SmartFlo Python API Docs | dltHub

Build a SmartFlo-to-database pipeline in Python using dlt with AI harness support for Claude Code, Cursor, and Codex.

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SmartFlo is a cloud telephony platform that provides APIs for managing call records, dial plans, and user operations. The REST API base URL is https://api-smartflo.tatateleservices.com/v1 and all requests require a Bearer token for authentication.

dlt is an open-source Python library that handles authentication, pagination, and schema evolution automatically. dlthub provides AI context files that enable code assistants to generate production-ready pipelines. Install with uv add "dlt[hub]" and start loading SmartFlo data in under 10 minutes.


What data can I load from SmartFlo?

Here are some of the endpoints you can load from SmartFlo:

ResourceEndpointMethodData selectorDescription
call_recordsv1/call/recordsGETresultsReturns paginated list of call detail records
usersv1/usersGETFetch list of users with pagination
dnd_listsv1/broadcast/dnd/listsGETFetch list of DND lists with pagination/cursor
dnd_leadsv1/broadcast/dnd/leadsGETFetch list of leads in DND list
skill_listsv1/dialer/skill_listsGETFetch list of skill lists

How do I authenticate with the SmartFlo API?

Authentication is performed by passing a Bearer token in the 'Authorization' header (e.g., 'Authorization: Bearer ').

1. Get your credentials

  1. Log in to the SmartFlo portal at https://smartflo.tatateleservices.com. 2. In the left-hand navigation menu, locate and click on 'API Connect'. 3. To obtain your primary account authentication, navigate to 'API Tokens', click 'Create New Token', configure the required scopes and expiry, and save the generated token value immediately, as it will only be displayed once. 4. For specific Click-to-Call functionality, navigate to 'Click to Call Support API' within the same 'API Connect' menu to generate or copy an existing API Key.

2. Add them to .dlt/secrets.toml

[sources.smartflo_source] token = "your_api_token_here"

dlt reads this automatically at runtime — never hardcode tokens in your pipeline script. For production environments, see setting up credentials with dlt for environment variable and vault-based options.


How do I set up and run the pipeline?

Set up a virtual environment and install dlt:

uv init uv add "dlt[hub]"

1. Install the dlt AI harness:

uv run dlthub ai init --agent <your-agent> # <agent>: claude | cursor | codex

This installs project rules, a secrets management skill, appropriate ignore files, and configures the dlt MCP server for your agent. Learn more →

2. Install the rest-api-pipeline toolkit:

uv run dlthub ai toolkit install rest-api-pipeline

This loads the skills and context about dlt the agent uses to build the pipeline iteratively, efficiently, and safely. The agent uses MCP tools to inspect credentials — it never needs to read your secrets.toml directly. Learn more →

3. Start LLM-assisted coding:

Use /find-source to load data from the SmartFlo API into DuckDB.

The rest-api-pipeline toolkit takes over from here — it reads relevant API documentation, presents you with options for which endpoints to load, and follows a structured workflow to scaffold, debug, and validate the pipeline step by step.

4. Run the pipeline:

uv run python smartflo_pipeline.py

If everything is configured correctly, you'll see output like this:

Pipeline smartflo_pipeline load step completed in 0.26 seconds 1 load package(s) were loaded to destination duckdb and into dataset smartflo_data The duckdb destination used duckdb:/smartflo.duckdb location to store data Load package 1749667187.541553 is LOADED and contains no failed jobs

Inspect your pipeline and data:

uv run dlthub show

This opens the Pipeline Dashboard where you can verify pipeline state, load metrics, schema (tables, columns, types), and query the loaded data directly.


Python pipeline example

This example loads /v1/auth/login and /v1/call/records from the SmartFlo API into DuckDB. It mirrors the endpoint and data selector configuration from the table above:

import dlt from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources @dlt.source def smartflo_source(api_token=dlt.secrets.value): config: RESTAPIConfig = { "client": { "base_url": "https://api-smartflo.tatateleservices.com/v1", "auth": {"type": "bearer", "token": api_token}, }, "resources": [ {"name": "call_records", "endpoint": {"path": "v1/call/records", "data_selector": "results"}}, {"name": "dnd_lists", "endpoint": {"path": "v1/broadcast/dnd/lists"}} ], } yield from rest_api_resources(config) def get_data() -> None: pipeline = dlt.pipeline( pipeline_name="smartflo_pipeline", destination="duckdb", dataset_name="smartflo_data", ) load_info = pipeline.run(smartflo_source()) print(load_info)

To add more endpoints, append entries from the resource table to the "resources" list using the same name, path, and data_selector pattern.


How do I query the loaded data?

Once the pipeline runs, dlt creates one table per resource. You can query with Python or SQL.

Python (pandas DataFrame):

import dlt data = dlt.pipeline("smartflo_pipeline").dataset() sessions_df = data.call_records.df() print(sessions_df.head())

SQL (DuckDB example):

SELECT * FROM smartflo_data.call_records LIMIT 10;

In a marimo or Jupyter notebook:

import dlt data = dlt.pipeline("smartflo_pipeline").dataset() data.call_records.df().head()

See how to explore your data in marimo Notebooks and how to query your data in Python with dataset.


What destinations can I load SmartFlo data to?

dlt supports loading into any of these destinations — only the destination parameter changes:

DestinationExample value
DuckDB (local, default)"duckdb"
PostgreSQL"postgres"
BigQuery"bigquery"
Snowflake"snowflake"
Redshift"redshift"
Databricks"databricks"
Filesystem (S3, GCS, Azure)"filesystem"

Change the destination in dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. See the full destinations list.


Next steps

Continue your data engineering journey with the other toolkits of the dltHub AI harness:

  • data-exploration — Build custom notebooks, charts, and dashboards for deeper analysis with marimo notebooks.
  • dlthub-platform — Deploy, schedule, and monitor your pipeline in production.
uv run dlthub ai toolkit install data-exploration uv run dlthub ai toolkit install dlthub-platform

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