v0 and Yodlee integration: Step-by-Step Guide 2025

 

Step 1: Creating a Configuration File for Yodlee

 

• Create a new file named yodleeConfig.ts in your project root directory.
• This file will store your Yodlee configuration details such as API URLs and authentication credentials.
• Copy and paste the following TypeScript code into yodleeConfig.ts and replace the placeholder values with your actual credentials.

export const YODLEE_CONFIG = {
  baseUrl: "https://developer.api.yodlee.com/ysl",
  clientId: "YOURCLIENTID",         // Replace with your Yodlee Client ID
  secret: "YOUR_SECRET",               // Replace with your Yodlee Secret
  cobrandLogin: "YOURCOBRANDLOGIN",  // Replace with your Cobrand Login
  cobrandPassword: "YOURCOBRANDPASSWORD" // Replace with your Cobrand Password
};

 

Step 2: Creating the Yodlee Service File

 

• Create a new file named YodleeService.ts in your project directory.
• This file will contain a TypeScript class to handle Yodlee API calls including cobrand and user authentication as well as fetching data.
• Copy and paste the following code into YodleeService.ts.

import { YODLEE_CONFIG } from "./yodleeConfig";

export class YodleeService {
  private cobrandSession: string | null = null;
  private userSession: string | null = null;

  // Function to authenticate cobrand
  public async authenticateCobrand(): Promise {
    const url = ${YODLEE_CONFIG.baseUrl}/cobrand/login;
    const payload = {
      cobrand: {
        cobrandLogin: YODLEE_CONFIG.cobrandLogin,
        cobrandPassword: YODLEE_CONFIG.cobrandPassword,
        locale: "en_US"
      }
    };

    const response = await fetch(url, {
      method: "POST",
      headers: {
        "Content-Type": "application/json",
        "Api-Version": "1.1"
      },
      body: JSON.stringify(payload)
    });

    const data = await response.json();
    this.cobrandSession = data.cobSession;
  }

  // Function to authenticate user (requires prior cobrand authentication)
  public async authenticateUser(username: string, password: string): Promise {
    if (!this.cobrandSession) {
      throw new Error("Cobrand not authenticated. Call authenticateCobrand first.");
    }
    const url = ${YODLEE_CONFIG.baseUrl}/user/login;
    const payload = {
      user: {
        loginName: username,
        password: password
      }
    };

    const response = await fetch(url, {
      method: "POST",
      headers: {
        "Content-Type": "application/json",
        "Api-Version": "1.1",
        "Cobrand-Session": this.cobrandSession
      },
      body: JSON.stringify(payload)
    });

    const data = await response.json();
    this.userSession = data.userSession;
  }

  // Function to fetch user accounts from Yodlee
  public async getAccounts(): Promise {
    if (!this.cobrandSession || !this.userSession) {
      throw new Error("Sessions not established. Ensure both cobrand and user are authenticated.");
    }
    const url = ${YODLEE_CONFIG.baseUrl}/accounts;
    const response = await fetch(url, {
      method: "GET",
      headers: {
        "Content-Type": "application/json",
        "Api-Version": "1.1",
        "Cobrand-Session": this.cobrandSession,
        "User-Session": this.userSession
      }
    });
    return response.json();
  }
}

 

Step 3: Integrating the Yodlee Service into Your Main Application

 

• Open your main TypeScript file (for example, main.ts) where you want to integrate the Yodlee functionality.
• This step will demonstrate how to use the YodleeService class to authenticate and fetch user account data.
• Paste the following code snippet into your main file.

import { YodleeService } from "./YodleeService";

// Immediately Invoked Async Function Expression for initialization
(async () => {
  const yodlee = new YodleeService();
  try {
    // Step 1: Authenticate the cobrand using your Yodlee credentials
    await yodlee.authenticateCobrand();

    // Step 2: Authenticate the user
    // Replace "userLogin" and "userPassword" with real user credentials or obtain them from your UI
    await yodlee.authenticateUser("userLogin", "userPassword");

    // Step 3: Fetch user accounts and log them to the console
    const accounts = await yodlee.getAccounts();
    console.log("Accounts:", accounts);
  } catch (error) {
    console.error("Error during Yodlee integration:", error);
  }
})();

 

Step 4: Handling Dependency Installation without a Terminal

 

• Since your v0 environment does not support a terminal for dependency installation, you must include external libraries through CDN links or by manually adding their code.
• If your project needs a polyfill for the fetch API (for example, if it runs in environments where fetch is not available), insert the following snippet into your main HTML file within the <head> section:

<script src="https://cdn.jsdelivr.net/npm/[email protected]/dist/fetch.umd.js"></script>

• If your project already includes a module bundler that handles dependencies, ensure that any additional configurations are applied as needed.

 

Step 5: Testing Your Yodlee Integration

 

• Make sure all the new files (yodleeConfig.ts, YodleeService.ts, and your modifications in main.ts) are saved in your project.
• Run your application as you normally would and open your browser's console to view the output.
• If the integration works correctly, you should see the fetched account information logged in the console.
• In case of errors, use the error messages printed in the console to troubleshoot the issue.