Developer integration coverage

Find the implementation guide, contract-derived code recipe and API Reference for every public operation.

Start with Build your integration, then Implement a backend client. This map connects every external integration operation in the current API to its integration guide and code recipe.

Recipes contain source examples and documented response statuses; they do not prove a live deployment supports every capability. Read Limitations, especially for dashboard and reserve data, policy simulation, machine authentication and automation execution outcomes. Use only the areas your integration needs; administrator operations are not prerequisites for every token operation.

Guided walkthroughs

Start with Connect and read a balance, then browse Recipes for provisioning, token operations, webhooks, approvals and recovery. Every walkthrough includes JavaScript and Python.

How to use the examples

  1. Read the linked guide for prerequisites, responsibilities and lifecycle behaviour.
  2. Open the code recipe for the method, required parameters, source request example and a potential response.
  3. Follow the API Reference link for every schema field, alternative example and error response. Try It remains available there.
  4. Replace example identifiers with your own environment's values, then track asynchronous outcomes separately from acceptance.

Examples are regenerated from the external-integration projection of api/openapi.yaml during publishing. Quant platform provisioning, global SYSTEM-template writes and the separate institution-identifier product are excluded; customer team administration and tenant-owned templates remain included. Existing guide prose remains reviewed content. A new API area must be mapped to an integration guide before publication can pass.

Audit events

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
GET /api/audit/eventsList audit eventssearch
GET /api/audit/events/exportExport the filtered audit events as CSVexport
GET /api/audit/events/{eventId}Read one audit event in fullgetById

Auth

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
POST /api/auth/loginSign inlogin
POST /api/auth/refreshRefresh the access tokenrefresh
POST /api/auth/new-passwordSet your first passwordcompleteNewPassword
POST /api/auth/activateActivate an invited account in one callactivate

Machine clients

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
POST /api/auth/m2m-secret/{token}Reveal client secret (one time only)revealM2mSecret

Team members

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
POST /api/tenants/{id}/usersInvite a membercreateTenantUser
GET /api/tenants/{id}/usersList team memberslistTeamMembers
DELETE /api/tenants/{id}/users/USERIDRemove a team memberremoveTeamMember
PATCH /api/tenants/{id}/users/USERID/roleChange a member's rolechangeUserRole

Roles

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
POST /api/tenants/{id}/rolesCreate a custom rolecreateRole
GET /api/tenants/{id}/rolesList roleslistRoles
GET /api/tenants/{id}/roles/{roleId}View a role and who holds itgetRole
PUT /api/tenants/{id}/roles/{roleId}/permissionsReplace a custom role's permissionsupdateRolePermissions

Permissions

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
GET /api/permissionsThe permission cataloggetPermissions

Approval groups

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
POST /api/tenants/{id}/groupsCreate an approval groupcreateGroup
GET /api/tenants/{id}/groupsList approval groupslistGroups
GET /api/tenants/{id}/groups/{groupId}View a group and its membersgetGroup
PUT /api/tenants/{id}/groups/{groupId}Rename or re-describe a groupupdateGroup
DELETE /api/tenants/{id}/groups/{groupId}Deactivate a groupdeactivateGroup
POST /api/tenants/{id}/groups/{groupId}/membersAdd a memberaddGroupMember
DELETE /api/tenants/{id}/groups/{groupId}/members/USERIDRemove a memberremoveGroupMember

Users

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
GET /api/users/meThe caller's own profilegetCurrentUser
PATCH /api/users/meChange the caller's own nameupdateCurrentUserName
GET /api/users/{id}Get a user by idgetUser

Reserves

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
GET /api/reserves/attestationRetrieve the current reserve attestation per currencygetReserveAttestation
GET /api/reserves/attestation/snapshotPoint-in-time reserve attestation snapshotgetSnapshot

Dashboard

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
GET /api/dashboard/summaryDashboard summary with KPIs, instruments, compliance, and FX ratesgetSummary
GET /api/dashboard/issuanceIssuance breakdown by periodgetIssuance
GET /api/dashboard/activityRecent activity eventsgetActivity

