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formance-sdk-python
Advanced tools
Formance Stack API: Open, modular foundation for unique payments flows
This API is documented in OpenAPI format.
Formance Stack offers one forms of authentication:
[!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 uv, pip, or poetry package managers.
uv is a fast Python package installer and resolver, designed as a drop-in replacement for pip and pip-tools. It's recommended for its speed and modern Python tooling capabilities.
uv add formance-sdk-python
PIP is the default package installer for Python, enabling easy installation and management of packages from PyPI via the command line.
pip install formance-sdk-python
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 formance-sdk-python
uvYou can use this SDK in a Python shell with uv and the uvx command that comes with it like so:
uvx --from formance-sdk-python 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 = ">=3.10"
# dependencies = [
# "formance-sdk-python",
# ]
# ///
from formance_sdk_python import SDK
sdk = SDK(
# 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.
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.
# Synchronous Example
from formance_sdk_python import SDK
with SDK() as sdk:
res = sdk.get_versions()
assert res.get_versions_response is not None
# Handle response
print(res.get_versions_response)
The same SDK client can also be used to make asynchronous requests by importing asyncio.
# Asynchronous Example
import asyncio
from formance_sdk_python import SDK
async def main():
async with SDK() as sdk:
res = await sdk.get_versions_async()
assert res.get_versions_response is not None
# Handle response
print(res.get_versions_response)
asyncio.run(main())
add_account_to_pool - Add an account to a pool
add_bank_account_to_payment_service_user - Add a bank account to a payment service user
approve_payment_initiation - Approve a payment initiation
create_account - Create a formance account object. This object will not be forwarded to the connector. It is only used for internal purposes.
create_bank_account - Create a formance bank account object. This object will not be forwarded to the connector until you called the forwardBankAccount method.
create_link_for_payment_service_user - Create an authentication link for a payment service user on a connector, for oauth flow
create_payment - Create a formance payment object. This object will not be forwarded to the connector. It is only used for internal purposes.
create_payment_service_user - Create a formance payment service user object
create_pool - Create a formance pool object
delete_payment_initiation - Delete a payment initiation by ID
delete_payment_service_user - Delete a payment service user by ID
delete_payment_service_user_connection_from_connector_id - Delete a connection for a payment service user on a connector
delete_payment_service_user_connector - Remove a payment service user from a connector, the PSU will still exist in Formance
delete_pool - Delete a pool by ID
forward_bank_account - Forward a Bank Account to a PSP for creation
forward_payment_service_user_bank_account - Forward a payment service user's bank account to a connector
forward_payment_service_user_to_provider - Register/forward a payment service user on/to a connector
get_account - Get an account by ID
get_account_balances - Get account balances
get_bank_account - Get a Bank Account by ID
get_connector_config - Get a connector configuration by ID
get_connector_schedule - Get a connector schedule by ID
get_payment - Get a payment by ID
get_payment_initiation - Get a payment initiation by ID
get_payment_service_user - Get a payment service user by ID
get_payment_service_user_link_attempt_from_connector_id - Get a link attempt for a payment service user on a connector
get_pool - Get a pool by ID
get_pool_balances - Get historical pool balances from a particular point in time
get_pool_balances_latest - Get latest pool balances
get_task - Get a task and its result by ID
initiate_payment - Initiate a payment
install_connector - Install a connector
list_accounts - List all accounts
list_bank_accounts - List all bank accounts
list_connector_configs - List all connector configurations
list_connector_schedule_instances - List all connector schedule instances
list_connector_schedules - List all connector schedules
list_connectors - List all connectors
list_payment_initiation_adjustments - List all payment initiation adjustments
list_payment_initiation_related_payments - List all payments related to a payment initiation
list_payment_initiations - List all payment initiations
list_payment_service_user_connections - List all connections for a payment service user
list_payment_service_user_connections_from_connector_id - List enabled connections for a payment service user on a connector (i.e. the various banks PSUser has enabled on the connector)
list_payment_service_user_link_attempts_from_connector_id - List all link attempts for a payment service user on a connector. Allows to check if users used the link and completed the oauth flow.
