Which host the samples use. Step-by-step tutorials — Quick Start, the
Finance API walkthrough and
Getting started — use the staging hosts so you can run them as-is.
Concept guides and endpoint references use the production hosts. Swap the host for the environment you
are targeting; nothing else in the request changes.
Authentication
Both the Fundflow API and Finance API use the same OAuth2 token endpoint:
Request (
application/x-www-form-urlencoded):
Tokens are valid for 5 minutes (300 seconds). See the Authentication guide for refresh patterns.
Fundflow API
Key Fundflow endpoints
Finance API
Key Finance endpoints
Relevant Finance API endpoints accept an
idempotencyKey field in the request body to prevent duplicate operations on retry. Supply a unique UUID for every new request.
