codat-bankfeeds 11.1.0

Set up bank feeds from accounts in your application to supported accounting software.

Bank Feeds

Bank Feeds API enables your SMB users to set up bank feeds from accounts in your application to supported accounting software.

Summary

Bank Feeds: Bank Feeds solution enables your SMB users to set up bank feeds from accounts in your application to supported accounting software.

A bank feed is a connection between a source bank account in your application and a target bank account in a supported accounting software.

Explore solution | See OpenAPI spec

---

Endpoints

Endpoints	Description
Companies	Create and manage your SMB users' companies.
Connections	Create new and manage existing data connections for a company.
Source accounts	Provide and manage lists of source bank accounts.
Account mapping	Extra functionality for building an account management UI.
Company information	Get detailed information about a company from the underlying platform.
Transactions	Create new bank account transactions for a company's connections, and see previous operations.

Table of Contents

• Bank Feeds
  • Endpoints
  • SDK Installation
  • Example Usage
  • IDE Support
  • SDK Example Usage
  • Available Resources and Operations
  • File uploads
  • Retries
  • Error Handling
  • Server Selection
  • Custom HTTP Client
  • Authentication
  • Resource Management
  • Debugging
  • Support

SDK Installation

[!NOTE] Python version upgrade policy

Once a Python version reaches its official end of life date, a 3-month grace period is provided for users to upgrade. Following this grace period, the minimum python version supported in the SDK will be updated.

The SDK can be installed with either pip or poetry package managers.

PIP

PIP is the default package installer for Python, enabling easy installation and management of packages from PyPI via the command line.

pip install codat-bankfeeds

Poetry

Poetry is a modern tool that simplifies dependency management and package publishing by using a single pyproject.toml file to handle project metadata and dependencies.

poetry add codat-bankfeeds

Shell and script usage with uv

You can use this SDK in a Python shell with uv and the uvx command that comes with it like so:

uvx --from codat-bankfeeds python

It's also possible to write a standalone Python script without needing to set up a whole project like so:

#!/usr/bin/env -S uv run --script
# /// script
# requires-python = ">=3.9"
# dependencies = [
#     "codat-bankfeeds",
# ]
# ///

from codat_bankfeeds import CodatBankFeeds

sdk = CodatBankFeeds(
  # SDK arguments
)

# Rest of script here...

Once that is saved to a file, you can run it with uv run script.py where script.py can be replaced with the actual file name.

Example Usage

IDE Support

PyCharm

Generally, the SDK will work well with most IDEs out of the box. However, when using PyCharm, you can enjoy much better integration with Pydantic by installing an additional plugin.

• PyCharm Pydantic Plugin

SDK Example Usage

Example

# Synchronous Example
from codat_bankfeeds import CodatBankFeeds
from codat_bankfeeds.models import shared
from decimal import Decimal


with CodatBankFeeds() as codat_bank_feeds:

    codat_bank_feeds.bank_feeds_source_account_connected(request={
        "event_type": "bankFeeds.sourceAccount.connected",
        "generated_date": "2022-10-23T00:00:00Z",
        "id": "ba29118f-5406-4e59-b05c-ba307ca38d01",
        "payload": {
            "connection_id": "2e9d2c44-f675-40ba-8049-353bfcb5e171",
            "reference_company": {
                "description": "Requested early access to the new financing scheme.",
                "id": "0498e921-9b53-4396-a412-4f2f5983b0a2",
                "links": {
                    "portal": "https://app.codat.io/companies/0498e921-9b53-4396-a412-4f2f5983b0a2/summary",
                },
                "name": "Toft stores",
            },
            "source_account": {
                "account_name": "account-081",
                "account_number": "12345678",
                "balance": Decimal("99.99"),
                "currency": "GBP",
                "id": "acc-002",
                "modified_date": "2023-01-09T14:14:14.105Z",
                "sort_code": "040004",
                "status": shared.Status.PENDING,
            },
        },
    })

    # Use the SDK ...

The same SDK client can also be used to make asychronous requests by importing asyncio.

# Asynchronous Example
import asyncio
from codat_bankfeeds import CodatBankFeeds
from codat_bankfeeds.models import shared
from decimal import Decimal

async def main():

    async with CodatBankFeeds() as codat_bank_feeds:

        await codat_bank_feeds.bank_feeds_source_account_connected_async(request={
            "event_type": "bankFeeds.sourceAccount.connected",
            "generated_date": "2022-10-23T00:00:00Z",
            "id": "ba29118f-5406-4e59-b05c-ba307ca38d01",
            "payload": {
                "connection_id": "2e9d2c44-f675-40ba-8049-353bfcb5e171",
                "reference_company": {
                    "description": "Requested early access to the new financing scheme.",
                    "id": "0498e921-9b53-4396-a412-4f2f5983b0a2",
                    "links": {
                        "portal": "https://app.codat.io/companies/0498e921-9b53-4396-a412-4f2f5983b0a2/summary",
                    },
                    "name": "Toft stores",
                },
                "source_account": {
                    "account_name": "account-081",
                    "account_number": "12345678",
                    "balance": Decimal("99.99"),
                    "currency": "GBP",
                    "id": "acc-002",
                    "modified_date": "2023-01-09T14:14:14.105Z",
                    "sort_code": "040004",
                    "status": shared.Status.PENDING,
                },
            },
        })

