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Accounts

Lookup an account
embed.accounts.get(account_id, **kwargs) -> AccountV1 { data, meta, response_type }
get/v1/accounts/{account_id}
Update an account
embed.accounts.update(account_id, **kwargs) -> AccountV1 { data, meta, response_type }
put/v1/accounts/{account_id}
Create an account
embed.accounts.create(**kwargs) -> AccountV1 { data, meta, response_type }
post/v1/accounts
List accounts
embed.accounts.list(**kwargs) -> PageNumberSchema<{ id, access_level, organization_id, 11 more}>
get/v1/accounts
Onboard an account
embed.accounts.onboard(account_id, **kwargs) -> AccountV1 { data, meta, response_type }
post/v1/accounts/{account_id}/onboard
Simulate status transitions for a sandbox account
embed.accounts.simulate(account_id, **kwargs) -> AccountV1 { data, meta, response_type }
post/v1/accounts/{account_id}/simulate
ModelsExpand Collapse
class AccountPagedV1 { data, meta, response_type }
data: Array[{ id, access_level, organization_id, 11 more}]
id: String

Unique identifier for the account.

formatuuid
access_level: :standard | :managed

The access level granted to the account. This is determined by your platform configuration. Use standard unless instructed otherwise by Straddle.

Accepts one of the following:
:standard
:managed
organization_id: String

The unique identifier of the organization this account belongs to.

formatuuid
status: :created | :onboarding | :active | 2 more

The current status of the account (e.g., 'active', 'inactive', 'pending').

Accepts one of the following:
:created
:onboarding
:active
:rejected
:inactive
status_detail: { code, message, reason, source}
code: String

A machine-readable code for the specific status, useful for programmatic handling.

message: String

A human-readable message describing the current status.

reason: :unverified | :in_review | :pending | 6 more

A machine-readable identifier for the specific status, useful for programmatic handling.

Accepts one of the following:
:unverified
:in_review
:pending
:stuck
:verified
:failed_verification
:disabled
:terminated
:new
source: :watchtower

Identifies the origin of the status change (e.g., bank_decline, watchtower). This helps in tracking the cause of status updates.

Accepts one of the following:
:watchtower
type: :business

The type of account (e.g., 'individual', 'business').

Accepts one of the following:
:business
business_profile: BusinessProfileV1 { name, website, address, 7 more }
name: String

The operating or trade name of the business.

website: String

URL of the business's primary marketing website.

formaturi
address: AddressV1 { address1, city, state, 6 more }

The address object is optional. If provided, it must be a valid address.

address1: String

Primary address line (e.g., street, PO Box).

city: String

City, district, suburb, town, or village.

state: String

Two-letter state code.

zip: String

Zip or postal code.

address2: String

Secondary address line (e.g., apartment, suite, unit, or building).

country: String

The country of the address, in ISO 3166-1 alpha-2 format.

line1: String

Primary address line (e.g., street, PO Box).

line2: String

Secondary address line (e.g., apartment, suite, unit, or building).

postal_code: String

Postal or ZIP code.

description: String

A brief description of the business and its products or services.

industry: IndustryV1 { category, mcc, sector }
category: String

The general category of the industry. Required if not providing MCC.

mcc: String

The Merchant Category Code (MCC) that best describes the business. Optional.

sector: String

The specific sector within the industry category. Required if not providing MCC.

The official registered name of the business.

phone: String

The primary contact phone number for the business.

support_channels: SupportChannelsV1 { email, phone, url }
email: String

The email address for customer support inquiries.

formatemail
phone: String

The phone number for customer support.

url: String

The URL of the business's customer support page or contact form.

formaturi
tax_id: String

The business's tax identification number (e.g., EIN in the US).

use_case: String

A description of how the business intends to use Straddle's services.

capabilities: { consent_types, customer_types, payment_types}

Whether the internet payment authorization capability is enabled for the account.

Accepts one of the following:

Whether the signed agreement payment authorization capability is enabled for the account.

