# Moneyline

> Open-source, AI-native financial document intelligence. Ingest, classify, parse, enrich, and analyze financial documents through one API.

- [Moneyline](https://docs.moneyline.co/index.md): Open-source, AI-native financial document intelligence — ingest, classify, parse, enrich, and analyze financial documents through a single API.
- [Quickstart](https://docs.moneyline.co/get-started/quickstart.md): Create a submission, upload a bank statement, and read the analytics — in about five minutes, in the language of your choice.
- [Authentication](https://docs.moneyline.co/get-started/authentication.md): API keys, personal access tokens, and how the environment is chosen for you.
- [Concepts](https://docs.moneyline.co/get-started/concepts.md): Core concepts in Moneyline's data model.
- [Errors](https://docs.moneyline.co/get-started/errors.md): The error envelope, what each type means, and the typed errors every SDK raises.
- [Pagination](https://docs.moneyline.co/guides/pagination.md): Cursor pagination, and the auto-paging helpers each SDK provides.
- [Idempotency](https://docs.moneyline.co/guides/idempotency.md): Retry a write safely — the same key returns the original result instead of creating a duplicate.
- [Rate limits](https://docs.moneyline.co/guides/rate-limits.md): 1000 requests per minute per key, and how to stay under it.
- [Webhooks](https://docs.moneyline.co/guides/webhooks.md): Receive real-time notifications when events occur in Moneyline.
- [Self-Hosting](https://docs.moneyline.co/guides/self-hosting.md): Run Moneyline on your own infrastructure.
- [Migration from Heron Data](https://docs.moneyline.co/guides/migration-from-heron.md): Moneyline is a drop-in replacement for Heron Data's transaction enrichment API. This guide maps Heron endpoints to Moneyline equivalents.
- [CLI Reference](https://docs.moneyline.co/tools/cli.md): Command-line access to Moneyline — create submissions, upload documents, pull analytics, and tail webhooks without writing code.
- [MCP Server](https://docs.moneyline.co/tools/mcp.md): Moneyline ships a Model Context Protocol server that exposes 51 tools and 5 resources for AI agent integration with Claude, OpenClaw, and any MCP-compatible client.
- [SDKs](https://docs.moneyline.co/sdks/overview.md): Three official clients — TypeScript, Python, and Go — over the same 13 resources.
- [Node.js / TypeScript SDK](https://docs.moneyline.co/sdks/typescript.md): Official Node.js SDK for the Moneyline API — every resource typed, with auto-complete for parameters and responses.
- [Python SDK](https://docs.moneyline.co/sdks/python.md): Official Python SDK for the Moneyline API — sync and async clients built on httpx, with pydantic v2 models for every response.
- [Go SDK](https://docs.moneyline.co/sdks/go.md): Official Go SDK for the Moneyline API — idiomatic, context-aware, with generated types for every response body.
- [SDK parity](https://docs.moneyline.co/sdks/parity.md): Which methods each SDK exposes, per resource.
- [API reference](https://docs.moneyline.co/api-reference/introduction.md): Conventions that hold across every endpoint — base URLs, auth, envelopes, casing, pagination, and errors.
- [Create a submission](https://docs.moneyline.co/api-reference/submissions/create-a-submission.md)
- [List submissions](https://docs.moneyline.co/api-reference/submissions/list-submissions.md)
- [Get a submission](https://docs.moneyline.co/api-reference/submissions/get-a-submission.md)
- [Update a submission](https://docs.moneyline.co/api-reference/submissions/update-a-submission.md)
- [Delete a submission](https://docs.moneyline.co/api-reference/submissions/delete-a-submission.md)
- [Trigger document processing for a submission](https://docs.moneyline.co/api-reference/submissions/trigger-document-processing-for-a-submission.md)
- [Get submission status with document/policy breakdown](https://docs.moneyline.co/api-reference/submissions/get-submission-status-with-documentpolicy-breakdown.md)
- [Run the parse + enrich pipeline for a submission](https://docs.moneyline.co/api-reference/submissions/run-the-parse-+-enrich-pipeline-for-a-submission.md)
- [Trigger enrichment for a submission](https://docs.moneyline.co/api-reference/submissions/trigger-enrichment-for-a-submission.md)
- [Find potential duplicate submissions](https://docs.moneyline.co/api-reference/submissions/find-potential-duplicate-submissions.md)
- [List shares for a submission](https://docs.moneyline.co/api-reference/submissions/list-shares-for-a-submission.md)
- [Create a share for a submission](https://docs.moneyline.co/api-reference/submissions/create-a-share-for-a-submission.md)
- [List notes for a share](https://docs.moneyline.co/api-reference/submissions/list-notes-for-a-share.md)
- [Create a note for a share](https://docs.moneyline.co/api-reference/submissions/create-a-note-for-a-share.md)
- [Delete a share](https://docs.moneyline.co/api-reference/submissions/delete-a-share.md)
