BridgeFT WealthTech API Python API Docs | dltHub

BridgeFT WealthTech API provides access to high-fidelity data from financial custodians and market data providers. It includes an API for automating the Release of Information process. The API is API-first, multi-custodial, and built for developers. The REST API base URL is https://api.bridgeft.com/v2 and all requests require a Bearer access token (Machine‑to‑Machine API Key → access token).

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 BridgeFT WealthTech API data in under 10 minutes.

---

What data can I load from BridgeFT WealthTech API?

Here are some of the endpoints you can load from BridgeFT WealthTech API:

---

How do I authenticate with the BridgeFT WealthTech API API?

Obtain Machine‑to‑Machine credentials, exchange them for an API token, and include Authorization: Bearer {YOUR_TOKEN} on each request (JSON bodies require Content-Type: application/json).

1. Get your credentials

1. Request Machine‑to‑Machine credentials from BridgeFT (see Authentication Guide).
2. Download the OpenAPI/Postman collection at http://docs.bridgeft.com/openapi.
3. Use your M2M credentials to obtain an API token as described in the Machine‑to‑Machine Authentication guide.
4. Include the token in the Authorization: Bearer {YOUR_TOKEN} header for all API calls.

2. Add them to .dlt/secrets.toml

Copy
[sources.bridgeft_wealthtech_api_source]
api_key = "your_bearer_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:

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

1. Install the dlt AI Workbench:

Copy
dlt 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:

Copy
dlt 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 BridgeFT WealthTech API 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:

Copy
python bridgeft_wealthtech_api_pipeline.py

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

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

Inspect your pipeline and data:

Copy
dlt pipeline bridgeft_wealthtech_api_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 related_persons and accounts from the BridgeFT WealthTech API API into DuckDB. It mirrors the endpoint and data selector configuration from the table above:

Copy
import dlt
from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources

@dlt.source
def bridgeft_wealthtech_api_source(token=dlt.secrets.value):
    config: RESTAPIConfig = {
        "client": {
            "base_url": "https://api.bridgeft.com/v2",
            "auth": {
                "type": "bearer",
                "token": token,
            },
        },
        "resources": [
            {"name": "related_persons", "endpoint": {"path": "account-management/related-persons"}},
            {"name": "accounts", "endpoint": {"path": "accounts"}}
        ],
    }
    yield from rest_api_resources(config)


def get_data() -> None:
    pipeline = dlt.pipeline(
        pipeline_name="bridgeft_wealthtech_api_pipeline",
        destination="duckdb",
        dataset_name="bridgeft_wealthtech_api_data",
    )
    load_info = pipeline.run(bridgeft_wealthtech_api_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):

Copy
import dlt

data = dlt.pipeline("bridgeft_wealthtech_api_pipeline").dataset()
sessions_df = data.related_persons.df()
print(sessions_df.head())

SQL (DuckDB example):

Copy
SELECT * FROM bridgeft_wealthtech_api_data.related_persons LIMIT 10;

In a marimo or Jupyter notebook:

Copy
import dlt

data = dlt.pipeline("bridgeft_wealthtech_api_pipeline").dataset()
data.related_persons.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 BridgeFT WealthTech API data to?

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

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 Workbench:

• data-exploration — Build custom notebooks, charts, and dashboards for deeper analysis with marimo notebooks.
• dlthub-runtime — Deploy, schedule, and monitor your pipeline in production.

Copy
dlt ai toolkit data-exploration install
dlt ai toolkit dlthub-runtime install

• How to deploy a pipeline
• How to explore your data in marimo Notebooks
• How to query your data in Python with dataset
• Join the dlt community on Slack