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

# Overview

> Understand the user journey between the CRM and ExuraCopy Social Trading.

The CRM retains control of the customer experience, its products, and its internal transactions. ExuraCopy Social Trading manages the social identity, associated wallets, and the balance available for investing or withdrawing.

## Recommended workflow

**1. Identify the user**

The CRM creates or recognizes the user and defines a stable, unique `external_reference`.

**2. Register the branch**

The CRM synchronizes its catalog and coordinates the migration of existing Social Trading users with ExuraCopy Support.

**3. Start SSO**

The backend requests a session with `branch_id` and `create_wallets: true`. ExuraCopy creates or links the user, assigns the branch, and prepares automatic wallets.

**4. Redirect the customer**

The browser is immediately redirected to `redirect_url`. The token is short-lived and can only be used once.

**5. Retrieve the balance**

The CRM queries ExuraCopy whenever it needs to display an updated balance. It does not use a local copy as the source of truth.

**6. Move funds**

Deposits are credited after confirmation in the CRM. Withdrawals are completed internally after ExuraCopy confirms the debit.

**7. Receive new accounts**

When the user creates a PAMM or MAM account in Social Trading, the CRM receives a signed webhook and links it through `external_reference`.

## Available endpoints

| Method | Path | Purpose |
| - | - | - |
| `POST` | `/api/v1/branches/sync` | Create or update an external branch mapping. |
| `POST` | `/api/v1/sso/start` | Create or reuse a user and start SSO. |
| `PATCH` | `/api/v1/users/password` | Set a password for direct access. |
| `GET` | `/api/v1/wallet/external/account` | Retrieve the social wallet. |
| `POST` | `/api/v1/wallet/external/deposit` | Credit confirmed funds. |
| `POST` | `/api/v1/wallet/external/withdrawal` | Debit available funds. |
| `POST` | `/api/v1/integrations/crm/account-webhook` | Register the CRM receiver and obtain its signing secret. |
| `GET` | `/api/v1/integrations/crm/account-webhook/events` | Monitor account-event deliveries. |
| `POST` | CRM URL | Receive `social.account.created` from ExuraCopy. |

> [card] [Previous: CRM Integration](https://crm-social.exuratech.com/index.md)
>
> Return to the introduction.

> [card] [Next: Responsibilities](https://crm-social.exuratech.com/getting-started/responsibilities.md)
>
> Separate each system's responsibilities correctly.


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