# Docupace API: access, auth, sandbox and MCP (checked Oct 2026)

> 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.

- Vendor: Docupace Technologies (Docupace Technologies)
- Website: https://www.docupace.com/
- Category: Compliance and archiving (core)
- API access: Partner-gated
- Last checked: 2026-10-17
- Id: `docupace` · JSON: https://wealthtech.dev/products/docupace.json

## Developer surface

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| API access | Partner-gated | Checked on the source's own page. [www.docupace.com](https://www.docupace.com/api-integrations/) "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." | 2026-10-17 |
| Developer docs | https://www.docupace.com/developer-resources/ | Checked on the source's own page. [www.docupace.com](https://www.docupace.com/developer-resources/) "Welcome to our developer portal, the ultimate destination for developers looking to integrate their applications with our platform." | 2026-10-17 |
| API style | REST | Checked on the source's own page. [www.docupace.com](https://www.docupace.com/platform-overview/) "Open REST APIs and embeddable widgets" | 2026-10-17 |
| Authentication | Not found | Not found. 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. 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. | 2026-10-17 |
| How to get access | Sign a 3rd Party Access Agreement and Terms and Conditions; contact your Docupace Support Manager or Customer Success Manager. | Checked on the source's own page. [www.docupace.com](https://www.docupace.com/api-integrations/) "Please contact your Docupace Support Manager or Customer Success Manager with any questions." | 2026-10-17 |
| Sandbox | Yes, self-serve | Checked on the source's own page. [docupace-qa-devportal.us.auth0.com](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) "Use sample data to test and validate" | 2026-10-17 |
| Rate limits | Couldn't read automatically | Couldn't read automatically. 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. 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. | 2026-10-17 |
| Webhooks | Couldn't read automatically | Couldn't read automatically. 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. 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. | 2026-10-17 |
| SDKs | Couldn't read automatically | Couldn't read automatically. 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. 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. | 2026-10-17 |
| OpenAPI spec | Couldn't read automatically | Couldn't read automatically. 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. 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. | 2026-10-17 |
| Partner program | https://www.docupace.com/api-integrations/ | Checked on the source's own page. [www.docupace.com](https://www.docupace.com/api-integrations/) "Our APIs allow entities to upload documents for books and records storage or for insertion into a Docupace workflow process." | 2026-10-17 |
| Public integration list | https://www.docupace.com/integrations/ | Checked on the source's own page. [www.docupace.com](https://www.docupace.com/integrations/) "Docupace, PreciseFP, and Hubly connect with dozens of the tools your firm already relies on." | 2026-10-17 |
| Ways to connect | Native API | Checked on the source's own page. [www.docupace.com](https://www.docupace.com/platform-overview/) "Open REST APIs and embeddable widgets" | 2026-10-17 |

## MCP servers and AI connectors

None recorded on public pages we checked.

## What the docs don't say

- 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.

## Changes

No changes recorded since this record was first published.
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Source: https://wealthtech.dev/products/docupace · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it.