plaid-python

The official python client library for the Plaid API.

Table of Contents

• plaid-python
  • Install
  • Documentation
  • Getting Started
    • Calling Endpoints
    • Errors
  • Examples
  • Known Issues
  • Contributing
  • Legacy API
  • License

Install

$ pip install plaid-python

Documentation

The module supports all Plaid API endpoints. For complete information about the API, head to the docs.

Getting Started

Calling Endpoints

To call an endpoint you must create a PlaidApi object.

import plaid
from plaid.api import plaid_api

# Available environments are
# 'Production'
# 'Development'
# 'Sandbox'
configuration = plaid.Configuration(
    host=plaid.Environment.Sandbox,
    api_key={
        'clientId': client_id,
        'secret': secret,
        'plaidVersion': '2020-09-14'
    }
)

api_client = plaid.ApiClient(configuration)
client = plaid_api.PlaidApi(api_client)

Each endpoint returns a dictionary which contains the parsed JSON from the HTTP response.

Versioning

You can specify the Plaid API version you wish to use when initializing plaid.

import plaid
from plaid.api import plaid_api

configuration = plaid.Configuration(
    host=plaid.Environment.Production,
    api_key={
        'clientId': client_id,
        'secret': secret,
        'plaidVersion': '2020-09-14' # This version and forward only, supported by 8.0.0+
    }
)

api_client = plaid.ApiClient(configuration)
client = plaid_api.PlaidApi(api_client)

For information about what has changed between versions and how to update your integration, head to the API upgrade guide.

Errors

All non-200 responses will throw a plaid.ApiException.

import plaid
from plaid.model.asset_report_get_request import AssetReportGetRequest

try:
    request = AssetReportGetRequest(
        asset_report_token=asset_report_token,
    )
    return client.asset_report_get(request)
except plaid.ApiException as e:
    response = json.loads(e.body)
    # check the code attribute of the error to determine the specific error
    if response['error_code'] == 'ITEM_LOGIN_REQUIRED':
        # the users' login information has changed, generate a public_token
        # for the user and initialize Link in update mode to
        # restore access to this user's data
        # see https://plaid.com/docs/api/#updating-items-via-link
    else:
        ...

For more information on Plaid response codes, head to the docs.

Examples

Create an Item using Link

Exchange a public_token from Plaid Link for a Plaid access token:

import plaid
from plaid.model.item_public_token_exchange_request import ItemPublicTokenExchangeRequest

# the public token is received from Plaid Link
exchange_request = ItemPublicTokenExchangeRequest(
    public_token=pt_response['public_token']
)
exchange_response = client.item_public_token_exchange(exchange_request)
access_token = exchange_response['access_token']

Create a Stripe bank account token

Exchange a Plaid Link public_token for an API access_token. Then exchange that access_token and the Plaid Link account_id (received along with the public_token) for a Stripe bank_account_token:

import plaid
from plaid.model.item_public_token_exchange_request import ItemPublicTokenExchangeRequest
from plaid.model.processor_stripe_bank_account_token_create_request import ProcessorStripeBankAccountTokenCreateRequest

exchange_request = ItemPublicTokenExchangeRequest(
    public_token=pt_response['public_token']
)
exchange_response = client.item_public_token_exchange(exchange_request)
access_token = exchange_response['access_token']

request = ProcessorStripeBankAccountTokenCreateRequest(
    access_token=access_token,
    account_id='[Account ID]',
)
stripe_response = client.processor_stripe_bank_account_token_create(request)
bank_account_token = stripe_response['stripe_bank_account_token']

Remove Item

import plaid
from plaid.model.item_remove_request import ItemRemoveRequest

# Provide the access token for the Item you want to remove
request = ItemRemoveRequest(
    access_token=accessToken
)
response = client.item_remove(request)

Retrieve Transactions

import plaid
from plaid.model.transactions_get_request_options import TransactionsGetRequestOptions
from plaid.model.transactions_get_request import TransactionsGetRequest

request = TransactionsGetRequest(
    access_token=access_token,
    start_date=datetime.strptime('2020-01-01', '%Y-%m-%d').date(),
    end_date=datetime.strptime('2021-01-01', '%Y-%m-%d').date(),
)
response = client.transactions_get(request)
transactions = response['transactions']

# the transactions in the response are paginated, so make multiple calls while increasing the offset to
# retrieve all transactions
while len(transactions) < response['total_transactions']:
    options = TransactionsGetRequestOptions()
    options.offset = len(transactions)

    request = TransactionsGetRequest(
        access_token=access_token,
        start_date=datetime.strptime('2020-01-01', '%Y-%m-%d').date(),
        end_date=datetime.strptime('2021-01-01', '%Y-%m-%d').date(),
        options=options
    )
    response = client.transactions_get(request)

Retrieve Asset Report PDF

from plaid.model.asset_report_pdf_get_request import AssetReportPDFGetRequest

pdf_request = AssetReportPDFGetRequest(asset_report_token=PDF_TOKEN)
pdf = client.asset_report_pdf_get(pdf_request)
FILE = open('asset_report.pdf', 'wb')
FILE.write(pdf.read())
FILE.close()

Retrieve Other Data

Most other item data can be retrieved by following this pattern:

import plaid
from plaid.model.auth_get_request import AuthGetRequest

response = client.Auth.get(access_token)
numbers = response['numbers']

Authentication

Public endpoints (category information) require no authentication and can be accessed as follows:

categories = client.categories_get({})

Authenticated endpoints require a (client_id, secret) pair. You do not need to pass in authentication to individual endpoints once you have set it on the plaid.Configuration object.

Contributing

Please see Contributing for guidelines and instructions for local development.

License

MIT