AuditDashboard APIs

The AuditDashboard APIs provide secure, programmatic access to your portal: clients, engagements, requests, users, files, insights, and trash. Use our APIs to automate the work your team does by hand, keep AuditDashboard in step with your other systems, and pull your engagement data out for reporting.

It is also built for AI agents. The v2 API doubles as a hosted MCP endpoint, so tools like Claude, ChatGPT, and Copilot can work in your portal directly, within the permissions of the person they are acting for.

What you can do

Create and maintain client companies, one at a time or in bulk.

Set up audit engagements and keep their statuses, assignments, and details current.

Raise requests, track them through their workflow, and see where each one stands.

Move files in and out of the portal, and share them where sharing is allowed.

Pull engagement and user activity data for reporting.

Find deleted items and put them back.

Add users and manage their roles and permissions.

Common starting points: create next year's engagements from your practice management system, push a request list in from a template, pull request status into a dashboard, or move client files without anyone touching a browser.

Choosing a version

Two versions of the API are documented on this site.

v2 (/api/v2) is the current API and where all new integrations should be built. It covers everything v1 does and adds current-user (/me) dashboards, engagement duplication, Secure File Sharing, consistent list pagination and sorting, searchable queries, and standardized error responses.

v1 (/api/public) is in maintenance mode. It receives no new features and stays live so existing integrations keep working. It will be retired at a future date.

Pick v2 unless you are maintaining an integration already built against /api/public. Agentic work needs v2: the portal's MCP endpoint is generated from the v2 surface, so anything you can do with the v2 API is something an agent can do too, and only the tools a given user is permitted to use are offered to them.

Each version's section in the navigation has its own introduction and endpoint reference.

How it works

Every request is made over HTTPS to your own portal (https://yourcompany.auditdashboard.com) and carries a bearer token.

The API acts as the identity behind that token and sees exactly what that identity is permitted to see, so the same permission rules that apply in the portal apply to your integration, and to any agent connected to it. Requests and responses are JSON, list endpoints are paged, and errors come back in a consistent, documented shape.

The authentication page under your chosen version walks through obtaining and refreshing a token once access is arranged.

Rate Limits

To ensure optimal performance, the API enforces a rate limit of 20 requests per second. For higher limits, contact support@auditdashboard.com.

Getting access

API access is enabled per portal and set up with our team, so the first step is to talk to us.

Email support@auditdashboard.com and include:

Your portal – the subdomain you use to sign in (the yourcompany in yourcompany.auditdashboard.com).

Who you are – your name, your firm, and your role.

What you want to build – the workflow you are trying to automate, the system you want to connect, or the agent you want to give access to.

We will get back to you to confirm access and set up a short call if you wish. We can point you at the right endpoints, send you a Postman collection and code samples, and answer questions as you build.

Explore while you wait

You do not need access to read the reference. Use the navigation on the left to browse the endpoints, parameters, and sample payloads for each version and sketch out your integration.

Need help?

We're committed to your success. 🚀

Visit www.auditdashboard.com/help or email support@auditdashboard.com.

What you can do#

Choosing a version#

How it works#

Rate Limits#

Getting access#

Explore while you wait#