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Carbon

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List Opportunities

These can be included as children when requesting parent entities 

BaseIncludes

Created At

Description

End Date

Is All Day

Is Deleted

Location

Remote Data

Start Date

Subject

Updated At

Event

OpportunitiesOrderBy

Amount

Close Date

Events

Last Activity At

Name

Stage

Tasks

Opportunity

Account Id

Owner Id

OpportunityFilters

OpportunityStatus

OrderDirV2

PartialAccount

PartialContact

PartialOwner

Priority

Status

Task

Message

Error Type

ValidationError

OpportunitiesRequest

accessToken

apiKey & customerId

OpportunitiesResponse

HTTPValidationError

Get Opportunities

Introduction

Manage third-party applications and file uploads more efficiently with Carbon's ready-to-use React components.

Overview

Implementation

Open source client libraries for your favorite platforms.

SDKs

Connectors provide a seamless solution for integrating external data sources.

The Carbon Connect `enabledIntegrations` value for Google Drive is `GOOGLE_DRIVE`.

Google Drive

The Carbon Connect `enabledIntegrations` value for SharePoint is `SHAREPOINT`.

SharePoint

The Carbon Connect `enabledIntegrations` value for OneDrive is `ONEDRIVE`.

OneDrive

The Carbon Connect `enabledIntegrations` value for Dropbox is `DROPBOX`.

Dropbox

The Carbon Connect `enabledIntegrations` value for Box is `BOX`.

The Carbon Connect `enabledIntegrations` value for Zotero is `ZOTERO`.

Zotero

The Carbon Connect `enabledIntegrations` value for Intercom is `INTERCOM`.

Intercom

The Carbon Connect `enabledIntegrations` value for Zendesk is `ZENDESK`.

Zendesk

The Carbon Connect `enabledIntegrations` value for Freshdesk is `FRESHDESK`.

Freshdesk

The Carbon Connect `enabledIntegrations` value for ServiceNow is `SERVICENOW`.

ServiceNow

The Carbon Connect `enabledIntegrations` value for Gong is `GONG`

Gong

The Carbon Connect `enabledIntegrations` value for Salesforce is `SALESFORCE`.

Salesforce

The Carbon Connect enabledIntegrations value for Notion is `NOTION`.

Notion

The Carbon Connect `enabledIntegrations` value for Confluence is `Confluence`.

Confluence

The Carbon Connect `enabledIntegrations` value for Gitbook is `GITBOOK`.

Gitbook

The Carbon Connect `enabledIntegrations` value for Guru is `GURU`.

Guru

The Carbon Connect `enabledIntegrations` value for Document360 is `DOCUMENT360`.

Document360

The Carbon Connect `enabledIntegrations` value for Gmail is `GMAIL`

Gmail

The Carbon Connect `enabledIntegrations` value for Outlook is `OUTLOOK`.

Outlook

The Carbon Connect enabledIntegrations value for Slack is `SLACK`.

Slack

The Carbon Connect `enabledIntegrations` value for Github is `GITHUB`.

Github

The Carbon Connect `enabledIntegrations` value for AWS S3 is `S3`.

The Carbon Connect `enabledIntegrations` value for Google Cloud Storage is `GOOGLE_CLOUD_STORAGE`.

Google Cloud Storage

The Carbon Connect `enabledIntegrations` value for DigitalOcean Spaces is `S3`.

DigitalOcean Spaces

The Carbon Connect `enabledIntegrations` value for Azure Blob Storage is `AZURE_BLOB_STORAGE`.

Azure Blob Storage

The Carbon Connect `enabledIntegrations` value for RSS is `RSS_FEED`.

The Carbon Connect enabledIntegrations value for websites is `WEB_SCRAPE`.

Websites

Sync embeddings generated from source connectors to any Qdrant instance.

Qdrant

Sync embeddings generated from source connectors to any Pinecone instance.

Pinecone

Sync embeddings generated from source connectors to any Turbopuffer instance.

Turbopuffer

Models

Carbon offers cold storage for file embeddings, optimizing storage costs and performance.

Cold Storage

Hybrid Search

Use webhooks to notify your application about Carbon events.

Event Types

Metadata and Filtering

Carbon allows for complete white-labeling of our product.

White Label

An overview of Carbon security features and practices.

Security

Rate limits for each endpoint are given in requests per minute. Custom rate limits are available on the custom plans. Please reach out to team@carbon.ai for more details.

Rate Limits

Tutorial

An entity-relationship diagram mapping objects at the API level.

