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Program Manager API

Welcome to the CAPAY Program Manager API. CA operates as a SaaS platform — as a Program Manager you are the administrator of your own Tenant, an isolated environment within the CA system. You onboard and manage the Clients within your Tenant, and initiate payments, deposits, balances, FX, and real-time event notifications for them.

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 Program Manager you are the Tenant administrator. Every API operation targets a specific Client within your Tenant, identified by clientId — this parameter is required on all transactions. Read Understanding Your Role early—it makes everything else click.

What you can do

AreaCapabilities
AuthenticationExchange apiUser + apiKey for a short-lived access token
Client ManagementOnboard, approve, and maintain the clients you manage
Accounts, Balances & TransactionsQuery balances, manage virtual accounts, reconcile the ledger
Beneficiary ManagementCreate and validate payees per client, 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 Admin 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.