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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

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🎮 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.

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🧰 Playground Resources

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🔌 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.

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👥 Client Onboarding Guides

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💼 Account Management Guides

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🔄 Verification and Transaction Guides

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🧪 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.

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🔍 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

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🔗 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

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📚 Integration Resources

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⭐ Best Practices

  1. Start Simple: Begin with basic flows before moving to complex scenarios
  2. Test Thoroughly: Test all error cases and edge conditions
  3. Implement Security: Follow security best practices for authentication and data handling
  4. Monitor Performance: Track API performance and optimize as needed
  5. Stay Updated: Keep up with API updates and new features