- [List data sources for a submission](https://docs.moneyline.co/api-reference/submissions/list-data-sources-for-a-submission.md)
- [List positions for a submission](https://docs.moneyline.co/api-reference/submissions/list-positions-for-a-submission.md)
- [List emails for a submission](https://docs.moneyline.co/api-reference/submissions/list-emails-for-a-submission.md)
- [Create an enricher for a submission](https://docs.moneyline.co/api-reference/submissions/create-an-enricher-for-a-submission.md)
- [Sync an enricher](https://docs.moneyline.co/api-reference/submissions/sync-an-enricher.md)
- [List fields for an enricher](https://docs.moneyline.co/api-reference/submissions/list-fields-for-an-enricher.md)
- [List results for an enricher](https://docs.moneyline.co/api-reference/submissions/list-results-for-an-enricher.md)
- [Get a result](https://docs.moneyline.co/api-reference/submissions/get-a-result.md)
- [List PDFs for a submission](https://docs.moneyline.co/api-reference/submissions/list-pdfs-for-a-submission.md)
- [Get a PDF](https://docs.moneyline.co/api-reference/submissions/get-a-pdf.md)
- [Update a PDF](https://docs.moneyline.co/api-reference/submissions/update-a-pdf.md)
- [Parse a PDF](https://docs.moneyline.co/api-reference/submissions/parse-a-pdf.md)
- [Reload a PDF](https://docs.moneyline.co/api-reference/submissions/reload-a-pdf.md)
- [Create an unload for a PDF](https://docs.moneyline.co/api-reference/submissions/create-an-unload-for-a-pdf.md)
- [Create a currency for a PDF](https://docs.moneyline.co/api-reference/submissions/create-a-currency-for-a-pdf.md)
- [Update statements for a PDF](https://docs.moneyline.co/api-reference/submissions/update-statements-for-a-pdf.md)
- [Create a plaid asset for a submission](https://docs.moneyline.co/api-reference/submissions/create-a-plaid-asset-for-a-submission.md)
- [Create a plaid transaction for a submission](https://docs.moneyline.co/api-reference/submissions/create-a-plaid-transaction-for-a-submission.md)
- [Create an ocrolu for a submission](https://docs.moneyline.co/api-reference/submissions/create-an-ocrolu-for-a-submission.md)
- [Create an inscribe for a submission](https://docs.moneyline.co/api-reference/submissions/create-an-inscribe-for-a-submission.md)
- [Create a decision logic for a submission](https://docs.moneyline.co/api-reference/submissions/create-a-decision-logic-for-a-submission.md)
- [Create a yodlee for a submission](https://docs.moneyline.co/api-reference/submissions/create-a-yodlee-for-a-submission.md)
- [Get the bank summary for a submission](https://docs.moneyline.co/api-reference/submissions/get-the-bank-summary-for-a-submission.md)
- [List financials for a submission](https://docs.moneyline.co/api-reference/submissions/list-financials-for-a-submission.md)
- [Get the recent for a file](https://docs.moneyline.co/api-reference/submissions/get-the-recent-for-a-file.md)
- [Get the base64 for a document](https://docs.moneyline.co/api-reference/submissions/get-the-base64-for-a-document.md)
- [Get the XLSX for a document](https://docs.moneyline.co/api-reference/submissions/get-the-xlsx-for-a-document.md)
- [Rename a document](https://docs.moneyline.co/api-reference/submissions/rename-a-document.md)
- [List attribute values for a submission](https://docs.moneyline.co/api-reference/submissions/list-attribute-values-for-a-submission.md)
- [List parsed submissions for a submission](https://docs.moneyline.co/api-reference/submissions/list-parsed-submissions-for-a-submission.md)
- [List missing accounts for a submission](https://docs.moneyline.co/api-reference/submissions/list-missing-accounts-for-a-submission.md)
- [Get the timeline for a submission](https://docs.moneyline.co/api-reference/submissions/get-the-timeline-for-a-submission.md): Get chronological event timeline for a submission, derived from audit log and related records
- [Compare a submission](https://docs.moneyline.co/api-reference/submissions/compare-a-submission.md): Compare two submissions side by side: field-by-field diff, metric comparison, risk delta
- [Create an entity](https://docs.moneyline.co/api-reference/entities/create-an-entity.md)
- [List entities](https://docs.moneyline.co/api-reference/entities/list-entities.md)
- [Export entities with their attributes](https://docs.moneyline.co/api-reference/entities/export-entities-with-their-attributes.md)
- [Bulk save entity attribute sources](https://docs.moneyline.co/api-reference/entities/bulk-save-entity-attribute-sources.md)
- [Get an entity with its attributes](https://docs.moneyline.co/api-reference/entities/get-an-entity-with-its-attributes.md)
- [Update an entity](https://docs.moneyline.co/api-reference/entities/update-an-entity.md)
- [Delete an entity](https://docs.moneyline.co/api-reference/entities/delete-an-entity.md)
- [Add an attribute definition to an entity](https://docs.moneyline.co/api-reference/entities/add-an-attribute-definition-to-an-entity.md)
- [List attribute definitions for an entity](https://docs.moneyline.co/api-reference/entities/list-attribute-definitions-for-an-entity.md)
- [Add an attribute value source to an entity](https://docs.moneyline.co/api-reference/entities/add-an-attribute-value-source-to-an-entity.md)
- [List enrichments for an entity](https://docs.moneyline.co/api-reference/entities/list-enrichments-for-an-entity.md)
- [Get an enrichment](https://docs.moneyline.co/api-reference/entities/get-an-enrichment.md)
- [Get the bank summary for an entity](https://docs.moneyline.co/api-reference/entities/get-the-bank-summary-for-an-entity.md)
- [Get the combined for a financial](https://docs.moneyline.co/api-reference/entities/get-the-combined-for-a-financial.md)
- [Get the pnl for a financial](https://docs.moneyline.co/api-reference/entities/get-the-pnl-for-a-financial.md)
- [Update pnl for a financial](https://docs.moneyline.co/api-reference/entities/update-pnl-for-a-financial.md)
- [Upload a document to a submission (multipart/form-data)](https://docs.moneyline.co/api-reference/documents/upload-a-document-to-a-submission-multipartform-data.md)
- [List documents for a submission](https://docs.moneyline.co/api-reference/documents/list-documents-for-a-submission.md)
- [List documents](https://docs.moneyline.co/api-reference/documents/list-documents.md)
- [Get a document](https://docs.moneyline.co/api-reference/documents/get-a-document.md)
- [Delete a document](https://docs.moneyline.co/api-reference/documents/delete-a-document.md)
- [Get a signed download URL for a document](https://docs.moneyline.co/api-reference/documents/get-a-signed-download-url-for-a-document.md)
- [Trigger parsing for a document](https://docs.moneyline.co/api-reference/documents/trigger-parsing-for-a-document.md)
- [Reclassify a document](https://docs.moneyline.co/api-reference/documents/reclassify-a-document.md)
- [Split a multi-page document](https://docs.moneyline.co/api-reference/documents/split-a-multi-page-document.md)
- [Create a transaction](https://docs.moneyline.co/api-reference/transactions/create-a-transaction.md)
- [List transactions](https://docs.moneyline.co/api-reference/transactions/list-transactions.md)
- [Create transactions in bulk (up to 5000)](https://docs.moneyline.co/api-reference/transactions/create-transactions-in-bulk-up-to-5000.md)
- [Get a transaction](https://docs.moneyline.co/api-reference/transactions/get-a-transaction.md)
- [Delete a transaction](https://docs.moneyline.co/api-reference/transactions/delete-a-transaction.md)
- [Enrich transactions synchronously via the ML service](https://docs.moneyline.co/api-reference/transactions/enrich-transactions-synchronously-via-the-ml-service.md)
- [Enqueue enrichment for all transactions in a submission](https://docs.moneyline.co/api-reference/transactions/enqueue-enrichment-for-all-transactions-in-a-submission.md)
- [Submit a category/merchant correction for a transaction](https://docs.moneyline.co/api-reference/transactions/submit-a-categorymerchant-correction-for-a-transaction.md)
- [Stream a transaction](https://docs.moneyline.co/api-reference/transactions/stream-a-transaction.md): Stream transaction enrichment results via Server-Sent Events. Send a batch of transactions and receive enrichment results one-by-one.
- [List transaction categories](https://docs.moneyline.co/api-reference/categories/list-transaction-categories.md)
- [Get the financial scorecard for a submission](https://docs.moneyline.co/api-reference/analytics/get-the-financial-scorecard-for-a-submission.md)
- [List all computed metrics for a submission](https://docs.moneyline.co/api-reference/analytics/list-all-computed-metrics-for-a-submission.md)
- [Compute a single metric for a submission](https://docs.moneyline.co/api-reference/analytics/compute-a-single-metric-for-a-submission.md)
- [Get cashflow / P&L by period](https://docs.moneyline.co/api-reference/analytics/get-cashflow-p&l-by-period.md)
- [Get daily balances for a submission](https://docs.moneyline.co/api-reference/analytics/get-daily-balances-for-a-submission.md)
- [Get summary statistics for a submission](https://docs.moneyline.co/api-reference/analytics/get-summary-statistics-for-a-submission.md)
- [List recurring transactions for a submission](https://docs.moneyline.co/api-reference/analytics/list-recurring-transactions-for-a-submission.md)
- [Detect anomalous transactions for a submission](https://docs.moneyline.co/api-reference/analytics/detect-anomalous-transactions-for-a-submission.md)
- [Get the merchant spend breakdown for a submission](https://docs.moneyline.co/api-reference/analytics/get-the-merchant-spend-breakdown-for-a-submission.md)
- [Get the category spend breakdown for a submission](https://docs.moneyline.co/api-reference/analytics/get-the-category-spend-breakdown-for-a-submission.md)
