Canopy, the leading all-in-one practice management platform for accounting firms, today launched its new external API platform. The Canopy API platform serves firms that want to integrate, automate, and build on Canopy across their tech stack. Moreover, it securely shares core data and workflows with other internal systems.
The new Canopy external API lets firms read, create, and update core records directly from their own systems. As a result, firms can power internal portals, reporting dashboards, and custom automations with live Canopy data. Previously, manual exports, rigid workarounds, and duplicate data entry created constant roadblocks. These hurdles kept technically Canopy API platform capable firms from linking their practice management platform with other tools.
“We have built an all-in-one system, but that does not mean we are a closed system,” said Hanna Bjornn, Senior Vice President of Product at Canopy. “Firms need the flexibility to pull their data into custom reporting dashboards or automate their onboarding workflows without running into roadblocks. Our new API gives firms the access they need to build custom solutions and securely connect with the specific tools they use in their firm.”
The live endpoints support comprehensive access to clients, contacts, custom fields, tasks, and client requests. They also cover document creation and full file organization capabilities. In contrast, many competing platforms restrict users to read-only access for numerous features. Canopy, however, now provides write access for critical objects like client requests. Consequently, this change frees trapped workflow data.
This update carries real weight for accounting firms. Many firms already run custom reporting dashboards and onboarding workflows. However, they often struggle to feed these tools with current data. Therefore, direct access through the Canopy API platform removes a major barrier. Likewise, tech teams gain more control over how data moves between systems.
Canopy Prepares for AI With an MCP Server
Canopy API platform is also looking ahead to how firms will use AI. To that end, the company is building an MCP (Model Context Protocol) server. This server will let AI assistants like Claude connect directly to Canopy. Once released, firms will be able to ask an AI assistant to look up client information or complete tasks inside Canopy for them.
How Accounting Firms Can Get Started
Firms can start exploring the API today. Canopy’s new developer portal at portal.dev.canopytax.com has everything a firm’s tech team or IT partner needs to get started. Firms on Canopy’s Plus plan can connect their client and contact information. Meanwhile, the Premium plan unlocks the full API. Additionally, Canopy continues to offer ready-made integrations with popular tools like Filed, Juno, Google Calendar, and Zapier.
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News Source: Businesswire.com
