Coyodlee

Setup

In sandbox mode, point the base_url to https://developer.api.yodlee.com/ysl/restserver/v1.

Export the following environment variables:

Environment Variables	Description
YODLEE_COBRAND_LOGIN	The Yodlee cobrand login
YODLEE_COBRAND_PASSWORD	The Yodlee cobrand password

Installation

Add this line to your application's Gemfile:

gem 'coyodlee'

And then execute:

$ bundle

Or install it yourself as:

$ gem install coyodlee

Usage

This API exposes a setup method:

require 'coyodlee'

Coyodlee.setup do |config|
  config.base_url = ENV['YODLEE_BASE_URL']
  config.cobrand_login = ENV['YODLEE_COBRAND_LOGIN']
  config.cobrand_password = ENV['YODLEE_COBRAND_PASSWORD']
end

require 'coyodlee/sessions'

cob_session = Coyodlee::Sessions::CobrandSession.new
cob_session.login login_name: Coyodlee.cobrand_login, password: Coyodlee.cobrand_password

user_session = Coyodlee::Sessions::UserSession.new(cobrand_session: cob_session)
user_session.login login_name: 'yodlee-test-user-login', password: 'yodlee-test-user-password'

require 'coyodlee/client'

client = Coyodlee::Client.new(user_session)
resp = client.get_accounts

require 'json'

# Print all accounts for the test user
puts JSON.parse(resp.body)

Testing

To run tests: bundle exec rake test.

All tests are written in Minitest and HTTP requests are recorded using VCR.

Development

After checking out the repo, run bin/setup to install dependencies. Then, run rake test to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and tags, and push the .gem file to rubygems.org.

Why another Yodlee Ruby library?

• This library supports Yodlee's newer RESTful API. yodlee-icious supports the older RESTful wrapper over the SOAP API.
• This library aims to be comprehensive in its feature set. yodlee only supports retrieving data from Yodlee MoneyCenter.

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/pennymac/coyodlee. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the Contributor Covenant code of conduct.

License

The gem is available as open source under the terms of the MIT License.