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openapi: 3.2.0
info:
version: 3.0.0
title: Opal API (⚠️ WIP) Filter Sets API
license:
name: Opal API License
url: https://www.workwithopal.com/api-license
description: "The key words “MUST”, “MUST NOT”, “REQUIRED”, “SHALL”, “SHALL NOT”, “SHOULD”, “SHOULD NOT”, “RECOMMENDED”, “NOT RECOMMENDED”, “MAY”, and “OPTIONAL” in this document are to be interpreted as described in [BCP 14](https://tools.ietf.org/html/bcp14) [[RFC2119](https://tools.ietf.org/html/rfc2119)] [[RFC8174](https://tools.ietf.org/html/rfc8174)] when, and only when, they appear in all capitals, as shown here.\n\n# Other API Versions\n\nThe [v2 API](/api/documentation/v2) is more complete than the v3 API. Currently, if a resource has endpoints in both the v2 API and the v3 API you **SHOULD** use the v2 API endpoints. At some point in the future we will recommend the v3 API instead.\n\n*Note:* Endpoints will be added to the v3 API as needed, and we will continue to support all v2 API endpoints in the “JSON:API” and “Other” categories, even if we add an equivalent v3 API endpoint.\n\n# Key differences between v2 and v3 APIs\n\n## Resource Identifiers\n\nThe v3 API uses a different format for primary resource identifiers than the v2 API. Responses from v3 API endpoints include the resource’s v2 API id in the `attributes.legacy_id` field, in case you need to use both API versions. (v2 API resource identifiers are generally integers, but v2 API endpoints **MAY** use a different format.)\n\n*Note:* These are opaque strings, and you **MUST NOT** rely on the structure. Currently newly-created resources have a UUIDv4 identifier, but this behavior **MAY** change at any time. Existing identifiers will not be affected.\n\n# Documentation Organization\n\nv3 API endpoints are categorized by stability:\n\n1. Stable\n2. Unstable\n3. Proposed\n4. Experimental\n\nAll v3 API endpoints are [JSON:API](https://jsonapi.org)-compliant ([specification](https://jsonapi.org/format/)) and can be used with any [JSON:API-compliant client](https://jsonapi.org/implementations/).\n\nYour requests **MUST** set the `Accept` HTTP header to `application/vnd.api+json`. The server response’s `Content-Type` HTTP header will also be `application/vnd.api+json`.\n\n## Unstable Endpoints\n\n*Note:* This generally refers resources in the “Unstable” category, but includes endpoints with a summary that’s prefixed by `[UNSTABLE]`. These `[UNSTABLE]` endpoints may be part of a “Stable” resource.\n\nThe data structure and behavior of “Unstable” endpoints are not guaranteed, and we **MAY** change them at any time. You **MUST NOT** use these endpoints for production features, but **MAY** use them as a preview of upcoming features, and we welcome feedback.\n\n## Proposed Endpoints\n\n“Proposed” endpoints **MUST NOT** be used (they’re not yet implemented), and we **MAY** change or remove them at any time. We publish them at our discretion to share our plans and encourage internal feedback. We also welcome your feedback.\n\n# Design Principles\n\n## Breaking Changes\n\nWe **MAY** expand the data for “Stable” resources, but will not change or remove existing attributes or relationships for these resources. These expansions should not require any changes to your code.\n\nWe provide no guarantees for “Unstable,” \"Experimental,\" or “Proposed” endpoints.\n\n## Firehose Rule\n\nBy default endpoints include all the relevant data that’s accessible to the authenticated user. Clients **MAY** specify filters, ordering, pagination, sparse fields, and other limiting mechanisms to pare down the desired data.\n\n*Note:* Existing endpoints **MAY NOT** follow this maximalist approach, but new endpoints will, and we **MAY** enhance existing endpoints.\n\n## Obscurity\n\nIn order to provide customers with as much privacy as possible, many API calls that fail authorization will return `404 Not Found` rather than `403 Forbidden`. Do not design frontends around the expectation that a `404 Not Found` status code means a resource would not be returned given different authentication credentials.\n\n# Authentication Strategies\n## OAuth 2.0\nOpal uses OAuth 2.0 (https://oauth.net/2) to authenticate users and grant access to protected resources. After registering your application as an OAuth client, you must get permission from each user before accessing their account.\n\nThe main steps are:\n\n1. Register your application\n2. Direct the user to Opal, to authorize your application\n3. Opal confirm's user identity, and asks the user to grant your application permissions\n4. Opal issues tokens your application can use to access the user's Opal resources\n5. Your application can begin making requests to the Opal API on behalf of the user\n\n### Roles\n#### Client\nThe 3rd-party application accessing the API on behalf of the User.\n\n#### API\nAPI endpoints used to interact with a User's resources in Opal.\n\n#### User\nThe person authorizing the Client to access to their Opal account.\n\n### Registering your application\nApplication registration is currently a manual process.