Blueleaf
Blueleaf is a household-based data sync integration that imports client households, accounts, and holdings.
Overview
Section titled “Overview”| Attribute | Value |
|---|---|
| Integration Type | Data Sync (Read-only) |
| Authentication | API Token (Basic Auth) |
| Data Flow | Blueleaf → RightCapital (inbound only) |
| Developer | Tingsong Xu |
| Cron Owner | tingsong.xu |
Data Structure
Section titled “Data Structure”Household├── Investment Accounts → Holdings├── Bank Accounts└── Card Accounts (Credit Cards)Account Type Mapping
Section titled “Account Type Mapping”| Blueleaf Type | RightCapital Type |
|---|---|
| Checking, Savings, CD | Bank Account |
| Credit Card | Card Account |
| 401k, IRA, Roth, Brokerage | Investment Account |
API Endpoints
Section titled “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
Section titled “Authentication”Uses HTTP Basic Auth:
- Username: API token
- Password:
skip-password(literal string)
Security Matching
Section titled “Security Matching”Securities matched by symbol with validations:
- Symbol length <= 5 characters
- All uppercase characters
- No colon in symbol (excludes
CUR:USD)
Code Locations
Section titled “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/ |