# Caxton Documentation > Documentation for Caxton ## Guides - [Authentication](https://dev.caxton.io/docs/getting-started.md) - [Deposit Funds - Sandbox](https://dev.caxton.io/docs/deposit-funds.md) - [Validate a Payment - Sandbox](https://dev.caxton.io/docs/test-transferid-validation.md) - [Overview](https://dev.caxton.io/docs/accounts.md) - [Sub-Accounts](https://dev.caxton.io/docs/sub-accounts.md) - [User Accounts](https://dev.caxton.io/docs/user-accounts.md) - [Overview](https://dev.caxton.io/docs/fx.md) - [Third Party FX](https://dev.caxton.io/docs/third-party-fx.md) - [Money Transfers FX](https://dev.caxton.io/docs/money-transfers-fx.md) - [Wallet FX](https://dev.caxton.io/docs/wallet-fx.md) - [Inbound Payments](https://dev.caxton.io/docs/inbound-payments.md) - [Beneficiaries](https://dev.caxton.io/docs/beneficiaries-1.md) - [Outbound Payments](https://dev.caxton.io/docs/outbound-payments.md) - [Payroll & Bulk Payments](https://dev.caxton.io/docs/payroll-bulk-payments.md) - [Audits](https://dev.caxton.io/docs/audits.md) - [Main Balances](https://dev.caxton.io/docs/balances-sub-balances.md) - [Pots](https://dev.caxton.io/docs/pots.md) - [Internal Transfers](https://dev.caxton.io/docs/internal-transfers.md) - [Wallet Management](https://dev.caxton.io/docs/wallet-mangement.md) - [Card Management](https://dev.caxton.io/docs/card-management.md) - [Expenses](https://dev.caxton.io/docs/expenses-1.md) - [Webhooks](https://dev.caxton.io/docs/webhooks-1.md) ## API Reference - [Approve or Reject a Transfer Id.](https://dev.caxton.io/reference/sandboxapi_managefundsout.md): This endpoint is used to approve or reject a TransferId, when testing mock transactions via the Sandbox environment. - [Fund the account.](https://dev.caxton.io/reference/sandboxapi_managefundsin.md): This endpoint deposits mock funds into a user account, when testing via the sandbox environment. - [Generate Password.](https://dev.caxton.io/reference/clientaccountapi_registerpassword.md): This endpoint generates a password for an API account. A successful response returns a ClientPassword, which is required to generate an access token. - [Get Access Token](https://dev.caxton.io/reference/post_api-token.md): Get a Bearer token to perform API requests - [Get User Account Details](https://dev.caxton.io/reference/accountdetailapi_getuseraccountinfo.md): Gets the user account information. - [User Login.](https://dev.caxton.io/reference/useraccountapi_login.md): This endpoint enables access to a user account. Call this endpoint after generating a bearer token to gain access to the account successfully. - [Create Users](https://dev.caxton.io/reference/registrationapi_onboardapplicant.md): Use this endpoint to create a User account. - [Show User Details.](https://dev.caxton.io/reference/clientaccountapi_getdetails.md): This endpoint shows the account details for the user currently logged in. Such as Name, Address, DOB, etc. - [List All Subsidiaries.](https://dev.caxton.io/reference/clientaccountapi_getsubaccounts.md): This endpoint lists all the subsidiary accounts created on the main account. Subsidiaries are identified by their UserId, CompanyName and/or IdentityNumber. - [Create Credentials for Existing Sub-Accounts.](https://dev.caxton.io/reference/clientaccountapi_createapiaccount.md): This endpoint creates login credentials for existing Sub-Accounts. By parsing the corresponding Sub-Account identifier in the headers, login details are created. - [Create Sub-Account.](https://dev.caxton.io/reference/clientaccountapi_createsubaccount.md): Call this endpoint to create a Sub-Account. - [Reset User Credentials.](https://dev.caxton.io/reference/clientaccountapi_resetclientaccount.md): Call this endpoint to reset a user password. After calling this endpoint, a new password can be generated via the POST - Generate Password endpoint. - [Deactivate a subsidiary account.](https://dev.caxton.io/reference/clientaccountapi_toggleaccountstatus.md): This endpoint deactivates a subsidiary account. Once deactivated, users cannot log into the account or create a bearer token to gain access. - [Retrieve Main currencies for Third Parties.](https://dev.caxton.io/reference/currencyapi_getthirdpartysellcurrencies.md): This endpoint retrieves the Main currencies available to Third Party customers. There are 6 Main currencies