v1
latestOpenAPI 3.1.02026-08-069158174.8 KBCRM Service Calls
Get Accounts
Retrieve accounts (companies/organizations) with optional filtering, sorting, and pagination.
Accounts represent business entities such as customers, vendors, or partners. Without filters, returns the most recent accounts sorted newest first.
Query Parameters:
- match_filter_dict (optional): JSON-encoded MongoDB query. Must use exact database
field names — do not use pseudo-fields like created_at.
Filterable fields include: status, source, relationship_type, name,
company_name, industry, tags, email_list, phone_list.
Examples:
- {"status": "customer"} — active customers
- {"relationship_type": "vendor"} — vendor accounts
- {"industry": "technology"} — tech-sector accounts
- eval_object_id (default: false): Set to true when using ObjectId('...') syntax in filters.
- sort_dict (default: {"_id": -1}): JSON-encoded sort criteria.
- page_size (default: 50): Number of records per page.
Response: Array of account objects with id, name, status, source, relationship_type, company_name, industry, num_employees, contact info, dates, tags, and social profiles.
get/crm/accounts
Query parameters
match_filter_dictstring
eval_object_idboolean
sort_dictstring
page_sizeinteger
Response
Successful Response