Conta Simples API
Developer portal for integrating with Conta Simples
What is the Conta Simples API
The Conta Simples API is the integration interface for Conta Simples. Through it, partners and external systems connect to our platform securely, in a standardized and scalable way.
With the Conta Simples API you can:
- List and create categories for the company — list categories with linked merchants and type, or create a custom category with a unique name per company
- Query bank statements — list bank transactions with filters by period, account, category, cost center, status, and amount
- Query card transactions and reconcile them with your systems
- Manage corporate cards — list, block, and unblock physical and virtual cards
- List company users — with email filter and cursor-based pagination
- List user invites — pending, expired, or deleted, with filters by status and role
- Invite users to the company — send email invites with a defined role
- List company roles — roles with permissions (claims), profile, and linked user counts
- Remove users from the company — by user ID
- Download receipts and documents attached to transactions
- Automate financial workflows for your business
Who it is for
Businesses and partners
Companies that issue corporate cards or need to integrate financial flows.
Developers
Engineering teams that build integrations with Conta Simples.
Fintechs and platforms
Platforms that combine payments, cards, and financial management.
Operations and compliance
Teams that need to ensure compliance and monitoring.
Where to start
Follow this recommended journey to integrate with the Conta Simples API:
Quickstart — your first call
Set up credentials, get a token, and run your first transaction query in 5 minutes.
Understand the full flow
Read the recommended integration flow, step by step, from Sandbox to Production.
Apply best practices
Pagination, retries, and error handling patterns for a robust integration.
Open the API Reference
Use the technical endpoint reference for parameters, schemas, and examples.
API principles
We follow standard REST conventions. Resources are nouns, HTTP verbs represent actions, and responses follow consistent structures.
Token-based authentication and HTTPS-only communication.
The API is versioned for stability. Breaking changes are announced in advance and documented in the changelog.
Quick access
Quickstart
Set up and make your first call in 5 minutes.
Authentication
OAuth 2.0 Client Credentials (api_key + api_secret via Basic) and token refresh.
Integration flow
Step by step from Sandbox to Production.
Best practices
Pagination, retry, and error handling.
API Reference
Technical reference for all endpoints.
Data dictionary
Entities, fields, and enumerations.
Questions? See the support guide for how to contact the technical team.
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