_code, headers = api_instance.list_account_numbers_by_member_with_http_info(member_guid, user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_account_numbers_by_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**AccountNumbersResponseBody**](AccountNumbersResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_account_owners_by_member > list_account_owners_by_member(member_guid, user_guid, opts) List account owners by member This endpoint returns an array with information about every account associated with a particular member. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List account owners by member result = api_instance.list_account_owners_by_member(member_guid, user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_account_owners_by_member: #{e}" end ``` #### Using the list_account_owners_by_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_account_owners_by_member_with_http_info(member_guid, user_guid, opts) ```ruby begin # List account owners by member data, status_code, headers = api_instance.list_account_owners_by_member_with_http_info(member_guid, user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_account_owners_by_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**AccountOwnersResponseBody**](AccountOwnersResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_categories > list_categories(user_guid, opts) List categories Use this endpoint to list all categories associated with a `user`, including both default and custom categories. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List categories result = api_instance.list_categories(user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_categories: #{e}" end ``` #### Using the list_categories_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_categories_with_http_info(user_guid, opts) ```ruby begin # List categories data, status_code, headers = api_instance.list_categories_with_http_info(user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_categories_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**CategoriesResponseBody**](CategoriesResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_default_categories > list_default_categories(opts) List default categories Use this endpoint to retrieve a list of all the default categories and subcategories offered within the MX Platform API. In other words, each item in the returned list will have its `is_default` field set to `true`. There are currently 119 default categories and subcategories. Both the _list default categories_ and _list default categories by user_ endpoints return the same results. The different routes are provided for convenience. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List default categories result = api_instance.list_default_categories(opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_default_categories: #{e}" end ``` #### Using the list_default_categories_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_default_categories_with_http_info(opts) ```ruby begin # List default categories data, status_code, headers = api_instance.list_default_categories_with_http_info(opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_default_categories_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**CategoriesResponseBody**](CategoriesResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_default_categories_by_user > list_default_categories_by_user(user_guid, opts) List default categories by user Use this endpoint to retrieve a list of all the default categories and subcategories, scoped by user, offered within the MX Platform API. In other words, each item in the returned list will have its `is_default` field set to `true`. There are currently 119 default categories and subcategories. Both the _list default categories_ and _list default categories by user_ endpoints return the same results. The different routes are provided for convenience. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List default categories by user result = api_instance.list_default_categories_by_user(user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_default_categories_by_user: #{e}" end ``` #### Using the list_default_categories_by_user_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_default_categories_by_user_with_http_info(user_guid, opts) ```ruby begin # List default categories by user data, status_code, headers = api_instance.list_default_categories_by_user_with_http_info(user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_default_categories_by_user_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**CategoriesResponseBody**](CategoriesResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_favorite_institutions > list_favorite_institutions(opts) List favorite institutions This endpoint returns a paginated list containing institutions that have been set as the partner’s favorites, sorted by popularity. Please contact MX to set a list of favorites. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List favorite institutions result = api_instance.list_favorite_institutions(opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_favorite_institutions: #{e}" end ``` #### Using the list_favorite_institutions_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_favorite_institutions_with_http_info(opts) ```ruby begin # List favorite institutions data, status_code, headers = api_instance.list_favorite_institutions_with_http_info(opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_favorite_institutions_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**InstitutionsResponseBody**](InstitutionsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_holdings > list_holdings(user_guid, opts) List holdings This endpoint returns all holdings associated with the specified `user` across all accounts and members. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { from_date: '2015-09-20', # String | Filter holdings from this date. page: 1, # Integer | Specify current page. records_per_page: 10, # Integer | Specify records per page. to_date: '2019-10-20' # String | Filter holdings to this date. } begin # List holdings result = api_instance.list_holdings(user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_holdings: #{e}" end ``` #### Using the list_holdings_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_holdings_with_http_info(user_guid, opts) ```ruby begin # List holdings data, status_code, headers = api_instance.list_holdings_with_http_info(user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_holdings_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **from_date** | **String** | Filter holdings from this date. | [optional] | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | | **to_date** | **String** | Filter holdings to this date. | [optional] | ### Return type [**HoldingsResponseBody**](HoldingsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_holdings_by_account > list_holdings_by_account(account_guid, user_guid, opts) List holdings by account This endpoint returns all holdings associated with the specified `account`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new account_guid = 'ACT-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for the `account`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for the `user`. opts = { from_date: '2015-09-20', # String | Filter holdings from this date. page: 1, # Integer | Specify current page. records_per_page: 10, # Integer | Specify records per page. to_date: '2019-10-20' # String | Filter holdings to this date. } begin # List holdings by account result = api_instance.list_holdings_by_account(account_guid, user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_holdings_by_account: #{e}" end ``` #### Using the list_holdings_by_account_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_holdings_by_account_with_http_info(account_guid, user_guid, opts) ```ruby begin # List holdings by account data, status_code, headers = api_instance.list_holdings_by_account_with_http_info(account_guid, user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_holdings_by_account_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **account_guid** | **String** | The unique id for the `account`. | | | **user_guid** | **String** | The unique id for the `user`. | | | **from_date** | **String** | Filter holdings from this date. | [optional] | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | | **to_date** | **String** | Filter holdings to this date. | [optional] | ### Return type [**HoldingsResponseBody**](HoldingsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_holdings_by_member > list_holdings_by_member(member_guid, user_guid, opts) List holdings by member This endpoint returns all holdings associated with the specified `member` across all accounts. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { from_date: '2015-09-20', # String | Filter holdings from this date. page: 1, # Integer | Specify current page. records_per_page: 10, # Integer | Specify records per page. to_date: '2019-10-20' # String | Filter holdings to this date. } begin # List holdings by member result = api_instance.list_holdings_by_member(member_guid, user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_holdings_by_member: #{e}" end ``` #### Using the list_holdings_by_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_holdings_by_member_with_http_info(member_guid, user_guid, opts) ```ruby begin # List holdings by member data, status_code, headers = api_instance.list_holdings_by_member_with_http_info(member_guid, user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_holdings_by_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **from_date** | **String** | Filter holdings from this date. | [optional] | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | | **to_date** | **String** | Filter holdings to this date. | [optional] | ### Return type [**HoldingsResponseBody**](HoldingsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_institution_credentials > list_institution_credentials(institution_code, opts) List institution credentials Use this endpoint to see which credentials will be needed to create a member for a specific institution. