Filemark developer docs

Read the client and engagement records in your firm's Filemark workspace and run Filemark's Canadian T2 corporate tax computations from your own systems, over REST or the Model Context Protocol (MCP). The API is read-only: nothing writes to a workspace.

Start here

  • Quickstart: mint a token, run a computation, list your clients.
  • Definitions: clients, entities, engagements, saved data, 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

Filemark | Developer docs