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openapi: 3.2.0
info:
version: 1.0.0
title: Kantata OX API Documentation Estimates API
description: Kantata OX's API provides access to the majority of Kantata OX's data model.
termsOfService: https://www.kantata.com/terms-of-use
contact:
name: Kantata OX Support
url: https://knowledge.kantata.com/hc/en-us
license:
name: COPYRIGHT © 2026 Kantata, Inc.
url: https://www.kantata.com/terms-of-use
x-logo:
url: https://theme.zdassets.com/theme_assets/56104/04e93064d309f75d054b8cee885d1ea51e9be8f7.png
backgroundColor: '#FFFFFF'
altText: Kantata OX API Documentation
href: https://developer.kantata.com
servers:
- url: https://api.mavenlink.com/api/v1
tags:
- name: Estimates
description: 'An Estimate represents a potential project. Estimates allow you to plan out a project''s budget, resources,
and allocations through associated estimate scenarios.'
paths:
/estimates:
get:
summary: Fetching a list of Estimates
description: 'This endpoint returns structured Estimate objects.
As with all Kantata OX API endpoints, the returned data will be referenced in sorted order in the `results` array
and will be indexed by ID in the `estimates` top-level JSON key.
Please see our Response Format section for more information.'
operationId: Get Estimates
tags:
- Estimates
parameters:
- in: query
name: by_custom_choice_value
description: 'Filter by a custom field choice value, represented as a string with the custom field ID, followed by a
colon, and then comma-separated custom field choice value IDs. The custom field choice value can also be
the word `blank`. Multiple custom fields can be delimited by semicolons or by parentheses and colons.
The following formats are supported:
- `custom_field_ID:choice_value_ID`
- `custom_field_ID:choice_value_1_ID,choice_value_2_ID`
- `custom_field_ID:blank`
- `(custom_field_1_ID:choice_value_1_ID,choice_value_2_ID):(custom_field_2_ID:choice_value_3_ID)`.'
schema:
type: string
- in: query
name: by_custom_currency_value
description: 'Filter by a custom field currency value, represented as a string with the custom field ID, followed by a
colon, and then the currency value. Optionally, the currency [ISO code](https://mavenlink.zendesk.com/hc/en-us/articles/360041576473) can be supplied as well, separated
from the currency value by another colon. Multiple custom fields can be delimited by semicolons or by parentheses and colons.
The following formats are supported:
- `(1:200.2:USD):(2:100)`.'
schema:
type: string
- in: query
name: by_custom_date_value
description: 'Filter by a custom field date value, represented as a string with the custom field ID, followed by a
colon, the starting date, another colon, and then the ending date. You can provide both a starting date
and ending date, or provide just one. Multiple custom fields can be delimited by semicolons or by parentheses and colons.
The following formats are supported:
- `(1:2014-12-05:2014-12-25):(2:2014-12-05)`.'
schema:
type: string
- in: query
name: by_custom_number_value
description: 'Filter by a custom field number value, represented as a string with the custom field ID, followed by a
colon, and then the number value. Multiple custom fields can be delimited by semicolons or by parentheses and colons.
The following formats are supported:
- `(1:200):(2:101)`.'
schema:
type: string
- in: query
name: by_custom_text_value
description: 'Filter by a custom field text value, represented as a string with the custom field ID, followed by a
colon, and then the text value. Multiple custom fields can be delimited by semicolons or by parentheses and colons.
The following formats are supported:
- `(1:something):(2:else)`
- `(1:something):(1:else)` (multiple values for the same field, returns objects matching any value)
- `1` (bare field ID with no value, returns all objects that have any value for that field).'
schema:
type: string
- in: query
name: created_after
description: Filter for records created after a specified datetime. The datetime must be in [ISO 8601](https://www.w3.org/TR/NOTE-datetime) format.
schema:
type: string
format: date-time
- in: query
name: created_before
description: Filter for records created before a specified datetime. The datetime must be in [ISO 8601](https://www.w3.org/TR/NOTE-datetime) format.
schema:
type: string
format: date-time
- in: query
name: creator
description: Only includes estimates in which the specified set IDs belong to the creator of the estimates. For example, '10,20'.
schema:
type: string
- in: query
name: external_reference_external_message
description: Filter the objects based on the external message of their associated external references. This is an exact match.
schema:
type: string
- in: query
name: external_reference_external_status
description: Filter by the status of the external object in the external system.
schema:
type: string
- in: query
name: external_reference_service_model
description: Filter by the type of the external object this external reference belongs to.
