Bank Feeds

Bank Feeds API enables your SMB users to set up bank feeds from accounts in your application to supported accounting platforms.

Summary

Bank Feeds API: Bank Feeds API enables your SMB users to set up bank feeds from accounts in your application to supported accounting software.

A bank feed is a connection between a source bank account in your application and a target bank account in a supported accounting software.

Explore product | See OpenAPI spec

Endpoints

| Endpoints | Description | | :- |:- | | Companies | Create and manage your SMB users' companies. | | Connections | Create new and manage existing data connections for a company. | | Source accounts | Provide and manage lists of source bank accounts. | | Account mapping | Extra functionality for building an account management UI. | | Company information | Get detailed information about a company from the underlying platform. | | Transactions | Create new bank account transactions for a company's connections, and see previous operations. |

Table of Contents

• SDK Installation
• Requirements
• SDK Example Usage
• Available Resources and Operations
• Standalone functions
• File uploads
• Retries
• Error Handling
• Server Selection
• Custom HTTP Client
• Authentication
• Debugging

SDK Installation

The SDK can be installed with either npm, pnpm, bun or yarn package managers.

NPM

npm add @codat/bank-feeds

PNPM

pnpm add @codat/bank-feeds

Bun

bun add @codat/bank-feeds

Yarn

yarn add @codat/bank-feeds zod

# Note that Yarn does not install peer dependencies automatically. You will need
# to install zod as shown above.

Example Usage

SDK Example Usage

Example

import { CodatBankFeeds } from "@codat/bank-feeds";

const codatBankFeeds = new CodatBankFeeds({
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatBankFeeds.companies.create({
    name: "Technicalium",
    description: "Requested early access to the new financing scheme.",
  });

  // Handle the result
  console.log(result);
}

run();

Available Resources and Operations

accountMapping

• get - List bank feed accounts
• create - Create bank feed account mapping

bankAccounts

• list - List bank accounts
• getCreateModel - Get create/update bank account model
• create - Create bank account

companies

• create - Create company
• list - List companies
• get - Get company
• delete - Delete a company
• update - Update company

companyInformation

• get - Get company information

configuration

• get - Get configuration
• set - Set configuration

connections

• list - List connections
• create - Create connection
• get - Get connection
• delete - Delete connection
• unlink - Unlink connection

sourceAccounts

• create - Create source account
• list - List source accounts
• update - Update source account
• delete - Delete source account
• generateCredentials - Generate source account credentials
• deleteCredentials - Delete all source account credentials

sync

• getLastSuccessfulSync - Get last successful sync

transactions

• create - Create bank transactions
• getCreateOperation - Get create operation
• listCreateOperations - List create 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:

import { CodatBankFeeds } from "@codat/bank-feeds";

const codatBankFeeds = new CodatBankFeeds({
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatBankFeeds.companies.create({
    name: "Technicalium",
    description: "Requested early access to the new financing scheme.",
  }, {
    retries: {
      strategy: "backoff",
      backoff: {
        initialInterval: 1,
        maxInterval: 50,
        exponent: 1.1,
        maxElapsedTime: 100,
      },
      retryConnectionErrors: false,
    },
  });

  // Handle the result
  console.log(result);
}

run();

If you'd like to override the default retry strategy for all operations that support retries, you can provide a retryConfig at SDK initialization:

import { CodatBankFeeds } from "@codat/bank-feeds";

const codatBankFeeds = new CodatBankFeeds({
  retryConfig: {
    strategy: "backoff",
    backoff: {
      initialInterval: 1,
      maxInterval: 50,
      exponent: 1.1,
      maxElapsedTime: 100,
    },
    retryConnectionErrors: false,
  },
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatBankFeeds.companies.create({
    name: "Technicalium",
    description: "Requested early access to the new financing scheme.",
  });

  // Handle the result
  console.log(result);
}

run();

Error Handling

All SDK methods return a response object or throw an error. By default, an API error will throw a errors.SDKError.