list_payment_service_users - List all payment service users
list_payments - List all payments
list_pools - List all pools
reject_payment_initiation - Reject a payment initiation
remove_account_from_pool - Remove an account from a pool
reset_connector - Reset a connector. Be aware that this will delete all data and stop all existing tasks like payment initiations and bank account creations.
retry_payment_initiation - Retry a payment initiation
reverse_payment_initiation - Reverse a payment initiation
uninstall_connector - Uninstall a connector
update_bank_account_metadata - Update a bank account's metadata
update_link_for_payment_service_user_on_connector - Update/Regenerate a link for a payment service user on a connector
update_payment_metadata - Update a payment's metadata
update_pool_query - Update the query of a pool
v3_update_connector_config - Update the config of a connector
Certain SDK methods accept file objects as part of a request body or multi-part request. It is possible and typically recommended to upload files as a stream rather than reading the entire contents into memory. This avoids excessive memory consumption and potentially crashing with out-of-memory errors when working with very large files. The following example demonstrates how to attach a file stream to a request.
[!TIP]
For endpoints that handle file uploads bytes arrays can also be used. However, using streams is recommended for large files.
from formance_sdk_python import SDK
from formance_sdk_python.models import shared
with SDK(
security=shared.Security(
client_id="<YOUR_CLIENT_ID_HERE>",
client_secret="<YOUR_CLIENT_SECRET_HERE>",
),
) as sdk:
res = sdk.ledger.v2.import_logs(request={
"v2_import_logs_request": open("example.file", "rb"),
"ledger": "ledger001",
})
assert res is not None
# Handle response
print(res)
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 formance_sdk_python import SDK
from formance_sdk_python.utils import BackoffStrategy, RetryConfig
with SDK() as sdk:
res = sdk.get_versions(,
RetryConfig("backoff", BackoffStrategy(1, 50, 1.1, 100), False))
assert res.get_versions_response is not None
# Handle response
print(res.get_versions_response)
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 formance_sdk_python import SDK
from formance_sdk_python.utils import BackoffStrategy, RetryConfig
with SDK(
retry_config=RetryConfig("backoff", BackoffStrategy(1, 50, 1.1, 100), False),
) as sdk:
res = sdk.get_versions()
assert res.get_versions_response is not None
# Handle response
print(res.get_versions_response)
SDKBaseError is the base class for all HTTP error responses. It has the following properties:
| Property | Type | Description |
|---|---|---|
err.message | str | Error message |
err.status_code | int | HTTP response status code eg 404 |
err.headers | httpx.Headers | HTTP response headers |
err.body | str | HTTP body. Can be empty string if no body is returned. |
err.raw_response | httpx.Response | Raw HTTP response |
err.data | Optional. Some errors may contain structured data. See Error Classes. |
from formance_sdk_python import SDK
from formance_sdk_python.models import errors, shared
with SDK(
security=shared.Security(
client_id="<YOUR_CLIENT_ID_HERE>",
client_secret="<YOUR_CLIENT_SECRET_HERE>",
),
) as sdk:
res = None
try:
res = sdk.ledger.get_info()
assert res.v2_config_info_response is not None
# Handle response
print(res.v2_config_info_response)
except errors.SDKBaseError as e:
# The base class for HTTP error responses
print(e.message)
print(e.status_code)
print(e.body)
print(e.headers)
print(e.raw_response)
# Depending on the method different errors may be thrown
if isinstance(e, errors.V2ErrorResponse):
print(e.data.details) # Optional[str]
print(e.data.error_code) # shared.V2ErrorsEnum
print(e.data.error_message) # str
Primary error:
SDKBaseError: The base class for HTTP error responses.Network errors:
httpx.RequestError: Base class for request errors.
