Platform

Manage the building blocks of Codat, including companies, connections, and more.

Summary

Platform API: Platform API

An API for the common components of all of Codat's products.

These end points cover creating and managing your companies, data connections, and integrations.

Read about the building blocks of Codat... | See our OpenAPI spec

Endpoints

Table of Contents

• Platform
  • Endpoints
  • SDK Installation
  • Example Usage
  • IDE Support
  • SDK Example Usage
  • Available Resources and Operations
  • 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-platform

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-platform

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-platform 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-platform",
# ]
# ///

from codat_platform import CodatPlatform

sdk = CodatPlatform(
  # 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_platform import CodatPlatform

with CodatPlatform() as cp_client:

    cp_client.client_rate_limit_reached(request={
        "event_type": "client.rateLimit.reached",
        "generated_date": "2024-09-01T00:00:00Z",
        "id": "743ec94a-8aa4-44bb-8bd4-e1855ee0e74b",
        "payload": {
            "daily_quota": 12000,
            "expiry_date": "2024-09-01T12:14:14Z",
            "quota_remaining": 0,
        },
    })

    # Use the SDK ...

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

# Asynchronous Example
import asyncio
from codat_platform import CodatPlatform

async def main():
    async with CodatPlatform() as cp_client:

        await cp_client.client_rate_limit_reached_async(request={
            "event_type": "client.rateLimit.reached",
            "generated_date": "2024-09-01T00:00:00Z",
            "id": "743ec94a-8aa4-44bb-8bd4-e1855ee0e74b",
            "payload": {
                "daily_quota": 12000,
                "expiry_date": "2024-09-01T12:14:14Z",
                "quota_remaining": 0,
            },
        })

        # Use the SDK ...

asyncio.run(main())

Available Resources and Operations

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_platform import CodatPlatform
from codat_platform.models import shared
from codat_platform.utils import BackoffStrategy, RetryConfig

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

    res = cp_client.settings.create_api_key(request={
        "name": "azure-invoice-finance-processor",
    },
        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_platform import CodatPlatform
from codat_platform.models import shared
from codat_platform.utils import BackoffStrategy, RetryConfig

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

    res = cp_client.settings.create_api_key(request={
        "name": "azure-invoice-finance-processor",
    })

    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:

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_api_key_async method may raise the following exceptions:

Example

from codat_platform import CodatPlatform
from codat_platform.models import errors, shared

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

        res = cp_client.settings.create_api_key(request={
            "name": "azure-invoice-finance-processor",
        })

        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_platform import CodatPlatform
from codat_platform.models import shared

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

    res = cp_client.settings.create_api_key(request={
        "name": "azure-invoice-finance-processor",
    })

    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_platform import CodatPlatform
import httpx

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

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

from codat_platform import CodatPlatform
from codat_platform.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 = CodatPlatform(async_client=CustomClient(httpx.AsyncClient()))

Authentication

Per-Client Security Schemes

This SDK supports the following security scheme globally:

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

from codat_platform import CodatPlatform
from codat_platform.models import shared

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

    res = cp_client.settings.create_api_key(request={
        "name": "azure-invoice-finance-processor",
    })

    assert res is not None

    # Handle response
    print(res)

Resource Management

The CodatPlatform 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_platform import CodatPlatform
from codat_platform.models import shared
def main():
    with CodatPlatform(
        security=shared.Security(
            auth_header="Basic BASE_64_ENCODED(API_KEY)",
        ),
    ) as cp_client:
        # Rest of application here...


# Or when using async:
async def amain():
    async with CodatPlatform(
        security=shared.Security(
            auth_header="Basic BASE_64_ENCODED(API_KEY)",
        ),
    ) as cp_client:
        # 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_platform import CodatPlatform
import logging

logging.basicConfig(level=logging.DEBUG)
s = CodatPlatform(debug_logger=logging.getLogger("codat_platform"))

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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