Skip to main content
Effective is a workspace for insurance teams and their agents to research products, filings, and markets, and keep the source material connected to the work. This documentation explains how to connect to Effective and use the public API. It is not a catalog of all product features.

​
Choose a starting point

  • New to Effective? You need access to an Effective workspace before you can create an API key. If your organization already uses Effective, ask your workspace administrator for access.
  • Ready to connect an application? Follow Quickstart to create a user API key and verify the tenant associated with that key.
  • Using an AI agent? Give the agent the documentation index and the agent guide. Provide the credential through a secure environment or secret store, not in a prompt or transcript.

​
What is available through the public API?

The V2 base URL is https://canary.effectiveai.app/api/v2.
The public V2 API is in preview. It supports current-user identity, carrier and MGA directory reads, Filing discovery and search, extracted forms and rate impact, file inventories, bounded extracted-text reads, and individual file downloads. Preview contracts may change.
Use Choose a research task to find the guide for your question, then follow the linked API reference for its exact contract. The browser workspace, agent tools, and internal APIs are distinct from the public V2 API. Do not assume a feature visible in the workspace has a corresponding public V2 endpoint.

Quickstart

Create an API key and make your first request.

Get current user

Inspect the current-user API contract.