release: 1.64.0

.github/workflows/ci.yml

@@ -19,7 +19,7 @@ jobs:
     runs-on: ${{ github.repository == 'stainless-sdks/modern-treasury-python' && 'depot-ubuntu-24.04' || 'ubuntu-latest' }}
     if: github.event_name == 'push' || github.event.pull_request.head.repo.fork
     steps:
-      - uses: actions/checkout@v4
+      - uses: actions/checkout@v6
 
       - name: Install Rye
         run: |
@@ -44,7 +44,7 @@ jobs:
       id-token: write
     runs-on: ${{ github.repository == 'stainless-sdks/modern-treasury-python' && 'depot-ubuntu-24.04' || 'ubuntu-latest' }}
     steps:
-      - uses: actions/checkout@v4
+      - uses: actions/checkout@v6
 
       - name: Install Rye
         run: |
@@ -63,7 +63,7 @@ jobs:
       - name: Get GitHub OIDC Token
         if: github.repository == 'stainless-sdks/modern-treasury-python'
         id: github-oidc
-        uses: actions/github-script@v6
+        uses: actions/github-script@v8
         with:
           script: core.setOutput('github_token', await core.getIDToken());
 
@@ -81,7 +81,7 @@ jobs:
     runs-on: ${{ github.repository == 'stainless-sdks/modern-treasury-python' && 'depot-ubuntu-24.04' || 'ubuntu-latest' }}
     if: github.event_name == 'push' || github.event.pull_request.head.repo.fork
     steps:
-      - uses: actions/checkout@v4
+      - uses: actions/checkout@v6
 
       - name: Install Rye
         run: |

.github/workflows/publish-pypi.yml

@@ -14,7 +14,7 @@ jobs:
     runs-on: ubuntu-latest
 
     steps:
-      - uses: actions/checkout@v4
+      - uses: actions/checkout@v6
 
       - name: Install Rye
         run: |

.github/workflows/release-doctor.yml

@@ -12,7 +12,7 @@ jobs:
     if: github.repository == 'Modern-Treasury/modern-treasury-python' && (github.event_name == 'push' || github.event_name == 'workflow_dispatch' || startsWith(github.head_ref, 'release-please') || github.head_ref == 'next')
 
     steps:
-      - uses: actions/checkout@v4
+      - uses: actions/checkout@v6
 
       - name: Check release environment
         run: |

.release-please-manifest.json

@@ -1,3 +1,3 @@
 {
-  ".": "1.63.0"
+  ".": "1.64.0"
 }

.stats.yml

@@ -1,4 +1,4 @@
 configured_endpoints: 168
-openapi_spec_url: https://storage.googleapis.com/stainless-sdk-openapi-specs/modern-treasury%2Fmodern-treasury-b70193f02d90e71e996b5cf45038db80fe123344267e22207026f755e3198f56.yml
-openapi_spec_hash: 289fdda5739de528fa149e924511e428
+openapi_spec_url: https://storage.googleapis.com/stainless-sdk-openapi-specs/modern-treasury%2Fmodern-treasury-e4fb4d2325c0fbb78e23f4695b974e00d81dc4480789478dbdd0e077152cd623.yml
+openapi_spec_hash: 218b6e6d70e344395adc2fc5ff4c8f66
 config_hash: 196d1bf0caae233683efb6abc123941f

