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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 Customers. 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 3.2.0, 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 3.2.0
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), Threshold (3 properties), Error (3 properties). Each schema is shown below with its type and property counts.

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

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
Where this information came from

This is an independent, third-party profile of Envestnet Customer 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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