Finatic Server SDK (Python)
Python SDK for embedding Finatic in your backend. Keep the company API key on the server. Mint a 90-second one-time token for the browser Client SDK, or start a session and redirect to Connect.
Install
pip install finatic-server-python
Quick start
import asyncio
import os
from finatic_server_python import FinaticServer
async def main() -> None:
finatic = FinaticServer(
api_key=os.environ["FINATIC_API_KEY"],
sdk_config={"environment": "sandbox"},
)
# Client iframe: 90-second token. Never send the API key to the browser.
one_time_token = await finatic.v1.get_token()
# Redirect flow: start a session first (get_portal_url requires it).
session = await finatic.v1.start_session()
if not session.get("session_id"):
raise RuntimeError(session.get("error") or "Session start failed")
portal_url = await finatic.v1.get_portal_url(mode="dark")
# After account.grant.created, start a session for that portal user, then read.
portal_user_id = "user-from-connect-onSuccess"
authed = await finatic.v1.start_session(user_id=portal_user_id)
if not authed.get("session_id"):
raise RuntimeError(authed.get("error") or "Authenticated session start failed")
accounts = await finatic.v1.list_accounts(include_sync_status=True)
if accounts.get("errors"):
raise RuntimeError(accounts["errors"])
if not accounts.get("data"):
raise RuntimeError("No granted accounts yet")
account_id = accounts["data"][0]["accountId"]
positions = await finatic.v1.list_positions(account_id)
asyncio.run(main())
Server v1 data methods return { "traceId", "data", "warnings", "errors" }. Check errors before using data.
Use sdk_config={"environment": "sandbox"} for Finatic synthetic data (fntc_sandbox_ keys). Broker paper/sim accounts stay live.
FinaticServer.init(...) is a shortcut that calls start_session. Use the constructor + get_token() when you only need to hand a token to the browser.
Embed Connect
Connect UI lives in FinaticConnect. This SDK does not open an iframe.
v1.get_token()→ pass the token to@finatic/clientFinaticConnect.init(token)in the browser (token TTL is 90 seconds).- Or
v1.start_session()thenv1.get_portal_url(...)→ redirect. Treat the full URL as secret.
Wait for HTTPS webhook account.grant.created (or poll list_accounts on an ACTIVE session) before account-scoped reads.
Trading
Fetch the broker schema, then send an idempotent command:
schema = await finatic.v1.get_account_order_schema(account_id, "place")
created = await finatic.v1.create_account_order(
account_id,
{"symbol": "AAPL", "quantity": 1, "side": "BUY", "type": "MARKET"},
idempotency_key="partner-order-123",
)
Python wraps the dict as {"order": ...} on the wire. idempotency_key is required.
Exact instrument identity
Order, fill, event, position, lot, and lot-fill responses expose the generated
FDXInstrumentDescriptor contract. future.identityQuality distinguishes an
exact contract such as MGCZ6 from a root-only identity such as MGC; optional
month, expiry, MIC, and provenance fields remain absent when the API did not
prove them.
from finatic_server_python import AccountOrderPayload, FDXInstrumentDescriptor
order = AccountOrderPayload.from_dict(
{
"finaticInstrumentId": "finatic:future:MGCZ6",
"instrumentId": 611092087, # provider-native identity remains supported
"symbol": "MGCZ6",
}
)
result = await finatic.v1.create_account_order(
account_id, order, idempotency_key="unique-command-key"
)
The server authorizes and resolves identities in account/provider scope. The
SDK preserves both identifiers and never infers an exact contract from a root.
The v1 facade continues to return dictionaries; its generated TypedDict
annotations make descriptor keys discoverable without changing existing
mapping access. Generated model classes remain available when explicit
validation or construction is desired.
Package layout
| Name | Role |
|---|---|
finatic-server-python |
PyPI package |
finatic_server_python |
Public import |
src |
Hand-written FinaticServer and v1.V1Client |
finatic_server |
Generated OpenAPI transport — prefer FinaticServer.v1 |
Common commands
| Task | Command |
|---|---|
| Test | pytest |
| Type check | mypy |
Documentation
This README is the Python SDK contract. Fetch the rest before writing a full integration:
- Quick start: https://finatic.dev/docs/quick-start/quick-start
- Client SDK README: https://github.com/FinaticORG/FinaticClientSDK/blob/develop/README.md
- Node SDK README: https://github.com/FinaticORG/FinaticServerSDK-Node/blob/develop/README.md
- Embed Connect: https://finatic.dev/docs/quick-start/account-grants
- Demo apps: https://github.com/FinaticORG/FinaticDemoApps/blob/develop/README.md
- API reference: https://finatic.dev/docs/api-reference
- OpenAPI: https://finatic.dev/openapi.json
- Agent index: https://finatic.dev/llms.txt
- Agent notes: https://finatic.dev/AGENTS.md
1 maintainer
Metadata
1 maintainer
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