Power Your CRM with a Unified Trading API

Connect your broker CRM to MetaTrader 4, MetaTrader 5, cTrader, and B2Trader through a single integration. Manage accounts, process deposits, and access trading data without platform-specific code.

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The Challenge

Broker CRMs need deep integration with trading platforms — account creation, balance operations, KYC workflows, and reporting. Without a unified API, you're building and maintaining separate connectors for each platform.

The WebAPI Solution

WebAPI provides a single Account Service for creating and managing client accounts across all platforms. Balance operations, margin level checks, and group management work identically regardless of the underlying platform.

Integration Example

crm_integration.tsTypeScript

// Create a new client account on MT5
const account = await webapi.accountService.Create({
  platform: Platform.MT5,
  group: 'real\\live',
  leverage: 100,
  name: 'John Doe',
  email: '[email protected]'
});

// Process a deposit
await webapi.balanceService.Deposit({
  platform: Platform.MT5,
  login: account.login,
  amount: 10000_00000000, // $10,000 (normalized)
  comment: 'Initial deposit via CRM'
});

// Check margin level
const margin = await webapi.accountService.ReadMarginLevel({
  platform: Platform.MT5,
  login: account.login
});
console.log(`Margin level: ${margin.marginLevel}%`);

3 weeksAverage integration time (was 6 months)

4 platformsUnified through 1 API

17Balance action types available

Real-timeLive account & balance sync

CRM Data Flow

1Client signs up in CRM

2CRM calls WebAPI

3Account created on platform

4Deposit processed

5Status synced back to CRM

Before & After WebAPI

Before WebAPI

6 months integration per platform
4 separate API integrations
4 different data models
4x testing & maintenance

After WebAPI

3 weeks total integration
1 unified API
1 consistent data model
1 codebase to maintain

Supported Operations by Platform

Operation	MT4	MT5	cTrader	B2Trader
Create Account	✓	✓	✓	✓
Update Account	✓	✓	✓	✓
Delete Account	✓	✓	✓	✓
Deposit	✓	✓	✓	✓
Withdrawal	✓	✓	✓	✓
Credit	✓	✓	✓	✓
Read Margin	✓	✓	✓	✓
Group Mgmt	✓	✓	✓	✓
Report Sync	✓	✓	✓	✓

Relevant API Services

Account Service

CRUD, batch ops, margin levels

Balance Service

deposits, withdrawals, credits

Group Service

trading groups, security settings

Report Service

sync to PostgreSQL for CRM analytics

Real-world example

B2Core reduced platform integration time from 6 months to 3 weeks by using WebAPI as its unified backend.

Ready to build?

Integrate WebAPI into your CRM and manage accounts across MT4, MT5, cTrader, and B2Trader from a single API.