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 -X GET 'https://crm.getmanifold.io/parties?q=harbour&kind=person%2Ccompany&role=customer&limit=20' \
-H "Authorization: Bearer $MANIFOLD_TOKEN"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();{
"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
| Refusal | What it means | What 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
| Refusal | What it means | What to do |
|---|---|---|
SubscriptionRequired status | The organization's subscription has lapsed, so writes are refused. | An owner settles billing. Reads still work meanwhile. |
403
| Refusal | What it means | What 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
| Refusal | What it means | What 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
| Refusal | What it means | What to do |
|---|---|---|
RequestLogUnavailable tokenId, reason | The service could not record the request, so it did nothing. | Try again shortly. |
How refusals work everywhere: Errors.
Used in
- A person, a supplier, and a right-to-erasure request, step 5: Search the parties a purchase order may name
- A person, a supplier, and a right-to-erasure request, step 13: A document that named them still renders