Merge companies
Merges duplicate companies into the one you keep; their people, deals and notes move with them.
$0.01 a call
From your agent’s balance. A call that fails costs nothing.
An example
Hotel Elbblick and Hotel Elbblick GmbH are the same place. Merge them.
Your agent callscrm_merge_companies$0.01 a call
The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.
{
"keep_id": 207,
"merge_ids": [
231
]
}Use it when
Two or more companies are the same organisation.
What it does
Merge duplicate companies into the one you keep. Its empty fields are filled from the others, tags and custom fields are combined (the kept company wins where both have a value), and their people, deals and notes move to it. The merged companies are deleted.
What comes back
The kept company as it now is, and merged: the names of the companies merged into it (now deleted). Every reply also carries cost_usd and balance_usd.
Inputs
| Name | Type | What it is |
|---|---|---|
keep_idRequired | integer | At least 1. |
merge_idsRequired | array of integers | 1 to 10 items. |
The call
Over MCP, call crm_merge_companies on https://api.conecto.chat/mcp/crm. Over REST:
curl -X POST https://api.conecto.chat/v1/tools/crm_merge_companies \
-H "Authorization: Bearer $CONECTO_KEY" \
-H "Content-Type: application/json" \
-d '{"keep_id":207,"merge_ids":[231]}'When it refuses
A refused call costs nothing and says what to do next.
| Code | When | What to do |
|---|---|---|
not_found404 | An id is not a company of the business, or was merged already. | Find the companies again with crm_find_duplicates. |
invalid_input400 | merge_ids includes keep_id. | List only the other records in merge_ids. |
conflict409 | A conflicting record stopped the merge; nothing changed. | Read the records again (crm_find_duplicates) and merge once more. |
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Give this to your agent.
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