available. Currencies must be listed here to create a quote successfully. - [Retrieve Exchange currencies for Third Parties.](https://dev.caxton.io/reference/currencyapi_getthirdpartybuycurrencies.md): This endpoint retrieves the currencies available to Third Party customers. There are 29 Exchange currencies available. Currencies must be listed here to create a quote successfully. - [Retrieve Main currencies for Money Transfers.](https://dev.caxton.io/reference/currencyapi_getipsellcurrencies.md): This endpoint retrieves the Main currencies available to Money Transfer customers. There are 6 Main currencies available. Currencies must be listed here to create a quote successfully. - [Retrieve Exchange currencies for Money Transfers.](https://dev.caxton.io/reference/currencyapi_getipbuycurrencies.md): This endpoint retrieves the currencies available to Money Transfers customers. There are 29 Exchange currencies available. Currencies must be listed here to create a quote successfully. - [Retrieve Exchange currencies for Cards.](https://dev.caxton.io/reference/currencyapi_getcardcurrencies.md): This endpoint retrieves the currencies available to Card products. Cards have 15 Exchange currencies available to convert, and only one Main currency - GBP. Currencies must be listed here to create a quote successfully. - [Display Rates from Main currency to Exchange currency.](https://dev.caxton.io/reference/ratesapi_getthirdpartysellrate.md): This endpoint is for Third Parties to retrieve a conversion rate from a Main currency amount into an Exchange currency amount. - [Display Rates from Exchange currency into Main currency.](https://dev.caxton.io/reference/ratesapi_getthirdpartybuyrate.md): This endpoint is for Third Parties to retrieve a conversion rate from an Exchange currency amount into a Main currency amount. - [Shows conversion rates for all currencies.](https://dev.caxton.io/reference/ratesapi_getmultiplethirdpartyrate.md): This endpoint shows the GBP conversion rates for every currency available on the account, for a given amount. - [Display conversion rates for all Money Transfer currencies.](https://dev.caxton.io/reference/ratesapi_getipsellrate.md): This endpoint shows the GBP conversion rates for every currency available to Money Transfer users, for a given amount. - [Display Rates from Exchange currency into Main currency.](https://dev.caxton.io/reference/ratesapi_getipbuyrate.md): This endpoint is for Money Transfer customers to retrieve a conversion rate from an Exchange currency amount into a Main currency amount. - [Display Rates from a Main currency into an Exchange currency.](https://dev.caxton.io/reference/ratesapi_getmultipleipsellrate.md): This endpoint is for Money Transfer customers to retrieve a conversion rate from a Main currency amount into an Exchange currency amount. - [Display Rates from an Exchange currency into a Main currency.](https://dev.caxton.io/reference/ratesapi_getcardsellrate.md): This endpoint is for Card customers to retrieve a conversion rate from an Exchange currency amount into a Main currency amount. - [Display Rates from Main currency into Exchange currency.](https://dev.caxton.io/reference/ratesapi_getcardbuyrate.md): This endpoint is for Card customers to retrieve a conversion rate from a Main currency amount into an Exchange currency amount. - [Display conversion rates for all Card currencies.](https://dev.caxton.io/reference/ratesapi_getmultiplecardsellrate.md): This endpoint shows the GBP conversion rates for every currency available to Card customers, for a given amount. - [Create a Quote by Trading a Main currency into an Exchange currency.](https://dev.caxton.io/reference/quotesapi_getthirdpartysellquoterequest.md): This endpoint creates a Quote by trading a Main currency for an Exchange currency. Upon successful generation, a QuoteId is created, which is then used to execute the Quote. - [Create a Quote by Trading an Exchange currency into a Main currency.](https://dev.caxton.io/reference/quotesapi_getthirdpartybuyquoterequest.md): This endpoint creates a Quote by trading an Exchange currency into a Main currency. Upon successful generation, a QuoteId is created, which is then used to execute the Quote. - [Retrieve a Quote by Id.](https://dev.caxton.io/reference/quotesapi_retrievethirdpartyquotebyid.md): This endpoint retrieves