Welcome to the Silverfin API Reference Documentation, your gateway to exploring the vast capabilities of the Silverfin API. This comprehensive guide empowers you to seamlessly integrate Silverfin's powerful features into your own applications. In this reference, you'll discover a wealth of endpoints, each accompanied by code examples in multiple programming languages. We even offer you the opportunity to test these endpoints directly in the documentation!

To ensure smooth and secure interactions with our API, you'll need an essential component known as an access_token to authorize your requests. The process of obtaining this access_token varies depending on whether you already have a Silverfin account.

Already have an account?

If you already have a Silverfin account, we can can help provide your access token within the documentation without any hassle! Just follow these straightforward steps:

Step 1

Step 2

Go to the Integrations Hub. If you're accessing this page for the first time, you may be prompted to authorize the Silverfin API. Once authorized, you will arrive at the home of the Integrations Hub, which looks like the image below.

Step 3

Make sure you have a Silverfin account (the one you use to log in to the Silverfin). You'll need an active Silverfin account to access the API.

Create or log in to your developer portal account. This is a separate account from your Silverfin account: it uses the same email address, but it's a distinct login for this developer portal (powered by ReadMe), with its own sign-in. Once logged in, you can view your API keys on the Authentication page.

Note: Your developer portal login is not the same as your Silverfin login, even though you use the same email address. If you're asked to sign in here, you're signing in to the developer portal — not to Silverfin.

If done correctly, you should arrive in the API documentation with a few defaults in place for you. Here are the things you will find:

Your name in the top of the page matches the name of your user in Silverfin
Your access_token has been set correctly in the request section of all the endpoints in the documentation
The id of the last firm you had access to in Silverfin has been set as the default firm_id in the request section of all the endpoints in the documentation

It should look like the image below

Don't have an account?

There are two things you can do in that case:

Reach out to Silverfin to request an account
Reach out to Silverfin to request API credentials for an integration you want to build

If you go with the second option, you will need to perform the authorization flow yourself to retrieve a valid access token. Don't worry, we have you covered with detailed information in our Authentication Guide

Get ready to explore the Silverfin API with confidence, and unlock a world of possibilities for your applications.