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Broker API
The Broker API is a versatile API platform designed for various integrations, enabling streamlined management and interaction with multiple services through a single access point. This API supports REST and gRPC protocols, providing flexibility in integration and ensuring compatibility with diverse client systems. It facilitates secure, efficient administrative operations and service management, making it an essential tool for clients looking to optimise their operational workflows.

Broker API documentation →
app.theneo.io/match-trade/broker-api

!Deprecation Notice: Broker-API will be deprecated at the end of 2026. It has been replaced by two APIs that should be used depending on your setup: Broker-API-v2 for clients using CRM providers other than Match-Trade Technologies, and CRM-API for clients using the Match-Trade Technologies CRM. See [CRM-API / Broker-API-v2] for details.

Broker API v2
Broker API v2 is a REST and gRPC API designed for direct integration with the Match-Trader platform. It provides a complete set of administrative and trading operations – managing user accounts, trading accounts, positions, orders, payments, and real-time data streams.

The API is the primary integration point for any system connecting directly to the Match-Trader platform, including CRM providers, social and copy trading platforms, risk management tools, and other third-party services.

Broker API v2 documentation →
app.theneo.io/match-trade/broker-api-v2

CRM API

The CRM-API is a REST and gRPC API that exposes the data and operations of the Match-Trade CRM – and, additionally, of the Match-Trade trading backend – to external systems. It is the integration point for third-party tools that need to read from or act on a broker’s CRM and trading data through a single access point.

Typical integrators include risk-management systems, custom client office and back-office portals, sales and retention tools, lead-management systems and lead providers, and reporting or analytics solutions. In short, any tool that works alongside a broker’s existing Match-Trade CRM and needs access to its data can use this API.

The CRM-API is not intended for products that build or replace a CRM. If you are delivering your own CRM, or a system that connects directly to the Match-Trader platform without the Match-Trade CRM layer, use Broker-API v2 instead – it integrates with the platform directly and bypasses the CRM.

CRM API documentation →
app.theneo.io/match-trade/crm-api

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