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1. Get an API key

Everbility API keys are enabled per organisation. Ask an organisation admin to enable API keys for your organisation. They can email support@everbility.com to enable API keys and/or create a test account.
  • Organisation admins can create both organisation API keys and personal user API keys from User profile > API Keys.
  • When API keys are enabled for the organisation, members can create personal user API keys from User profile > API Keys.
Use an organisation key for organisation-scoped clients and templates. Use a user key for personal-scoped clients and templates.

2. Check your key

Use the API key directly as a bearer token. There is no JWT exchange step.
curl -s \
  -H "Authorization: Bearer <api_key>" \
  https://api.everbility.com/v1/public/me
Example response:
{
  "principal_type": "organization",
  "created_by_user_id": "user_123"
}

3. Search for a client

curl -s \
  -H "Authorization: Bearer <api_key>" \
  "https://api.everbility.com/v1/public/clients/search?q=alex"
This returns clients that are visible to the key you used.

4. List reports for a client

curl -s \
  -H "Authorization: Bearer <api_key>" \
  "https://api.everbility.com/v1/public/clients/864/documents"
Each document in v1 is a report.

5. Fetch a rendered report

curl -s \
  -H "Authorization: Bearer <api_key>" \
  "https://api.everbility.com/v1/public/clients/864/documents/<report_id>?format=markdown"
Use format=markdown or format=html.

6. Push context back into Everbility

Create a Markdown note:
curl -s \
  -X POST \
  -H "Authorization: Bearer <api_key>" \
  -H "Content-Type: application/json" \
  -d '{"title":"Case summary","markdown":"Patient tolerated session well."}' \
  "https://api.everbility.com/v1/public/clients/864/notes"
Upload a PDF or large audio file when you need Everbility to process the file asynchronously.

7. Generate a report

Start the job:
curl -s \
  -X POST \
  -H "Authorization: Bearer <api_key>" \
  -H "Content-Type: application/json" \
  -d '{"template_id":"<template_id>","note_ids":["<note_id>"]}' \
  "https://api.everbility.com/v1/public/clients/864/reports/generate"
Then poll the returned job_id until it completes:
curl -s \
  -H "Authorization: Bearer <api_key>" \
  "https://api.everbility.com/v1/public/jobs/<job_id>"
When the job is completed, read result.report_id and fetch the saved report from:
curl -s \
  -H "Authorization: Bearer <api_key>" \
  "https://api.everbility.com/v1/public/clients/864/documents/<report_id>?format=markdown"