finatic-server-python 1.0.0

Python SDK for Finatic Server API

Finatic Server SDK (Python)

Python SDK for server-side Finatic integrations.

Use this package to authenticate with Finatic from Python services, generate client tokens, and retrieve standardized broker-domain data.

Version lines (FDX v1)

Version	API surface	Use when
1.0.0	/api/v1/* via FinaticServer.v1	New account-grant integrations

The 1.0 line does not ship generated beta broker/company clients, connection-first models, or inactive position-lot types. The generated transport source is maintained for the account-first v1/session surface used by the public facade.

Install

pip install finatic-server-python

Quick Start

from finatic_server_python import FinaticServer

finatic = await FinaticServer.init(api_key="your-api-key")
token = await finatic.get_token()
positions = await finatic.get_all_positions()

Package layout

Name	Role
finatic-server-python	PyPI package (pip install finatic-server-python)
finatic_server_python	Public import path (from finatic_server_python import FinaticServer)
src	Hand-written SDK (FinaticServer, v1.V1Client)
finatic_server	Generated OpenAPI transport client (src/openapi/finatic_server)

Portal connect flows (institutions, auth-attempts, discovered accounts, grant UI) run in FinaticConnect, not the server SDK. The server SDK exposes session management, portal-links creation, and post-consent account/grant/webhook APIs.

Account-First v1 Preview

The v1 facade targets the SDK OpenAPI contract (spec-sdk.yaml) and sends X-Finatic-Environment on every request.

from finatic_server_python import FinaticServer

finatic = FinaticServer(
    api_key="fntc_live_your_key",
    sdk_config={"environment": "live"},
)

session = await finatic.v1.create_session()
portal_link = await finatic.v1.create_portal_link()
# Open portal_link URL in FinaticConnect for user auth + grant consent

accounts = await finatic.v1.list_accounts()
orders = await finatic.v1.list_account_orders("broker-account-id")
created = await finatic.v1.create_account_order(
    "broker-account-id",
    {"symbol": "AAPL", "quantity": 1, "side": "BUY", "type": "MARKET"},
    idempotency_key="partner-order-123",
)

Use sdk_config={"environment": "sandbox"} for Finatic synthetic sandbox data. Broker paper or simulated accounts remain live environment accounts.

OpenAPI Contract Artifact

The v1 facade is validated against artifacts/openapi/finaticapi-v1.json, which is exported from the FinaticAPI account-first branch. Refresh it with:

env PYTHONPATH=/home/claw/.openclaw/workspace/worktrees/FinaticAPI-pr174-openapi/src:/home/claw/.openclaw/workspace/worktrees/FinaticCore-pr171-openapi/src /home/claw/.openclaw/workspace/repos/FinaticAPI/.venv/bin/python /home/claw/.openclaw/workspace/worktrees/FinaticAPI-pr174-openapi/scripts/export_openapi.py --output /home/claw/.openclaw/workspace/repos/FinaticServerSDK-Python/artifacts/openapi/finaticapi-v1.json

PR #25 currently uses FinaticAPI PR #174 head 4ca17320 and finaticCore PR #171 head 0a126bed as branch-ready dependency inputs. The package version is prepared as 1.0.0 for the API v1 semver lane, but the coordinated FDX account-consent operator hold still controls merge and release timing.

Common Commands

Task	Command
Install in editable mode	uv pip install -e .
Run tests	pytest
Build package	python -m build
Lint	ruff check .
Format	ruff format .

Core Capabilities

• API-key initialization and session management.
• Portal URL generation for end-user authentication.
• One-time token generation for client SDK sessions.
• Typed access to orders, positions, accounts, and balances.
• Consistent response/error structures across endpoints.

Documentation

• Product docs: https://finatic.dev/docs
• API reference: https://finatic.dev/docs/api-reference
• LLM context doc: https://finatic.dev/llms.txt

Using Finatic with AI

Use this SDK in Python AI/data systems to:

• query balances, positions, and orders across connected brokers
• normalize broker interactions behind one SDK surface
• feed structured brokerage data into analytics or model workflows

MCP support is coming soon.