If a HTTP request fails, an operation my also throw an error from the sdk/models/errors/httpclienterrors.ts module:

| HTTP Client Error | Description | | ---------------------------------------------------- | ---------------------------------------------------- | | RequestAbortedError | HTTP request was aborted by the client | | RequestTimeoutError | HTTP request timed out due to an AbortSignal signal | | ConnectionError | HTTP client was unable to make a request to a server | | InvalidRequestError | Any input used to create a request is invalid | | UnexpectedClientError | Unrecognised or unexpected error |

In addition, when custom error responses are specified for an operation, the SDK may throw their associated Error type. You can refer to respective Errors tables in SDK docs for more details on possible error types for each operation. For example, the create method may throw the following errors:

| Error Type | Status Code | Content Type | | --------------------------------- | --------------------------------- | --------------------------------- | | errors.ErrorMessage | 400, 401, 402, 403, 429, 500, 503 | application/json | | errors.SDKError | 4XX, 5XX | */* |

import { CodatBankFeeds } from "@codat/bank-feeds";
import {
  ErrorMessage,
  SDKValidationError,
} from "@codat/bank-feeds/sdk/models/errors";

const codatBankFeeds = new CodatBankFeeds({
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  let result;
  try {
    result = await codatBankFeeds.companies.create({
      name: "Technicalium",
      description: "Requested early access to the new financing scheme.",
    });

    // Handle the result
    console.log(result);
  } catch (err) {
    switch (true) {
      case (err instanceof SDKValidationError): {
        // Validation errors can be pretty-printed
        console.error(err.pretty());
        // Raw value may also be inspected
        console.error(err.rawValue);
        return;
      }
      case (err instanceof ErrorMessage): {
        // Handle err.data$: ErrorMessageData
        console.error(err);
        return;
      }
      default: {
        throw err;
      }
    }
  }
}

run();

Validation errors can also occur when either method arguments or data returned from the server do not match the expected format. The SDKValidationError that is thrown as a result will capture the raw value that failed validation in an attribute called rawValue. Additionally, a pretty() method is available on this error that can be used to log a nicely formatted string since validation errors can list many issues and the plain error string may be difficult read when debugging.

Server Selection

Select Server by Index

You can override the default server globally by passing a server index to the serverIdx 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 | | - | ------ | --------- | | 0 | https://api.codat.io | None |

import { CodatBankFeeds } from "@codat/bank-feeds";

const codatBankFeeds = new CodatBankFeeds({
  serverIdx: 0,
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatBankFeeds.companies.create({
    name: "Technicalium",
    description: "Requested early access to the new financing scheme.",
  });

  // Handle the result
  console.log(result);
}

run();

Override Server URL Per-Client

The default server can also be overridden globally by passing a URL to the serverURL optional parameter when initializing the SDK client instance. For example:

import { CodatBankFeeds } from "@codat/bank-feeds";

const codatBankFeeds = new CodatBankFeeds({
  serverURL: "https://api.codat.io",
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatBankFeeds.companies.create({
    name: "Technicalium",
    description: "Requested early access to the new financing scheme.",
  });

  // Handle the result
  console.log(result);
}

run();

Custom HTTP Client

The TypeScript SDK makes API calls using an HTTPClient that wraps the native Fetch API. This client is a thin wrapper around fetch and provides the ability to attach hooks around the request lifecycle that can be used to modify the request or handle errors and response.

The HTTPClient constructor takes an optional fetcher argument that can be used to integrate a third-party HTTP client or when writing tests to mock out the HTTP client and feed in fixtures.

