Anrok Customer certificates API

openapi: 3.0.3
info:
  title: Anrok Customer certificates API
  version: '1.1'
  termsOfService: https://www.anrok.com/privacy-terms
  contact:
    email: support@anrok.com
  license:
    name: All rights reserved
    url: https://www.anrok.com
  x-logo:
    url: https://global-uploads.webflow.com/632add85afcd1ac30aa74675/6357842d130e1f3e0e23d1fe_anrok_logo.svg
  description: '# API reference


    The Anrok API server is accessible at `https://api.anrok.com`.


    All requests are HTTP POSTs with JSON in the body.


    Authentication is via an HTTP header `Authorization: Bearer {apiKey}`.


    The default rate limit for a seller account is 10 API requests per second.

    '
servers:
- url: https://api.anrok.com
security:
- http: []
tags:
- name: Customer certificates
  description: 'A sales tax exemption certificate documents the exemption claimed by a purchaser

    to legally make a tax-free purchase.

    Certificates can be uploaded to Anrok via the Anrok UI as well as via the API.

    See our

    <a href="https://help-center.anrok.com/hc/en-us/articles/24861687025299-Upload-an-exemption-certificate">Help Center article</a>

    for more information.

    '
paths:
  /v1/seller/certificates/create:
    post:
      tags:
      - Customer certificates
      summary: Create customer certificate
      description: This endpoint is used to create a new customer certificate in Anrok.
      operationId: certificatesCreate
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CustomerCertificate'
            example:
              customerId: cus_123
              customerName: Acme Inc
              effectiveDateBegin: '2022-01-01'
              exemptionNumber: cert-100
              certificateFile:
                name: cert.png
                contentsBase64: Y2VydC5wbmc=
              jurises:
              - jurisId: us-MA
        required: true
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                properties:
                  id:
                    type: string
                    description: Certificate ID
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                type: string
              examples:
                missingRequiredProperty:
                  value: 'Request body: "customerId": Required.'
                  summary: Missing required property
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                type: object
                properties:
                  type:
                    type: string
                    enum:
                    - duplicateJurisIds
                    - customerIdNotFound
                    - fileTypeNotSupported
                    - jurisNotFound
              example:
                type: duplicateJurisIds
        '429':
          $ref: '#/components/responses/RateLimit'
      x-codeSamples:
      - lang: cURL
        source: "apiToken=\"sxxx/saxxx/secret.xxx\"\ncertName=\"cert.png\"\ncertContentsBase64=$(base64 -i \"$certName\")\n\ncurl -X POST https://api.anrok.com/v1/seller/certificates/create \\\n  -H 'Content-Type: application/json' \\\n  -H \"Authorization: Bearer $apiToken\" \\\n  -d \"{\n    \\\"customerId\\\": \\\"customer-id-0\\\",\n    \\\"effectiveDateBegin\\\": \\\"2022-12-13\\\",\n    \\\"exemptionNumber\\\": \\\"cert-100\\\",\n    \\\"certificateFile\\\": {\n        \\\"name\\\": \\\"$certName\\\",\n        \\\"contentsBase64\\\": \\\"$certContentsBase64\\\"\n    },\n    \\\"jurises\\\": [{\n        \\\"jurisId\\\": \\\"us-MA\\\"\n    }]\n  }\""
  /v1/seller/certificates/id:{certificateId}/archive:
    parameters:
    - $ref: '#/components/parameters/CertificateId'
    post:
      tags:
      - Customer certificates
      summary: Archive customer certificate
      description: This endpoint is used to archive/invalidate a customer certificate.
      operationId: certificatesArchive
      requestBody:
        $ref: '#/components/requestBodies/Empty'
      responses:
        '200':
          $ref: '#/components/responses/EmptyResponse'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                type: object
                properties:
                  type:
                    type: string
                    enum:
                    - certificateIdNotFound
              example:
                type: certificateIdNotFound
        '429':
          $ref: '#/components/responses/RateLimit'
      x-codeSamples:
      - lang: cURL
        source: "apiToken=\"sxxx/saxxx/secret.xxx\"\ncertificateId=\"ctec6vx7gtrmxq\"\n\ncurl -X POST \"https://api.anrok.com/v1/seller/certificates/id:$certificateId/archive\" \\\n  -H 'Content-Type: application/json' \\\n  -H \"Authorization: Bearer $apiToken\" \\\n  -d \"{}\""
  /v1/seller/certificates/id:{certificateId}/get:
    parameters:
    - $ref: '#/components/parameters/CertificateId'
    post:
      tags:
      - Customer certificates
      summary: Get customer certificate
      description: Retrieves a customer certificate by its Anrok-assigned ID.
      operationId: certificatesGet
      requestBody:
        $ref: '#/components/requestBodies/Empty'
      responses:
        '200':
          $ref: '#/components/responses/GetCertificateSuccess'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                type: object
                properties:
                  type:
                    type: string
                    enum:
                    - certificateIdNotFound
              example:
                type: certificateIdNotFound
        '429':
          $ref: '#/components/responses/RateLimit'
      x-codeSamples:
      - lang: cURL
        source: "apiToken=\"sxxx/saxxx/secret.xxx\"\ncertificateId=\"ctec6vx7gtrmxq\"\n\ncurl -X POST \"https://api.anrok.com/v1/seller/certificates/id:$certificateId/get\" \\\n  -H 'Content-Type: application/json' \\\n  -H \"Authorization: Bearer $apiToken\" \\\n  -d \"{}\"\n"
  /v1/seller/certificates/list:
    post:
      tags:
      - Customer certificates
      summary: List customer certificates
      description: 'Lists customer certificates in Anrok. Results can be filtered by customer ID or status, and are returned in pages using cursor-based pagination.

