Automate Yodlee Core
HumDay reads Yodlee Core’s own published API description and derives 64 operations from it. Describe the outcome you want in plain words — you get a program that is written, proven on real data, and run for you.
What Yodlee Core is
This file describes the Yodlee Platform APIs using the swagger notation. You can use this swagger file to generate client side SDKs to the Yodlee Platform APIs for many different programming languages. Yodlee supports the Java SDK and it is available here . You can generate a client SDK for Python, Java, JavaScript, PHP or other language
What HumDay can do in Yodlee Core
33 documented operations change something in Yodlee Core.
- DELETEDelete Notification Subscription
/configs/notifications/events/{eventName} - POSTSubscribe For Notification Event
/configs/notifications/events/{eventName} - PUTUpdate Notification Subscription
/configs/notifications/events/{eventName} - PUTUpdate User Details
/user - POSTAdd Manual Account
/accounts - POSTUser Logout
/user/logout - POSTRegister User
/user/register - DELETEDelete User
/user/unregister - POSTCreate Category
/transactions/categories - DELETEDelete Document
/documents/{documentId} - POSTCreate or Run Transaction Categorization Rule
/transactions/categories/rules - POSTInitiaite Matching Service and Challenge Deposit
/verification - PUTVerify Challenge Deposit
/verification - PUTUpdate Account
/providerAccounts - DELETEDelete Token
/auth/token - POSTGenerate Access Token
/auth/token - POSTGenerate API Key
/auth/apiKey - POSTCobrand Login
/cobrand/login - POSTCobrand Logout
/cobrand/logout - PUTUpdate Category
/transactions/categories - POSTEvaluate Address
/accounts/evaluateAddress - DELETEDelete Account
/accounts/{accountId} - PUTUpdate Account
/accounts/{accountId} - PUTUpdate Transaction
/transactions/{transactionId} - POSTVerify Accounts Using Transactions
/verifyAccount/{providerAccountId} - DELETEDelete Provider Account
/providerAccounts/{providerAccountId} - DELETEDelete API Key
/auth/apiKey/{key} - DELETEDelete Category
/transactions/categories/{categoryId} - PUTUpdate Preferences
/providerAccounts/{providerAccountId}/preferences - DELETEDelete Transaction Categorization Rule
/transactions/categories/rules/{ruleId} - POSTRun Transaction Categorization Rule
/transactions/categories/rules/{ruleId} - PUTUpdate Transaction Categorization Rule
/transactions/categories/rules/{ruleId} - POSTSaml Login
/user/samlLogin
What HumDay can read from Yodlee Core
These are the operations a schedule or a trigger can watch.
- GETGet User Details
/user - GETGet Subscribed Notification Events
/configs/notifications/events - GETGet Access Tokens
/user/accessTokens - GETGet Events
/dataExtracts/events - GETGet Transaction Category List
/transactions/categories - GETGet Holding Type List
/holdings/holdingTypeList - GETGet User Profile Details
/providerAccounts/profile - GETGet Asset Classification List
/holdings/assetClassificationList - GETDownload a Document
/documents/{documentId} - GETGet Accounts
/accounts - GETGet Holdings
/holdings - GETGet Documents
/documents - GETGet Providers
/providers - GETGet Statements
/statements - GETGet Transactions
/transactions - GETGet Verification Status
/verification - GETGet Provider Accounts
/providerAccounts - GETGet API Keys
/auth/apiKey - GETGet Providers Count
/providers/count - GETGet Networth Summary
/derived/networth - GETGet Public Key
/configs/publicKey - GETGet Transactions Count
/transactions/count - GETGet Security Details
/holdings/securities - GETGet userData
/dataExtracts/userData - GETGet Holding Summary
/derived/holdingSummary - GETGet Transaction Summary
/derived/transactionSummary - GETGet Historical Balances
/accounts/historicalBalances - GETGet Account Details
/accounts/{accountId} - GETGet Provider Details
/providers/{providerId} - GETGet Provider Account Details
/providerAccounts/{providerAccountId} - GETGet Transaction Categorization Rules
/transactions/categories/txnRules
How automating Yodlee Core works
- Describe the outcome. Say what you want to happen, in your own words. No node graphs, no field mapping.
- Approve the contract. HumDay writes down exactly what it will do, what it will touch, and what it will never do. You approve it before anything is built.
- See it proven. The program runs and shows you the result before it is allowed near your live Yodlee Core account.
- Grant access, then go live. You approve the specific Yodlee Core operations it may use — and only those.
Popular Yodlee Core integrations
Connect Yodlee Core to the tools people pair it with most.
- Yodlee Core and OData for namespace microsoft.graphintegration
- Yodlee Core and Cloudflareintegration
- Yodlee Core and NetBoxintegration
- Yodlee Core and GitHubintegration
- Yodlee Core and Mistintegration
- Yodlee Core and Loket.nlintegration
- Yodlee Core and Atlassian The Jira Cloud platformintegration
- Yodlee Core and Magento B2Bintegration
- Yodlee Core and Stripeintegration
- Yodlee Core and Zuora Reference Billingintegration
- Yodlee Core and bunqintegration
- Yodlee Core and DocuSignintegration
Automate Yodlee Core with these
- Stripe442 operations
- Zuora Reference Billing428 operations
- bunq421 operations
- PayRun.IO389 operations
- Sinao272 operations
- Xero Accounting224 operations
- The Plaid191 operations
- Biapi Budgea Documentation167 operations
- Naviplancentral Advicent.FactFinderService151 operations
- Bigredcloud Big Red Cloud111 operations
- Codat Accounting105 operations
- Portfoliooptimizer Portfolio Optimizer83 operations
Categories
Questions about Yodlee Core automation
- Can HumDay connect to Yodlee Core?
- Yes. HumDay reads Yodlee Core's own published API description and derives the operations from it, so there is no hand-built connector to wait for. 64 operations are documented.
- Do I need to write code to automate Yodlee Core?
- No. You describe the outcome you want in plain words. HumDay agrees a contract with you, writes the program, and shows you a test run before anything touches your Yodlee Core account.
- What can HumDay do in Yodlee Core?
- 33 of the 64 documented operations change something in Yodlee Core, and 31 read from it. HumDay only ever uses the specific operations your approved contract needs.
- Is my Yodlee Core account safe?
- Your credentials are stored encrypted and are never shown in chat, code, or logs. Every run is limited to the operations you explicitly approved, and anything that writes to Yodlee Core is held behind that approval.
Where this came from
The operations above are read from a published API description for Yodlee Core at developer.yodlee.com/sites/default/files/api_spec/coreapisoas3.yml. Descriptions are the provider’s own words, not ours. Last published 2021-06-21.