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swapper-integration skill

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This skill guides you through researching, integrating, and testing a new swapper, aligning with ShapeShift Web patterns for fast deployment.

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---
name: swapper-integration
description: Integrate new DEX aggregators, swappers, or bridge protocols (like Bebop, Portals, Jupiter, 0x, 1inch, etc.) into ShapeShift Web. Activates when user wants to add, integrate, or implement support for a new swapper. Guides through research, implementation, and testing following established patterns.
allowed-tools: Read, Write, Edit, Grep, Glob, Bash(yarn test:*), Bash(yarn lint:*), Bash(yarn type-check), Bash(yarn build:*)
---

# Swapper Integration Skill

You are helping integrate a new DEX aggregator, swapper, or bridge into ShapeShift Web. This skill guides you through the complete process from research to testing.

## When This Skill Activates

Use this skill when the user wants to:
- "Integrate [SwapperName] swapper"
- "Add support for [Protocol]"
- "Implement [DEX] integration"
- "Add [Aggregator] as a swapper"

## Overview

ShapeShift Web supports multiple swap aggregators through a unified swapper interface located in `packages/swapper/src/swappers/`. Each swapper follows consistent patterns, but has variations based on its type (EVM, Solana, cross-chain, gasless, etc.).

**Your task**: Research existing swappers to understand patterns, then adapt them for the new integration.

## Workflow

### Phase 1: Information Gathering

Before starting implementation, collect ALL required information from the user.

**Use the `AskUserQuestion` tool to interactively gather this information with structured prompts.**

**Ask the user for:**

1. **API Documentation**
   - Link to official API documentation (main docs)
   - Link to Swagger/OpenAPI specification (separate link, if available)
   - API base URL
   - Authentication method (API key? signature? none?)
   - **If API key needed**: Obtain production API key to add to `.env.base`
   - Rate limiting details

2. **Supported Networks**
   - Which blockchains (Ethereum, Polygon, Arbitrum, Solana, etc.)?
   - Any network-specific limitations?
   - Chain naming convention (e.g., "ethereum" vs "1" vs "mainnet")

3. **API Behavior**
   - **CRITICAL**: How does slippage work? (percentage like 1=1%? decimal like 0.01=1%? basis points like 100=1%?)
   - Does it require checksummed addresses?
   - How are native tokens handled? (special marker address? omit field?)
   - Minimum/maximum trade amounts?
   - Quote expiration time?

4. **Brand Assets**
   - Official swapper name (exact capitalization)
   - Logo/icon file or link (PNG preferred, 128x128 or larger)
   - Brand colors (optional)

5. **Reference Materials** (helpful but optional)
   - Example integrations on GitHub
   - Sample curl requests + responses from their dApp
   - Known quirks or gotchas
   - Community/support contact

**Action**: Stop and gather this information before proceeding. Missing details cause bugs later.

---

### Phase 2: Research & Understanding

**IMPORTANT**: Don't guess at implementation details. Research thoroughly before coding.

#### Step 0: Study the API Documentation

**Before looking at code**, understand the swapper's API:

1. **Read the official docs** (link from Phase 1)
   - How does the API work?
   - What endpoints are available?
   - What's the request/response format?
   - Any special requirements or quirks?

2. **Study the Swagger/OpenAPI spec** (if available)
   - Exact request parameters
   - Response schema
   - Error formats
   - Example requests/responses

3. **Key things to verify**:
   - How is slippage formatted in requests?
   - Are addresses checksummed in examples?
   - How are native tokens represented?
   - What does a successful quote response look like?
   - What error responses can occur?

**Try making a test curl request** if possible to see real responses.

#### Step 1: Explore Existing Swappers

Now that you understand the API, see how existing swappers work:

#### Step 1: Explore the swappers directory

```bash
# List all existing swappers
ls packages/swapper/src/swappers/
```

You'll see swappers like:
- BebopSwapper
- ZrxSwapper
- CowSwapper
- PortalsSwapper
- JupiterSwapper
- ThorchainSwapper
- And others...

