API reference
Integrate Dossiera with your tools: read and write your clients, tasks, appointments, requests and documents through a token-based REST API, managed by your firm.
Preview of the upcoming v1. Paths and fields may still change before launch; access opens once the API is finalized and the terms reviewed. Write to us to be notified.
Conventions
The same rules across the whole API.
Base URL
https://app.dossiera.ca/api/v1Authentication
Authorization: Bearer dsk_live_…Authentication
Authorization: Bearer header with a dsk_live_ token generated from your settings. A token never has more rights than its role; the firm scope comes from the token, never from a parameter.
Cursor pagination
Lists return { data, meta: { next_cursor } }. Pass ?cursor= for the next page and ?limit= for the size. No offset (it drifts as rows are inserted).
Filtering
Consistent across resources: ?client_id=, ?status=, ?updated_since=. updated_since lets you sync without re-reading everything.
Errors
One shape: { error: { code, message, details } }. The code is stable and machine-readable (quota_exceeded, client_not_found); the message is localized and may change.
Dates & amounts
Dates in ISO 8601 UTC. Amounts as integer cents with the currency — never a float on money.
Idempotency
Idempotency-Key header on every create: replaying the same key returns the same resource, with no duplicate after a timeout.
Rate limits
300 requests/minute per token. X-RateLimit-Limit/-Remaining/-Reset headers; beyond that, 429 with Retry-After.
Endpoints
v1 covers six resources. We add over time — never a removal or rename in a published version.
Clients
| GET | /v1/clients | List clients (cursor; filters status, updated_since). |
| POST | /v1/clients | Create a client. |
| GET | /v1/clients/{id} | Retrieve a client. |
| PATCH | /v1/clients/{id} | Update a client. |
Tasks
| GET | /v1/tasks | List tasks (filters client_id, status, updated_since). |
| POST | /v1/tasks | Create a task. |
| GET | /v1/tasks/{id} | Retrieve a task. |
| PATCH | /v1/tasks/{id} | Update a task. |
| DELETE | /v1/tasks/{id} | Delete a task. |
Appointments
| GET | /v1/appointments | List appointments. |
| POST | /v1/appointments | Create an appointment. |
| GET | /v1/appointments/{id} | Retrieve an appointment. |
| POST | /v1/appointments/{id}/cancel | Cancel an appointment. |
Document requests
| GET | /v1/document-requests | List requests. |
| POST | /v1/document-requests | Create a request. |
| GET | /v1/document-requests/{id} | Retrieve a request. |
| POST | /v1/document-requests/{id}/remind | Remind the client (throttled). |
Documents
| GET | /v1/documents | List documents (metadata). |
| GET | /v1/documents/{id} | Retrieve a document’s metadata. |
| POST | /v1/documents | Upload a document (consumes the document quota). |
Members
| GET | /v1/members | List firm members (read-only). |
Out of v1 by design: OCR, reconciliation, accounting push and invoicing. The full reference will be generated from OpenAPI at launch.
Want to connect Dossiera to your tools?
Tell us what you’d like to integrate — we’ll let you know as soon as it opens.