schema:
type: string
- in: query
name: external_reference_service_model_ref
description: Filter by the id of the external object this external reference belongs to.
schema:
type: integer
format: int32
- in: query
name: external_reference_service_model_refs
description: Filter for objects that correlate to the specified external object IDs. Provide a comma-separated list of up to 200 external IDs.
schema:
type: string
- in: query
name: external_reference_service_name
description: Filter by the name of the provider for integration.
schema:
type: string
- in: query
name: external_reference_status
description: Filter by the status of the integration, this can be successful or fail.
schema:
type: string
- in: query
name: has_external_references
description: Filter by whether or not the object has external references.
schema:
type: boolean
- in: query
name: has_value_for_custom_field_ids
description: Filter by the presence of a custom field value for the specified comma-separated custom field ID(s).
schema:
type: string
- in: query
name: include
description: 'Any of the below associations can be included in your request by providing the `include` param, e.g. `include=association1,association2`.
- `creator` (User) - The user who created the estimate.
- `custom_field_values` (CustomFieldValue) - The value set on estimate custom fields.
- `estimate_scenarios` (EstimateScenario) - The EstimateScenarios of the estimate.
- `external_references` (ExternalReference) - Includes references to external integrations for this object.
- `workspace` (Workspace) - The Workspace that was created from the Project.
- `workspace_group` (WorkspaceGroup) - The WorkspaceGroup (client) of the estimate.'
schema:
type: string
- in: query
name: matching
schema:
type: string
- in: query
name: only
description: 'Allows you to request one or more resources directly by ID. Multiple IDs can be supplied
in a comma separated list, like `GET /api/v1/workspaces.json?only=5,6,7`.'
schema:
type: string
- in: query
name: order
description: 'Supply `order` with the name of a valid sort field for the endpoint and a direction.
Valid values: `created_at:asc`, `created_at:desc`, `name:asc`, and `name:desc`.'
schema:
type: string
default: name
- in: query
name: page
schema:
type: integer
format: int32
default: 1
- in: query
name: per_page
schema:
type: integer
format: int32
default: 20
maximum: 200
- in: query
name: updated_after
description: Filter for records updated after a specified datetime. The datetime must be in [ISO 8601](https://www.w3.org/TR/NOTE-datetime) format.
schema:
type: string
format: date-time
- in: query
name: updated_before
description: Filter for records updated before a specified datetime. The datetime must be in [ISO 8601](https://www.w3.org/TR/NOTE-datetime) format.
schema:
type: string
format: date-time
- in: query
name: with_workspace_group_ids
description: Only includes estimates for the specified workspace group IDs. For example, '1,2,3'.
schema:
type: string
- in: query
name: without_external_reference_service_name
description: Exclude by the existence of an external reference with the specified service name.
schema:
type: string
responses:
'200':
description: A list of Estimates have been retrieved.
content:
application/json:
schema:
type: object
properties:
count:
type: integer
format: int32
meta:
type: object
properties:
count:
type: integer
format: int32
page_count:
type: integer
format: int32
page_number:
type: integer
format: int32
page_size:
type: integer
format: int32
results:
type: array
items:
type: object
properties:
key:
type: string
id:
type: string
estimates:
type: object
additionalProperties:
$ref: '#/components/schemas/Estimate'
external_references:
type: object
additionalProperties:
$ref: '#/components/schemas/ExternalReference'
users:
type: object
additionalProperties:
$ref: '#/components/schemas/User'
workspace_groups:
type: object
additionalProperties:
$ref: '#/components/schemas/WorkspaceGroup'
estimate_scenarios:
type: object
additionalProperties:
$ref: '#/components/schemas/EstimateScenario'
workspaces:
type: object
additionalProperties:
$ref: '#/components/schemas/Workspace'
custom_field_values:
type: object
additionalProperties:
$ref: '#/components/schemas/CustomFieldValue'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'401':
description: Unauthorized request
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'403':
description: Forbidden request
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'404':
description: Page Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'422':
description: Unprocessable Entity
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'503':
description: Service is unavailable
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
post:
summary: Creating a new Estimate
description: 'This endpoint returns structured Estimate objects.
As with all Kantata OX API endpoints, the returned data will be referenced in sorted order in the `results` array
and will be indexed by ID in the `estimates` top-level JSON key.
Please see our Response Format section for more information.'
operationId: Create Estimate
tags:
- Estimates
parameters:
- in: query
name: include
description: 'Any of the below associations can be included in your request by providing the `include` param, e.g. `include=association1,association2`.