#### Step 2: Identify similar swappers

Based on what you gathered in Phase 1, determine which swapper type yours is:

**EVM Single-Hop** (most common):
- Same-chain swaps only
- Standard transaction signing
- Examples: BebopSwapper, ZrxSwapper, PortalsSwapper

**Gasless / Order-Based**:
- Sign message instead of transaction
- No gas fees
- Examples: CowSwapper

**Solana-Only**:
- Solana ecosystem
- Different execution model
- Examples: JupiterSwapper

**Cross-Chain / Multi-Hop**:
- Bridge or cross-chain swaps
- May have multiple steps
- Examples: ThorchainSwapper, ChainflipSwapper

**Bridge-Specific**:
- Focus on bridging, not swapping
- Examples: ArbitrumBridgeSwapper, RelaySwapper

#### Step 3: Study similar swappers

Pick 2-3 similar swappers and read their implementations:

```
# Example: If building an EVM aggregator, study these:
@packages/swapper/src/swappers/BebopSwapper/BebopSwapper.ts
@packages/swapper/src/swappers/BebopSwapper/endpoints.ts
@packages/swapper/src/swappers/BebopSwapper/types.ts
@packages/swapper/src/swappers/BebopSwapper/INTEGRATION.md

@packages/swapper/src/swappers/ZrxSwapper/ZrxSwapper.ts
@packages/swapper/src/swappers/PortalsSwapper/PortalsSwapper.ts
```

**Pay attention to:**
- File structure
- How they call their APIs
- How they handle errors
- How they calculate rates and fees
- Special handling (checksumming, hex conversion, etc.)

#### Step 4: Read supporting documentation

Consult the skill's reference materials:
- `@reference.md` - General swapper architecture and patterns
- `@common-gotchas.md` - Critical bugs to avoid
- `@examples.md` - Code templates

---

### Phase 3: Implementation

Follow the pattern established by similar swappers. Don't reinvent the wheel.

#### Step 1: Create directory structure

Create `packages/swapper/src/swappers/[SwapperName]Swapper/`

**For most EVM swappers**, create:
```
[SwapperName]Swapper/
├── index.ts
├── [SwapperName]Swapper.ts
├── endpoints.ts
├── types.ts
├── get[SwapperName]TradeQuote/
│   └── get[SwapperName]TradeQuote.ts
├── get[SwapperName]TradeRate/
│   └── get[SwapperName]TradeRate.ts
└── utils/
    ├── constants.ts
    ├── [swapperName]Service.ts
    ├── fetchFrom[SwapperName].ts
    └── helpers/
        └── helpers.ts
```

**Check** `@examples.md` for structure templates.

#### Step 2: Implement core files

**Order** (follow this sequence):

1. **`types.ts`**: Define TypeScript interfaces based on API responses
2. **`utils/constants.ts`**: Supported chains, default slippage, native token markers
3. **`utils/helpers/helpers.ts`**: Helper functions (validation, rate calculation)
4. **`utils/[swapperName]Service.ts`**: HTTP service wrapper
5. **`utils/fetchFrom[SwapperName].ts`**: API fetch functions
6. **`get[SwapperName]TradeQuote.ts`**: Quote logic
7. **`get[SwapperName]TradeRate.ts`**: Rate logic
8. **`endpoints.ts`**: Wire up SwapperApi interface
9. **`[SwapperName]Swapper.ts`**: Main swapper class
10. **`index.ts`**: Exports

**Refer to** `@examples.md` for code templates. **Copy patterns** from similar existing swappers.

#### Step 3: Add Swapper-Specific Metadata (ONLY if needed)

**When is metadata needed?**
- Deposit-to-address swappers (Chainflip, NEAR Intents) - need deposit address, swap ID for status polling
- Order-based swappers (CowSwap) - need order ID for status tracking
- Any swapper that requires tracking state between quote → execution → status polling

**When is metadata NOT needed?**
- Direct transaction swappers (Bebop, 0x, Portals) - transaction is built from quote, no async tracking needed
- Same-chain aggregators where transaction hash is sufficient for status tracking
- Most EVM-only swappers that return transaction data directly

**If your swapper doesn't need async status polling or deposit addresses, skip this step!**

**Three places to add metadata:**

**a. Define types** (`packages/swapper/src/types.ts`):

Add to `TradeQuoteStep` type:
```typescript
export type TradeQuoteStep = {
  // ... existing fields
  [swapperName]Specific?: {
    depositAddress: string
    swapId: number
    // ... other swapper-specific fields
  }
}
```

