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POST
Before you add a connected source, complete the authorization with Connect provider. A name alone does not identify a manual account. For a statement, upload and process the document first. Get the line IDs from List documents with expand=statement.lines. Without statement_line_ids, the import takes all eligible pending lines. A statement import reuses a linked or matched source, such as a Plaid account, or creates a manual source. The source can appear after the response returns. To add a manual exchange account, import a statement.

Authorizations

X-API-Key
string
header
required

Your organization API key. Some operations also need a key that is associated with a user; their pages say so.

Headers

Idempotency-Key
string
required

Unique key for this operation. Retry with the same key and request body after a timeout. Keys are retained for at least 24 hours.

Required string length: 1 - 255

Body

application/json
source_type
enum<string>
required

The kind of source to create.

Available options:
wallet
name
string
required

Display name for the source.

chain
string
required

On-chain network for a wallet source (such as eth).

address
string
required

On-chain address for a wallet source.

wallet_type
enum<string>
default:external

Internal wallets require a legal entity.

Available options:
internal,
external

Legal entity (le_ prefix). Required for internal wallets.

tag_ids
string[]

Tag IDs (tag_…).

allow_nft_import
boolean

Wallet only; every other type ignores it.

Response

Existing connected source, resolved manual account, or synchronous statement-import result.

data
object
required