generated: '2026-08-04'
method: searched
source: https://fundrise.com/connect-api
docs: https://connect.fundrise.com/
api: openapi/fundrise-connect-openapi.yml
notes: >-
  Fundrise publishes a dedicated sandbox environment for the Connect API — it is the only
  server declared in the OpenAPI — but does not publish any test values. No test card
  numbers, magic identifiers, seeded Clients, fixture tooling or time simulation are
  documented. Nothing is invented here; the unpublished items are recorded as gaps.

environments:
- name: Sandbox
  base_url: https://sandbox.fundrise.com
  declared_in: openapi servers[]
  purpose: >-
    "Test mode" — Fundrise states on the Connect API page that test mode functionality
    does not affect live data.
  access: gated
  access_request: https://fundrise.com/connect-api/contact
  anonymous_reachability: >-
    Did not resolve or connect on anonymous probe (2026-08-04), consistent with a
    partner-allowlisted environment rather than an open sandbox.
- name: Production
  base_url: https://api.fundrise.com
  declared_in: >-
    Not declared in the OpenAPI servers[] block. Identified from the token_endpoint of
    https://fundrise.com/.well-known/openid-configuration
    (https://api.fundrise.com/oauth/token). Anonymous /.well-known probes return 403.
  access: gated

separation_model:
  style: separate-host
  description: >-
    Test and live are separated by hostname (sandbox.fundrise.com vs api.fundrise.com)
    rather than by a key prefix or a mode flag on the credential. There is no documented
    test-vs-live key prefix convention — Partner Basic credentials and Client refresh
    tokens are issued per environment by Fundrise support.
  key_prefix_convention: not-published
  mode_header: not-published

credentials:
  issuance: >-
    Partner username and password are provided by Fundrise support; Client refresh tokens
    are issued by the CreateClient operation within whichever environment is being called.
  self_service: false
  note: >-
    There is no self-service signup for sandbox credentials. A partner requests access via
    the Connect API contact form or connect@fundrise.com, and Fundrise applies per-partner
    endpoint permissions on top — documented capabilities may return 403 until granted.

test_values:
  published: false
  test_cards: none-published
  test_bank_accounts: none-published
  magic_identifiers: none-published
  seeded_clients: none-published
  seeded_offerings: none-published
  note: >-
    No published test data of any kind. In sandbox, offeringId values must be discovered
    at runtime from GetOfferings, accountId from the accounts[] array returned by
    CreateClient, and documentId from GetOfferingDocuments — the same discovery path as
    production.

time_simulation:
  supported: not-published
  note: >-
    No test clocks or time-travel tooling documented. This is a material gap for this
    domain: holdings update daily with appreciation and accruing dividends
    (GetHoldings), transactions settle asynchronously through
    PENDING -> COMPLETE/FAILED, and tax forms are issued per tax year — none of which
    can be exercised end-to-end without waiting or without a way to advance time.

fixtures_and_triggers:
  supported: not-published
  note: >-
    No documented way to force a transaction into COMPLETE or FAILED, to simulate a
    liquidation settling, or to trigger a dividend. Combined with the absence of any
    webhook or event surface, a partner integrating against sandbox has no published
    mechanism to test asynchronous state transitions.

safe_operations_in_sandbox:
  note: >-
    All 17 operations are available in sandbox subject to per-partner permissions. The
    state-changing ones — CreateClient, UpdateClient, PlaceInvestment, CancelInvestment,
    CreateShareLiquidationRequest, CancelShareLiquidationRequest — are the ones test mode
    exists for, and PlaceInvestment and CreateClient are additionally protected by the
    partnerReferenceId idempotency key.

gaps:
- No published test card, bank account or magic identifier values.
- No test clocks or time simulation, despite daily NAV, accruing dividends and multi-day settlement.
- No fixture or trigger tooling to force transaction status transitions.
- No self-service sandbox signup — access is gated behind a contact form.
- Sandbox host is not anonymously reachable, so the environment cannot be verified from outside.
- Production host is absent from the OpenAPI servers[] block, so generated clients default to sandbox.

x-evidence:
- fetched: '2026-08-04'
  url: https://fundrise.com/connect-api
  http_status: 200
  note: >-
    Connect API product page; states test mode functionality that does not affect live
    data, and links the access request form.
- fetched: '2026-08-04'
  url: https://connect.fundrise.com/
  http_status: 200
  note: OpenAPI servers[] declares https://sandbox.fundrise.com with description "Sandbox".
- fetched: '2026-08-04'
  url: https://fundrise.com/.well-known/openid-configuration
  http_status: 200
  note: token_endpoint identifies https://api.fundrise.com as the production host.