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Documentation Index

Fetch the complete documentation index at: https://docs.montereyfinancial.dev/llms.txt

Use this file to discover all available pages before exploring further.

Monterey API powers an enterprise email campaign management platform built on FastAPI. It provides a complete suite of tools for managing workspaces, designing email templates, orchestrating campaigns, and tracking engagement analytics.

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Key capabilities

Multi-tenant workspaces

Isolate resources, users, and campaigns by workspace with role-based access control.

Email templates

Create and manage email templates with merge fields, asset placeholders, and live preview.

Campaign orchestration

Build campaigns with A/B testing, CSV recipient uploads, and automated sending via Celery tasks.

AI-powered editing

Generate and refine email templates using Claude AI through a real-time WebSocket interface.

Analytics

Track campaign performance with time-series data, engagement events, and bounce monitoring.

Webhooks

Ingest engagement events from Campaigner for opens, clicks, and bounces.

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Architecture overview

The API follows a layered architecture: 
Routers (FastAPI endpoints)
    → Services (business logic)
        → Repositories (async database access)
All layers receive an AppContext via FastAPI dependency injection. AppContext holds all connectors for external services including PostgreSQL, Redis, MSSQL, Campaigner, Azure Blob Storage, and Celery.

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Authentication

All endpoints (except GET /auth/me) require:
  • A Bearer token (JWT from Microsoft Entra ID) in the Authorization header
  • A workspace_id header to scope requests to a specific workspace
See the authentication guide for details.