n8n-investec-private banking

This is an n8n community node. It lets you interact with your Investec Private banking account via their Programmable Banking API

To learn more about Investec Programmable banking visit https://developer.investec.com/za/home

n8n is a fair-code licensed workflow automation platform.

Installation
Operations Credentials Compatibility Usage Resources Version history Development Running Locally Contributing License

Installation

Follow the installation guide in the n8n community nodes documentation.

Operations

Auth Actions

1. Get access token

Accounts Actions

1. List all accounts
2. Get account balance
3. Get account transactions
4. Get account pending transactions

Profile Actions

1. List all profiles consented to
2. List all profile accounts
3. List authorisation setup details
4. List all available beneficiaries

Transfer Actions

1. Inter account transfers

Document Actions

1. List all documents
2. Retreive document

Beneficiary Actions

1. List of beneficiaries
2. List of beneficiary categories
3. Pay multiple beneficiaries

Credentials

The API uses OAuth2 for authentication and all operations require Bearer token authentication. To assist with this there is a Investec Private Banking Auth node.

To use the node, add it to your workflow and setup a new credential.

Enter your Client ID, Client Secret and API key obtained from the Investec Portal

NOTE: Nodes do not refresh an expired token. You will need to do this manually in your workflows

Compatibility

Developed and tested using n8n version 1.111.0

Usage

Basic requirements for using the nodes is that you need to first get an access token using the Auth node. After that the token can be passed to the other nodes to execute different operations

Resources

• n8n community nodes documentation
• Programmable Banking API

Version history

v.1.0.0: First release includes all the operations avaialable on the API

Development

You need the following installed on your development machine:

• git
• Node.js and npm. Minimum version Node 20. You can find instructions on how to install both using nvm (Node Version Manager) for Linux, Mac, and WSL here. For Windows users, refer to Microsoft's guide to Install NodeJS on Windows.
• Install n8n with:

  npm install n8n -g

• Recommended: follow n8n's guide to set up your development environment.

Running locally

First install all the requirement for local development.

To build run

npm run build
npm link

Then to test locally

cd ~/.n8n/custom
npm link n8n-nodes-investec-private-banking
n8n start

Contributing

• 🐛 Report Bugs: Open an issue with detailed bug reports
• 💡 Feature Requests: Suggest new features or improvements
• 📝 Documentation: Help improve our docs and code comments
• 🔧 Code Contributions: Submit pull requests for bug fixes or features

TODO

• Templates for contributing
• To make your custom node available to the community, you must create it as an npm package, and submit it to the npm registry.
• If you would like your node to be available on n8n cloud you can also submit your node for verification.

License

MIT

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