@endexai/factset-estimates

Endex Factset Estimates Node API Library

This library provides convenient access to the Endex Factset Estimates REST API from server-side TypeScript or JavaScript.

The REST API documentation can be found on docs.endex-factset-estimates.com. The full API of this library can be found in api.md.

It is generated with Stainless.

Installation

npm install @endexai/factset-estimates

Usage

The full API of this library can be found in api.md.

import EndexFactsetEstimates from '@endexai/factset-estimates';

const client = new EndexFactsetEstimates({
  accessToken: 'My Access Token',
});

async function main() {
  const consensusResponse = await client.factsetEstimates.v2.rollingConsensus.create({
    ids: ['FDS-US'],
    metrics: ['SALES'],
  });

  console.log(consensusResponse.data);
}

main();

Request & Response types

This library includes TypeScript definitions for all request params and response fields. You may import and use them like so:

import EndexFactsetEstimates from '@endexai/factset-estimates';

const client = new EndexFactsetEstimates({
  accessToken: 'My Access Token',
});

async function main() {
  const params: EndexFactsetEstimates.FactsetEstimates.V2.RollingConsensusCreateParams = {
    ids: ['FDS-US'],
    metrics: ['SALES'],
  };
  const consensusResponse: EndexFactsetEstimates.ConsensusResponse =
    await client.factsetEstimates.v2.rollingConsensus.create(params);
}

main();

Documentation for each method, request param, and response field are available in docstrings and will appear on hover in most modern editors.

Handling 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 APIError will be thrown:

async function main() {
  const consensusResponse = await client.factsetEstimates.v2.rollingConsensus
    .create({ ids: ['FDS-US'], metrics: ['SALES'] })
    .catch(async (err) => {
      if (err instanceof EndexFactsetEstimates.APIError) {
        console.log(err.status); // 400
        console.log(err.name); // BadRequestError
        console.log(err.headers); // {server: 'nginx', ...}
      } else {
        throw err;
      }
    });
}

main();

Error codes are as followed:

Status Code	Error Type
400	BadRequestError
401	AuthenticationError
403	PermissionDeniedError
404	NotFoundError
422	UnprocessableEntityError
429	RateLimitError
>=500	InternalServerError
N/A	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, and >=500 Internal errors will all be retried by default.

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

// Configure the default for all requests:
const client = new EndexFactsetEstimates({
  maxRetries: 0, // default is 2
});

// Or, configure per-request:
await client.factsetEstimates.v2.rollingConsensus.create({ ids: ['FDS-US'], metrics: ['SALES'] }, {
  maxRetries: 5,
});

Timeouts

Requests time out after 1 minute by default. You can configure this with a timeout option:

// Configure the default for all requests:
const client = new EndexFactsetEstimates({
  timeout: 20 * 1000, // 20 seconds (default is 1 minute)
});

// Override per-request:
await client.factsetEstimates.v2.rollingConsensus.create({ ids: ['FDS-US'], metrics: ['SALES'] }, {
  timeout: 5 * 1000,
});

On timeout, an APIConnectionTimeoutError is thrown.

Note that requests which time out will be retried twice by default.

Advanced Usage

Accessing raw Response data (e.g., headers)

The "raw" Response returned by fetch() can be accessed through the .asResponse() method on the APIPromise type that all methods return.

You can also use the .withResponse() method to get the raw Response along with the parsed data.

const client = new EndexFactsetEstimates();

const response = await client.factsetEstimates.v2.rollingConsensus
  .create({ ids: ['FDS-US'], metrics: ['SALES'] })
  .asResponse();
console.log(response.headers.get('X-My-Header'));
console.log(response.statusText); // access the underlying Response object

const { data: consensusResponse, response: raw } = await client.factsetEstimates.v2.rollingConsensus
  .create({ ids: ['FDS-US'], metrics: ['SALES'] })
  .withResponse();
console.log(raw.headers.get('X-My-Header'));
console.log(consensusResponse.data);

Making custom/undocumented requests

This library is typed for convenient access to the documented API. If you need to access undocumented endpoints, params, or response properties, the library can still be used.

