The Canopy API lets you connect Canopy to external tools and pull or push data like clients, files, invoices, and tasks.
Required: Available on Canopy's Plus or Premium plan.
Sync your firm's client list into an external CRM or BI tool for reporting, or connect your invoicing and task data into systems you're already using — no manual exports needed.
Table of Contents
Access API Management
Click your profile icon in the bottom left corner.
Select Settings.
Click API Management under the Profile section.
Generate and Manage Your API Key
If you haven't created a key yet, you'll see "No API Keys Yet."
Click Create API Key.
Once your key is generated, you have three options:
Preview — unhide the full key.
Copy — copies the key so you can use it in your integration right away.
Renew Key — generates a new key and invalidates the old one. Use this if your current key is compromised or you need a fresh one.
Revoke Key — disables the key, blocking any integration currently using it.
Available API Endpoints
The Canopy API covers 37 endpoints across 4 resource areas:
Resource Area | What You Can Do | Example Use Case |
CRM | List, search, and manage clients, contacts, and custom fields | Sync your firm's full client list into an external CRM or BI tool for reporting |
Files | List and manage folders, files, and share links | Pull client files into a document management system your firm already uses |
Invoicing | Search and retrieve expenses, invoices, and service items | Feed invoice data into an external accounting or BI tool |
Tasks | List, search, and manage tasks, task tags, statuses, and templates | Preview a task template's structure before assigning it to a client |
Full technical detail (request/response schemas, required permissions, pagination) lives in the Developer Portal.
Other API Resources
Developer Portal — full API setup and how-to-use documentation.
Developer Community — chat with other API users about questions and use cases.
API Knowledge Base — API documentation within the Canopy Help Center.
All three are linked directly from the API Management page.
Summary
The Canopy API is available on Premium plans and lets you generate a key from Settings > API Management to connect Canopy with external tools. Once your key is active, you can read and write data across clients, files, invoicing, and tasks — with full technical documentation available in the Developer Portal.
Need Help?
Still have questions? Contact Support or ask Penny, our AI Support Bot, for assistance.