Add to `SwapperSpecificMetadata` type (for swap storage):
```typescript
export type SwapperSpecificMetadata = {
  chainflipSwapId: number | undefined
  nearIntentsSpecific?: {
    depositAddress: string
    depositMemo?: string
    timeEstimate: number
    deadline: string
  }
  // Add your swapper's metadata here
  [swapperName]Specific?: {
    // ... fields needed for status polling
  }
  // ... other fields
}
```

**b. Populate in quote** (`packages/swapper/src/swappers/[Swapper]/swapperApi/getTradeQuote.ts`):

Store metadata in the TradeQuoteStep:
```typescript
const tradeQuote: TradeQuote = {
  // ... other fields
  steps: [{
    // ... step fields
    [swapperName]Specific: {
      depositAddress: response.depositAddress,
      swapId: response.id,
      // ... other data needed later
    }
  }]
}
```

**c. Extract into swap** (TWO places required!):

**Place 1**: `src/components/MultiHopTrade/components/TradeConfirm/hooks/useTradeButtonProps.tsx`

Add to metadata object around line 114-126:
```typescript
metadata: {
  chainflipSwapId: firstStep?.chainflipSpecific?.chainflipSwapId,
  nearIntentsSpecific: firstStep?.nearIntentsSpecific,
  // Add your swapper's metadata extraction here:
  [swapperName]Specific: firstStep?.[swapperName]Specific,
  relayTransactionMetadata: firstStep?.relayTransactionMetadata,
  stepIndex: currentHopIndex,
  quoteId: activeQuote.id,
  streamingSwapMetadata: { ... }
}
```

**Place 2**: `src/lib/tradeExecution.ts` (CRITICAL - often forgotten!)

Add to metadata object around line 156-161:
```typescript
metadata: {
  ...swap.metadata,
  chainflipSwapId: tradeQuote.steps[0]?.chainflipSpecific?.chainflipSwapId,
  nearIntentsSpecific: tradeQuote.steps[0]?.nearIntentsSpecific,
  // Add your swapper's metadata extraction here:
  [swapperName]Specific: tradeQuote.steps[0]?.[swapperName]Specific,
  relayTransactionMetadata: tradeQuote.steps[0]?.relayTransactionMetadata,
  stepIndex,
}
```

**Why both places?**
- `useTradeButtonProps` creates the initial swap (before wallet signature)
- `tradeExecution` updates the swap during execution (after wallet signature, with actual tradeQuote)
- If you only add to one place, metadata will be missing!

**d. Access in status check** (`packages/swapper/src/swappers/[Swapper]/endpoints.ts`):

```typescript
checkTradeStatus: async ({ config, swap }) => {
  const { [swapperName]Specific } = swap?.metadata ?? {}

  if (![swapperName]Specific?.swapId) {
    throw new Error('swapId is required for status check')
  }

  // Use metadata to poll API
  const status = await api.getStatus([swapperName]Specific.swapId)
  // ...
}
```

**Example: NEAR Intents metadata flow**
```
1. Quote: Store in step.nearIntentsSpecific.depositAddress
2. Swap creation: Extract to swap.metadata.nearIntentsSpecific
3. Status check: Read from swap.metadata.nearIntentsSpecific.depositAddress
```

#### Step 4: Register the swapper

Update these files to register your new swapper:

1. **`packages/swapper/src/constants.ts`**
   - Add to `SwapperName` enum
   - Add to `swappers` record
   - Add default slippage

2. **`packages/swapper/src/index.ts`**
   - Export new swapper

3. **`packages/swapper/src/types.ts`**
   - Add API config fields (if not already done in metadata step)

4. **CSP Headers** (if swapper calls external API):
   - Create `headers/csps/defi/swappers/[SwapperName].ts`:
     ```typescript
     import type { Csp } from '../../../types'

     export const csp: Csp = {
       'connect-src': ['https://api.[swapper].com'],
     }
     ```
   - Register in `headers/csps/index.ts`:
     ```typescript
     import { csp as [swapperName] } from './defi/swappers/[SwapperName]'

     export const csps = [
       // ... other csps
       [swapperName],
     ]
     ```

5. **UI Integration** (`src/`):