CHANGELOG.md

@@ -1,5 +1,35 @@
 # Changelog
 
+## 1.64.0 (2026-02-13)
+
+Full Changelog: [v1.63.0...v1.64.0](https://github.com/Modern-Treasury/modern-treasury-python/compare/v1.63.0...v1.64.0)
+
+### Features
+
+* **api:** api update ([ab0c565](https://github.com/Modern-Treasury/modern-treasury-python/commit/ab0c565b4220c6c9236181b4e1699dfe3d542147))
+* **api:** api update ([1894bde](https://github.com/Modern-Treasury/modern-treasury-python/commit/1894bdef23f2afc6d0e2e5b3e968838bce0c8130))
+* **api:** api update ([a36277e](https://github.com/Modern-Treasury/modern-treasury-python/commit/a36277e15343038decd3bf610f9e1ae68235a86a))
+* **api:** api update ([c92a9ce](https://github.com/Modern-Treasury/modern-treasury-python/commit/c92a9ce0dd768e53518a263241cdef81f1648a56))
+* **api:** api update ([80ff1b5](https://github.com/Modern-Treasury/modern-treasury-python/commit/80ff1b53fec639b70236541e6f5b9a8e548e5846))
+* **api:** api update ([a8c7d8d](https://github.com/Modern-Treasury/modern-treasury-python/commit/a8c7d8d62b7ab86c8cbd940b6a66905d218a2002))
+* **api:** api update ([59421e9](https://github.com/Modern-Treasury/modern-treasury-python/commit/59421e99d18c022caeeae69b34b21c3ad4d44311))
+* **client:** add custom JSON encoder for extended type support ([8e9e7dd](https://github.com/Modern-Treasury/modern-treasury-python/commit/8e9e7dd9ff628d218581f0ad3b3ab0d4521af898))
+
+
+### Bug Fixes
+
+* **docs:** fix mcp installation instructions for remote servers ([81262fe](https://github.com/Modern-Treasury/modern-treasury-python/commit/81262fe918cf0613b744fc25e49be04e34d578cc))
+
+
+### Chores
+
+* **ci:** upgrade `actions/github-script` ([b019b1f](https://github.com/Modern-Treasury/modern-treasury-python/commit/b019b1f45f89acebdfb3cd77e9485403c2671f8f))
+* format all `api.md` files ([586eba0](https://github.com/Modern-Treasury/modern-treasury-python/commit/586eba00e21d0ff37997d7ef257a23a042f42a21))
+* **internal:** bump dependencies ([f21a8b1](https://github.com/Modern-Treasury/modern-treasury-python/commit/f21a8b106ca2bd401fc9d5782574d11d700e6e4c))
+* **internal:** codegen related update ([4471585](https://github.com/Modern-Treasury/modern-treasury-python/commit/447158528a5c121ed3040901e6cb7b1117210b46))
+* **internal:** fix lint error on Python 3.14 ([f2a9d02](https://github.com/Modern-Treasury/modern-treasury-python/commit/f2a9d02bab75a30b9c614fe7c7369466ce2839d0))
+* **internal:** update `actions/checkout` version ([7e8aa74](https://github.com/Modern-Treasury/modern-treasury-python/commit/7e8aa742c35f82615786e9f3d70597b08dc9ca1d))
+
 ## 1.63.0 (2026-01-13)
 
 Full Changelog: [v1.62.0...v1.63.0](https://github.com/Modern-Treasury/modern-treasury-python/compare/v1.62.0...v1.63.0)

README.md

@@ -13,8 +13,8 @@ https://user-images.githubusercontent.com/704302/216504942-09ed8dd7-7f44-40a6-a5
 
 Use the Modern Treasury MCP Server to enable AI assistants to interact with this API, allowing them to explore endpoints, make test requests, and use documentation to help integrate this SDK into your application.
 
-[![Add to Cursor](https://cursor.com/deeplink/mcp-install-dark.svg)](https://cursor.com/en-US/install-mcp?name=modern-treasury-mcp&config=eyJjb21tYW5kIjoibnB4IiwiYXJncyI6WyIteSIsIm1vZGVybi10cmVhc3VyeS1tY3AiXX0)
-[![Install in VS Code](https://img.shields.io/badge/_-Add_to_VS_Code-blue?style=for-the-badge&logo=data:image/svg%2bxml;base64,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)](https://vscode.stainless.com/mcp/%7B%22name%22%3A%22modern-treasury-mcp%22%2C%22command%22%3A%22npx%22%2C%22args%22%3A%5B%22-y%22%2C%22modern-treasury-mcp%22%5D%7D)
+[![Add to Cursor](https://cursor.com/deeplink/mcp-install-dark.svg)](https://cursor.com/en-US/install-mcp?name=modern-treasury-mcp&config=eyJjb21tYW5kIjoibnB4IiwiYXJncyI6WyIteSIsIm1vZGVybi10cmVhc3VyeS1tY3AiXSwiZW52Ijp7Ik1PREVSTl9UUkVBU1VSWV9BUElfS0VZIjoiTXkgQVBJIEtleSIsIk1PREVSTl9UUkVBU1VSWV9PUkdBTklaQVRJT05fSUQiOiJteS1vcmdhbml6YXRpb24tSUQiLCJNT0RFUk5fVFJFQVNVUllfV0VCSE9PS19LRVkiOiJNeSBXZWJob29rIEtleSJ9fQ)
+[![Install in VS Code](https://img.shields.io/badge/_-Add_to_VS_Code-blue?style=for-the-badge&logo=data:image/svg%2bxml;base64,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)](https://vscode.stainless.com/mcp/%7B%22name%22%3A%22modern-treasury-mcp%22%2C%22command%22%3A%22npx%22%2C%22args%22%3A%5B%22-y%22%2C%22modern-treasury-mcp%22%5D%2C%22env%22%3A%7B%22MODERN_TREASURY_API_KEY%22%3A%22My%20API%20Key%22%2C%22MODERN_TREASURY_ORGANIZATION_ID%22%3A%22my-organization-ID%22%2C%22MODERN_TREASURY_WEBHOOK_KEY%22%3A%22My%20Webhook%20Key%22%7D%7D)
 
