Integrate the Laserfiche API.Caddi writes and runs the integration for you.
Laserfiche has a REST API. Laserfiche customers only: Cloud accounts register apps in the Developer Console, and self-hosted needs Laserfiche API Server 11+ (the SDK is licensed separately).
- 99%of agent runs complete successfully
- ~45 minon average to build your first agent
- 1M+back-office tasks completed
The connection is a project before it does anything.
Before the first record moves: an app registration, credentials, token refresh, and somewhere to host and monitor the code. Cloud: 100 calls/min per account for general APIs, a shared 100/min for import/export, and tighter limits for Table API replace calls.
Register an app, store Laserfiche credentials, refresh tokens and code around the rate limits.
Connect your Laserfiche account once. Caddi holds the connection.
The job doesn't stop at Laserfiche.
An intake, a filing or a client update also runs through email, documents and the other systems your team works in. The Laserfiche API only reaches Laserfiche.
Each extra system is another API, another set of credentials, another integration to own.
One automation runs across every tool the job touches, each through its API.
Someone has to own the code.
API versions change, fields get added and your process moves. Collections and OData APIs are not available for self-hosted deployments.
A developer patches and redeploys the integration each time.
The person who does the work updates it by showing or describing the change. Every automation is reviewed before it runs in production, and every run is logged.
What the Laserfiche API gives you
- Type
- REST (JSON)
- Authentication
- OAuth 2.0 for Cloud (HTTP Basic for OData only); token endpoint with credentials for self-hosted
- Who can get access
- Laserfiche customers only: Cloud accounts register apps in the Developer Console, and self-hosted needs Laserfiche API Server 11+ (the SDK is licensed separately).
- What it covers
- Repositories, documents, folders, metadata/fields, pages, import/export, lookup tables, and collections.
- Limits
- Cloud: 100 calls/min per account for general APIs, a shared 100/min for import/export, and tighter limits for Table API replace calls.
- Worth knowing
- Collections and OData APIs are not available for self-hosted deployments.
Official docs: developer.laserfiche.com. Checked September 2026. Vendors change access terms, so confirm with Laserfiche before you build.
When to build the Laserfiche integration in-house
When you have engineers and the integration is your product, or you need one narrow sync between two systems and someone to own it. When the goal is getting Laserfiche work off someone's desk, the build is the slow part, and Caddi does it for you.
What teams usually want the Laserfiche API for
Model Form Filing
Caddi files and classifies client investment model selection forms in the correct intake folder, reducing manual document filing for advisor teams.
Household Review Report Filing
Caddi generates household review meeting report PDFs and files them with the correct metadata, reducing manual report prep and archiving for advisor teams.
Signed Model Form Archiving
Caddi collects signed model selection forms and archives the final PDFs with the right metadata, reducing manual follow-up and filing for advisor teams.
Financial Report Archiving
Caddi generates client financial report PDFs and archives them with the correct template and metadata, reducing manual report handling for financial planning teams.
Everything Caddi does with Laserfiche.
Laserfiche API questions
Does Laserfiche have an API?
Yes. Laserfiche has a REST API, authenticated with OAuth 2.0 for Cloud (HTTP Basic for OData only); token endpoint with credentials for self-hosted. The official documentation is at https://developer.laserfiche.com/.
How do I get access to the Laserfiche API?
Laserfiche customers only: Cloud accounts register apps in the Developer Console, and self-hosted needs Laserfiche API Server 11+ (the SDK is licensed separately).
Does the Laserfiche API have rate limits?
Cloud: 100 calls/min per account for general APIs, a shared 100/min for import/export, and tighter limits for Table API replace calls.
Can I connect Laserfiche to my other tools without writing code against its API?
Yes. With Caddi you show the Laserfiche task once, the way you'd train a new hire, and Caddi builds it as verified code that runs across Laserfiche and the other tools the job touches. Steps that need a person's judgment are handed to Copilot or Claude, and Caddi monitors those too.
Do I need a developer to automate Laserfiche with Caddi?
No. There is no integration code for you to write or maintain. Every automation Caddi builds for Laserfiche is reviewed before it runs in production, and every run is logged.