- `creator` (User) - The user who created the estimate.
- `custom_field_values` (CustomFieldValue) - The value set on estimate custom fields.
- `estimate_scenarios` (EstimateScenario) - The EstimateScenarios of the estimate.
- `external_references` (ExternalReference) - Includes references to external integrations for this object.
- `workspace` (Workspace) - The Workspace that was created from the Project.
- `workspace_group` (WorkspaceGroup) - The WorkspaceGroup (client) of the estimate.'
schema:
type: string
responses:
'200':
description: Estimate has been created.
content:
application/json:
schema:
type: object
properties:
count:
type: integer
format: int32
meta:
type: object
properties:
count:
type: integer
format: int32
page_count:
type: integer
format: int32
page_number:
type: integer
format: int32
page_size:
type: integer
format: int32
results:
type: array
items:
type: object
properties:
key:
type: string
id:
type: string
estimates:
type: object
additionalProperties:
$ref: '#/components/schemas/Estimate'
external_references:
type: object
additionalProperties:
$ref: '#/components/schemas/ExternalReference'
users:
type: object
additionalProperties:
$ref: '#/components/schemas/User'
workspace_groups:
type: object
additionalProperties:
$ref: '#/components/schemas/WorkspaceGroup'
estimate_scenarios:
type: object
additionalProperties:
$ref: '#/components/schemas/EstimateScenario'
workspaces:
type: object
additionalProperties:
$ref: '#/components/schemas/Workspace'
custom_field_values:
type: object
additionalProperties:
$ref: '#/components/schemas/CustomFieldValue'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'401':
description: Unauthorized request
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'403':
description: Forbidden request
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'404':
description: Page Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'422':
description: Unprocessable Entity
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'503':
description: Service is unavailable
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
requestBody:
content:
application/json:
schema:
type: object
properties:
estimate:
type: object
properties:
name:
type: string
description: The name of the estimate.
currency:
type: string
description: The currency of the estimate, by code (for example, 'AUD' or 'USD').
workspace_group_id:
type: integer
format: int32
description: The ID of the workspace group (client) of the estimate.
estimate_scenario:
type: object
description: The estimated budget, start date, and rate card associated with the estimate.
properties:
name:
type: string
description: The name of the scenario (must be unique within it's estimate).
start_date:
type: string
format: date
description: The planned start date of the project. The date must be in [ISO 8601](https://www.w3.org/TR/NOTE-datetime) format.
budget_in_cents:
type: integer
format: int32
description: The planned budget for this scenario.
rate_card_id:
type: integer
format: int32
description: The rate card being used to calculate the resources' rates.
required:
- name
- start_date
external_reference:
type: object
description: 'Typically populated programmatically by a third party system via an integration, this is an optional
object that holds data from an external system. It connects objects in an external system with objects in
Kantata OX (for example, to connect a Jira issue to a Kantata OX Project).'
properties:
service_name:
type: string
description: The provider name of the integration. If you are adding multiple external references to the same object, the `service_name` must be unique.
service_model:
type: string
description: The object type of the external object this external reference belongs to.
service_model_ref:
type: string
description: The object ID of the external object this external reference belongs to.
status:
type: string
description: The status of the integration. Options are `successful`, `pending`, or `failed`.
external_message:
type: string
description: The message on the external object.
external_link:
type: string
description: The link to the external object.
external_status:
type: string
description: The status of the external object in the external system.
locked:
type: boolean
description: Whether the subject is locked.
required:
- service_name
- service_model
- service_model_ref
required:
- name
- currency
required: true
/estimates/{id}:
get:
summary: Fetching a single Estimate
description: 'This endpoint returns structured Estimate objects.
As with all Kantata OX API endpoints, the returned data will be referenced in sorted order in the `results` array
and will be indexed by ID in the `estimates` top-level JSON key.
Please see our Response Format section for more information.'
operationId: Get Estimate
tags:
- Estimates
parameters:
- in: path
name: id
required: true
description: The ID of the Model.
schema:
type: integer
- in: query
name: include
description: 'Any of the below associations can be included in your request by providing the `include` param, e.g. `include=association1,association2`.
- `creator` (User) - The user who created the estimate.
- `custom_field_values` (CustomFieldValue) - The value set on estimate custom fields.
- `estimate_scenarios` (EstimateScenario) - The EstimateScenarios of the estimate.
- `external_references` (ExternalReference) - Includes references to external integrations for this object.
