Modern Treasury Ruby API library

The Modern Treasury Ruby library provides convenient access to the Modern Treasury REST API from any Ruby 3.0.0+ application.

Documentation

Documentation for the most recent release of this gem can be found on RubyDoc.

The underlying REST API documentation can be found on docs.moderntreasury.com.

Installation

To use this gem during the beta, install directly from GitHub with Bundler by adding the following to your application's Gemfile:

gem "modern_treasury", git: "https://github.com/Modern-Treasury/modern-treasury-ruby", branch: "main"

To fetch an initial copy of the gem:

bundle install

To update the version used by your application when updates are pushed to GitHub:

bundle update modern_treasury

Usage

require "bundler/setup"
require "modern_treasury"

modern_treasury = ModernTreasury::Client.new(
  organization_id: "my-organization-ID", # defaults to ENV["MODERN_TREASURY_ORGANIZATION_ID"]
  api_key: "My API Key" # defaults to ENV["MODERN_TREASURY_API_KEY"]
)

counterparty = modern_treasury.counterparties.create(name: "my first counterparty")

puts(counterparty.id)

Errors

When the library is unable to connect to the API, or if the API returns a non-success status code (i.e., 4xx or 5xx response), a subclass of ModernTreasury::Error will be thrown:

begin
  external_account = modern_treasury.external_accounts.create(counterparty_id: "missing")
rescue ModernTreasury::Error => e
  puts(e.status) # 400
end

Error codes are as followed:

Cause	Error Type
HTTP 400	BadRequestError
HTTP 401	AuthenticationError
HTTP 403	PermissionDeniedError
HTTP 404	NotFoundError
HTTP 409	ConflictError
HTTP 422	UnprocessableEntityError
HTTP 429	RateLimitError
HTTP >=500	InternalServerError
Other HTTP error	APIStatusError
Timeout	APITimeoutError
Network error	APIConnectionError

Retries

Certain errors will be automatically retried 2 times by default, with a short exponential backoff. Connection errors (for example, due to a network connectivity problem), 408 Request Timeout, 409 Conflict, 429 Rate Limit, >=500 Internal errors, and timeouts will all be retried by default.

You can use the max_retries option to configure or disable this:

# Configure the default for all requests:
modern_treasury = ModernTreasury::Client.new(
  max_retries: 0 # default is 2
)

# Or, configure per-request:
modern_treasury.counterparties.create(name: "my first counterparty", request_options: {max_retries: 5})

Timeouts

By default, requests will time out after 60 seconds. Timeouts are applied separately to the initial connection and the overall request time, so in some cases a request could wait 2*timeout seconds before it fails.

You can use the timeout option to configure or disable this:

# Configure the default for all requests:
modern_treasury = ModernTreasury::Client.new(
  timeout: nil # default is 60
)

# Or, configure per-request:
modern_treasury.counterparties.create(name: "my first counterparty", request_options: {timeout: 5})

Versioning

This package follows SemVer conventions. As the library is in initial development and has a major version of 0, APIs may change at any time.

Requirements

Ruby 3.0 or higher.