1. Managed Users
Synci API
  • Overview
  • Guides
    • Authentication
    • Building OAuth apps
    • Managed apps
    • Webhooks
    • Pagination, filtering, and sorting
    • Errors
    • Rate limits
    • MCP: Connect AI assistants
    • Synci as a SimpleFIN provider
  • Synci API
    • Finance
      • Connections
        • List all financial connections
        • Create a new financial connection
        • Get financial connection
        • Delete financial connection
        • Disable financial connection
        • Reconfirm the consent of a financial connection
      • Accounts
        • List all financial accounts
        • Get financial account
        • Update financial account
        • Delete financial account
        • Bulk delete financial accounts
        • Sync financial account data
        • Reset financial account config to defaults
        • List all account balance entries
        • Get account balance entry
        • List account holdings
        • Get account holding
        • Get enrichment backfill status
      • Transactions
        • List all transactions
        • Create a new transaction
        • Get transaction
        • Update transaction
        • Delete transaction
        • Bulk delete transactions
      • Institutions
        • Get supported countries
        • List all supported institutions
        • Get supported institution
    • Destinations
      • YNAB Connections
        • YNAB Budgets
          • YNAB Budget Accounts
            • List all YNAB budget accounts
            • Get YNAB budget account
            • Delete YNAB budget account
          • List all YNAB budgets
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      • Lunch Money Connections
        • Lunch Money Accounts
          • List all Lunch Money accounts
          • Get Lunch Money account
          • Delete Lunch Money account
        • List all Lunch Money connections
        • Create new Lunch Money connection
        • Get Lunch Money connection
        • Delete Lunch Money connection
        • Update Lunch Money connection
        • Refresh Lunch Money connection
      • Google Sheets Connections
        • Sheets
          • List destination spreadsheets for a connection
          • Register a destination spreadsheet
          • Get a destination spreadsheet
          • Update a destination spreadsheet
          • Delete a destination spreadsheet
          • List the worksheets (tabs) of a spreadsheet
          • Create a new worksheet (tab) in a spreadsheet
        • List all Google Sheets connections
        • Create new Google Sheets connection
        • Get Google Sheets connection
        • Delete Google Sheets connection
        • Update Google Sheets connection
        • Refresh Google Sheets connection
      • SimpleFIN Connections
        • List all SimpleFIN connections
        • Create new SimpleFIN connection
        • Get SimpleFIN connection
        • Update SimpleFIN connection
        • Delete SimpleFIN connection
        • Regenerate setup token
        • Revoke access credentials
        • List accounts observed syncing
      • Notion Connections
        • Databases
          • List destination databases for a connection
          • Register a destination database
          • Get a destination database
          • Update a destination database
          • Delete a destination database
        • List all Notion connections
        • Create new Notion connection
        • Get Notion connection
        • Delete Notion connection
        • Update Notion connection
        • Refresh Notion connection
        • Search pages shared with Synci
        • Search databases shared with Synci
    • Webhooks
      • List all webhook events
      • List all webhook endpoints
      • Create new webhook endpoint
      • Get webhook endpoint
      • Update webhook endpoint
      • Delete webhook endpoint
      • Test webhook endpoint
      • Rotate webhook secret
    • User
      • Get the authenticated user
    • Rules
      • Create a new rule
      • Preview a rule against transactions (dry-run)
      • Rule field catalog
      • List all rules
      • Get rule
      • Update rule
      • Delete rule
      • Attach rule to a financial account
      • Detach rule from financial account
      • Reorder rules for a financial account
      • Attach rule to transfer link
      • Detach rule from transfer link
      • Reorder rules for a transfer link
    • Rule Logs
      • List all rule logs
      • Get rule log
      • Undo multiple rule actions
      • Undo a rule action
    • Transfer Links
      • List all transfer links
      • Create a new transfer link
      • Get transfer link
      • Update transfer link
      • Delete transfer link
      • Retry transfers for all transfer links
      • Retry transfers for a specific transfer link
    • Transfer Logs
      • List all transfer logs
      • Get transfer log
      • Undo a transfer
      • Undo multiple transfers
  • Managed Apps API
    • Managed Users
      • List your users
        GET
      • Register a user
        POST
      • Get a user
        GET
      • Update a user
        PUT
      • Delete a user
        DELETE
      • Mint a token pair
        POST
      • Create a portal session
        POST
    • Managed Connections
      • List your users' financial connections
    • Managed Webhooks
      • List webhook events
      • List your webhook endpoints
      • Register a webhook endpoint
      • Show a webhook endpoint
      • Update a webhook endpoint
      • Delete a webhook endpoint
      • Send a test delivery
      • Rotate the signing secret
  • Schemas
    • BankConnectionStatusEnum
    • AccountHoldingResource
    • AttachRuleToFinancialAccountRequest
    • BalanceCategoryEnum
    • CreateAppWebhookEndpointRequest
    • BankDataTypeEnum
    • AttachRuleToTransferLinkRequest
    • CreatePortalSessionRequest
    • BalanceTypeEnum
    • HealthResource
    • BulkDeleteFinancialAccountsRequest
    • BulkDeleteTransactionsRequest
    • IntegratorEnum
    • ManagedUserResource
    • RegisterManagedUserRequest
    • ManagedConnectionResource
    • BulkUndoRuleLogsRequest
    • UpdateManagedUserRequest
    • BulkUndoTransferLogsRequest
    • CreateGoogleSheetTabRequest
    • CreateFinancialConnectionRequest
    • CreateGoogleSheetsConnectionRequest
    • TestAppWebhookRequest
    • CreateLunchMoneyConnectionRequest
    • UpdateAppWebhookEndpointRequest
    • WebhookEndpointResource
    • CreateTransactionRequest
    • WebhookEventResource
    • WebhookEndpointPayloadVersion
    • CreateRuleRequest
    • CreateNotionConnectionRequest
    • WebhookEventTypeEnum
    • CreateWebhookEndpointRequest
    • CreateTransferLinkRequest
    • CreateYnabConnectionRequest
    • DestinationTypeEnum
    • EnrichmentProviderEnum
    • FinancialAccount
    • FinancialAccountBalanceResource
    • FinancialAccountResource
    • FinancialConnectionResource
    • GoogleSheetResource
    • GoogleSheetsConnectionResource
    • HealthStatusEnum
    • InstitutionConfigMappedDateEnum
    • InstitutionConfigMappedTextEnum
    • InstitutionConfigResource
    • InstitutionResource
    • LunchMoneyAccountResource
    • LunchMoneyConnectionResource
    • PreviewRuleRequest
    • NotionConnectionResource
    • ReauthorizeFinancialConnectionRequest
    • RetryTransfersAllLinksRequest
    • NotionDatabaseResource
    • RetryTransfersRequest
    • ReorderFinancialAccountRulesRequest
    • ReorderTransferLinkRulesRequest
    • RuleActionResource
    • RuleActionTypeEnum
    • RuleConditionResource
    • RuleLogResource
    • RuleOperatorEnum
    • RuleResource
    • SimpleFinAccountResource
    • RuleScopeEnum
    • SimpleFinAppEnum
    • RuleTypeEnum
    • SimpleFinConnectionResource
    • StoreGoogleSheetRequest
    • TransactionTypeEnum
    • StoreSimpleFinConnectionRequest
    • TestWebhookRequest
    • SyncFinancialAccountRequest
    • TransferLink
    • TransactionResource
    • TransferLinkSyncModeEnum
    • StoreNotionDatabaseRequest
    • TransferLogStatusEnum
    • TransferLinkResource
    • TransferLogResource
    • UpdateGoogleSheetRequest
    • UpdateGoogleSheetsConnectionRequest
    • UpdateLunchMoneyConnectionRequest
    • UpdateFinancialAccountRequest
    • UpdateRuleRequest
    • UpdateTransactionRequest
    • UpdateSimpleFinConnectionRequest
    • UpdateYnabBudgetRequest
    • UpdateWebhookEndpointRequest
    • UpdateYnabConnectionRequest
    • UpdateTransferLinkRequest
    • UpdateNotionConnectionRequest
    • UpdateNotionDatabaseRequest
    • UserProfileResource
    • WebhookTypeEnum
    • YnabBudgetAccountResource
    • YnabBudgetAccountTypeEnum
    • YnabBudgetResource
    • YnabConnectionResource
  1. Managed Users

