Changelog

Summary

FDX API v6 (Beta)

What’s new?

We’ve added support for the Financial Data Exchange (FDX) v6.3 standard, providing authorized financial data aggregators with read-only access to bank account data.

The FDX API includes 7 endpoints organized around deposit accounts:

• Accounts — List accounts, get account details, and get account contact information
• Statements — List statements and download statement documents (PDF, CSV, BAI2)
• Customers — List organization identity associated with an account
• Transactions — List transaction history with pagination and date filtering

Authentication uses OAuth 2.0 Authorization Code flow with IP whitelisting. To request FDX API credentials, contact us at support@givechariot.com.

Summary

DAFpay Donor Accounts (Beta)

What’s new?

We’ve introduced DAFpay Donor Accounts — a new identity-based DAFpay flow designed for Donor Advised Fund providers integrating with DAFpay.

Donors authenticate with their DAFpay Identity (email-verified, DAFpay-managed) and submit Grant Requests. DAFs use new Chariot APIs to verify the donor and decision Grant Requests. Two flows are supported on the same data model:

1. Donor-Initiated Verification — DAFpay emails a one-time code to the donor after they submit a Grant Request; the donor relays it to the DAF; the DAF calls a single API to verify and approve the Donor Account.
2. DAF-Initiated Setup — DAF creates a Donor Account and Authorization Token in advance via their portal; donor enters the code into DAFpay during profile setup, auto-approving their account.

New APIs

• Donor Accounts — create, list, get, update, disable, enable.
• Authorization Tokens — create, list, get, revoke, verify.
• Giving Pools — list, get.
• Grant Requests — list, get, submit, reject (DAF decisioning on Grant Requests).

New webhook events

• donor_account.created, donor_account.updated
• authorization_token.created, authorization_token.updated
• grant_request.created, grant_request.updated

New guides

• Donor Accounts overview
• Donor-Initiated Verification
• DAF-Initiated Setup
• Grants Lifecycle

Availability

Donor Accounts are currently in beta and are available as part of a pilot program with a handful of design partners. If you’re a DAF provider and interested in integrating with DAFpay this way, please reach out to contact@givechariot.com.

Summary

Gift Processing APIs (Beta)

What’s new?

We’ve added new Guides and APIs to make it easier for nonprofits to automate and streamline their gift processing.

These new APIs are currently in beta and are available as part of a pilot program with a handful of design partners. If you’re interested in trying them out, please reach out to us at contact@givechariot.com to get on the waitlist!

Summary

Header API Key In List Grant APIs

What’s new?

We’ve remove the x-chariot-api-key header from the List Grants API as a requirement. In the past, this header was used to filter the list of grants by a specific Connect. This is no longer necessary as the connect_id query parameter can be used for this purpose instead. Additionally, for those who have multiple Connects, omitting the connect_id query parameter will return the grants for all of your Connects.

Summary

Grantmaking Disbursement APIs (Beta)

What’s new?

We’ve added new Guides and APIs to make it easier for grantmaking platforms to disburse payments to nonprofits.

These new APIs are currently in beta and are available as part of a pilot program with a handful of design partners. If you’re interested in trying them out, please reach out to us at contact@givechariot.com to get on the waitlist!

Summary

Authentication Update: Transition from OAuth 2.0 to API Keys

What’s new?

We’ve updated our authentication method from OAuth 2.0 to API Keys. This change simplifies the integration process by eliminating the need to manage token expiration and refresh cycles. With API Keys, you can authenticate requests more straightforwardly, reducing the complexity of maintaining session states.

Summary

New Documentation Site!

What’s new?

We’ve launched a new documentation site thanks to our friends at Fern!