Undocumented endpoints

To make requests to undocumented endpoints, you can use client.get, client.post, and other HTTP verbs. Options on the client, such as retries, will be respected when making these requests.

await client.post('/some/path', {
  body: { some_prop: 'foo' },
  query: { some_query_arg: 'bar' },
});

Undocumented request params

To make requests using undocumented parameters, you may use // @ts-expect-error on the undocumented parameter. This library doesn't validate at runtime that the request matches the type, so any extra values you send will be sent as-is.

client.foo.create({
  foo: 'my_param',
  bar: 12,
  // @ts-expect-error baz is not yet public
  baz: 'undocumented option',
});

For requests with the GET verb, any extra params will be in the query, all other requests will send the extra param in the body.

If you want to explicitly send an extra argument, you can do so with the query, body, and headers request options.

Undocumented response properties

To access undocumented response properties, you may access the response object with // @ts-expect-error on the response object, or cast the response object to the requisite type. Like the request params, we do not validate or strip extra properties from the response from the API.

Customizing the fetch client

By default, this library uses node-fetch in Node, and expects a global fetch function in other environments.

If you would prefer to use a global, web-standards-compliant fetch function even in a Node environment, (for example, if you are running Node with --experimental-fetch or using NextJS which polyfills with undici), add the following import before your first import from "EndexFactsetEstimates":

// Tell TypeScript and the package to use the global web fetch instead of node-fetch.
// Note, despite the name, this does not add any polyfills, but expects them to be provided if needed.
import '@endexai/factset-estimates/shims/web';
import EndexFactsetEstimates from '@endexai/factset-estimates';

To do the inverse, add import "@endexai/factset-estimates/shims/node" (which does import polyfills). This can also be useful if you are getting the wrong TypeScript types for Response (more details).

Logging and middleware

You may also provide a custom fetch function when instantiating the client, which can be used to inspect or alter the Request or Response before/after each request:

import { fetch } from 'undici'; // as one example
import EndexFactsetEstimates from '@endexai/factset-estimates';

const client = new EndexFactsetEstimates({
  fetch: async (url: RequestInfo, init?: RequestInit): Promise<Response> => {
    console.log('About to make a request', url, init);
    const response = await fetch(url, init);
    console.log('Got response', response);
    return response;
  },
});

Note that if given a DEBUG=true environment variable, this library will log all requests and responses automatically. This is intended for debugging purposes only and may change in the future without notice.

Configuring an HTTP(S) Agent (e.g., for proxies)

By default, this library uses a stable agent for all http/https requests to reuse TCP connections, eliminating many TCP & TLS handshakes and shaving around 100ms off most requests.

If you would like to disable or customize this behavior, for example to use the API behind a proxy, you can pass an httpAgent which is used for all requests (be they http or https), for example:

import http from 'http';
import { HttpsProxyAgent } from 'https-proxy-agent';

// Configure the default for all requests:
const client = new EndexFactsetEstimates({
  httpAgent: new HttpsProxyAgent(process.env.PROXY_URL),
});

// Override per-request:
await client.factsetEstimates.v2.rollingConsensus.create(
  { ids: ['FDS-US'], metrics: ['SALES'] },
  {
    httpAgent: new http.Agent({ keepAlive: false }),
  },
);

Semantic versioning

This package generally follows SemVer conventions, though certain backwards-incompatible changes may be released as minor versions:

1. Changes that only affect static types, without breaking runtime behavior.
2. Changes to library internals which are technically public but not intended or documented for external use. (Please open a GitHub issue to let us know if you are relying on such internals).
3. Changes that we do not expect to impact the vast majority of users in practice.

We take backwards-compatibility seriously and work hard to ensure you can rely on a smooth upgrade experience.

We are keen for your feedback; please open an issue with questions, bugs, or suggestions.

Requirements

TypeScript >= 4.5 is supported.

The following runtimes are supported:

Note that React Native is not supported at this time.

If you are interested in other runtime environments, please open or upvote an issue on GitHub.