For AI agents: visit https://ct-oi-api.readme.io/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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Getting Started

  • CharityTracker and Oasis Insight API Documentation
    • 🔍Phone Number Filtering Reference
    • 🛠️How-To Tutorials
      • First Steps
      • Exploring Your Network API with Postman
      • API Limitations
      • How do I create a Case?
      • How do I add Details to a Case?
      • How do I create a Demographic record?
      • How do I add Assistance records to a case?
      • How do I add phone numbers to a case?
      • How do I set the "Total Living in Household" field?
      • How do I set the "County" for a case?
      • How do I get a Case by name, date of birth, etc?
      • How do I get a Case by a phone number?
      • How do I get all Cases entered after a certain date?
      • How do I get all Assistance records entered after a certain date?
      • How do I get the old hyperlink URIs for record references?
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  1. Getting Started

CharityTracker and Oasis Insight API Documentation

Current Version: Beta 1.2

API Reference

Explore the reference documentation for all available API endpoints

How-To Tutorials

Learn how to access datasets and perform common ETL operations


Recent Releases

v1.2 Updates

API Beta Release - Version 1.2


The Basics

First Steps

Where to begin, how to get a token, and how to connect

Connecting

Exploring your network with Postman

API Limitations

What to keep in mind as you work with your data


    • Recent Releases
    • The Basics