JSON-RPC API

Reference for the Savi Finance JSON-RPC API: request format, authentication, errors and documented methods.

Request format

Send a JSON-RPC 2.0 POST with Content-Type: application/json to:

https://api-v2.financesavi.com/rpc

{
  "jsonrpc": "2.0",
  "method": "listAccounts",
  "params": {},
  "id": 1
}

Authenticated methods need an Authorization: Bearer <token> header. See Authentication.

Responses and errors

A successful call returns HTTP 200 with a result. A call the server rejects (invalid params, permission denied, rate limited) returns HTTP 400 with an error object. An unknown method returns 404, and any HTTP verb other than POST returns 405.

Methods

Method	Auth	Summary
`createAccount`	required	createAccount - Creates a new account for the authenticated user.
`createTransaction`	required	createTransaction — creates a new transaction for the authenticated user.
`deleteTransaction`	required	deleteTransaction — deletes a transaction by ID.
`getAccount`	required	Get Account - retrieves a single account by ID with optional data.
`getCurrentUser`	required	Get Current User - returns information about the authenticated user.
`getTransaction`	required	getTransaction — fetches a single transaction by ID.
`listAccounts`	required	List Accounts - retrieves accounts for a specific user with optional data.
`listAlerts`	required	listAlerts — returns all spending/income alerts owned by the authenticated user.
`listLifePlans`	required	listLifePlans — paginated listing of life plans owned by the caller with their associated data.
`listProjections`	required	listProjections — lists cash-flow projections owned by the caller, with optional filters.
`listSavedFilters`	required	listSavedFilters — paginated listing of saved filters owned by the caller.
`listSavingGoals`	required	listSavingGoals — lists the saving goals the caller contributes to.
`listTransactions`	required	List Transactions - retrieves transactions for the authenticated user with optional filtering.
`ping`	public	Ping handler - tests basic connectivity and authentication.
`updateTransaction`	required	updateTransaction — partially updates a transaction using field masks.