Send invitation email to a recipient
Sends a one-time invite email to the recipient so they can self-serve submit their banking details. Revokes any prior pending invitation for the same recipient. Token expires in 72 hours.
Authorization
apiKey Merchant API key. Publishable keys (pk_test_* / pk_live_) are safe for browser/frontend use and carry a limited scope set (sessions, payment_instruments, customers, orders writes; products, product_prices, payment_links reads). Secret keys (sk_test_ / sk_live_*) grant full admin access and must only be used server-side.
In: header
Path Parameters
uuidResponse Body
application/json
application/json
application/json
application/json
application/json
curl -X POST "https://loading/v1/api/treasury/recipients/497f6eca-6276-4993-bfeb-53cbbbba6f08/invite"{
"success": true,
"timestamp": "2019-08-24T14:15:22Z",
"data": null,
"message": "string"
}{
"success": false,
"timestamp": "2019-08-24T14:15:22Z",
"error": {
"code": "string",
"message": "string",
"details": null
}
}{
"success": false,
"timestamp": "2019-08-24T14:15:22Z",
"error": {
"code": "string",
"message": "string",
"details": null
}
}{
"success": false,
"timestamp": "2019-08-24T14:15:22Z",
"error": {
"code": "string",
"message": "string",
"details": null
}
}{
"success": false,
"timestamp": "2019-08-24T14:15:22Z",
"error": {
"code": "string",
"message": "string",
"details": null
}
}Bulk import recipients from CSV
Upload a CSV file with columns: name, email, bank_name, routing_number, account_number, account_type (checking/savings), notes. Each row is validated, account numbers are tokenized via Basis Theory, and duplicates are detected by email or routing+account number. Maximum 1000 rows per batch. Rows that fail tokenization are skipped (fail-closed).
Get a Plaid Link token for recipient self-service
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