Webhooks

Integration guide · Code recipes

Delivery history

Integration guide · Code recipes

Automations

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
GET /api/automationsList automationslistAutomations
POST /api/automationsCreate an automationcreateAutomation
DELETE /api/automations/{automationId}Delete an automationdeleteAutomation
GET /api/automations/{automationId}/historyGet an automation's status change historygetAutomationHistory
PATCH /api/automations/{automationId}/statusUpdate an automation's statusupdateAutomationStatus

Executions

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
POST /api/automations/{automationId}/executionsRun an on demand automationrequestExecution

Scripts

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
POST /api/scriptsImport a scriptimportScript
GET /api/scripts/{scriptId}Get a scriptgetScript
PATCH /api/scripts/{scriptId}Update a scriptupdateScript
DELETE /api/scripts/{scriptId}Delete a scriptdeleteScript
GET /api/scripts/{scriptId}/versionsList a script's versionsgetScriptVersions
GET /api/scripts/{scriptId}/downloadDownload a script's sourcedownloadScript
POST /api/scripts/{scriptId}/cloneClone a scriptcloneScript

Policies

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
GET /api/policiesList policieslistPolicies
POST /api/policiesCreate a policycreatePolicy
GET /api/policies/{policyId}Get a policygetPolicy
PATCH /api/policies/{policyId}Update policy name and descriptionupdatePolicy
GET /api/policies/{policyId}/versionsList versionslistPolicyVersions
POST /api/policies/{policyId}/versionsCreate a new versioncreatePolicyVersion
POST /api/policies/{policyId}/activateActivate a policyactivatePolicy
PUT /api/policies/{policyId}/current-versionSet the current versionsetCurrentVersion
POST /api/policies/{policyId}/archiveArchive a policyarchivePolicy

Templates

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
GET /api/templatesList templates visible to the tenantlistTemplates
POST /api/templatesCreate a TENANT templatecreateTenantTemplate
GET /api/templates/{templateKey}Get one templategetTemplate
PUT /api/templates/{templateKey}Update a TENANT templateupdateTenantTemplate
POST /api/templates/{templateKey}/deprecateDeprecate a TENANT templatedeprecateTenantTemplate

Approvals

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
GET /api/approvals/tasksThe caller's inboxlistMyTasks
GET /api/approvals/requestsList approval requestslistRequests
POST /api/approvals/requestsCreate an approval request directlycreateRequest
GET /api/approvals/requests/{requestId}Get one approval requestgetRequest
POST /api/approvals/requests/{requestId}/cancelCancel a pending requestcancelRequest
POST /api/approvals/tasks/{taskId}/approveApprove a taskapproveTask
POST /api/approvals/tasks/{taskId}/rejectReject a taskrejectTask
POST /api/approvals/tasks/{taskId}/reassignMove a pending task to a different approver or groupreassignTask

Contracts

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
POST /api/contractsDeploy the token contract for an assetdeployContract
GET /api/contractsList contractslistContracts
PATCH /api/contracts/{assetId}Activate or deactivate a contractupdateContractStatus

Customers

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
POST /api/customersRegister a customerregisterCustomer
GET /api/customersList customerslistCustomers
GET /api/customers/{customerRef}Get a customergetCustomer
PATCH /api/customers/{customerRef}Activate or deactivate a customerupdateCustomerStatus

Accounts

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
POST /api/accountsRegister an accountregisterAccount
GET /api/accountsList accountslistAccounts
GET /api/accounts/{accountRef}Get an accountgetAccount
PATCH /api/accounts/{accountRef}Activate or deactivate an accountupdateAccountStatus
POST /api/accounts/{accountRef}/controlsFreeze or unfreeze an accountcontrol

Transactions

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
POST /api/transactionsSubmit a token operationsubmitTransaction
GET /api/transactionsList token operationslistTransactions
GET /api/transactions/breaksList the operations that failed or never got an answerlistOutstandingBreaks
GET /api/transactions/{transactionId}Get one token operationgetTransaction

Balances

Integration guide · Code recipes

OperationAPI ReferenceCode recipe
GET /api/accounts/{accountRef}/balancesGet an account's balancesbalances

Coverage: 95 operations across 23 API areas, derived from API version 1.0.0.


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