6.1.0 • Published 6 months ago

@codat/platform v6.1.0

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Last release
6 months ago

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

EndpointsDescription
CompaniesCreate and manage your SMB users' companies.
ConnectionsCreate new and manage existing data connections for a company.
Connection managementConfigure connection management UI and retrieve access tokens for authentication.
WebhooksCreate and manage webhooks that listen to Codat's events.
IntegrationsGet a list of integrations supported by Codat and their logos.
Refresh dataInitiate data refreshes, view pull status and history.
SettingsManage company profile configuration, sync settings, and API keys.
Push dataInitiate and monitor Create, Update, and Delete operations.
Supplemental dataConfigure and pull additional data you can include in Codat's standard data types.
Custom data typeConfigure and pull additional data types that are not included in Codat's standardized data model.

Table of Contents

SDK Installation

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

NPM

npm add @codat/platform

PNPM

pnpm add @codat/platform

Bun

bun add @codat/platform

Yarn

yarn add @codat/platform zod

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

Model Context Protocol (MCP) Server

This SDK is also an installable MCP server where the various SDK methods are exposed as tools that can be invoked by AI applications.

Node.js v20 or greater is required to run the MCP server from npm.

Add the following server definition to your claude_desktop_config.json file:

{
  "mcpServers": {
    "CodatPlatform": {
      "command": "npx",
      "args": [
        "-y", "--package", "@codat/platform",
        "--",
        "mcp", "start",
        "--auth-header", "..."
      ]
    }
  }
}

Create a .cursor/mcp.json file in your project root with the following content:

{
  "mcpServers": {
    "CodatPlatform": {
      "command": "npx",
      "args": [
        "-y", "--package", "@codat/platform",
        "--",
        "mcp", "start",
        "--auth-header", "..."
      ]
    }
  }
}

You can also run MCP servers as a standalone binary with no additional dependencies. You must pull these binaries from available Github releases:

curl -L -o mcp-server \
    https://github.com/{org}/{repo}/releases/download/{tag}/mcp-server-bun-darwin-arm64 && \
chmod +x mcp-server

If the repo is a private repo you must add your Github PAT to download a release -H "Authorization: Bearer {GITHUB_PAT}".

{
  "mcpServers": {
    "Todos": {
      "command": "./DOWNLOAD/PATH/mcp-server",
      "args": [
        "start"
      ]
    }
  }
}

For a full list of server arguments, run:

npx -y --package @codat/platform -- mcp start --help

Example Usage

SDK Example Usage

Example

import { CodatPlatform } from "@codat/platform";

const codatPlatform = new CodatPlatform();

async function run() {
  await codatPlatform.companyCreated({
    id: "ba29118f-5406-4e59-b05c-ba307ca38d01",
    eventType: "company.created",
    generatedDate: "2024-08-08T17:10:34.015Z",
    payload: {
      id: "0498e921-9b53-4396-a412-4f2f5983b0a2",
      name: "Bank of Dave",
      description: "Requested a loan for refurb.",
      redirect:
        "https://link.codat.io/company/0498e921-9b53-4396-a412-4f2f5983b0a2",
      lastSync: "2022-01-01T12:00:00.000Z",
      created: "2022-01-01T12:00:00.000Z",
      tags: {
        "customerRegion": "us",
        "uid": "335a086e-8563-4b03-94e3-39544225ecb6",
      },
    },
  });
}

run();

Available Resources and Operations

companies

connectionManagement

connections

cors

  • get - Get CORS settings (old) :warning: Deprecated Use get instead.
  • set - Set CORS settings (old) :warning: Deprecated Use set instead.

customDataType

integrations

pushData

readData

refreshData

settings

supplementalData

webhooks

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.

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 { CodatPlatform } from "@codat/platform";

const codatPlatform = new CodatPlatform({
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatPlatform.companies.list({
    query: "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
    orderBy: "-modifiedDate",
    tags: "region=uk && team=invoice-finance",
  }, {
    retries: {
      strategy: "backoff",
      backoff: {
        initialInterval: 1,
        maxInterval: 50,
        exponent: 1.1,
        maxElapsedTime: 100,
      },
      retryConnectionErrors: false,
    },
  });

  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 { CodatPlatform } from "@codat/platform";

const codatPlatform = new CodatPlatform({
  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 codatPlatform.companies.list({
    query: "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
    orderBy: "-modifiedDate",
    tags: "region=uk && team=invoice-finance",
  });

  console.log(result);
}

run();

Error Handling

This table shows properties which are common on error classes. For full details see error classes.

PropertyTypeDescription
error.namestringError class name eg SDKError
error.messagestringError message
error.statusCodenumberHTTP status code eg 404
error.contentTypestringHTTP content type eg application/json
error.bodystringHTTP body. Can be empty string if no body is returned.
error.rawResponseResponseRaw HTTP response. Access to headers and more.
error.data$Optional. Some errors may contain structured data. See Error Classes.

Example

import { CodatPlatform } from "@codat/platform";
import * as errors from "@codat/platform/sdk/models/errors";

const codatPlatform = new CodatPlatform({
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  try {
    const result = await codatPlatform.companies.list({
      query: "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
      orderBy: "-modifiedDate",
      tags: "region=uk && team=invoice-finance",
    });

    console.log(result);
  } catch (error) {
    // Depending on the method different errors may be thrown
    if (error instanceof errors.ErrorMessage) {
      console.log(error.message);
      console.log(error.data$.statusCode); // number
      console.log(error.data$.service); // string
      console.log(error.data$.error); // string
      console.log(error.data$.correlationId); // string
      console.log(error.data$.validation); // shared.ErrorValidation
    }

    // Fallback error class, if no other more specific error class is matched
    if (error instanceof errors.SDKError) {
      console.log(error.message);
      console.log(error.statusCode);
      console.log(error.body);
      console.log(error.rawResponse.headers);
    }
  }
}

run();

Error Classes

  • ErrorMessage: Your query parameter was not correctly formed.
  • SDKError: The fallback error class, if no other more specific error class is matched.
  • SDKValidationError: Type mismatch between the data returned from the server and the structure expected by the SDK. This can also be thrown for invalid method arguments. See error.rawValue for the raw value and error.pretty() for a nicely formatted multi-line string.
  • Network errors: ConnectionError: HTTP client was unable to make a request to a server. RequestTimeoutError: HTTP request timed out due to an AbortSignal signal. RequestAbortedError: HTTP request was aborted by the client. InvalidRequestError: Any input used to create a request is invalid. * UnexpectedClientError: Unrecognised or unexpected error.

Server Selection

Override Server URL Per-Client

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

import { CodatPlatform } from "@codat/platform";

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

async function run() {
  const result = await codatPlatform.companies.list({
    query: "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
    orderBy: "-modifiedDate",
    tags: "region=uk && team=invoice-finance",
  });

  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 { CodatPlatform } from "@codat/platform";
import { HTTPClient } from "@codat/platform/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 CodatPlatform({ httpClient });

Authentication

Per-Client Security Schemes

This SDK supports the following security scheme globally:

NameTypeScheme
authHeaderapiKeyAPI key

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

import { CodatPlatform } from "@codat/platform";

const codatPlatform = new CodatPlatform({
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatPlatform.companies.list({
    query: "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
    orderBy: "-modifiedDate",
    tags: "region=uk && team=invoice-finance",
  });

  console.log(result);
}

run();

Requirements

For supported JavaScript runtimes, please consult RUNTIMES.md.

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 { CodatPlatform } from "@codat/platform";

const sdk = new CodatPlatform({ 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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