        '
      operationId: certificatesList
      requestBody:
        $ref: '#/components/requestBodies/ListCertificates'
      responses:
        '200':
          $ref: '#/components/responses/ListCertificatesSuccess'
        '400':
          $ref: '#/components/responses/ListCertificatesBadRequest'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                type: object
                properties:
                  type:
                    type: string
                    enum:
                    - invalidCursor
                    - customerIdNotFound
              examples:
                invalidCursor:
                  value:
                    type: invalidCursor
                  summary: Invalid cursor
                customerIdNotFound:
                  value:
                    type: customerIdNotFound
                  summary: Customer ID in filter does not exist
        '429':
          $ref: '#/components/responses/RateLimit'
      x-codeSamples:
      - lang: cURL
        source: "apiToken='sxxx/saxxx/secret.xxx'\n\ncurl -X POST https://api.anrok.com/v1/seller/certificates/list \\\n  -H 'Content-Type: application/json' \\\n  -H \"Authorization: Bearer $apiToken\" \\\n  -d '{\n    \"filter\": {\n        \"status\": \"active\"\n    },\n    \"limit\": 25\n  }'\n"
  /v1/seller/certificateRequests/create:
    post:
      tags:
      - Customer certificates
      summary: Create customer certificate request
      description: 'Creates a customer certificate request and (by default) emails it to the customer contact. The recipient can upload their certificate via the returned `requestLink`.


        This endpoint is a premium feature. Please contact hello@anrok.com to enable the exemption certificate portal on your seller account.

