Frequently Asked Questions
Integrate the Vonage Verify API into your Node.js/Express app to implement two-factor authentication. This involves setting up API endpoints to request an OTP, which is sent to the user's phone via SMS, and then verifying the OTP submitted by the user. The Vonage API handles code generation, delivery, and verification.
The Vonage Verify API simplifies the implementation of two-factor authentication (2FA) by generating, delivering (via SMS and potentially voice), and verifying one-time passwords (OTPs). It streamlines the process and reduces development time compared to building an OTP system from scratch.
Vonage Verify API handles secure code generation, multi-channel delivery, retries, code expiry, and verification, reducing development time and potential security risks. It simplifies a complex process into easy API calls, offering a more robust solution than building it yourself.
While Express 4.16+ has built-in body parsing middleware, explicitly using `body-parser` can improve clarity or ensure compatibility, especially in projects using older Express versions or when more explicit parsing configuration is needed.
Yes, you can customize the sender name (brand) that appears in the SMS message sent by the Vonage Verify API. When calling `vonage.verify.start()`, set the `brand` parameter to your application's name. This clearly identifies the source of the OTP to the user.
Make a POST request to the `/request-otp` endpoint of your Node.js application, providing the user's phone number in E.164 format (e.g., +14155552671) in the request body. The server will then interact with the Vonage Verify API to initiate the OTP process.
Send a POST request to your server's `/check-otp` endpoint including both the phone number and the received OTP code. The backend will compare this code against the Vonage Verify API using the associated request ID. Never expose the `request_id` directly to the client for security best practices.
The Vonage API Key and Secret are your credentials to access the Vonage APIs, including the Verify API. Find them on your Vonage API Dashboard. Store them securely, typically in a `.env` file, never directly in your code.
The Vonage Verify API returns a status code in its responses. '0' indicates success. Non-zero statuses represent specific errors. Check the `result.status` and `result.error_text` to identify the cause of the failure and handle appropriately.
The user sends their phone number; the Node.js app requests an OTP from Vonage; Vonage sends an SMS to the user; the user submits the code; the app verifies the code with Vonage and sends back success/failure.
Using a database or cache ensures data isn't lost if the server restarts, making the system scalable. It also allows secure linking between verification requests and individual user sessions.
Add columns to your `Users` table to store the Vonage `request_id` and an optional expiry timestamp. Alternatively, use a separate table linked to `user_id` to store pending verification details.
If the initial SMS fails, Vonage will fallback to a text-to-speech (TTS) phone call that reads out the code. You can also configure custom workflows for different fallback strategies.
This guide provides a step-by-step walkthrough for building a production-ready One-Time Password (OTP) Two-Factor Authentication (2FA) system using SMS delivery. We'll leverage Node.js with the Express framework and the Vonage Verify API for a robust and simplified implementation.
By the end of this tutorial, you will have a functional application that can:
This guide focuses on the core backend logic and API endpoints necessary for SMS OTP verification.
Project Overview and Goals
Goal: To implement a secure and reliable SMS-based 2FA mechanism for user verification within a Node.js/Express application.
Problem Solved: Standard password authentication is vulnerable. Adding 2FA via SMS OTP significantly enhances security by requiring users to possess their registered phone (""something they have"") in addition to their password (""something they know""). This guide provides the backend infrastructure for this second factor.
Technologies Used:
@vonage/server-sdk
: The official Vonage Node.js SDK for interacting with Vonage APIs, including the Verify API.dotenv
: A module to load environment variables from a.env
file intoprocess.env
.body-parser
: Node.js middleware for parsing incoming request bodies. While newer versions of Express (4.16+) have built-in middleware (express.json()
,express.urlencoded()
), includingbody-parser
explicitly ensures compatibility or can make parsing setup clearer for some developers.Why Vonage Verify API?
Instead of manually generating codes, managing delivery attempts, handling expiry, and implementing complex verification logic, the Vonage Verify API encapsulates this entire workflow. It provides:
This significantly reduces development time and potential security pitfalls compared to building an OTP system from scratch.
System Architecture:
<!-- [Insert System Architecture Diagram Image Here - e.g., PNG or SVG] -->
Diagram Description:
start
endpoint with the user's number.request_id
to the Node.js application.request_id
and calls the Vonage Verify API'scheck
endpoint with therequest_id
and the submitted code.Prerequisites:
curl
or Postman: For testing the API endpoints.1. Setting up the project
Let's create the basic project structure and install the necessary dependencies.
1.1 Create Project Directory:
Open your terminal or command prompt and create a new directory for your project.
