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Share reports with a partner via relay token

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Share reports with a partner via relay token

with Plaid

Use Plaid: its The Plaid API lets you share reports with a partner via relay token in a single step (POST /credit/relay/create). capabilities.work can help you get signed up and connected.

  • How do I share an Asset Report with another Plaid customer like a lender?
  • Is the relayed report a copy or the same Asset Report?
Say it to your AI assistant
  • Create a relay token for reports {report_tokens} to client {secondary_client_id}.
  • Relay {report_tokens} to partner {secondary_client_id} and notify {webhook}.
For your developer

POST /credit/relay/create in The Plaid API. Full spec on APIs.io.

More you can do with Plaid

Create an Asset ReportRetrieve an Asset Report as JSONDownload an Asset Report as a PDFRefresh an existing Asset ReportExclude accounts from an Asset ReportDelete an Asset ReportShare an Asset Report audit copy with an auditorRetrieve an Asset Report audit copyRevoke an Asset Report audit copyRetrieve a consumer Base ReportCreate a consumer Base ReportAdd reports to an audit copy token