Where can I see an example API integration workflow?

Stephanie Boukhari
2026-03-31T21:42:38Z

Example Workflow

Here’s an example sequence for a typical integration:

1. Authenticate: obtain an OAuth2 access token using your client credentials.

2. List Corporates: call GET /v1/corporates to retrieve the list of available corporate entities.

3. Get Corporate Details: use the id from the list to call GET /v1/corporates/{id} for detailed information.

4. List Operating Entities: use a corporate’s id as a filter with GET /v1/entities?CorporateId=....

5. Retrieve Account Information: ccall GET /v1/accounts (optionally filtered by EntityId) to retrieve account data, then get specific account details, balances, and statements as needed.

6. Manage Cards & Expenses: use the card endpoints to list cards, retrieve detailed card information, and view expense and receipt details.

Playbook Links

1. Environments & Base URLs

2. Authentication

3. Endpoints:

1. Corporate Endpoints

2. Entity Endpoints

3. Account Endpoints

4. Card Endpoints

4. Response Envelopes

5. Error Handling

6. Best Practice & Tips

7. Example Workflow