SumTotal Python API Docs | dltHub

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

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SumTotal is a learning and talent management platform that provides REST and OData APIs for integrating organizational data. The REST API base URL is https://{site-url}/apis and all requests require a Bearer token obtained via OAuth 2.0 flow.

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 pip install "dlt[workspace]" and start loading SumTotal data in under 10 minutes.


What data can I load from SumTotal?

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

ResourceEndpointMethodData selectorDescription
users/learn.rest/v1/usersGETitemsRetrieve a list of users
user_roles/learn.rest/v1/learncenters/{id}/userrolesGETitemsRetrieve user roles in a learn center
transcripts/odata/api/TranscriptGETRetrieve learning transcripts
activities/odata/api/ActivityGETRetrieve learning activities
persons/odata/api/PersonGETRetrieve person/user records

How do I authenticate with the SumTotal API?

SumTotal uses OAuth 2.0 authentication. To authenticate, you must POST a request with application/x-www-form-urlencoded credentials to the /apisecurity/connect/token endpoint, which returns a JWT access token that must be provided in the Authorization header as a Bearer token for subsequent requests.

1. Get your credentials

To obtain credentials for the SumTotal REST API, you must configure an OAuth client within the SumTotal administration dashboard. Follow these steps: 1. Log in to your SumTotal instance with administrative privileges. 2. Navigate to Administration > Common Objects > Configuration > OAuth Configuration. 3. Click Add to create a new OAuth client. 4. Define your Client ID. 5. Enter a secure Client Secret. 6. Select the 'allapis' scope to ensure access to REST APIs. 7. Ensure that PKCE (Proof Key for Code Exchange) is disabled, as enabling it may block standard machine-to-machine API calls. 8. Click Submit to save the configuration. Use the resulting Client ID and Client Secret, along with your tenant base URL, to authenticate via the OAuth 2.0 Client Credentials grant flow.

2. Add them to .dlt/secrets.toml

[sources.sumtotal_source] base_url = "https://your-tenant.sumtotal.host" client_id = "your_client_id" client_secret = "your_client_secret" scope = "allapis"

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 venv && source .venv/bin/activate uv pip install "dlt[workspace]"

1. Install the dlt AI harness:

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:

dlthub ai toolkit rest-api-pipeline install

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 SumTotal 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:

python sumtotal_pipeline.py

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

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

Inspect your pipeline and data:

dlt pipeline sumtotal_pipeline 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 connect/token and users from the SumTotal 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 sumtotal_source(client_id=dlt.secrets.value): config: RESTAPIConfig = { "client": { "base_url": "https://{site-url}/apis", "auth": {"type": "bearer", "token": client_id}, }, "resources": [ {"name": "users", "endpoint": {"path": "apis/api/v1/users", "data_selector": "items"}}, {"name": "transcripts", "endpoint": {"path": "odata/api/Transcript", "data_selector": "items"}} ], } yield from rest_api_resources(config) def get_data() -> None: pipeline = dlt.pipeline( pipeline_name="sumtotal_pipeline", destination="duckdb", dataset_name="sumtotal_data", ) load_info = pipeline.run(sumtotal_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("sumtotal_pipeline").dataset() sessions_df = data.users.df() print(sessions_df.head())

SQL (DuckDB example):

SELECT * FROM sumtotal_data.users LIMIT 10;

In a marimo or Jupyter notebook:

import dlt data = dlt.pipeline("sumtotal_pipeline").dataset() data.users.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 SumTotal 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.
dlthub ai toolkit data-exploration install dlthub ai toolkit dlthub-platform install

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