Getting Started with FDX V6.6.0 API

Introduction

Financial Data Exchange V6.6.0 API (Core, Consent, Customer, Event Notifications, Fraud, Meta, Money Movement, Payroll, Recipient Registration, Registry, Tax)

Install the Package

Install the gem from the command line:

gem install fdx-apimatic-sdk -v 0.0.1

Or add the gem to your Gemfile and run bundle:

gem 'fdx-apimatic-sdk', '0.0.1'

For additional gem details, see the RubyGems page for the fdx-apimatic-sdk gem.

IRB Console Usage

You can explore the SDK interactively using IRB in two ways

1. Use IRB with Installed Gem

Open your system terminal (Command Prompt, Git Bash or macOS Terminal) and type the following command to start the irb console.

irb

Now you can load the SDK in the IRB

require 'fdx_v660_api'
include FdxV660Api

2. Use IRB within SDK

Open your system terminal (Command Prompt, Git Bash or macOS Terminal) and navigate to the root folder of SDK.

cd path/to/fdx_v660_api

Now you can start the preconfigured irb console by running the following command

ruby bin/console

Note: This automatically loads the SDK from lib/

Initialize the API Client

Note: Documentation for the client can be found here.

The following parameters are configurable for the API Client:

Parameter Type Description
environment Environment The API environment.
Default: Environment.PRODUCTION
connection Faraday::Connection The Faraday connection object passed by the SDK user for making requests
adapter Faraday::Adapter The Faraday adapter object passed by the SDK user for performing http requests
timeout Float The value to use for connection timeout.
Default: 60
max_retries Integer The number of times to retry an endpoint call if it fails.
Default: 0
retry_interval Float Pause in seconds between retries.
Default: 1
backoff_factor Float The amount to multiply each successive retry's interval amount by in order to provide backoff.
Default: 2
retry_statuses Array A list of HTTP statuses to retry.
Default: [408, 413, 429, 500, 502, 503, 504, 521, 522, 524]
retry_methods Array A list of HTTP methods to retry.
Default: %i[get put]
http_callback HttpCallBack The Http CallBack allows defining callables for pre and post API calls.
proxy_settings ProxySettings Optional proxy configuration to route HTTP requests through a proxy server.
logging_configuration LoggingConfiguration The SDK logging configuration for API calls
oauth_fapi_1_advanced_credentials OauthFapi1AdvancedCredentials The credential object for OAuth 2 Authorization Code Grant
oauth_fapi_1_baseline_credentials OauthFapi1BaselineCredentials The credential object for OAuth 2 Client Credentials Grant
tax_basic_auth_credentials TaxBasicAuthCredentials The credential object for Basic Authentication

The API client can be initialized as follows:

Code-Based Client Initialization

require 'fdx_v660_api'
include FdxV660Api

client = Client.new(
  oauth_fapi1_advanced_credentials: OauthFapi1AdvancedCredentials.new(
    oauth_client_id: 'OAuthClientId',
    oauth_client_secret: 'OAuthClientSecret',
    oauth_redirect_uri: 'OAuthRedirectUri',
    oauth_scopes: [
      OauthScopeOauthFapi1Advanced::FDXACCOUNTBASICREAD,
      OauthScopeOauthFapi1Advanced::FDXACCOUNTDETAILEDREAD
    ]
  ),
  oauth_fapi1_baseline_credentials: OauthFapi1BaselineCredentials.new(
    oauth_client_id: 'OAuthClientId',
    oauth_client_secret: 'OAuthClientSecret',
    oauth_scopes: [
      OauthScopeOauthFapi1Baseline::FDXNOTIFICATIONSPUBLISH,
      OauthScopeOauthFapi1Baseline::FDXNOTIFICATIONSSUBSCRIBE
    ]
  ),
  tax_basic_auth_credentials: TaxBasicAuthCredentials.new(
    username: 'Username',
    password: 'Password'
  ),
  environment: Environment::PRODUCTION,
  logging_configuration: LoggingConfiguration.new(
    log_level: Logger::INFO,
    request_logging_config: RequestLoggingConfiguration.new(
      log_body: true
    ),
    response_logging_config: ResponseLoggingConfiguration.new(
      log_headers: true
    )
  )
)

Environment-Based Client Initialization

require 'fdx_v660_api'
include FdxV660Api

# Create client from environment
client = Client.from_env

See the Environment-Based Client Initialization section for details.

Environments

The SDK can be configured to use a different environment for making API calls. Available environments are:

Fields

Name Description
PRODUCTION Default Financial Data Exchange V6 API (Data Provider / FI host)
ENVIRONMENT2 FDX Registry host

Authorization

This API uses the following authentication schemes.

List of APIs

SDK Infrastructure

Configuration

HTTP

Utilities