- [Analyze transaction data coverage for a submission](https://docs.moneyline.co/api-reference/analytics/analyze-transaction-data-coverage-for-a-submission.md)
- [Compute the risk score for a submission](https://docs.moneyline.co/api-reference/analytics/compute-the-risk-score-for-a-submission.md)
- [Forecast revenue for a submission](https://docs.moneyline.co/api-reference/analytics/forecast-revenue-for-a-submission.md)
- [Get metric benchmarks for a submission](https://docs.moneyline.co/api-reference/analytics/get-metric-benchmarks-for-a-submission.md)
- [List all available analytics metrics](https://docs.moneyline.co/api-reference/analytics/list-all-available-analytics-metrics.md)
- [List metrics available for use in rules](https://docs.moneyline.co/api-reference/analytics/list-metrics-available-for-use-in-rules.md)
- [Workflow run volume and p95 latency, bucketed over a rolling window](https://docs.moneyline.co/api-reference/analytics/workflow-run-volume-and-p95-latency-bucketed-over-a-rolling-window.md)
- [Per-workflow run totals, success rate, and p95 latency](https://docs.moneyline.co/api-reference/analytics/per-workflow-run-totals-success-rate-and-p95-latency.md)
- [Documents processed in a window, split by document class](https://docs.moneyline.co/api-reference/analytics/documents-processed-in-a-window-split-by-document-class.md)
- [Get the distribution for a portfolio](https://docs.moneyline.co/api-reference/analytics/get-the-distribution-for-a-portfolio.md): Distribution of submissions by industry, risk tier, and size
- [List trends for a portfolio](https://docs.moneyline.co/api-reference/analytics/list-trends-for-a-portfolio.md): Time-series trends: submissions, processing volume, and financials by month
- [Get the concentration for a portfolio](https://docs.moneyline.co/api-reference/analytics/get-the-concentration-for-a-portfolio.md): Concentration risk analysis: exposure to top merchants, categories, and industries
- [Get the portfolio for an analytics](https://docs.moneyline.co/api-reference/analytics/get-the-portfolio-for-an-analytics.md): Aggregate portfolio analytics across all submissions for the tenant
- [Create a rule](https://docs.moneyline.co/api-reference/rules/create-a-rule.md)
- [List rules](https://docs.moneyline.co/api-reference/rules/list-rules.md)
- [Get a rule](https://docs.moneyline.co/api-reference/rules/get-a-rule.md)
- [Update a rule](https://docs.moneyline.co/api-reference/rules/update-a-rule.md)
- [Delete a rule](https://docs.moneyline.co/api-reference/rules/delete-a-rule.md)
- [Evaluate a rule against a submission](https://docs.moneyline.co/api-reference/rules/evaluate-a-rule-against-a-submission.md)
- [Evaluate all policy rules against a submission](https://docs.moneyline.co/api-reference/policies/evaluate-all-policy-rules-against-a-submission.md)
- [List policy evaluations for a submission](https://docs.moneyline.co/api-reference/policies/list-policy-evaluations-for-a-submission.md)
- [Record a manual policy decision for a submission](https://docs.moneyline.co/api-reference/policies/record-a-manual-policy-decision-for-a-submission.md)
- [List funder-specific policies](https://docs.moneyline.co/api-reference/policies/list-funder-specific-policies.md)
- [Create a funder policy](https://docs.moneyline.co/api-reference/policies/create-a-funder-policy.md)
- [Search merchants](https://docs.moneyline.co/api-reference/merchants/search-merchants.md)
- [List merchant groups](https://docs.moneyline.co/api-reference/merchants/list-merchant-groups.md)
- [Get a merchant group with its members](https://docs.moneyline.co/api-reference/merchants/get-a-merchant-group-with-its-members.md)
- [Get a merchant](https://docs.moneyline.co/api-reference/merchants/get-a-merchant.md)
- [Extract a merchant from a transaction description](https://docs.moneyline.co/api-reference/merchants/extract-a-merchant-from-a-transaction-description.md)
- [Create an execute for an enricher](https://docs.moneyline.co/api-reference/enrichers/create-an-execute-for-an-enricher.md)
- [Sync an execute](https://docs.moneyline.co/api-reference/enrichers/sync-an-execute.md)
- [List fields for an enricher](https://docs.moneyline.co/api-reference/enrichers/list-fields-for-an-enricher.md)
- [List merchant groups](https://docs.moneyline.co/api-reference/merchant-groups/list-merchant-groups.md)
- [Get a merchant group](https://docs.moneyline.co/api-reference/merchant-groups/get-a-merchant-group.md)
- [Get a position](https://docs.moneyline.co/api-reference/positions/get-a-position.md)
- [List transactions for a position](https://docs.moneyline.co/api-reference/positions/list-transactions-for-a-position.md)
- [List things that need attention](https://docs.moneyline.co/api-reference/exceptions/list-things-that-need-attention.md): Failed parses, low-confidence classifications, failed workflow runs, and webhook deliveries that gave up — newest first. Derived from existing records; nothing is stored for this endpoint.
