Integration Guide for Third-Party Tools

This integration guide explains how third-party tools and external systems connect to a broker's Match-Trade CRM (and trading backend) through the CRM-API. It covers the architecture, the step-by-step integration process, authentication, and best practices for a reliable integration.

Typical integrators include risk-management systems, custom client and back-office tools, sales and lead-management systems, and reporting solutions. This guide assumes the broker already runs the Match-Trade CRM; the CRM-API lets your tool read from and act on that deployment.