\n\nTo begin, you will need to provide the following information to the Opal integrations team:\n\n- Application name\n- Logo URI\n- Redirect URI\n\nIn return, expect to receive:\n\n- Client ID\n - public\n- Application secret\n - keep this private\n - keep this written down someplace safe. Opal cannot retrieve this for you if it is lost.\n\n### Authorization\nFor a Client to make API requests on behalf of Users, the User must first give consent.\nHere is an overview of the consent flow:\n\n1. Direct the User to grant access in Opal\n\n```\nhttps://login.ouropal.com/oauth2/auth?grant_type=authorization_code&scope=offline_access&response_type=code&client_id={client_id}&state={state}&redirect_uri={url_encoded_redirect}\n```\n\nParameters:\n- `client_id`: Provided by Opal.\n- `grant_type`: Set the value to authorization_code to receive a code string that can be exchanged for an access token.\n- `redirect_uri`: Defined by Client. After authentication, the user will be directed to this location.\n- `response_type`: The value code should be set for refresh tokens to be issued.\n- `scope`: The value offline_access must be present if you wish to use refresh tokens.\n- `state`: Defined by the Client. A unique value used to validate the response.\n\n\n2. If logged out, User is directed to log in to Opal\n\n3. User is redirected to consent page (if the User has not already given consent)\n\n```\nhttps://login.ouropal.com/oauth2/consent?consent_challenge=abc123\n```\n\n4. If the User grants permission, User is sent to the specified `redirect_uri`\n\n```\nhttps://example.com/defined-by-client?code=Mu9z2DndN7TfXSLaf99O8ReqqXqMabXhSqP5e0jlx_Q.naLKbko-GyfPJRGYcWyclxU0sBGwygPy05OSFww0XZ8&scope=offline_access&state={state}\n```\n\nParameters:\n- `code`: The Client may use this to get an access token.\n- `scope`: API permissions granted to the Client by the User.\n- `state`: The validation string provided by the Client in step 1.\n\nIf the User declines the consent prompt, User will be sent to the same `redirect_uri`, but with an error parameter :\n\n```\nhttps://example.com/defined-by-client?error=consent+request+denied&state={state}\n```\n\nParameters:\n- `error`: A brief description of the issue.\n- `state`: The validation string provided by the Client in step 1.\n\n### Retrieving Access Token\nYou must make a POST request to the token endpoint to get an access token, before the code expires:\n\n```\ncurl -X POST \\\n https://login.ouropal.com/oauth2/token \\\n -H 'Content-Type: application/x-www-form-urlencoded' \\\n -d 'code={code}&client_id={client_id}&redirect_uri={url_encoded_redirect}&client_secret={client_secret}&grant_type=authorization_code'\n```\n\nParameters:\n- `code`\n- `client_id`: Client ID provided by Opal.\n- `client_secret`: Client secret provided by Opal.\n- `grant_type`: Set value to authorization_code .\n- `redirect_uri`: Optional.\n\nIf successful, a JSON-formatted response body will contain the access_token and refresh_token:\n\n```json\n{\n \"access_token\":\"ABC123\",\n \"token_type\":\"bearer\",\n \"expires_in\":3600,\n \"refresh_token\":\"DEF456\",\n \"scope\":\"offline_access\"\n}\n```\n\n### Refreshing an Access Token\nOnce the access_token expires, you may generate a new one at the same token endpoint, but with different parameters.\nNote that in this request, a \"refresh_token\" parameter is used instead of \"code\", and the \"grant_type\" value is now \"refresh_token\" instead of \"authorization_code\".\n\n```\ncurl -X POST \\\n https://login.ouropal.com/oauth2/token \\\n -H 'Content-Type: application/x-www-form-urlencoded' \\\n -d 'refresh_token={refresh_token}&client_id={client_id}&redirect_uri={url_encoded_redirect}&client_secret={secret}&grant_type=refresh_token'\n```\n\nParameters:\n- `client_id`: Client ID provided by Opal.\n- `client_secret`: Client secret provided by Opal.\n- `grant_type`: Set value to refresh_token .\n- `redirect_uri`: Optional.\n- `refresh_token`: Refresh token value\n\n### Making Authenticated Requests\n\nSet an authorization header in your requests, specifying your access token as documented here: https://tools.ietf.org/html/rfc6750#section-2.1.\n\n**NOTE** that the `Authorization` header supercedes the `Session-Token` header described in the documentation for many endpoints. Specifying an `Authorization` header means you do not need to specify a `Session-Token` header.\n\n```\nAuthorization: Bearer ACCESS_TOKEN\n```\n\nFor example:\n```\n GET /resource HTTP/1.1\n Host: server.example.com\n Authorization: Bearer mF_9.B5f-4.1JqM\n```\n\n### Client Revoke/Rolling OAuth secrets\nClient secrets must be kept secret and not exposed outside of the token retrieval requests. If a secret has been potentially compromised, please notify Opal as soon as possible and let us know the OAuth client id associated with the secret. We will roll/update the secret, which will invalidate all existing access and refresh tokens. Invalidating tokens will cause users to need to reauthenticate, but consent should be remembered.\n"
servers:
- url: https://login.ouropal.com
tags:
- name: Filter Sets
paths:
/loupe/v3/filter_sets:
post:
tags:
- Filter Sets
operationId: CreateFilterSetV3
summary: Create a new filter set.