The following example shows how to use the "beforeRequest" hook to to add a custom header and a timeout to requests and how to use the "requestError" hook to log errors:

import { CodatBankFeeds } from "@codat/bank-feeds";
import { HTTPClient } from "@codat/bank-feeds/lib/http";

const httpClient = new HTTPClient({
  // fetcher takes a function that has the same signature as native `fetch`.
  fetcher: (request) => {
    return fetch(request);
  }
});

httpClient.addHook("beforeRequest", (request) => {
  const nextRequest = new Request(request, {
    signal: request.signal || AbortSignal.timeout(5000)
  });

  nextRequest.headers.set("x-custom-header", "custom value");

  return nextRequest;
});

httpClient.addHook("requestError", (error, request) => {
  console.group("Request Error");
  console.log("Reason:", `${error}`);
  console.log("Endpoint:", `${request.method} ${request.url}`);
  console.groupEnd();
});

const sdk = new CodatBankFeeds({ httpClient });

Authentication

Per-Client Security Schemes

This SDK supports the following security scheme globally:

| Name | Type | Scheme | | ------------ | ------------ | ------------ | | authHeader | apiKey | API key |

To authenticate with the API the authHeader parameter must be set when initializing the SDK client instance. For example:

import { CodatBankFeeds } from "@codat/bank-feeds";

const codatBankFeeds = new CodatBankFeeds({
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatBankFeeds.companies.create({
    name: "Technicalium",
    description: "Requested early access to the new financing scheme.",
  });

  // Handle the result
  console.log(result);
}

run();

Requirements

For supported JavaScript runtimes, please consult RUNTIMES.md.

Standalone functions

All the methods listed above are available as standalone functions. These functions are ideal for use in applications running in the browser, serverless runtimes or other environments where application bundle size is a primary concern. When using a bundler to build your application, all unused functionality will be either excluded from the final bundle or tree-shaken away.

To read more about standalone functions, check FUNCTIONS.md.

• accountMappingCreate - Create bank feed account mapping
• accountMappingGet - List bank feed accounts
• bankAccountsCreate - Create bank account
• bankAccountsGetCreateModel - Get create/update bank account model
• bankAccountsList - List bank accounts
• companiesCreate - Create company
• companiesDelete - Delete a company
• companiesGet - Get company
• companiesList - List companies
• companiesUpdate - Update company
• companyInformationGet - Get company information
• configurationGet - Get configuration
• configurationSet - Set configuration
• connectionsCreate - Create connection
• connectionsDelete - Delete connection
• connectionsGet - Get connection
• connectionsList - List connections
• connectionsUnlink - Unlink connection
• sourceAccountsCreate - Create source account
• sourceAccountsDelete - Delete source account
• sourceAccountsDeleteCredentials - Delete all source account credentials
• sourceAccountsGenerateCredentials - Generate source account credentials
• sourceAccountsList - List source accounts
• sourceAccountsUpdate - Update source account
• syncGetLastSuccessfulSync - Get last successful sync
• transactionsCreate - Create bank transactions
• transactionsGetCreateOperation - Get create operation
• transactionsListCreateOperations - List create operations

File uploads

Certain SDK methods accept files as part of a 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]

Depending on your JavaScript runtime, there are convenient utilities that return a handle to a file without reading the entire contents into memory:

• Node.js v20+: Since v20, Node.js comes with a native openAsBlob function in node:fs.
• Bun: The native Bun.file function produces a file handle that can be used for streaming file uploads.
• Browsers: All supported browsers return an instance to a File when reading the value from an <input type="file"> element.
• Node.js v18: A file stream can be created using the fileFrom helper from fetch-blob/from.js.

import { CodatBankFeeds } from "@codat/bank-feeds";
import { openAsBlob } from "node:fs";

const codatBankFeeds = new CodatBankFeeds({
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatBankFeeds.sourceAccounts.generateCredentials({
    companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
    connectionId: "2e9d2c44-f675-40ba-8049-353bfcb5e171",
    requestBody: await openAsBlob("example.file"),
  });

  // Handle the result
  console.log(result);
}

run();

Debugging

You can setup your SDK to emit debug logs for SDK requests and responses.

You can pass a logger that matches console's interface as an SDK option.

[!WARNING] Beware that debug logging will reveal secrets, like API tokens in headers, in log messages printed to a console or files. It's recommended to use this feature only during local development and not in production.

import { CodatBankFeeds } from "@codat/bank-feeds";

const sdk = new CodatBankFeeds({ debugLogger: console });

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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