a Quote by its Id. After the Quote is created, a Quote Id is generated, which is used via this endpoint to get the details for that particular Quote. - [Create a Quote by Trading an Exchange currency into a Main currency.](https://dev.caxton.io/reference/quotesapi_gettradebuyratequote.md): This endpoint creates a Money Transfer quote by Trading an Exchange currency into a Main currency. Upon successful generation, a QuoteId is created, which is then used to execute the quote. - [Create a Quote by Trading a Main currency into an Exchange currency.](https://dev.caxton.io/reference/quotesapi_gettradesellratequote.md): This endpoint creates a Money Transfer quote by Trading a Main currency into an Exchange currency. Upon successful generation, a QuoteId is created, which is then used to execute the quote. - [Create a Card Quote from an Exchange currency into a Main currency.](https://dev.caxton.io/reference/quotesapi_getcardsbuyratequote.md): This endpoint creates a Card quote by trading an Exchange currency into a Main currency. Upon successful generation, a QuoteId is created, which is then used to execute the quote. - [Create a Quote by Trading a Main currency into an Exchange currency.](https://dev.caxton.io/reference/quotesapi_getcardssellratequote.md): This endpoint creates a Card quote from a Main currency into an Exchange currency. Upon successful generation, a QuoteId is created, which is then used to execute the quote. - [Retrieve a Quote by Id.](https://dev.caxton.io/reference/quotesapi_retrievestrictquotebyid.md): This endpoint retrieves a Quote by its Id. After the Quote is created, a QuoteId is generated which can be used via this endpoint to get the details for that particular Quote. - [Executes a Quote.](https://dev.caxton.io/reference/quotesapi_executethirdpartyquotebyid.md): After a Quote is generated, this endpoint is used to confirm the Quote and complete the trade. - [Initiate a Payment Request via Bank Transfer.](https://dev.caxton.io/reference/paymentbanktransferapi_internationalpaymentpayload.md): This endpoint is only available to Money Transfer customers to book a trade and make payment via Bank Transfer. A successful response returns a ShopOrderId which is used to process the transaction. For the request to go ahead, it must be submitted before the five minute allocation for the Quote expires. - [Process a Bank Transfer Payment Request.](https://dev.caxton.io/reference/paymentbanktransferapi_currencybankpaymentprocess.md): This endpoint processes a payment request for quotes paid via Bank Transfer. A successful response returns a PaymentProcessId. - [Initiate a Payment Request via Currency Balance for Money Transfers.](https://dev.caxton.io/reference/paymentcurrencybankapi_internationalpaymentpayload.md): This endpoint initiates a payment request for a Money Transfer Quote to be credited to the account, or to be made available to a beneficiary on a specified date, using a currency balance. A successful response returns a ShopOrderId which is used to process the request. For the request to go ahead, it must be submitted before the five minute allocation for the Quote expires. - [Display Quote Status for Bank Transfers.](https://dev.caxton.io/reference/paymentbanktransferapi_getpaymentstatus.md): Call this endpoint to find out the status of a specific currency balance load, using bank transfer as the payment method. - [Initiate a Payment Request via Currency Balance for Card Quotes.](https://dev.caxton.io/reference/paymentcurrencybankapi_paymentforcardload.md): This endpoint is used to make payments for Card Quotes via currency balances held on the account. A successful response returns a ShopOrderId which is used to process the request. - [Common](https://dev.caxton.io/reference/common.md) - [Process a Payment Request.](https://dev.caxton.io/reference/paymentcurrencybankapi_currencybankpaymentprocess.md): This endpoint executes a ShopOrderId generated by Card or Money Transfer requests. A successful response returns a PaymentProcessId. - [Display Quote Status for Currency Loads.](https://dev.caxton.io/reference/paymentcurrencybankapi_getpaymentstatus.md): Call this endpoint to find out the status of a specific currency balance load. - [Shows the quote Settlement.](https://dev.caxton.io/reference/quotesapi_getquotetradesettlement.md): After a quote