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Getting Started

This guide takes you from zero to your first authenticated request: create a token, set the base URL, and call the API.

Prerequisites

  • Access to a workspace that is eligible for the Public API.
  • Permission to create tokens in that workspace.
  • Basic familiarity with Copera resources — boards, tables, rows, channels, documents.

Step 1 — Create a Personal Access Token

A Personal Access Token (PAT, prefixed cp_pat_) authenticates the API as you and unlocks the full API surface. It is the simplest way to get started.

Open Workspace Settings

Go to Workspace Settings → Integrations.

Open the Personal Tokens tab

Select Personal Tokens, then Create new token.

Name it, scope it, set expiration

Give the token a name, select the scopes it needs, and set an expiration date (up to 1 year).

Copy the token now

The token is shown only once. Copy it immediately and store it in a secret manager or environment variable.

warning

Treat tokens like passwords. Never commit them to source control. If a token leaks, delete it and create a new one.

For the full breakdown of token types and scopes, see Authentication.

Step 2 — Set the base URL

All endpoints live under:

https://api.copera.ai/public/v1

Every request must include your token in the Authorization header using the Bearer scheme:

Authorization: Bearer cp_pat_your_token_here

Step 3 — Make your first request

This lists the boards your token can access.

curl https://api.copera.ai/public/v1/board/list-boards \
-H "Authorization: Bearer cp_pat_your_token_here"

A 200 response returns JSON. A 401 means the token is missing, malformed, or expired — see Authentication. Other failures follow the shared error schema.

Step 4 — Send a message (optional)

If your token has the access_channels scope, you can post to a channel:

curl -X POST \
https://api.copera.ai/public/v1/chat/channel/{channelId}/send-message \
-H "Authorization: Bearer cp_pat_your_token_here" \
-H "Content-Type: application/json" \
-d '{ "message": "Hello from my integration!" }'
tip

Enable Developer Mode to copy resource IDs (channel, board, table, column) straight from the Copera interface — no network inspection needed.

Next steps