Bolt.new AI and Yodlee integration: Step-by-Step Guide 2025

 

Step 1: Adding Required Dependencies

 

• Create or open your existing package.json file in the root directory of your Bolt.new AI project.
• Add the "axios" dependency since it is used for making HTTP requests to the Yodlee API. Since Bolt.new AI doesn’t have a terminal, manually insert the dependency snippet into your package.json file as shown below:

• 
  {
    "name": "your-bolt-new-ai-project",
    "version": "1.0.0",
    "dependencies": {
      "axios": "^0.27.2"
    }
  }
        

 

Step 2: Creating the Yodlee Client File

 

• In your project structure, create a new file named yodleeClient.ts. You can place this file in your src folder or wherever you organize your TypeScript code.
• Add the following code snippet into yodleeClient.ts. This code creates functions to obtain an access token from Yodlee and retrieve account information. Adjust the API endpoints and request body as needed according to Yodlee's API documentation.

• 
  import axios from 'axios';
  
  const YODLEEBASEURL = 'https://developer.api.yodlee.com/ysl';
  // Function to get an access token from Yodlee
  export async function getAccessToken(clientId: string, clientSecret: string): Promise<string> {
    try {
      const response = await axios.post(${YODLEE_BASE_URL}/auth/token, {
        clientId,
        clientSecret
        // Include additional required fields as per Yodlee documentation
      });
      return response.data.token;
    } catch (error) {
      throw new Error('Failed to fetch access token from Yodlee: ' + error);
    }
  }
  // Function to retrieve account information using the access token
  export async function getAccounts(token: string): Promise<any> {
    try {
      const response = await axios.get(${YODLEE_BASE_URL}/accounts, {
        headers: {
          Authorization: Bearer ${token}
        }
      });
      return response.data;
    } catch (error) {
      throw new Error('Failed to fetch accounts from Yodlee: ' + error);
    }
  }
        

  
  

 

Step 3: Modifying Your Main Code to Integrate Yodlee

 

• Identify your project's main entry file (commonly named index.ts or similar) and open it.
• Import the functions from yodleeClient.ts and call them within an asynchronous function. Replace youryodleeclientid and youryodleeclientsecret with your actual Yodlee credentials or retrieve them from secrets as described in the next step.

• 
  import { getAccessToken, getAccounts } from './yodleeClient';
  
  const CLIENTID = 'youryodleeclientid';
  const CLIENTSECRET = 'youryodleeclientsecret';
  async function main() {
    try {
      // Obtain the access token from Yodlee
      const token = await getAccessToken(CLIENTID, CLIENTSECRET);
      console.log('Yodlee Access Token:', token);
  // Retrieve accounts using the access token
  const accounts = await getAccounts(token);
  console.log('Yodlee Accounts:', accounts);
  
    } catch (error) {
      console.error('Error integrating with Yodlee:', error);
    }
  }
  main();
        

  
  




• This block of code initializes the Yodlee integration upon running your project.

 

Step 4: Configuring Environment Variables for Yodlee Credentials

 

• To avoid hardcoding your Yodlee credentials in the code, you can store them as environment variables.
• If Bolt.new AI supports a secrets or environment configuration section, add the following keys:

• 
  // Set these in your Bolt.new AI secrets configuration
  process.env.YODLEECLIENTID = 'youryodleeclient_id';
  process.env.YODLEECLIENTSECRET = 'youryodleeclient_secret';
        

• Then update your index.ts file to use these environment variables:

• 
  import { getAccessToken, getAccounts } from './yodleeClient';
  
  const CLIENTID = process.env.YODLEECLIENT_ID || '';
  const CLIENTSECRET = process.env.YODLEECLIENT_SECRET || '';
  async function main() {
    try {
      const token = await getAccessToken(CLIENTID, CLIENTSECRET);
      console.log('Yodlee Access Token:', token);
  const accounts = await getAccounts(token);
  console.log('Yodlee Accounts:', accounts);
  
    } catch (error) {
      console.error('Error integrating with Yodlee:', error);
    }
  }
  main();
        

  
  

 

Step 5: Testing Your Yodlee Integration

 

• Save all changes and use the Bolt.new AI project preview or run script to verify that the integration works correctly.
• Check the console output for the access token and account information from Yodlee. Any errors will be logged in the console to help with debugging.