        # Use the SDK ...

asyncio.run(main())

Available Resources and Operations

Available methods

account_mapping

• create - Create bank feed account mapping
• get - List bank feed accounts

bank_accounts

• create - Create bank account
• get_create_model - Get create/update bank account model
• list - List bank accounts

companies

• create - Create company
• delete - Delete a company
• get - Get company
• get_access_token - Get company access token
• list - List companies
• replace - Replace company
• update - Update company

company_information

• get - Get company information

configuration

• get - Get configuration
• set - Set configuration

connections

• create - Create connection
• delete - Delete connection
• get - Get connection
• list - List connections
• unlink - Unlink connection

source_accounts

• create - Create single source account
• create_batch - Create source accounts
• delete - Delete source account
• delete_credentials - Delete all source account credentials
• generate_credentials - Generate source account credentials
• list - List source accounts
• update - Update source account

sync

• get_last_successful_sync - Get last successful sync

transactions

• create - Create bank transactions
• get_create_model - Get create bank transactions model
• get_create_operation - Get create operation
• list_create_operations - List create operations

File uploads

Certain SDK methods accept file objects as part of a request body or multi-part request. It is possible and typically recommended to upload files as a stream rather than reading the entire contents into memory. This avoids excessive memory consumption and potentially crashing with out-of-memory errors when working with very large files. The following example demonstrates how to attach a file stream to a request.

[!TIP]

For endpoints that handle file uploads bytes arrays can also be used. However, using streams is recommended for large files.

from codat_bankfeeds import CodatBankFeeds
from codat_bankfeeds.models import shared


with CodatBankFeeds(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
) as codat_bank_feeds:

    res = codat_bank_feeds.source_accounts.generate_credentials(request={
        "request_body": open("example.file", "rb"),
        "company_id": "8a210b68-6988-11ed-a1eb-0242ac120002",
        "connection_id": "2e9d2c44-f675-40ba-8049-353bfcb5e171",
    })

    assert res is not None

    # Handle response
    print(res)

Retries

Some of the endpoints in this SDK support retries. If you use the SDK without any configuration, it will fall back to the default retry strategy provided by the API. However, the default retry strategy can be overridden on a per-operation basis, or across the entire SDK.

To change the default retry strategy for a single API call, simply provide a RetryConfig object to the call:

from codat_bankfeeds import CodatBankFeeds
from codat_bankfeeds.models import shared
from codat_bankfeeds.utils import BackoffStrategy, RetryConfig


with CodatBankFeeds(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
) as codat_bank_feeds:

    res = codat_bank_feeds.companies.create(request={
        "name": "Technicalium",
    },
        RetryConfig("backoff", BackoffStrategy(1, 50, 1.1, 100), False))

    assert res is not None

    # Handle response
    print(res)

If you'd like to override the default retry strategy for all operations that support retries, you can use the retry_config optional parameter when initializing the SDK:

from codat_bankfeeds import CodatBankFeeds
from codat_bankfeeds.models import shared
from codat_bankfeeds.utils import BackoffStrategy, RetryConfig


with CodatBankFeeds(
    retry_config=RetryConfig("backoff", BackoffStrategy(1, 50, 1.1, 100), False),
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
) as codat_bank_feeds:

    res = codat_bank_feeds.companies.create(request={
        "name": "Technicalium",
    })

    assert res is not None

    # Handle response
    print(res)

Error Handling

Handling errors in this SDK should largely match your expectations. All operations return a response object or raise an exception.

By default, an API error will raise a errors.SDKError exception, which has the following properties:

Property	Type	Description
.status_code	int	The HTTP status code
.message	str	The error message
.raw_response	httpx.Response	The raw HTTP response
.body	str	The response content

When custom error responses are specified for an operation, the SDK may also raise their associated exceptions. You can refer to respective Errors tables in SDK docs for more details on possible exception types for each operation. For example, the create_async method may raise the following exceptions:

Error Type	Status Code	Content Type
errors.ErrorMessage	400, 401, 402, 403, 429	application/json
errors.ErrorMessage	500, 503	application/json
errors.SDKError	4XX, 5XX	*/*

Example

from codat_bankfeeds import CodatBankFeeds
from codat_bankfeeds.models import errors, shared


with CodatBankFeeds(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
) as codat_bank_feeds:
    res = None
    try:

        res = codat_bank_feeds.companies.create(request={
            "name": "Technicalium",
        })

        assert res is not None

        # Handle response
        print(res)

    except errors.ErrorMessage as e:
        # handle e.data: errors.ErrorMessageData
        raise(e)
    except errors.ErrorMessage as e:
        # handle e.data: errors.ErrorMessageData
        raise(e)
    except errors.SDKError as e:
        # handle exception
        raise(e)

