{
  "page": "https://wealthtech.dev/products/docupace",
  "title": "Docupace API: access, auth, sandbox and MCP (checked Oct 2026)",
  "description": "Docupace offers REST APIs for uploading documents into its books-and-records storage or workflows. Credentials require a signed 3rd Party Access Agreement, and the developer portal documentation sits behind a login.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/docupace",
    "title": "Docupace API: access, auth, sandbox and MCP (checked Oct 2026)",
    "lastChecked": "2026-10-17",
    "id": "docupace",
    "name": "Docupace",
    "vendor": "Docupace Technologies",
    "website": "https://www.docupace.com/",
    "category": "compliance",
    "tier": "core",
    "company": "docupace",
    "listed": true,
    "access": {
      "value": "partner-gated",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.docupace.com/api-integrations/",
      "evidence": "If you are a current Docupace client or a 3rd party integration partner of a Docupace client you will need to sign a 3rd Party Access Agreement and Terms and Conditions in order to obtain appropriate credentials to connect.",
      "capture": "evidence/docupace/www-docupace-com-api-integrations.txt",
      "note": "The developer portal also offers a free-account sign-up (see sandbox); documentation sits behind the portal login. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read."
    },
    "docsUrl": {
      "value": "https://www.docupace.com/developer-resources/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.docupace.com/developer-resources/",
      "evidence": "Welcome to our developer portal, the ultimate destination for developers looking to integrate their applications with our platform.",
      "capture": "evidence/docupace/www-docupace-com-developer-resources.txt",
      "note": "The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read."
    },
    "style": {
      "value": [
        "rest"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.docupace.com/platform-overview/",
      "evidence": "Open REST APIs and embeddable widgets",
      "capture": "evidence/docupace/www-docupace-com-platform-overview.txt",
      "note": null
    },
    "auth": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Auth method not stated on public pages. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read."
    },
    "howToGetAccess": {
      "value": "Sign a 3rd Party Access Agreement and Terms and Conditions; contact your Docupace Support Manager or Customer Success Manager.",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.docupace.com/api-integrations/",
      "evidence": "Please contact your Docupace Support Manager or Customer Success Manager with any questions.",
      "capture": "evidence/docupace/www-docupace-com-api-integrations.txt",
      "note": null
    },
    "sandbox": {
      "value": "yes-self-serve",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://docupace-qa-devportal.us.auth0.com/login?state=hKFo2SBadTdra1dneVVnSUViYXoxc3hZb1BEdXJoRGcyUzFvUKFupWxvZ2luo3RpZNkgb1VMR3NFNnR2bWVDTVNCNnNrbDRvUDVtRDlhNTlDQUajY2lk2SBVaEdHNndldFRNVXNNTkFDT0JJY1Zncng1S2FsZ1BTTg&client=UhGG6wetTMUsMNACOBIcVgrx5KalgPSN&protocol=oauth2&scope=openid%20profile%20email&response_type=code&redirect_uri=https%3A%2F%2Fdeveloper-portal.qa.dpai.tech%2Fapi%2Fauth%2Fcallback&nonce=FQbjXMJ87PcBcsJt39FO5YOe90YDiszKjCnYnO_S1wg&code_challenge=tQC9UD7zZbsd83Q3XfhXmU1S7uoOfbz7oG8J77aiwAw&code_challenge_method=S256",
      "evidence": "Use sample data to test and validate",
      "capture": "evidence/docupace/docupace-qa-devportal-us-auth0-com-login-state-hkfo2sbadtdra1dnevvnsuviyxoxc3hzb-0f72c927.txt",
      "note": "From the developer portal login page, which lists what a free account provides: API access, sample data, and data from up to 100 real financial accounts. The page is on a developer-portal host with 'qa' in its name; no account was created."
    },
    "rateLimits": {
      "value": null,
      "state": "unreadable",
      "checked": "2026-10-17",
      "note": "Not found on public pages. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read."
    },
    "webhooks": {
      "value": null,
      "state": "unreadable",
      "checked": "2026-10-17",
      "note": "Not found on public pages. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read."
    },
    "sdks": {
      "value": [],
      "state": "unreadable",
      "checked": "2026-10-17",
      "note": "Not found on public pages. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read."
    },
    "openapi": {
      "value": "in-gated-portal",
      "state": "unreadable",
      "checked": "2026-10-17",
      "note": "API reference is inside the login-gated developer portal; whether an OpenAPI spec is offered was not checked. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read."
    },
    "partnerProgram": {
      "value": "https://www.docupace.com/api-integrations/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.docupace.com/api-integrations/",
      "evidence": "Our APIs allow entities to upload documents for books and records storage or for insertion into a Docupace workflow process.",
      "capture": "evidence/docupace/www-docupace-com-api-integrations.txt",
      "note": "Third-party access runs through the 3rd Party Access Agreement; the site also has an Integration Partners page (not captured)."
    },
    "publicIntegrationList": {
      "value": "https://www.docupace.com/integrations/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.docupace.com/integrations/",
      "evidence": "Docupace, PreciseFP, and Hubly connect with dozens of the tools your firm already relies on.",
      "capture": "evidence/docupace/www-docupace-com-integrations.txt",
      "note": "The library lists integrations per product (Docupace Next, PreciseFP, Hubly), such as Charles Schwab, DocuSign and Envestnet."
    },
    "connectionMechanisms": {
      "value": [
        "native-api"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.docupace.com/platform-overview/",
      "evidence": "Open REST APIs and embeddable widgets",
      "capture": "evidence/docupace/www-docupace-com-platform-overview.txt",
      "note": null
    },
    "mcp": [],
    "whatDocsDontSay": [
      "The public pages say the APIs upload documents for books and records storage or into a Docupace workflow; they do not list endpoints.",
      "The public site calls the APIs 'open REST APIs' while the API integrations page requires a signed 3rd Party Access Agreement for credentials.",
      "Authentication, rate limits, webhooks and any OpenAPI spec are inside the login-gated developer portal."
    ],
    "changelog": [],
    "summary": "Docupace offers REST APIs for uploading documents into its books-and-records storage or workflows. Credentials require a signed 3rd Party Access Agreement, and the developer portal documentation sits behind a login.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}