Ruby

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. Ruby

require 'chilkat'

success = false

# 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 = Chilkat::CkOAuth2.new()

# 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.put_AppCallbackUrl("https://yourwebserver.com/OAuth2.php")
oauth2.put_ListenPort(3017)

oauth2.put_AuthorizationEndpoint("https://api.schwabapi.com/v1/oauth/authorize")
oauth2.put_TokenEndpoint("https://api.schwabapi.com/v1/oauth/token")

# Replace these with actual values.
oauth2.put_ClientId("APP_KEY")
oauth2.put_ClientSecret("APP_SECRET")
oauth2.put_UseBasicAuth(true)
oauth2.put_CodeChallenge(false)

oauth2.put_Scope("")

# Begin the OAuth2 Authorization code flow.  This returns a URL that should be loaded in a browser.
url = oauth2.startAuth()
if (oauth2.get_LastMethodSuccess() == false)
    print oauth2.lastErrorText() + "\n";
    exit
end

print "url = " + url + "\n";

# 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 == false)
    print oauth2.lastErrorText() + "\n";
    exit
end

# Wait for the user to approve or deny authorization in the browser.
numMsWaited = 0
while (numMsWaited < 90000) and (oauth2.get_AuthFlowState() < 3)
    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.get_AuthFlowState() < 3)
    oauth2.Cancel()
    print "No response from the browser!" + "\n";
    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.get_AuthFlowState() == 5)
    print "OAuth2 failed to complete." + "\n";
    print oauth2.failureInfo() + "\n";
    exit
end

if (oauth2.get_AuthFlowState() == 4)
    print "OAuth2 authorization was denied." + "\n";
    print oauth2.accessTokenResponse() + "\n";
    exit
end

if (oauth2.get_AuthFlowState() != 3)
    print "Unexpected AuthFlowState:" + oauth2.get_AuthFlowState().to_s() + "\n";
    exit
end

# Save the full JSON access token response to a file.
sbJson = Chilkat::CkStringBuilder.new()
sbJson.Append(oauth2.accessTokenResponse())
sbJson.WriteFile("qa_data/tokens/schwab-access-token.json","utf-8",false)

# 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"
# }

print "OAuth2 authorization granted!" + "\n";
print "Access Token = " + oauth2.accessToken() + "\n";