API reference

API: Account plans

Method	Path	What it does	Scope
GET	`/v1/accounts/:id/committee`	The account's buying committee: role and stance per person with evidence, flags (no economic buyer or champion, single-threaded) and recent changes	`accounts:read`
POST	`/v1/accounts/:id/committee/build`	Build or rebuild the account's buying committee (stances need a verified quote; overrides are kept)	`accounts:write`
GET	`/v1/accounts/:id/plan`	An account's living plan: priorities, pain, people, current tools, risks and the next move, each with sources and a date, plus its change log	`accounts:read`
POST	`/v1/accounts/:id/plan/items`	Add an item to the plan (pinned: refreshes keep it)	`accounts:write`
DELETE	`/v1/accounts/:id/plan/items/:key`	Remove a plan item (a refresh won't add it back)	`accounts:write`
PATCH	`/v1/accounts/:id/plan/items/:key`	Edit, pin or unpin a plan item (an edit pins it: refreshes never overwrite it)	`accounts:write`
POST	`/v1/accounts/:id/plan/next-move`	Turn the next move into a CRM task (through the policy engine) or a drafted email that waits for your approval	`accounts:write`
POST	`/v1/accounts/:id/plan/refresh`	Build or refresh the plan now from research, signals, conversations, deals and contacts (pinned edits are kept)	`accounts:write`
PATCH	`/v1/committee-members/:id`	Override a person's role or stance (pinned and logged; null clears the override)	`accounts:write`
GET	`/v1/contacts/:id/stakeholder-brief`	A brief on one person: background, history with us, contract-review habits; every item sourced, unknowns shown (only what you may see)	`contacts:read`
GET	`/v1/deals/:id/committee`	A deal's buying committee	`deals:read`
POST	`/v1/deals/:id/committee/build`	Build or rebuild a deal's buying committee	`deals:write`

Examples

GET /v1/accounts/$ID/committee

The account's buying committee: role and stance per person with evidence, flags (no economic buyer or champion, single-threaded) and recent changes

curl -s "https://api.closefinch.com/v1/accounts/$ID/committee" \
  -H "Authorization: Bearer $RA_API_KEY"

const res = await fetch(`https://api.closefinch.com/v1/accounts/${id}/committee`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

POST /v1/accounts/$ID/committee/build

Build or rebuild the account's buying committee (stances need a verified quote; overrides are kept)

curl -s -X POST "https://api.closefinch.com/v1/accounts/$ID/committee/build" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'

const res = await fetch(`https://api.closefinch.com/v1/accounts/${id}/committee/build`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/accounts/$ID/plan

An account's living plan: priorities, pain, people, current tools, risks and the next move, each with sources and a date, plus its change log

curl -s "https://api.closefinch.com/v1/accounts/$ID/plan" \
  -H "Authorization: Bearer $RA_API_KEY"

const res = await fetch(`https://api.closefinch.com/v1/accounts/${id}/plan`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

POST /v1/accounts/$ID/plan/items

Add an item to the plan (pinned: refreshes keep it)

curl -s -X POST "https://api.closefinch.com/v1/accounts/$ID/plan/items" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'

const res = await fetch(`https://api.closefinch.com/v1/accounts/${id}/plan/items`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

DELETE /v1/accounts/$ID/plan/items/$KEY

Remove a plan item (a refresh won't add it back)

curl -s -X DELETE "https://api.closefinch.com/v1/accounts/$ID/plan/items/$KEY" \
  -H "Authorization: Bearer $RA_API_KEY"

const res = await fetch(`https://api.closefinch.com/v1/accounts/${id}/plan/items/${key}`, {
  method: "DELETE",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

PATCH /v1/accounts/$ID/plan/items/$KEY

Edit, pin or unpin a plan item (an edit pins it: refreshes never overwrite it)

curl -s -X PATCH "https://api.closefinch.com/v1/accounts/$ID/plan/items/$KEY" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'

const res = await fetch(`https://api.closefinch.com/v1/accounts/${id}/plan/items/${key}`, {
  method: "PATCH",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/accounts/$ID/plan/next-move

Turn the next move into a CRM task (through the policy engine) or a drafted email that waits for your approval

curl -s -X POST "https://api.closefinch.com/v1/accounts/$ID/plan/next-move" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'

const res = await fetch(`https://api.closefinch.com/v1/accounts/${id}/plan/next-move`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/accounts/$ID/plan/refresh

Build or refresh the plan now from research, signals, conversations, deals and contacts (pinned edits are kept)

curl -s -X POST "https://api.closefinch.com/v1/accounts/$ID/plan/refresh" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'

const res = await fetch(`https://api.closefinch.com/v1/accounts/${id}/plan/refresh`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

PATCH /v1/committee-members/$ID

Override a person's role or stance (pinned and logged; null clears the override)

curl -s -X PATCH "https://api.closefinch.com/v1/committee-members/$ID" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'

const res = await fetch(`https://api.closefinch.com/v1/committee-members/${id}`, {
  method: "PATCH",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/contacts/$ID/stakeholder-brief

A brief on one person: background, history with us, contract-review habits; every item sourced, unknowns shown (only what you may see)

curl -s "https://api.closefinch.com/v1/contacts/$ID/stakeholder-brief" \
  -H "Authorization: Bearer $RA_API_KEY"

const res = await fetch(`https://api.closefinch.com/v1/contacts/${id}/stakeholder-brief`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

GET /v1/deals/$ID/committee

A deal's buying committee

curl -s "https://api.closefinch.com/v1/deals/$ID/committee" \
  -H "Authorization: Bearer $RA_API_KEY"

const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/committee`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

POST /v1/deals/$ID/committee/build

Build or rebuild a deal's buying committee

curl -s -X POST "https://api.closefinch.com/v1/deals/$ID/committee/build" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'

const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/committee/build`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

Request and response schemas: https://www.closefinch.com/openapi.json. All resources: API reference.