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Documentation Index

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An Institution is a catalog record for a bank or banking platform Waycore already recognizes. It is not required to start onboarding a bank, and it is not a live connection. Use the institutions endpoints to discover the correct institutionId when a bank is already in the catalog.
A bank does not need to appear in /v1/institutions before you can start onboarding it. If it is not listed, create the connection with entityId plus portalUrl; Waycore returns a setup-stage connection and delegated-user instructions while support is added.

Institution vs connection

ObjectWhat it represents
InstitutionA bank record in Waycore’s public catalog, used when one is available.
ConnectionA live, entity-owned integration created with either an institutionId or a bank portalUrl, after delegated-user setup and activation.
In other words: institutions are a convenience for known banks, not a prerequisite for onboarding a new one.

Connection input paths

Input pathWhen to use it
entityId plus institutionIdUse when the bank appears in GET /v1/institutions.
entityId plus portalUrlUse when the bank is not listed yet, or when you are starting from a bank portal URL.
For catalog records, call GET /v1/institutions, search by institution name, identifier, portal URL, or portal domain, then use the returned institutionId in POST /v1/connections. For banks that are not listed, use the HTTPS bank portalUrl directly in POST /v1/connections.

Key fields

  • institutionId — Stable Waycore identifier used when creating connections.
  • name — Display name for the bank or banking platform.
  • canonicalPortalUrl — Default HTTPS portal URL for the institution.
  • additionalPortalUrls — Other known HTTPS portal URLs that can be supplied when creating a connection.
  • alternativeNames — Other names by which the institution is commonly known.
  • logoUrl — URL of the institution’s logo, when available.
  • setupGuideUrl — Link to Waycore’s user-facing setup guide for this institution.
  • statuslive if the institution is fully supported, or pending if it is in the catalog but not yet available for new connections.

Searching

GET /v1/institutions supports a query parameter for name, identifier, portal URL, or portal domain search. Results are cursor-paginated, so you can browse the full catalog or power a searchable picker in your product. Use institutionId when a catalog record fits the bank. Use portalUrl directly in the connection create call when the bank is unsupported, newly requested, or better identified by a specific portal URL.

Endpoints

List institutions

Get institution

Create connection

Required scopes

ScopeUsed by
connections:readList, get
connections:writeCreate a connection with the selected institution or portal URL