Frequently Asked Questions
Set up 2FA by installing necessary dependencies like Express, the Vonage SDK, dotenv, EJS, body-parser, and express-rate-limit. You'll then need to obtain your API key and secret from the Vonage dashboard and store them securely in a .env file. Initialize the Vonage client in your server.js file using these credentials.
The Vonage Verify API is a service that allows you to send and verify one-time passwords (OTPs) to users via various channels, primarily SMS for this tutorial's purpose. It enhances security by requiring users to confirm their identity with something they 'have' in addition to their password.
Environment variables (.env) store API keys outside of your codebase, preventing accidental exposure in version control. This enhances security by keeping sensitive information separate and secure during development and deployment.
Integrate the Vonage Verify API by first initializing the Vonage client with your API key and secret. Then use the vonage.verify.start() method to send the OTP and vonage.verify.check() to verify the user's submitted code. Handle different response statuses for success and various error scenarios.
Implement rate limiting for security, especially in authentication flows, to prevent brute-force attacks. In this 2FA example, limit OTP requests and verification attempts within a defined timeframe (e.g. 5 requests per 15 minutes) using express-rate-limit.
Check the 'status' property of the Vonage API response. A '0' indicates success. Any other status code signals an error, and the corresponding 'error_text' provides details, which should be displayed to the user. Use try...catch blocks to handle network errors and other exceptions during API calls.
Use the `vonage.verify.start()` method, providing the user's phone number and your brand name. Upon successful API call (status '0'), you'll receive a request ID, which is essential for the subsequent verification step. Store this ID securely.
Call `vonage.verify.check()`, passing the request ID (obtained from the send OTP step) and the code entered by the user. Check the response status: '0' signifies successful verification; other statuses represent failures (wrong code, expired request, etc.).
The requestId is a unique identifier returned by vonage.verify.start() after successfully initiating a verification request. This ID is crucial for verifying the OTP later, linking the user's code input to their initial request.
Customize the SMS message content, by setting the `VONAGE_BRAND_NAME` environment variable, which is included in the message. This will be what the user sees the text as coming from.
Key security practices include input validation, rate limiting to prevent brute-force attacks, secure storage of API keys, using HTTPS for all communication, and using structured logging like Winston or Pino for better error tracking and diagnostics.
Ensure you're adhering to rate limits. You can consider implementing a 'Resend Code' feature. If implemented, this would ideally use Vonage's Cancel API first, with careful handling of potential race conditions and errors.
Implement error handling and logging, including catching errors from the Vonage API. Consider retry mechanisms (with exponential backoff and limited retries) and potentially offer an alternative verification method like email.
Status 10 from the Vonage Verify API indicates concurrent verification requests to the same number within a short period. Vonage has built-in protection against rapid-fire requests. Inform the user to wait and retry after a short delay (usually ~30 seconds).
Refer to Vonage's API documentation for a comprehensive list of status codes and their meanings. Monitor key metrics, use Vonage's dashboard for detailed logs, and implement robust logging and error tracking in your application.
Two-factor authentication (2FA) adds a critical layer of security to user verification processes. By requiring not just something the user knows (like a password) but also something they have (like a one-time password (OTP) sent to their phone), you significantly reduce the risk of unauthorized access.
This guide provides a step-by-step walkthrough for implementing SMS-based OTP verification in a Node.js application using the Express framework and the Vonage Verify API. We will build a simple web application that allows users to enter their phone number, receive an OTP via SMS, and verify that code to gain access.
Project Goals:
Technologies Used:
.env
file.System Architecture:
(Note: The rendering of this diagram depends on the platform where this article is viewed. It uses Mermaid syntax.)
Prerequisites:
Final Outcome:
By the end of this guide, you will have a functional Node.js application capable of sending OTPs via SMS and verifying them, including essential security considerations and error handling.
GitHub Repository:
Find the complete working code for this tutorial here: GitHub Repository
1. Setting Up the Project
Let's start by creating our project directory, initializing Node.js, and installing the necessary dependencies.
