Account
/api/v1/crm/accountsA customer organization.
listgetcreateupdatedeleteSchema
| Field | Type | Notes |
|---|---|---|
| id* | uuid | Server-assigned ULID with type prefix (e.g. per_…). |
| tenant_id* | string | Tenant scope — auto-stamped from the caller's JWT. |
| app_id | string | App scope. Stamped ONLY when the caller's JWT was minted for a specific Application (integration API keys). Absent for human-user sessions. Filters reads when present. |
| created_at* | date-time | Server stamp. |
| updated_at* | date-time | Server stamp; updated on every patch. |
| created_by | uuid | Person id from the caller's JWT (sub). |
| updated_by | uuid | Person id from the last writer's JWT (sub). |
| source | string | Provenance tag — defaults to 'edm'. |
| source_type | enum | frontend | backend | server | system | apiWhere the write originated. Defaults to 'api'. |
| is_deleted | boolean | Soft-delete flag. Excluded from default list queries. |
| deleted_at | date-time | Stamped when soft-deleted; null otherwise. |
| deleted_by | uuid | Person id who soft-deleted; null otherwise. |
| schema_version | number | Document schema version. Bumped on incompatible writes. |
| owner_id | string | Account owner / account executive. Format: usr-<uuid>. |
| name | string | Company or customer display name. |
| legal_name | string | Full registered legal name of the company. |
| industry | string | NAICS code or free-text industry classification. |
| sub_industry | string | Secondary industry classification within the primary industry. |
| website | string | Primary public website URL. |
| domain | string | Email domain used for auto-associating contacts to this account. |
| phone | string | Main company phone number. |
| addresses | json | Physical addresses associated with the account (billing, shipping, office). |
| annual_revenue | number | Estimated annual revenue in USD. |
| employee_count | number | Approximate number of employees. |
| lifecycle_stage | string | Current stage of the customer relationship lifecycle. |
| lead_source | string | How this account was first acquired (e.g. inbound, event, referral, outbound, rfp). |
| health_score | string | Customer health indicator set by customer success. |
| parent_account_id | string | ID of the holding/parent account for subsidiary hierarchy. Format: acc-<uuid>. |
| description | string | Free-text notes about this account. |
| last_activity_at | date-time | Timestamp of the most recent logged activity against this account. |
| first_contacted_at | date-time | Timestamp when this account was first contacted. |
| custom_fields | json | Per-tenant schema extension for additional fields. |
| tags | json | Free-form string tags for filtering and grouping. |
| version | number | Optimistic-concurrency version counter. |
API
client.customer.accounts.*Loading manifest…