{
  "page": "https://wealthtech.dev/products/smarsh",
  "title": "Smarsh API: access, auth, sandbox and MCP (checked Oct 2026)",
  "description": "Smarsh publishes an overview of its V3 REST APIs for communications capture, search, export and supervision, but access is limited to customers and approved partners. Authentication is OAuth 2.0 client credentials provisioned through a Smarsh representative, and the detailed documentation sits behind a login.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/smarsh",
    "title": "Smarsh API: access, auth, sandbox and MCP (checked Oct 2026)",
    "lastChecked": "2026-10-17",
    "id": "smarsh",
    "name": "Smarsh",
    "vendor": "Smarsh",
    "website": "https://www.smarsh.com/",
    "category": "compliance",
    "tier": "core",
    "company": "smarsh",
    "listed": true,
    "access": {
      "value": "partner-gated",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.smarsh.com/platform/developers/",
      "evidence": "API access is available to Smarsh customers and approved partners.",
      "capture": "evidence/smarsh/www-smarsh-com-platform-developers.txt",
      "note": "Credentials are provisioned by a Smarsh representative."
    },
    "docsUrl": {
      "value": "https://www.smarsh.com/platform/developers/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.smarsh.com/platform/developers/",
      "evidence": "Connect Your AI Workflows With Smarsh APIs",
      "capture": "evidence/smarsh/www-smarsh-com-platform-developers.txt",
      "note": "Developer portal overview page is public and lists the V3 APIs. Detailed API documentation at https://docs.smarsh.com/apidocs/v3-apis-1 and /apidocs/data-management-search redirects to a Smarsh Employee/Customer login page, so it was not read."
    },
    "style": {
      "value": [
        "rest"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.smarsh.com/platform/developers/",
      "evidence": "All V3 APIs follow RESTful conventions and use OAuth 2.0 Client Credentials with short-lived JWT bearer tokens.",
      "capture": "evidence/smarsh/www-smarsh-com-platform-developers.txt",
      "note": null
    },
    "auth": {
      "value": [
        "oauth2-client-credentials"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.smarsh.com/platform/developers/",
      "evidence": "Smarsh APIs use OAuth 2.0 Client Credentials to provide secure, service-to-service access without individual user sign-ins.",
      "capture": "evidence/smarsh/www-smarsh-com-platform-developers.txt",
      "note": null
    },
    "howToGetAccess": {
      "value": "Contact your Smarsh representative to have OAuth 2.0 client credentials provisioned for your organization.",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.smarsh.com/platform/developers/",
      "evidence": "Contact your Smarsh representative to have OAuth 2.0 client credentials provisioned for your organization.",
      "capture": "evidence/smarsh/www-smarsh-com-platform-developers.txt",
      "note": null
    },
    "sandbox": {
      "value": "unknown",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The developer page says 'test the available endpoints' but names no sandbox or test environment. Detailed API documentation at https://docs.smarsh.com/apidocs/v3-apis-1 and /apidocs/data-management-search redirects to a Smarsh Employee/Customer login page, so it was not read."
    },
    "rateLimits": {
      "value": null,
      "state": "unreadable",
      "checked": "2026-10-17",
      "note": "Not stated on the public developer page. Detailed API documentation at https://docs.smarsh.com/apidocs/v3-apis-1 and /apidocs/data-management-search redirects to a Smarsh Employee/Customer login page, so it was not read."
    },
    "webhooks": {
      "value": null,
      "state": "unreadable",
      "checked": "2026-10-17",
      "note": "Not stated on the public developer page. Detailed API documentation at https://docs.smarsh.com/apidocs/v3-apis-1 and /apidocs/data-management-search redirects to a Smarsh Employee/Customer login page, so it was not read."
    },
    "sdks": {
      "value": [],
      "state": "unreadable",
      "checked": "2026-10-17",
      "note": "No SDKs named on the public developer page. Detailed API documentation at https://docs.smarsh.com/apidocs/v3-apis-1 and /apidocs/data-management-search redirects to a Smarsh Employee/Customer login page, so it was not read."
    },
    "openapi": {
      "value": "in-gated-portal",
      "state": "unreadable",
      "checked": "2026-10-17",
      "note": "Not linked from the public developer page; the documentation site requires a login (redirect to identity.document360.io). Whether a spec exists behind the login was not checked."
    },
    "partnerProgram": {
      "value": "https://www.smarsh.com/partners",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.smarsh.com/partners",
      "evidence": "Join the Smarsh Partner Program now or sign in to your account on the partner portal.",
      "capture": "evidence/smarsh/www-smarsh-com-partners.txt",
      "note": null
    },
    "publicIntegrationList": {
      "value": "https://www.smarsh.com/partners",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.smarsh.com/partners",
      "evidence": "View our partner directory to find one of the referral, reseller, alliance, technology, or consulting partners in our partner ecosystem.",
      "capture": "evidence/smarsh/www-smarsh-com-partners.txt",
      "note": "A partner directory is referenced on the partners page; the directory itself was not captured."
    },
    "connectionMechanisms": {
      "value": [
        "native-api"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.smarsh.com/platform/developers/",
      "evidence": "Capture, search, export, and retrieve communications data programmatically with metadata and chain-of-custody support.",
      "capture": "evidence/smarsh/www-smarsh-com-platform-developers.txt",
      "note": null
    },
    "mcp": [],
    "whatDocsDontSay": [
      "The public developer page lists the V3 API families (Data Acquisition, Search, Export, Data Retrieval, Participant, Reconciliation, Audit Log, Case, Surveillance, Analytics, Ingestion) but not their endpoints, rate limits, webhooks or sandbox.",
      "The documentation links on the developer page lead to a login, so no endpoint detail is public."
    ],
    "changelog": [],
    "summary": "Smarsh publishes an overview of its V3 REST APIs for communications capture, search, export and supervision, but access is limited to customers and approved partners. Authentication is OAuth 2.0 client credentials provisioned through a Smarsh representative, and the detailed documentation sits behind a login.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}