> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# API Integration Checklist

Make your Platform API integration as seamless as possible with these checklists!

## Getting Started

* Sign in to the [Client Dashboard](https://dashboard.mx.com/sign_in) and get your API keys.
* Get your development-level `client_id` and `api_key` from the dashboard, and keep them secret and secure.
* [Whitelist all IP addresses](/resources/client-dashboard#whitelisting-ip-addresses) that will make requests to the API.
* Review our [API Overview](/api-reference/platform-api/overview) to learn more about standards, conventions, and security. Pay special attention to authentication and security (HTTPS, TLS, and API keys).
* Learn more about our [test scenarios](/resources/test-platform) and development environment.
* Start from the beginning on each of our product guides to learn more about creating users and members.

## Using the Connect Widget

Whether you're using aggregation or verification, determine the following information:

* Determine which method is the best option for you. We offer Connect Widget for the following:
  * [Browser - Web Widget SDK](/connect/guides/web-sdk)
  * [Mobile - React Native SDK](/connect/guides/react-native-sdk)
  * [Mobile - Other](/connect/guides/webviews)
  * [Hybrid](/connect/guides/webviews#hybrid-mobile-webapps)
* If you're using our SDK, download it from our [Github](https://github.com/mxenabled).
* Learn more about handling event messages:
  * [Events Reference](/connect/widget-events)
  * [How to Handle Events](/connect/widget-events)

## Account Aggregation

We offer [Account Aggregation](/products/connectivity/account-aggregation) using the [Connect Widget](/products/connectivity/overview/connectivity-integration-guides/connect-widget-flow) or just [API endpoints](/products/connectivity/overview/connectivity-integration-guides/api-only-flow). Each guide will walk you through from creating a user, dealing with connection statuses, and multi-factor authentication.

Be sure to consult the API reference for specifics related to our aggregation and verification  endpoints.

Also, check the [Client Dashboard](https://dashboard.mx.com) to keep track of success and error rates. For more information on aggregation metrics, review our [Client Dashboard guide](/resources/client-dashboard).

## Instant Account Verification

We offer [Instant Account Verification](/products/connectivity/instant-account-verification) using the [Connect Widget](/products/connectivity/overview/connectivity-integration-guides/connect-widget-flow) or just [API endpoints](/products/connectivity/overview/connectivity-integration-guides/api-only-flow). Each guide will walk you through from creating a user, dealing with connection statuses, and multi-factor authentication.

Be sure to consult the API reference for specifics related to our verification  endpoints.

Also, check the [Client Dashboard](https://dashboard.mx.com) to keep track of success and error rates. For more information on aggregation metrics, review our [Client Dashboard guide](/resources/client-dashboard).

## OAuth

For OAuth complete the following:

* Determine which type of integration matches your use case. We have an [OAuth guide](/resources/oauth-guide) that describes how to handle OAuth for mobile application and browser-based applications.
* Keep in mind that all OAuth development and testing must be done with the [MXCU (OAuth) or MX Bank (OAuth) test institutions](/resources/test-platform); production institutions require prior registration.
* After testing, [request production access](https://dashboard.mx.com/getting-started).
* Fill out the [OAuth registration form](https://dashboard.mx.com/oauth-settings) on the dashboard as soon as you request production access. For more information about OAuth in the Dashboard, review our [Client Dashboard guides](/resources/client-dashboard#setting-up-oauth).

## Webhooks

* Determine which [type of webhook](/resources/webhooks) is required for your use case.
* Set up an appropriate callback URL for you to receive webhooks from MX. Find instructions for this in our [Client Dashboard guides](/resources/client-dashboard/#creating-and-managing-webhooks).
* [Create and configure a development](https://dashboard.mx.com/webhooks) webhook using your callback URL.
* Set up and configure production webhooks after [requesting production access](https://dashboard.mx.com/webhooks).

## Contacting Support

Make sure to have the following information when making a [support request](https://support.mx.com), wherever applicable:

* Steps to replicate the issue.
* MX-defined GUIDs for any users or members associated with the request.
* Operating system information.
* Browser information.
* End-user screenshots or videos.

## Going to Production

* [Request production access](https://dashboard.mx.com/getting-started) on the dashboard.
* Get your production-level `client_id` and `api_key` and keep them secret and secure! These are different from your development-level ID and key.
* Fill out the [OAuth registration form](https://dashboard.mx.com/oauth-settings) on the dashboard if necessary.
* Set up and configure [production webhooks](https://dashboard.mx.com/webhooks) if necessary.
* [Contact MX](https://support.mx.com) to ensure that all the necessary products and configurations have been enabled in the production environment.