- [Create a workflow for a studio](https://docs.moneyline.co/api-reference/studio/create-a-workflow-for-a-studio.md)
- [List workflows for a studio](https://docs.moneyline.co/api-reference/studio/list-workflows-for-a-studio.md)
- [Get a workflow](https://docs.moneyline.co/api-reference/studio/get-a-workflow.md)
- [Update a workflow](https://docs.moneyline.co/api-reference/studio/update-a-workflow.md)
- [Delete a workflow](https://docs.moneyline.co/api-reference/studio/delete-a-workflow.md)
- [Run a workflow](https://docs.moneyline.co/api-reference/studio/run-a-workflow.md)
- [Activate a workflow](https://docs.moneyline.co/api-reference/studio/activate-a-workflow.md)
- [Deactivate a workflow](https://docs.moneyline.co/api-reference/studio/deactivate-a-workflow.md)
- [Publish a workflow](https://docs.moneyline.co/api-reference/studio/publish-a-workflow.md)
- [List notes for a workflow](https://docs.moneyline.co/api-reference/studio/list-notes-for-a-workflow.md)
- [Create a note for a workflow](https://docs.moneyline.co/api-reference/studio/create-a-note-for-a-workflow.md)
- [Delete a note](https://docs.moneyline.co/api-reference/studio/delete-a-note.md)
- [List approvals for a studio](https://docs.moneyline.co/api-reference/studio/list-approvals-for-a-studio.md)
- [List versions for a workflow](https://docs.moneyline.co/api-reference/studio/list-versions-for-a-workflow.md)
- [Get a version](https://docs.moneyline.co/api-reference/studio/get-a-version.md)
- [Approve a version](https://docs.moneyline.co/api-reference/studio/approve-a-version.md)
- [Reject a version](https://docs.moneyline.co/api-reference/studio/reject-a-version.md)
- [Create a revert for a version](https://docs.moneyline.co/api-reference/studio/create-a-revert-for-a-version.md)
- [Create an unpublish for a workflow](https://docs.moneyline.co/api-reference/studio/create-an-unpublish-for-a-workflow.md)
- [List runs for a studio](https://docs.moneyline.co/api-reference/studio/list-runs-for-a-studio.md)
- [Get the summary for a run](https://docs.moneyline.co/api-reference/studio/get-the-summary-for-a-run.md)
- [List runs for a workflow](https://docs.moneyline.co/api-reference/studio/list-runs-for-a-workflow.md)
- [Get a run](https://docs.moneyline.co/api-reference/studio/get-a-run.md)
- [List templates for a studio](https://docs.moneyline.co/api-reference/studio/list-templates-for-a-studio.md)
- [Get a template](https://docs.moneyline.co/api-reference/studio/get-a-template.md)
- [Clone a template](https://docs.moneyline.co/api-reference/studio/clone-a-template.md)
- [List nodes for a studio](https://docs.moneyline.co/api-reference/studio/list-nodes-for-a-studio.md)
- [List workflows](https://docs.moneyline.co/api-reference/workflows/list-workflows.md)
- [Create a workflow](https://docs.moneyline.co/api-reference/workflows/create-a-workflow.md)
- [Get a workflow](https://docs.moneyline.co/api-reference/workflows/get-a-workflow.md)
- [Start a workflow](https://docs.moneyline.co/api-reference/workflows/start-a-workflow.md)
- [List executions for a workflow](https://docs.moneyline.co/api-reference/workflows/list-executions-for-a-workflow.md)
- [List tasks](https://docs.moneyline.co/api-reference/tasks/list-tasks.md): Follow-up work for this organization, newest first. Pass `assignee_user_id=me` for the caller’s own queue.
- [Create a task](https://docs.moneyline.co/api-reference/tasks/create-a-task.md): Raise follow-up work by hand. Workflows raise theirs via `action.create_task`.
- [Get a task](https://docs.moneyline.co/api-reference/tasks/get-a-task.md)
- [Update a task](https://docs.moneyline.co/api-reference/tasks/update-a-task.md)
- [Delete a task](https://docs.moneyline.co/api-reference/tasks/delete-a-task.md): Removes the record entirely. Prefer setting status to `cancelled`, which keeps the trail of what was asked for and why it was dropped.
- [Get a workflow](https://docs.moneyline.co/api-reference/triggers/get-a-workflow.md)
- [Create a PDF](https://docs.moneyline.co/api-reference/pdfs/create-a-pdf.md)
- [List PDFs](https://docs.moneyline.co/api-reference/pdfs/list-pdfs.md)
- [Get a PDF](https://docs.moneyline.co/api-reference/pdfs/get-a-pdf.md)
- [Update a PDF](https://docs.moneyline.co/api-reference/pdfs/update-a-pdf.md)
- [Delete a PDF](https://docs.moneyline.co/api-reference/pdfs/delete-a-pdf.md)
- [Parse a PDF](https://docs.moneyline.co/api-reference/pdfs/parse-a-pdf.md)
- [List transactions for a PDF](https://docs.moneyline.co/api-reference/pdfs/list-transactions-for-a-pdf.md)
- [Update transactions for a PDF](https://docs.moneyline.co/api-reference/pdfs/update-transactions-for-a-pdf.md)
- [Reload a PDF](https://docs.moneyline.co/api-reference/pdfs/reload-a-pdf.md)
- [Create an unload for a PDF](https://docs.moneyline.co/api-reference/pdfs/create-an-unload-for-a-pdf.md)
