Midday Python SDK

Learn more about the Midday Python SDK in the official documentation.

Summary

Midday is a platform for Invoicing, Time tracking, File reconciliation, Storage, Financial Overview & your own Assistant.

Table of Contents

• midday
  • SDK Installation
  • IDE Support
  • SDK Example Usage
  • Authentication
  • Available Resources and Operations
  • Retries
  • Error Handling
  • Server Selection
  • Custom HTTP Client
  • Resource Management
  • Debugging
• Development
  • Maturity
  • Contributions

SDK Installation

Tip

To finish publishing your SDK to PyPI you must run your first generation action.

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 git+<UNSET>.git

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 git+<UNSET>.git

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 midday 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 = ">=3.9"
# dependencies = [
#     "midday",
# ]
# ///

from midday import Midday

sdk = Midday(
  # 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.

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.

• PyCharm Pydantic Plugin

SDK Example Usage

Example

# Synchronous Example
from midday import Midday, models


with Midday(
    token="MIDDAY_API_KEY",
) as m_client:

    res = m_client.transactions.list(cursor="eyJpZCI6IjEyMyJ9", sort=[
        "date",
        "desc",
    ], page_size=50, q="office supplies", categories=[
        "office-supplies",
        "travel",
    ], tags=[
        "tag-1",
        "tag-2",
    ], start="2024-04-01T00:00:00.000Z", end="2024-04-30T23:59:59.999Z", accounts=[
        "account-1",
        "account-2",
    ], assignees=[
        "user-1",
        "user-2",
    ], statuses=[
        "pending",
        "completed",
    ], recurring=[
        "monthly",
        "annually",
    ], attachments=models.Attachments.INCLUDE, amount_range=[
        100,
        1000,
    ], amount=[
        "150.75",
        "299.99",
    ], type_=models.ListTransactionsType.EXPENSE)

    # Handle response
    print(res)

The same SDK client can also be used to make asychronous requests by importing asyncio.

# Asynchronous Example
import asyncio
from midday import Midday, models

async def main():

    async with Midday(
        token="MIDDAY_API_KEY",
    ) as m_client:

        res = await m_client.transactions.list_async(cursor="eyJpZCI6IjEyMyJ9", sort=[
            "date",
            "desc",
        ], page_size=50, q="office supplies", categories=[
            "office-supplies",
            "travel",
        ], tags=[
            "tag-1",
            "tag-2",
        ], start="2024-04-01T00:00:00.000Z", end="2024-04-30T23:59:59.999Z", accounts=[
            "account-1",
            "account-2",
        ], assignees=[
            "user-1",
            "user-2",
        ], statuses=[
            "pending",
            "completed",
        ], recurring=[
            "monthly",
            "annually",
        ], attachments=models.Attachments.INCLUDE, amount_range=[
            100,
            1000,
        ], amount=[
            "150.75",
            "299.99",
        ], type_=models.ListTransactionsType.EXPENSE)

        # Handle response
        print(res)

asyncio.run(main())

Authentication

Per-Client Security Schemes

This SDK supports the following security scheme globally:

Name	Type	Scheme	Environment Variable
token	http	HTTP Bearer	MIDDAY_TOKEN

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

from midday import Midday, models


with Midday(
    token="MIDDAY_API_KEY",
) as m_client:

    res = m_client.transactions.list(cursor="eyJpZCI6IjEyMyJ9", sort=[
        "date",
        "desc",
    ], page_size=50, q="office supplies", categories=[
        "office-supplies",
        "travel",
    ], tags=[
        "tag-1",
        "tag-2",
    ], start="2024-04-01T00:00:00.000Z", end="2024-04-30T23:59:59.999Z", accounts=[
        "account-1",
        "account-2",
    ], assignees=[
        "user-1",
        "user-2",
    ], statuses=[
        "pending",
        "completed",
    ], recurring=[
        "monthly",
        "annually",
    ], attachments=models.Attachments.INCLUDE, amount_range=[
        100,
        1000,
    ], amount=[
        "150.75",
        "299.99",
    ], type_=models.ListTransactionsType.EXPENSE)

    # Handle response
    print(res)

Available Resources and Operations

Available methods

bank_accounts

• list - List all bank accounts
• create - Create a bank account
• get - Retrieve a bank account
• delete - Delete a bank account
• update - Update a bank account

customers

• list - List all customers
• create - Create customer
• get - Retrieve a customer
• delete - Delete a customer
• update - Update a customer

documents

• list - List all documents
• get - Retrieve a document
• delete - Delete a document

inbox

• list - List all inbox items
• get - Retrieve a inbox item
• delete - Delete a inbox item
• update - Update a inbox item

invoices

• list - List all invoices
• get_invoices_payment_status - Payment status
• summary - Invoice summary
• get - Retrieve a invoice
• delete - Delete a invoice

metrics

• revenue - Revenue metrics
• profit - Profit metrics
• burn_rate - Burn rate metrics
• runway - Runway metrics
• expenses - Expense metrics
• spending - Spending metrics

search

• search - Search

tags

• list - List all tags
• create - Create a new tag
• get - Retrieve a tag
• delete - Delete a tag
• update - Update a tag

teams

• list - List all teams
• get - Retrieve a team
• update - Update a team
• members - List all team members

tracker

• delete - Delete a tracker entry

tracker_entries

• list - List all tracker entries

tracker_projects

• list - List all tracker projects
• create - Create a tracker project
• get - Retrieve a tracker project
• delete - Delete a tracker project
• update - Update a tracker project

transactions

• list - List all transactions
• create - Create a transaction
• get - Retrieve a transaction
• delete - Delete a transaction
• update - Update a transaction
• create_many - Bulk create transactions
• delete_many - Bulk delete transactions
• update_many - Bulk update transactions