Accepts one of the following:
customer_types: { businesses, individuals}
businesses: CapabilityV1 { capability_status }
capability_status: :active | :inactive
Accepts one of the following:
:active
:inactive
individuals: CapabilityV1 { capability_status }
capability_status: :active | :inactive
Accepts one of the following:
:active
:inactive
payment_types: { charges, payouts}
charges: CapabilityV1 { capability_status }
capability_status: :active | :inactive
Accepts one of the following:
:active
:inactive
payouts: CapabilityV1 { capability_status }
capability_status: :active | :inactive
Accepts one of the following:
:active
:inactive
created_at: Time

Timestamp of when the account was created.

formatdate-time
external_id: String

Unique identifier for the account in your database, used for cross-referencing between Straddle and your systems.

metadata: Hash[Symbol, String]

Up to 20 additional user-defined key-value pairs. Useful for storing additional information about the account in a structured format.

settings: { charges, payouts}
charges: { daily_amount, funding_time, linked_bank_account_id, 3 more}
daily_amount: Integer

The maximum dollar amount of charges in a calendar day.

formatint32
funding_time: :immediate | :next_day | :one_day | 2 more

The amount of time it takes for a charge to be funded. This value is defined by Straddle.

Accepts one of the following:
:immediate
:next_day
:one_day
:two_day
:three_day
linked_bank_account_id: String

The unique identifier of the linked bank account associated with charges. This value is defined by Straddle.

formatuuid
max_amount: Integer

The maximum amount of a single charge.

formatint32
monthly_amount: Integer

The maximum dollar amount of charges in a calendar month.

formatint32
monthly_count: Integer

The maximum number of charges in a calendar month.

formatint32
payouts: { daily_amount, funding_time, linked_bank_account_id, 3 more}
daily_amount: Integer

The maximum dollar amount of payouts in a day.

formatint32
funding_time: :immediate | :next_day | :one_day | 2 more

The amount of time it takes for a payout to be funded. This value is defined by Straddle.

Accepts one of the following:
:immediate
:next_day
:one_day
:two_day
:three_day
linked_bank_account_id: String

The unique identifier of the linked bank account to use for payouts.

formatuuid
max_amount: Integer

The maximum amount of a single payout.

formatint32
monthly_amount: Integer

The maximum dollar amount of payouts in a month.

formatint32
monthly_count: Integer

The maximum number of payouts in a month.

formatint32
terms_of_service: TermsOfServiceV1 { accepted_date, agreement_type, agreement_url, 2 more }
accepted_date: Time

The datetime of when the terms of service were accepted, in ISO 8601 format.

formatdate-time
agreement_type: :embedded | :direct

The type or version of the agreement accepted. Use embedded unless your platform was specifically enabled for direct agreements.

Accepts one of the following:
:embedded
:direct
agreement_url: String

The URL where the full text of the accepted agreement can be found.

accepted_ip: String

The IP address from which the terms of service were accepted.

accepted_user_agent: String

The user agent string of the browser or application used to accept the terms.

updated_at: Time

Timestamp of the most recent update to the account.

formatdate-time
meta: PagedResponseMetadata { api_request_id, api_request_timestamp, max_page_size, 6 more }

Metadata about the API request, including an identifier, timestamp, and pagination details.

api_request_id: String

Unique identifier for this API request, useful for troubleshooting.

formatuuid
api_request_timestamp: Time

Timestamp for this API request, useful for troubleshooting.

formatdate-time
max_page_size: Integer

Maximum allowed page size for this endpoint.

formatint32
page_number: Integer

Page number for paginated results.

formatint32
page_size: Integer

Number of items per page in this response.

formatint32
sort_by: String

The field that the results were sorted by.

sort_order: :asc | :desc
Accepts one of the following:
:asc
:desc
total_items: Integer

Total number of items returned in this response.

formatint32
total_pages: Integer

The number of pages available.

formatint32
response_type: :object | :array | :error | :none

Indicates the structure of the returned content.

  • "object" means the data field contains a single JSON object.
  • "array" means the data field contains an array of objects.
  • "error" means the data field contains an error object with details of the issue.
  • "none" means no data is returned.
Accepts one of the following:
:object
:array
:error
:none
class AccountV1 { data, meta, response_type }
data: { id, access_level, organization_id, 11 more}
id: String

Unique identifier for the account.

formatuuid
access_level: :standard | :managed

The access level granted to the account. This is determined by your platform configuration. Use standard unless instructed otherwise by Straddle.

