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.
| Tool | Description | Key Params |
|---|
graph.query | Get direct connections for a record | record_id, depth, types |
graph.path | Find the shortest path between two records | from_record_id, to_record_id, max_depth |
graph.full | Get the full graph for a workspace or object type | object_type_slug (optional), types |
graph.build_meetings | Build/rebuild graph edges from meeting data | force |
contacts.classify | Classify a contact’s role in an account (champion, blocker, etc.) | record_id |
Connection Types
| Type | Description |
|---|
relation | Explicit record-to-record link |
meeting | Attended the same meeting |
email | Part of the same email thread |
company | Belongs to the same company |
Examples
{
"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
}
}
{
"tool": "contacts.classify",
"params": {
"record_id": "rec_contact_01"
}
}