- [Update currency for a PDF](https://docs.moneyline.co/api-reference/pdfs/update-currency-for-a-pdf.md)
- [Get the base64 for a PDF](https://docs.moneyline.co/api-reference/pdfs/get-the-base64-for-a-pdf.md)
- [Get the download for a PDF](https://docs.moneyline.co/api-reference/pdfs/get-the-download-for-a-pdf.md)
- [Create a process for a PDF](https://docs.moneyline.co/api-reference/pdfs/create-a-process-for-a-pdf.md)
- [Create a document class](https://docs.moneyline.co/api-reference/document-classes/create-a-document-class.md)
- [List document classes](https://docs.moneyline.co/api-reference/document-classes/list-document-classes.md)
- [Get a document class](https://docs.moneyline.co/api-reference/document-classes/get-a-document-class.md)
- [Update a document class](https://docs.moneyline.co/api-reference/document-classes/update-a-document-class.md)
- [Delete a document class](https://docs.moneyline.co/api-reference/document-classes/delete-a-document-class.md)
- [Create an email template](https://docs.moneyline.co/api-reference/email-templates/create-an-email-template.md)
- [List email templates](https://docs.moneyline.co/api-reference/email-templates/list-email-templates.md)
- [Get an email template](https://docs.moneyline.co/api-reference/email-templates/get-an-email-template.md)
- [Update an email template](https://docs.moneyline.co/api-reference/email-templates/update-an-email-template.md)
- [Delete an email template](https://docs.moneyline.co/api-reference/email-templates/delete-an-email-template.md)
- [Create an annotation for a document](https://docs.moneyline.co/api-reference/annotations/create-an-annotation-for-a-document.md): Add a human annotation to a document
- [List annotations for a document](https://docs.moneyline.co/api-reference/annotations/list-annotations-for-a-document.md): List annotations for a document
- [Update an annotation](https://docs.moneyline.co/api-reference/annotations/update-an-annotation.md): Update an annotation
- [Delete an annotation](https://docs.moneyline.co/api-reference/annotations/delete-an-annotation.md): Delete an annotation
- [List emails](https://docs.moneyline.co/api-reference/emails/list-emails.md)
- [Get an email](https://docs.moneyline.co/api-reference/emails/get-an-email.md)
- [Get the eml for an email](https://docs.moneyline.co/api-reference/emails/get-the-eml-for-an-email.md)
- [Create a process for a file](https://docs.moneyline.co/api-reference/files/create-a-process-for-a-file.md)
- [List variables for a file rename rule](https://docs.moneyline.co/api-reference/file-rename-rules/list-variables-for-a-file-rename-rule.md)
- [Create an integration](https://docs.moneyline.co/api-reference/integrations/create-an-integration.md)
- [List integrations](https://docs.moneyline.co/api-reference/integrations/list-integrations.md)
- [Create a Plaid Link token](https://docs.moneyline.co/api-reference/integrations/create-a-plaid-link-token.md)
- [Exchange a Plaid public token](https://docs.moneyline.co/api-reference/integrations/exchange-a-plaid-public-token.md)
- [Create a Finicity Connect URL](https://docs.moneyline.co/api-reference/integrations/create-a-finicity-connect-url.md)
- [Import data from an external source](https://docs.moneyline.co/api-reference/integrations/import-data-from-an-external-source.md)
- [Get an integration](https://docs.moneyline.co/api-reference/integrations/get-an-integration.md)
- [Update an integration](https://docs.moneyline.co/api-reference/integrations/update-an-integration.md)
- [Delete an integration](https://docs.moneyline.co/api-reference/integrations/delete-an-integration.md)
- [List links for an integration](https://docs.moneyline.co/api-reference/integrations/list-links-for-an-integration.md)
- [Create a webhook](https://docs.moneyline.co/api-reference/webhooks/create-a-webhook.md)
- [List webhooks](https://docs.moneyline.co/api-reference/webhooks/list-webhooks.md)
- [List webhook deliveries across all webhooks](https://docs.moneyline.co/api-reference/webhooks/list-webhook-deliveries-across-all-webhooks.md)
- [List supported webhook event types](https://docs.moneyline.co/api-reference/webhooks/list-supported-webhook-event-types.md)
- [Get a webhook](https://docs.moneyline.co/api-reference/webhooks/get-a-webhook.md)
- [Update a webhook](https://docs.moneyline.co/api-reference/webhooks/update-a-webhook.md)
- [Delete a webhook](https://docs.moneyline.co/api-reference/webhooks/delete-a-webhook.md)
- [Send a test event to a webhook](https://docs.moneyline.co/api-reference/webhooks/send-a-test-event-to-a-webhook.md)
- [List deliveries for a webhook](https://docs.moneyline.co/api-reference/webhooks/list-deliveries-for-a-webhook.md)
- [Create a replay for a delivery](https://docs.moneyline.co/api-reference/webhooks/create-a-replay-for-a-delivery.md): Replay a failed webhook delivery. Re-sends the original payload with a fresh signature.
