openapi-scalar

name	openapi-scalar
description	Use when setting up OpenAPI spec generation or Scalar API documentation UI.
metadata	{"category":"api","agent":"api-designer"}
when_to_use	When configuring OpenAPI spec generation or Scalar API documentation UI

OpenAPI & Scalar API Documentation

Core Principles

• Use native Microsoft.AspNetCore.OpenApi (.NET 9+) instead of Swashbuckle
• Configure document transformers for metadata, security schemes, and customization
• Use Scalar as the modern API documentation UI replacement for Swagger UI
• Add OpenAPI metadata to every endpoint for accurate documentation
• Protect documentation endpoints in production

Patterns

Native OpenAPI Setup (.NET 9+)

// Program.cs
builder.Services.AddOpenApi("v1", options =>
{
    options.AddDocumentTransformer((document, context, ct) =>
    {
        document.Info = new OpenApiInfo
        {
            Title = "{Domain} API",
            Version = "v1",
            Description = "API for {Company} {Domain} management"
        };
        return Task.CompletedTask;
    });

    // Add JWT security scheme
    options.AddDocumentTransformer<BearerSecuritySchemeTransformer>();
});

Bearer Security Scheme Transformer

internal sealed class BearerSecuritySchemeTransformer(
    IAuthenticationSchemeProvider schemeProvider)
    : IOpenApiDocumentTransformer
{
    public async Task TransformAsync(
        OpenApiDocument document,
        OpenApiDocumentTransformerContext context,
        CancellationToken ct)
    {
        var schemes = await schemeProvider.GetAllSchemesAsync();
        if (schemes.Any(s =>
            s.Name == JwtBearerDefaults.AuthenticationScheme))
        {
            document.Components ??= new OpenApiComponents();
            document.Components.SecuritySchemes["Bearer"] =
                new OpenApiSecurityScheme
                {
                    Type = SecuritySchemeType.Http,
                    Scheme = "bearer",
                    BearerFormat = "JWT",
                    Description = "Enter JWT token"
                };
        }
    }
}

Scalar UI Configuration

// Install: Scalar.AspNetCore

// Development setup
if (app.Environment.IsDevelopment())
{
    app.MapOpenApi();
    app.MapScalarApiReference(options =>
    {
        options
            .WithTitle("{Domain} API")
            .WithTheme(ScalarTheme.BluePlanet)
            .WithDefaultHttpClient(
                ScalarTarget.CSharp, ScalarClient.HttpClient)
            .WithPreferredScheme("Bearer")
            .WithHttpBearerAuthentication(bearer =>
            {
                bearer.Token = "your-dev-token-here";
            });
    });
}

// Production with auth protection
if (!app.Environment.IsDevelopment())
{
    app.MapOpenApi()
        .RequireAuthorization("ApiDocAccess");
    app.MapScalarApiReference()
        .RequireAuthorization("ApiDocAccess");
}

Versioned API Documents

// Register multiple OpenAPI documents
builder.Services.AddOpenApi("v1", options =>
{
    options.AddDocumentTransformer((doc, _, _) =>
    {
        doc.Info.Title = "{Domain} API v1";
        doc.Info.Version = "1.0";
        return Task.CompletedTask;
    });
});

builder.Services.AddOpenApi("v2", options =>
{
    options.AddDocumentTransformer((doc, _, _) =>
    {
        doc.Info.Title = "{Domain} API v2";
        doc.Info.Version = "2.0";
        return Task.CompletedTask;
    });
});

// Map both documents
app.MapOpenApi(); // serves /openapi/v1.json and /openapi/v2.json

Endpoint Metadata

// Minimal API metadata
app.MapGet("/orders/{id}", GetOrder)
    .WithSummary("Get order by ID")
    .WithDescription("Returns full order details including line items")
    .Produces<OrderResponse>(StatusCodes.Status200OK)
    .Produces(StatusCodes.Status404NotFound)
    .WithTags("Orders");

// Controller metadata
[HttpGet("{id:guid}")]
[EndpointSummary("Get order by ID")]
[EndpointDescription("Returns full order details")]
[ProducesResponseType(typeof(OrderResponse), StatusCodes.Status200OK)]
[ProducesResponseType(StatusCodes.Status404NotFound)]
public async Task<ActionResult<OrderResponse>> GetOrder(Guid id) { }

Build-Time Document Generation

<!-- Generate OpenAPI spec at build time for CI -->
<PackageReference Include="Microsoft.Extensions.ApiDescription.Server" />

# Generate OpenAPI document at build time
dotnet build
# Output: obj/ApiDescription/v1.json

Anti-Patterns

• Using Swashbuckle with .NET 9+ (use native OpenAPI instead)
• Missing security scheme documentation
• No endpoint summaries or descriptions
• Exposing API docs without auth in production
• Hardcoding server URLs in OpenAPI document

Detect Existing Patterns

1. Search for AddOpenApi in Program.cs (native .NET 9+)
2. Search for AddSwaggerGen (Swashbuckle — legacy, migration candidate)
3. Check for Scalar.AspNetCore package in .csproj
4. Look for MapScalarApiReference or MapSwagger calls
5. Check for Microsoft.AspNetCore.OpenApi package reference

Adding to Existing Project

1. Replace Swashbuckle with Microsoft.AspNetCore.OpenApi (if on .NET 9+)
2. Add Scalar — dotnet add package Scalar.AspNetCore
3. Configure OpenAPI with document transformers for metadata
4. Add security scheme transformer for JWT/API key
5. Add metadata to all endpoints (WithSummary, WithTags)
6. Protect docs in production with authorization

Migration from Swashbuckle

// BEFORE (Swashbuckle)
builder.Services.AddSwaggerGen(c =>
{
    c.SwaggerDoc("v1", new OpenApiInfo { Title = "My API" });
});
app.UseSwagger();
app.UseSwaggerUI();

// AFTER (Native OpenAPI + Scalar)
builder.Services.AddOpenApi("v1", options =>
{
    options.AddDocumentTransformer((doc, _, _) =>
    {
        doc.Info.Title = "My API";
        return Task.CompletedTask;
    });
});
app.MapOpenApi();
app.MapScalarApiReference();

References

• https://learn.microsoft.com/en-us/aspnet/core/fundamentals/openapi/overview
• https://github.com/scalar/scalar/tree/main/integrations/aspnetcore