Steps:
Create Project Directory: Open your terminal and create a new directory for your project, then navigate into it:
Initialize Node.js Project: Initialize the project using npm (this creates a
package.json
file):Install Dependencies: Install Express for the web server, the Vonage SDK,
dotenv
for environment variables,ejs
for templating,body-parser
for form parsing, andexpress-rate-limit
for security:express
: Web framework.@vonage/server-sdk
: To interact with the Vonage APIs.dotenv
: To load environment variables from a.env
file.ejs
: Templating engine to render HTML views with dynamic data.body-parser
: Middleware to parse incoming request bodies (needed for form submissions).express-rate-limit
: Basic request throttling.Create Project Structure: Set up a basic directory structure:
Configure Environment Variables (
.env
): Create a file named.env
in the project root. This file will store sensitive information like your API keys. Never commit this file to version control..env
:YOUR_API_KEY
andYOUR_API_SECRET
with your actual credentials.VONAGE_BRAND_NAME
is used in the SMS message (e.g., "Your MyApp code is: 1234").Create
.gitignore
: Create a.gitignore
file in the root directory to prevent sensitive files and unnecessary folders from being committed to Git:Basic Server Setup (
server.js
): Create the mainserver.js
file and set up a basic Express server:require('dotenv').config();
: Loads variables from.env
intoprocess.env
.bodyParser
: Parses incoming form data. (Note added about modern Express alternatives).app.set('view engine', 'ejs')
: Configures EJS as the templating engine.new Vonage(...)
: Initializes the Vonage SDK client using credentials from.env
.2. Implementing Core Functionality (OTP Request & Verification)
Now, let's build the core logic: requesting an OTP and verifying the code entered by the user.
Step 2.1: Create the Initial View (
views/index.ejs
)This view will contain a simple form for the user to enter their phone number.
POST
s the phone number to the/request-verification
endpoint.Step 2.2: Implement the OTP Request Endpoint (
server.js
)Add a new route in
server.js
to handle the form submission fromindex.ejs
. This route will call the Vonage Verify API to start a verification request.number
from the form data (req.body
).vonage.verify.start()
with the phone number and brand name.response.status
. A status of'0'
indicates success.request_id
from the response. This ID is essential for the next step (checking the code).verify.ejs
view (created next), passing therequestId
.response.status
is not'0'
, it displays theerror_text
provided by Vonage back on the initial form.try...catch
block for network or unexpected errors.Step 2.3: Create the Verification View (
views/verify.ejs
)This view allows the user to enter the OTP code they received via SMS. It includes a hidden field to pass the
requestId
along.type=""hidden""
) namedrequestId
. Itsvalue
is set to therequestId
passed from the server (<%= requestId %>
). This ensures the ID is submitted along with the code.code
.POST
s to the/check-verification
endpoint.Step 2.4: Implement the Code Check Endpoint (
server.js
)Add another route in
server.js
to handle the submission fromverify.ejs
. This route calls the Vonage Verify API to check if the provided code is correct for the givenrequest_id
.requestId
andcode
from the form data.vonage.verify.check()
with therequestId
andcode
.response.status
. If'0'
, the code is correct. Render thesuccess.ejs
view.'0'
, the code is incorrect, the request expired, or another error occurred. Render theverify.ejs
view again, passing back the samerequestId
and theerror_text
from Vonage, allowing the user to retry with the correct code.try...catch
for unexpected errors.Step 2.5: Create the Success View (
views/success.ejs
)A simple page to indicate successful verification.
3. Building a Complete API Layer
In this simple example, the Express routes (
/
,/request-verification
,/check-verification
) are the API layer. For more complex applications, you might separate this logic into dedicated API controllers and services.Testing with
curl
:While browser testing is straightforward, you can also test the endpoints using
curl
:Start the server:
node server.js
Request Verification:
(This will return HTML, but you should receive an SMS.)
Check Verification (Get the
requestId
from the server console logs or the HTML response):(Again, this returns HTML indicating success or failure.)
