Frequently Asked Questions
Implement 2FA by integrating the MessageBird Verify API into your Node.js/Express app. This involves collecting the user's phone number, sending an OTP via MessageBird's API, and then verifying the code entered by the user against MessageBird's system. Remember to handle errors, logging, and security aspects for a robust solution.
The MessageBird Verify API is a service that allows you to send and verify one-time passwords (OTPs) via SMS or voice calls. It handles OTP generation and security, simplifying the implementation of 2FA in your applications.
MessageBird provides a reliable and easy-to-use API and SDK for sending and verifying OTPs. It integrates seamlessly with Node.js and Express, offering a quick way to implement 2FA with built-in security features.
Error handling is essential from the start. Implement robust error handling for API calls, user input validation, and other potential issues like network problems. This is crucial for a production-ready 2FA system.
Yes, you can customize the SMS message template using the `template` option in the `messagebird.verify.create` method. Use the `%token` placeholder in the message, which MessageBird replaces with the generated OTP.
While a basic regex is provided, it's insufficient. Use a dedicated library like 'google-libphonenumber' to correctly parse and validate phone numbers in E.164 format for reliable international support.
Store your MessageBird API key as an environment variable, loaded using the 'dotenv' library. Never hardcode it in your source code or commit it to version control. Securely manage these credentials in your deployment environment.
Start by creating a project directory, initializing npm, installing required packages (express, express-handlebars, messagebird, dotenv, body-parser), and creating the necessary project file structure. Don't forget to set up your .gitignore file to keep your API keys secure.
Implement rate limiting using middleware like 'express-rate-limit' for both `/step2` (OTP requests) and `/step3` (OTP verification). This limits requests per phone number/IP address within timeframes to prevent abuse.
This tutorial uses Node.js, Express, the MessageBird Verify API and Node.js SDK, Handlebars, dotenv, and body-parser. It covers setting up the project, configuring the environment, building the Express application, and implementing the OTP flow securely.
This error typically means your MessageBird API key is incorrect or missing. Double-check your .env file and environment variables to ensure the correct Live API key is being used, not the placeholder.
This indicates an incorrect phone number format. Ensure the number is in the international E.164 format (e.g., +1...). Use 'google-libphonenumber' for robust validation to avoid this issue reliably.
Alphanumeric originator IDs are often restricted, especially in regions like the US/Canada. Using a purchased MessageBird virtual number as the originator for your SMS messages is more reliable and often necessary for compliance.
First, consult the MessageBird Dashboard logs for detailed delivery information from carriers. Verify your 'originator' ID's validity for the destination, check the recipient's phone settings and signal, and confirm your MessageBird account balance.
Common errors include incorrect or expired codes, or a code that was already used. Guide the user with specific messages (e.g., "invalid code," "code expired") and suggest appropriate actions like retrying or requesting a new code.
Two-factor authentication (2FA) adds a critical layer of security to user accounts, typically by requiring a password plus a code sent to a trusted device. One-time passwords (OTPs) sent via SMS are a common and effective method for implementing 2FA.
This guide provides a step-by-step walkthrough for building a functional OTP verification flow in a Node.js application using the Express framework and the MessageBird Verify API for sending and validating SMS OTPs. We will build a simple web application that asks for a user's phone number, sends a verification code via MessageBird, and then verifies the code entered by the user. While this guide provides the core logic, remember that making it truly production-ready requires implementing additional measures like robust error handling, logging, rate limiting, and session management, as discussed in later sections.
Project Goals:
Technologies Used:
.env
file.System Architecture:
The flow involves these components:
Prerequisites:
1. Setting up the Project
Let's start by creating our project directory and initializing it.
Create Project Directory: Open your terminal and create a new directory for the project, then navigate into it.
Initialize npm: Initialize the project with npm. This creates a
package.json
file.The
-y
flag accepts the default settings.Install Dependencies: We need several packages: Express for the web server, Handlebars for templating, the MessageBird SDK,
dotenv
for environment variables, andbody-parser
to handle form submissions.Create Project Structure: Set up a basic directory structure for clarity:
views/
: Contains Handlebars templates.views/layouts/
: Contains the main HTML structure template..env
: Stores sensitive information like API keys (will be created next)..gitignore
: Specifies files/directories Git should ignore (likenode_modules
and.env
).index.js
: The main application file.Create
.gitignore
: Create a file named.gitignore
and add the following lines to prevent committing sensitive files and dependencies:2. Environment Configuration: MessageBird API Key
The application needs your MessageBird API key to authenticate requests. We'll use
dotenv
to manage this securely.Obtain MessageBird API Key:
Create
.env
File: In the root of your project directory (node-messagebird-otp/
), create a file named.env
.Add API Key to
.env
: Add your copied Live API key to the.env
file like this:Important: Replace
YOUR_LIVE_API_KEY_HERE
with the actual key you copied from the MessageBird dashboard.MESSAGEBIRD_API_KEY
variable holds your secret key.dotenv
will load this intoprocess.env
so your application can access it without hardcoding it in the source code.3. Building the Express Application
Now, let's set up the basic Express server and configure Handlebars.
