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Build your first broker connection

From API key to broker data in minutes.

Follow one clear path to authenticate, connect a brokerage, and fetch standardized positions. Start safely with generated data or move directly into your integration.

Start embedding Finatic Start in sandbox

Free to startNo live funds in sandboxTypeScript and Python

Coding agents: start at /llms.txt and /AGENTS.md, then fetch the Client, Node, and Python SDK READMEs plus OpenAPI.

first-call.ts

import { FinaticServer } from '@finatic/server-node';

const finatic = new FinaticServer(
  process.env.FINATIC_API_KEY,
  { apiEnvironment: 'sandbox' },
);

const token = await finatic.v1.getToken();

// 90s - send token to the browser, never the API key

Follow the complete quick start

Choose your next task

A direct path from zero to first response

Get an API key

Create sandbox and production credentials in your dashboard.

Connect a broker

Launch the secure portal and let a user authorize an account.

Connect a broker

Fetch positions

Read normalized accounts, orders, and positions with one SDK.

Start in the sandbox

Use generated broker data without touching live accounts.

Explore sandbox

Run it in the playground

Execute SDK methods and inspect responses in your browser.

Open playground

Browse all documentation

Dig into SDK setup, API contracts, platform features, and billing.

Concepts

Core account models: company accounts, connections, grants, and sync behavior.

Quick Start

Start a Finatic account-first integration with SDKs, sessions, Connect, and account-scoped data.

Integrations

Supported institutions, auth modes, sync paths, and trading availability.

API Reference

Browse Finatic HTTP OpenAPI operations and generated client and server SDK method references for brokerage workflows.

Webhooks

Receive signed HTTPS notifications for account grants, sync, account resources, orders, and reauth.

MetaTrader

Connect MT4 or MT5 to Finatic with the push-agent connector EA and verify heartbeats.

Interactive Playground

Try the Finatic SDK in your browser with our interactive code playground.