4. Integrating with Third-Party Services (Vonage)
Integration with Vonage is central to this guide. The key steps were covered during setup and implementation:
.env
): StoringVONAGE_API_KEY
,VONAGE_API_SECRET
, andVONAGE_BRAND_NAME
securely. Obtain these from your Vonage API Dashboard.server.js
): Creating theVonage
client instance using your credentials.server.js
): Usingvonage.verify.start()
to send the OTP andvonage.verify.check()
to verify the user's input code.Fallback Mechanisms:
The Vonage Verify API has built-in workflow options (e.g., SMS -> Text-to-Speech call), configurable via the
workflow_id
parameter inverify.start
.For application-level fallbacks (e.g., handling if the Vonage service is temporarily unavailable), the code in this guide does not implement them, but you would need to consider:
5. Implementing Error Handling and Logging
We've included basic error handling by checking
response.status
from Vonage API calls and usingtry...catch
blocks.Consistent Strategy:
response.status
fromverify.start
andverify.check
. If not'0'
, useresponse.error_text
to provide feedback to the user (usually by re-rendering the form with an error message).try...catch
around API calls to handle unexpected issues. Log these errors and show a generic error message to the user.Enhanced Logging (Alternative to
console.log
):While this guide uses
console.log
andconsole.error
for simplicity, production applications should use a structured logging library like Winston or Pino. Here's a basic Winston setup example (this is not integrated into the mainserver.js
code provided earlier, but shows how you could enhance it):Retry Mechanisms:
Generally not required for the user-facing OTP flow itself, as Vonage handles retries/fallbacks within its workflow. Application-level retries might be useful only for transient network errors when calling the Vonage API, using libraries like
async-retry
with caution (exponential backoff, only retry specific error types like network timeouts or 5xx).6. Creating a Database Schema and Data Layer
This guide focuses on the OTP flow and does not persist data. In a real-world application integrating 2FA:
requestId
Securely: The tutorial passes therequestId
via a hidden form field for simplicity. This is not ideal for security. A better approach is to store therequestId
server-side, associated with the user's session or a temporary database record, and retrieve it when the verification code is submitted./check-verification
is called, you'd look up therequestId
based on the user's session instead of taking it from the form.7. Adding Security Features
Security is critical for authentication.
Input Validation/Sanitization:
express-validator
for production.Rate Limiting:
express-rate-limit
. Let's integrate it intoserver.js
:windowMs
andmax
based on expected usage patterns and security posture.Secure Credential Storage: Use
.env
and.gitignore
diligently. Never commit API keys or secrets to version control. Use environment variables in deployment.HTTPS: Always deploy applications handling sensitive data over HTTPS to encrypt data in transit.
Vonage Security Features: Vonage has its own internal fraud detection and velocity limits that provide an additional layer of protection.
8. Handling Special Cases
+14155552671
becomes14155552671
,+447700900000
becomes447700900000
). Ensure your application standardizes numbers to this format before sending them.status: '10'
. Handle this error by informing the user to wait before trying again.9. Implementing Performance Optimizations
For this specific OTP flow, reliability and security usually outweigh raw performance needs.
async/await
correctly. If using a database forrequestId
storage, ensure efficient queries.k6
orloadtest
to simulate traffic, test rate limiting effectiveness, and identify potential bottlenecks under load.10. Adding Monitoring, Observability, and Analytics
pm2
or platform-integrated monitoring (CloudWatch, Google Cloud Monitoring, Datadog, etc.).verify.start
,verify.check
).11. Troubleshooting and Caveats
verify.start
andverify.check
:0
: Success.1
: Throttled (Too many requests).2
: Missing parameters.3
: Invalid parameters (e.g., bad number format).4
: Invalid credentials (Check API Key/Secret).5
: Internal Vonage error.6
: Invalid Request ID (Expired, already verified, or incorrect).9
: Partner quota exceeded.10
: Concurrent verifications to the same number (Wait ~30s).15
: Number barred / cannot receive SMS / invalid number.16
: Wrong code entered by user.17
: Code expired (User took too long, default ~5 mins).verify.control
method.vonage.verify.control(requestId, 'cancel')
.'19'
often indicates a successful cancellation according to recent docs, but check the specific SDK/API documentation for confirmation.