   **a. Add swapper icon:**
   - Place icon file at: `src/components/MultiHopTrade/components/TradeInput/components/SwapperIcon/[swapper]-icon.png`
   - Recommended: 128x128 PNG with transparent background

   **b. Update SwapperIcon component:**
   - File: `src/components/MultiHopTrade/components/TradeInput/components/SwapperIcon/SwapperIcon.tsx`
   - Import icon: `import [swapperName]Icon from './[swapper]-icon.png'`
   - Add case to switch statement:
     ```typescript
     case SwapperName.[SwapperName]:
       return <Image src={[swapperName]Icon} />
     ```

   **c. Add feature flag (REQUIRED):**
   - File: `src/state/slices/preferencesSlice/preferencesSlice.ts`
   - Add to `FeatureFlags` type:
     ```typescript
     export type FeatureFlags = {
       // ...
       [SwapperName]Swap: boolean
     }
     ```
   - Add to initial state:
     ```typescript
     const initialState: Preferences = {
       featureFlags: {
         // ...
         [SwapperName]Swap: getConfig().VITE_FEATURE_[SWAPPER]_SWAP,
       }
     }
     ```

   **d. Wire up feature flag:**
   - File: `src/state/helpers.ts`
   - Add to `isCrossAccountTradeSupported` function parameter and switch statement (if swapper supports cross-account)
   - Add to `getEnabledSwappers` function:
     ```typescript
     export const getEnabledSwappers = (
       {
         [SwapperName]Swap,  // Add to destructured parameters
         ...otherFlags
       }: FeatureFlags,
       ...
     ): Record<SwapperName, boolean> => {
       return {
         // ...
         [SwapperName.[SwapperName]]:
           [SwapperName]Swap && (!isCrossAccountTrade || isCrossAccountTradeSupported(SwapperName.[SwapperName])),
       }
     }
     ```

   **e. Update test mocks (REQUIRED):**
   - File: `src/test/mocks/store.ts`
   - Add feature flag to mock featureFlags object:
     ```typescript
     featureFlags: {
       // ... other flags
       [SwapperName]Swap: false,
     }
     ```

6. **Configuration**:

   **Environment variables** - Follow naming conventions (e.g., Bebop):

   **`.env`** (base/production - both API key and feature flag OFF):
   ```bash
   # Bebop
   VITE_BEBOP_API_KEY=
   VITE_FEATURE_BEBOP_SWAP=false
   ```

   **`.env.development`** (development - feature flag ON):
   ```bash
   # Bebop
   VITE_BEBOP_API_KEY=your-dev-api-key-here
   VITE_FEATURE_BEBOP_SWAP=true
   ```

   **Naming pattern**:
   - API key: `VITE_[SWAPPER]_API_KEY` (in both `.env` and `.env.development`)
   - Feature flag: `VITE_FEATURE_[SWAPPER]_SWAP` (`.env` = false, `.env.development` = true)
   - Other config: `VITE_[SWAPPER]_BASE_URL` (if needed, both files)
   - **Config file** (`src/config.ts`):
     ```typescript
     export const getConfig = (): Config => ({
       // ...
       VITE_[SWAPPER]_API_KEY: import.meta.env.VITE_[SWAPPER]_API_KEY || '',
       VITE_[SWAPPER]_BASE_URL: import.meta.env.VITE_[SWAPPER]_BASE_URL || '',
       VITE_FEATURE_[SWAPPER]_SWAP: parseBoolean(import.meta.env.VITE_FEATURE_[SWAPPER]_SWAP),
     })
     ```

#### Step 4: Check common gotchas

**Before testing**, review `@common-gotchas.md` to avoid known bugs:
- Slippage format issues
- Address checksumming
- Hex value conversion
- Response parsing errors
- Rate vs quote affiliate fee deltas

**Fix these proactively!**

---

### Phase 4: Testing & Validation

Run validation commands:

```bash
# Type checking
yarn type-check

# Linting
yarn lint

# Build
yarn build:swapper
```

**All must pass** before manual testing.

**Manual testing checklist**:
- [ ] Can fetch quotes successfully
- [ ] Rates display correctly
- [ ] Approval flow works (if needed)
- [ ] Transaction execution completes
- [ ] Error handling works (bad chain, insufficient liquidity, etc.)
- [ ] UI shows swapper correctly
- [ ] Feature flag toggles swapper on/off

See `@reference.md` for detailed testing strategies.

