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Tool Reference

ListCompanies

List the CRM companies tracked by the authenticated user's team, sorted by most recent interaction.

Starter documentation. Features and account details may differ from this deployment.

ListCompanies

List the CRM companies tracked by the authenticated user's team, sorted by most recent interaction. Each row includes the company id, name, domains, last interaction time, and the company's own Stage / Owner / Revenue properties when set (not a pipeline deal's). Use the filters to narrow results: search for name/domain text, stage for the company's own Stage property, owner_user_id for companies owned by a user. Use GetCompany for one company's full details (contacts + all properties), and SetEntityProperty with entity_type=company to change the company's own Stage / Owner / Revenue or custom properties. Deals in a pipeline have their own stage and fields, separate from these: use FindPipelineEntries and UpdatePipelineEntries for them.

Parameters

ParameterTypeRequiredDescription
searchstringNoCase-insensitive substring matched against company names and domains (e.g. "acme" matches "Acme Corp" and "acme.com").
stagestringNoFilter to companies whose own Stage property (not a pipeline deal's stage) is this. Accepts a stage label matched case-insensitively (e.g. "lead", "Customer" — teams may have custom stage names) or a stage option UUID.
owner_user_idstringNoFilter to companies whose Owner property is this Mosaic user id (e.g. "mosaic|user@example.com"). Use ListTeamMembers to find user ids.
include_hiddenbooleanNoAlso include companies hidden from the CRM. Defaults to false. Requires team admin or owner role.
limitintegerNoMaximum number of companies to return. Defaults to 50; max 200.

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