API Flows Overview
Comprehensive guide to FinHub API flows and integration processes
API Flows Overview
This guide provides a comprehensive overview of the various API flows available in the FinHub platform, covering both playground exploration and production integration processes.
- We recommend you to read documentation first. If you prefer jump into the deep 🤼♂️🌊
1. 🔑 Authenticate
Obtain an access token using the sandbox token endpoint
2. 📝 Register Client
Register a new client in the sandbox
3. ✅ Verify Client
Complete KYC verification for the client
4. 💳 Add Account
Open a new account for the verified client
5. 💸 Create Order
Create and process a financial order
6. 📈 Get Transactions
Retrieve and analyze transaction history
🎮 Playground Flows
The playground environment allows you to explore and test the FinHub APIs in a safe sandbox environment. Follow these typical sequences to get familiar with the platform capabilities.
🧰 Playground Resources
- Playground Introduction - Get started with the FinHub API playground
- Sandbox Configuration - Set up your sandbox environment
- Authentication - Learn about the sandbox authentication process
🔌 Integration Guides
Once you’re familiar with the APIs in the playground, you can begin the integration process for your production environment. The following guides provide detailed instructions for implementing various FinHub capabilities.
👥 Client Onboarding Guides
💼 Account Management Guides
🔄 Verification and Transaction Guides
🧪 Capabilities Testing and Integration
Testing and integrating specific capabilities is a critical part of the implementation process. These resources will help you test and integrate FinHub capabilities into your systems.
🔍 Capabilities Testing
- Authentication Testing - Verify your authentication implementation works correctly
- KYC Verification Testing - Test client verification processes
- Account Management Testing - Validate account creation and management
- Transaction Processing Testing - Ensure transaction flows work as expected
- Webhook Integration Testing - Verify your systems receive and process webhooks correctly
🔗 Capabilities Integration
- Authentication Integration - Implement secure authentication in your systems
- KYC Verification Integration - Integrate client verification processes
- Account Management Integration - Build account creation and management features
- Transaction Processing Integration - Implement transaction processing capabilities
- Webhook Handlers Integration - Develop webhook handlers for real-time updates
📚 Integration Resources
- Integration Process Overview - Understand the integration process
- API Reference - Complete API reference documentation
- Go-Live Procedure - Steps to go live with your integration
⭐ Best Practices
- Start Simple: Begin with basic flows before moving to complex scenarios
- Test Thoroughly: Test all error cases and edge conditions
- Implement Security: Follow security best practices for authentication and data handling
- Monitor Performance: Track API performance and optimize as needed
- Stay Updated: Keep up with API updates and new features