- [Create a CRM integration](https://docs.moneyline.co/api-reference/crm-integrations/create-a-crm-integration.md)
- [List CRM integrations](https://docs.moneyline.co/api-reference/crm-integrations/list-crm-integrations.md)
- [Get a CRM integration](https://docs.moneyline.co/api-reference/crm-integrations/get-a-crm-integration.md)
- [Update a CRM integration](https://docs.moneyline.co/api-reference/crm-integrations/update-a-crm-integration.md)
- [Delete a CRM integration](https://docs.moneyline.co/api-reference/crm-integrations/delete-a-crm-integration.md)
- [Sync a CRM integration](https://docs.moneyline.co/api-reference/crm-integrations/sync-a-crm-integration.md)
- [List apps](https://docs.moneyline.co/api-reference/apps/list-apps.md)
- [Get an app](https://docs.moneyline.co/api-reference/apps/get-an-app.md)
- [Get the installed for an app](https://docs.moneyline.co/api-reference/apps/get-the-installed-for-an-app.md)
- [Create an install for an app](https://docs.moneyline.co/api-reference/apps/create-an-install-for-an-app.md)
- [Delete uninstall for an app](https://docs.moneyline.co/api-reference/apps/delete-uninstall-for-an-app.md)
- [Get a data source](https://docs.moneyline.co/api-reference/data-sources/get-a-data-source.md)
- [Update a data source](https://docs.moneyline.co/api-reference/data-sources/update-a-data-source.md)
- [List accounts for a data source](https://docs.moneyline.co/api-reference/data-sources/list-accounts-for-a-data-source.md)
- [Update an account](https://docs.moneyline.co/api-reference/data-sources/update-an-account.md)
- [Create a funder](https://docs.moneyline.co/api-reference/funders/create-a-funder.md)
- [List funders](https://docs.moneyline.co/api-reference/funders/list-funders.md)
- [List linked funders](https://docs.moneyline.co/api-reference/funders/list-linked-funders.md)
- [Get a funder](https://docs.moneyline.co/api-reference/funders/get-a-funder.md)
- [Update a funder](https://docs.moneyline.co/api-reference/funders/update-a-funder.md)
- [Delete a funder](https://docs.moneyline.co/api-reference/funders/delete-a-funder.md)
- [Submit a submission to a funder](https://docs.moneyline.co/api-reference/funders/submit-a-submission-to-a-funder.md)
- [List submissions sent to a funder](https://docs.moneyline.co/api-reference/funders/list-submissions-sent-to-a-funder.md)
- [List funder submissions for a submission](https://docs.moneyline.co/api-reference/funders/list-funder-submissions-for-a-submission.md)
- [Run funder matching for a submission](https://docs.moneyline.co/api-reference/funders/run-funder-matching-for-a-submission.md)
- [Create a submission for a broker](https://docs.moneyline.co/api-reference/broker/create-a-submission-for-a-broker.md)
- [List submissions for a broker](https://docs.moneyline.co/api-reference/broker/list-submissions-for-a-broker.md)
- [Get a submission](https://docs.moneyline.co/api-reference/broker/get-a-submission.md)
- [Update a submission](https://docs.moneyline.co/api-reference/broker/update-a-submission.md)
- [Submit a submission](https://docs.moneyline.co/api-reference/broker/submit-a-submission.md)
- [Create an API key for a broker](https://docs.moneyline.co/api-reference/broker/create-an-api-key-for-a-broker.md)
- [List API keys for a broker](https://docs.moneyline.co/api-reference/broker/list-api-keys-for-a-broker.md)
- [List organization links](https://docs.moneyline.co/api-reference/organization-links/list-organization-links.md)
- [Create an organization link](https://docs.moneyline.co/api-reference/organization-links/create-an-organization-link.md)
- [Create an accept for an organization link](https://docs.moneyline.co/api-reference/organization-links/create-an-accept-for-an-organization-link.md)
- [Create a suspend for an organization link](https://docs.moneyline.co/api-reference/organization-links/create-a-suspend-for-an-organization-link.md)
- [Create a resume for an organization link](https://docs.moneyline.co/api-reference/organization-links/create-a-resume-for-an-organization-link.md)
- [Delete an organization link](https://docs.moneyline.co/api-reference/organization-links/delete-an-organization-link.md)
- [Get a shared](https://docs.moneyline.co/api-reference/shared/get-a-shared.md)
- [List documents for a shared](https://docs.moneyline.co/api-reference/shared/list-documents-for-a-shared.md)
- [List transactions for a shared](https://docs.moneyline.co/api-reference/shared/list-transactions-for-a-shared.md)
- [Create a decision for a shared](https://docs.moneyline.co/api-reference/shared/create-a-decision-for-a-shared.md)
- [List notes for a shared](https://docs.moneyline.co/api-reference/shared/list-notes-for-a-shared.md)
- [Create a note for a shared](https://docs.moneyline.co/api-reference/shared/create-a-note-for-a-shared.md)
- [Upload an ISO application (multipart/form-data)](https://docs.moneyline.co/api-reference/iso-applications/upload-an-iso-application-multipartform-data.md)
- [List ISO applications](https://docs.moneyline.co/api-reference/iso-applications/list-iso-applications.md)
- [Get an ISO application](https://docs.moneyline.co/api-reference/iso-applications/get-an-iso-application.md)
- [Get parsed results for an ISO application](https://docs.moneyline.co/api-reference/iso-applications/get-parsed-results-for-an-iso-application.md)
- [Reprocess an ISO application](https://docs.moneyline.co/api-reference/iso-applications/reprocess-an-iso-application.md)
- [Get the shared with me](https://docs.moneyline.co/api-reference/shared-with-me/get-the-shared-with-me.md)