is created, this endpoint uses the QuoteID to return the time and date the funds become available on the account. - [List All Main Balances.](https://dev.caxton.io/reference/accountbalanceapi_getcurrencybalances.md): This endpoint lists all the Main Balances for the account. The Main Balance in an account serves to execute currency trades, peer-to-peer transfers, send funds to other bank accounts, and make deposits. - [List Main and Pot Balances.](https://dev.caxton.io/reference/accountbalanceapi_getallcurrencypotbalances.md): This endpoint lists all Main and Currency pot balances on the account. - [List a specific currency balance.](https://dev.caxton.io/reference/accountbalanceapi_getcurrencybalance.md): This endpoint lists any balances under a particular currency. A successful response returns both Main, and Pot balances under the given currency code. - [Gets the pot balance.](https://dev.caxton.io/reference/accountbalanceapi_getcurrencybalancepot.md): This endpoint retrieves the balance for a specific pot. Search by the currency code and name of the pot to get a successful response. - [Create a Pot.](https://dev.caxton.io/reference/accountbalanceapi_createcurrencypot.md): This endpoint creates a pot. Pots help to keep funds separate from the Main Balance and are used for a range of applications, like budgeting and/or saving. There are no limits as to how many pots can be created. - [Transfer funds to an account.](https://dev.caxton.io/reference/accountbalanceapi_initiatethirdpartycurrencybalancetransfer.md): This endpoint enables fund transfers from the Main Balance to a User account. - [Transfer funds between balances.](https://dev.caxton.io/reference/accountbalanceapi_initiatethirdpartycurrencybalancemovement.md): This endpoint enables fund transfers from the Main Balance to a Pot, and/or between Pots. - [Search Account Transactions.](https://dev.caxton.io/reference/accounttransactionapi_searchaccounttransaction.md): Displays a list of transactions based on the currency and timestamp provided. - [Search Account Deposits.](https://dev.caxton.io/reference/accounttransactionapi_searchaccountdeposits.md): Displays a list of deposits based on the timestamp provided. - [Lists deposit options available.](https://dev.caxton.io/reference/referenceapi_getbankdetails.md): This endpoint gets a list of the bank accounts available to deposit money into. - [Lists available banks by currency.](https://dev.caxton.io/reference/referenceapi_getbankdetailbyccy.md): This endpoint gets the associated bank details for a given currency. - [Retrieve a list of countries and their respective bank requirements.](https://dev.caxton.io/reference/countryapi_getallcountryinformation.md): This endpoint displays a list of countries we support payments to, and their specific bank requirements. E.g., IBAN, Swift, Sort Code, etc. - [Retrieve a specific country's bank requirements.](https://dev.caxton.io/reference/countryapi_getcountryinformation.md): By entering the country code, this endpoint shows country specific bank requirements. E.g., IBAN, Swift, Sort Code, etc. - [Retrieve country bank requirements.](https://dev.caxton.io/reference/countryapi_getcountrybankrequirements.md): By entering the country code and currency code, this endpoint shows country specific bank requirements. E.g., IBAN, Swift, Sort Code, etc. - [Gets country purpose codes.](https://dev.caxton.io/reference/countryapi_getallcountrypurposecodes.md): By entering the country code, this endpoint returns a list of all purpose codes. - [Gets country purpose code information.](https://dev.caxton.io/reference/countryapi_getpurposecodeinformation.md): By entering the country code and purpose code, this endpoint shows information about that purpose code. - [List all Beneficiaries.](https://dev.caxton.io/reference/beneficiaryapi_getbeneficiaries.md): This endpoint lists all the beneficiaries registered on the account. - [Creates a Beneficiary.](https://dev.caxton.io/reference/beneficiaryapi_addbeneficiaryv2.md): This endpoint creates two types of beneficiary accounts: 'Entities' or 'Individuals. When creating an Entity account, a value must be assigned to the 'Name' property. Additionally, when creating an Individual account, values must be assigned to the 'Salutation', 'FirstName' and 'LastName' properties. - [Checks for existing