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.
2. Check your key
Use the API key directly as a bearer token. There is no JWT exchange step.3. Search for a client
4. List reports for a client
5. Fetch a rendered report
format=markdown or format=html.
6. Push context back into Everbility
Create a Markdown note:7. Generate a report
Start the job:job_id until it completes:
completed, read result.report_id and fetch the saved report from: