Authentication

List Endpoints (POST)

Get Endpoints

Parameters

Shared Parameters

Filter and Ordering Parameters

Example Usage

Retrieving a List of Accounts

Retrieving a Specific Contact

Endpoints

Documentation

Carbon

API Reference

Website

Support

Fetch unified data directly from CRM systems via a dedicated set of endpoints.

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

Sync S3 Connection

After optionally loading the items via /integrations/items/sync and integrations/items/list, use the bucket name 
and object key as the ID in this endpoint to sync them into Carbon. Additional parameters below can associate 
data with the selected items or modify the sync behavior

Sync S3 Files

List all Sharepoint sites in the connected tenant. The site names from the response can be
used as the site name when connecting a Sharepoint site. If site name is null in the response, then site name should
be left null when connecting to the site.

This endpoint requires an additional Sharepoint scope: "Sites.Read.All". Include this scope along with the default
Sharepoint scopes to list Sharepoint sites, connect to a site, and finally sync files from the site. The default
Sharepoint scopes are: [o, p, e, n, i, d,  , o, f, f, l, i, n, e, _, a, c, c, e, s, s,  , U, s, e, r, ., R, e, a, d,  , F, i, l, e, s, ., R, e, a, d, ., A, l, l].
 
data_soure_id: Data source needs to be specified if you have linked multiple Sharepoint accounts
cursor: Used for pagination. If next_cursor is returned in response, you need to pass it as the cursor in the next request

List SharePoint Sites

Refer this article to obtain an access token https://docs.github.com/en/authentication/keeping-your-account-and-data-secure/managing-your-personal-access-tokens.
Make sure that your access token has the permission to read content from your desired repos. Note that if your access token
expires you will need to manually update it through this endpoint.

Sync GitHub Connection

Once you have connected your GitHub account, you can use this endpoint to list the 
    repositories your account has access to. You can use a data source ID or username to fetch from a specific account.

List GitHub Repos

You can retreive repos your token has access to using /integrations/github/repos and sync their content. 
You can also pass full name of any public repository (username/repo-name). This will store the repo content with 
carbon which can be accessed through /integrations/items/list endpoint. Maximum of 25 repositories are accepted per request.

Sync GitHub Repos

Get Issue

List Issues

Get Pull Request

List Pull Requests

Retrieve Commits

Retrieve Changed Files

Retrieve Comments

Once you have successfully connected your gmail account, you can choose which emails to sync with us
using the filters parameter. Filters is a JSON object with key value pairs. It also supports AND and OR operations.
For now, we support a limited set of keys listed below.

label: Inbuilt Gmail labels, for example "Important" or a custom label you created. 
after or before: A date in YYYY/mm/dd format (example 2023/12/31). Gets emails after/before a certain date.
You can also use them in combination to get emails from a certain period. 
is: Can have the following values - starred, important, snoozed, and unread 
from: Email address of the sender 
to: Email address of the recipient 
in: Can have the following values - sent (sync emails sent by the user) 
has: Can have the following values - attachment (sync emails that have attachments) 

Using keys or values outside of the specified values can lead to unexpected behaviour.

An example of a basic query with filters can be
```json
{
 "filters": {
 "key": "label",
 "value": "Test"
 }
}
```
Which will list all emails that have the label "Test".

You can use AND and OR operation in the following way:
```json
{
 "filters": {
 "AND": [
 {
 "key": "after",
 "value": "2024/01/07"
 },
 {
 "OR": [
 {
 "key": "label",
 "value": "Personal"
 },
 {
 "key": "is",
 "value": "starred"
 }
 ]
 }
 ]
 }
}
```
This will return emails after 7th of Jan that are either starred or have the label "Personal". 
Note that this is the highest level of nesting we support, i.e. you can't add more AND/OR filters within the OR filter
in the above example.

Sync Gmail Connection

After connecting your Gmail account, you can use this endpoint to list all of your labels. User created labels
will have the type "user" and Gmail's default labels will have the type "system"

Get Gmail Labels

List all of your public and private channels, DMs, and Group DMs. The ID from response 
can be used as a filter to sync messages to Carbon   
types: Comma separated list of types. Available types are im (DMs), mpim (group DMs), public_channel, and private_channel.
Defaults to public_channel.    
cursor: Used for pagination. If next_cursor is returned in response, you need to pass it as the cursor in the next request    
data_source_id: Data source needs to be specified if you have linked multiple slack accounts  
exclude_archived: Should archived conversations be excluded, defaults to true

Slack List Conversations

You can list all conversations using the endpoint /integrations/slack/conversations. The ID of 
conversation will be used as an input for this endpoint with timestamps as optional filters.

Slack Sync

Once you have successfully connected your Outlook account, you can choose which emails to sync with us
using the filters and folder parameter. "folder" should be the folder you want to sync from Outlook. By default
we get messages from your inbox folder. 
Filters is a JSON object with key value pairs. It also supports AND and OR operations.
For now, we support a limited set of keys listed below.

category: Custom categories that you created in Outlook. 
after or before: A date in YYYY/mm/dd format (example 2023/12/31). Gets emails after/before a certain date. You can also use them in combination to get emails from a certain period. 
is: Can have the following values: flagged 
from: Email address of the sender 

An example of a basic query with filters can be
```json
{
 "filters": {
 "key": "category",
 "value": "Test"
 }
}
```
Which will list all emails that have the category "Test". 

Specifying a custom folder in the same query
```json
{
 "folder": "Folder Name",
 "filters": {
 "key": "category",
 "value": "Test"
 }
}
```

You can use AND and OR operation in the following way:
```json
{
 "filters": {
 "AND": [
 {
 "key": "after",
 "value": "2024/01/07"
 },
 {
 "OR": [
 {
 "key": "category",
 "value": "Personal"
 },
 {
 "key": "category",
 "value": "Test"
 },
 ]
 }
 ]
 }
}
```
This will return emails after 7th of Jan that have either Personal or Test as category. 
Note that this is the highest level of nesting we support, i.e. you can't add more AND/OR filters within the OR filter
in the above example.

Sync Outlook Connection

After connecting your Outlook account, you can use this endpoint to list all of your folders on outlook. This includes 
both system folders like "inbox" and user created folders.

Get Outlook Folders

After connecting your Outlook account, you can use this endpoint to list all of your categories on outlook. We currently
support listing up to 250 categories.

Get Started

Source Connectors

Destination Connectors

Learn

Resources

Migrations

CRM

Authentication

Endpoints

List Endpoints (POST)

Get Endpoints

Parameters

Shared Parameters

Filter and Ordering Parameters

Example Usage

Retrieving a List of Accounts

Retrieving a Specific Contact

Get Started

Source Connectors

Destination Connectors

Learn

Resources

Migrations

​Authentication

​Endpoints

​List Endpoints (POST)

​Get Endpoints

​Parameters

​Shared Parameters

​Filter and Ordering Parameters

​Example Usage

​Retrieving a List of Accounts

​Retrieving a Specific Contact

Authentication

Endpoints

List Endpoints (POST)

Get Endpoints

Parameters

Shared Parameters

Filter and Ordering Parameters

Example Usage

Retrieving a List of Accounts

Retrieving a Specific Contact