Beneficiaries.](https://dev.caxton.io/reference/beneficiaryapi_validatebeneficiary.md): This endpoint checks if a specific beneficiary is already created on the account. - [Retrieve bank information details.](https://dev.caxton.io/reference/beneficiaryapi_retrievebankdetails.md): This endpoint shows bank details such as, name of the bank, address, deposit currency, etc. - [List Beneficiary by Id](https://dev.caxton.io/reference/beneficiaryapi_getbeneficiarydetails.md): This endpoint returns a specific Beneficiary, when searching by their Id. - [Edit Beneficiary.](https://dev.caxton.io/reference/beneficiaryapi_updatebeneficiary.md): This endpoint is used to edit a beneficiary's details. Bank details cannot be changed however. - [Deletes Beneficiary.](https://dev.caxton.io/reference/beneficiaryapi_deletebeneficiary.md): This endpoint deletes beneficiaries. If there are money transfers made on the account however, the beneficiary cannot be deleted. - [Gets all beneficiaries by Currency Code.](https://dev.caxton.io/reference/beneficiaryapi_getbeneficiariesbycurrency.md): This endpoint returns a list of beneficiaries created under any given currency code. - [Lookup Pending Payments.](https://dev.caxton.io/reference/transferapi_getpendingtransfer.md): This endpoint shows all pending payments prior to being executed. - [Lookup Payment by Id.](https://dev.caxton.io/reference/transferapi_gettransfer.md): This endpoint shows all payments by their corresponding Id. - [Create a Payment.](https://dev.caxton.io/reference/transferapi_createtransfer-1.md): This endpoint creates a payment for a beneficiary. Payments can be set for specific amounts, currencies and dates when they should be paid out. - [List All Payments.](https://dev.caxton.io/reference/transferapi_gettransfers-1.md): This endpoint shows a list of all payments and their corresponding statuses. - [/api/payments](https://dev.caxton.io/reference/bulkpaymentapi_getuploads.md): This endpoint lists all the uploads created on the main account or subsidiary account. Uploads can be identified by their UploadRecordId, descriptions, DateUploaded and/or FileName. - [Create a Bulk Upload.](https://dev.caxton.io/reference/bulkpaymentapi_initiateupload.md): Using this endpoint, a bulk upload is created. A description for the upload, along with the ExternalSource file type are both required to successfully create an upload. Once created, an UploadRecordId is generated to identify the upload. - [Lists Bulk Upload by the Id.](https://dev.caxton.io/reference/bulkpaymentapi_getbulkpaymentuploaddetails.md): Call this endpoint to find a specific Bulk Upload created on the Main Account, or Sub-Account, using the UploadRecordId. - [Process or Cancel a Bulk Payment.](https://dev.caxton.io/reference/bulkpaymentapi_updateuploadstatus.md): Call this endpoint when a Bulk Payment file is ready to be submitted, or in case it needs to be cancelled after being uploaded. - [Upload a Bulk Payment file.](https://dev.caxton.io/reference/bulkpaymentapi_bulkpaymentupload.md): Bulk payment files are uploaded using this endpoint. - [Modify a Single Entry.](https://dev.caxton.io/reference/bulkpaymentapi_updaterecord.md): This endpoint enables changes to individual entries within the Bulk Payment file, meaning the amount, date, and/or reference fields can all be modified. - [Include or Exclude a Single Entry.](https://dev.caxton.io/reference/bulkpaymentapi_togglerecord.md): This endpoint uses a boolean value to include or exclude a specific record in the Bulk Payment file. - [List Cards.](https://dev.caxton.io/reference/currencycardapi_getallcards.md): This endpoint lists all Cards created within a specified Wallet, by providing the corresponding WalletId in the request. - [Lookup Card.](https://dev.caxton.io/reference/currencycardapi_getspecificcard.md): This endpoint retrieves a specific Card's details, when providing the corresponding CardId and WalletId where the Card is stored. - [View PIN.](https://dev.caxton.io/reference/currencycardapi_getcardpinnew.md): When a Card is activated, this endpoint shows the corresponding PIN number for that Card. A successful response returns a URL that can be opened via browser or iFrame, which shows an image of the PIN number. - [Activate Card - Step One.](https://dev.caxton.io/reference/currencycardapi_getpayauthactivationdetails.md): This