wyre-ai/msp-claude-plugins/companies-contacts

Salesbuildr Companies & Contacts

Overview

Companies and contacts are the foundation of the Salesbuildr CRM. Companies represent organizations (customers, prospects), while contacts are individuals associated with companies.

Anti-triggers

• The same organization in the CRM of record — use hubspot-companies or

hubspot-contacts.

• The organization as a billing entity — Salesbuildr holds no AR balance

or payment method; use xero-contacts, qbo-customers, or alternative-payments-customers.

• What the company has been quoted or is in the pipeline for — use

salesbuildr-quotes or salesbuildr-opportunities.

Companies

Search Companies

GET /companies?search=<term>&from=0&size=25

Parameters:

• search - Search term for company name
• from - Pagination offset
• size - Results per page (max 100)

Get Company by ID

GET /companies/{id}

Returns full company details including address, phone, and metadata.

Contacts

Search Contacts

GET /contacts?search=<term>&company_id=<id>&from=0&size=25

Parameters:

• search - Search by name or email
• company_id - Filter contacts to a specific company
• from - Pagination offset
• size - Results per page (max 100)

Get Contact by ID

GET /contacts/{id}

Create Contact

POST /contacts
 
{
  "first_name": "Jane",
  "last_name": "Smith",
  "email": "jane@example.com",
  "company_id": 12345,
  "phone": "555-0100"
}

Required fields: first_name, last_name, company_id

Common Workflows

Find a Customer's Contacts

1. Search companies: GET /companies?search=acme
2. Get company ID from results
3. Search contacts for that company: GET /contacts?company_id=12345

Create a New Contact for Quoting

1. Find the company: GET /companies?search=company name
2. Verify company exists and get ID
3. Create contact: POST /contacts with company_id