Getting Started

Set up your account and learn the basics.

Overview Create Account Create Workspace Invite Members Connect Freighter

Create and manage your team workspace.

Overview Create Workspace Invite Members Member Roles Workspace Settings

Manage client work, milestones, files, and payments.

Overview Creating Projects Timeline Files Client Portal Settings

Create, send, and track proposals with AI.

Overview AI Generator Edit Proposal Send Proposal Proposal Status Versions

Generate contracts and collect signatures.

Overview Generate Contract Contract Template Signatures Contract Status

Break projects into trackable milestones.

Overview Create Milestone Edit Milestone Approval Flow Release Payment

Secure payments with automated releases.

Overview Fund Escrow Release Funds Partial Release Refund Escrow Security

Track transactions and Stellar payments.

Overview Transaction History Stellar Payments Currency Conversion Failed Payments

Generate invoices and get paid faster.

Overview Create Invoice Invoice Status Payment Tracking Export Invoice

Manage clients and the client portal.

Overview Client Portal Invite Client Shared Files Communication

Connect your Stellar wallet with Freighter.

Overview Install Wallet Connect Wallet Sign Transaction Troubleshooting

Developer resources and API reference.

Overview Authentication Endpoints SDK Webhooks Examples

Encryption, permissions, and best practices.

Overview Encryption Wallet Security Permissions Best Practices

Frequently asked questions.

General Billing Escrow Payments Wallet

Authentication

Secure your API requests.

Authentication

Authenticate your API requests securely.

Authentication Methods

API Key - Simple authentication
OAuth 2.0 - User-delegated access
JWT tokens - Stateless authentication

API Key Authentication

Generate key in settings
Include in request header
Use HTTPS only
Rotate keys regularly

OAuth 2.0 Flow

Register application
Redirect user to authorize
Receive authorization code
Exchange for access token
Use token in requests

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Overview

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Endpoints

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Getting Started

Workspaces

Projects