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Get a company

crm_get_company · Reads only · Markdown

One company, by id or exact name, with its people, deals (open ones first) and notes.

Free*

*Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads.

An example

Pull up everything on Hotel Elbblick: who works there, open deals and notes.

Your agent callscrm_get_companyFree*

The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.

With these arguments
{
  "name": "Hotel Elbblick"
}
What comes back
{
  "company": {
    "id": 4101,
    "name": "Hotel Elbblick",
    "domain": "hotel-elbblick.example",
    "website": "https://hotel-elbblick.example",
    "industry": "Hospitality",
    "employee_count": 85,
    "lifecycle_stage": "prospect",
    "notes": [
      {
        "id": 4101,
        "title": "Discount asked",
        "body": "Lukas asked for 10% off both combi steamers. We offered 5% with the three-year service plan.",
        "deal_id": 4101,
        "company_id": 4101,
        "contact_id": 4102,
        "at": "2026-10-14T08:00:00+00:00",
        "by": "Pip",
        "via": "ai_app"
      }
    ],
    "tags": [
      "hospitality"
    ],
    "custom_fields": {},
    "archived": false,
    "updated_at": "2026-10-14T08:00:00+00:00",
    "contacts": [
      {
        "id": 4102,
        "name": "Lukas Meyer",
        "email": "lukas.meyer@hotel-elbblick.example",
        "phone": null,
        "title": "Purchasing manager"
      }
    ],
    "contact_count": 1,
    "deals": [
      {
        "id": 4101,
        "title": "Hotel Elbblick kitchen",
        "pipeline": "Sales",
        "pipeline_id": 4101,
        "stage": "Proposal",
        "stage_id": 4104,
        "status": "open",
        "probability": 60,
        "amount": "38600.00",
        "weighted_amount": "23160.00",
        "currency": "EUR",
        "close_date": "2026-11-20",
        "next_step": "Send the quote for two combi steamers and a dishwasher",
        "description": "",
        "lost_reason": null,
        "company_id": 4101,
        "contact_id": 4102,
        "tags": [],
        "custom_fields": {},
        "stage_entered_at": "2026-10-14T08:00:00+00:00",
        "closed_at": null,
        "updated_at": "2026-10-14T08:00:00+00:00"
      }
    ],
    "deal_count": 1
  }
}

Use it when

Before working on an account: who works there, what is open, what was noted.

What it does

One company, by id or name, with its tags, custom fields, people, deals (open ones first) and notes, each note with who wrote it (by and via, as crm_timeline gives them). An archived company is read too (archived: true).

What comes back

The company with its fields, up to 50 people, its deals with open ones first, its notes with who wrote each (by and via, as in crm_timeline), and how many people and deals it has. An archived company is read here too, with archived: true. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
company_idintegerAt least 1.
namestringUp to 255 characters.

The call

Over MCP, call crm_get_company on https://api.conecto.chat/mcp/crm. Over REST:

Terminal
curl -X POST https://api.conecto.chat/v1/tools/crm_get_company \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name":"Hotel Elbblick"}'

When it refuses

A refused call costs nothing and says what to do next.

CodeWhenWhat to do
not_found404No company has that company_id or exact name.Find it with crm_search and pass its company_id.

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