- [Get the layout for an user](https://docs.moneyline.co/api-reference/user/get-the-layout-for-an-user.md)
- [Update layout for an user](https://docs.moneyline.co/api-reference/user/update-layout-for-an-user.md)
- [List settings for an user](https://docs.moneyline.co/api-reference/user/list-settings-for-an-user.md)
- [Update settings for an user](https://docs.moneyline.co/api-reference/user/update-settings-for-an-user.md)
- [Get the logo for an user](https://docs.moneyline.co/api-reference/user/get-the-logo-for-an-user.md)
- [Create a logo for an user](https://docs.moneyline.co/api-reference/user/create-a-logo-for-an-user.md)
- [Create a token for an account](https://docs.moneyline.co/api-reference/account/create-a-token-for-an-account.md)
- [List tokens for an account](https://docs.moneyline.co/api-reference/account/list-tokens-for-an-account.md)
- [Delete a token](https://docs.moneyline.co/api-reference/account/delete-a-token.md)
- [Create an avatar for an account](https://docs.moneyline.co/api-reference/account/create-an-avatar-for-an-account.md)
- [Delete avatar for an account](https://docs.moneyline.co/api-reference/account/delete-avatar-for-an-account.md)
- [Get the avatar for an account](https://docs.moneyline.co/api-reference/account/get-the-avatar-for-an-account.md)
- [Create an API key](https://docs.moneyline.co/api-reference/api-keys/create-an-api-key.md)
- [List API keys](https://docs.moneyline.co/api-reference/api-keys/list-api-keys.md)
- [Get an API key](https://docs.moneyline.co/api-reference/api-keys/get-an-api-key.md)
- [Delete an API key](https://docs.moneyline.co/api-reference/api-keys/delete-an-api-key.md)
- [Rotate an API key](https://docs.moneyline.co/api-reference/api-keys/rotate-an-api-key.md)
- [Get the tenant](https://docs.moneyline.co/api-reference/tenant/get-the-tenant.md)
- [Update tenant](https://docs.moneyline.co/api-reference/tenant/update-tenant.md)
- [Create a logo for a tenant](https://docs.moneyline.co/api-reference/tenant/create-a-logo-for-a-tenant.md)
- [Delete logo for a tenant](https://docs.moneyline.co/api-reference/tenant/delete-logo-for-a-tenant.md)
- [Get the logo for a tenant](https://docs.moneyline.co/api-reference/tenant/get-the-logo-for-a-tenant.md)
- [Preview an invitation](https://docs.moneyline.co/api-reference/invitations/preview-an-invitation.md)
- [Get the mine for an invitation](https://docs.moneyline.co/api-reference/invitations/get-the-mine-for-an-invitation.md)
- [Create an accept for an invitation](https://docs.moneyline.co/api-reference/invitations/create-an-accept-for-an-invitation.md)
- [Get the audit log](https://docs.moneyline.co/api-reference/audit/get-the-audit-log.md): Query the audit log with filters for resource, actor, action, and date range
- [Export an audit log](https://docs.moneyline.co/api-reference/audit/export-an-audit-log.md): Export the filtered audit log as CSV. Streams the full result set.
- [List log entries](https://docs.moneyline.co/api-reference/logs/list-log-entries.md): Reverse-chronological feed of API requests and workflow steps for the current tenant. Cursor-paginated by event time. `total_count` saturates at 10000.
- [Stream log entries](https://docs.moneyline.co/api-reference/logs/stream-log-entries.md): Live tail of the log feed via Server-Sent Events. Emits `log` events as rows are written, `: ping` comments every 15s, and honours Last-Event-ID on reconnect (clamped to one hour of replay). Accepts the same filters as GET /v1/logs.
- [Get the usage](https://docs.moneyline.co/api-reference/usage/get-the-usage.md): Usage for the current billing period, per meter, against the plan allowance — plus lifetime account totals
- [Get the avatar for an user](https://docs.moneyline.co/api-reference/users/get-the-avatar-for-an-user.md)
- [Announce presence on a resource](https://docs.moneyline.co/api-reference/presence/announce-presence-on-a-resource.md): Records the caller as present, takes or refreshes the advisory edit lock, and returns everyone currently present. Call every ~20 seconds while an editor is open.
- [Read presence on a resource](https://docs.moneyline.co/api-reference/presence/read-presence-on-a-resource.md): Who is currently present, and who holds the advisory edit lock.
- [Leave a resource](https://docs.moneyline.co/api-reference/presence/leave-a-resource.md): Drops the caller from the viewer list and releases the advisory lock if they hold it. Best-effort: everything expires on its own, so a client that closes without calling this costs the next editor one lock interval, not a stuck resource.
- [List your notifications](https://docs.moneyline.co/api-reference/notifications/list-your-notifications.md): Unread first, then newest. Includes the unread count for a badge.
- [Mark notifications read](https://docs.moneyline.co/api-reference/notifications/mark-notifications-read.md): Pass `ids` for specific notifications, or omit it to mark all read.
- [Create a feedback](https://docs.moneyline.co/api-reference/feedback/create-a-feedback.md)
- [Get the feedback](https://docs.moneyline.co/api-reference/feedback/get-the-feedback.md)
- [Search submissions, documents, transactions, workflows and tasks](https://docs.moneyline.co/api-reference/search/search-submissions-documents-transactions-workflows-and-tasks.md): Substring search across the organization, grouped by resource type. Matches are ranked exact, then prefix, then anywhere; ties break on recency.

## OpenAPI Specs

- [openapi](/openapi.json)


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