Get started with Moneymade connect

If you are using Node.js, you may install npm package @moneymade/connect to use sdk helpers:

npm install @moneymade/connect

or with yarn

yarn add @moneymade/connect

info

See usage example here

REST API links

If you are using something else, you need to use REST api.

See fundamental info about connect flow.

To finish ouath flow, you need to send us POST request with user authorization data. See swagger REST API docs about this request for full example.

Data interchange strategies

There are two strategies to interchange balances data.

1. Moneymade pulling (in development): moneymade server pulls user balances and transactions across your API via access token (you need provide this token in finish oauth request)

2. Moneymade pushing: your server pushes balances and transaction to our API across these endpoints:

   • balances
   • transactions

   Each request in this section requires moneymade userId (received in querystring from moneymade).

note

You need to store moneymade userId in your database, and send it in request body if you prefered pushing strategy.

If it isn't possible, you may use the following hook:
  a) Send internal user id as access token while finish oauth request.
  b) Use internal id as userId for each request in section about data pushing.

Environments

Moneymade connect has two environments:

• development
• production

You need to choose environment, if you use REST API. To acheeve this, you should use folowing domains for different environments:

• production - https://connect.moneymade.io (e.g: https://connect.moneymade.io/connect/balance - full url to push balances in prod)
• development - https://development.connect.moneymade.io (e.g: https://development.connect.moneymade.io/connect/balance - full url to push balances in dev)

Notice: API secrets are different for each environment. If you are experiencing troubles with signature validation, make sure you are using correct keys for your environment.