 > Note: You may need to set environment variables in your MCP client.
 

api.md

@@ -18,7 +18,6 @@ from modern_treasury.types import (
     LedgerTransactionCreateRequest,
     LegalEntityAddressCreateRequest,
     LegalEntityAssociationInlineCreate,
-    LegalEntityComplianceDetail,
     LegalEntityIndustryClassification,
     TransactionDirection,
 )

pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "modern-treasury"
-version = "1.63.0"
+version = "1.64.0"
 description = "The official Python library for the Modern Treasury API"
 dynamic = ["readme"]
 license = "MIT"
@@ -69,7 +69,7 @@ format = { chain = [
   # run formatting again to fix any inconsistencies when imports are stripped
   "format:ruff",
 ]}
-"format:docs" = "python scripts/utils/ruffen-docs.py README.md api.md"
+"format:docs" = "bash -c 'python scripts/utils/ruffen-docs.py README.md $(find . -type f -name api.md)'"
 "format:ruff" = "ruff format"
 
 "lint" = { chain = [

requirements-dev.lock

@@ -12,14 +12,14 @@
 -e file:.
 aiohappyeyeballs==2.6.1
     # via aiohttp
-aiohttp==3.13.2
+aiohttp==3.13.3
     # via httpx-aiohttp
     # via modern-treasury
 aiosignal==1.4.0
     # via aiohttp
 annotated-types==0.7.0
     # via pydantic
-anyio==4.12.0
+anyio==4.12.1
     # via httpx
     # via modern-treasury
 argcomplete==3.6.3
@@ -31,7 +31,7 @@ attrs==25.4.0
     # via nox
 backports-asyncio-runner==1.2.0
     # via pytest-asyncio
-certifi==2025.11.12
+certifi==2026.1.4
     # via httpcore
     # via httpx
 colorlog==6.10.1
@@ -61,15 +61,15 @@ httpx==0.28.1
     # via httpx-aiohttp
     # via modern-treasury
     # via respx
-httpx-aiohttp==0.1.9
+httpx-aiohttp==0.1.12
     # via modern-treasury
 humanize==4.13.0
     # via nox
 idna==3.11
     # via anyio
     # via httpx
     # via yarl
-importlib-metadata==8.7.0
+importlib-metadata==8.7.1
 iniconfig==2.1.0
     # via pytest
 markdown-it-py==3.0.0
@@ -82,14 +82,14 @@ multidict==6.7.0
 mypy==1.17.0
 mypy-extensions==1.1.0
     # via mypy
-nodeenv==1.9.1
+nodeenv==1.10.0
     # via pyright
 nox==2025.11.12
 packaging==25.0
     # via dependency-groups
     # via nox
     # via pytest
-pathspec==0.12.1
+pathspec==1.0.3
     # via mypy
 platformdirs==4.4.0
     # via virtualenv
@@ -115,13 +115,13 @@ python-dateutil==2.9.0.post0
     # via time-machine
 respx==0.22.0
 rich==14.2.0
-ruff==0.14.7
+ruff==0.14.13
 six==1.17.0
     # via python-dateutil
 sniffio==1.3.1
     # via modern-treasury
 time-machine==2.19.0
-tomli==2.3.0
+tomli==2.4.0
     # via dependency-groups
     # via mypy
     # via nox
@@ -141,7 +141,7 @@ typing-extensions==4.15.0
     # via virtualenv
 typing-inspection==0.4.2
     # via pydantic
-virtualenv==20.35.4
+virtualenv==20.36.1
     # via nox
 yarl==1.22.0
     # via aiohttp

requirements.lock

@@ -12,21 +12,21 @@
 -e file:.
 aiohappyeyeballs==2.6.1
     # via aiohttp
-aiohttp==3.13.2
+aiohttp==3.13.3
     # via httpx-aiohttp
     # via modern-treasury
 aiosignal==1.4.0
     # via aiohttp
 annotated-types==0.7.0
     # via pydantic
-anyio==4.12.0
+anyio==4.12.1
     # via httpx
     # via modern-treasury
 async-timeout==5.0.1
     # via aiohttp
 attrs==25.4.0
     # via aiohttp
-certifi==2025.11.12
+certifi==2026.1.4
     # via httpcore
     # via httpx
 distro==1.9.0
@@ -43,7 +43,7 @@ httpcore==1.0.9
 httpx==0.28.1
     # via httpx-aiohttp
     # via modern-treasury
-httpx-aiohttp==0.1.9
+httpx-aiohttp==0.1.12
     # via modern-treasury
 idna==3.11
     # via anyio