Create
index.js
: Create the main application file,index.js
, in the project root.Initial Setup (
index.js
): Add the following code toindex.js
to require dependencies and initialize the Express app, MessageBird SDK, and Handlebars:dotenv.config()
loads the.env
file.process.env
. A check ensures the key exists and isn't the placeholder value.body-parser
middleware is added to easily access form data viareq.body
.Create Main Layout (
views/layouts/main.handlebars
): This file defines the basic HTML structure for all pages. Createviews/layouts/main.handlebars
with the following content:{{{body}}}
placeholder is where the content from other Handlebars views (step1
,step2
,step3
) will be rendered.4. Implementing the OTP Flow
Now we'll implement the core logic: requesting the phone number, sending the OTP, and verifying the OTP.
Step 1: Requesting the Phone Number
Create View (
views/step1.handlebars
): This view presents a form for the user to enter their phone number. Createviews/step1.handlebars
:{{#if error}}...{{/if}}
: Conditionally displays an error message if passed from the server.POST
s data to the/step2
route.name=""number""
makes the value accessible asreq.body.number
on the server.type=""tel""
hints to browsers (especially mobile) that this is a phone number field.Create Route (
index.js
): Add a route inindex.js
(beforeapp.listen
) to render this view when the user visits the root URL (/
):Step 2: Sending the Verification Code
When the user submits their phone number, we need to call the MessageBird Verify API to send the OTP.
Create View (
views/step2.handlebars
): This view asks the user to enter the code they received. It also includes a hidden field to pass the verificationid
to the next step. Createviews/step2.handlebars
:name=""id""
andvalue=""{{id}}""
: Passes the verification ID received from MessageBird.name=""token""
: The input for the user-entered OTP.pattern=""\d{6}""
: Basic HTML5 validation for a 6-digit code.Create Route (
index.js
): Add thePOST /step2
route inindex.js
to handle the form submission fromstep1
:number
fromreq.body
.messagebird.verify.create(number, options, callback)
is called.number
: The user's phone number.options
:originator
: The sender ID displayed on the user's phone. Crucially, regulations vary. Alphanumeric IDs might require registration or fail in certain countries (e.g., US/Canada). Using a purchased MessageBird number is often safer. Consult MessageBird's country-specific rules. An environment variableMESSAGEBIRD_ORIGINATOR
is suggested for flexibility.template
: The SMS message body.%token
is mandatory and will be replaced by the generated OTP.timeout
(optional): How long the code is valid (default 30 seconds).callback(err, response)
: Handles the asynchronous response.err
, log the error and re-renderstep1
with an error message extracted safely fromerr.errors[0].description
or a generic message.response
), log the response and renderstep2
, crucially passingresponse.id
to the view. Thisid
uniquely identifies this verification attempt.Step 3: Verifying the Code
The final step is to take the
id
and the user-enteredtoken
and ask MessageBird if they match.Create View (
views/step3.handlebars
): A simple success message. Createviews/step3.handlebars
:Create Route (
index.js
): Add thePOST /step3
route inindex.js
to handle the submission fromstep2
:id
andtoken
fromreq.body
. Basic check added for their presence.messagebird.verify.verify(id, token, callback)
is called.id
: The unique ID from theverify.create
response.token
: The OTP code entered by the user.callback(err, response)
:err
, verification failed (wrong code, expired, etc.). Log the error and re-renderstep2
with an error message (extracted safely) and the originalid
(so the hidden field remains populated).response
), the code was correct. Log success and render thestep3
success view. A comment highlights that real apps need session updates here.5. Running the Application
Your basic OTP verification flow is complete!
