Technical Reference

Equabi Documentation

Comprehensive guides, API references, and integration instructions for deploying and controlling the Equabi engine.

Quickstart

Deploy your first optimization engine in under 5 minutes.

API Reference

Full REST API and webhook documentation for developers.

Integrations

Connect Plaid, Slack, Okta, AWS, and 40,000+ service nodes.

Quickstart Guide

The Equabi engine can be deployed in three steps. All authentication is handled via OAuth tokens; we never store plaintext credentials.

Connect Your Financial Stack

Link your accounts via Plaid's read-only tokens. The engine immediately ingests 24 months of transaction history.

Configure Approval Thresholds

Set the dollar amount above which the engine requires your explicit confirmation before executing an action.

Deploy the Engine

The autonomous execution engine begins continuous optimization across all linked services.

API Reference

The Equabi Headless Execution API allows enterprise teams to trigger optimization workflows programmatically. All requests require a Bearer token.

const response = await fetch(
  'https://api.equabi.com/v2/workflow/trigger',
  {
    method: 'POST',
    headers: {
      'Authorization': 'Bearer YOUR_API_KEY',
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({
      workflow: 'subscription_audit',
      auto_execute: false
    })
  }
);
                

The API responds with a workflow ID that can be polled for execution status via GET /v2/workflow/{id}.

Supported Integrations

Plaid

Bank telemetry

Slack

Approval routing

Okta / SSO

Identity mapping

AWS

Cost optimization

NetSuite

ERP sync

SMS

Mobile alerts

Need Technical Support?

Our engineering team is available to assist with deployment, custom workflows, and enterprise integrations.

support@equabi.com Contact Support