API Reference

Build custom integrations with the CEF Core REST API

Overview

The CEF Core API provides programmatic access to your loans, investor notes, accounting data, and more. Build custom integrations, automate workflows, and connect with third-party tools.

Base URL: https://CEFCore.com/api/v1

Authentication

All API requests require authentication using either Firebase ID tokens or API keys.

Firebase ID Token (Recommended)

Authorization: Bearer <firebase-id-token>

API Key

x-api-key: <your-api-key>

API keys can be generated from Settings > API Keys (Enterprise plan only)

Available Endpoints

Loans API

GET /loansList loans
POST /loansCreate loan
GET /loans/:idGet loan
PUT /loans/:idUpdate loan
POST /loans/:id/paymentPost payment

Investor Notes API

GET /investor-notesList notes
POST /investor-notesCreate note
GET /investor-notes/:idGet note
POST /investor-notes/:id/accrueAccrue interest

General Ledger API

GET /gl/accountsList accounts
POST /gl/journal-entriesCreate entry
GET /gl/balance-sheetBalance sheet
GET /gl/profit-lossP&L statement

Cash API

GET /cash/accountsList accounts
POST /cash/receiptsRecord receipt
POST /cash/disbursementsRecord disbursement
GET /cash/reconcileReconciliation

CRM API

GET /crm/organizationsList orgs
POST /crm/organizationsCreate org
GET /crm/contactsList contacts
POST /crm/contactsCreate contact

Reports API

GET /reportsList reports
POST /reports/generateGenerate report
GET /reports/:idGet report
GET /reports/:id/exportExport report

Rate Limiting

API requests are rate-limited to ensure fair usage and system stability:

  • Standard: 100 requests per minute per API key
  • Professional: 500 requests per minute per API key
  • Enterprise: Custom limits based on your needs

Rate limit headers are included in all responses: X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset

Full API Documentation Coming Soon

We're building comprehensive API documentation with examples, SDKs, and interactive testing. In the meantime, Enterprise customers can request API access and documentation.

Contact SalesView Documentation