Create a portal session

POST
/users/{userId}/portal-sessions
Returns a single-use URL that drops this user straight into the connection portal with no sign-in code. Use it when they are already authenticated in your own app. Valid once, for a short window.
This is how managed users create and renew connections: POST /finance/connections and PUT /finance/connections/{connectionId}/reauthorize refuse a managed user's own access token with 403 and code: "managed_connection_requires_portal".
Pass institution_id when the user has already picked their bank in your app, or connection_id to renew one of their existing connections. The portal then skips its picker and starts that flow itself after a short interlude, so the portal reads as a quick step rather than a second bank picker. A renewal keeps the connection id and sends a connection.reauthorized webhook. A user who has not yet accepted the portal terms sees the same interlude with an "Accept and continue" button instead, and nothing starts until they press it.

Request

Authorization
Basic Auth
Send your HTTP requests with an
Authorization
header that contains the word Basic followed by a space and a base64-encoded string username:password
Example:
Authorization: Basic *****************
or
Path Params

Body Params application/json

Examples

Responses

🟢200
application/json
Bodyapplication/json

🟠403AuthorizationException
🟠422ValidationException
Request Request Example
Shell
JavaScript
Java
Swift
curl --location 'https://api.synci.io/managed/v1/users/6bfbe0a6-2d49-4dc8-b983-fb4dfa417ea0/portal-sessions' \
--header 'Authorization: Basic <encoded-value>' \
--header 'Content-Type: application/json' \
--data '{
    "return_url": "http://example.com",
    "institution_id": 1,
    "connection_id": 1
}'
Response Response Example
200 - Example 1
{
    "data": {
        "url": "string",
        "expires_at": "string"
    }
}
Modified at 2026-10-07 20:36:50
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Mint a token pair
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List your users' financial connections
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