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Envestnet Yodlee API

Envestnet | Yodlee · Envestnet · Account aggregation · www.yodlee.com

Not found Last checked Oct 17, 2026

Envestnet Yodlee publishes a public REST API reference and an OpenAPI 2.0 spec on GitHub, with endpoints for accounts, transactions and holdings. Some services are testable only in a dedicated environment after a contract is signed, and no rate limits are published on the pages read.

Developer surface

Open any row to see the page it came from, the exact words on that page and when we checked. "Not found" means we looked on the public pages listed in the note and the fact wasn't there.

API access Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
Not established. The API reference is public and developer.yodlee.com has a public 'Create Your Account' form (not submitted), but no page read says what an account grants or how production keys are issued. The only quotes about access say some services are not available in the developer sandbox and are testable in a dedicated environment 'once the contract is signed'. They do not show that keys need approval. The access value here only follows the site's convention for a fact that was not found; it is not a finding that no API exists.
Developer docs developer.yodlee.com
Checked on the source's own page · Oct 17, 2026
“This file describes the Yodlee Platform APIs using the swagger notation.”
Source
https://developer.yodlee.com/products/yodlee/core-apis/docs/api-reference#yodlee-coreapis-verification-post
Checked
Oct 17, 2026
API style REST
Checked on the source's own page · Oct 17, 2026
“The master branch contains the latest release of the OpenAPI specification for the Envestnet | Yodlee V1.1 APIs.”
Source
https://github.com/Yodlee/OpenAPI
Checked
Oct 17, 2026
Note
Described by a Swagger/OpenAPI 2.0 spec; endpoints are HTTP paths such as /auth/token.
Authentication API key
Checked on the source's own page · Oct 17, 2026
“This endpoint is used to generate an API key.”
Source
https://developer.yodlee.com/products/yodlee/core-apis/docs/api-reference#yodlee-coreapis-verification-post
Checked
Oct 17, 2026
Note
Reference also documents POST /auth/token ('Generate Access Token using client credential authentication') and JWT tokens built from an API key ID and RSA key. Every call carries an Authorization header holding an access token.
How to get access Create a developer account on developer.yodlee.com; some services are testable only in a dedicated environment once a contract is signed.
Checked on the source's own page · Oct 17, 2026
“Create Your Account”
Source
https://developer.yodlee.com/user/register
Checked
Oct 17, 2026
Note
Contract wording is from the API reference: 'once the contract is signed'.
Sandbox Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
The API reference mentions a 'developer sandbox environment' (for example: 'This service is not available in developer sandbox environment') but no page read says how to get sandbox access or for how long.
Rate limits Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No rate limits found in the API reference, the product pages or the OpenAPI GitHub README.
Webhooks Yes
Checked on the source's own page · Oct 17, 2026
“Customers can subscribe to REFRESH,DATA_UPDATES and AUTO_REFRESH_UPDATES event.”
Source
https://developer.yodlee.com/products/yodlee/core-apis/docs/api-reference#yodlee-coreapis-verification-post
Checked
Oct 17, 2026
Note
Subscribe Event service; availability in the developer sandbox is limited per the reference.
SDKs generated from OpenAPI spec (Python, Java, JavaScript, PHP and others)
Checked on the source's own page · Oct 17, 2026
“You can generate a client SDK for Python, Java, JavaScript, PHP, or other languages”
Source
https://developer.yodlee.com/products/yodlee/core-apis/docs/api-reference#yodlee-coreapis-verification-post
Checked
Oct 17, 2026
Note
No prebuilt SDK packages found; the README describes generating clients from the spec.
OpenAPI spec Published
Checked on the source's own page · Oct 17, 2026
“We distribute the spec in YAML format. The information conforms to OpenAPI Specification version 2.0 for Yodlee V1.1 APIs.”
Source
https://github.com/Yodlee/OpenAPI
Checked
Oct 17, 2026
Note
https://github.com/Yodlee/OpenAPI (swagger.yaml, MIT license).
Partner program Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No partner program page found on developer.yodlee.com pages read. The Account Aggregation page cites '1400+ PARTNERS' without a program page.
Public integration list Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No public list of integrations or connected institutions found on the pages read.
Ways to connect Native API
Checked on the source's own page · Oct 17, 2026
“The get user data service is used to get a user's modified data for a particular period of time for accounts, transactions, holdings, and provider account information.”
Source
https://developer.yodlee.com/products/yodlee/core-apis/docs/api-reference#yodlee-coreapis-verification-post
Checked
Oct 17, 2026

MCP servers and AI connectors

None recorded. We found no MCP server or AI connector for Envestnet Yodlee on the public pages we checked. See all MCP servers.

What the docs don't say

Changes

No changes recorded since this record was first published (Oct 17, 2026). Changes show up here and in the changelog.

Other account aggregation providers

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