Delphi ActiveX

Schwab OAuth2 in a Desktop App

See more Schwab Examples

Demonstrates how to get a Charles Schwab OAuth2 access token from a desktop application or script. Delphi ActiveX

uses
    Winapi.Windows, Winapi.Messages, System.SysUtils, System.Variants, System.Classes, Vcl.Graphics,
    Vcl.Controls, Vcl.Forms, Vcl.Dialogs, Vcl.StdCtrls, Chilkat_TLB;

...

procedure TForm1.Button1Click(Sender: TObject);
var
success: Integer;
oauth2: TChilkatOAuth2;
url: WideString;
numMsWaited: Integer;
sbJson: TChilkatStringBuilder;

begin
success := 0;

// To further clarify, see OAuth 2.0 Authorization Flow

// This is the way to initially obtain the OAuth2 access token.  Afterwards it can be 
// repeatedly refreshed without user interaction, as shown in this example: Refresh Schwab OAuth2 Access Token.

oauth2 := TChilkatOAuth2.Create(Self);

// Your applicaton must use your own public web server as an intermediate
// to receive and forward the redirect to localhost.
// See Using Your Web Server as an Intermediary for OAuth2 Redirect to localhost

oauth2.AppCallbackUrl := 'https://yourwebserver.com/OAuth2.php';
oauth2.ListenPort := 3017;

oauth2.AuthorizationEndpoint := 'https://api.schwabapi.com/v1/oauth/authorize';
oauth2.TokenEndpoint := 'https://api.schwabapi.com/v1/oauth/token';

// Replace these with actual values.
oauth2.ClientId := 'APP_KEY';
oauth2.ClientSecret := 'APP_SECRET';
oauth2.UseBasicAuth := 1;
oauth2.CodeChallenge := 0;

oauth2.Scope := '';

// Begin the OAuth2 Authorization code flow.  This returns a URL that should be loaded in a browser.
url := oauth2.StartAuth();
if (oauth2.LastMethodSuccess = 0) then
  begin
    Memo1.Lines.Add(oauth2.LastErrorText);
    Exit;
  end;

Memo1.Lines.Add('url = ' + url);

// Launch the default browser on the system and navigate to the url.
// The LaunchBrowser method was added in Chilkat v10.1.2.
success := oauth2.LaunchBrowser(url);
if (success = 0) then
  begin
    Memo1.Lines.Add(oauth2.LastErrorText);
    Exit;
  end;

// Wait for the user to approve or deny authorization in the browser.
numMsWaited := 0;
while (numMsWaited < 90000) and (oauth2.AuthFlowState < 3) do
  begin
    oauth2.SleepMs(100);
    numMsWaited := numMsWaited + 100;
  end;

// If the browser does not respond within the specified time, AuthFlowState will be:
// 
// 1: Waiting for Redirect – The OAuth2 background thread is waiting for the browser's redirect request.
// 2: Waiting for Final Response – The thread is awaiting the final access token response.
// In either case, cancel the background task initiated by StartAuth.

if (oauth2.AuthFlowState < 3) then
  begin
    oauth2.Cancel();
    Memo1.Lines.Add('No response from the browser!');
    Exit;
  end;

// Check AuthFlowState to determine if authorization was granted, denied, or failed:
// 
// 3: Success – OAuth2 flow completed, the background thread exited, and the successful response is in AccessTokenResponse.
// 4: Access Denied – OAuth2 flow completed, the background thread exited, and the error response is in AccessTokenResponse.
// 5: Failure – OAuth2 flow failed before completion, the background thread exited, and error details are in FailureInfo.

if (oauth2.AuthFlowState = 5) then
  begin
    Memo1.Lines.Add('OAuth2 failed to complete.');
    Memo1.Lines.Add(oauth2.FailureInfo);
    Exit;
  end;

if (oauth2.AuthFlowState = 4) then
  begin
    Memo1.Lines.Add('OAuth2 authorization was denied.');
    Memo1.Lines.Add(oauth2.AccessTokenResponse);
    Exit;
  end;

if (oauth2.AuthFlowState <> 3) then
  begin
    Memo1.Lines.Add('Unexpected AuthFlowState:' + IntToStr(oauth2.AuthFlowState));
    Exit;
  end;

// Save the full JSON access token response to a file.
sbJson := TChilkatStringBuilder.Create(Self);
sbJson.Append(oauth2.AccessTokenResponse);
sbJson.WriteFile('qa_data/tokens/schwab-access-token.json','utf-8',0);

// The full JSON received looks like this:
// {
//   "expires_in": 3600,
//   "x_refresh_token_expires_in": 8726400,
//   "refresh_token": "L011546037639r ... 3vR2DrbOmg0Sdagw",
//   "access_token": "eyJlbmMiOiJBMTI4Q0 ... oETJEMbeggg",
//   "token_type": "bearer"
// }

Memo1.Lines.Add('OAuth2 authorization granted!');
Memo1.Lines.Add('Access Token = ' + oauth2.AccessToken);
end;