---

### Phase 5: Documentation

Create `packages/swapper/src/swappers/[SwapperName]Swapper/INTEGRATION.md`

Document:
1. API overview (URLs, auth, chains)
2. Key implementation details
3. Critical quirks or gotchas
4. Sample requests/responses
5. Testing notes

**Use BebopSwapper's INTEGRATION.md as a template.**

---

## Key Principles

1. **Research, don't guess**: Study existing swappers before coding
2. **Copy patterns**: Don't reinvent - adapt what works
3. **Read gotchas**: Avoid bugs others already fixed
4. **Test thoroughly**: Type check, lint, build, manual test
5. **Document quirks**: Help future maintainers

## Success Criteria

Integration is complete when:

✅ All validation commands pass (type-check, lint, build)
✅ Swapper appears in UI when feature flag is enabled
✅ Can successfully fetch quotes and execute trades
✅ Error cases handled gracefully
✅ Integration documentation written
✅ Code follows patterns from similar swappers

## Reference Files

- `@reference.md` - Swapper architecture and patterns
- `@examples.md` - Code templates
- `@common-gotchas.md` - Critical bugs to avoid

## Need Help?

If stuck:
1. Read similar swapper implementations
2. Check `@common-gotchas.md` for your specific issue
3. Grep for similar patterns in existing swappers
4. Ask user for clarification on API behavior

Overview

This skill helps you integrate a new DEX aggregator, swapper, or bridge protocol into ShapeShift Web by guiding research, implementation, and testing steps. It codifies established patterns for EVM, Solana, cross-chain, and order-based swappers so new integrations follow the same architecture and metadata flows. Use it to collect requirements, map to an existing swapper type, implement code and UI, and validate end-to-end behavior.

How this skill works

The skill walks you through three phases: information gathering, research/analysis of similar swappers, and implementation with registration and testing. It prescribes exact files, directory structure, type and metadata additions, CSP headers, feature flags, UI assets, and environment configuration. It enforces collecting API details (auth, slippage format, native token handling, rate limits) before any code is written to avoid subtle bugs.

When to use it

  • When you need to add support for a new DEX aggregator or bridge (e.g., 0x, 1inch, Jupiter, Bebop).
  • When implementing a swapper that has different execution models (EVM tx, Solana, order-based, or cross-chain).
  • When you must add quote → execution → status polling metadata for async swappers.
  • When onboarding a third-party API with keys, rate limits, or special token conventions.
  • When standardizing a swapper implementation to match ShapeShift Web patterns.

Best practices

  • Collect complete API docs and an example production API key before coding; missing details cause runtime failures.
  • Map the new protocol to the closest existing swapper type (EVM single-hop, order-based, Solana, cross-chain) and reuse patterns.
  • Implement types.ts first from the API/OpenAPI spec to avoid guessing response shapes.
  • Store swapper-specific metadata in TradeQuoteStep and propagate into swap.metadata in both pre-signature and post-signature flows.
  • Add CSP entries, icon assets, feature flags, and test mocks to avoid runtime CSP issues and to keep feature rollout controlled.
  • Write and run live curl tests against the API to confirm slippage format, native token handling, and error responses.

Example use cases

  • Add an EVM single-chain aggregator (e.g., 0x) by copying an EVM swapper template, implementing quote and tx builders, and registering the swapper.
  • Integrate a Solana-only aggregator (e.g., Jupiter) by following the Solana swapper patterns and Solana-specific types and execution flows.
  • Implement a bridge/cross-chain swapper that requires deposit addresses and async status polling; persist swap-specific metadata for tracking.
  • Add an order-based gasless swapper (e.g., CowSwap) that signs orders rather than transactions and requires order ID tracking.
  • Onboard a new aggregator that requires an API key: update .env variables, add CSP header, and gate with a feature flag.

FAQ

What minimum API details do I need before coding?

You must have API docs, base URL, auth method (and a production/test API key if needed), slippage format, chain support, native token handling, and rate limits.

When should I add swapper-specific metadata?

Add metadata when the swapper requires async tracking (deposit address, swap ID, or order ID). If the swapper returns an immediate transaction for on-chain execution, metadata is usually not needed.