Provider Flows¶

Provider integration and management API testing workflows. These flows demonstrate financial institution onboarding, OAuth authorization, and account disconnection.

Contents¶

End-to-end provider management workflows designed for manual API testing against the development HTTPS server. Each flow covers a specific provider integration journey with step-by-step curl commands and expected responses.

Directory Structure¶

providers/
├── index.md
├── provider-disconnect.md
└── provider-onboarding.md

Documents¶

Provider Management Flows¶

Provider Onboarding - Complete Charles Schwab provider registration, OAuth authorization, and token storage workflow
Provider Disconnect - Provider disconnection workflow with token cleanup and account removal

🔗 Quick Links¶

Related Documentation:

System Architecture - System design and provider architecture
Token Rotation Guide - OAuth token rotation and refresh
Testing Strategy - Testing approaches and patterns

Provider Documentation:

Charles Schwab OAuth - Schwab OAuth implementation guide
OAuth 2.0 RFC 6749 - OAuth 2.0 authorization framework

Parent Directory: API Flows

Related Directories:

Authentication Flows - User authentication and account management
API Flows Index - All manual API testing flows

Other Documentation:

Development Guide - Developer documentation
Infrastructure Guide - Docker and environment setup

📝 Contributing¶

When adding new provider flows to this directory:

Follow the appropriate API flow template
Use HTTPS with self-signed certificates (dev TLS) - Use curl -k for development
Document all OAuth steps and token flows
Include prerequisites (provider credentials, environment variables)
Provide complete curl commands with expected responses
Include error scenarios and troubleshooting steps
Update this index with a link and brief description
Run markdown linting: make lint-md-file FILE="path/to/file.md"

Document Information¶

Template: index-section-template.md Created: 2025-10-15 Last Updated: 2025-10-21