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Envestnet Customer API

The Customer API from Envestnet — 1 operation(s) for customer.

Envestnet Customer API is one of 21 APIs that Envestnet publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Customer. The published artifact set on APIs.io includes an OpenAPI specification and API documentation.

This API exposes 2 operations across 1 path, and defines 6 schemas. It is described by OpenAPI 3.0.1, at version 1.1.0.

Requests are made against a single base URL, /.

2 operations 1 paths 6 schemas 1 GET1 PATCH

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.0.1
API Version
1.1.0
Server
/
Terms of Service
Resource Areas
1

Paths & Operations 2

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

Customer 2
GET
/insights/configs/customerSubscriptions
Envestnet Provide details of all the insights available to the customer.
getCutomerSubscription → 200400401
PATCH
/insights/configs/customerSubscriptions
Envestnet Update details of one or more customer subscribed insights.
updateCustomerSubscription body → 204400401

Schemas 6

The contract defines 6 schemas that model the data the API accepts and returns. The most detailed are Subscription (7 properties), CustomerConfiguration (6 properties), Error (3 properties), Threshold (3 properties). Each schema is shown below with its type and property counts.

Subscription
object
Details about the configurations applied for the specific insight.
7 properties
CustomerSubscription
object
1 property
Threshold
object
3 properties
CustomerConfiguration
object
6 properties
customerSubscriptions
object
1 property
Error
object
3 properties 3 required

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

envestnet-customer-api-openapi.yml Raw ↑

Other APIs Envestnet publishes across the network.

Envestnet Account Token API
Envestnet Accounts API
Envestnet Associated Details API
Envestnet Auth API
Envestnet Configs API
Envestnet Consents API
Envestnet CreditAcceleratorFile API
Envestnet DataExtracts API
Envestnet Derived API
Envestnet Documents API
Envestnet Holdings API
Envestnet Payment Processor API