codat-banking 0.29.0

Access standardized banking data from our banking integrations.

Banking

Use Codat's API to connect to your SMB customer's banks and pull up-to-date standardized account and transaction data from their bank accounts via our partner providers.

SDK Installation

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-banking

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-banking

Example Usage

SDK Example Usage

Example

# Synchronous Example
import codat_banking
from codat_banking import CodatBanking

s = CodatBanking(
    security=codat_banking.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

res = s.account_balances.list(request={
    "company_id": "8a210b68-6988-11ed-a1eb-0242ac120002",
    "connection_id": "2e9d2c44-f675-40ba-8049-353bfcb5e171",
    "order_by": "-modifiedDate",
    "page": 1,
    "page_size": 100,
    "query": "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
})

if res is not None:
    # handle response
    pass

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

# Asynchronous Example
import asyncio
import codat_banking
from codat_banking import CodatBanking

async def main():
    s = CodatBanking(
        security=codat_banking.Security(
            auth_header="Basic BASE_64_ENCODED(API_KEY)",
        ),
    )
    res = await s.account_balances.list_async(request={
        "company_id": "8a210b68-6988-11ed-a1eb-0242ac120002",
        "connection_id": "2e9d2c44-f675-40ba-8049-353bfcb5e171",
        "order_by": "-modifiedDate",
        "page": 1,
        "page_size": 100,
        "query": "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
    })
    if res is not None:
        # handle response
        pass

asyncio.run(main())

Available Resources and Operations

Available methods

account_balances

• list - List account balances

accounts

• get - Get account
• list - List accounts

transaction_categories

• get - Get transaction category
• list - List transaction categories

transactions

• get - Get bank transaction
• list - List transactions
• list_bank_transactions - List banking transactions :warning: Deprecated Use list instead.

Summary

Banking API: Codat's standardized API for accessing banking data.

New to Codat?

Our Banking API reference is relevant only to our existing clients. Please reach out to your Codat contact so that we can find the right product for you.

Codat's Banking API allows you to access standardised data from over bank accounts via third party providers.

Standardize how you connect to your customers’ bank accounts. Retrieve bank account and bank transaction data in the same way via our partnerships with Plaid and TrueLayer.

Endpoints

Endpoints	Description
Accounts	Where payments are made or received, and bank transactions are recorded.
Account balances	Balances for a bank account including end-of-day batch balance or running balances per transaction.
Transactions	An immutable source of up-to-date information on income and expenditure.
Transaction categories	Hierarchical categories associated with a transaction for greater contextual meaning to transaction activity.

Read more...

See our OpenAPI spec

Table of Contents

• SDK Installation
• IDE Support
• SDK Example Usage
• Available Resources and Operations
• Retries
• Error Handling
• Server Selection
• Custom HTTP Client
• Authentication
• Debugging

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

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:

import codat_banking
from codat_banking import CodatBanking
from codatbanking.utils import BackoffStrategy, RetryConfig

s = CodatBanking(
    security=codat_banking.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

res = s.account_balances.list(request={
    "company_id": "8a210b68-6988-11ed-a1eb-0242ac120002",
    "connection_id": "2e9d2c44-f675-40ba-8049-353bfcb5e171",
    "order_by": "-modifiedDate",
    "page": 1,
    "page_size": 100,
    "query": "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
},
    RetryConfig("backoff", BackoffStrategy(1, 50, 1.1, 100), False))

if res is not None:
    # handle response
    pass

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:

import codat_banking
from codat_banking import CodatBanking
from codatbanking.utils import BackoffStrategy, RetryConfig

s = CodatBanking(
    retry_config=RetryConfig("backoff", BackoffStrategy(1, 50, 1.1, 100), False),
    security=codat_banking.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

res = s.account_balances.list(request={
    "company_id": "8a210b68-6988-11ed-a1eb-0242ac120002",
    "connection_id": "2e9d2c44-f675-40ba-8049-353bfcb5e171",
    "order_by": "-modifiedDate",
    "page": 1,
    "page_size": 100,
    "query": "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
})

if res is not None:
    # handle response
    pass

Error Handling

Handling errors in this SDK should largely match your expectations. All operations return a response object or raise an error. If Error objects are specified in your OpenAPI Spec, the SDK will raise the appropriate Error type.

Error Object	Status Code	Content Type
models.ErrorMessage	400,401,402,403,404,409,429,500,503	application/json
models.SDKError	4xx-5xx	/

Example

import codat_banking
from codat_banking import CodatBanking, models

s = CodatBanking(
    security=codat_banking.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

res = None
try:
    res = s.account_balances.list(request={
        "company_id": "8a210b68-6988-11ed-a1eb-0242ac120002",
        "connection_id": "2e9d2c44-f675-40ba-8049-353bfcb5e171",
        "order_by": "-modifiedDate",
        "page": 1,
        "page_size": 100,
        "query": "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
    })

    if res is not None:
        # handle response
        pass

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

Server Selection

Select Server by Index

You can override the default server globally by passing a server index to the server_idx: int optional parameter when initializing the SDK client instance. The selected server will then be used as the default on the operations that use it. This table lists the indexes associated with the available servers:

#	Server	Variables
0	https://api.codat.io	None

Example

import codat_banking
from codat_banking import CodatBanking

s = CodatBanking(
    server_idx=0,
    security=codat_banking.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

res = s.account_balances.list(request={
    "company_id": "8a210b68-6988-11ed-a1eb-0242ac120002",
    "connection_id": "2e9d2c44-f675-40ba-8049-353bfcb5e171",
    "order_by": "-modifiedDate",
    "page": 1,
    "page_size": 100,
    "query": "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
})

if res is not None:
    # handle response
    pass

Override Server URL Per-Client

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

import codat_banking
from codat_banking import CodatBanking

s = CodatBanking(
    server_url="https://api.codat.io",
    security=codat_banking.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

res = s.account_balances.list(request={
    "company_id": "8a210b68-6988-11ed-a1eb-0242ac120002",
    "connection_id": "2e9d2c44-f675-40ba-8049-353bfcb5e171",
    "order_by": "-modifiedDate",
    "page": 1,
    "page_size": 100,
    "query": "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
})

if res is not None:
    # handle response
    pass

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_banking import CodatBanking
import httpx

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

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

from codat_banking import CodatBanking
from codat_banking.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 = CodatBanking(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:

import codat_banking
from codat_banking import CodatBanking

s = CodatBanking(
    security=codat_banking.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

res = s.account_balances.list(request={
    "company_id": "8a210b68-6988-11ed-a1eb-0242ac120002",
    "connection_id": "2e9d2c44-f675-40ba-8049-353bfcb5e171",
    "order_by": "-modifiedDate",
    "page": 1,
    "page_size": 100,
    "query": "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
})

if res is not None:
    # handle response
    pass

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_banking import CodatBanking
import logging

logging.basicConfig(level=logging.DEBUG)
s = CodatBanking(debug_logger=logging.getLogger("codat_banking"))

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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