CRM Manager API · parties

People and companies as one list of pickable rows

GET /parties

People and companies as one list of pickable rows — id, kind, display name, roles, status — the shape every picker searches and every document resolves its party ids through.

q narrows by name or email (case-insensitive substring), kind and role to comma-separated sets; by default only active rows are listed, name-ordered. ids resolves exactly those ids (comma-separated, up to 200) in any status, so a purchase order that named a company since archived, or an order whose customer was erased, still renders — the latter as "Erased person". total counts every match; limit defaults to 100 and is capped at 1000; page with offset.

Access

Requires customers:read or companies:read.

Any one of these scopes is enough.

How scopes come from roles: Scopes and roles. Getting a token: Authentication and app tokens.

AI agent tool

Agents call this as crm_list_parties (CRM: List parties), in the crm toolset. It only reads.

Connecting an agent: AI agents.

Example

curl
curl -X GET 'https://crm.getmanifold.io/parties?q=harbour&kind=person%2Ccompany&role=customer&limit=20' \
  -H "Authorization: Bearer $MANIFOLD_TOKEN"
JavaScript (fetch)
const response = await fetch("https://crm.getmanifold.io/parties?q=harbour&kind=person%2Ccompany&role=customer&limit=20", {
  method: "GET",
  headers: { Authorization: `Bearer ${process.env.MANIFOLD_TOKEN}` },
});
if (!response.ok) throw new Error(`${response.status}: ${await response.text()}`);
const answer = await response.json();
Response · 200 · application/json
{
  "items": [
    {
      "id": "cmp_01a1588a-1f02-7a3b-8c4d-5e6f7a8b9c0d",
      "kind": "company",
      "name": "Harbour Ceramics Pty Ltd",
      "roles": [
        "customer"
      ],
      "status": "active",
      "catalogIds": [
        "cat_01a15880-2a10-7b2c-8d3e-4f5a6b7c8d9e"
      ]
    },
    {
      "id": "psn_01a1588a-0c41-7d2e-9a10-3b5c6d7e8f90",
      "kind": "person",
      "name": "Priya Raman",
      "email": "priya.raman@harbourceramics.example",
      "roles": [
        "customer"
      ],
      "status": "active",
      "catalogIds": []
    }
  ],
  "total": 2,
  "limit": 20,
  "offset": 0
}

The panel writes this call in other languages. It does not send it: Manifold's APIs do not take calls from a web page on another site, so run the call from your own code or terminal. The whole API as OpenAPI: crm-manager.openapi.json. Base URL https://crm.getmanifold.io.

Errors

Every refusal is a status and a JSON body whose _tag names it. A refused call changes nothing.

401

RefusalWhat it meansWhat to do
Unauthorized reason The token is missing, expired or not one Manifold issued.Get a fresh token and send the call again.
TokenAlreadyUsed tokenId A single-use app token was already spent.Mint a new token for this call.

402

RefusalWhat it meansWhat to do
SubscriptionRequired status The organization's subscription has lapsed, so writes are refused.An owner settles billing. Reads still work meanwhile.

403

RefusalWhat it meansWhat to do
TenantRequired userId The token names no organization.Choose the organization, then get a new token.
ScopeRequired required The token's roles do not grant the scope this call needs.Ask an owner or admin for a role that grants it.

409

RefusalWhat it meansWhat to do
MirroredFromSource source This area is fed by your source system until the organization goes live.Make the change in the source system, or go live first.

503

RefusalWhat it meansWhat to do
RequestLogUnavailable tokenId, reason The service could not record the request, so it did nothing.Try again shortly.

How refusals work everywhere: Errors.

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