1.2 Initialize Node.js Project:
Initialize the project using npm. The
-y
flag accepts the default settings.This creates a
package.json
file.1.3 Install Dependencies:
Install Express, the Vonage Server SDK,
dotenv
for environment variables, andbody-parser
.express
: The web framework.@vonage/server-sdk
: To interact with the Vonage APIs.dotenv
: To manage sensitive credentials like API keys.body-parser
: Middleware to parse JSON request bodies. (Note: While newer Express versions includeexpress.json()
andexpress.urlencoded()
, explicitly includingbody-parser
remains common for clarity or compatibility reasons.)1.4 Create Project Structure:
Create the following basic file structure:
1.5 Configure
.gitignore
:Create a
.gitignore
file in the root directory and add the following lines to prevent committing sensitive information and unnecessary files:1.6 Set up Environment Variables (
.env
):Create a file named
.env
in the root directory. Find your API Key and API Secret on the Vonage API Dashboard.Replace
YOUR_API_KEY
andYOUR_API_SECRET
with your actual credentials from the Vonage dashboard.Purpose: Using environment variables is crucial for security. It prevents hardcoding sensitive credentials directly into your source code.
dotenv
loads these variables intoprocess.env
when the application starts.2. Implementing Core Functionality (Vonage Verify API)
Now, let's write the core logic in
index.js
to interact with the Vonage Verify API.2.1 Initialize Express and Vonage SDK:
Open
index.js
and add the following setup code:Explanation:
require('dotenv').config();
: Loads variables from the.env
file. Crucial to do this early.express
,body-parser
, and theVonage
class from the SDK.express
app and sets theport
.Vonage
client using the API key and secret loaded fromprocess.env
. Includes a check to ensure the keys are present.bodyParser
middleware to correctly parse incoming JSON and URL-encoded request bodies.verificationRequests
: A simple JavaScript object used as temporary storage to map phone numbers to therequest_id
returned by Vonage. Note: This is for demonstration only. In a production system, you would typically store thisrequest_id
associated with the user's session or in a more persistent store like a database or Redis cache, linked to the user attempting verification.2.2 Implement OTP Request Route (
/request-otp
):Add the following route handler in
index.js
within the// --- Routes ---
section:Explanation:
POST
route at/request-otp
.phoneNumber
from the JSON request body (req.body
). Validates its presence.vonage.verify.start()
:number
: The destination phone number (ideally in E.164 format, e.g.,+14155552671
).brand
: A name that identifies your application in the SMS message (e.g., ""YourAppName Code is 1234""). You MUST customize this value.async/await
to handle the promise returned by the SDK.result.status
:'0'
means success. Other statuses indicate errors (see Vonage Verify API documentation for details).status === '0'
):result.request_id
in our temporaryverificationRequests
object, keyed by the phone number.request_id
server-side.request_id
back to the client in this response. The client doesn't need it yet, and exposing it unnecessarily could be a minor security risk. The frontend should prompt the user for the code based on this success response.status !== '0'
): Logs the specific error text from Vonage and returns a 500 status (or a more specific one if you map Vonage errors) with the error message.2.3 Implement OTP Check Route (
/check-otp
):Add the route handler for verifying the code submitted by the user:
Explanation:
POST
route at/check-otp
.phoneNumber
and the submittedcode
from the request body. Validates their presence.requestId
: Looks up therequest_id
from our temporaryverificationRequests
storage using thephoneNumber
. Returns a 404 if not found (the user might be trying to verify without requesting first, or the temporary entry expired/was cleared).vonage.verify.check()
:requestId
.code
submitted by the user.async/await
for the promise.result.status
:'0'
means the code was correct and the verification succeeded.status === '0'
):requestId
entry fromverificationRequests
to prevent reuse.status !== '0'
):requestId
on certain final failures like expiry or too many attempts.3. Building a complete API layer
We have already defined the core API endpoints:
POST /request-otp
: Initiates the verification process.POST /check-otp
: Verifies the submitted code.API Documentation & Testing Examples:
Here are examples using
curl
to test the endpoints. Replace placeholders accordingly.3.1 Test Requesting an OTP:
(Replace
+14155552671
with a real phone number you can receive SMS on, in E.164 format)Expected Success Response (200 OK):
(You should receive an SMS on the target phone)
Example Error Response (400 Bad Request - Missing phone number):
3.2 Test Checking an OTP:
(Use the same phone number as above and the code received via SMS)
Expected Success Response (200 OK):
Example Error Response (401 Unauthorized - Wrong Code):
(Submit an incorrect code)
Example Error Response (404 Not Found - No pending request):
(Try to verify without requesting first, or after a successful verification)
Authentication/Authorization:
This basic guide doesn't implement user authentication before allowing 2FA setup/verification. In a real application:
/request-otp
endpoint should likely be protected. A user should typically be logged in (first factor authenticated) before they can request an OTP for their registered phone number./check-otp
endpoint also needs context, usually tied to the user's session who initiated the request. You wouldn't want one user verifying another user's OTP attempt.4. Integrating with Vonage (Third-Party Service)
We've already integrated the Vonage SDK. This section details the configuration aspects.
