Frequently Asked Questions
Implement SMS OTP in Node.js using Express, the Sinch Verification API, and Axios. Create an Express app, integrate the Sinch API for sending and verifying OTPs via SMS, and optionally store user data in a database like PostgreSQL using Sequelize. This setup enables secure user authentication flows, suitable for login verification and password resets. This guide recommends rate limiting for security best practices.
The Sinch Verification API is a service for sending and verifying one-time passwords (OTPs) through various channels, primarily SMS in this context. It's integrated into Node.js applications using an HTTP client like Axios to make API calls for requesting and verifying OTPs, enhancing user authentication security. This API forms the core of secure 2FA implementation, managing the entire OTP lifecycle from generation to validation.
Using two-factor authentication (2FA) with SMS OTP adds an extra layer of security, protecting user accounts even if passwords are compromised. By requiring a code sent via SMS, it verifies the user's control of their phone number. This measure effectively mitigates unauthorized access and safeguards sensitive data. The guide covers using SMS OTP with Node, Express, and the Sinch API to achieve this.
Set up Sinch API in Node.js by storing your Key ID and Secret from the Sinch Dashboard in a `.env` file. Then install the `dotenv` package (`npm install dotenv`). Load these variables in your project with `require('dotenv').config();` at the beginning of your main server file (`server.js`). Never commit your `.env` file to version control. Use `sinchConfig` object to securely hold your credentials. The Sinch API base URL should be also added to the `.env` file.
Request an OTP with Sinch by making a POST request to the Sinch Verification API's `/verifications` endpoint using Axios. The request body should include the user's phone number (in E.164 format) and the verification method ('sms'). The Sinch service then sends the OTP code to the specified phone number via SMS. Ensure Axios is configured with your Sinch API credentials for authorization.
Verify an OTP by sending the verification ID and the user-entered OTP code to the Sinch API using a PUT request. Make a request to the `/verifications/id/{verificationId}` endpoint, including the OTP code in the request body. Ensure you're using the correct verification method in your API call. Sinch returns a success/failure response based on the verification result.
A database is recommended for OTP verification when you need to manage persistent user data, such as verification status. Storing user information facilitates more complex flows like password resets and maintains verification records. This guide uses PostgreSQL with Sequelize as an example, though other databases can be employed. Always ensure compliance with data privacy regulations.
Handle Sinch API errors gracefully by using try-catch blocks around API calls. Log errors thoroughly using a logger like Winston. Distinguish between client errors (e.g., incorrect OTP) and server errors. Implement proper error responses to inform the user or retry the operation. The provided error handling in `sinch.service.js` distinguishes 4xx and 5xx errors for better diagnostics.
Yes, implement rate limiting to protect your application against brute-force attacks. Use a middleware like `express-rate-limit` to control the number of OTP requests from a single IP address within a specific timeframe. This enhances security by thwarting malicious attempts to guess OTP codes. Configure appropriate limits based on your application's security requirements.
Prerequisites include Node.js and npm (or yarn), a Sinch account, and basic understanding of JavaScript, Node.js, Express, and REST APIs. For database persistence, PostgreSQL and a code editor are recommended. Optionally, API testing tools like Postman or `curl` can be beneficial. Ensure all software is installed and configured properly before starting implementation.
Test the Sinch integration using tools like Jest and Supertest. Write unit tests for the Sinch service functions and integration tests for the API endpoints. Implement test cases for successful and failed OTP requests and verifications. Test error handling to confirm that the application responds appropriately to Sinch API errors.
The project structure includes directories for controllers, services, routes, config, models, migrations, seeders, and utils. `server.js` handles server setup, while `.env` stores environment variables. Maintain this structure for clear organization and scalability. Refer to step 5 of section 1 in the guide for details on directory and file placement.
This guide provides a step-by-step walkthrough for building a production-ready SMS-based One-Time Password (OTP) verification system using Node.js, Express, and the Sinch Verification API. This adds a crucial layer of security to user authentication flows, commonly used for login verification, password resets, or transaction confirmations.
We will build a simple Express application that allows users to register with a phone number, request an OTP via SMS, and verify that OTP to confirm their identity.
