CRM
Golden records for people and organizations: custom fields, interactions, dedup and merge.
partLines of business16 operationsid crm
How it sits
A part does one thing, and any other part can call it. The counts and the links below are from the platform's spec and the other services' own descriptions.
| Operations | 16 GET 9 · POST 4 · DELETE 1 · PATCH 1 · PUT 1 |
| Resources | 5 |
| Leaned on by | no other service names it |
| Leans on | Database, Lists |
| In recipes | An inbound text that updates a profile |
What it can do
16 operations in 5 resources, as the spec declares them. Each row is one call; paths are relative to the part.
persons
| Method | Path | Does |
|---|---|---|
| GET | /api/v1/persons | Search/list persons |
| POST | /api/v1/persons | Create a person |
| POST | /api/v1/persons/upsert | Create-or-merge a person |
| DELETE | /api/v1/persons/{person_id} | Soft-delete a person |
| GET | /api/v1/persons/{person_id} | Get a person |
| PATCH | /api/v1/persons/{person_id} | Update a person |
| GET | /api/v1/persons/{person_id}/fields | Get a person's field values |
| PUT | /api/v1/persons/{person_id}/fields/{field_id} | Set a person's field value |
| GET | /api/v1/persons/{person_id}/interactions | List interactions |
| POST | /api/v1/persons/{person_id}/interactions | Log an interaction |
10 operations
custom-fields
| Method | Path | Does |
|---|---|---|
| GET | /api/v1/custom-fields | List custom fields |
| POST | /api/v1/custom-fields | Define a custom field |
2 operations
health
| Method | Path | Does |
|---|---|---|
| GET | /health | Basic health check |
| GET | /health/detailed | Detailed health check |
2 operations
prime
| Method | Path | Does |
|---|---|---|
| GET | /prime | Prime application caches |
1 operation
status
| Method | Path | Does |
|---|---|---|
| GET | /status | Service status overview |
1 operation
All the partsLines of businessThe platform's own id for this service is cbcrm.
forge-catalog.json, generated Oct 30, 2026