Save Files: Ensure all files (
index.js
,.env
,.gitignore
, and all.handlebars
files in theviews
directories) are saved. Make sure you replaced the placeholder in.env
.Start the Server: Open your terminal in the
node-messagebird-otp
directory and run:You should see the output:
Server listening on http://localhost:8080
. If you see an error about the API key, double-check your.env
file.Test: Open your web browser and navigate to
http://localhost:8080
.+14155551234
).6. Error Handling and Logging
Our current error handling is basic. Production applications require more robust strategies:
console.log
andconsole.error
. In production, use a dedicated logging library likeWinston
orPino
. Configure log levels (debug, info, warn, error) and output formats (JSON is good for log aggregation tools). Log critical events: verification initiation, API errors, successful verification, failed verification attempts.err
object from the MessageBird SDK often contains anerrors
array (e.g.,err.errors[0]
). Useerr.errors[0].code
for specific error types anderr.errors[0].description
(accessed safely, as shown) for user-friendly messages. Refer to MessageBird API documentation for error code meanings./step2
page. If the code expires or too many attempts fail, guide the user back to/
to request a new code.Example Logging Enhancement (Conceptual):
Note: The following snippet is conceptual. Implementing this requires choosing and configuring a specific logging library (e.g., Winston, Pino) and integrating it into your application.
7. Security Considerations
While MessageBird handles OTP generation and security, consider these points in your application:
^\+[1-9]\d{1,14}$
is a start but insufficient for production. Use libraries likegoogle-libphonenumber
(npm install google-libphonenumber
) for robust parsing and validation according to E.164 standards. Sanitize input to prevent potential (though less likely for phone numbers) injection issues.body-parser
helps prevent basic payload manipulation, but always validate input types and lengths on the server./step2
endpoint (requesting OTPs): Limit requests per phone number and/or IP address per time window (e.g., 1 request per minute, 5 requests per hour per number)./step3
endpoint (verifying OTPs): Limit verification attempts per verification ID and/or IP address per time window (e.g., 5 attempts per 15 minutes per ID).express-rate-limit
..env
file or hardcode the API key. Use environment variables managed securely in your deployment environment.express-session
with a secure store). After successful OTP verification (Step 3), the application should typically update the user's server-side session state to grant access or mark the 2FA challenge as complete, rather than just showing a success page. The current example does not implement this critical session component.id
via a hidden form field between steps is simple but relies on client-side state. For higher security, especially in complex flows, consider storing the verification attempt status (e.g., 'pending', 'verified') server-side, perhaps linked to the user's session or a short-lived database record, instead of solely relying on the client passing theid
back correctly./step3
helps. You could also implement lockouts after too many failed attempts for a specific verification ID or user account (if integrated with user accounts).Example Rate Limiting (Conceptual):
Note: The following snippet using
express-rate-limit
is conceptual. You need to install the library (npm install express-rate-limit
) and integrate this middleware correctly into your routes.8. Testing
sinon
orjest.mock
.supertest
to make HTTP requests to your running Express app and assert responses. You would still likely mock the actual MessageBird API calls to avoid sending real SMS messages and incurring costs during tests.9. Deployment
Environment Variables: Ensure
MESSAGEBIRD_API_KEY
(and potentiallyMESSAGEBIRD_ORIGINATOR
) is set as an environment variable in your deployment platform (Heroku Config Vars, AWS Secrets Manager, Docker environment variables, etc.). Do not deploy your.env
file.Platform: Choose a hosting platform (Heroku, AWS EC2/ECS/Lambda, Google Cloud Run, DigitalOcean App Platform, etc.). Follow their specific Node.js deployment guides.
package.json
Scripts: Add astart
script to yourpackage.json
if you haven't already:Most platforms use
npm start
to run your application.HTTPS: Configure HTTPS on your deployment platform or via a load balancer/proxy.
CI/CD (Continuous Integration/Continuous Deployment): Set up a pipeline (GitHub Actions, GitLab CI, Jenkins) to automatically test and deploy your application when changes are pushed to your repository.
10. Troubleshooting and Caveats
MESSAGEBIRD_API_KEY
. Double-check the key in your environment variables/.env
file and ensure it's a Live key and not the placeholder.+1...
). Use robust validation (Section 7).originator
being used is valid for the destination country. Alphanumeric senders are restricted in some regions (like the US/Canada) and may require pre-registration. Try using a purchased MessageBird virtual number as the originator if allowed. Check MessageBird's documentation on sender IDs.Verification code is incorrect
: User entered the wrong code.Verification has expired
: User took too long (default > 30s) to enter the code.Verification not found or has already been verified
: Theid
might be wrong, or the code was already used successfully.