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Accounts API

24 endpoints. All requests need an Authorization header — see Authentication. API keys additionally need the matching scope.

Method Path Description
GET /api/accounts/ List Accounts Query: search, industry, health, territory, sort_by, sort_dir.
POST /api/accounts/ Create Account Accepts a JSON body.
GET /api/accounts/book Get Book Of Business Query: segment, rag.
POST /api/accounts/bulk Bulk Account Action Accepts a JSON body.
GET /api/accounts/industries Get Industries
GET /api/accounts/kpis Get Account Kpis
GET /api/accounts/recommendations List Recommendations Query: status.
POST /api/accounts/recommendations/sweep Sweep Recommendations
POST /api/accounts/recommendations/{rec_id}/approve Approve Recommendation
POST /api/accounts/recommendations/{rec_id}/reject Reject Recommendation Route
GET /api/accounts/{account_id} Get Account
PATCH /api/accounts/{account_id} Update Account Accepts a JSON body.
DELETE /api/accounts/{account_id} Delete Account
POST /api/accounts/{account_id}/ai-manage Set Account Ai Managed Accepts a JSON body.
POST /api/accounts/{account_id}/ai-mode Set Account Ai Mode Accepts a JSON body.
GET /api/accounts/{account_id}/command-center Account Command Center
GET /api/accounts/{account_id}/contacts Get Account Contacts
GET /api/accounts/{account_id}/conversations Get Account Conversations
GET /api/accounts/{account_id}/leads Get Account Leads
GET /api/accounts/{account_id}/opps Get Account Opportunities
POST /api/accounts/{account_id}/recommend Recommend Account Now
POST /api/accounts/{account_id}/research Run Research
GET /api/accounts/{account_id}/tickets Get Account Tickets
GET /api/accounts/{account_id}/timeline Get Account Timeline

Try it

The full request/response schema for every endpoint is in the OpenAPI spec served by your own workspace.