Entity-Relationship Diagram

Migration to Carbon

Carbon simplifies migrations between embedding models.

Embedding Models

Carbon simplifies migrations between vector databases.

Vector Databases

Understand general concepts, response codes, and authentication strategies.

Get Started

This guide provides a breakdown of common errors you might encounter while using the Carbon API. If you encounter an error message not listed here, don't hesitate to contact our support team for assistance.

Errors

Use this endpoint to check the status of the API. A `200` response indicates that the Carbon API is up.

Generate a Carbon access token with your Carbon API key and "customer-id" to call other endpoints.

Get Access Token

Returns whether or not the organization is white labeled and which integrations are white labeled

:param current_user: the current user
:param db: the database session
:return: a WhiteLabelingResponse

Get White Label

Please note that not all connectors use OAuth, like Gitbook or Freshdesk. Please use the connector specific endpoints for authentication in those cases.

Generate OAuth URL

This endpoint is used to directly upload local files to Carbon. The `POST` request should be a multipart form request.
Note that the `set_page_as_boundary` query parameter is applicable only to PDFs for now. When this value is set,
PDF chunks are at most one page long. Additional information can be retrieved for each chunk, however, namely the coordinates
of the bounding box around the chunk (this can be used for things like text highlighting). Following is a description
of all possible query parameters:
- `chunk_size`: the chunk size (in tokens) applied when splitting the document
- `chunk_overlap`: the chunk overlap (in tokens) applied when splitting the document
- `skip_embedding_generation`: whether or not to skip the generation of chunks and embeddings
- `set_page_as_boundary`: described above
- `embedding_model`: the model used to generate embeddings for the document chunks
- `use_ocr`: whether or not to use OCR as a preprocessing step prior to generating chunks. Valid for PDFs, JPEGs, and PNGs
- `generate_sparse_vectors`: whether or not to generate sparse vectors for the file. Required for hybrid search.
- `prepend_filename_to_chunks`: whether or not to prepend the filename to the chunk text


Carbon supports multiple models for use in generating embeddings for files. For images, we support Vertex AI's
multimodal model; for text, we support OpenAI's `text-embedding-ada-002` and Cohere's embed-multilingual-v3.0.
The model can be specified via the `embedding_model` parameter (in the POST body for `/embeddings`, and a query 
parameter in `/uploadfile`). If no model is supplied, the `text-embedding-ada-002` is used by default. When performing
embedding queries, embeddings from files that used the specified model will be considered in the query.
For example, if files A and B have embeddings generated with `OPENAI`, and files C and D have embeddings generated with
`COHERE_MULTILINGUAL_V3`, then by default, queries will only consider files A and B. If `COHERE_MULTILINGUAL_V3` is
specified as the `embedding_model` in `/embeddings`, then only files C and D will be considered. Make sure that
the set of all files you want considered for a query have embeddings generated via the same model. For now, **do not**
set `VERTEX_MULTIMODAL` as an `embedding_model`. This model is used automatically by Carbon when it detects an image file.

Upload File

Carbon supports multiple models for use in generating embeddings for files. For images, we support Vertex AI's
multimodal model; for text, we support OpenAI's `text-embedding-ada-002` and Cohere's embed-multilingual-v3.0.
The model can be specified via the `embedding_model` parameter (in the POST body for `/embeddings`, and a query 
parameter in `/uploadfile`). If no model is supplied, the `text-embedding-ada-002` is used by default. When performing
embedding queries, embeddings from files that used the specified model will be considered in the query.
For example, if files A and B have embeddings generated with `OPENAI`, and files C and D have embeddings generated with
`COHERE_MULTILINGUAL_V3`, then by default, queries will only consider files A and B. If `COHERE_MULTILINGUAL_V3` is
specified as the `embedding_model` in `/embeddings`, then only files C and D will be considered. Make sure that
the set of all files you want considered for a query have embeddings generated via the same model. For now, **do not**
set `VERTEX_MULTIMODAL` as an `embedding_model`. This model is used automatically by Carbon when it detects an image file.

