formance-sdk-python
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Summary
Formance Stack API: Open, modular foundation for unique payments flows
Introduction
This API is documented in OpenAPI format.
Authentication
Formance Stack offers one forms of authentication:
- OAuth2
OAuth2 - an open protocol to allow secure authorization in a simple
and standard method from web, mobile and desktop applications.
Table of Contents
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 formance-sdk-python
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 formance-sdk-python
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 formance-sdk-python python
It's also possible to write a standalone Python script without needing to set up a whole project like so:
from formance_sdk_python import SDK
sdk = SDK(
)
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.
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.
SDK Example Usage
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
print(res.get_versions_response)
The same SDK client can also be used to make asychronous requests by importing asyncio.
import asyncio
from formance_sdk_python import SDK
from formance_sdk_python.models import shared
async def main():
async with SDK(
security=shared.Security(
client_id="<YOUR_CLIENT_ID_HERE>",
client_secret="<YOUR_CLIENT_SECRET_HERE>",
),
) as sdk:
res = await sdk.get_versions_async()
assert res.get_versions_response is not None
print(res.get_versions_response)
asyncio.run(main())
Available Resources and Operations
Available methods
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 formance_sdk_python import SDK
from formance_sdk_python.models import shared
from formance_sdk_python.utils import BackoffStrategy, RetryConfig
with SDK(
security=shared.Security(
client_id="<YOUR_CLIENT_ID_HERE>",
client_secret="<YOUR_CLIENT_SECRET_HERE>",
),
) as sdk:
res = sdk.get_versions(,
RetryConfig("backoff", BackoffStrategy(1, 50, 1.1, 100), False))
assert res.get_versions_response is not None
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.models import shared
from formance_sdk_python.utils import BackoffStrategy, RetryConfig
with SDK(
retry_config=RetryConfig("backoff", BackoffStrategy(1, 50, 1.1, 100), False),
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
print(res.get_versions_response)
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:
Property | Type | Description |
---|
.status_code | int | The HTTP status code |
.message | str | The error message |
.raw_response | httpx.Response | The raw HTTP response |
.body | str | The response content |
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 add_metadata_on_transaction_async
method may raise the following exceptions:
Error Type | Status Code | Content Type |
---|
errors.V2ErrorResponse | default | application/json |
errors.SDKError | 4XX, 5XX | */* |
Example
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.v2.add_metadata_on_transaction(request={
"id": 1234,
"ledger": "ledger001",
"request_body": {
"admin": "true",
},
"dry_run": True,
})
assert res is not None
print(res)
except errors.V2ErrorResponse as e:
raise(e)
except errors.SDKError as e:
raise(e)
Server Selection
Select Server by Index
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 | environment
organization | 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" - "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. |
Example
from formance_sdk_python import SDK
from formance_sdk_python.models import shared
with SDK(
server_idx=1,
environment="us-east-1"
organization="<value>"
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
print(res.get_versions_response)
Override Server URL Per-Client
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
from formance_sdk_python.models import shared
with SDK(
server_url="http://localhost",
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
print(res.get_versions_response)
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 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()))
Authentication
Per-Client Security Schemes
This SDK supports the following security scheme globally:
Name | Type | Scheme |
---|
client_id
client_secret | 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
print(res.get_versions_response)
Resource Management
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
from formance_sdk_python.models import shared
def main():
with SDK(
security=shared.Security(
client_id="<YOUR_CLIENT_ID_HERE>",
client_secret="<YOUR_CLIENT_SECRET_HERE>",
),
) as sdk:
async def amain():
async with SDK(
security=shared.Security(
client_id="<YOUR_CLIENT_ID_HERE>",
client_secret="<YOUR_CLIENT_SECRET_HERE>",
),
) as sdk:
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 formance_sdk_python import SDK
import logging
logging.basicConfig(level=logging.DEBUG)
s = SDK(debug_logger=logging.getLogger("formance_sdk_python"))
Development
Maturity
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.
Contributions
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!