security:
- oauth2:
- offline_access
- api_key: []
requestBody:
content:
application/json:
schema:
type: object
required:
- data
properties:
data:
type: object
required:
- type
- attributes
- relationships
properties:
type:
type: string
enum:
- filter_set
attributes:
type: object
required:
- filter
- resource_type
additionalProperties: false
properties:
filter:
type: object
additionalProperties: false
properties:
plan_ids:
description: A list of plan ids to pull directly associated blocks from.
type: array
items:
type: string
format: uuid
grandparent_plan_ids:
description: 'A list of plan ids to aggregate sub-plan blocks from. e.g. a plan in this list will not return its directly associated blocks, but instead all of the blocks found on the sub-plans of its directly associated blocks.
'
type: array
items:
type: string
format: uuid
custom_fields:
description: 'An object keyed by custom field ids.
For single- and multiSelect fields, value of each property should be an array of custom field option ids of that field to filter by.
For usersSelect (People) fields, an object with `user_ids` and `group_ids` arrays to filter by.
No other custom field types are currently supported.
Each specified custom field is applied as an exclusive filter - a block needs to match the specified options for **every** custom field in order to be returned in the collection.
For each custom field, the set of option ids for it are applied inclusively - if a block has **any** of the options set as a `block_custom_field_value`, then the block will be considered valid.
'
type: object
additionalProperties:
oneOf:
- type: array
items:
type: string
format: uuid
- type: object
additionalProperties: false
required:
- user_ids
- group_ids
properties:
user_ids:
type: array
items:
type: string
format: uuid
group_ids:
type: array
items:
type: string
format: uuid
type_ids:
description: A list of type ids to filter resources by.
type:
- array
- 'null'
items:
type: string
format: uuid
resource_type:
type: string
enum:
- block
relationships:
type: object
required:
- workspace
properties:
workspace:
type: object
required:
- data
additionalProperties: false
properties:
data:
type: object
required:
- id
- type
additionalProperties: false
properties:
id:
type: string
format: uuid
type:
type: string
enum:
- workspace
responses:
'201':
description: A newly created filter set resource.
content:
application/json:
schema:
type: object
required:
- data
properties:
data:
title: filter_set
type: object
required:
- id
- type
- attributes
- relationships
additionalProperties: false
properties:
id:
type: string
format: uuid
type:
type: string
enum:
- filter_set
attributes:
type: object
required:
- resource_type
- filter
- created_at
- updated_at
- deleted_at
additionalProperties: false
properties:
resource_type:
type: string
enum:
- block
filter:
type: object
additionalProperties: false
properties:
plan_ids:
type: array
items:
type: string
format: uuid
grandparent_plan_ids:
type: array
items:
type: string
format: uuid
custom_fields:
type: object
additionalProperties:
oneOf:
- type: array
items:
type: string
format: uuid
- type: object
additionalProperties: false
required:
- user_ids
- group_ids
properties:
user_ids:
type: array
items:
type: string
format: uuid
group_ids:
type: array
items:
type: string
format: uuid
created_at:
type: string
format: date-time
description: An ISO8601 date-time representing the entity's creation date-time.
readOnly: true
updated_at:
type: string
format: date-time
description: An ISO8601 date-time representing the entity's most recent updated date-time.
readOnly: true
deleted_at:
type:
- string
- 'null'
format: date-time
description: An ISO8601 date-time representing the entity's deletion date-time.