Accepts one of the following:
:standard
:managed
organization_id: String

The unique identifier of the organization this account belongs to.

formatuuid
status: :created | :onboarding | :active | 2 more

The current status of the account (e.g., 'active', 'inactive', 'pending').

Accepts one of the following:
:created
:onboarding
:active
:rejected
:inactive
status_detail: { code, message, reason, source}
code: String

A machine-readable code for the specific status, useful for programmatic handling.

message: String

A human-readable message describing the current status.

reason: :unverified | :in_review | :pending | 6 more

A machine-readable identifier for the specific status, useful for programmatic handling.

Accepts one of the following:
:unverified
:in_review
:pending
:stuck
:verified
:failed_verification
:disabled
:terminated
:new
source: :watchtower

Identifies the origin of the status change (e.g., bank_decline, watchtower). This helps in tracking the cause of status updates.

Accepts one of the following:
:watchtower
type: :business

The type of account (e.g., 'individual', 'business').

Accepts one of the following:
:business
business_profile: BusinessProfileV1 { name, website, address, 7 more }
name: String

The operating or trade name of the business.

website: String

URL of the business's primary marketing website.

formaturi
address: AddressV1 { address1, city, state, 6 more }

The address object is optional. If provided, it must be a valid address.

address1: String

Primary address line (e.g., street, PO Box).

city: String

City, district, suburb, town, or village.

state: String

Two-letter state code.

zip: String

Zip or postal code.

address2: String

Secondary address line (e.g., apartment, suite, unit, or building).

country: String

The country of the address, in ISO 3166-1 alpha-2 format.

line1: String

Primary address line (e.g., street, PO Box).

line2: String

Secondary address line (e.g., apartment, suite, unit, or building).

postal_code: String

Postal or ZIP code.

description: String

A brief description of the business and its products or services.

industry: IndustryV1 { category, mcc, sector }
category: String

The general category of the industry. Required if not providing MCC.

mcc: String

The Merchant Category Code (MCC) that best describes the business. Optional.

sector: String

The specific sector within the industry category. Required if not providing MCC.

The official registered name of the business.

phone: String

The primary contact phone number for the business.

support_channels: SupportChannelsV1 { email, phone, url }
email: String

The email address for customer support inquiries.

formatemail
phone: String

The phone number for customer support.

url: String

The URL of the business's customer support page or contact form.

formaturi
tax_id: String

The business's tax identification number (e.g., EIN in the US).

use_case: String

A description of how the business intends to use Straddle's services.

capabilities: { consent_types, customer_types, payment_types}

Whether the internet payment authorization capability is enabled for the account.

Accepts one of the following:

Whether the signed agreement payment authorization capability is enabled for the account.

Accepts one of the following:
customer_types: { businesses, individuals}
businesses: CapabilityV1 { capability_status }
capability_status: :active | :inactive
Accepts one of the following:
:active
:inactive
individuals: CapabilityV1 { capability_status }
capability_status: :active | :inactive
Accepts one of the following:
:active
:inactive
payment_types: { charges, payouts}
charges: CapabilityV1 { capability_status }
capability_status: :active | :inactive
Accepts one of the following:
:active
:inactive
payouts: CapabilityV1 { capability_status }
capability_status: :active | :inactive
Accepts one of the following:
:active
:inactive
created_at: Time

Timestamp of when the account was created.

formatdate-time
external_id: String

Unique identifier for the account in your database, used for cross-referencing between Straddle and your systems.

metadata: Hash[Symbol, String]

Up to 20 additional user-defined key-value pairs. Useful for storing additional information about the account in a structured format.

settings: { charges, payouts}
charges: { daily_amount, funding_time, linked_bank_account_id, 3 more}
daily_amount: Integer

The maximum dollar amount of charges in a calendar day.

formatint32
funding_time: :immediate | :next_day | :one_day | 2 more

The amount of time it takes for a charge to be funded. This value is defined by Straddle.

