Accept: application/json header with every request.
What you can build
Reporting and dashboards
Pull transactions, balances, and holdings across all of a user’s connected banks, brokerages, and crypto exchanges.
Automations
Trigger workflows from webhooks when new transactions arrive or balances change.
Integrations
Build an OAuth app so other Synci users can securely share their financial data with your product.
Embedded bank connections
Offer bank connections inside your own product to people who have no Synci account.
Authentication at a glance
All requests are authenticated with a Bearer token:
See Authentication for details, Building OAuth apps for the full OAuth guide, and Managed apps if your users will never hold a Synci account of their own.
Quick start
1
Generate a token
In the Synci dashboard, go to Developers → API tokens and create a personal access token. Copy it right away; it is shown only once.
2
List your accounts
3
Fetch transactions booked since June 1st
Core resources
The full endpoint reference, with every path, parameter, and response schema and in-browser request testing, is under API reference.
Guides
Authentication
Personal access tokens, OAuth tokens, and scopes.
Building OAuth apps
Register an app and implement the authorization flow.
Managed apps
Bank connections for users who have no Synci account.
Webhooks
Event types, payloads, signature verification, and retries.
Pagination, filtering, and sorting
How list endpoints work.
Errors
Response format and status codes.
Rate limits
Request limits and how to handle
429 responses.MCP: Connect AI assistants
Give AI tools read-only access to your financial data.
Versioning
The current API version is v1, and all documented endpoints live under/api/v1. We treat the following as non-breaking and may ship them without notice: adding new endpoints, adding new optional request parameters, adding new fields to responses, and adding new webhook event types (you only receive events you subscribe to). Breaking changes will be announced ahead of time.
A handful of endpoints have a reworked shape under
/api/v2. Version 2 is in alpha and documented separately under API v2; everything not listed there is still served and documented under v1.Getting help
- Help center: help.synci.io
- Dashboard: manage tokens, apps, and webhooks under Developers in your Synci account.
- Email: support@synci.io