- Identify the owning entity
- Search the institution catalog or choose a portal URL
- Create or return a connection
- Provide the delegated-user credentials
- Mark setup complete
- Wait for the connection to become
kind="ready" - Read data or trigger a sync
1. Find the owning entity
Start by listing entities and choosing either the default org entity or a customer entity you created earlier.2. Search institutions or choose a portal URL
Search the public institution catalog and capture theinstitutionId you want to connect.
3. Create or return a connection
Create the connection using the chosenentityId and institutionId. The response returns a ConnectionResource, which may be a new kind="setup" connection or an existing connection returned directly. If the institution is not yet supported, create the connection with portalUrl instead.
4. Provide credentials
Once the delegated user exists in the bank, submit the current working credentials. Includepassword when that bank requires one.
5. Mark setup complete
After the bank-side delegated-user setup is finished, notify Waycore so activation can continue.6. Wait for kind="ready"
If the create call returned kind="setup", poll the connection until it transitions to kind="ready".
7. Read data or queue a sync
Once the connection is ready, you can read accounts and transactions immediately, or trigger a sync if you need fresh data right away.GET /v1/transactions for backfills and GET /v1/transactions/sync plus webhooks to keep your mirror current.