Learning · Integrations

Plugs into the stack you already run.

Native connectors for MetaTrader 5, cTrader, payment providers, KYC vendors, and messaging — with an open REST API, webhooks, and SSO covering everything else.

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9native connector categories

2-waydata flow on every live connector

RESTopen API + webhooks for the rest

The connectors

What connects, and how.

Every connector syncs into the same client record.

Trading platforms

MetaTrader 5 and cTrader: account creation, live balances and equity, and trade-level history on the client timeline.

MT5 manager API

cTrader open API

Payments & KYC vendors

PSPs feed the payment queues and reconciliation; KYC vendors (e.g. Sumsub, Onfido) feed the review queue with results attached.

Multi-PSP reconciliation

Vendor results on the KYC file

Messaging, API & SSO

WhatsApp, Telegram, and email logged to the record; REST API and webhooks for custom flows; SAML/OIDC single sign-on.

Conversations on the timeline

Webhooks on every key event

FAQ

Integration questions.

For your technical team.

Is the API rate-limited?

Yes, per tenant, with limits sized for production integrations. Webhooks are the preferred pattern for event-driven flows.

Can we build a custom connector?

Yes — the REST API covers every object in the platform, and Enterprise plans include support for custom integration work.

How is SSO configured?

SAML and OIDC are both supported; role mapping from your IdP groups to CRMX roles is part of setup.

See your brokerage with clarity.

A 30-minute walkthrough with your data model, your roles, and your questions.

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