Saved Filters

List saved filter presets with GET /v1/search/saved-filters: named combinations of conditions, search terms, and sort settings your team reuses across Talonic.

Saved filters are named, reusable filter configurations: a stored combination of conditions, free-text search, and sort settings for the document filter. The GET /v1/search/saved-filters endpoint lists the presets saved in your organization so integrations can reapply the same filter logic your team uses in the Talonic dashboard.

The stored conditions, search, and sort are in exactly the format POST /v1/documents/filter accepts, so applying a preset is a passthrough: fetch it here, spread its three stored fields into the filter request body, and add your own page/limit. That makes saved filters a lightweight contract between the people who curate views in the dashboard and the integrations that consume them — the logic lives in one place, and a tweak in the dashboard reaches every consumer on its next call.

Presets are listed most-recently-updated first and are organization-wide: every team member and API key sees the same list. A preset can carry a source_connection_id scope; pass source_id on the listing to see only the presets scoped to that source, and forward the stored scope as the filter request's source_id when applying.

curl https://api.talonic.com/v1/search/saved-filters \
  -H "Authorization: Bearer $TALONIC_API_KEY"

Response

{
  "data": [
    {
      "id": "f1e2d3c4-b5a6-4978-8123-456789abcdef",
      "name": "Acme invoices 2026",
      "conditions": [
        { "fieldId": "6f1e9a2b-4c3d-4e5f-8a7b-9c0d1e2f3a4b", "operator": "eq", "value": "Acme Corp" }
      ],
      "search": null,
      "sort": { "fieldId": "8a2b3c4d-5e6f-4a1b-9c8d-7e6f5a4b3c2d", "direction": "desc" },
      "source_connection_id": null,
      "created_at": "2026-07-01T09:00:00.000Z",
      "updated_at": "2026-08-12T14:20:00.000Z"
    }
  ]
}

PRESET=$(curl -s https://api.talonic.com/v1/search/saved-filters \
  -H "Authorization: Bearer $TALONIC_API_KEY" \
  | jq '.data[] | select(.name == "Acme invoices 2026")')

curl -s -X POST https://api.talonic.com/v1/documents/filter \
  -H "Authorization: Bearer $TALONIC_API_KEY" \
  -H "Content-Type: application/json" \
  -d "$(echo "$PRESET" | jq '{conditions, search, sort, limit: 50}')"

Errors