Institutional API
The Forex Masters Institutional API enables approved organizations to connect their internal systems with Forex Masters’ education, trader-development, and institutional intelligence workflows. It is designed for colleges, training organizations, workforce-development programs, broker partners, and enterprise learning teams that need governed access to learner provisioning, progress visibility, and selected platform data—without exposing sensitive trading, behavioral, or AI context unnecessarily.What the API is for
Use the Institutional API to support organization-level workflows such as:- Provisioning approved learners or employees into a Forex Masters organization.
- Managing organization invitations and membership lifecycle events.
- Synchronizing learner roster data with an LMS, student information system, CRM, or identity provider.
- Retrieving approved, organization-scoped learning and engagement records.
- Receiving lifecycle notifications for invitations, membership changes, and completion events.
- Building internal reporting experiences around authorized program activity.
Colleges & academies
Enterprise teams
Strategic partners
Scope and access model
Forex Masters uses a tenant-aware institutional model. Organizations are represented as colleges or companies, with separate administrator, member, and invitation records. Every integration is scoped to the institution approved during onboarding.API Gateway & Authentication
Scope & Platform Services
Data & Events
Available integration capabilities
Exact resources, fields, rate limits, and authentication requirements are defined in your organization’s implementation agreement and API credentials package.Getting access
Institutional integrations are configured jointly by your technical contact and the Forex Masters implementation team.Define the use case
Complete architecture and security review
Provision a sandbox or controlled test environment
Validate the integration
Activate production access
Authentication
Institutional integrations use credentials issued to the organization, not credentials belonging to an individual learner or administrator. Your approved integration package will specify:- The production and test base URLs.
- Authentication mechanism and credential rotation procedure.
- Permitted organization identifier(s).
- Granted scopes and endpoint access.
- Rate-limit policy.
- Webhook signing secret and destination configuration.
- Named technical and security contacts.
Request expectations
All requests should include the organization context required by your integration agreement and must be made from a trusted server environment.Organization isolation
Forex Masters applies organization-aware authorization at the application boundary and uses scoped data access for authenticated operations. Institutional integrations must preserve this isolation model.Required practices
- Send only the organization identifier assigned to your integration.
- Treat every identifier as opaque; do not infer, enumerate, or modify identifiers from another tenant.
- Reconcile membership using stable external IDs where supported.
- Use idempotency keys for create, invite, and status-change operations.
- Keep your own correlation ID for audit and support investigation.
- Request the minimum scopes and fields necessary for the documented purpose.
- Remove or deactivate access promptly when a learner or employee leaves your program.
Can an institution access all learner trading records?
Can an institution access all learner trading records?
Can the API execute trades or connect directly to broker accounts?
Can the API execute trades or connect directly to broker accounts?
Can we use the API from a browser application?
Can we use the API from a browser application?
Can we sync a whole student roster automatically?
Can we sync a whole student roster automatically?
Membership lifecycle
Institutional membership should mirror the real-world relationship between your organization and the learner or employee. A typical integration lifecycle is:- Your source system identifies an eligible person.
- Your server submits an approved provisioning or invitation request.
- Forex Masters associates the person with the authorized organization after validation.
- The person activates or signs in to their account.
- Your system receives eligible lifecycle events through webhooks or scheduled reconciliation.
- When eligibility ends, your system requests deactivation or removal in accordance with your organization’s policy.
Membership Lifecycle Process
- Initiation: The Institution system requests to create or reconcile a membership via the Institutional API.
- Validation: The API and Forex Masters validate the tenant, scope, and request, then return an accepted response.
- Invitation: Forex Masters sends an access notification or invitation to the Learner.
- Activation & Events: The Learner activates their account, triggering an authorized lifecycle event.
- Webhook Delivery: The institution webhook verifies, records, and acknowledges the event with the Institution system.
Webhooks
Webhooks allow your systems to respond to relevant events without continuously polling for changes. Events are available only when included in your approved integration scope. Typical event categories may include:- Membership invitation created, accepted, expired, or revoked.
- Organization membership activated, updated, or deactivated.
- Enrollment or cohort changes.
- Learning completion and certificate lifecycle events.
- Integration health or delivery failure notifications.
Webhook receiver requirements
Your receiver must:- Accept HTTPS requests from the configured Forex Masters delivery service.
- Verify each message signature using the issued webhook secret.
- Validate timestamps and reject stale or replayed messages where required.
- Process events asynchronously.
- Return a successful response only after durable receipt—not after full downstream processing.
- Deduplicate events using the event ID supplied in the payload.
- Maintain retry-safe handlers.
Error handling and retries
Build integrations to tolerate transient network and service failures.Security and privacy requirements
Institutional integrations operate in a sensitive environment that may include identity data, educational progress, trading education activity, and other personal information. Apply the following controls from the start.Data minimization
Least privilege
Auditability
Secure operations
Do not
- Use API credentials to impersonate individual users.
- Export raw AI conversations, user dossier content, behavioral profiles, or broker credentials.
- Make promises of trading outcomes based on platform data.
- Use educational or engagement information as the sole basis for employment, admissions, credit, or investment decisions.
- Forward API responses to unapproved third parties.
- Treat test data as non-sensitive unless explicitly designated and approved as synthetic.
Implementation checklist
Design tenant-safe data flows
Build server-side authentication
Implement idempotent membership sync
Secure webhook processing
Test negative paths
Complete production review
Support and change management
Use your designated Forex Masters business or implementation contact for:- Access requests and scope changes.
- Credential rotation or suspected credential exposure.
- Webhook delivery problems.
- Data subject, deletion, or retention inquiries.
- New integration use cases.
- Production incidents and service-impacting issues.