Lean Technologies

Lean Insights API

Derived analytics over an entity's transaction history — income detection, expense categorisation, and cashflow summaries — for underwriting, affordability, and BFM use cases.

Lean Insights API is one of 11 APIs that Lean Technologies publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

This API exposes 3 machine-runnable capabilities that can be deployed as REST, MCP, or Agent Skill surfaces via Naftiko.

Tagged areas include Open Banking, Insights, Income, Expenses, and Cashflows. The published artifact set on APIs.io includes API documentation, an OpenAPI specification, and 3 Naftiko capability specs.

GitHub OpenAPI

Documentation

📖
Documentation
https://docs.leantech.me/reference/insights

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/lean-tech/refs/heads/main/openapi/lean-insights-api-openapi.yml

Other Resources

🔗
NaftikoCapability
https://raw.githubusercontent.com/api-evangelist/lean-tech/refs/heads/main/capabilities/insights-income.yaml
🔗
NaftikoCapability
https://raw.githubusercontent.com/api-evangelist/lean-tech/refs/heads/main/capabilities/insights-expenses.yaml
🔗
NaftikoCapability
https://raw.githubusercontent.com/api-evangelist/lean-tech/refs/heads/main/capabilities/insights-cashflows.yaml

OpenAPI Specification

lean-insights-api-openapi.yml Raw ↑ 
openapi: 3.1.0
info:
  title: Lean Insights API
  description: >
    Derived analytics over an entity's transaction history. Income detection,
    expense categorisation, and cashflow summaries used for underwriting,
    affordability, and personal financial management use cases.
  version: '2.0'
  contact:
    name: Lean Support
    url: https://help.leantech.me
servers:
  - url: https://api2.leantech.me
    description: Production
security:
  - BearerAuth: []
tags:
  - name: Insights
paths:
  /insights/v2/income:
    post:
      summary: Lean Compute Income
      operationId: computeIncome
      tags: [Insights]
      parameters:
        - $ref: '#/components/parameters/EntityIdHeader'
      requestBody:
        required: false
        content:
          application/json:
            schema:
              type: object
              properties:
                start_date:
                  type: string
                  format: date
                end_date:
                  type: string
                  format: date
      responses:
        '200':
          description: Income analysis
  /insights/v2/expenses:
    get:
      summary: Lean Get Expenses
      operationId: getExpenses
      tags: [Insights]
      parameters:
        - $ref: '#/components/parameters/EntityIdHeader'
      responses:
        '200':
          description: Expenses analysis
  /insights/v2/assets/cashflows:
    get:
      summary: Lean Get Cashflows
      operationId: getCashflows
      tags: [Insights]
      parameters:
        - $ref: '#/components/parameters/EntityIdHeader'
      responses:
        '200':
          description: Cashflows analysis
components:
  parameters:
    EntityIdHeader:
      name: entity_id
      in: header
      required: true
      schema:
        type: string
        format: uuid
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT