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Conta Azul API

Allows making requests to the Conta Azul API

Search Financial Accounts

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Overview

This node operation allows users to search for financial accounts within the Conta Azul API. It supports filtering by financial account name, types, active status, and pagination options such as page number and page size. This is useful for scenarios where users need to retrieve and manage financial account data programmatically, for example, to display account lists, perform financial reconciliations, or integrate account data with other systems.

Use Case Examples

  1. Retrieve a list of active checking and savings accounts with pagination.
  2. Filter financial accounts by name containing a specific keyword.
  3. Fetch only active financial accounts for reporting purposes.

Properties

Name Meaning
Financial Account Name Filter financial accounts by their name.
Financial Account Types Filter financial accounts by one or more types such as Cash Box, Checking Account, Credit Card, Investment, etc.
Only Active Boolean flag to filter only active financial accounts.
Page Page number for paginated results.
Page Size Number of items per page in paginated results.

Output

JSON

  • id - Unique identifier of the financial account.
  • name - Name of the financial account.
  • type - Type/category of the financial account.
  • status - Status indicating if the account is active or inactive.
  • balance - Current balance of the financial account.

Dependencies

  • Conta Azul API with OAuth2 authentication

Troubleshooting

  • Ensure the OAuth2 credentials for Conta Azul API are correctly configured and valid.
  • Verify that the filter parameters such as account types and active status are correctly set to avoid empty results.
  • Handle pagination parameters properly to retrieve all desired data pages.
  • Common error: 'Operation not supported' indicates an invalid operation parameter; ensure 'getFinancialAccounts' is selected.

Discussion