Pay and refinance consumer loans and credit cards through one API. Your client pastes their Method Financial key once, and your agent or your code works with their access.
Banking and investing
About Method Financial
Through Operate As, your agent, n8n workflow or code works in Method Financial with your client's own access. Your client pastes their API key from Method Financial once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Method Financial's API through the request tool, with the client's access attached.
Common uses in Banking and investing
Pull balances and transactions into a report
Match payments to invoices
Flag unusual activity
Method Financial
Method Financial · Banking and investing
API key
Pay and refinance consumer loans and credit cards through one API
The client pastes their API key from Method Financial's settings. We store it encrypted.
Tested against Method Financial's live API.
Building with Method Financial? The docs have setup steps and code for every tool.
Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.