# 1Tool API > REST API of 1Tool, a business software for CRM, quotes, invoices, projects, tasks, time tracking and more, at https://api.1tool.cloud/v1. Authenticate with a bearer token, read lists page by page. Each resource below has its own small OpenAPI file: load the one you need instead of the full specification. - Every operation has a stable `operationId` such as `contacts.list` or `invoices.send`. - An unknown filter is rejected with the allowed names; an unknown sort is ignored and named in the `X-Ignored-Sort` response header. - Read and follow the getting-started guide before the first call: authentication, paging, limits, dates, custom fields. ## Getting started - [Getting started](https://api.1tool.cloud/v1/public/docs.md): authentication, headers, paging, filters, sorting, rate limits, dates, custom fields - [Full OpenAPI specification](https://api.1tool.cloud/v1/public/openapi): every operation in one file (several MB) - [Interactive reference](https://api.1tool.cloud/v1/public/docs) ## Sign-in and account - [Sign-in](https://api.1tool.cloud/v1/public/openapi/auth): Sign in with password, SMS, one-time code or magic link, as a user or as a contact. Returns the bearer token for every other call (17 operations) - [Two-factor authentication](https://api.1tool.cloud/v1/public/openapi/two-factor): Set up, confirm and reset the second factor (authenticator app code) (7 operations) - [Sessions and devices](https://api.1tool.cloud/v1/public/openapi/sessions): List and end signed-in sessions and registered devices (for example for push notifications) (10 operations) ## Contacts - [Contact groups](https://api.1tool.cloud/v1/public/openapi/contact-groups): Sort contacts into groups (customers, suppliers, newsletter) and control who may see each group (20 operations) - [Contact relations](https://api.1tool.cloud/v1/public/openapi/contact-relations): Links such as company and contact person, or parent and subsidiary (15 operations) - [Notes and comments](https://api.1tool.cloud/v1/public/openapi/notes): Notes and comments on contacts, projects and other records, with categories and tags (41 operations) - [Visits](https://api.1tool.cloud/v1/public/openapi/visits): Visit reports at contacts, including the products discussed or sold (17 operations) - [Contacts](https://api.1tool.cloud/v1/public/openapi/contacts): Create, search, update and merge contacts, with addresses, salutations, industries and settings (167 operations) ## Sales - [Opportunities](https://api.1tool.cloud/v1/public/openapi/opportunities): Potential deals with stage, value, probability, contacts involved and products (37 operations) - [Leads](https://api.1tool.cloud/v1/public/openapi/leads): Lead stages, pipeline status and lead costs per contact (23 operations) - [Quotes](https://api.1tool.cloud/v1/public/openapi/proposals): Create quotes with line items, texts, status and phases, and turn them into invoices (123 operations) - [Sales stages and targets](https://api.1tool.cloud/v1/public/openapi/sales-control): Sales stages, campaigns, sales partners, revenue targets and approvals by price range (39 operations) ## Projects and tasks - [Projects](https://api.1tool.cloud/v1/public/openapi/projects): Create and manage projects: types, phases, members, cost units, products and templates (94 operations) - [Tasks](https://api.1tool.cloud/v1/public/openapi/tasks): Tasks and tickets with status, priority, category, type and checklists (53 operations) - [Boards](https://api.1tool.cloud/v1/public/openapi/boards): Kanban boards with columns (phases), cards and notes (33 operations) - [Resource planning](https://api.1tool.cloud/v1/public/openapi/resource-planning): Schedule employees on projects and days (61 operations) ## Time and staff - [Time tracking](https://api.1tool.cloud/v1/public/openapi/time-tracking): Record, evaluate and bill working time and activities (51 operations) - [Leave and absences](https://api.1tool.cloud/v1/public/openapi/vacation): Request, approve and evaluate leave (12 operations) - [Working hours and pay](https://api.1tool.cloud/v1/public/openapi/working-hours): Target working hours, exceptions, shifts, employment types, wage agreements and allowances (35 operations) - [Jobs and applications](https://api.1tool.cloud/v1/public/openapi/jobs): Job