Filemark developer docs

Access Filemark through its REST API or Model Context Protocol (MCP) server. Read and change your firm's client and engagement records, run Canadian T2 tax computations, and create filing handoff packages.

REST base URL: https://api.filemark.ca/api/v1
MCP server: https://api.filemark.ca/mcp
API schema: OpenAPI and interactive REST reference
Format: JSON over HTTPS, OAuth 2.0 bearer tokens
Markdown: append .md to a page URL, or use /index.md for this page, /llms-full.txt for the full guide, and /llms.txt for the index

Start here

Quickstart: get an access token, run a computation, and list your clients.
Definitions: clients, entities, engagements, targets and cells.
Authentication for a server integration, or delegated access to connect an AI assistant or other MCP host as a signed-in user.

Reference

REST reference: every operation with a request example, parameters, and response fields.
Computation reference: every target's input and output cells.
Run computations, Write data, and Connect over MCP.
Conventions, rate limits, and error codes.

Filemark | Developer docs