Assembly API

Name: Assembly API API
Brand: Assembly API
Availability: InStock

★ Only Publicly Available OpenAPI DocumentProductivityCollaborationapiKey34 EndpointsREST

For Agents

Manage client portals — clients, companies, tasks, files, and billing — across 34 Assembly collaboration endpoints.

Quickstart

Get started with Assembly API in minutes using your preferred integration method.

# Add to your MCP client config (Claude Desktop, Cursor, Windsurf)
{
  "jentic": {
    "url": "https://api.jentic.com/mcp",
    "auth": "oauth"
  }
}

# Then ask your agent:
"create a new client in Assembly"

# → Jentic returns the GET /events tool with parameter schema, agent executes.

Capabilities

What an agent can do with Assembly API API.

Create, update, and delete client records in a workspace

Manage company records linked to multiple clients

List internal team members and their roles

Create, list, and update tasks tied to clients or projects

Upload and list files shared with specific clients

GET STARTED

Start building with Assembly API API

Explore with Jentic

View OpenAPI Document

Jentic publishes the only available OpenAPI document for Assembly API, keeping it validated and agent-ready.

Jentic publishes the only available OpenAPI specification for Assembly API, keeping it validated and agent-ready. Assembly is a client portal and collaboration platform that lets professional services firms work with clients, share files, manage tasks, and handle billing in one place. The API exposes 34 endpoints across clients, companies, files, tasks, billing, workspaces, internal users, and notes. Authentication is via an X-API-KEY header and all calls are scoped to a workspace.

Use Cases

Patterns agents use Assembly API API for, with concrete tasks.

★ Client Onboarding Automation

Convert a new sales-qualified deal into a fully provisioned Assembly client. POST /clients creates the client, POST /companies links the company record, and POST /notes attaches onboarding notes. Suitable for agencies, accountants, and consultancies bringing on multiple clients per week.

Create a new Assembly client for 'Acme Ltd', link the company record, and add an onboarding note with the kickoff date

Task and Deliverable Tracking

Pull tasks via GET /tasks-style operations to surface overdue or unassigned client work. Agents can post status updates by creating notes via POST /notes and reassign work where needed. Useful for keeping multiple client engagements coordinated without manual status meetings.

List all tasks for client 'cli_42', filter to those overdue more than 3 days, and create a note summarising the blockers

Billing and File Reconciliation

Use the Billing endpoints to pull invoices and the Files endpoints to confirm contract or work-product delivery. Agents can match billing records to delivered files for QA before invoices are sent, reducing back-office friction. Suitable for fixed-fee engagements where deliverable-to-invoice mapping matters.

List billing records for client 'cli_42' and match each invoice to the delivered files in the same period

AI Agent for Client Operations

An agent integrated through Jentic can monitor client portals, summarise activity, and surface overdue tasks across many engagements at once — without holding the Assembly API key. Jentic stores the X-API-KEY in its vault and the agent uses Jentic's intent search to navigate the 34 endpoints by purpose.

Through Jentic, scan all clients with overdue tasks, generate a per-client status note, and post each note via POST /notes

Key Endpoints

34 endpoints — jentic publishes the only available openapi specification for assembly api, keeping it validated and agent-ready.

METHOD

PATH

DESCRIPTION

GET

/clients

List all clients

POST

/clients

Create a new client

PATCH

/clients/{id}

Update client information

GET

/companies

List all companies

POST

/companies

Create a new company

GET

/internal-users

List internal users

POST

/notes

Create a note

GET

/notes

List notes

GET

/clients

List all clients

POST

/clients

Create a new client

PATCH

/clients/{id}

Update client information

GET

/companies

List all companies

POST

/companies

Create a new company

GET

/internal-users

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Assembly API keys are stored encrypted in the Jentic vault. Agents receive scoped execution access — the X-API-KEY header is injected at execution time and the raw key never enters prompts, logs, or agent memory.

Intent-based discovery

Agents search Jentic by intent (e.g. 'create an Assembly client') and Jentic returns the matching operation from the 34 available, so the agent does not need to learn the workspace-scoped routing in advance.

Time to first call

Direct Assembly integration: 1-2 days to wire X-API-KEY auth and the clients/tasks/billing flow. Through Jentic: under 1 hour — search, load, execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

monday.com

monday.com is a general-purpose work-management platform; Assembly is purpose-built as a client portal for professional services.

Choose monday.com for internal team workflows; pick Assembly when the workflow is client-facing collaboration with billing attached.

Alternative

ClickUp

ClickUp covers tasks, docs, and time tracking; Assembly focuses on the client-portal experience.

Use ClickUp for broader project and ops management; choose Assembly when client-facing portal experience is the requirement.

Complementary

HubSpot

HubSpot manages the sales pipeline that hands off to Assembly's client portal once the deal closes.

Pair with Assembly when a HubSpot deal closes and the new customer needs an onboarded client portal automatically.

FAQs

Specific to using Assembly API API through Jentic.

Why is there no official OpenAPI spec for Assembly API?

Assembly does not publish an OpenAPI specification. Jentic generates and maintains this spec so that AI agents and developers can call Assembly API via structured tooling. It is validated against the live API and kept up to date. Get started at https://app.jentic.com/sign-up.

What authentication does the Assembly API use?

The API uses an API key passed in the X-API-KEY header. Jentic stores the key in its credential vault and injects it as the X-API-KEY header at execution time so it never enters the agent's context.

Can I create a new client through the Assembly API?

Yes. POST /clients accepts the client details and returns the new client ID. Use PATCH /clients/{id} to update contact information later, and DELETE /clients/{id} to remove a client. Companies can be linked separately via POST /companies.

What are the rate limits for the Assembly API?

The OpenAPI specification does not document explicit rate limits. Implement exponential backoff on HTTP 429 responses and avoid polling /clients or /companies in tight loops — cache results where possible since these records change infrequently.

How do I list overdue tasks through Jentic?

Search Jentic for 'list Assembly tasks' — the matching task-list operation will be returned. Load the operation schema, supply the client filter, and execute. Filter the response in the agent for tasks whose due_date is in the past.

Can I attach notes to a client record?

Yes. POST /notes creates a note tied to a client or workspace, and GET /notes lists existing notes. Notes are useful for logging onboarding milestones, status updates, and call summaries against the client record.