src/modern_treasury/_base_client.py

@@ -86,6 +86,7 @@
     APIConnectionError,
     APIResponseValidationError,
 )
+from ._utils._json import openapi_dumps
 from ._legacy_response import LegacyAPIResponse
 
 log: logging.Logger = logging.getLogger(__name__)
@@ -556,8 +557,10 @@ def _build_request(
                 kwargs["content"] = options.content
             elif isinstance(json_data, bytes):
                 kwargs["content"] = json_data
-            else:
-                kwargs["json"] = json_data if is_given(json_data) else None
+            elif not files:
+                # Don't set content when JSON is sent as multipart/form-data,
+                # since httpx's content param overrides other body arguments
+                kwargs["content"] = openapi_dumps(json_data) if is_given(json_data) and json_data is not None else None
             kwargs["files"] = files
         else:
             headers.pop("Content-Type", None)

src/modern_treasury/_compat.py

@@ -139,6 +139,7 @@ def model_dump(
     exclude_defaults: bool = False,
     warnings: bool = True,
     mode: Literal["json", "python"] = "python",
+    by_alias: bool | None = None,
 ) -> dict[str, Any]:
     if (not PYDANTIC_V1) or hasattr(model, "model_dump"):
         return model.model_dump(
@@ -148,13 +149,12 @@ def model_dump(
             exclude_defaults=exclude_defaults,
             # warnings are not supported in Pydantic v1
             warnings=True if PYDANTIC_V1 else warnings,
+            by_alias=by_alias,
         )
     return cast(
         "dict[str, Any]",
         model.dict(  # pyright: ignore[reportDeprecated, reportUnnecessaryCast]
-            exclude=exclude,
-            exclude_unset=exclude_unset,
-            exclude_defaults=exclude_defaults,
+            exclude=exclude, exclude_unset=exclude_unset, exclude_defaults=exclude_defaults, by_alias=bool(by_alias)
         ),
     )
 

src/modern_treasury/_utils/_compat.py

@@ -26,7 +26,7 @@ def is_union(tp: Optional[Type[Any]]) -> bool:
     else:
         import types
 
-        return tp is Union or tp is types.UnionType
+        return tp is Union or tp is types.UnionType  # type: ignore[comparison-overlap]
 
 
 def is_typeddict(tp: Type[Any]) -> bool:

src/modern_treasury/_utils/_json.py

@@ -0,0 +1,35 @@
+import json
+from typing import Any
+from datetime import datetime
+from typing_extensions import override
+
+import pydantic
+
+from .._compat import model_dump
+
+
+def openapi_dumps(obj: Any) -> bytes:
+    """
+    Serialize an object to UTF-8 encoded JSON bytes.
+
+    Extends the standard json.dumps with support for additional types
+    commonly used in the SDK, such as `datetime`, `pydantic.BaseModel`, etc.
+    """
+    return json.dumps(
+        obj,
+        cls=_CustomEncoder,
+        # Uses the same defaults as httpx's JSON serialization
+        ensure_ascii=False,
+        separators=(",", ":"),
+        allow_nan=False,
+    ).encode()
+
+
+class _CustomEncoder(json.JSONEncoder):
+    @override
+    def default(self, o: Any) -> Any:
+        if isinstance(o, datetime):
+            return o.isoformat()
+        if isinstance(o, pydantic.BaseModel):
+            return model_dump(o, exclude_unset=True, mode="json", by_alias=True)
+        return super().default(o)

src/modern_treasury/_version.py

@@ -1,4 +1,4 @@
 # File generated from our OpenAPI spec by Stainless. See CONTRIBUTING.md for details.
 
 __title__ = "modern_treasury"
-__version__ = "1.63.0"  # x-release-please-version
+__version__ = "1.64.0"  # x-release-please-version

src/modern_treasury/resources/account_details.py

@@ -51,6 +51,7 @@ def create(
         account_number_type: Literal[
             "au_number",
             "base_address",
+            "card_token",
             "clabe",
             "ethereum_address",
             "hk_number",
@@ -280,6 +281,7 @@ async def create(
         account_number_type: Literal[
             "au_number",
             "base_address",
+            "card_token",
             "clabe",
             "ethereum_address",
             "hk_number",