Core resources
Company
An entity your firm tracks: an operating company, investor, advisor, or service provider.
Deal
An opportunity in your pipeline, usually tied to a target company.
Person
A contact or executive, optionally linked to a company.
Identifiers
Every resource has a Metal-assignedid (a 24-character hex string). You can also attach your own identifiers so you can reconcile records with external systems:
Companies, deals, and people can be fetched by external identifier as well as by Metal
id. For example:
Companies
A company is the most central resource. The only required field on creation iscanonicalName.
Fields marked Enriched are populated by Metal from your documents, data providers, and the web, then reconciled into a single value. The
enrichment object exposes the alternatives and their sources for each one.Deals
A deal represents an opportunity. It usually points at a target company viacompanyId.
Metal models deal status and stage with two layers: a fixed set of internal values (used for logic) and your firm’s own custom labels (shown in the app). The API returns both the internal
status/stage and the external labels where configured.People
A person is a contact, often linked to a company through thecompany field.
Relationships
- A deal references a target company through
companyId. - A person references their company through
company. - Documents are attached to companies and deals and become searchable once ingested.
Reading collections
List endpoints (GET /v1/companies, GET /v1/deals, GET /v1/people) return arrays under data and support pagination. For relevance-ranked retrieval, use the search endpoints instead.