Accepts one of the following:
:immediate
:next_day
:one_day
:two_day
:three_day
linked_bank_account_id: String

The unique identifier of the linked bank account associated with charges. This value is defined by Straddle.

formatuuid
max_amount: Integer

The maximum amount of a single charge.

formatint32
monthly_amount: Integer

The maximum dollar amount of charges in a calendar month.

formatint32
monthly_count: Integer

The maximum number of charges in a calendar month.

formatint32
payouts: { daily_amount, funding_time, linked_bank_account_id, 3 more}
daily_amount: Integer

The maximum dollar amount of payouts in a day.

formatint32
funding_time: :immediate | :next_day | :one_day | 2 more

The amount of time it takes for a payout to be funded. This value is defined by Straddle.

Accepts one of the following:
:immediate
:next_day
:one_day
:two_day
:three_day
linked_bank_account_id: String

The unique identifier of the linked bank account to use for payouts.

formatuuid
max_amount: Integer

The maximum amount of a single payout.

formatint32
monthly_amount: Integer

The maximum dollar amount of payouts in a month.

formatint32
monthly_count: Integer

The maximum number of payouts in a month.

formatint32
terms_of_service: TermsOfServiceV1 { accepted_date, agreement_type, agreement_url, 2 more }
accepted_date: Time

The datetime of when the terms of service were accepted, in ISO 8601 format.

formatdate-time
agreement_type: :embedded | :direct

The type or version of the agreement accepted. Use embedded unless your platform was specifically enabled for direct agreements.

Accepts one of the following:
:embedded
:direct
agreement_url: String

The URL where the full text of the accepted agreement can be found.

accepted_ip: String

The IP address from which the terms of service were accepted.

accepted_user_agent: String

The user agent string of the browser or application used to accept the terms.

updated_at: Time

Timestamp of the most recent update to the account.

formatdate-time
meta: ResponseMetadata { api_request_id, api_request_timestamp }

Metadata about the API request, including an identifier and timestamp.

api_request_id: String

Unique identifier for this API request, useful for troubleshooting.

formatuuid
api_request_timestamp: Time

Timestamp for this API request, useful for troubleshooting.

formatdate-time
response_type: :object | :array | :error | :none

Indicates the structure of the returned content.

  • "object" means the data field contains a single JSON object.
  • "array" means the data field contains an array of objects.
  • "error" means the data field contains an error object with details of the issue.
  • "none" means no data is returned.
Accepts one of the following:
:object
:array
:error
:none
class AddressV1 { address1, city, state, 6 more }

The address object is optional. If provided, it must be a valid address.

address1: String

Primary address line (e.g., street, PO Box).

city: String

City, district, suburb, town, or village.

state: String

Two-letter state code.

zip: String

Zip or postal code.

address2: String

Secondary address line (e.g., apartment, suite, unit, or building).

country: String

The country of the address, in ISO 3166-1 alpha-2 format.

line1: String

Primary address line (e.g., street, PO Box).

line2: String

Secondary address line (e.g., apartment, suite, unit, or building).

postal_code: String

Postal or ZIP code.

class BusinessProfileV1 { name, website, address, 7 more }
name: String

The operating or trade name of the business.

website: String

URL of the business's primary marketing website.

formaturi
address: AddressV1 { address1, city, state, 6 more }

The address object is optional. If provided, it must be a valid address.

address1: String

Primary address line (e.g., street, PO Box).

city: String

City, district, suburb, town, or village.

state: String

Two-letter state code.

zip: String

Zip or postal code.

address2: String

Secondary address line (e.g., apartment, suite, unit, or building).

country: String

The country of the address, in ISO 3166-1 alpha-2 format.

line1: String

Primary address line (e.g., street, PO Box).

line2: String

Secondary address line (e.g., apartment, suite, unit, or building).

postal_code: String

Postal or ZIP code.

description: String

A brief description of the business and its products or services.

industry: IndustryV1 { category, mcc, sector }
category: String

The general category of the industry. Required if not providing MCC.

mcc: String

The Merchant Category Code (MCC) that best describes the business. Optional.

sector: String

The specific sector within the industry category. Required if not providing MCC.

