Companies

Companies represent clients, prospects, and partner organizations in the SM CRM.

Routes

GET /api/companies

List companies with pagination and filters.

Auth: Required
Query params:

Param	Type	Description
type	string	Filter by company_type (client, prospect, partner)
product	string	Filter by product tag
status	string	Filter by status (active, inactive, churned)
source	string	Filter by source
search	string	Search name or domain
sort	string	revenue sorts by monthly_revenue DESC. Default: alphabetical
page	number	Page number. Default: 1
limit	number	Results per page. Default: 25, max: 100

Response:

{
  "ok": true,
  "data": {
    "items": [...],
    "total": 42,
    "page": 1,
    "limit": 25,
    "hasMore": true
  }
}

---

GET /api/companies/:id

Get a single company with counts and related data.

Auth: Required
Path params: id — company ID

Response includes:

• All company fields
• contacts_count — number of linked contacts
• deals_count — number of linked deals
• engagements — active engagements (id, name, status, monthly_revenue, headcount)
• recent_invoices — last 12 invoices (id, amount, status, issued_date)

---

POST /api/companies

Create a new company.

Auth: Required
Request body:

Field	Type	Required	Description
name	string	yes	Company name
domain	string	no	Website domain
industry	string	no	Industry
employee_count	number	no	Headcount
revenue_range	string	no	e.g. $1M-$10M
company_type	string	no	client, prospect, partner. Default: prospect
status	string	no	Default: active
product	string	no	Product tag
source	string	no	Default: manual
health_score	number	no	0–100. Default: 50
monthly_revenue	number	no	MRR in dollars
total_contract_value	number	no	TCV
notes	string	no	Internal notes

Response: 201 Created

{ "ok": true, "data": { "id": "co_a1b2c3d4", "name": "Acme Corp" } }

---

PATCH /api/companies/:id

Update company fields.

Auth: Required
Path params: id
Request body: Any subset of:

name, domain, industry, employee_count, revenue_range, company_type, status, product, source, health_score, engagement_score, contract_start, contract_end, contract_type, monthly_revenue, total_contract_value, payment_terms, margin_pct, cogs, profit, stripe_customer_id, qb_customer_id, enrichment_status, enrichment_data, apollo_id, linkedin_url, logo_url, close_id, close_url, notes, address, city, state, country, timezone, tags, icp_score, icp_tier, icp_product, slack_channel_url, pandadoc_id

Response:

{ "ok": true, "data": { "id": "co_a1b2c3d4", "updated": true } }

---

GET /api/companies/:id/score

Get the ICP score for a company.

Auth: Required
Response:

{
  "ok": true,
  "data": {
    "company_id": "co_a1b2c3d4",
    "icp_score": 82,
    "icp_tier": "A",
    "breakdown": { ... }
  }
}

---

POST /api/companies/score-batch

Batch-score multiple companies against an ICP profile.

Auth: Required
Request body:

{ "icp_profile_id": "icp_a1b2", "company_ids": ["co_1", "co_2"] }