Resources

Training documents

Learn the six parts in an afternoon.

Records, Work, Assets, Comms, Money and Tools. Each lesson takes a few minutes and ends with one thing to do in your own workplace.

1. Your workplace and the six parts
2. Records: add a person, a company, a label
3. Work: a task, a project, a due date
4. Assets: upload a document, set who can open it
5. Comms: send a message, schedule a post
6. Money: send an invoice, see what was paid
7. Tools: connect a service, ask Monocle AI

Monocle AI asks you before it changes anything.

Developer documents

Build on Monocle Prism.

An API, webhooks, an MCP server and extensions, documented in one place.

• Getting started

  Make your first authenticated request with an account, a workplace and a key.

• AuthenticationPreview

  Bearer authentication on every request, with keys scoped to a workplace.

• WebhooksPreview

  Signed events sent to your own endpoint, so you can trust where they came from.

• MCPPreview

  Connect AI agents to your workplace with the same keys and the same access rules.

• ExtensionsPreview

  Build a browser or workplace extension that works with your workplace's data.

• Build on your workplacePreview

  Connect your workplace and Monocle AI to the tools you already use.

• Trust and security

  How workplace data is protected, and how to report a vulnerability.

All developer documents

Integrations and connections

Connect the services you already use.

Your keys are stored encrypted, and you choose what each connection can see.