postings, applications and applicant status (31 operations) - [Learning](https://api.1tool.cloud/v1/public/openapi/learning): Learning courses, assignments to employees and results (31 operations) ## Calendar, courses and surveys - [Appointments](https://api.1tool.cloud/v1/public/openapi/calendar-events): Appointments with participants, invitations, status, rooms, products and billing (111 operations) - [Courses and seminars](https://api.1tool.cloud/v1/public/openapi/courses): Courses, course dates, participants, costs, cancellation terms, online booking and trainer services (58 operations) - [Certificates](https://api.1tool.cloud/v1/public/openapi/certificates): Certificates and credentials with types, subtypes and characteristics (30 operations) - [Room booking](https://api.1tool.cloud/v1/public/openapi/booking): Rooms, room categories, locations and booking fields (24 operations) - [Surveys](https://api.1tool.cloud/v1/public/openapi/surveys): Questionnaires with questions and answers, also per contact or project (34 operations) ## Finance - [Invoices](https://api.1tool.cloud/v1/public/openapi/invoices): Create, send and cancel invoices, with line items, partial payments, texts, dunning levels and payment terms (109 operations) - [Incoming invoices and costs](https://api.1tool.cloud/v1/public/openapi/costs): Incoming invoices, fixed costs and their allocation to cost centres and cost units (72 operations) - [Recurring income](https://api.1tool.cloud/v1/public/openapi/income): Recurring income such as subscriptions and maintenance contracts (9 operations) - [Accounting](https://api.1tool.cloud/v1/public/openapi/accounting): Accounts, bookings, booking rules, tax codes and BMD export (42 operations) - [Banking and payments](https://api.1tool.cloud/v1/public/openapi/banking): Bank accounts, SEPA files, account matching via finAPI, currencies and exchange rates (29 operations) - [Budgets](https://api.1tool.cloud/v1/public/openapi/budgets): Budgets with groups, lines and planned values (22 operations) ## Products, shop and warehouse - [Orders](https://api.1tool.cloud/v1/public/openapi/orders): Product orders placed by contacts (8 operations) - [Products](https://api.1tool.cloud/v1/public/openapi/products): Products with groups, variants, units, prices, discount scales and specifications (119 operations) - [Online shop](https://api.1tool.cloud/v1/public/openapi/shop): Shop orders, coupons, payment methods, options, pages and templates of the online shop (94 operations) - [Warehouse](https://api.1tool.cloud/v1/public/openapi/warehouse): Storage locations, stock, suppliers, goods in and out, and stocktaking (65 operations) ## Communication - [Email](https://api.1tool.cloud/v1/public/openapi/email): Send email, mailboxes, signatures, sender settings and ticket detection from incoming mail (55 operations) - [Newsletters](https://api.1tool.cloud/v1/public/openapi/newsletter): Newsletter campaigns, mailing lists, unsubscribes and Mailchimp sync (41 operations) - [Chat](https://api.1tool.cloud/v1/public/openapi/chat): Chat messages, attachments and automatic translation (21 operations) - [Telephony and SMS](https://api.1tool.cloud/v1/public/openapi/phone): Phone numbers, calls and sending SMS (15 operations) - [Notifications](https://api.1tool.cloud/v1/public/openapi/notifications): In-app notifications and push messages to devices (8 operations) ## Files and documents - [Files and folders](https://api.1tool.cloud/v1/public/openapi/files): Upload, file, share and restore files, download them as ZIP, sync with OneDrive and SharePoint (69 operations) - [PDF, Excel and templates](https://api.1tool.cloud/v1/public/openapi/documents): Generate PDF and Excel files, PDF and Word templates, layouts, previews for CAD and video (14 operations) ## Reporting - [Reports and charts](https://api.1tool.cloud/v1/public/openapi/reports): Run and export reports, ticket reports, charts and statistics (42 operations) - [Lists](https://api.1tool.cloud/v1/public/openapi/lists): Ready-made list views with filters, and saved list templates (51 operations) - [Dashboard](https://api.1tool.cloud/v1/public/openapi/dashboard): Widgets, buttons, quick links, recently opened records and activity (21 operations) ## Insurance and commissions - [Applications](https://api.1tool.cloud/v1/public/openapi/insurance-applications): Insurance applications with products, cancellations, imports and commissions (126 operations) - [Insurance products](https://api.1tool.cloud/v1/public/openapi/insurance-products): Products, properties, lines of business and automatic matching (63 operations) - [Commissions](https://api.1tool.cloud/v1/public/openapi/commissions): Commission rules, receivers, statements, bonuses and cancellation liability (109 operations) - [Claims](https://api.1tool.cloud/v1/public/openapi/damages): Claim reports with type and status (23 operations) - [Rules and AI parsing](https://api.1tool.cloud/v1/public/openapi/insurance-rules): Rule groups for permissions and assignment, AI parsing of documents (26 operations) ## Administration and settings - [Users and permissions](https://api.1tool.cloud/v1/public/openapi/users): Users, roles, permissions, departments and personal settings (71 operations) - [Custom fields and forms](https://api.1tool.cloud/v1/public/openapi/custom-fields): Tenant-specific fields, input forms and their layout (62 operations) - [Workflows, processes and webhooks](https://api.1tool.cloud/v1/public/openapi/workflows): Automated flows with triggers, steps and actions, documented processes, and webhooks to other systems (55 operations) - [Tenant and settings](https://api.1tool.cloud/v1/public/openapi/tenant): Tenant settings and variables, modules, menu, territories, app settings and content (144 operations) - [AI](https://api.1tool.cloud/v1/public/openapi/ai): AI requests, and saved prompts and recipes for the MCP connector (15 operations) - [System](https://api.1tool.cloud/v1/public/openapi/system): Queue, log, feedback and maintenance. Most integrations do not need these (5 operations) ## Reference data and utilities - [Geocoding](https://api.1tool.cloud/v1/public/openapi/geocoding): Turn addresses into coordinates and back (11 operations) - [Search](https://api.1tool.cloud/v1/public/openapi/search): Quick search across contacts and other records (6 operations) - [Countries, languages, dial codes](https://api.1tool.cloud/v1/public/openapi/lookups): Fixed value lists that other endpoints expect as input (5 operations) ## Customer portal API (contact tokens): Sign-in and account - [Sign-in](https://api.1tool.cloud/v1/portal/openapi/auth): Sign in with password, SMS, one-time code or magic link, as a user or as a contact. Returns the bearer token for every other call (1 operations) - [Sessions and devices](https://api.1tool.cloud/v1/portal/openapi/sessions): List and end signed-in sessions and registered devices (for example for push notifications) (3 operations) ## Customer portal API (contact tokens): Contacts - [Contact relations](https://api.1tool.cloud/v1/portal/openapi/contact-relations): Links such as company and contact person, or parent and subsidiary (2 operations) - [Notes and comments](https://api.1tool.cloud/v1/portal/openapi/notes): Notes and comments on contacts, projects and other records, with categories and tags (7 operations) - [Contacts](https://api.1tool.cloud/v1/portal/openapi/contacts): Create, search, update and merge contacts, with addresses, salutations, industries and settings (28 operations) ## Customer portal API (contact tokens): Sales - [Quotes](https://api.1tool.cloud/v1/portal/openapi/proposals): Create quotes with line items, texts, status and phases, and turn them into invoices (7 operations) ## Customer portal API (contact tokens): Projects and tasks - [Projects](https://api.1tool.cloud/v1/portal/openapi/projects): Create and manage projects: types, phases, members, cost units, products and templates (8 operations) - [Tasks](https://api.1tool.cloud/v1/portal/openapi/tasks): Tasks and tickets with status, priority, category, type and checklists (21 operations) - [Boards](https://api.1tool.cloud/v1/portal/openapi/boards): Kanban boards with columns (phases), cards and notes (5 operations) ## Customer portal API (contact tokens): Time and staff - [Working hours and pay](https://api.1tool.cloud/v1/portal/openapi/working-hours): Target working hours, exceptions, shifts, employment types, wage agreements and allowances (6 operations) - [Jobs and applications](https://api.1tool.cloud/v1/portal/openapi/jobs): Job postings, applications and applicant status (1 operations) ## Customer portal API (contact tokens): Calendar, courses and surveys - [Appointments](https://api.1tool.cloud/v1/portal/openapi/calendar-events): Appointments with participants, invitations, status, rooms, products and billing (17 operations) - [Courses and seminars](https://api.1tool.cloud/v1/portal/openapi/courses): Courses, course dates, participants, costs, cancellation terms, online booking and trainer services (12 operations) - [Certificates](https://api.1tool.cloud/v1/portal/openapi/certificates): Certificates and credentials with types, subtypes and characteristics (2 operations) - [Surveys](https://api.1tool.cloud/v1/portal/openapi/surveys): Questionnaires with questions and answers, also per contact or project (20 operations) ## Customer portal API (contact tokens): Finance - [Invoices](https://api.1tool.cloud/v1/portal/openapi/invoices): Create, send and cancel invoices, with line items, partial payments, texts, dunning levels and payment terms (4 operations) - [Incoming invoices and costs](https://api.1tool.cloud/v1/portal/openapi/costs): Incoming invoices, fixed costs and their allocation to cost centres and cost units (5 operations) ## Customer portal API (contact tokens): Products, shop and warehouse - [Orders](https://api.1tool.cloud/v1/portal/openapi/orders): Product orders placed by contacts (2 operations) - [Products](https://api.1tool.cloud/v1/portal/openapi/products): Products with groups, variants, units, prices, discount scales and specifications (6 operations) ## Customer portal API (contact tokens): Communication - [Newsletters](https://api.1tool.cloud/v1/portal/openapi/newsletter): Newsletter campaigns, mailing lists, unsubscribes and Mailchimp sync (2 operations) - [Chat](https://api.1tool.cloud/v1/portal/openapi/chat): Chat messages, attachments and automatic translation (12 operations) ## Customer portal API (contact tokens): Files and documents - [Files and folders](https://api.1tool.cloud/v1/portal/openapi/files): Upload, file, share and restore files, download them as ZIP, sync with OneDrive and SharePoint (21 operations) - [PDF, Excel and templates](https://api.1tool.cloud/v1/portal/openapi/documents): Generate PDF and Excel files, PDF and Word templates, layouts, previews for CAD and video (3 operations) ## Customer portal API (contact tokens): Reporting - [Reports and charts](https://api.1tool.cloud/v1/portal/openapi/reports): Run and export reports, ticket reports, charts and statistics (1 operations) - [Lists](https://api.1tool.cloud/v1/portal/openapi/lists): Ready-made list views with filters, and saved list templates (1 operations) - [Dashboard](https://api.1tool.cloud/v1/portal/openapi/dashboard): Widgets, buttons, quick links, recently opened records and activity (1 operations) ## Customer portal API (contact tokens): Insurance and commissions - [Claims](https://api.1tool.cloud/v1/portal/openapi/damages): Claim reports with type and status (6 operations) ## Customer portal API (contact tokens): Administration and settings - [Users and permissions](https://api.1tool.cloud/v1/portal/openapi/users): Users, roles, permissions, departments and personal settings (3 operations) - [Custom fields and forms](https://api.1tool.cloud/v1/portal/openapi/custom-fields): Tenant-specific fields, input forms and their layout (11 operations) - [Tenant and settings](https://api.1tool.cloud/v1/portal/openapi/tenant): Tenant settings and variables, modules, menu, territories, app settings and content (104 operations) - [System](https://api.1tool.cloud/v1/portal/openapi/system): Queue, log, feedback and maintenance. Most integrations do not need these (1 operations) ## Customer portal API (contact tokens): Reference data and utilities - [Geocoding](https://api.1tool.cloud/v1/portal/openapi/geocoding): Turn addresses into coordinates and back (5 operations) - [Countries, languages, dial codes](https://api.1tool.cloud/v1/portal/openapi/lookups): Fixed value lists that other endpoints expect as input (1 operations) ## Customer portal API (contact tokens): Other - [Unassigned](https://api.1tool.cloud/v1/portal/openapi/unsorted): Not yet assigned to an area (11 operations) ## Optional - [Classic Swagger view](https://api.1tool.cloud/v1/swagger/docs): the raw generated specification