        '
      operationId: certificateRequestsCreate
      requestBody:
        $ref: '#/components/requestBodies/CreateCertificateRequest'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                properties:
                  requestId:
                    description: The Anrok-assigned ID of the certificate request.
                    type: string
                    examples:
                    - cre_3xT8sLpz4q
                  requestLink:
                    description: The URL the customer can use to upload their certificate.
                    type: string
                    format: uri
                    examples:
                    - https://app.anrok.com/certificate-request/cre_3xT8sLpz4q
                required:
                - requestId
                - requestLink
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                type: string
              examples:
                missingRequiredProperty:
                  value: 'Request body: "customerId": Required.'
                  summary: Missing required property
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                type: object
                properties:
                  type:
                    type: string
                    enum:
                    - customerIdNotFound
                    - featureNotEnabled
                    - invalidEmailAddress
              examples:
                customerIdNotFound:
                  value:
                    type: customerIdNotFound
                  summary: Customer ID does not exist
                featureNotEnabled:
                  value:
                    type: featureNotEnabled
                  summary: Exemption certificate portal not enabled for this seller
                invalidEmailAddress:
                  value:
                    type: invalidEmailAddress
                  summary: Email address is not valid
        '429':
          $ref: '#/components/responses/RateLimit'
      x-codeSamples:
      - lang: cURL
        source: "apiToken='sxxx/saxxx/secret.xxx'\n\ncurl -X POST https://api.anrok.com/v1/seller/certificateRequests/create \\\n  -H 'Content-Type: application/json' \\\n  -H \"Authorization: Bearer $apiToken\" \\\n  -d '{\n    \"customerId\": \"v1:1292\",\n    \"customerName\": \"Acme Inc\",\n    \"emailAddress\": \"contact@acme.com\"\n  }'\n"
components:
  responses:
    EmptyResponse:
      description: OK
      content:
        application/json:
          schema:
            type: object
          example: {}
    GetCertificateSuccess:
      description: OK
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/CustomerCertificateResponse'
    RateLimit:
      description: Too Many Requests
      headers:
        Retry-After:
          description: Number of seconds to wait for rate limit to reset.
          schema:
            type: integer
      content:
        text/plain:
          schema:
            type: string
          example: You've exceeded your API limit of 10 per second
    ListCertificatesBadRequest:
      description: Bad Request
      content:
        text/plain:
          schema:
            type: string
          examples:
            invalidStatusProvided:
              value: 'Request body: "filter": "status": Invalid enum value.'
              summary: Invalid status filter value
            invalidLimitProvided:
              value: 'Request body: "limit": Number must be less than or equal to 100.'
              summary: Invalid limit
            cursorAndFilterBothProvided:
              value: 'Request body: cursor and filter cannot both be provided.'
              summary: Cursor and filter cannot both be provided
    ListCertificatesSuccess:
      description: OK
      content:
        application/json:
          schema:
            type: object
            properties:
              certificates:
                description: The list of certificates.
                type: array
                items:
                  $ref: '#/components/schemas/CustomerCertificateResponse'
              nextCursor:
                description: The cursor to use to fetch the next page of results. Null if there are no more pages.
