📄️ accountSubtypes
No description
📄️ accountTransferResult
No description
📄️ accountTransferStatus
No description
📄️ accountTypeOptions
No description
📄️ accountTypeSummaries
No description
📄️ accountTypes
No description
📄️ account
No description
📄️ accountsTransferEligibility
No description
📄️ accountsWithUnallocatedBalancesForGoals
No description
📄️ accounts
No description
📄️ activeBrowserAutomationSession
No description
📄️ activeInstitutionNotices
No description
📄️ activityEvent
No description
📄️ activityEvents
No description
📄️ adviceItemCategories
No description
📄️ adviceItemTaskV2
No description
📄️ adviceItemTask
No description
📄️ adviceItemV2
No description
📄️ adviceItem
No description
📄️ adviceItemsV2
No description
📄️ adviceItems
No description
📄️ aggregateSnapshots
No description
📄️ aggregatedRecurrenceGroups
V2 recurring aggregate totals by type (income / expense / transfer) over a date window, backing the summary card. Scopes periodStatus the same way as the Monthly list. Excludes ended groups unless includeInactive is set — pass the same value as recurrenceGroups so the card matches the visible rows. Null when feat-recurring-v2 is off — clients fall back to aggregatedRecurringItems.
📄️ aggregatedRecurringItems
No description
📄️ aggregates
No description
📄️ allInstitutions
No description
📄️ allTransactions
No description
📄️ allocationCategory
No description
📄️ assistantFeedbackByThread
No description
📄️ availableBusinessEntityDemoScenarios
List all available business entity demo scenarios
📄️ balanceHistoryParserColumns
Get required and optional columns for the balance history CSV parser
📄️ bill
Get bill split by ID or Token
📄️ budgetApplyToFutureMonthsDefault
No description
📄️ budgetData
No description
📄️ budgetMonthlyAmounts
No description
📄️ budgetStatus
No description
📄️ budgetSystem
No description
📄️ businessEntities
Get all business entities for the current household
📄️ businessEntityFinancials
Get financial summaries (income, expense, net assets) for business entities
📄️ businessEntitySummaries
Get aggregated summaries per business entity. Useful for Sankey visualizations.
📄️ businessEntity
Get a single business entity by ID
📄️ cacheKey
Returns the argument passed in. Useful to work around some limitations of Apollo on the frontend.
📄️ canSkipPremiumUpsell
No description
📄️ cancellationReasons
No description
📄️ cashFlowProjection
Projected daily balances and upcoming virtual transactions for a single account. Defaults to a 30-day horizon (max 30) when startDate/endDate/days are omitted.
📄️ categories
No description
📄️ categorizationDetails
No description
📄️ categoryDeletionInfo
No description
📄️ categoryGroup
No description
📄️ categoryGroups
No description
📄️ category
No description
📄️ connectedApps
No description
📄️ constants
No description
📄️ contactFormData
No description
📄️ credential
No description
📄️ credentials
No description
📄️ creditBalance
No description
📄️ creditReportLiabilityAccounts
No description
📄️ creditReportLiabilityStatements
No description
📄️ creditScoreSnapshots
Returns the credit scores for the whole household.
📄️ currentTotalBalanceForGoals
The total balance of all goals for the household. Sums the goal events for all active goals.
📄️ dataProviderSwitchOperation
Poll an in-progress provider switch session (DP Switching step 2).
📄️ debtAccounts
No description
📄️ debtPaydownMonthlyBudgetAmounts
No description
📄️ debtPaydownPlan
No description
📄️ debtProjectionForecastLimit
The maximum number of years the debt projection can be forecasted for.
📄️ decagonToken
No description
📄️ discordRedirectUrl
No description
📄️ downloadScheduleCSession
No description
📄️ downloadTransactionsSession
No description
📄️ equityAccountsCount
No description
📄️ equityGrantPreview
Preview equity grant calculations without saving
📄️ equityGrant
No description
📄️ explainTransaction
Returns an explanation of the transaction matching the given id.
📄️ financialInsightExclusions
Returns all exclusion rules for the current household.
📄️ financialInsightRun
Returns a single pipeline run by ID (for polling).
📄️ financialInsightRuns
Returns pipeline runs for the current household.
📄️ financialInsightSummary
Aggregated counts and savings totals for dashboard badges.
📄️ financialInsight
Returns a single financial insight by ID.
📄️ financialInsights
Returns financial insights for the current household, sorted by score.
📄️ flexExpenseRolloverPeriod
No description
📄️ forceRefreshOperation
Look up a force refresh operation by ID. Returns null if not found or not authorized.
📄️ forecastScenario
No description
📄️ forecastScenarios
No description
📄️ gameResults
No description
📄️ generatedReportName
Given a report configuration, generate a suggested name for the report
📄️ getAccountsForTransactions
No description
📄️ getTransaction
Returns the transaction matching the given id if it exists for the user, otherwise null.