endpoint issues a CardActivationToken, which expires after five minutes. A successful response, also returns the corresponding Index numbers to the digits on the Card which must be entered to activate the Card. E.g., If Index are set to 1,2,3,5. The Card holder must enter the first, second, third, fourth and fifth numbers on their Card to activate the Card. - [Activate Card - Step Two.](https://dev.caxton.io/reference/currencycardapi_payauthactivatecard.md): This endpoint activates the Card using the CardActivationToken, and by entering the missing Card digits as required. - [Block Card.](https://dev.caxton.io/reference/currencycardapi_blockcard.md): This endpoint blocks a specified Card. Once blocked, transactions are disabled and prevented from being carried out. - [Unblock Card.](https://dev.caxton.io/reference/currencycardapi_unblockcard.md): This endpoint unblocks a specified Card. Once unblocked, transactions are enabled to be carried out. - [Card Lost.](https://dev.caxton.io/reference/currencycardapi_lostcard.md): This endpoint marks a specified Card as Lost, and assigns it the corresponding 'Lost' status, to identify the Card as such. - [Card Stolen.](https://dev.caxton.io/reference/currencycardapi_stolencard.md): This endpoint marks a specified Card as Stolen, and assigns it the corresponding 'Stolen' status. - [Move a Card.](https://dev.caxton.io/reference/currencycardapi_movecard.md): This endpoint enables Cards to be moved to other Wallets within the Sub-Accounts. - [Create Card.](https://dev.caxton.io/reference/currencycardapi_ordercard.md): This endpoint takes the name, last name, dob, gender and email to create a Card successfully. Email is not a compulsory value and if not set, the Card can be activated but does not provide the Card Holder with platform access to view balance and recent transactions. Conversely, if the email value is set, the Card Holder receives an email upon activation with Sign-up details, that enables them to create an account and gain access to platform features. - [Assign a Card.](https://dev.caxton.io/reference/currencycardapi_assigncard.md): This endpoint enables Cards to be linked to a specific Corporate Card Holder. When the details are submitted successfully, the Card recipient is sent an email to their registered email address with instructions for creating an account that provides them with access to the CXTN platform. In doing so, they can view currency balances, recent transactions, etc. - [Activate Card by Owner.](https://dev.caxton.io/reference/currencycardapi_activatecardless.md): This endpoint works as an alternative activation process that enables account Owners to activate Cards without verifying the Card number first. - [Expense summary.](https://dev.caxton.io/reference/expensesapi_getexpensesummary.md): This endpoint provides a summary for expenses that are approved, rejected, submitted, or yet to be associated. - [Retrieve all expense categories.](https://dev.caxton.io/reference/expensesapi_getexpensetypes.md): This endpoint shows all the expense categories created. - [Submit expense.](https://dev.caxton.io/reference/expensesapi_submitexpense.md): This endpoint is used to submit expenses. Expenses are submitted by providing the WalletId, CardId, ExpenseTypeId and the corresponding TransactionId or AuthorisationNumber for the transaction. - [Retrieve expense details.](https://dev.caxton.io/reference/expensesapi_getexpensedetails.md): This endpoint retrieves all the details associated with any expense submitted. - [Update an expense.](https://dev.caxton.io/reference/expensesapi_updateexpenserecord.md): This endpoint updates the information for a selected expense. - [Remove expense.](https://dev.caxton.io/reference/expensesapi_removeexpenserecord.md): This endpoint removes a submitted expense. - [Submit a receipt.](https://dev.caxton.io/reference/expensesapi_uploadreceiptasync.md): This endpoint is used to submit receipts and associate them with their corresponding expense. - [Retrieve receipt information.](https://dev.caxton.io/reference/expensesapi_getreceiptinfo.md): This endpoint retrieves the corresponding receipt for the associated expense submitted. - [Remove receipt.](https://dev.caxton.io/reference/expensesapi_removeexpensereceipt.md): This endpoint removes an uploaded receipt. - [List