Contacts
People in the CRM — the anchor object most other records attach to.
Create a contact
Creates a contact. At least one identity field is required (`email` or `phone`).
Create or update a contact by natural key
Idempotent create-or-update. Matches an existing contact by `email`/`phone` (or `id` if supplied),
Search / list contacts
Full-text + structured filtering with cursor pagination. With an empty body, returns the most recent
Get a contact
Retrieves a contact by id. Maps to internal `POST /contact/get`.
Update a contact (partial)
Partial update; only supplied fields change. Maps to internal `POST /contact/upsert` with the id.
Delete a contact
Soft-deletes the contact (cascades per internal logic). Maps to internal `POST /contact/delete-multiple-contacts` with a single id.
List a contact's tags
List a contact's tags
Add tags to a contact
Maps to internal upsert with `tag_operation=add`.
Remove tags from a contact
Maps to internal upsert with `tag_operation=remove`.
List tasks on a contact
Maps to mcr-activity-service (tasks filtered by related contact). Returns the standard page envelope.
Create a task on a contact
Create lives on the parent so a task always has an owner entity. Body = Task input (see Tasks spec).
List notes on a contact
List notes on a contact
Add a note to a contact
Add a note to a contact
List a contact's activity timeline
The merged timeline (emails, calls, meetings, system events). Maps to mcr-activity-service.
List deals associated with a contact
List deals associated with a contact