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Clio Bank Accounts API

These accounts are meant to mirror the firm’s accounts at their financial institution. Users can add a bank account to Clio to use with [Clio Payments](https://help.clio.com/hc/articles/9285631748507-Payments-and-Bank-Accounts), and for use as an audit and [reconciliation](https://help.clio.com/hc/en-us/articles/9290138047899) tool.[Support Link](https://help.clio.com/hc/articles/9285631748507-Payments-and-Bank-Accounts)

Clio Bank Accounts API is one of 85 APIs that Clio publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Bank Accounts. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and authentication docs.

This API exposes 5 operations across 2 paths, and defines 7 schemas. It is described by OpenAPI 3.2.0, at version v4.

Requests are made against 4 base URLs: https://app.clio.com/api/v4, https://eu.app.clio.com/api/v4, https://ca.app.clio.com/api/v4, https://au.app.clio.com/api/v4.

5 operations 2 paths 7 schemas 1 DELETE2 GET1 PATCH1 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
v4
Base URL
https://app.clio.com/api/v4
Resource Areas
1

Paths & Operations 5

Across 2 paths, the API surfaces 5 operations — 1 DELETE, 2 GET, 1 PATCH, 1 POST. Each is listed below with its method, path, parameters, and response codes.

Bank Accounts 5

These accounts are meant to mirror the firm’s accounts at their financial institution. Users can add a bank account to Clio to use with [Clio Payments](https://help.clio.com/hc/ar…

GET
/bank_accounts.json
Return the data for all BankAccounts
BankAccount#index 12 params → 200400401403429
POST
/bank_accounts.json
Create a new BankAccount
BankAccount#create 2 params body → 201400403404422401429
GET
/bank_accounts/{id}.json
Return the data for a single BankAccount
BankAccount#show 5 params → 200400403404401429304
PATCH
/bank_accounts/{id}.json
Update a single BankAccount
BankAccount#update 4 params body → 200400403404422401429412
DELETE
/bank_accounts/{id}.json
Delete a single BankAccount
BankAccount#destroy 2 params → 204403

Schemas 7

The contract defines 7 schemas that model the data the API accepts and returns. The most detailed are BankAccount_base (23 properties), User_base (19 properties), ErrorDetail (2 properties), Error (1 property). Each schema is shown below with its type and property counts.

BankAccount
BankAccount_Show
object
1 property 1 required
BankAccount_List
object
1 property 1 required
BankAccount_base
object
23 properties
User_base
object
19 properties
ErrorDetail
object
2 properties 2 required
Error
object
1 property 1 required

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

clio-bank-accounts-api-openapi.yml Raw ↑

Other APIs Clio publishes across the network.

Clio Webhooks
Clio App Directory
Clio Activities API
Clio Activity Descriptions API
Clio Activity Rates API
Clio Allocations API
Clio Bank Transactions API
Clio Bank Transfers API
Clio Bill Themes API
Clio Billable Clients API
Clio Billable Matters API
Clio Billing Settings API
Where this information came from

This is an independent, third-party profile of Clio Bank Accounts API, published by API Evangelist. We do not operate, host, resell, or support these APIs, and we are not affiliated with or endorsed by the company unless stated above. Everything here is built from publicly available information — the company's own site, developer portal, documentation, public repositories, and the specifications it publishes for public use. Nothing is obtained by breaching a system, defeating an access control, or using credentials.

The Kin Score and Agent Readiness rating are independently calculated assessments of a company's public API artifacts, scored against a published rubric. They are not certifications, endorsements, security assessments, or audits.

Corrections, re-scores, and removal are free — no partnership or purchase required, and you do not need to justify the request. A removed company is recorded as unrated, never scored zero for having asked. Acknowledgement within one business day; removal within two.

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