Wallets.](https://dev.caxton.io/reference/multiwalletapi_getwallets.md): This endpoint lists all Wallets created on the account. - [Create Wallet.](https://dev.caxton.io/reference/multiwalletapi_createwallet.md): This endpoint creates a Wallet on the account. A successful response returns a WalletId, used to identify the Wallet created. - [Lookup Wallet by Name.](https://dev.caxton.io/reference/multiwalletapi_getwalletbyname.md): This endpoint retrieves Wallets created on the account by their assigned name. - [Lookup Wallet by the Id.](https://dev.caxton.io/reference/multiwalletapi_getwallet.md): This endpoint retrieves Wallets using their corresponding WalletId as a reference. - [Archive Wallet.](https://dev.caxton.io/reference/multiwalletapi_archivewallet.md): This endpoint archives a wallet. This can be done only if there are no balances remaining on the account, and zero active Cards. - [Rename Wallet.](https://dev.caxton.io/reference/multiwalletapi_renamewallet.md): This endpoint renames a wallet. This can be done only if the wallet name is unique. - [Retrieve the Balance for a Specific Wallet.](https://dev.caxton.io/reference/multiwalletapi_getwalletbalances.md): By using the corresponding WalletId, this endpoint displays the balance for any given Wallet. - [Exchange Currencies.](https://dev.caxton.io/reference/multiwalletapi_switchbalance.md): This endpoint enables currency exchanges for Wallet balances. Providing there are balances for the currencies requested, this endpoint executes a currency exchange within the Wallet. - [Retrieve a Specific Currency Balance.](https://dev.caxton.io/reference/multiwalletapi_getwalletbalancespecific.md): This endpoint returns retrieves a specific currency inside a Wallet. - [Display the Wallet Balances in a Single Currency.](https://dev.caxton.io/reference/multiwalletapi_getwalletbalanceequivalent.md): This endpoint combines all available balances in the Wallet into a currency equivalent. By adding all the balances together, and selecting a specific currency, the total balance can be displayed in a currency of choice. - [Retrieve Wallet Fund Requests by date.](https://dev.caxton.io/reference/multiwalletapi_getloadhistory.md): This endpoint retrieves fund requests made to a particular Wallet, by specifying the WalletId, and date range values. - [Toggle Purchase Restrictions.](https://dev.caxton.io/reference/multiwalletapi_togglelockbalance.md): This endpoint enables users to toggle between, restricting purchases when there are no more funds in a particular currency balance, and enabling purchases to be carried out by drawing funds from an alternative currency balance on the Wallet, when the currency the purchase is being made in has no funds available. - [Transfer All Wallet Balances to the Main Balance.](https://dev.caxton.io/reference/multiwalletapi_redeemallbalance.md): This endpoint enables all Wallet balances to be transferred to the main account balance. - [Transfer a Specific Wallet Balance to the Main Balance.](https://dev.caxton.io/reference/multiwalletapi_redeemwalletbalance.md): This endpoint enables a specific Wallet balance to be transferred to the main account balance. - [Lookup Wallet Transactions by Default WalletId.](https://dev.caxton.io/reference/transactionhistoryapi_getwallettransaction.md): Gets the wallet transaction. - [List Recent Wallet Transactions.](https://dev.caxton.io/reference/transactionhistoryapi_getrecentwallettransaction.md): Gets the recent wallet transaction. - [Lookup Wallet Transactions by WalletId.](https://dev.caxton.io/reference/transactionhistoryapi_getwallettransactionbywalletid.md): This endpoint shows all transactions made with a particular Wallet, by searching the corresponding WalletId and date range. Authorised and/or Settled can be shown, as specified. - [Lookup Wallet Transactions by WalletId.](https://dev.caxton.io/reference/transactionhistoryapi_getrecentwallettransactionbywalletid.md): This endpoint shows all transactions made with a particular Wallet, by searching the corresponding WalletId and date range. Authorised and/or Settled can be shown, as specified. - [Lookup Card Transactions by CardId and WalletId.](https://dev.caxton.io/reference/transactionhistoryapi_getwalletcardtransaction.md): This endpoint shows all transactions made with a particular Card, by searching the