📄️ giftedSubscriptionsPurchasedByHousehold
No description
📄️ globalSearch
No description
📄️ goalAccountsAllocationSummary
No description
📄️ goalAccountsForInitialContribution
No description
📄️ goalMonthlyBudgetAmounts
No description
📄️ goalOptions
No description
📄️ goalPlannedContributionsV2
No description
📄️ goalRecommendedMonthlyContributions
The recommended monthly contributions for a savings goal. Includes general contributions and contributions for linked accounts.
📄️ goalReconciliationHistory
No description
📄️ goalReconciliationTransactionInfo
No description
📄️ goalV2
No description
📄️ goalsBalanceThisMonth
The balance of all goals for the current month. Sums the goal events for the current month only.
📄️ goalsV2
No description
📄️ goals
No description
📄️ guessYourSpend
No description
📄️ hasAccountsSyncing
No description
📄️ hasAccounts
No description
📄️ householdAccessGrants
No description
📄️ householdInvites
No description
📄️ householdMerchant
No description
📄️ householdMerchants
No description
📄️ householdPreferences
No description
📄️ householdProfile
No description
📄️ householdTransactionTags
No description
📄️ householdTranscriptionKey
No description
📄️ institution
No description
📄️ institutionsStatus
Get institution connection health status for all user credentials from ISS API
📄️ invoices
No description
📄️ latestFinancialInsightRun
Returns the most recent completed pipeline run.
📄️ latestForceRefreshOperation
Get the most recent force refresh operation initiated by the current user.
📄️ latestRetailSyncsByVendor
No description
📄️ legacyGoalsMigrationData
No description
📄️ me
No description
📄️ merchantCount
No description
📄️ merchantWithRecommendedDefaultCategory
The recommended default category for a single merchant when all eligible (non-pending, non-uncategorized) transactions use exactly one category at least minTransactionCount times, or null otherwise.
📄️ merchant
No description
📄️ merchantsWithRecommendedDefaultCategoryCount
How many merchants merchantsWithRecommendedDefaultCategory would return, ignoring paging. Optional search matches the list field's merchant-name filter.
📄️ merchantsWithRecommendedDefaultCategory
Merchants without a default category that use exactly one eligible category across at least minTransactionCount transactions, along with that category and its usage count. Optional search filters by merchant name (case-insensitive substring).
📄️ merchants
No description
📄️ messageThread
No description
📄️ messageThreads
No description
📄️ migratedToGoalsV2
No description
📄️ migratedToSavingsGoalsAt
No description
📄️ migratedToSavingsGoals
No description
📄️ mobileSubscriptionOffering
No description
📄️ monarchMethodAccountSettings
The Monarch Method settings saved on the household's accounts (inclusion toggle + purpose set): one entry per account that has a saved setting, so the front-end can hydrate its per-account toggles and selectors. Accounts with no entry are at their defaults (included, no purpose). Gated by the feat-monarch-method-web feature flag.
📄️ monarchMethodCashFlowFixedExpenseSettings
Which of the household's expense categories count toward the Cash Flow pillar: every expense category as a full category object, each flagged included/excluded with its recent spend over the requested window (spendWindowMonths). Until the household saves a selection (isConfigured false) the flags are the recommended default - fixed categories plus Taxes/Financial Fees - and users can include any expense category. Self-contained, so the picker needs no second query. Gated by the feat-monarch-method-web feature flag.
📄️ monarchMethodComponentChart
Health-zone bands + month-end metric history for a Monarch Method component over-time chart. Zones and series are backend-computed so clients share one source of truth. Gated by the feat-monarch-method-web feature flag.
📄️ monarchMethodDataPreview
The cash-flow (trailing take-home income + living expenses) and net-worth (assets + liabilities) inputs the score is built on, for the funnel 'confirm what we'll use' page. Uses the same account scope as scoring. Gated by the feat-monarch-method-web feature flag.
📄️ monarchMethodPillarScore
Full breakdown (components + data points) for a single Monarch Method pillar, fetchable on its own for the pillar detail page without loading all pillars. Reuses the same daily snapshot as monarchMethodScore, so values match the overview. Gated by the feat-monarch-method-web feature flag.
📄️ monarchMethodScoreHistory
The household's Monarch Method score history for graphs: one point per calendar month (the most recent snapshot in each), oldest first. Optionally bounded by start_date/end_date. Gated by the feat-monarch-method-web feature flag.
📄️ monarchMethodScore
Computes the Monarch Method score (0-1000) and per-pillar breakdown for the current household, using the household's persisted questionnaire answers. Pillars not yet implemented are simply absent. Gated by the feat-monarch-method-web feature flag while in MVP.
📄️ myHousehold
No description
📄️ nonExemptEndpoint
No description
📄️ notificationPreference
No description
📄️ notificationPreferences
No description
📄️ oldestDeletableSyncedSnapshotDate
No description
📄️ oldestDeletableSyncedTransactionDate
No description
📄️ oldestDeletableTransactionDate
Filter all transactions before this date.
