Standard Metrics documents API
The documents API from Standard Metrics — 2 operation(s) for documents.
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OpenAPI Specification
openapi: 3.2.0
info:
title: OAuth Token budgets Documents API
version: 1.0.0
description: Token endpoint using client credentials flow.
servers:
- url: https://api.standardmetrics.io
tags:
- name: documents
paths:
/documents/:
get:
tags:
- documents
summary: Get documents
description: 'Retrieve all documents associated with the firm. Includes parsed and unparsed documents from various sources.
**Notes:**
- If no company is specified, returns documents for all companies.
**Permissions:**
- User must be authenticated via OAuth.
- User must have access to the documents.'
operationId: documents_list
parameters:
- name: page
in: query
description: A page number within the paginated result set.
schema:
type: integer
- name: page_size
in: query
description: Number of results to return per page.
schema:
type: integer
- name: company_id
in: query
description: The id for the company whose documents to request. You can get a company's id by making a request to the `/companies` endpoint.
schema:
type: string
- name: parse_state
in: query
description: The parse state of the documents to request. One of "not-started", "in-progress", "completed", "needs-input", "not-parseable".
schema:
type: string
- name: from
in: query
description: The from date (inclusive) from which to query uploaded_at as an ISO 8601 formatted date
schema:
type: string
format: date-time
- name: to
in: query
description: The to date (inclusive) from which to query uploaded_at as an ISO 8601 formatted date
schema:
type: string
format: date-time
- name: source
in: query
description: The source of the documents to request. One of "information-request", "implementation", "upload", "email".
schema:
type: string
responses:
'200':
description: ''
content:
application/json:
schema:
required:
- count
- results
type: object
properties:
count:
type: integer
next:
type:
- string
- 'null'
format: uri
previous:
type:
- string
- 'null'
format: uri
results:
type: array
items:
$ref: '#/components/schemas/LibraryDocument'
post:
tags:
- documents
summary: Create document
description: "Creates a new document in the library for a company.\n\n**Notes:**\n- File size limit: 32 MB maximum.\n- Accepted file types:\n - PDF files (.pdf)\n - Microsoft Word documents (.docx)\n - Microsoft Excel spreadsheets (.xlsx)\n - Microsoft PowerPoint presentations (.pptx)\n - OpenDocument spreadsheets (.ods)\n - JPEG images (.jpg, .jpeg)\n - PNG images (.png)\n - WebP images (.webp)\n - GIF images (.gif)\n\n**Permissions:**\n- User must be authenticated via OAuth.\n- User must have access to the company.\n- User must have access to the company's document data."
operationId: documents_create
requestBody:
content:
multipart/form-data:
schema:
required:
- company_id
- file
type: object
properties:
company_id:
type: string
description: The id for the company whose documents to request. You can get a company's id by making a request to the `/companies` endpoint.
file:
type: string
description: 'The file to add. Must be sent as part of a multipart/form-data POST request. File size limit: 32 MB maximum. Accepted file types: .pdf, .docx, .xlsx, .pptx, .ods, .jpg, .jpeg, .png, .webp, .gif'
format: binary
application/x-www-form-urlencoded:
schema:
required:
- company_id
- file
type: object
properties:
company_id:
type: string
description: The id for the company whose documents to request. You can get a company's id by making a request to the `/companies` endpoint.
file:
type: string
description: 'The file to add. Must be sent as part of a multipart/form-data POST request. File size limit: 32 MB maximum. Accepted file types: .pdf, .docx, .xlsx, .pptx, .ods, .jpg, .jpeg, .png, .webp, .gif'
format: binary
required: true
responses:
'201':
description: ''
content:
application/json:
schema:
required:
- message
- success
type: object
properties:
success:
type: boolean
description: Indicates whether the operation was successful
message:
type: string
description: A message describing the operation result
/documents/{document_id}/download/:
get:
tags:
- documents
summary: Download document
description: 'Download a specific document by redirecting to signed URL. Provides temporary access to securely stored documents.
The signed URL expires after 1 hour. After expiration, a new request must be made to obtain a fresh download link.
**Permissions:**
- User must be authenticated via OAuth.
- User must have access to the document.'
operationId: documents_download_list
parameters:
- name: document_id
in: path
description: The hashed ID of the document to download
required: true
schema:
type: string
responses:
'302':
description: Redirect to signed URL
content: {}
components:
schemas:
LibraryDocument:
required:
- submitted_date
type: object
properties:
id:
title: Id
type: string
readOnly: true
name:
title: Name
minLength: 1
type: string
readOnly: true
link:
title: Link
type: string
readOnly: true
company_id:
title: Company id
type: string
readOnly: true
information_request_id:
title: Information request id
type: string
readOnly: true
parse_state:
title: Parse state
type: string
readOnly: true
parsed_at:
title: Parsed at
type:
- string
- 'null'
format: date-time
readOnly: true
uploaded_at:
title: Uploaded at
type: string
format: date-time
readOnly: true
source:
title: Source
type: string
readOnly: true
submitted_date:
title: Submitted date
minLength: 1
type: string
securitySchemes:
basicAuth:
type: http
scheme: basic