readOnly: true
relationships:
type: object
required:
- creator
- workspace
additionalProperties: false
properties:
creator:
title: User
type: object
required:
- data
additionalProperties: false
properties:
data:
type: object
required:
- id
- type
additionalProperties: false
properties:
id:
type: string
format: uuid
type:
type: string
enum:
- user
workspace:
type: object
required:
- data
additionalProperties: false
properties:
data:
type: object
required:
- id
- type
additionalProperties: false
properties:
id:
type: string
format: uuid
type:
type: string
enum:
- workspace
example:
data:
id: 1f3aee27-ae1c-4db8-89c2-8662e99a04eb
type: filter_set
attributes:
filter:
plan_ids:
- 09634ff7-92df-4f3a-bad0-8e8f88847a59
- 60ac0c4e-d816-4897-a3c3-daeb74f7f8cf
grandparent_plan_ids:
- 2dfe32e3-a8f8-4d40-9d1b-612b09e77be2
custom_fields:
1ecfc763-a885-4f78-b6ae-82877a0b5c25:
- be28cf52-907d-4c01-b4af-d014c24ac05f
- aca56aa7-c9b5-41a4-afec-4e73222598bb
resource_type: block
created_at: '2025-05-15T15:29:15.273-07:00'
updated_at: '2025-05-15T15:29:15.273-07:00'
deleted_at: null
relationships:
creator:
data:
id: 07218c96-7f02-4355-9015-5beeb85981dc
type: user
workspace:
data:
id: 1d751f8a-9c84-415c-a25f-30ab865a97fa
type: workspace
'400':
description: Bad request
content:
application/json:
schema:
type: object
required:
- errors
properties:
errors:
type: array
items:
type: object
properties:
status:
type: string
description: The http status code of the error response.
title:
type: string
description: A short, human-readable summary of the error.
detail:
type: string
description: A human-readable explanation of the error.
code:
type: string
description: 'An system-readable error code to provide additional specificity for
the error.
'
required:
- status
'401':
description: Unauthorized
content:
application/json:
schema:
type: object
required:
- errors
properties:
errors:
type: array
items:
type: object
properties:
status:
type: string
description: The http status code of the error response.
title:
type: string
description: A short, human-readable summary of the error.
detail:
type: string
description: A human-readable explanation of the error.
code:
type: string
description: 'An system-readable error code to provide additional specificity for
the error.
'
required:
- status
'403':
description: Forbidden
content:
application/json:
schema:
type: object
required:
- errors
properties:
errors:
type: array
items:
type: object
properties:
status:
type: string
description: The http status code of the error response.
title:
type: string
description: A short, human-readable summary of the error.
detail:
type: string
description: A human-readable explanation of the error.
code:
type: string
description: 'An system-readable error code to provide additional specificity for
the error.
'
required:
- status
'422':
description: Unprocessable entity
content:
application/json:
schema:
type: object
required:
- errors
properties:
errors:
type: array
items:
type: object
properties:
status:
type: string
description: The http status code of the error response.
title:
type: string
description: A short, human-readable summary of the error.
detail:
type: string
description: A human-readable explanation of the error.
code:
type: string
description: 'An system-readable error code to provide additional specificity for
the error.
'
required:
- status
'500':
description: Internal Server Error
content:
application/json:
schema:
type: object
required:
- errors
properties:
errors:
type: array
items:
type: object
properties:
status:
type: string
description: The http status code of the error response.
title:
type: string
description: A short, human-readable summary of the error.
detail:
type: string
description: A human-readable explanation of the error.
code:
type: string
description: 'An system-readable error code to provide additional specificity for
the error.
'
required:
- status
/loupe/v3/filter_sets/{filter_set_id}:
patch:
tags:
- Filter Sets
operationId: UpdateFilterSetV3
summary: Update an existing filter set.
security:
- oauth2:
- offline_access
- api_key: []
parameters:
- name: filter_set_id
in: path
required: true
description: The ID of the filter set.
schema:
type: string
format: uuid
requestBody:
content:
application/json:
schema:
type: object
required:
- data
properties:
data:
type: object
required:
- id
- type
- attributes
properties:
id:
type: string
format: uuid
type:
type: string
enum:
- filter_set
attributes:
type: object
additionalProperties: false
required:
- filter
properties:
filter:
type: object
additionalProperties: false
properties:
plan_ids:
type: array
items:
type: string
format: uuid
grandparent_plan_ids:
type: array
items:
type: string
format: uuid
custom_fields:
type: object
additionalProperties:
oneOf:
- type: array
items:
type: string
format: uuid
- type: object
additionalProperties: false
required:
- user_ids
- group_ids
properties:
user_ids:
type: array
items:
type: string
format: uuid
group_ids:
type: array
items:
type: string
format: uuid
responses:
'200':
description: An updated filter set resource.
content:
application/json:
schema:
type: object
required:
- data
properties:
data:
title: filter_set
type: object
required:
- id
- type
- attributes
- relationships
additionalProperties: false
properties:
id:
type: string
format: uuid
type:
type: string
enum:
# --- truncated at 32 KB (55 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/opal/refs/heads/main/openapi/opal-filter-sets-api-openapi.yml