Setup

Install the Ottimate Python SDK, exchange your credentials for an access token, and create an authenticated client.

Prerequisites

• Python 3.8 or later
• An Ottimate API key, OAuth client ID, and client secret. See Authentication for how to obtain them.

Install the package

The SDK is published to PyPI as ottimate-sdk. Install it into a virtual environment:

$
python3 -m venv venv
$
source venv/bin/activate
$
pip install ottimate-sdk==0.1.7

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from ottimate import Ottimate

Configure your credentials

Keep credentials out of source control. Create a .env file alongside your script:

OTTIMATE_API_KEY="your_api_key"
OTTIMATE_CLIENT_ID="your_client_id"
OTTIMATE_CLIENT_SECRET="your_client_secret"
OTTIMATE_ACCOUNT_ID="racc_..."
OTTIMATE_COMPANY_ID="your_company_id"
OTTIMATE_LOCATION_ID="your_location_id"

Load them with any loader you prefer. The examples below use python-dotenv, which you can add with pip install python-dotenv:

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import os
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from dotenv import load_dotenv
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load_dotenv()
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api_key = os.environ["OTTIMATE_API_KEY"]
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client_id = os.environ["OTTIMATE_CLIENT_ID"]
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client_secret = os.environ["OTTIMATE_CLIENT_SECRET"]
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# Account IDs are strings prefixed with `racc_`; company and location IDs are integers
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ottimate_account_id = os.environ["OTTIMATE_ACCOUNT_ID"]
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ottimate_company_id = int(os.environ["OTTIMATE_COMPANY_ID"])
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ottimate_location_id = int(os.environ["OTTIMATE_LOCATION_ID"])

These variable names are the ones used by the rest of the pages in this section.

Choose an environment

Select the target environment with the OttimateEnvironment enum rather than hardcoding a URL. Both values already include the required /v1 path segment.

PRODUCTION is the default. Start against SANDBOX while you build — see Sandbox Environment.

Authenticate and create the client

Authentication is a two-step exchange. First create a short-lived client that carries only your API key and call the OAuth endpoint. Then create the client you will actually use, passing the returned access token as a bearer token.

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from ottimate import Ottimate, OttimateEnvironment
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ENVIRONMENT = OttimateEnvironment.SANDBOX
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# 1. Exchange client credentials for an access token
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auth_client = Ottimate(environment=ENVIRONMENT, api_key=api_key)
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token_response = auth_client.oauth.post_oauth_token(
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    client_id=client_id,
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    client_secret=client_secret,
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    scope="accounts.can_access_dashboard",
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)
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access_token = token_response.access_token
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# 2. Create the authenticated client
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client = Ottimate(
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    environment=ENVIRONMENT,
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    api_key=api_key,
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    api_version="1.0.0",
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    headers={"Authorization": f"Bearer {access_token}"},
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)

The token response also exposes token_type, expires_in, and scope. Tokens expire, so cache the token and repeat step 1 when expires_in elapses or a request returns 401. See Authentication for details.

Verify the client works

Fetch the companies on your account as a smoke test:

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companies = client.accounts.get_accounts_id_companies(id=ottimate_account_id)
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print(companies)

The client object created here is the one used by every other page in this section.

Optional settings

Async usage

For asyncio applications, import AsyncOttimate instead. It takes the same arguments and exposes the same methods as coroutines:

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from ottimate import AsyncOttimate, OttimateEnvironment
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client = AsyncOttimate(
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    environment=OttimateEnvironment.SANDBOX,
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    api_key=api_key,
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    headers={"Authorization": f"Bearer {access_token}"},
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)
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companies = await client.accounts.get_accounts_id_companies(id=ottimate_account_id)