Documentation Index
Fetch the complete documentation index at: https://docs.concretehq.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
The Concrete API provides programmatic access to view and create select data in Concrete. The API is primarily intended to faciliate data pipline automations.Base URL
Primary Use Cases
Portfolio Company Sync: Continuously sync your fund’s portfolio companies from external sources like your CRM, fund administration platform, or internal databases. Manage fund membership and portfolio status (active, exited, dissolved) over time.
Meeting Logging: Upload meeting transcripts, notes, and metadata from your transcription service or meeting platform to integrate with Concrete’s portfolio intelligence.
Notes: Create, read, update, and delete notes attached to a company or a person — useful for piping in commentary from your CRM, IC memos, or other internal systems.
Resources
- Authentication —
GET /meto confirm the authenticated member. - Companies — list, create, read, update, and delete portfolio companies.
- Funds — list funds, manage company membership, and update per-fund portfolio status.
- Meetings — import meetings from external recorders and note-taking apps.
- Notes — manage notes attached to companies and people.
- Connections — list workspace data connections.
API Reference
Interactive API Reference
Try out API endpoints with our interactive OpenAPI playground
OpenAPI Specification
Download the complete OpenAPI specification file