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new institution_code = 'chase' # String | The institution_code of the institution. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List institution credentials result = api_instance.list_institution_credentials(institution_code, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_institution_credentials: #{e}" end ``` #### Using the list_institution_credentials_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_institution_credentials_with_http_info(institution_code, opts) ```ruby begin # List institution credentials data, status_code, headers = api_instance.list_institution_credentials_with_http_info(institution_code, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_institution_credentials_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **institution_code** | **String** | The institution_code of the institution. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**CredentialsResponseBody**](CredentialsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_institutions > list_institutions(opts) List institutions This endpoint returns a list of institutions based on the specified search term or parameter. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new opts = { name: 'chase', # String | This will list only institutions in which the appended string appears. page: 1, # Integer | Specify current page. records_per_page: 10, # Integer | Specify records per page. supports_account_identification: true, # Boolean | Filter only institutions which support account identification. supports_account_statement: true, # Boolean | Filter only institutions which support account statements. supports_account_verification: true, # Boolean | Filter only institutions which support account verification. supports_transaction_history: true # Boolean | Filter only institutions which support extended transaction history. } begin # List institutions result = api_instance.list_institutions(opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_institutions: #{e}" end ``` #### Using the list_institutions_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_institutions_with_http_info(opts) ```ruby begin # List institutions data, status_code, headers = api_instance.list_institutions_with_http_info(opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_institutions_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **name** | **String** | This will list only institutions in which the appended string appears. | [optional] | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | | **supports_account_identification** | **Boolean** | Filter only institutions which support account identification. | [optional] | | **supports_account_statement** | **Boolean** | Filter only institutions which support account statements. | [optional] | | **supports_account_verification** | **Boolean** | Filter only institutions which support account verification. | [optional] | | **supports_transaction_history** | **Boolean** | Filter only institutions which support extended transaction history. | [optional] | ### Return type [**InstitutionsResponseBody**](InstitutionsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_managed_accounts > list_managed_accounts(member_guid, user_guid, opts) List managed accounts Use this endpoint to retrieve a list of all the partner-managed accounts associated with the given partner-manage member. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List managed accounts result = api_instance.list_managed_accounts(member_guid, user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_managed_accounts: #{e}" end ``` #### Using the list_managed_accounts_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_managed_accounts_with_http_info(member_guid, user_guid, opts) ```ruby begin # List managed accounts data, status_code, headers = api_instance.list_managed_accounts_with_http_info(member_guid, user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_managed_accounts_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**AccountsResponseBody**](AccountsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_managed_institutions > list_managed_institutions(opts) List managed institutions This endpoint returns a list of institutions which can be used to create partner-managed members. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List managed institutions result = api_instance.list_managed_institutions(opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_managed_institutions: #{e}" end ``` #### Using the list_managed_institutions_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_managed_institutions_with_http_info(opts) ```ruby begin # List managed institutions data, status_code, headers = api_instance.list_managed_institutions_with_http_info(opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_managed_institutions_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**InstitutionsResponseBody**](InstitutionsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_managed_members > list_managed_members(user_guid, opts) List managed members This endpoint returns a list of all the partner-managed members associated with the specified `user`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List managed members result = api_instance.list_managed_members(user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_managed_members: #{e}" end ``` #### Using the list_managed_members_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_managed_members_with_http_info(user_guid, opts) ```ruby begin # List managed members data, status_code, headers = api_instance.list_managed_members_with_http_info(user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_managed_members_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**MembersResponseBody**](MembersResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_managed_transactions > list_managed_transactions(account_guid, member_guid, user_guid, opts) List managed transactions This endpoint returns a list of all the partner-managed transactions associated with the specified `account`, scoped through a `user` and a `member`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new account_guid = 'ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1' # String | The unique id for an `account`. member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List managed transactions result = api_instance.list_managed_transactions(account_guid, member_guid, user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_managed_transactions: #{e}" end ``` #### Using the list_managed_transactions_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_managed_transactions_with_http_info(account_guid, member_guid, user_guid, opts) ```ruby begin # List managed transactions data, status_code, headers = api_instance.list_managed_transactions_with_http_info(account_guid, member_guid, user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_managed_transactions_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **account_guid** | **String** | The unique id for an `account`. | | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**TransactionsResponseBody**](TransactionsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_member_challenges > list_member_challenges(member_guid, user_guid, opts) List member challenges Use this endpoint for information on what multi-factor authentication challenges need to be answered in order to aggregate a member. If the aggregation is not challenged, i.e., the member does not have a connection status of `CHALLENGED`, then code `204 No Content` will be returned. If the aggregation has been challenged, i.e., the member does have a connection status of `CHALLENGED`, then code `200 OK` will be returned - along with the corresponding credentials. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List member challenges result = api_instance.list_member_challenges(member_guid, user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_member_challenges: #{e}" end ``` #### Using the list_member_challenges_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_member_challenges_with_http_info(member_guid, user_guid, opts) ```ruby begin # List member challenges data, status_code, headers = api_instance.list_member_challenges_with_http_info(member_guid, user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_member_challenges_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**ChallengesResponseBody**](ChallengesResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_member_credentials > list_member_credentials(member_guid, user_guid, opts) List member credentials This endpoint returns an array which contains information on every non-MFA credential associated with a specific member. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List member credentials result = api_instance.list_member_credentials(member_guid, user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_member_credentials: #{e}" end ``` #### Using the list_member_credentials_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_member_credentials_with_http_info(member_guid, user_guid, opts) ```ruby begin # List member credentials data, status_code, headers = api_instance.list_member_credentials_with_http_info(member_guid, user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_member_credentials_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**CredentialsResponseBody**](CredentialsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_members > list_members(user_guid, opts) List members This endpoint returns an array which contains information on every member associated with a specific user. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List members result = api_instance.list_members(user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_members: #{e}" end ``` #### Using the list_members_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_members_with_http_info(user_guid, opts) ```ruby begin # List members data, status_code, headers = api_instance.list_members_with_http_info(user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_members_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**MembersResponseBody**](MembersResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_merchants > list_merchants(opts) List merchants This endpoint returns a paginated list of all the merchants in the MX system. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List merchants result = api_instance.list_merchants(opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_merchants: #{e}" end ``` #### Using the list_merchants_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_merchants_with_http_info(opts) ```ruby begin # List merchants data, status_code, headers = api_instance.list_merchants_with_http_info(opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_merchants_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**MerchantsResponseBody**](MerchantsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_statements_by_member > list_statements_by_member(member_guid, user_guid, opts) List statements by member Use this endpoint to get an array of available statements. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List statements by member result = api_instance.list_statements_by_member(member_guid, user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_statements_by_member: #{e}" end ``` #### Using the list_statements_by_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_statements_by_member_with_http_info(member_guid, user_guid, opts) ```ruby begin # List statements by member data, status_code, headers = api_instance.list_statements_by_member_with_http_info(member_guid, user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_statements_by_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**StatementsResponseBody**](StatementsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_taggings > list_taggings(user_guid, opts) List taggings Use this endpoint to retrieve a list of all the taggings associated with a specific user. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List taggings result = api_instance.list_taggings(user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_taggings: #{e}" end ``` #### Using the list_taggings_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_taggings_with_http_info(user_guid, opts) ```ruby begin # List taggings data, status_code, headers = api_instance.list_taggings_with_http_info(user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_taggings_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**TaggingsResponseBody**](TaggingsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_tags > list_tags(user_guid, opts) List tags Use this endpoint to list all tags associated with the specified `user`. Each user includes the `Business` tag by default. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List tags result = api_instance.list_tags(user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_tags: #{e}" end ``` #### Using the list_tags_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_tags_with_http_info(user_guid, opts) ```ruby begin # List tags data, status_code, headers = api_instance.list_tags_with_http_info(user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_tags_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**TagsResponseBody**](TagsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_transaction_rules > list_transaction_rules(user_guid, opts) List transaction rules Use this endpoint to read the attributes of all existing transaction rules belonging to the user. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List transaction rules result = api_instance.list_transaction_rules(user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_transaction_rules: #{e}" end ``` #### Using the list_transaction_rules_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_transaction_rules_with_http_info(user_guid, opts) ```ruby begin # List transaction rules data, status_code, headers = api_instance.list_transaction_rules_with_http_info(user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_transaction_rules_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**TransactionRulesResponseBody**](TransactionRulesResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_transactions > list_transactions(user_guid, opts) List transactions Requests to this endpoint return a list of transactions associated with the specified `user`, accross all members and accounts associated with that `user`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { from_date: '2015-09-20', # String | Filter transactions from this date. page: 1, # Integer | Specify current page. records_per_page: 10, # Integer | Specify records per page. to_date: '2019-10-20' # String | Filter transactions to this date. } begin # List transactions result = api_instance.list_transactions(user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_transactions: #{e}" end ``` #### Using the list_transactions_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_transactions_with_http_info(user_guid, opts) ```ruby begin # List transactions data, status_code, headers = api_instance.list_transactions_with_http_info(user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_transactions_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **from_date** | **String** | Filter transactions from this date. | [optional] | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | | **to_date** | **String** | Filter transactions to this date. | [optional] | ### Return type [**TransactionsResponseBody**](TransactionsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_transactions_by_account > list_transactions_by_account(account_guid, user_guid, opts) List transactions by account This endpoint returns a list of the last 90 days of transactions associated with the specified account. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new account_guid = 'ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1' # String | The unique id for an `account`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { from_date: '2015-09-20', # String | Filter transactions from this date. page: 1, # Integer | Specify current page. records_per_page: 10, # Integer | Specify records per page. to_date: '2019-10-20' # String | Filter transactions to this date. } begin # List transactions by account result = api_instance.list_transactions_by_account(account_guid, user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_transactions_by_account: #{e}" end ``` #### Using the list_transactions_by_account_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_transactions_by_account_with_http_info(account_guid, user_guid, opts) ```ruby begin # List transactions by account data, status_code, headers = api_instance.list_transactions_by_account_with_http_info(account_guid, user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_transactions_by_account_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **account_guid** | **String** | The unique id for an `account`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **from_date** | **String** | Filter transactions from this date. | [optional] | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | | **to_date** | **String** | Filter transactions to this date. | [optional] | ### Return type [**TransactionsResponseBody**](TransactionsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_transactions_by_member > list_transactions_by_member(member_guid, user_guid, opts) List transactions by member Requests to this endpoint return a list of transactions associated with the specified `member`, accross all accounts associated with that `member`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { from_date: '2015-09-20', # String | Filter transactions from this date. page: 1, # Integer | Specify current page. records_per_page: 10, # Integer | Specify records per page. to_date: '2019-10-20' # String | Filter transactions to this date. } begin # List transactions by member result = api_instance.list_transactions_by_member(member_guid, user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_transactions_by_member: #{e}" end ``` #### Using the list_transactions_by_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_transactions_by_member_with_http_info(member_guid, user_guid, opts) ```ruby begin # List transactions by member data, status_code, headers = api_instance.list_transactions_by_member_with_http_info(member_guid, user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_transactions_by_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **from_date** | **String** | Filter transactions from this date. | [optional] | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | | **to_date** | **String** | Filter transactions to this date. | [optional] | ### Return type [**TransactionsResponseBody**](TransactionsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_transactions_by_tag > list_transactions_by_tag(tag_guid, user_guid, opts) List transactions by tag Use this endpoint to get a list of all transactions associated with a particular tag according to the tag’s unique GUID. In other words, a list of all transactions that have been assigned to a particular tag using the create a tagging endpoint. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new tag_guid = 'TAG-aef36e72-6294-4c38-844d-e573e80aed52' # String | The unique id for a `tag`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { from_date: '2015-09-20', # String | Filter transactions from this date. page: 1, # Integer | Specify current page. records_per_page: 10, # Integer | Specify records per page. to_date: '2019-10-20' # String | Filter transactions to this date. } begin # List transactions by tag result = api_instance.list_transactions_by_tag(tag_guid, user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_transactions_by_tag: #{e}" end ``` #### Using the list_transactions_by_tag_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_transactions_by_tag_with_http_info(tag_guid, user_guid, opts) ```ruby begin # List transactions by tag data, status_code, headers = api_instance.list_transactions_by_tag_with_http_info(tag_guid, user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_transactions_by_tag_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **tag_guid** | **String** | The unique id for a `tag`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **from_date** | **String** | Filter transactions from this date. | [optional] | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | | **to_date** | **String** | Filter transactions to this date. | [optional] | ### Return type [**TransactionsResponseBody**](TransactionsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_user_accounts > list_user_accounts(user_guid, opts) List accounts This endpoint returns a list of all the accounts associated with the specified `user`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List accounts result = api_instance.list_user_accounts(user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_user_accounts: #{e}" end ``` #### Using the list_user_accounts_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_user_accounts_with_http_info(user_guid, opts) ```ruby begin # List accounts data, status_code, headers = api_instance.list_user_accounts_with_http_info(user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_user_accounts_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**AccountsResponseBody**](AccountsResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## list_users > list_users(opts) List users Use this endpoint to list every user you've created in the MX Platform API. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new opts = { page: 1, # Integer | Specify current page. records_per_page: 10 # Integer | Specify records per page. } begin # List users result = api_instance.list_users(opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_users: #{e}" end ``` #### Using the list_users_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> list_users_with_http_info(opts) ```ruby begin # List users data, status_code, headers = api_instance.list_users_with_http_info(opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->list_users_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **page** | **Integer** | Specify current page. | [optional] | | **records_per_page** | **Integer** | Specify records per page. | [optional] | ### Return type [**UsersResponseBody**](UsersResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_account > read_account(account_guid, user_guid) Read account This endpoint returns the specified `account` resource. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new account_guid = 'ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1' # String | The unique id for an `account`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Read account result = api_instance.read_account(account_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_account: #{e}" end ``` #### Using the read_account_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_account_with_http_info(account_guid, user_guid) ```ruby begin # Read account data, status_code, headers = api_instance.read_account_with_http_info(account_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_account_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **account_guid** | **String** | The unique id for an `account`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**AccountResponseBody**](AccountResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_category > read_category(category_guid, user_guid) Read a custom category Use this endpoint to read the attributes of either a default category or a custom category. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new category_guid = 'CAT-7829f71c-2e8c-afa5-2f55-fa3634b89874' # String | The unique id for a `category`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Read a custom category result = api_instance.read_category(category_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_category: #{e}" end ``` #### Using the read_category_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_category_with_http_info(category_guid, user_guid) ```ruby begin # Read a custom category data, status_code, headers = api_instance.read_category_with_http_info(category_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_category_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **category_guid** | **String** | The unique id for a `category`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**CategoryResponseBody**](CategoryResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_default_category > read_default_category(category_guid) Read a default category Use this endpoint to read the attributes of a default category. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new category_guid = 'CAT-7829f71c-2e8c-afa5-2f55-fa3634b89874' # String | The unique id for a `category`. begin # Read a default category result = api_instance.read_default_category(category_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_default_category: #{e}" end ``` #### Using the read_default_category_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_default_category_with_http_info(category_guid) ```ruby begin # Read a default category data, status_code, headers = api_instance.read_default_category_with_http_info(category_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_default_category_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **category_guid** | **String** | The unique id for a `category`. | | ### Return type [**CategoryResponseBody**](CategoryResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_holding > read_holding(holding_guid, user_guid) Read holding Use this endpoint to read the attributes of a specific `holding`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new holding_guid = 'HOL-d65683e8-9eab-26bb-bcfd-ced159c9abe2' # String | The unique id for a `holding`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Read holding result = api_instance.read_holding(holding_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_holding: #{e}" end ``` #### Using the read_holding_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_holding_with_http_info(holding_guid, user_guid) ```ruby begin # Read holding data, status_code, headers = api_instance.read_holding_with_http_info(holding_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_holding_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **holding_guid** | **String** | The unique id for a `holding`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**HoldingResponseBody**](HoldingResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_institution > read_institution(institution_code) Read institution This endpoint returns information about the institution specified by `institution_code`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new institution_code = 'chase' # String | The institution_code of the institution. begin # Read institution result = api_instance.read_institution(institution_code) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_institution: #{e}" end ``` #### Using the read_institution_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_institution_with_http_info(institution_code) ```ruby begin # Read institution data, status_code, headers = api_instance.read_institution_with_http_info(institution_code) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_institution_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **institution_code** | **String** | The institution_code of the institution. | | ### Return type [**InstitutionResponseBody**](InstitutionResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_managed_account > read_managed_account(account_guid, member_guid, user_guid) Read managed account Use this endpoint to read the attributes of a partner-managed account according to its unique guid. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new account_guid = 'ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1' # String | The unique id for an `account`. member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Read managed account result = api_instance.read_managed_account(account_guid, member_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_managed_account: #{e}" end ``` #### Using the read_managed_account_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_managed_account_with_http_info(account_guid, member_guid, user_guid) ```ruby begin # Read managed account data, status_code, headers = api_instance.read_managed_account_with_http_info(account_guid, member_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_managed_account_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **account_guid** | **String** | The unique id for an `account`. | | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**AccountResponseBody**](AccountResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_managed_member > read_managed_member(member_guid, user_guid) Read managed member This endpoint returns the attributes of the specified partner-managed `member`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Read managed member result = api_instance.read_managed_member(member_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_managed_member: #{e}" end ``` #### Using the read_managed_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_managed_member_with_http_info(member_guid, user_guid) ```ruby begin # Read managed member data, status_code, headers = api_instance.read_managed_member_with_http_info(member_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_managed_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**MemberResponseBody**](MemberResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_managed_transaction > read_managed_transaction(account_guid, member_guid, transaction_guid, user_guid) Read managed transaction Requests to this endpoint will return the attributes of the specified partner-managed `transaction`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new account_guid = 'ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1' # String | The unique id for an `account`. member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. transaction_guid = 'TRN-810828b0-5210-4878-9bd3-f4ce514f90c4' # String | The unique id for a `transaction`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Read managed transaction result = api_instance.read_managed_transaction(account_guid, member_guid, transaction_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_managed_transaction: #{e}" end ``` #### Using the read_managed_transaction_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_managed_transaction_with_http_info(account_guid, member_guid, transaction_guid, user_guid) ```ruby begin # Read managed transaction data, status_code, headers = api_instance.read_managed_transaction_with_http_info(account_guid, member_guid, transaction_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_managed_transaction_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **account_guid** | **String** | The unique id for an `account`. | | | **member_guid** | **String** | The unique id for a `member`. | | | **transaction_guid** | **String** | The unique id for a `transaction`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**TransactionResponseBody**](TransactionResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_member > read_member(member_guid, user_guid) Read member Use this endpoint to read the attributes of a specific member. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Read member result = api_instance.read_member(member_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_member: #{e}" end ``` #### Using the read_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_member_with_http_info(member_guid, user_guid) ```ruby begin # Read member data, status_code, headers = api_instance.read_member_with_http_info(member_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**MemberResponseBody**](MemberResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_member_status > read_member_status(member_guid, user_guid) Read member status This endpoint provides the status of the members most recent aggregation event. This is an important step in the aggregation process, and the results returned by this endpoint should determine what you do next in order to successfully aggregate a member. MX has introduced new, more detailed information on the current status of a members connection to a financial institution and the state of its aggregation - the connection_status field. These are intended to replace and expand upon the information provided in the status field, which will soon be deprecated; support for the status field remains for the time being. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Read member status result = api_instance.read_member_status(member_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_member_status: #{e}" end ``` #### Using the read_member_status_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_member_status_with_http_info(member_guid, user_guid) ```ruby begin # Read member status data, status_code, headers = api_instance.read_member_status_with_http_info(member_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_member_status_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**MemberStatusResponseBody**](MemberStatusResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_merchant > read_merchant(merchant_guid) Read merchant Returns information about a particular merchant, such as a logo, name, and website. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new merchant_guid = 'MCH-7ed79542-884d-2b1b-dd74-501c5cc9d25b' # String | The unique id for a `merchant`. begin # Read merchant result = api_instance.read_merchant(merchant_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_merchant: #{e}" end ``` #### Using the read_merchant_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_merchant_with_http_info(merchant_guid) ```ruby begin # Read merchant data, status_code, headers = api_instance.read_merchant_with_http_info(merchant_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_merchant_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **merchant_guid** | **String** | The unique id for a `merchant`. | | ### Return type [**MerchantResponseBody**](MerchantResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_merchant_location > read_merchant_location(merchant_location_guid) Read merchant location This endpoint returns the specified merchant_location resource. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new merchant_location_guid = 'MCH-09466f0a-fb58-9d1a-bae2-2af0afbea621' # String | The unique id for a `merchant_location`. begin # Read merchant location result = api_instance.read_merchant_location(merchant_location_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_merchant_location: #{e}" end ``` #### Using the read_merchant_location_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_merchant_location_with_http_info(merchant_location_guid) ```ruby begin # Read merchant location data, status_code, headers = api_instance.read_merchant_location_with_http_info(merchant_location_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_merchant_location_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **merchant_location_guid** | **String** | The unique id for a `merchant_location`. | | ### Return type [**MerchantLocationResponseBody**](MerchantLocationResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_statement_by_member > read_statement_by_member(member_guid, statement_guid, user_guid) Read statement by member Use this endpoint to read a JSON representation of the statement. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. statement_guid = 'STA-737a344b-caae-0f6e-1384-01f52e75dcb1' # String | The unique id for a `statement`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Read statement by member result = api_instance.read_statement_by_member(member_guid, statement_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_statement_by_member: #{e}" end ``` #### Using the read_statement_by_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_statement_by_member_with_http_info(member_guid, statement_guid, user_guid) ```ruby begin # Read statement by member data, status_code, headers = api_instance.read_statement_by_member_with_http_info(member_guid, statement_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_statement_by_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **statement_guid** | **String** | The unique id for a `statement`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**StatementResponseBody**](StatementResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_tag > read_tag(tag_guid, user_guid) Read tag Use this endpoint to read the attributes of a particular tag according to its unique GUID. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new tag_guid = 'TAG-aef36e72-6294-4c38-844d-e573e80aed52' # String | The unique id for a `tag`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Read tag result = api_instance.read_tag(tag_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_tag: #{e}" end ``` #### Using the read_tag_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_tag_with_http_info(tag_guid, user_guid) ```ruby begin # Read tag data, status_code, headers = api_instance.read_tag_with_http_info(tag_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_tag_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **tag_guid** | **String** | The unique id for a `tag`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**TagResponseBody**](TagResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_tagging > read_tagging(tagging_guid, user_guid) Read tagging Use this endpoint to read the attributes of a `tagging` according to its unique GUID. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new tagging_guid = 'TGN-007f5486-17e1-45fc-8b87-8f03984430fe' # String | The unique id for a `tagging`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Read tagging result = api_instance.read_tagging(tagging_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_tagging: #{e}" end ``` #### Using the read_tagging_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_tagging_with_http_info(tagging_guid, user_guid) ```ruby begin # Read tagging data, status_code, headers = api_instance.read_tagging_with_http_info(tagging_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_tagging_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **tagging_guid** | **String** | The unique id for a `tagging`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**TaggingResponseBody**](TaggingResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_transaction > read_transaction(transaction_guid, user_guid) Read transaction Requests to this endpoint will return the attributes of the specified `transaction`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new transaction_guid = 'TRN-810828b0-5210-4878-9bd3-f4ce514f90c4' # String | The unique id for a `transaction`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Read transaction result = api_instance.read_transaction(transaction_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_transaction: #{e}" end ``` #### Using the read_transaction_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_transaction_with_http_info(transaction_guid, user_guid) ```ruby begin # Read transaction data, status_code, headers = api_instance.read_transaction_with_http_info(transaction_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_transaction_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **transaction_guid** | **String** | The unique id for a `transaction`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**TransactionResponseBody**](TransactionResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_transaction_rule > read_transaction_rule(transaction_rule_guid, user_guid) Read transaction rule Use this endpoint to read the attributes of an existing transaction rule based on the rule’s unique GUID. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new transaction_rule_guid = 'TXR-a080e0f9-a2d4-4d6f-9e03-672cc357a4d3' # String | The unique id for a `transaction_rule`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Read transaction rule result = api_instance.read_transaction_rule(transaction_rule_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_transaction_rule: #{e}" end ``` #### Using the read_transaction_rule_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_transaction_rule_with_http_info(transaction_rule_guid, user_guid) ```ruby begin # Read transaction rule data, status_code, headers = api_instance.read_transaction_rule_with_http_info(transaction_rule_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_transaction_rule_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **transaction_rule_guid** | **String** | The unique id for a `transaction_rule`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**TransactionRuleResponseBody**](TransactionRuleResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## read_user > read_user(user_guid) Read user Use this endpoint to read the attributes of a specific user. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Read user result = api_instance.read_user(user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_user: #{e}" end ``` #### Using the read_user_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> read_user_with_http_info(user_guid) ```ruby begin # Read user data, status_code, headers = api_instance.read_user_with_http_info(user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->read_user_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**UserResponseBody**](UserResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## request_connect_widget_url > request_connect_widget_url(user_guid, connect_widget_request_body) Request connect widget url This endpoint will return a URL for an embeddable version of MX Connect. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. connect_widget_request_body = MxPlatformRuby::ConnectWidgetRequestBody.new # ConnectWidgetRequestBody | Optional config options for WebView (is_mobile_webview, current_institution_code, current_member_guid, update_credentials) begin # Request connect widget url result = api_instance.request_connect_widget_url(user_guid, connect_widget_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->request_connect_widget_url: #{e}" end ``` #### Using the request_connect_widget_url_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> request_connect_widget_url_with_http_info(user_guid, connect_widget_request_body) ```ruby begin # Request connect widget url data, status_code, headers = api_instance.request_connect_widget_url_with_http_info(user_guid, connect_widget_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->request_connect_widget_url_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **connect_widget_request_body** | [**ConnectWidgetRequestBody**](ConnectWidgetRequestBody.md) | Optional config options for WebView (is_mobile_webview, current_institution_code, current_member_guid, update_credentials) | | ### Return type [**ConnectWidgetResponseBody**](ConnectWidgetResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## request_o_auth_window_uri > request_o_auth_window_uri(member_guid, user_guid, opts) Request oauth window uri This endpoint will generate an `oauth_window_uri` for the specified `member`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. opts = { referral_source: 'APP', # String | Must be either `BROWSER` or `APP` depending on the implementation. Defaults to `BROWSER`. skip_aggregation: false, # Boolean | Setting this parameter to `true` will prevent the member from automatically aggregating after being redirected from the authorization page. ui_message_webview_url_scheme: 'mx' # String | A scheme for routing the user back to the application state they were previously in. } begin # Request oauth window uri result = api_instance.request_o_auth_window_uri(member_guid, user_guid, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->request_o_auth_window_uri: #{e}" end ``` #### Using the request_o_auth_window_uri_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> request_o_auth_window_uri_with_http_info(member_guid, user_guid, opts) ```ruby begin # Request oauth window uri data, status_code, headers = api_instance.request_o_auth_window_uri_with_http_info(member_guid, user_guid, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->request_o_auth_window_uri_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **referral_source** | **String** | Must be either `BROWSER` or `APP` depending on the implementation. Defaults to `BROWSER`. | [optional] | | **skip_aggregation** | **Boolean** | Setting this parameter to `true` will prevent the member from automatically aggregating after being redirected from the authorization page. | [optional] | | **ui_message_webview_url_scheme** | **String** | A scheme for routing the user back to the application state they were previously in. | [optional] | ### Return type [**OAuthWindowResponseBody**](OAuthWindowResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json ## request_widget_url > request_widget_url(user_guid, widget_request_body, opts) Request widget url This endpoint allows partners to get a URL by passing the `widget_type` in the request body, as well as configuring it in several different ways. In the case of Connect, that means setting the `widget_type` to `connect_widget`. Partners may also pass an optional `Accept-Language` header as well as a number of configuration options. Note that this is a `POST` request. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. widget_request_body = MxPlatformRuby::WidgetRequestBody.new # WidgetRequestBody | The widget url configuration options. opts = { accept_language: 'en-US' # String | The desired language of the widget. } begin # Request widget url result = api_instance.request_widget_url(user_guid, widget_request_body, opts) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->request_widget_url: #{e}" end ``` #### Using the request_widget_url_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> request_widget_url_with_http_info(user_guid, widget_request_body, opts) ```ruby begin # Request widget url data, status_code, headers = api_instance.request_widget_url_with_http_info(user_guid, widget_request_body, opts) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->request_widget_url_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **widget_request_body** | [**WidgetRequestBody**](WidgetRequestBody.md) | The widget url configuration options. | | | **accept_language** | **String** | The desired language of the widget. | [optional] | ### Return type [**WidgetResponseBody**](WidgetResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## resume_aggregation > resume_aggregation(member_guid, user_guid, member_resume_request_body) Resume aggregation This endpoint answers the challenges needed when a member has been challenged by multi-factor authentication. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. member_resume_request_body = MxPlatformRuby::MemberResumeRequestBody.new # MemberResumeRequestBody | Member object with MFA challenge answers begin # Resume aggregation result = api_instance.resume_aggregation(member_guid, user_guid, member_resume_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->resume_aggregation: #{e}" end ``` #### Using the resume_aggregation_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> resume_aggregation_with_http_info(member_guid, user_guid, member_resume_request_body) ```ruby begin # Resume aggregation data, status_code, headers = api_instance.resume_aggregation_with_http_info(member_guid, user_guid, member_resume_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->resume_aggregation_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **member_resume_request_body** | [**MemberResumeRequestBody**](MemberResumeRequestBody.md) | Member object with MFA challenge answers | | ### Return type [**MemberResponseBody**](MemberResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## update_account_by_member > update_account_by_member(account_guid, member_guid, user_guid, account_update_request_body) Update account by member This endpoint allows you to update certain attributes of an `account` resource. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new account_guid = 'ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1' # String | The unique id for an `account`. member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. account_update_request_body = MxPlatformRuby::AccountUpdateRequestBody.new # AccountUpdateRequestBody | Account object to be created with optional parameters (is_hidden) begin # Update account by member result = api_instance.update_account_by_member(account_guid, member_guid, user_guid, account_update_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_account_by_member: #{e}" end ``` #### Using the update_account_by_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> update_account_by_member_with_http_info(account_guid, member_guid, user_guid, account_update_request_body) ```ruby begin # Update account by member data, status_code, headers = api_instance.update_account_by_member_with_http_info(account_guid, member_guid, user_guid, account_update_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_account_by_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **account_guid** | **String** | The unique id for an `account`. | | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **account_update_request_body** | [**AccountUpdateRequestBody**](AccountUpdateRequestBody.md) | Account object to be created with optional parameters (is_hidden) | | ### Return type [**AccountResponseBody**](AccountResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## update_category > update_category(category_guid, user_guid, category_update_request_body) Update category Use this endpoint to update the attributes of a custom category according to its unique GUID. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new category_guid = 'CAT-7829f71c-2e8c-afa5-2f55-fa3634b89874' # String | The unique id for a `category`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. category_update_request_body = MxPlatformRuby::CategoryUpdateRequestBody.new # CategoryUpdateRequestBody | Category object to be updated (While no single parameter is required, the `category` object cannot be empty) begin # Update category result = api_instance.update_category(category_guid, user_guid, category_update_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_category: #{e}" end ``` #### Using the update_category_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> update_category_with_http_info(category_guid, user_guid, category_update_request_body) ```ruby begin # Update category data, status_code, headers = api_instance.update_category_with_http_info(category_guid, user_guid, category_update_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_category_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **category_guid** | **String** | The unique id for a `category`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **category_update_request_body** | [**CategoryUpdateRequestBody**](CategoryUpdateRequestBody.md) | Category object to be updated (While no single parameter is required, the `category` object cannot be empty) | | ### Return type [**CategoryResponseBody**](CategoryResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## update_managed_account > update_managed_account(account_guid, member_guid, user_guid, managed_account_update_request_body) Update managed account Use this endpoint to update the attributes of a partner-managed account according to its unique GUID. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new account_guid = 'ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1' # String | The unique id for an `account`. member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. managed_account_update_request_body = MxPlatformRuby::ManagedAccountUpdateRequestBody.new # ManagedAccountUpdateRequestBody | Managed account object to be updated (While no single parameter is required, the request body can't be empty) begin # Update managed account result = api_instance.update_managed_account(account_guid, member_guid, user_guid, managed_account_update_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_managed_account: #{e}" end ``` #### Using the update_managed_account_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> update_managed_account_with_http_info(account_guid, member_guid, user_guid, managed_account_update_request_body) ```ruby begin # Update managed account data, status_code, headers = api_instance.update_managed_account_with_http_info(account_guid, member_guid, user_guid, managed_account_update_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_managed_account_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **account_guid** | **String** | The unique id for an `account`. | | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **managed_account_update_request_body** | [**ManagedAccountUpdateRequestBody**](ManagedAccountUpdateRequestBody.md) | Managed account object to be updated (While no single parameter is required, the request body can't be empty) | | ### Return type [**AccountResponseBody**](AccountResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## update_managed_member > update_managed_member(member_guid, user_guid, managed_member_update_request_body) Update managed member Use this endpoint to update the attributes of the specified partner_managed `member`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. managed_member_update_request_body = MxPlatformRuby::ManagedMemberUpdateRequestBody.new # ManagedMemberUpdateRequestBody | Managed member object to be updated (While no single parameter is required, the request body can't be empty) begin # Update managed member result = api_instance.update_managed_member(member_guid, user_guid, managed_member_update_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_managed_member: #{e}" end ``` #### Using the update_managed_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> update_managed_member_with_http_info(member_guid, user_guid, managed_member_update_request_body) ```ruby begin # Update managed member data, status_code, headers = api_instance.update_managed_member_with_http_info(member_guid, user_guid, managed_member_update_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_managed_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **managed_member_update_request_body** | [**ManagedMemberUpdateRequestBody**](ManagedMemberUpdateRequestBody.md) | Managed member object to be updated (While no single parameter is required, the request body can't be empty) | | ### Return type [**MemberResponseBody**](MemberResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## update_managed_transaction > update_managed_transaction(account_guid, member_guid, transaction_guid, user_guid, managed_transaction_update_request_body) Update managed transaction Use this endpoint to update the attributes of the specified partner_managed `transaction`. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new account_guid = 'ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1' # String | The unique id for an `account`. member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. transaction_guid = 'TRN-810828b0-5210-4878-9bd3-f4ce514f90c4' # String | The unique id for a `transaction`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. managed_transaction_update_request_body = MxPlatformRuby::ManagedTransactionUpdateRequestBody.new # ManagedTransactionUpdateRequestBody | Managed transaction object to be updated (While no single parameter is required, the request body can't be empty) begin # Update managed transaction result = api_instance.update_managed_transaction(account_guid, member_guid, transaction_guid, user_guid, managed_transaction_update_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_managed_transaction: #{e}" end ``` #### Using the update_managed_transaction_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> update_managed_transaction_with_http_info(account_guid, member_guid, transaction_guid, user_guid, managed_transaction_update_request_body) ```ruby begin # Update managed transaction data, status_code, headers = api_instance.update_managed_transaction_with_http_info(account_guid, member_guid, transaction_guid, user_guid, managed_transaction_update_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_managed_transaction_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **account_guid** | **String** | The unique id for an `account`. | | | **member_guid** | **String** | The unique id for a `member`. | | | **transaction_guid** | **String** | The unique id for a `transaction`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **managed_transaction_update_request_body** | [**ManagedTransactionUpdateRequestBody**](ManagedTransactionUpdateRequestBody.md) | Managed transaction object to be updated (While no single parameter is required, the request body can't be empty) | | ### Return type [**TransactionResponseBody**](TransactionResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## update_member > update_member(member_guid, user_guid, member_update_request_body) Update member Use this endpoint to update a members attributes. Only the credentials, id, and metadata parameters can be updated. To get a list of the required credentials for the member, use the list member credentials endpoint. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. member_update_request_body = MxPlatformRuby::MemberUpdateRequestBody.new # MemberUpdateRequestBody | Member object to be updated (While no single parameter is required, the request body can't be empty) begin # Update member result = api_instance.update_member(member_guid, user_guid, member_update_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_member: #{e}" end ``` #### Using the update_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> update_member_with_http_info(member_guid, user_guid, member_update_request_body) ```ruby begin # Update member data, status_code, headers = api_instance.update_member_with_http_info(member_guid, user_guid, member_update_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **member_update_request_body** | [**MemberUpdateRequestBody**](MemberUpdateRequestBody.md) | Member object to be updated (While no single parameter is required, the request body can't be empty) | | ### Return type [**MemberResponseBody**](MemberResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## update_tag > update_tag(tag_guid, user_guid, tag_update_request_body) Update tag Use this endpoint to update the name of a specific tag according to its unique GUID. