Getting Started
Create a client
Use the client creation endpoint to add your client to Claras
Optionally provide your own identifier (e.g. client's email or your CRM ID) for easy reference in future API calls
Link the client to an adviser by providing either their Claras profile ID (from the profiles endpoint) or their email address
Upload the recording
Request a signed upload URL via the file upload endpoint, specifying the audio file type
You'll receive a file ID and temporary URL
Upload your recording file directly to the provided URL
Validate the upload
Once the file is uploaded, finalise it using the complete upload endpoint
Provide the file ID received earlier and the adviser who conducted the meeting
The file will be validated and linked to your practice
Link to a meeting
Check for any existing draft meetings using the client's meetings endpoint
If no suitable draft exists, create a new meeting via the meetings endpoint
Provide the client ID/identifier, recording file ID, template ID, and meeting date
Generate the file note
Trigger processing via the process meeting endpoint
Claras will automatically transcribe the recording and generate the file note
The meeting status will update as it progresses through transcription and processing
Updated on: 10/02/2025
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