The official registered name of the business.

phone: String

The primary contact phone number for the business.

support_channels: SupportChannelsV1 { email, phone, url }
email: String

The email address for customer support inquiries.

formatemail
phone: String

The phone number for customer support.

url: String

The URL of the business's customer support page or contact form.

formaturi
tax_id: String

The business's tax identification number (e.g., EIN in the US).

use_case: String

A description of how the business intends to use Straddle's services.

class CapabilityV1 { capability_status }
capability_status: :active | :inactive
Accepts one of the following:
:active
:inactive
class IndustryV1 { category, mcc, sector }
category: String

The general category of the industry. Required if not providing MCC.

mcc: String

The Merchant Category Code (MCC) that best describes the business. Optional.

sector: String

The specific sector within the industry category. Required if not providing MCC.

class SupportChannelsV1 { email, phone, url }
email: String

The email address for customer support inquiries.

formatemail
phone: String

The phone number for customer support.

url: String

The URL of the business's customer support page or contact form.

formaturi
class TermsOfServiceV1 { accepted_date, agreement_type, agreement_url, 2 more }
accepted_date: Time

The datetime of when the terms of service were accepted, in ISO 8601 format.

formatdate-time
agreement_type: :embedded | :direct

The type or version of the agreement accepted. Use embedded unless your platform was specifically enabled for direct agreements.

Accepts one of the following:
:embedded
:direct
agreement_url: String

The URL where the full text of the accepted agreement can be found.

accepted_ip: String

The IP address from which the terms of service were accepted.

accepted_user_agent: String

The user agent string of the browser or application used to accept the terms.

AccountsCapability Requests

Request a capability
embed.accounts.capability_requests.create(account_id, **kwargs) -> CapabilityRequestPagedV1 { data, meta, response_type }
post/v1/accounts/{account_id}/capability_requests
List capability requests
embed.accounts.capability_requests.list(account_id, **kwargs) -> PageNumberSchema<{ id, account_id, category, 5 more}>
get/v1/accounts/{account_id}/capability_requests
ModelsExpand Collapse
class CapabilityRequestPagedV1 { data, meta, response_type }
data: Array[{ id, account_id, category, 5 more}]
id: String

Unique identifier for the capability request.

formatuuid
account_id: String

The unique identifier of the account associated with this capability request.

formatuuid
category: :payment_type | :customer_type | :consent_type

The category of the requested capability. Use payment_type for charges and payouts, customer_type to define individuals or businesses, and consent_type for signed_agreement or internet payment authorization.

Accepts one of the following:
:payment_type
:customer_type
:consent_type
created_at: Time

Timestamp of when the capability request was created.

formatdate-time
status: :active | :inactive | :in_review | 3 more

The current status of the capability request.

Accepts one of the following:
:active
:inactive
:in_review
:rejected
:approved
:reviewing
type: :charges | :payouts | :individuals | 3 more

The specific type of capability being requested within the category.

Accepts one of the following:
:charges
:payouts
:individuals
:businesses
:signed_agreement
:internet
updated_at: Time

Timestamp of the most recent update to the capability request.

formatdate-time
settings: Hash[Symbol, untyped]

Any specific settings or configurations related to the requested capability.

meta: PagedResponseMetadata { api_request_id, api_request_timestamp, max_page_size, 6 more }

Metadata about the API request, including an identifier, timestamp, and pagination details.

api_request_id: String

Unique identifier for this API request, useful for troubleshooting.

formatuuid
api_request_timestamp: Time

Timestamp for this API request, useful for troubleshooting.

formatdate-time
max_page_size: Integer

Maximum allowed page size for this endpoint.

formatint32
page_number: Integer

Page number for paginated results.

formatint32
page_size: Integer

Number of items per page in this response.

formatint32
sort_by: String

The field that the results were sorted by.

sort_order: :asc | :desc
Accepts one of the following:
:asc
:desc
total_items: Integer

Total number of items returned in this response.

formatint32
total_pages: Integer

The number of pages available.

formatint32
response_type: :object | :array | :error | :none

Indicates the structure of the returned content.

  • "object" means the data field contains a single JSON object.
  • "array" means the data field contains an array of objects.
  • "error" means the data field contains an error object with details of the issue.
  • "none" means no data is returned.
Accepts one of the following:
:object
:array
:error
:none