Goals:
Technologies Used:
.env
file.Prerequisites:
curl
.Flow:
/request-otp
)./verify-otp
). Backend uses the HTTP client to call the Sinch Verification API to verify the code. Optional: Backend updates user verification status in Database. Backend sends success/failure response to Frontend.Final Outcome:
By the end of this guide, you will have a functional Node.js Express application capable of sending SMS OTPs via Sinch and verifying them using direct API calls, forming the basis of a secure 2FA system.
1. Setting up the project
Let's start by creating our project directory and initializing it with npm.
Step 1: Create Project Directory
Open your terminal and create a new directory for the project, then navigate into it:
Step 2: Initialize npm
Initialize the project using npm. The
-y
flag accepts default settings.This creates a
package.json
file.Step 3: Install Dependencies
We need Express for our server,
dotenv
to manage environment variables, andaxios
to interact with the Sinch REST API.express
: Web framework.dotenv
: Loads environment variables from.env
.axios
: HTTP client to make requests to the Sinch API.pg
: PostgreSQL client for Node.js (used by Sequelize).sequelize
: Promise-based Node.js ORM for Postgres, MySQL, etc.sequelize-cli
: Command-line interface for Sequelize (migrations, seeding).express-rate-limit
: Basic rate limiting middleware.winston
: Logger library (used in later steps).nodemon
: Utility that automatically restarts the server on file changes during development.jest
,supertest
: For unit and integration testing.Step 4: Configure
nodemon
and Test Scripts (Optional)Open
package.json
and add/update scripts:Step 5: Create Project Structure
Organize the project files for better maintainability:
Create these directories and empty files.
Step 6: Create
.gitignore
Create a
.gitignore
file in the root directory:Step 7: Set up Environment Variables (
.env
)Create a
.env
file in the root directory.CRITICAL: Replace
YOUR_SINCH_KEY_ID
andYOUR_SINCH_KEY_SECRET
with your actual credentials obtained from the Sinch dashboard. The application will not work without them. Also, update database credentials if you are using the database option.Never commit your actual
.env
file to version control. Create a.env.example
file with placeholder values to guide other developers.Step 8: Basic Server Setup (
src/server.js
)Step 9: Basic Response Utility (
src/utils/response.js
)Step 10: Set up Logger (
src/config/logger.js
)Create the logger configuration file. Ensure you installed
winston
in Step 3.You should now have a runnable basic Express server structure.
2. Implementing Core Functionality (Service Layer)
Now, let's implement the logic for interacting with Sinch using
axios
and managing user data (optionally).Step 1: Configure Sinch Service (
src/config/sinch.config.js
andsrc/services/sinch.service.js
)First, create a configuration file to load Sinch credentials securely.
Next, create the service file to encapsulate Sinch API interactions using
axios
.Step 2: (Optional) User Service and Database Setup
If you need to store user information_ set up the database and a user service.
(a) Configure Sequelize CLI: Initialize Sequelize if you haven't:
This creates
config/config.json
_models/index.js
_ etc. We wantsequelize-cli
to use our.env
variables. Create a.sequelizerc
file in the project root:Now_ create the JS configuration file referenced above (
src/config/database.js
):(b) Configure Database Connection (
src/config/db.config.js
): This file sets up the Sequelize instance for the application runtime.(c) Update
server.js
to connect DB: This was already handled in thesrc/server.js
code provided in Section 1, Step 8. It checksprocess.env.DB_HOST
before callingconnectDB
.(d) Create User Model (
src/models/user.model.js
):(e) Create Migration File: Use Sequelize CLI. It will now use
src/config/database.js
because of.sequelizerc
.Then, edit the generated migration file in
src/migrations/
to match the model precisely (UUID primary key, constraints, timestamps, index). The generated file will have a timestamp in its name (e.g.,YYYYMMDDHHMMSS-create-user.js
).(f) Run Migrations: The script added to
package.json
earlier (db:migrate
) will work. Ensure your database exists and credentials in.env
are correct for theNODE_ENV
environment (defaults to development).To run migrations for production:
NODE_ENV=production npm run db:migrate
(g) Create User Service (
src/services/user.service.js
):