Modern Treasury Python Library

Warnings

• breaking A significant breaking change occurred around version v0.5.0, where argument passing to methods transitioned from a single `TypedDict` object to individual keyword arguments. Code written for older versions using `TypedDict` will break.
  Fix: Update method calls to pass arguments as individual keyword parameters (e.g., `client.create({'name': '...' })` becomes `client.create(name='...')`). A migration guide was provided for incremental migration.
• gotcha While the library uses `httpx` and has a default request timeout of 1 minute (and retries certain errors), long-running operations or slow network conditions may benefit from explicit timeout configuration. If not explicitly set, requests could hang for the default duration.
  Fix: Configure timeouts globally during client initialization (e.g., `ModernTreasury(timeout=20.0)`) or on a per-request basis using `with_options(timeout=...)`. Consider `httpx.Timeout` for granular control over connect, read, and write timeouts. Always implement retry policies for transient errors.
• gotcha List methods in the Modern Treasury API are paginated. While the Python library provides auto-paginating iterators (e.g., `for item in client.resource.list():`), direct access to raw page data or granular control requires using methods like `.has_next_page()`, `.next_page_info()`, or `.get_next_page()`.
  Fix: Utilize the provided iterator for simple traversal, or use explicit pagination methods for more control, especially in asynchronous contexts where `await` is required for page fetching.
• breaking For users accessing raw response data (e.g., headers), the `LegacyAPIResponse` object is changing in the next major version. In the synchronous client, `content` and `text` will become methods instead of properties. In the asynchronous client, all methods will be asynchronous.
  Fix: Be prepared to update code that accesses `.content` or `.text` as properties to call them as methods (`.content()` or `.text()`) and ensure `await` is used for async client methods when the next major version is released. A migration script is expected.

Install

• pip install modern-treasury Install with pip

Imports

• ModernTreasury

  from modern_treasury import ModernTreasury

• AsyncModernTreasury

  from modern_treasury import AsyncModernTreasury

Quickstart

Initializes the synchronous Modern Treasury client using environment variables for authentication and demonstrates creating and listing counterparties. For asynchronous usage, import `AsyncModernTreasury` and `await` calls.

import os
from modern_treasury import ModernTreasury

# It's highly recommended to use environment variables for credentials
# e.g., in a .env file: MODERN_TREASURY_API_KEY='your_api_key' MODERN_TREASURY_ORGANIZATION_ID='your_org_id'
client = ModernTreasury(
    api_key=os.environ.get("MODERN_TREASURY_API_KEY", ""),
    organization_id=os.environ.get("MODERN_TREASURY_ORGANIZATION_ID", ""),
)

try:
    # Example: Create a counterparty
    counterparty = client.counterparties.create(
        name="My First Counterparty"
    )
    print(f"Successfully created counterparty with ID: {counterparty.id}")

    # Example: List counterparties (handles pagination automatically)
    print("\nListing all counterparties:")
    for cp in client.counterparties.list():
        print(f" - {cp.name} (ID: {cp.id})")

except Exception as e:
    print(f"An error occurred: {e}")