canonical: https://jentic.com/apis/swaggerhub.visanetperu/api-financial-summary

# Visanetperu API Financial Summary

**API Financial Summary** *Version 1.0* - financial transactions. The API exposes 2 endpoints secured with apiKey authentication.

## For AI agents

Programmatically insert data of client, query financial summary items for specified business. Covers 2 operations with apiKey authentication.

## Scope

Does not handle communications, crm, or developer tools - use for payments only.

## Capabilities

- insert data of client
- Query financial summary items for specified business
- Integrate API Financial Summary into automated workflows
- Query and filter API Financial Summary records by parameters
- Monitor API Financial Summary operational status and events

## Use cases

### Payments Operations

Use the API Financial Summary to perform payments operations programmatically. The API provides 2 endpoints covering core functionality including insert data of client, query financial summary items for specified business.

Example prompt: Call POST /conditionsandterms to insert data of client

### Data Retrieval and Monitoring

Query API Financial Summary resources on a schedule to track changes, generate alerts, or feed downstream dashboards. Agents poll relevant endpoints, compare against previous state, and trigger actions when thresholds are crossed.

Example prompt: Poll the primary API Financial Summary endpoint, compare response to last known state, and alert if changed

### AI Agent Integration via Jentic

AI agents discover and call API Financial Summary endpoints through Jentic without managing credentials directly. An agent searches for the required operation by intent, receives the matching endpoint schema, and executes the call with Jentic-managed authentication. This eliminates the need to read API documentation or handle apiKey tokens manually.

Example prompt: Search Jentic for 'insert data of client', load the operation schema, and execute with Jentic-managed credentials

## Key endpoints

| Method | Path | Description |
| --- | --- | --- |
| POST | /conditionsandterms | insert data of client |
| POST | /query/summary | Query financial summary items for specified business |

## Key resources

- **Financial API** — RESTful API for Visanet Financial operations
- **Accept conditions and terms** — Operations related to Accept conditions and terms

## Why Jentic

- **Setup:** Wiring the API Financial Summary by hand means obtaining an access token from Niubiz api.security, passing it in the Authorization header, and coding its terms and summary-query calls against its vnforapps.com host yourself. Through Jentic you install once, import the API Financial Summary from the API Directory, store the key once, and your agent calls it.
- **Permission scoping:** The API Financial Summary carries its inputs in the request body, not as a resource in the URL path, so limit the agent to the operations it needs, such as querying a financial summary with POST /query/summary. You choose the operations it may call, so posting conditions and terms with POST /conditionsandterms is not included unless you add it.
- **Credential handling:** Your Niubiz access token is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.
- **Discovery method:** Agents search Jentic by intent such as 'query a financial summary for a client', and Jentic returns the matching API Financial Summary operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

## Related APIs

- **Stripe** — Alternative payments API
- **Adyen** — Alternative payments API
- **Square** — Complementary payments API
- **Paypal** — Complementary payments API

## FAQ

### What authentication does the API Financial Summary use?

The API Financial Summary uses an API key passed in the `Authorization` header. Through Jentic, these credentials are stored encrypted in your Jentic One instance and injected at execution time, so raw secrets never enter the agent context.

### Can I insert data of client with the API Financial Summary?

Yes. Use the POST /conditionsandterms endpoint. The API returns structured JSON responses that agents can parse and act on directly.

### What are the rate limits for the API Financial Summary?

Rate limits are not specified in the OpenAPI spec. Check the vendor documentation for current limits. Through Jentic, rate limiting is handled automatically with retry logic built into the execution layer.

### How do I insert data of client through Jentic?

Install the Jentic SDK with pip install jentic, authenticate through Jentic One, the self-hosted execution layer, then search for 'insert data of client'. Jentic returns the matching API Financial Summary operation with its input schema. Load the schema and execute the call - credentials are injected automatically.

### How many endpoints does the API Financial Summary have?

The API Financial Summary exposes 2 endpoints covering financial API, accept conditions and terms operations.

### Can I limit what my agent is allowed to do with the API Financial Summary?

Yes. Jentic One is self-hosted by you, so your own rules decide which operations the agent may call and which credentials it may use. Because the API Financial Summary carries its inputs in the request body rather than as a path resource, you can grant the agent only POST /query/summary to read a financial summary and keep POST /conditionsandterms out of reach unless you explicitly add it. The stored Niubiz access token is injected at execution time and never enters the agent's prompt or logs.