                type: string
                nullable: true
                examples:
                - eyJleGFtcGxlIjoidGhpcyBpcyBhbiBleGFtcGxlIGN1cnNvciJ9
              hasMore:
                description: Whether there are more certificates available beyond this page.
                type: boolean
            required:
            - certificates
            - nextCursor
            - hasMore
  schemas:
    CustomerCertificateJuris:
      type: object
      properties:
        jurisId:
          description: Jurisdiction ID for which this exemption should apply (US only).
          type: string
          enum:
          - us-AK
          - us-AL
          - us-AR
          - us-AS
          - us-AZ
          - us-CA
          - us-CO
          - us-CT
          - us-DC
          - us-DE
          - us-FL
          - us-GA
          - us-GU
          - us-HI
          - us-IA
          - us-ID
          - us-IL
          - us-IN
          - us-KS
          - us-KY
          - us-LA
          - us-MA
          - us-MD
          - us-ME
          - us-MI
          - us-MN
          - us-MO
          - us-MP
          - us-MS
          - us-MT
          - us-NC
          - us-ND
          - us-NE
          - us-NH
          - us-NJ
          - us-NM
          - us-NV
          - us-NY
          - us-OH
          - us-OK
          - us-OR
          - us-PA
          - us-PR
          - us-RI
          - us-SC
          - us-SD
          - us-TN
          - us-TX
          - us-UT
          - us-VA
          - us-VI
          - us-VT
          - us-WA
          - us-WI
          - us-WV
          - us-WY
          examples:
          - us-MA
        registrationId:
          description: Registration ID for jurisdiction. This is used for display purposes only.
          type: string
          examples:
          - reg-1234
        effectiveDateEndi:
          description: Expiration date of certificate in this jurisdiction
          type: string
          format: date
          examples:
          - '2023-01-01'
        notes:
          description: Optional internal notes. This is used for display purposes only.
          type: string
          examples:
          - Optional internal notes
      required:
      - jurisId
    CustomerCertificateJurisResponse:
      type: object
      properties:
        jurisId:
          description: Jurisdiction ID for which this exemption applies.
          type: string
          examples:
          - us-MA
        registrationId:
          description: Registration ID for the jurisdiction. This is used for display purposes only.
          type: string
          examples:
          - reg-1234
        effectiveDateEndi:
          description: Expiration date of the certificate in this jurisdiction. Null if the certificate has no expiration date in this jurisdiction.
          type: string
          nullable: true
          format: date
          examples:
          - '2023-01-01'
        notes:
          description: Optional internal notes. This is used for display purposes only.
          type: string
          examples:
          - Optional internal notes
      required:
      - jurisId
      - registrationId
      - effectiveDateEndi
      - notes
    CustomerId:
      description: "The Anrok customer ID used to link transactions for the same customer and to look up tax exemption certificates for a customer. This is typically the billing system's customer ID with a prefix to disambiguate.\n- If customerId is provided without customerName, that customer object must\n  already exist in Anrok.\n- If both customerId and customerName are provided, the customer object will\n  be created if it is not already present.\n- Customer IDs are unique across the entire seller account.\n"
      type: string
      examples:
      - v1:1292
      - stripe:cus_K39sWBu92Lo
    CustomerCertificateResponse:
      type: object
      properties:
        id:
          description: The Anrok-assigned ID of the certificate.
          type: string
          examples:
          - ctec6vx7gtrmxq
        status:
          description: 'The current status of the certificate.