httpx.ConnectError: HTTP client was unable to make a request to a server.httpx.TimeoutException: HTTP request timed out.Inherit from SDKBaseError:
V3ErrorResponse: Error. Applicable to 57 of 249 methods.*PaymentsErrorResponse: Error. Applicable to 46 of 249 methods.*V2ErrorResponse: Applicable to 44 of 249 methods.*ErrorResponse: Applicable to 19 of 249 methods.*V2Error: General error. Applicable to 18 of 249 methods.*Error: General error. Applicable to 17 of 249 methods.*WalletsErrorResponse: Applicable to 15 of 249 methods.*ReconciliationErrorResponse: Error response. Applicable to 8 of 249 methods.*WebhooksErrorResponse: Error. Applicable to 8 of 249 methods.*ResponseValidationError: Type mismatch between the response data and the expected Pydantic model. Provides access to the Pydantic validation error via the cause attribute.* Check the method documentation to see if the error is applicable.
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 | Description |
|---|---|---|---|
| 0 | http://localhost | local server | |
| 1 | https://{organization}.{environment}.formance.cloud | environmentorganization | A per-organization and per-environment API |
If the selected server has variables, you may override its default values through the additional parameters made available in the SDK constructor:
| Variable | Parameter | Supported Values | Default | Description |
|---|---|---|---|---|
environment | environment: models.ServerEnvironment | - "eu.sandbox"- "eu-west-1"- "us-east-1" | "eu.sandbox" | The environment name. Defaults to the production environment. |
organization | organization: str | str | "orgID-stackID" | The organization name. Defaults to a generic organization. |
from formance_sdk_python import SDK
with SDK(
server_idx=1,
environment="us-east-1",
organization="orgID-stackID",
) as sdk:
res = sdk.get_versions()
assert res.get_versions_response is not None
# Handle response
print(res.get_versions_response)
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:
from formance_sdk_python import SDK
with SDK(
server_url="https://orgID-stackID.eu.sandbox.formance.cloud",
) as sdk:
res = sdk.get_versions()
assert res.get_versions_response is not None
# Handle response
print(res.get_versions_response)
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 formance_sdk_python import SDK
import httpx
http_client = httpx.Client(headers={"x-custom-header": "someValue"})
s = SDK(client=http_client)
or you could wrap the client with your own custom logic:
from formance_sdk_python import SDK
from formance_sdk_python.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 = SDK(async_client=CustomClient(httpx.AsyncClient()))
This SDK supports the following security scheme globally:
| Name | Type | Scheme |
|---|---|---|
client_idclient_secrettoken_url | oauth2 | OAuth2 Client Credentials Flow |
You can set the security parameters through the security optional parameter when initializing the SDK client instance. For example:
from formance_sdk_python import SDK
from formance_sdk_python.models import shared
with SDK(
security=shared.Security(
client_id="<YOUR_CLIENT_ID_HERE>",
client_secret="<YOUR_CLIENT_SECRET_HERE>",
),
) as sdk:
res = sdk.get_versions()
assert res.get_versions_response is not None
# Handle response
print(res.get_versions_response)
The SDK 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 formance_sdk_python import SDK
def main():
with SDK() as sdk:
# Rest of application here...
# Or when using async:
async def amain():
async with SDK() as sdk:
# Rest of application here...
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 formance_sdk_python import SDK
import logging
logging.basicConfig(level=logging.DEBUG)
s = SDK(debug_logger=logging.getLogger("formance_sdk_python"))
This SDK is in beta, and there may be breaking changes between versions without a major version update. Therefore, we recommend pinning usage to a specific package version. This way, you can install the same version each time without breaking changes unless you are intentionally looking for the latest version.
While we value open-source contributions to this SDK, this library is generated programmatically. Feel free to open a PR or a Github issue as a proof of concept and we'll do our best to include it in a future release!
FAQs
Python Client SDK Generated by Speakeasy
We found that formance-sdk-python demonstrated a healthy version release cadence and project activity because the last version was released less than a year ago. It has 1 open source maintainer collaborating on the project.
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