Configuration
v2 adds
lookup-by-custom-field and a global-update endpoint for the master list. See Versioning.Attributes
Relationships
- Contacts: one-to-many. Every Contact whose
company_idpoints at this company. A contact belongs to at most one company. - Opportunities: one-to-many. Deals synced from Close CRM or HubSpot against this company. See Opportunities.
Filtering by Contacts
Companies can be filtered not just by their own fields, but by properties of the contacts at that company: for example, every company with at least one contact in a given status, or excluding companies whose only contacts are marked Do Not Contact. This lets you narrow the company list to accounts where the right kind of contact actually exists. See Companies and thequery_entity MCP tool’s relation filters for how to express this.
Related Endpoints and MCP Tools
MCP tools:
search_companies, get_company, update_company (see MCP Tools). For filtering beyond an exact domain or name match, use query_entity with entity: "company".