- `workspace` (Workspace) - The Workspace that was created from the Project.
- `workspace_group` (WorkspaceGroup) - The WorkspaceGroup (client) of the estimate.'
schema:
type: string
responses:
'200':
description: The Estimate has been retrieved.
content:
application/json:
schema:
type: object
properties:
count:
type: integer
format: int32
meta:
type: object
properties:
count:
type: integer
format: int32
page_count:
type: integer
format: int32
page_number:
type: integer
format: int32
page_size:
type: integer
format: int32
results:
type: array
items:
type: object
properties:
key:
type: string
id:
type: string
estimates:
type: object
additionalProperties:
$ref: '#/components/schemas/Estimate'
external_references:
type: object
additionalProperties:
$ref: '#/components/schemas/ExternalReference'
users:
type: object
additionalProperties:
$ref: '#/components/schemas/User'
workspace_groups:
type: object
additionalProperties:
$ref: '#/components/schemas/WorkspaceGroup'
estimate_scenarios:
type: object
additionalProperties:
$ref: '#/components/schemas/EstimateScenario'
workspaces:
type: object
additionalProperties:
$ref: '#/components/schemas/Workspace'
custom_field_values:
type: object
additionalProperties:
$ref: '#/components/schemas/CustomFieldValue'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'401':
description: Unauthorized request
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'403':
description: Forbidden request
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'404':
description: Page Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'422':
description: Unprocessable Entity
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'503':
description: Service is unavailable
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
put:
summary: Updating an existing Estimate
description: 'This endpoint returns structured Estimate objects.
As with all Kantata OX API endpoints, the returned data will be referenced in sorted order in the `results` array
and will be indexed by ID in the `estimates` top-level JSON key.
Please see our Response Format section for more information.'
operationId: Update Estimate
tags:
- Estimates
parameters:
- in: path
name: id
required: true
description: The ID of the Model.
schema:
type: integer
- in: query
name: include
description: 'Any of the below associations can be included in your request by providing the `include` param, e.g. `include=association1,association2`.
- `creator` (User) - The user who created the estimate.
- `custom_field_values` (CustomFieldValue) - The value set on estimate custom fields.
- `estimate_scenarios` (EstimateScenario) - The EstimateScenarios of the estimate.
- `external_references` (ExternalReference) - Includes references to external integrations for this object.
- `workspace` (Workspace) - The Workspace that was created from the Project.
- `workspace_group` (WorkspaceGroup) - The WorkspaceGroup (client) of the estimate.'
schema:
type: string
responses:
'200':
description: Estimate has been updated.
content:
application/json:
schema:
type: object
properties:
count:
type: integer
format: int32
meta:
type: object
properties:
count:
type: integer
format: int32
page_count:
type: integer
format: int32
page_number:
type: integer
format: int32
page_size:
type: integer
format: int32
results:
type: array
items:
type: object
properties:
key:
type: string
id:
type: string
estimates:
type: object
additionalProperties:
$ref: '#/components/schemas/Estimate'
external_references:
type: object
additionalProperties:
$ref: '#/components/schemas/ExternalReference'
users:
type: object
additionalProperties:
$ref: '#/components/schemas/User'
workspace_groups:
type: object
additionalProperties:
$ref: '#/components/schemas/WorkspaceGroup'
estimate_scenarios:
type: object
additionalProperties:
$ref: '#/components/schemas/EstimateScenario'
workspaces:
type: object
additionalProperties:
$ref: '#/components/schemas/Workspace'
custom_field_values:
type: object
additionalProperties:
$ref: '#/components/schemas/CustomFieldValue'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'401':
description: Unauthorized request
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'403':
description: Forbidden request
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'404':
description: Page Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'422':
description: Unprocessable Entity
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
'503':
description: Service is unavailable
content:
application/json:
schema:
$ref: '#/components/schemas/Errors'
requestBody:
content:
application/json:
schema:
type: object
properties:
estimate:
type: object
properties:
name:
type: string
description: The name of the Estimate.
workspace_group_id:
type: integer
format: int32
description: The Client the Estimate is created for.
description:
type: string
description: The description of the estimate.
external_reference:
type: object
description: 'Typically populated programmatically by a third party system via an integration, this is an optional
object that holds data from an external system. It connects objects in an external system with objects in
Kantata OX (for example, to connect a Jira issue to a Kantata OX Project).'
properties:
ser
# --- truncated at 32 KB (84 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/mavenlink/refs/heads/main/openapi/mavenlink-estimates-api-openapi.yml