users

• get - Retrieve the current user
• update - Update the current user

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 midday import Midday, models
from midday.utils import BackoffStrategy, RetryConfig


with Midday(
    token="MIDDAY_API_KEY",
) as m_client:

    res = m_client.transactions.list(cursor="eyJpZCI6IjEyMyJ9", sort=[
        "date",
        "desc",
    ], page_size=50, q="office supplies", categories=[
        "office-supplies",
        "travel",
    ], tags=[
        "tag-1",
        "tag-2",
    ], start="2024-04-01T00:00:00.000Z", end="2024-04-30T23:59:59.999Z", accounts=[
        "account-1",
        "account-2",
    ], assignees=[
        "user-1",
        "user-2",
    ], statuses=[
        "pending",
        "completed",
    ], recurring=[
        "monthly",
        "annually",
    ], attachments=models.Attachments.INCLUDE, amount_range=[
        100,
        1000,
    ], amount=[
        "150.75",
        "299.99",
    ], type_=models.ListTransactionsType.EXPENSE,
        RetryConfig("backoff", BackoffStrategy(1, 50, 1.1, 100), False))

    # Handle response
    print(res)

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 midday import Midday, models
from midday.utils import BackoffStrategy, RetryConfig


with Midday(
    retry_config=RetryConfig("backoff", BackoffStrategy(1, 50, 1.1, 100), False),
    token="MIDDAY_API_KEY",
) as m_client:

    res = m_client.transactions.list(cursor="eyJpZCI6IjEyMyJ9", sort=[
        "date",
        "desc",
    ], page_size=50, q="office supplies", categories=[
        "office-supplies",
        "travel",
    ], tags=[
        "tag-1",
        "tag-2",
    ], start="2024-04-01T00:00:00.000Z", end="2024-04-30T23:59:59.999Z", accounts=[
        "account-1",
        "account-2",
    ], assignees=[
        "user-1",
        "user-2",
    ], statuses=[
        "pending",
        "completed",
    ], recurring=[
        "monthly",
        "annually",
    ], attachments=models.Attachments.INCLUDE, amount_range=[
        100,
        1000,
    ], amount=[
        "150.75",
        "299.99",
    ], type_=models.ListTransactionsType.EXPENSE)

    # Handle response
    print(res)

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.APIError 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 list_async method may raise the following exceptions:

Error Type	Status Code	Content Type
errors.APIError	4XX, 5XX	*/*

Example

from midday import Midday, errors, models


with Midday(
    token="MIDDAY_API_KEY",
) as m_client:
    res = None
    try:

        res = m_client.transactions.list(cursor="eyJpZCI6IjEyMyJ9", sort=[
            "date",
            "desc",
        ], page_size=50, q="office supplies", categories=[
            "office-supplies",
            "travel",
        ], tags=[
            "tag-1",
            "tag-2",
        ], start="2024-04-01T00:00:00.000Z", end="2024-04-30T23:59:59.999Z", accounts=[
            "account-1",
            "account-2",
        ], assignees=[
            "user-1",
            "user-2",
        ], statuses=[
            "pending",
            "completed",
        ], recurring=[
            "monthly",
            "annually",
        ], attachments=models.Attachments.INCLUDE, amount_range=[
            100,
            1000,
        ], amount=[
            "150.75",
            "299.99",
        ], type_=models.ListTransactionsType.EXPENSE)

        # Handle response
        print(res)

    except errors.APIError as e:
        # handle exception
        raise(e)

Server Selection

Override Server URL Per-Client

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

from midday import Midday, models


with Midday(
    server_url="https://api.midday.ai",
    token="MIDDAY_API_KEY",
) as m_client:

    res = m_client.transactions.list(cursor="eyJpZCI6IjEyMyJ9", sort=[
        "date",
        "desc",
    ], page_size=50, q="office supplies", categories=[
        "office-supplies",
        "travel",
    ], tags=[
        "tag-1",
        "tag-2",
    ], start="2024-04-01T00:00:00.000Z", end="2024-04-30T23:59:59.999Z", accounts=[
        "account-1",
        "account-2",
    ], assignees=[
        "user-1",
        "user-2",
    ], statuses=[
        "pending",
        "completed",
    ], recurring=[
        "monthly",
        "annually",
    ], attachments=models.Attachments.INCLUDE, amount_range=[
        100,
        1000,
    ], amount=[
        "150.75",
        "299.99",
    ], type_=models.ListTransactionsType.EXPENSE)

    # Handle response
    print(res)

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 midday import Midday
import httpx

http_client = httpx.Client(headers={"x-custom-header": "someValue"})
s = Midday(client=http_client)

or you could wrap the client with your own custom logic:

from midday import Midday
from midday.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 = Midday(async_client=CustomClient(httpx.AsyncClient()))

Resource Management

The Midday 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 midday import Midday
def main():

    with Midday(
        token="MIDDAY_API_KEY",
    ) as m_client:
        # Rest of application here...


# Or when using async:
async def amain():

    async with Midday(
        token="MIDDAY_API_KEY",
    ) as m_client:
        # Rest of application here...

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 midday import Midday
import logging

logging.basicConfig(level=logging.DEBUG)
s = Midday(debug_logger=logging.getLogger("midday"))

You can also enable a default debug logger by setting an environment variable MIDDAY_DEBUG to true.

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. Any manual changes added to internal files will be overwritten on the next generation. We look forward to hearing your feedback. Feel free to open a PR or an issue with a proof of concept and we'll do our best to include it in a future release.

SDK Created by Speakeasy