Configuration Steps:
.env
file in your project root, as shown in Step 1.6.dotenv
package (require('dotenv').config();
) at the start of yourindex.js
to load these intoprocess.env
.Environment Variables Explained:
VONAGE_API_KEY
: Your public Vonage API key. Identifies your account when making API requests.a1b2c3d4
).VONAGE_API_SECRET
: Your private Vonage API secret. Used to authenticate your API requests. Keep this confidential.e5f6g7h8i9j0k1l2
).PORT
(Optional): The port your Express server will listen on.3000
).Fallback Mechanisms:
The Vonage Verify API has built-in fallback mechanisms. By default (
workflow_id: 1
), it tries:If the user doesn't receive the SMS, they might receive a phone call reading out the code. You can customize this behavior using different
workflow_id
values when callingvonage.verify.start()
. Consult the Vonage Verify API documentation for available workflows. For service outages on Vonage's side, you would need broader application-level error handling or potentially integrate a secondary provider (which adds significant complexity).5. Error Handling, Logging, and Retry Mechanisms
Error Handling Strategy:
phoneNumber
,code
) early and return 400 Bad Request errors. Use validation libraries for robustness (see Security section).try...catch
blocks around allvonage
SDK calls to handle network issues or unexpected SDK exceptions.result.status
andresult.error_text
from Vonage responses within thetry
block. Map non-'0' statuses to appropriate HTTP error codes (e.g., 401 for failed verification, 500 or 502 for upstream Vonage issues).catch
block handles unexpected exceptions. Log detailed error information and return a generic 500 Internal Server Error.Logging:
We are using basic
console.log
,console.warn
, andconsole.error
.Production Logging: Use a dedicated logging library like
winston
orpino
.phoneNumber
orrequestId
where appropriate, being mindful of PII).Retry Mechanisms:
start
orcheck
), you could implement a retry mechanism (e.g., using a library likeasync-retry
or a simple loop with exponential backoff) within yourcatch
blocks for specific error types (like network timeouts). However:start
: Be cautious, as this might trigger multiple OTPs (though Vonage might cancel previous ones). Usually better to let the user retry manually.check
: Generally safer, but ensure idempotency if possible./request-otp
).Testing Error Scenarios:
/request-otp
-> Expect 400./request-otp
-> Expect Vonage API error (e.g., status '3') returned as 500 or mapped error./check-otp
-> Expect 400./check-otp
-> Expect 401 (Vonage status '6')./check-otp
-> Expect 401 (Vonage status '16').request_id
that doesn't exist (e.g., after successful check) -> Expect 404 from your API.request_id
format -> Expect SDK error caught and returned as 500, or potentially a specific Vonage error (status '101').6. Database Schema and Data Layer
For this basic implementation, we used a simple in-memory JavaScript object (
verificationRequests
). This is not suitable for production.Why a Persistent Store is Needed:
request_id
to the specific user session or user account attempting verification, not just the phone number (as multiple users might share a number temporarily, or one user might have multiple sessions).Recommended Approach (using a Database or Cache):
Database Schema (Conceptual Example): If you have a
Users
table, you might add columns to temporarily store verification details, or use a separate table.Adding to User Table (Example - PostgreSQL): Note:
SERIAL
is PostgreSQL-specific; useAUTO_INCREMENT
(MySQL) or equivalent for other databases.Data Layer Logic:
/request-otp
:user_id
.vonage.verify.start()
with the user's registered phone number.request_id
(and optionally calculate/store expiry time) in thepending_verification_request_id
column for that specificuser_id
. Clear any previous pending ID for that user./check-otp
:user_id
.pending_verification_request_id
from the user's record in the database based onuser_id
. If not found, return 404/error.verification_request_expires_at
if stored, return error if expired before calling Vonage.vonage.verify.check()
with the retrievedrequest_id
and the user-submittedcode
.pending_verification_request_id
(set toNULL
) and expiry in the database. Update the user's session/state to indicate 2FA completion.pending_verification_request_id
after too many failed attempts or expiry reported by Vonage.Alternative (Cache - e.g., Redis):
verification:user_id:<user_id>
containing therequest_id
, orverification:request_id:<request_id>
containing theuser_id
.user_id
to retrieve the expectedrequest_id
.Migrations/Data Access:
Use an ORM (like Sequelize, Prisma, TypeORM) or a query builder (like Knex.js) to manage database interactions and schema migrations in a structured way.
schema.prisma
, useprisma migrate dev
to apply changes, use Prisma Client for type-safe data access.sequelize db:migrate
), use model methods.