Server Selection

Override Server URL Per-Client

The default server can be overridden globally by passing a URL to the server_url: str optional parameter when initializing the SDK client instance. For example:

from codat_bankfeeds import CodatBankFeeds
from codat_bankfeeds.models import shared


with CodatBankFeeds(
    server_url="https://api.codat.io",
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
) as codat_bank_feeds:

    res = codat_bank_feeds.companies.create(request={
        "name": "Technicalium",
    })

    assert res is not None

    # Handle response
    print(res)

Custom HTTP Client

The Python SDK makes API calls using the httpx HTTP library. In order to provide a convenient way to configure timeouts, cookies, proxies, custom headers, and other low-level configuration, you can initialize the SDK client with your own HTTP client instance. Depending on whether you are using the sync or async version of the SDK, you can pass an instance of HttpClient or AsyncHttpClient respectively, which are Protocol's ensuring that the client has the necessary methods to make API calls. This allows you to wrap the client with your own custom logic, such as adding custom headers, logging, or error handling, or you can just pass an instance of httpx.Client or httpx.AsyncClient directly.

For example, you could specify a header for every request that this sdk makes as follows:

from codat_bankfeeds import CodatBankFeeds
import httpx

http_client = httpx.Client(headers={"x-custom-header": "someValue"})
s = CodatBankFeeds(client=http_client)

or you could wrap the client with your own custom logic:

from codat_bankfeeds import CodatBankFeeds
from codat_bankfeeds.httpclient import AsyncHttpClient
import httpx

class CustomClient(AsyncHttpClient):
    client: AsyncHttpClient

    def __init__(self, client: AsyncHttpClient):
        self.client = client

    async def send(
        self,
        request: httpx.Request,
        *,
        stream: bool = False,
        auth: Union[
            httpx._types.AuthTypes, httpx._client.UseClientDefault, None
        ] = httpx.USE_CLIENT_DEFAULT,
        follow_redirects: Union[
            bool, httpx._client.UseClientDefault
        ] = httpx.USE_CLIENT_DEFAULT,
    ) -> httpx.Response:
        request.headers["Client-Level-Header"] = "added by client"

        return await self.client.send(
            request, stream=stream, auth=auth, follow_redirects=follow_redirects
        )

    def build_request(
        self,
        method: str,
        url: httpx._types.URLTypes,
        *,
        content: Optional[httpx._types.RequestContent] = None,
        data: Optional[httpx._types.RequestData] = None,
        files: Optional[httpx._types.RequestFiles] = None,
        json: Optional[Any] = None,
        params: Optional[httpx._types.QueryParamTypes] = None,
        headers: Optional[httpx._types.HeaderTypes] = None,
        cookies: Optional[httpx._types.CookieTypes] = None,
        timeout: Union[
            httpx._types.TimeoutTypes, httpx._client.UseClientDefault
        ] = httpx.USE_CLIENT_DEFAULT,
        extensions: Optional[httpx._types.RequestExtensions] = None,
    ) -> httpx.Request:
        return self.client.build_request(
            method,
            url,
            content=content,
            data=data,
            files=files,
            json=json,
            params=params,
            headers=headers,
            cookies=cookies,
            timeout=timeout,
            extensions=extensions,
        )

s = CodatBankFeeds(async_client=CustomClient(httpx.AsyncClient()))

Authentication

Per-Client Security Schemes

This SDK supports the following security scheme globally:

Name	Type	Scheme
auth_header	apiKey	API key

You can set the security parameters through the security optional parameter when initializing the SDK client instance. For example:

from codat_bankfeeds import CodatBankFeeds
from codat_bankfeeds.models import shared


with CodatBankFeeds(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
) as codat_bank_feeds:

    res = codat_bank_feeds.companies.create(request={
        "name": "Technicalium",
    })

    assert res is not None

    # Handle response
    print(res)

Resource Management

The CodatBankFeeds class implements the context manager protocol and registers a finalizer function to close the underlying sync and async HTTPX clients it uses under the hood. This will close HTTP connections, release memory and free up other resources held by the SDK. In short-lived Python programs and notebooks that make a few SDK method calls, resource management may not be a concern. However, in longer-lived programs, it is beneficial to create a single SDK instance via a context manager and reuse it across the application.

from codat_bankfeeds import CodatBankFeeds
from codat_bankfeeds.models import shared
def main():

    with CodatBankFeeds(
        security=shared.Security(
            auth_header="Basic BASE_64_ENCODED(API_KEY)",
        ),
    ) as codat_bank_feeds:
        # Rest of application here...


# Or when using async:
async def amain():

    async with CodatBankFeeds(
        security=shared.Security(
            auth_header="Basic BASE_64_ENCODED(API_KEY)",
        ),
    ) as codat_bank_feeds:
        # Rest of application here...

Debugging

You can setup your SDK to emit debug logs for SDK requests and responses.

You can pass your own logger class directly into your SDK.

from codat_bankfeeds import CodatBankFeeds
import logging

logging.basicConfig(level=logging.DEBUG)
s = CodatBankFeeds(debug_logger=logging.getLogger("codat_bankfeeds"))

Support

If you encounter any challenges while utilizing our SDKs, please don't hesitate to reach out for assistance. You can raise any issues by contacting your dedicated Codat representative or reaching out to our support team. We're here to help ensure a smooth experience for you.

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