Summit Finance API Documentation
1. Introduction
Welcome to the Summit API documentation. Summit is an open-source invoicing and financial management application. This API allows developers to interact with Summit's core functionalities programmatically.
Authentication
All API requests must be authenticated using an API key. The API key should be included in the Authorization
header as a Bearer token.
Example:
Authorization: Bearer <YOUR_API_TOKEN>
Base URL
The base URL for all API endpoints is:
https://your-summit-instance.com
(Replace your-summit-instance.com
with your actual Summit instance URL).
All API paths are prefixed with /api
.
2. Getting Started
Obtaining an API Key
API keys can be generated from the Summit application:
- Log in to your Summit account.
- Navigate to Settings.
- Go to the API Tokens tab.
- Click on "Generate New Token".
- Provide a name for your token and click "Generate Token".
- Important: Copy the generated token immediately. You will not be able to see it again.
The token will look like skt_xxxxxxxx_xxxxxxxxxxxxxxxxxxxxxxxx
.
Authentication Process
Include your API token in the Authorization
header for every request:
Authorization: Bearer skt_xxxxxxxx_xxxxxxxxxxxxxxxxxxxxxxxx
Common Headers
Authorization
: Bearer token for authentication.Content-Type
: Should beapplication/json
for requests with a JSON body (e.g., POST, PUT).
Resources
Clients
Learn about the client model and how to create, retrieve, update, delete, and list clients for your company.
Invoices
Learn about the invoice model and how to create, retrieve, update, delete, and list invoices for your clients.
Quotes
Learn about the quote model and how to create, retrieve, update, delete, and list quotes for your clients.
Vendors
Learn about the vendor model and how to create, retrieve, update, delete, and list vendors for your company.
Expenses
Learn about the expense model and how to create, retrieve, update, delete, and list expenses for your company.
Expense Categories
Learn about the expense category model and how to manage categories for your expenses.
Income
Learn about the income model and how to create, retrieve, update, delete, and list income entries for your company.