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Client API

Welcome to the CAPAY Client API. It lets you move money globally—send payments, collect deposits, hold balances across currencies, convert FX, and receive real-time event notifications—for yourself and for the underlying customers you serve.

Guides vs API Reference

This documentation has two parts:

  • Guides (you're here) explain how the platform works and how to accomplish real tasks, with the business context behind each flow.
  • API Reference is the technical specification—every endpoint, parameter, and response object, generated from our OpenAPI schema.

The one concept to learn first

As a Client, a single idea shapes almost every call: the optional clientId parameter. Omit it and you act as yourself; provide it and you act for a specific underlying customer. Read Understanding Your Account early—it makes everything else click.

What you can do

AreaCapabilities
AuthenticationExchange apiUser + apiKey for a short-lived access token
Accounts, Balances & TransactionsQuery balances, manage virtual accounts, reconcile the ledger
Fund FlowUnderstand House / Sub-Accounts and POBO / COBO movements
BeneficiariesCreate and validate payees, including Confirmation of Payee
PaymentsSend standard and FX payments and track their lifecycle
DepositsCollect funds via virtual accounts and simulate deposits in Sandbox
FX RatesGet indicative rates and lock firm quotations
WebhooksSubscribe to encrypted real-time event notifications
FX Conversion scope

The API does not support standalone FX conversions. Currency conversion is only available as part of a payment — you create a Payment with a currency conversion attached. If you need to convert funds without an outbound payment, you can do so directly through the Client Portal.

Get started

Head to Quick Start to authenticate and make your first API call in minutes.

Need help?

Your Account Manager and Integration Support team are always ready to assist.