Plans from $99/month. True revenue, positions, and 27 fraud signals included.
One API for statements, applications and offers
Submit documents, create complete applications from your lead sources, read account data built from PDFs, and get signed webhooks.
# Submit a statement curl -X POST https://app.clearstaq.com/api/v1/analyses \ -H "Authorization: Bearer cg_live_..." \ -F "[email protected]" \ -F "document_kind=bank_statement" \ -F "callback_url=https://you.com/hooks" # Delivered to your callback_url { "event": "analysis.completed", "result": { "true_revenue": 84250.12 } }
Quickstart
First result in three steps
Create a key
In Settings, Integrations. Name it after its lead source and give it only the scopes it needs.
Submit a document
POST a PDF with its document kind. You get 202 and an id right away.
Verify the webhook
Check the HMAC-SHA256 signature on the raw body, then respond with any 2xx.
What you can build
Analyses
Bank statements, tax returns and application forms.
Client profiles
Many statements, one aggregated profile, with a reason for any that failed.
Open-banking data
Institutions, accounts and transactions in a Plaid-style shape, from PDFs.
Applications
Business, owners, answers, documents and signature invites.
Businesses
EIN dedupe, numbered submissions, owners with ownership %.
Webhooks
Signed events, retried on failure.
Endpoints
The main endpoints
| Endpoint | Scope | What it does |
|---|---|---|
| POST /api/v1/analyses | analyses:write | Submit a statement, tax return or application form |
| GET /api/v1/analyses/{id} | analyses:read | Poll a result |
| POST /api/v1/clients | analyses:write | Submit 1 to 25 statements for one profile |
| GET /api/v1/clients/{id}/open-banking | analyses:read | Accounts, transactions and rollups in one response |
| POST /api/v1/businesses | analyses:write | Create a business and its first submission |
| POST /api/v1/applications | applications:write | Create a complete application from a lead source |
| POST /api/v1/partner-responses | partner_responses:write | Answer a broker's send with offers or a decline |
| POST /api/v1/webhooks | analyses:write | Subscribe an endpoint to events |
Applications API
Turn any lead source into a complete application
Your website form or a referral partner creates the business, owners and answers in one call. Send an Idempotency-Key and retries never duplicate.
- ✓SSNs encrypted and never returned
- ✓A missing list tells you what's still needed
- ✓Signature invites emailed to the owners
# 201 Created
{ "id": "9f2c…",
"status": "open",
"source_name": "Website form",
"missing": ["bank_statements", "signatures"] }Webhooks
Events you can subscribe to
Signed with HMAC-SHA256 in X-ClearStaq-Signature. Failed deliveries are retried automatically.
One key per lead source. Its name shows as the application's source.
Per key, with RateLimit headers on every response.
12 months' notice before any breaking change.
FAQ
Developer questions
Which plans include API access?
Every plan, together with webhooks, MCP and unlimited users.
Is there an OpenAPI spec?
Yes, as JSON and YAML, ready for Postman, Insomnia or an SDK generator.
Is there an official SDK?
Not yet. The API is small, and the OpenAPI spec generates a client in any language.
Can AI agents use ClearStaq?
Yes. ClearStaq has an MCP server, and an /llms.txt index for agents.