Upload Text

Upload File via URL

For pre-filtering documents, using `tags_v2` is preferred to using `tags` (which is now deprecated). If both `tags_v2`
and `tags` are specified, `tags` is ignored. `tags_v2` enables
building complex filters through the use of "AND", "OR", and negation logic. Take the below input as an example:
```json
{
    "OR": [
        {
            "key": "subject",
            "value": "holy-bible",
            "negate": false
        },
        {
            "key": "person-of-interest",
            "value": "jesus christ",
            "negate": false
        },
        {
            "key": "genre",
            "value": "religion",
            "negate": true
        }
        {
            "AND": [
                {
                    "key": "subject",
                    "value": "tao-te-ching",
                    "negate": false
                },
                {
                    "key": "author",
                    "value": "lao-tzu",
                    "negate": false
                }
            ]
        }
    ]
}
```
In this case, files will be filtered such that:
1. "subject" = "holy-bible" OR
2. "person-of-interest" = "jesus christ" OR
3. "genre" != "religion" OR
4. "subject" = "tao-te-ching" AND "author" = "lao-tzu"

Note that the top level of the query must be either an "OR" or "AND" array. Currently, nesting is limited to 3.
For tag blocks (those with "key", "value", and "negate" keys), the following typing rules apply:
1. "key" isn't optional and must be a `string`
2. "value" isn't optional and can be `any` or list[`any`]
3. "negate" is optional and must be `true` or `false`. If present and `true`, then the filter block is negated in
the resulting query. It is `false` by default.

View Files

Delete Files V2

Resync File

Retrieve details on a user, denoted as a "customer_id" ("organization_supplied_user_id" in the API responses)

Get User

Toggle User Features

Delete one or many users, whom are denoted as "customer_ids".

Delete Users

Update one or many users, whom are denoted as "customer_ids".

Update Users

List Users

Submit an URL for web scrape. Set a recursive depth and max number of pages to scrape.

Web Scrape

Extract URLs from a sitemap and perform a web scrape on each URL.

Scrape Sitemap

Return the content and all URLs found on a specific webpage.

Fetch Webpage

View Webpages

Return all URLs found on a specific sitemap.

Fetch Sitemap URLs

Fetch transcripts from YouTube videos in English.

YouTube Transcript

Initialize a web search and return a list of search results.

Web Search

Our RSS connector parses content from web-hosted RSS and Atom feeds (all versions).

Sync RSS Feed

This endpoint revokes the access token for a particular data source connection.

Revoke Connection

This endpoint retrieves active connections across all data sources for a user.

View Connections

This endpoint retrieves active connections across all user data sources for an entire organization.

List Data Sources

You can bypass the authentication flow on Carbon by directly passing in an access token. This endpoint eliminates the need for users to go through the typical authentication flow. By providing the access token directly, users can gain immediate access to Carbon's features and functionality without any additional steps.

Add Connection

This endpoint syncs all items in a user's data source connection. Note that only the directory structure and accompanying metadata will be synced, not the content within files.

Sync Connection

Use this endpoint to access and navigate a user's file directory, allowing you to create a custom file selector interface.

List Connection Items

After listing files and folders via /integrations/items/sync and integrations/items/list, use the selected items' external ids 
as the ids in this endpoint to sync them into Carbon. Sharepoint items take an additional parameter root_id, which identifies
the drive the file or folder is in and is stored in root_external_id. That additional paramter is optional and excluding it will
tell the sync to assume the item is stored in the default Documents drive.

Sync Connection Files

Cancel Sync Connection

Add Tags

Remove Tags

You will need an access token to connect your Gitbook account. Note that the permissions will be defined by the user 
generating access token so make sure you have the permission to access spaces you will be syncing. 
Refer this article for more details https://developer.gitbook.com/gitbook-api/authentication. Additionally, you
need to specify the name of organization you will be syncing data from.

Sync Gitbook Connection

After connecting your Gitbook account, you can use this endpoint to list all of your spaces under current organization.

Get Gitbook Spaces

You can sync upto 20 Gitbook spaces at a time using this endpoint. Additional parameters below can be used to associate 
data with the synced pages or modify the sync behavior.

Sync Gitbook Spaces

This endpoint can be used to connect S3 as well as Digital Ocean Spaces (S3 compatible)  
For S3, create a new IAM user with permissions to:
<ol>
<li>List all buckets.</li>
<li>Read from the specific buckets and objects to sync with Carbon. Ensure any future buckets or objects carry 
the same permissions.</li>
</ol>
Once created, generate an access key for this user and share the credentials with us. We recommend testing this key beforehand.  
For Digital Ocean Spaces, generate the above credentials in your Applications and API page here https://cloud.digitalocean.com/account/api/spaces.
Endpoint URL is required to connect Digital Ocean Spaces. It should look like <<region>>.digitaloceanspaces.com

List Opportunities

Authorizations

Body

Response