> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stackone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Finastra

> How to set up the Finastra connector, plus the actions that are available.

![Finastra](https://stackone-logos.com/api/finastra/filled/svg)

Betav0.2.0[See changelog](https://docs.stackone.com/connectors/finastra/changelog.md)

[42 actions](#actions) · 1 auth method

## Getting Started

**1. Create or Select a Project**

Set up a new project or select an existing one. See [Organizations & Projects](https://docs.stackone.com/gateway/concepts/organizations-and-projects.md).

**2. Configure the Connector**

Enable the connector and set up a Connector Profile in your project. See [Setup Connector Profile](https://docs.stackone.com/gateway/quickstart.md#setup-connector-profile).

> **[Connector Profile · OAuth 2.0](https://docs.stackone.com/connectors/finastra/guides/connector-profile/oauth-2-0.md)**
>
> Delegated access on behalf of a signed-in corporate user via FusionFabric.cloud OpenID Connect. Requires registering an...

**3. Link an Account**

Link an account [from the dashboard](https://docs.stackone.com/connect/managing-connectors/linking-accounts.md#link-from-the-dashboard) (or via [StackOne Hub](https://docs.stackone.com/embed/account-linking/overview)).

See the guide for the authentication type chosen in the Connector Profile:

> **[Link Account · OAuth 2.0](https://docs.stackone.com/connectors/finastra/guides/link-account/oauth-2-0.md)**

**4. Use Actions**

Connect an AI platform to the linked account's actions. See [AI Platforms](https://docs.stackone.com/connect/ai-platforms/overview.md).

Other ways to call actions are listed in [Protocols & SDKs](https://docs.stackone.com/connect/protocols-and-sdks.md).

## Actions

42 actions

ActionDescription

List Accounts`finastra_accounts_list`

Display the list of accounts for the authenticated corporate user.

Get Account`finastra_accounts_get`

Display the details of a single account by its id.

List Account Balances By Type`finastra_accounts_balances_by_type`

Display account balances grouped by account type for the authenticated corporate user.

Get Account Balances`finastra_accounts_balances_get`

Display the balances of a single account by its id.

Get Account Statement`finastra_accounts_statement`

Display the statement entries for an account over a date range.

Approve Transaction`finastra_approvals_approve`

Approve a pending transaction as the checker.

Approve Transaction With Rekey`finastra_approvals_approve_with_rekey`

Approve a pending transaction while re-keying verified fields.

Reject Transaction`finastra_approvals_reject`

Reject a pending transaction as the checker.

Get Reauthentication Type`finastra_approvals_reauth_type_get`

Get the reauthentication type required to submit a transaction.

Send Reauthentication Code`finastra_approvals_reauth_code_send`

Generate and send the reauthentication code for a transaction.

List Beneficiaries`finastra_beneficiaries_list`

Fetch the list of beneficiaries for the authenticated corporate user.

Create MT103 Beneficiary`finastra_beneficiaries_create_mt103`

Create a beneficiary for cross-border (MT103) funds transfers.

Create Domestic Beneficiary`finastra_beneficiaries_create_domestic`

Create a beneficiary for domestic funds transfers.

Create Third Party Beneficiary`finastra_beneficiaries_create_thirdparty`

Create a beneficiary for third-party funds transfers.

Update MT103 Beneficiary`finastra_beneficiaries_update_mt103`

Update an existing MT103 cross-border transfer beneficiary.

Update Domestic Beneficiary`finastra_beneficiaries_update_domestic`

Update an existing domestic transfer beneficiary.

Update Third Party Beneficiary`finastra_beneficiaries_update_thirdparty`

Update an existing third-party transfer beneficiary.

Delete Beneficiary`finastra_beneficiaries_delete`

Delete an existing beneficiary by its account id.

Approve Beneficiary`finastra_beneficiaries_approve`

Approve a pending beneficiary as the checker.

Reject Beneficiary`finastra_beneficiaries_reject`

Reject a pending beneficiary as the checker.

Return Beneficiary`finastra_beneficiaries_return`

Return a pending beneficiary for amendment as the checker.

Create Counterparty`finastra_counterparties_create`

Create a new trade counterparty for the authenticated corporate user.

List Counterparties`finastra_counterparties_list`

Fetch the list of counterparties for the authenticated corporate user.

Get Counterparty`finastra_counterparties_get`

Read the details of a single counterparty by its id.

Update Counterparty`finastra_counterparties_update`

Update an existing trade counterparty.

Delete Counterparty`finastra_counterparties_delete`

Delete an existing counterparty by its id.

Get FX Rate`finastra_fx_rates_get`

Get the exchange rate for a currency pair.

Convert Amount`finastra_fx_rates_convert`

Convert an amount between two currencies at the current rate.

Create Internal Transfer`finastra_payments_internal_transfer`

Initiate an internal funds transfer between the corporate's own accounts.

Create Third Party Transfer`finastra_payments_thirdparty_transfer`

Initiate a third-party funds transfer within the same bank.

Create Domestic Transfer`finastra_payments_domestic_transfer`

Initiate a domestic funds transfer to another bank.

Create Cross-Border Transfer`finastra_payments_mt103_transfer`

Initiate a cross-border (MT103) funds transfer.

Validate Holidays And Cutoff`finastra_payments_holidays_cutoff`

Validate non-working days and cutoff times for a prospective transfer.

Get Term Deposit Configurations`finastra_term_deposits_configurations`

Fetch the available term deposit configurations.

Create Term Deposit`finastra_term_deposits_create`

Create a term deposit transaction for the authenticated corporate user.

List Term Deposits`finastra_term_deposits_list`

Fetch the list of term deposits for the authenticated corporate user.

Modify Term Deposit`finastra_term_deposits_modify`

Update an existing term deposit.

Withdraw Term Deposit`finastra_term_deposits_withdraw`

Withdraw an existing term deposit.

List Transactions`finastra_transactions_list`

Transaction enquiry for the authenticated corporate user.

Get Transaction`finastra_transactions_get`

Get the details of a single transaction by its id.

Get Transaction History`finastra_transactions_history`

Get the user audit history for a transaction.

List Pending Transactions`finastra_transactions_pending_list`

List transactions pending the authenticated user's approval.


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