Finatic Demo Apps

Reference demo applications for Finatic SDKs. All demos use the v1 account-first flow: create a session for a company account, open Connect, grant access to a financial account, read account data, and verify incoming webhooks.

Demo Tracks

Path	SDK Focus	Staging Override
client/demo-app	@finatic/client (React + Vite)	Set VITE_FINATIC_API_URL=https://api-staging.finatic.dev
server-node/demo-app	@finatic/server-node	Set FINATIC_API_URL=https://api-staging.finatic.dev
server-python/demo-app	finatic-server-python	Set FINATIC_API_URL=https://api-staging.finatic.dev

FDX v1 Flow

1. Create a session with /api/v1/sessions or the SDK v1 facade.
2. Open a portal link for the returned sessionId.
3. Complete Connect and grant read access to a financial account.
4. Read account data through /api/v1/accounts or SDK v1 account helpers.
5. Verify webhook receiver signatures with FINATIC_WEBHOOK_SECRET.

Identity terms used by the demos:

• companyAccountId is the customer workspace account.
• accountId is the linked financial account used in /api/v1/accounts/{accountId}.

Environment Targets

• Client demo (client/demo-app): set VITE_FINATIC_ENVIRONMENT=sandbox or live, VITE_FINATIC_API_URL for staging, and VITE_FINATIC_CONNECT_URL when testing a non-default Connect host.
• Server Node demo (server-node/demo-app): in .env, set FINATIC_API_URL=https://api-staging.finatic.dev, FINATIC_ENVIRONMENT=sandbox or live, and FINATIC_CONNECT_URL when testing a non-default Connect host.
• Server Python demo (server-python/demo-app): in .env, set FINATIC_API_URL=https://api-staging.finatic.dev, FINATIC_ENVIRONMENT=sandbox or live, and FINATIC_CONNECT_URL when testing a non-default Connect host.

SDK versions

Demo apps target Finatic SDK v1.0.0 (@finatic/client, @finatic/server-node, finatic-server-python). Published installs use npm/PyPI ^1.0.0.

When developing inside the Finatic orchestrator monorepo, install local SDK builds:

# client/demo-app
npm install @finatic/client@file:../../../SDKs/Client/FinaticClientSDK

# server-node/demo-app
npm install @finatic/server-node@file:../../../SDKs/Server/FinaticServerSDK-Node

CI and external clones resolve ^1.0.0 from npm/PyPI once packages are published.

Quick Start

• client/demo-app
• server-node/demo-app
• server-python/demo-app

Related Testing App

For broader end-to-end validation flows, use ../testing/FinaticTester.

Docs

• SDK docs: https://finatic.dev/docs
• API reference: https://finatic.dev/docs/api-reference
• Sandbox 12-provider walkthrough: docs/sandbox-12-provider-walkthrough.md