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new tag_guid = 'TAG-aef36e72-6294-4c38-844d-e573e80aed52' # String | The unique id for a `tag`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. tag_update_request_body = MxPlatformRuby::TagUpdateRequestBody.new # TagUpdateRequestBody | Tag object to be updated with required parameter (tag_guid) begin # Update tag result = api_instance.update_tag(tag_guid, user_guid, tag_update_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_tag: #{e}" end ``` #### Using the update_tag_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> update_tag_with_http_info(tag_guid, user_guid, tag_update_request_body) ```ruby begin # Update tag data, status_code, headers = api_instance.update_tag_with_http_info(tag_guid, user_guid, tag_update_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_tag_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **tag_guid** | **String** | The unique id for a `tag`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **tag_update_request_body** | [**TagUpdateRequestBody**](TagUpdateRequestBody.md) | Tag object to be updated with required parameter (tag_guid) | | ### Return type [**TagResponseBody**](TagResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## update_tagging > update_tagging(tagging_guid, user_guid, tagging_update_request_body) Update tagging Use this endpoint to update a tagging. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new tagging_guid = 'TGN-007f5486-17e1-45fc-8b87-8f03984430fe' # String | The unique id for a `tagging`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. tagging_update_request_body = MxPlatformRuby::TaggingUpdateRequestBody.new # TaggingUpdateRequestBody | Tagging object to be updated with required parameter (tag_guid) begin # Update tagging result = api_instance.update_tagging(tagging_guid, user_guid, tagging_update_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_tagging: #{e}" end ``` #### Using the update_tagging_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> update_tagging_with_http_info(tagging_guid, user_guid, tagging_update_request_body) ```ruby begin # Update tagging data, status_code, headers = api_instance.update_tagging_with_http_info(tagging_guid, user_guid, tagging_update_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_tagging_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **tagging_guid** | **String** | The unique id for a `tagging`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **tagging_update_request_body** | [**TaggingUpdateRequestBody**](TaggingUpdateRequestBody.md) | Tagging object to be updated with required parameter (tag_guid) | | ### Return type [**TaggingResponseBody**](TaggingResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## update_transaction > update_transaction(transaction_guid, user_guid, transaction_update_request_body) Update transaction Use this endpoint to update the `description` of a specific transaction according to its unique GUID. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new transaction_guid = 'TRN-810828b0-5210-4878-9bd3-f4ce514f90c4' # String | The unique id for a `transaction`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. transaction_update_request_body = MxPlatformRuby::TransactionUpdateRequestBody.new # TransactionUpdateRequestBody | Transaction object to be updated with a new description begin # Update transaction result = api_instance.update_transaction(transaction_guid, user_guid, transaction_update_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_transaction: #{e}" end ``` #### Using the update_transaction_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> update_transaction_with_http_info(transaction_guid, user_guid, transaction_update_request_body) ```ruby begin # Update transaction data, status_code, headers = api_instance.update_transaction_with_http_info(transaction_guid, user_guid, transaction_update_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_transaction_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **transaction_guid** | **String** | The unique id for a `transaction`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **transaction_update_request_body** | [**TransactionUpdateRequestBody**](TransactionUpdateRequestBody.md) | Transaction object to be updated with a new description | | ### Return type [**TransactionResponseBody**](TransactionResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## update_transaction_rule > update_transaction_rule(transaction_rule_guid, user_guid, transaction_rule_update_request_body) Update transaction_rule Use this endpoint to update the attributes of a specific transaction rule based on its unique GUID. The API will respond with the updated transaction_rule object. Any attributes not provided will be left unchanged. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new transaction_rule_guid = 'TXR-a080e0f9-a2d4-4d6f-9e03-672cc357a4d3' # String | The unique id for a `transaction_rule`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. transaction_rule_update_request_body = MxPlatformRuby::TransactionRuleUpdateRequestBody.new # TransactionRuleUpdateRequestBody | TransactionRule object to be updated begin # Update transaction_rule result = api_instance.update_transaction_rule(transaction_rule_guid, user_guid, transaction_rule_update_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_transaction_rule: #{e}" end ``` #### Using the update_transaction_rule_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> update_transaction_rule_with_http_info(transaction_rule_guid, user_guid, transaction_rule_update_request_body) ```ruby begin # Update transaction_rule data, status_code, headers = api_instance.update_transaction_rule_with_http_info(transaction_rule_guid, user_guid, transaction_rule_update_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_transaction_rule_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **transaction_rule_guid** | **String** | The unique id for a `transaction_rule`. | | | **user_guid** | **String** | The unique id for a `user`. | | | **transaction_rule_update_request_body** | [**TransactionRuleUpdateRequestBody**](TransactionRuleUpdateRequestBody.md) | TransactionRule object to be updated | | ### Return type [**TransactionRuleResponseBody**](TransactionRuleResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## update_user > update_user(user_guid, user_update_request_body) Update user Use this endpoint to update the attributes of a specific user. The MX Platform API will respond with the updated user object. Disabling a user means that accounts and transactions associated with it will not be updated in the background by MX. It will also restrict access to that users data until they are no longer disabled. Users who are disabled for the entirety of an MX Platform API billing period will not be factored into that months bill. To disable a user, update it and set the is_disabled parameter to true. Set it to false to re-enable the user. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. user_update_request_body = MxPlatformRuby::UserUpdateRequestBody.new # UserUpdateRequestBody | User object to be updated (None of these parameters are required, but the user object cannot be empty.) begin # Update user result = api_instance.update_user(user_guid, user_update_request_body) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_user: #{e}" end ``` #### Using the update_user_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> update_user_with_http_info(user_guid, user_update_request_body) ```ruby begin # Update user data, status_code, headers = api_instance.update_user_with_http_info(user_guid, user_update_request_body) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->update_user_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **user_guid** | **String** | The unique id for a `user`. | | | **user_update_request_body** | [**UserUpdateRequestBody**](UserUpdateRequestBody.md) | User object to be updated (None of these parameters are required, but the user object cannot be empty.) | | ### Return type [**UserResponseBody**](UserResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: application/json - **Accept**: application/vnd.mx.api.v1+json ## verify_member > verify_member(member_guid, user_guid) Verify member The verify endpoint begins a verification process for a member. ### Examples ```ruby require 'time' require 'mx-platform-ruby' # setup authorization MxPlatformRuby.configure do |config| # Configure HTTP basic authorization: basicAuth config.username = 'YOUR USERNAME' config.password = 'YOUR PASSWORD' end api_instance = MxPlatformRuby::MxPlatformApi.new member_guid = 'MBR-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for a `member`. user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for a `user`. begin # Verify member result = api_instance.verify_member(member_guid, user_guid) p result rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->verify_member: #{e}" end ``` #### Using the verify_member_with_http_info variant This returns an Array which contains the response data, status code and headers. > , Integer, Hash)> verify_member_with_http_info(member_guid, user_guid) ```ruby begin # Verify member data, status_code, headers = api_instance.verify_member_with_http_info(member_guid, user_guid) p status_code # => 2xx p headers # => { ... } p data # => rescue MxPlatformRuby::ApiError => e puts "Error when calling MxPlatformApi->verify_member_with_http_info: #{e}" end ``` ### Parameters | Name | Type | Description | Notes | | ---- | ---- | ----------- | ----- | | **member_guid** | **String** | The unique id for a `member`. | | | **user_guid** | **String** | The unique id for a `user`. | | ### Return type [**MemberResponseBody**](MemberResponseBody.md) ### Authorization [basicAuth](../README.md#basicAuth) ### HTTP request headers - **Content-Type**: Not defined - **Accept**: application/vnd.mx.api.v1+json