📄️ onboardingFinancialGoals
No description
📄️ pastSplits
Get list of past bill splits for a user
📄️ paycheckEmployerCount
No description
📄️ paycheckEmployers
No description
📄️ paycheck
No description
📄️ paychecksSummary
No description
📄️ paychecks
No description
📄️ plusUpgradeTrial
No description
📄️ portfolio
No description
📄️ previewAccountDataTransferSnapshots
No description
📄️ previewAccountDataTransferTransactions
No description
📄️ previewCopySnapshots
No description
📄️ previewDeleteSyncedSnapshots
No description
📄️ previewDeleteSyncedTransactions
No description
📄️ previewDeleteTransactions
No description
📄️ previewRecurrenceDetectionSession
Poll status/results for an async employee recurrence detection preview.
📄️ productBoardToken
No description
📄️ productRoadmap
No description
📄️ profileQuestionnaireV2
No description
📄️ profileQuestionnaire
No description
📄️ questionnaireState
The current user's Monarch Method questionnaire state: each question with its current answer and answered/fresh/due flags. Gated by the feat-monarch-method-web feature flag.
📄️ recap
No description
📄️ recommendedAccountDataTransferAccounts
No description
📄️ recommendedAccountDataTransferDates
No description
📄️ recommendedCategories
Returns a list of category suggestions for a given transaction.
📄️ recommendedMerchants
Returns a list of merchant suggestions for a given transaction.
📄️ recommendedResolutionLinks
No description
📄️ recurrenceGroup
A single V2 recurring group by id, with its assigned transactions.
📄️ recurrenceGroups
V2 recurring groups for the household — a flat list (sectioning is a client-side concern). Excludes ended groups unless includeInactive is set. Pass both startDate and endDate (Monthly/Calendar views) to scope each group's periodStatus/periodDate to that window; omit them (All view) and those fields are null — use status/nextForecastedTransaction.
📄️ recurringMerchantSearch
No description
📄️ recurringRemainingDue
Aggregated info about remaining due items for a household.
📄️ recurringTransactionItems
Returns all expected recurring items within the date range.
📄️ recurringTransactionStreams
Returns all recurring transaction streams for a household and its expected next charge.
📄️ referralRedemptions
No description
📄️ referralStatistics
No description
📄️ reportConfigurations
Get all report configurations for the current user's household
📄️ reports
No description
📄️ retailExtensionSettings
No description
📄️ retailOrdersConnection
No description
📄️ retailOrders
No description
📄️ retailSync
No description
📄️ retailSyncsWithTotal
No description
📄️ retailSyncs
No description
📄️ retailTransaction
No description
📄️ retailTransactionsConnection
No description
📄️ reviewCheckinsByMonth
No description
📄️ review
No description
📄️ savingsGoalMigrationStatus
No description
📄️ savingsGoalMonthlyBudgetAmounts
No description
📄️ savingsGoal
No description
📄️ savingsGoals
No description
📄️ scheduleCLineItems
Get all Schedule C line items for a given tax year
📄️ securities
No description
📄️ securityHistoricalPerformance
No description
📄️ securityTypes
No description
📄️ security
No description
📄️ semanticSearch
No description
📄️ shouldShowPremiumUpsell
No description
📄️ smartPrompts
Get personalized smart prompts for the current household
📄️ snapshotsByAccountType
No description
📄️ snapshotsForAccount
No description
📄️ spinwheelUser
No description
📄️ sponsorInvoices
No description
📄️ sponsoredHouseholds
No description
📄️ statementParserColumns
Get required and optional columns for a specific statement CSV parser
📄️ staticTokens
No description
📄️ stripeCancellationDiscountOffer
No description
📄️ subscriptionOffering
No description
📄️ subscriptionSponsorAccessGrants
No description
📄️ subscriptionSponsor
No description
📄️ subscriptionSponsorshipDemoAccount
No description
📄️ subscriptionSponsorshipInvites
No description
📄️ subscriptionSponsorships
No description
📄️ subscription
No description
📄️ taxLotPerformance
No description
📄️ taxScheduleCategoryMappings
Get all category-to-line-item mappings for a schedule and tax year
📄️ topInstitutionGroupByType
No description
📄️ topInstitutionGroups
No description
📄️ transactionAttachment
No description
📄️ transactionEligibilityForDebtPaydownLinking
Aggregate eligibility of a bulk transaction selection for debt paydown linking.
📄️ transactionEligibilityForSavingsGoalLinking
Aggregate eligibility of a bulk transaction selection for savings goal linking.
📄️ transactionFilterSets
No description
📄️ transactionFiltersMetadata
Gets metadata about the related entities referenced in the transaction filters
📄️ transactionIdMatchPreview
Preview how many uploaded rows would update existing transactions vs. create new ones.
📄️ transactionRulePreview
No description
📄️ transactionRules
No description
📄️ triggerError
No description
📄️ triggerTimeout
No description
📄️ trustedReceiptSenders
No description
📄️ unreconciledSpendingEventsForAccount
No description
📄️ upcomingSponsorInvoice
No description
📄️ uploadBalanceHistorySession
No description
📄️ uploadStatementSession
No description
📄️ userDiscordData
No description
📄️ userHasConfiguredRetailSyncExtension
No description
📄️ userOnboardingFinancialGoals
No description
📄️ userProfile
No description
📄️ userReportedOnboardingAttributionChannels
No description
📄️ users
No description
📄️ vehicles
No description
📄️ zestimates
No description