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Documentation Index

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The relationship graph maps how records connect to each other through relations, shared activities, meetings, and communications. Use it to discover hidden connections and map account hierarchies.

Tools

ToolDescriptionKey Params
graph.queryGet direct connections for a recordrecord_id, depth, types
graph.pathFind the shortest path between two recordsfrom_record_id, to_record_id, max_depth
graph.fullGet the full graph for a workspace or object typeobject_type_slug (optional), types
graph.build_meetingsBuild/rebuild graph edges from meeting dataforce
contacts.classifyClassify a contact’s role in an account (champion, blocker, etc.)record_id

Connection Types

TypeDescription
relationExplicit record-to-record link
meetingAttended the same meeting
emailPart of the same email thread
companyBelongs to the same company

Examples

Find all connections within 2 hops of a contact

{
  "tool": "graph.query",
  "params": {
    "record_id": "rec_contact_01",
    "depth": 2,
    "types": ["relation", "meeting", "email"]
  }
}
Response:
{
  "success": true,
  "data": {
    "nodes": [
      { "id": "rec_contact_01", "label": "Jane Smith", "type": "contacts" },
      { "id": "rec_company_01", "label": "Acme Corp", "type": "companies" },
      { "id": "rec_contact_02", "label": "Bob Johnson", "type": "contacts" },
      { "id": "rec_contact_03", "label": "Alice Lee", "type": "contacts" }
    ],
    "edges": [
      { "from": "rec_contact_01", "to": "rec_company_01", "type": "relation" },
      { "from": "rec_contact_02", "to": "rec_company_01", "type": "relation" },
      { "from": "rec_contact_01", "to": "rec_contact_03", "type": "meeting" }
    ]
  }
}

Find the path between two people

{
  "tool": "graph.path",
  "params": {
    "from_record_id": "rec_contact_01",
    "to_record_id": "rec_contact_05",
    "max_depth": 4
  }
}
Response:
{
  "success": true,
  "data": {
    "path": [
      { "id": "rec_contact_01", "label": "Jane Smith" },
      { "id": "rec_company_01", "label": "Acme Corp", "edge_type": "relation" },
      { "id": "rec_contact_02", "label": "Bob Johnson", "edge_type": "relation" },
      { "id": "rec_contact_05", "label": "Sarah Chen", "edge_type": "meeting" }
    ],
    "hops": 3
  }
}

Classify a contact’s role

{
  "tool": "contacts.classify",
  "params": {
    "record_id": "rec_contact_01"
  }
}