Blueleaf

Blueleaf is a household-based data sync integration that imports client households, accounts, and holdings.

Overview

Attribute	Value
Integration Type	Data Sync (Read-only)
Authentication	API Token (Basic Auth)
Data Flow	Blueleaf → RightCapital (inbound only)
Owner	Tingsong Xu

Data Structure

Household
├── Investment Accounts → Holdings
├── Bank Accounts
└── Card Accounts (Credit Cards)

Account Type Mapping

Blueleaf Type	RightCapital Type
Checking, Savings, CD	Bank Account
Credit Card	Card Account
401k, IRA, Roth, Brokerage	Investment Account

API Endpoints

Endpoint	Purpose
GET /households.xml	List all households
GET /households/{id}.xml	Get household with accounts

Base URL: https://secure.blueleaf.com/api/v1/

Authentication

Uses HTTP Basic Auth:

• Username: API token
• Password: skip-password (literal string)

Security Matching

Securities matched by symbol with validations:

• Symbol length <= 5 characters
• All uppercase characters
• No colon in symbol (excludes CUR:USD)

Code Locations

Component	Path
Connector	retail-api/app/Integrations/Blueleaf/Connector.php
Integrator	retail-api/app/Integrations/Blueleaf/Integrator.php
Models	retail-api/app/Integrations/Blueleaf/Models/