Integration Docs

Comprehensive guide and documentation to help you start working with smallcase Gateway

Get Started

Kickstart Integration


In order to start the integration, let's understand the following credentials first -


Unique name used to identify each partner. It is used as part of the Gateway API Url.


secret is unique & confidential for each partner
Used to create smallcaseAuthToken(JWT) for initializing Gateway client side SDK.


apiSecret is unique & confidential for each partner
It is used as a request header to authenticate all Gateway backend API requests

Domain whitelisting

For the Gateway initialization to be successful, please share your development & production domains with us for whitelisting
This is applicable for web integration only



If either of the above four items are not in place, please write to us on [email protected]


Gateway API url

The Gateway API URL is You need to include this before each API endpoint to make API calls

JWT : JSON Web Tokens

JWT are an open, industry-standard RFC 7519 method for representing claims securely between two parties. Refer
Gateway provides a secret (as mentioned in prerequisites) to encode the desired payload & create JWT
Read more on how we are using JWT

Guest user

A user when interacting with the Gateway ecosystem for the first time will have to choose a broker from our list of supported brokers and login with his broker credentials. This user is identified as a guest user in the gateway ecosystem

To initialize a gateway session for such guest user, the JWT has to be created with the following payload

  guest: true

Connected user

Once broker authentication flow is completed by the user, smallcaseAuthId(unique user identifier) is shared by Gateway as part of the transaction response.

Note: In case of client-side, smallcaseAuthId can be extracted by decoding the smallcaseAuthToken(JWT) received in the response
In case of webhook response, smallcaseAuthId is shared as part of the response data

smallcaseAuthId is a unique ID to identify users between the integration partner & Gateway as well as save his choice of broker.

All subsequent Gateway sessions for this user can be initialized by creating a JWT with smallcaseAuthToken as payload.

  smallcaseAuthId: <smallcaseAuthId string>

A connected user will be prompted to login with his choice of broker instead of having to select a broker from available list
Read more on User & broker sessions

Gateway client side SDK

Gateway provides integration support for the following platforms -

To continue integration, please select your choice of integration platform above
Don't find your platform's integration in the list, let us know at [email protected]

Updated 10 months ago

Next steps

Alternatively, start exploring the web integration

Create JWT
Web Integration

Kickstart Integration

Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.