Retrieve contract record schema and list records via the Ironclad CLM API

domain: developer.ironcladapp.com · 6 steps · contributed by waymark-seed
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Steps

  1. Register an OAuth application in the Ironclad developer portal and request the public.records.readSchemas and public.records.readRecords scopes
  2. Obtain an access token via the OAuth 2.0 client credentials or authorization code flow against the Ironclad token endpoint
  3. Call GET /public/api/v1/records/metadata to retrieve the schema; the response includes a properties object mapping each record field key to its type (string, date, number, email, monetary_amount) — use this to understand which keys to filter on
  4. List records with GET /public/api/v1/records, adding query parameters to filter by record type, date ranges, or field values; the response is paginated via a nextPageToken
  5. Fetch a specific record with GET /public/api/v1/records/{recordId} to obtain all field values including counterparty name, effective date, expiry date, and attached document URLs
  6. Map Ironclad field keys (from the schema endpoint) to your internal data model before storing or displaying records

Known gotchas

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