Python library adapter for accessing Plaid APIs
Project description
Plaid Python Adapter
This is a python adapter library for accessing Plaid APIs.
Table of Contents
- Environment
- 1. Create Link Token
- 2. Exchange Public Token
- 3. Auth Request
- 4. Identity Request
- 5. Sync Bank Transfer Event
- 6. Initialize Plaid
- Errors
Environment:
Environment Configuration parameters for this library
Parameter Name | Description |
---|---|
PLAID_CLIENT_ID | Plaid Client Id |
PLAID_PUBLIC_KEY | Plaid Public Key |
PLAID_SECRET | Plaid Secret Key |
PLAID_ENV | Plaid Environment to work on. Sample values: 'sandbox','production','development' |
PLAID_BASE_URL | The base url of plaid to connect their API. E.G. https://sandbox.plaid.com |
Steps to generate access token
Plaid requires the user to authenticate in order to use their APIs. So the steps for accessing the API are as below:
- Using your UI client, make a request to create_link_token which will return the link token.
- This link token will be sent to the UI for initializing Plaid. Once Plaid is initialized, we get the public token from plaid server.
- Then using the public token you need to make a request to exchange_public_token to get the access token. This access token is used for all the remaining api calls.
1.create_link_token(client_user_id,access_token)
Use to get the plaid link token
Mandatory field:
client_user_id
: Unique id to identify the client
Optional Field:
access_token
: If link token need to be re-initialized with the existing access token.
Response: For response, please refer to below link:
https://plaid.com/docs/api/tokens/#linktokencreate
2.exchange_public_token(public_token)
Use to exchange public token for an access token
Mandatory field:
public_token
: public token received from plaid client
Response: For response, please refer to below link:
https://plaid.com/docs/api/tokens/#itempublic_tokenexchange
3.auth_request(access_token,account_ids)
Use to get account details associated with the access_token
Mandatory field:
access_token
: Unique access token of the Plaid user
Optional Field:
account_ids
: List of account ids for which details needs to be fetched.
Response: For response, please refer to below link:
https://plaid.com/docs/api/products/#authget
4.identity_request(access_token=None,account_ids)
Use to get identity details associated with the access_token
Mandatory field:
access_token
: Unique access token of the Plaid user
Optional Field:
account_ids
: List of account ids for which details needs to be fetched.
Response: For response, please refer to below link:
https://plaid.com/docs/api/products/#identityget
5.sync_bank_transfer_event(after_id,count)
Use to get bank transfer ACH details
Mandatory field:
after_id
: The latest (largest) event_id fetched via the sync endpoint, or 0 initially.
Optional Field:
count
: The maximum number of bank transfer events to return.
Default: 25
Minimum: 1
Maximum: 25
Response: For response, please refer to below link:
https://plaid.com/docs/api/products/#bank_transfereventsync
6.initialize_plaid(client_name,country_codes,language, products, account_subtypes)
Use to initialize plaid client for specific configuration. All the parameters are optional with the below default values.
Optional Field:
Intialization Parameters for Plaid
Parameter name | Type | Default value | Description |
---|---|---|---|
client_name | string |
'None' | The name of Plaid Client |
country_codes | list |
['US'] | The country code of Plaid app. |
language | string |
'en' | The language of Plaid app |
products | list |
['auth'] | The products that are supported by Plaid app. |
account_subtypes | list |
['checking', 'savings'] | The account sub-types returned by Plaid app |
Errors
The below list of errors are expected for the API's
Error name | API | Description |
---|---|---|
PlaidAdapterError | ALL API's | This is the base Error |
PlaidAdapterConfigurationError | initialize_plaid | Raised when there is configuration error |
PlaidCreateLinkTokenError | create_link_token | Raised when there is error while creating link token |
PlaidExchangePublicTokenError | exchange_public_token | Raised when there is error while exchanging public token for an access token |
PlaidAuthError | auth_request | Raised when there is error while fetching auth details |
PlaidIdentityError | identity_request | Raised when there is error while fetching identity details |
PlaidApiInternalServerError | ALL API's | Raised when there is an internal error returned by Plaid server |
PlaidBankTransferSyncEventError | sync_bank_transfer_event | Raised when there is an error in fetching bank transfer events |
Examples
from plaid_python_adapter.plaid_adapter import PlaidAdapter
from plaid_python_adapter.exceptions import *
def create_link_token():
response_dict = {}
plaid_adapter = PlaidAdapter()
try:
response = plaid_adapter.create_link_token(client_user_id='<Unique-Id>')
except PlaidCreateLinkTokenError as err:
#Handle the error
pass
except PlaidApiInternalServerError as err:
#Handle the error
pass
response_dict = {
'link_token': response.get('link_token'),
'expiration': response.get('expiration'),
'request_id': response.get('request_id')
}
return response_dict
def exchange_public_token(public_token):
plaid_adapter = PlaidAdapter()
try:
response = plaid_adapter.exchange_public_token(public_token)
except PlaidExchangePublicTokenError as err:
#Handle the error
pass
except PlaidApiInternalServerError as err:
#Handle the error
pass
access_token = response['access_token']
return access_token
def auth_request(access_token=None, account_ids=None):
accounts_details = {}
plaid_adapter = PlaidAdapter()
try:
accounts_details = plaid_adapter.auth_request(access_token, account_ids)
except PlaidAuthError as err:
#Handle the error
pass
except PlaidApiInternalServerError as err:
#Handle the error
pass
return accounts_details
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