API Integration Guide

REST API Overview

The C2MS REST API enables programmatic access to all platform functionality, allowing you to integrate with broker portals, accounting systems, data enrichment services, and custom applications. The API follows RESTful conventions with JSON request and response bodies, standard HTTP methods, and predictable resource-based URLs.

Authentication

All API requests require authentication via OAuth 2.0 bearer tokens. To obtain credentials, navigate to Settings > API Keys in the administration panel. Create a new API client with the appropriate scopes for your integration. The client credentials grant type is recommended for server-to-server integrations, while the authorisation code flow is suitable for user-facing applications.

Key Endpoints

• /api/v2/policies — create, retrieve, update, and search policy records

• /api/v2/claims — submit FNOL, update claim status, and retrieve claim details

• /api/v2/quotes — generate quotes programmatically and retrieve pricing breakdowns

• /api/v2/contacts — manage policyholder, broker, and third-party contact records

• /api/v2/documents — upload and download policy documents, claim evidence, and reports

Rate Limits and Best Practices

API requests are rate-limited to 1,000 requests per minute per API client. Bulk operations should use the batch endpoints where available to minimise the number of individual requests. All responses include pagination headers for list endpoints, and we recommend using cursor-based pagination for large data sets to ensure consistent results during concurrent updates.

Full API documentation, including interactive request builders and code examples in Python, JavaScript, and C#, is available at your tenant-specific developer portal accessible from Settings > API Documentation.