            - `active`: the certificate is valid.

            - `expiringSoon`: the certificate is valid but expires within 60 days in at least one jurisdiction.

            - `expired`: the certificate has expired in every jurisdiction it covers.

            - `archived`: the certificate has been archived.

            '
          type: string
          enum:
          - active
          - expiringSoon
          - expired
          - archived
          examples:
          - active
        customerId:
          description: The Anrok customer ID of the customer the certificate belongs to.
          type: string
          examples:
          - v1:1292
          - stripe:cus_K39sWBu92Lo
        customerName:
          description: The name of the customer.
          type: string
          examples:
          - Acme Inc
        createdTime:
          description: The time at which the certificate was created in Anrok.
          type: string
          format: date-time
          examples:
          - '2025-01-15T18:23:45.000Z'
        effectiveDateBegin:
          description: Effective date of the certificate.
          type: string
          format: date
          examples:
          - '2022-01-01'
        expiryDate:
          description: The earliest expiration date across all jurisdictions covered by the certificate. Null if no jurisdiction has an expiration date set.
          type: string
          nullable: true
          format: date
          examples:
          - '2023-01-01'
        exemptionNumber:
          description: Certificate exemption number.
          type: string
          examples:
          - cert-105
        notes:
          description: Optional internal notes.
          type: string
          examples:
          - customer notes
        jurises:
          description: The jurisdictions to which the certificate applies.
          type: array
          items:
            $ref: '#/components/schemas/CustomerCertificateJurisResponse'
      required:
      - id
      - status
      - customerId
      - customerName
      - createdTime
      - effectiveDateBegin
      - expiryDate
      - exemptionNumber
      - notes
      - jurises
    CustomerName:
      description: The name of the customer. This is used for display purposes only.
      type: string
      examples:
      - Acme Inc
    CustomerCertificate:
      type: object
      properties:
        customerId:
          $ref: '#/components/schemas/CustomerId'
        customerName:
          $ref: '#/components/schemas/CustomerName'
        effectiveDateBegin:
          description: Effective date of certificate
          type: string
          format: date
          examples:
          - '2022-01-01'
        exemptionNumber:
          description: Certificate exemption number. This is used for display purposes only.
          type: string
          examples:
          - cert-105
        notes:
          description: Optional internal notes.
          type: string
          examples:
          - customer notes
        certificateFile:
          $ref: '#/components/schemas/CustomerCertificateFile'
        jurises:
          description: Jurisdictions for which certificate applies
          type: array
          items:
            $ref: '#/components/schemas/CustomerCertificateJuris'
      required:
      - customerId
      - effectiveDateBegin
      - certificateFile
      - jurises
    CustomerCertificateFile:
      type: object
      properties:
        name:
          description: File name
          type: string
          examples:
          - cert.png
        contentsBase64:
          description: Base64 encoded certificate image contents
          type: string
          examples:
          - Y2VydC5wbmc=
      required:
      - name
      - contentsBase64
  parameters:
    CertificateId:
      name: certificateId
      in: path
      description: ID of the certificate.
      required: true
      schema:
        type: string
  requestBodies:
    Empty:
      content:
        application/json:
          schema:
            type: object
          examples:
            emptyExample:
              value: {}
              summary: Empty request body
      required: true
    CreateCertificateRequest:
      content:
        application/json:
          schema:
            type: object
            properties:
              customerId:
                $ref: '#/components/schemas/CustomerId'
              customerName:
                $ref: '#/components/schemas/CustomerName'
              emailAddress:
                description: The email address of the customer contact to send the certificate request to.
                type: string
                format: email
                examples:
                - contact@acme.com
              sendEmail:
                description: Whether to email the certificate request to the recipient. If `false`, the request is created but no email is sent — you can share the resulting `requestLink` directly.
                type: boolean
                default: true
            required:
            - customerId
            - emailAddress
          example:
            customerId: v1:1292
            customerName: Acme Inc
            emailAddress: contact@acme.com
      required: true
    ListCertificates:
      content:
        application/json:
          schema:
            type: object
            properties:
              filter:
                description: The filter to apply to the returned certificates. Cannot be provided together with `cursor`.
                type: object
                properties:
                  customerId:
                    description: Only return certificates belonging to this customer.
                    type: string
                    examples:
                    - v1:1292
                  status:
                    description: 'Only return certificates with this status. If omitted, certificates of all statuses are returned.

                      '
                    type: string
                    enum:
                    - active
                    - expiringSoon
                    - expired
                    - archived
                    examples:
                    - active
              limit:
                description: The maximum number of certificates to return.
                type: integer
                format: int32
                minimum: 1
                maximum: 100
                default: 25
              cursor:
                description: The cursor to use for pagination. This is the value of the `nextCursor` field returned from the previous page. Cannot be provided together with `filter`.
                type: string
                example: eyJleGFtcGxlIjoidGhpcyBpcyBhbiBleGFtcGxlIGN1cnNvciJ9
          examples:
            noFilter:
              summary: List all certificates
              value: {}
            customerIdFilter:
              summary: Filter certificates by customer ID
              value:
                filter:
                  customerId: v1:1292
            statusFilter:
              summary: Filter certificates by status
              value:
                filter:
                  status: expiringSoon
            cursor:
              summary: Cursor-based pagination
              value:
                cursor: eyJleGFtcGxlIjoidGhpcyBpcyBhbiBleGFtcGxlIGN1cnNvciJ9
                limit: 5
      required: true
  securitySchemes:
    http:
      type: http
      description: 'The Anrok API uses API keys to authenticate requests. You can view and manage your API keys in [Anrok](https://app.anrok.com/-/api-keys). Use an Authorization header in the format `Bearer {apiKey}` to authenticate Anrok API requests.

        '
      scheme: Bearer
externalDocs:
  description: API Tutorials
  url: https://apidocs.anrok.com/tutorials