Claras Assist
Go to website
Back
Articles on:API Docs
Technical documentation for the Claras API. Build custom integrations, automate workflows, and connect Claras with your existing systems.

Categories

  • Tips for Advisers using AI
  • Recording and Transcribing File Note Meetings
  • Login and Account Management
  • Getting Started
  • Using Claras for File Note AI
  • Meeting Templates
  • Pricing and Billing
  • Privacy and Security
  • API Docs
  • Single Sign-on
  • 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 UploadFew readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email
© 2025 Claras Assist