CardId, corresponding WalletId, and date range. Authorised and/or Settled can be shown, as specified. - [Lookup Recent Card Transactions.](https://dev.caxton.io/reference/transactionhistoryapi_getrecentwalletcardtransaction.md): This endpoint shows a specified number of transactions based on a date range. E.g., if the criteria is set to four and the date range is set to 2024/09/01 to 2024/09/03, the endpoint lists the four most recent transactions for the 3-day range given. Authorised and/or Settled can be shown, as specified. - [Lookup Card Transactions by CardId and Currency.](https://dev.caxton.io/reference/transactionhistoryapi_getrecentwalletcardtransactionbycurrency-1.md): This endpoint shows a specified number of transactions made on a specified date range, with a particular Card, by searching the corresponding CardId and currency code. E.g., if the criteria is set to four and the date range is set to 2024/09/01 to 2024/09/03 and the currency code is EUR, the response shows the four most recent transactions in EUR for the 3-day range given. Authorised and/or Settled can be shown, as specified. - [Lookup Wallet Transactions by WalletId and Currency.](https://dev.caxton.io/reference/transactionhistoryapi_getrecentwallettransactionbywalletidandcurrency-1.md): This endpoint shows a specified number of transactions made on a specified date range, with a particular Wallet, by searching the corresponding WalletId and currency code. E.g., if the criteria is set to four and the date range is set to 2024/09/01 to 2024/09/03 and the currency code is EUR, the response shows the four most recent transactions in EUR for the 3-day range given. Authorised and/or Settled can be shown, as specified. - [Enable Webhooks.](https://dev.caxton.io/reference/webhookapi_activatewebhooks.md): This endpoint enables webhooks for the API account - [Disable Webhooks.](https://dev.caxton.io/reference/webhookapi_disablewebhooks.md): This endpoint disables webhooks for the API account - [Retrieve All Webhook Endpoints.](https://dev.caxton.io/reference/webhookapi_getendpoints.md): This endpoint retrieves all webhook Event Types configured for delivery, or pending setup. - [Edit Webhook Endpoint.](https://dev.caxton.io/reference/webhookapi_updateendpointurl.md): This endpoint updates the URL for a configured Event Type. - [Create Webhook Endpoint.](https://dev.caxton.io/reference/webhookapi_createendpoint.md): This endpoint enables webhooks to be redirected to the corresponding destination URL - for the designated Event Type. - [Toggle Webhook Endpoint.](https://dev.caxton.io/reference/webhookapi_updateendpointstatus.md): This endpoint enables a webhook status to be set to active, inactive or paused - for a specific Event Type. ## Recipes - [Activate a Card - Step 1](https://dev.caxton.io/recipes/activate-a-card-step-1.md) - [Activate a Card - Step 2](https://dev.caxton.io/recipes/activate-a-card-step-2.md) - [Block a Card](https://dev.caxton.io/recipes/block-a-card.md) - [Card Stolen](https://dev.caxton.io/recipes/card-stolen.md) - [Create a Beneficiary - Entity](https://dev.caxton.io/recipes/create-a-beneficiary-entity.md) - [Create a Beneficiary - Individual](https://dev.caxton.io/recipes/create-a-beneficiary-individual.md) - [Create a Bulk Payment File - Step 1](https://dev.caxton.io/recipes/create-a-bulk-payment-file-step-1.md) - [Create a Card](https://dev.caxton.io/recipes/create-a-card.md) - [Create a Wallet](https://dev.caxton.io/recipes/create-a-wallet.md) - [Fund Wallet via Main Currency](https://dev.caxton.io/recipes/fund-wallet-via-main-currency.md) - [Obtain Access Keys](https://dev.caxton.io/recipes/obtain-access-keys.md) - [Process Wallet Fund Request for Main Balance or Quote](https://dev.caxton.io/recipes/process-wallet-fund-request-for-main-balance-or-quote.md) - [Retrieve Card Holder Details](https://dev.caxton.io/recipes/retrieve-card-holder-details.md) - [Search Card Transactions](https://dev.caxton.io/recipes/search-card-transactions.md) - [Submit or Cancel a Bulk Upload File - Step 3](https://dev.caxton.io/recipes/submit-or-cancel-a-bulk-upload-file-step-3.md) - [Unblock a Card](https://dev.caxton.io/recipes/unblock-a-card.md) - [Upoad a Bulk Payment - Step 2](https://dev.caxton.io/recipes/upoad-a-bulk-payment-step-2.md) - [View PIN](https://dev.caxton.io/recipes/view-pin.md)