Organizations and scoping
Every account belongs to an organization (your firm). All data — companies, deals, people, documents, lists — is scoped to your organization. API keys inherit this scope automatically, so you never pass an organization ID in requests; the API derives it from your key. This means two things:- You can only read and write your own organization’s data.
- You never have to filter by organization yourself.
The building blocks
Companies
Operating companies, investors, advisors, and other entities your firm tracks.
Deals
Opportunities moving through your pipeline, with status and stage.
People
Contacts, executives, and relationships connected to companies.
Documents
Files ingested into Metal, parsed and made searchable.
Lists
Spreadsheet-like views that organize and enrich resources in bulk.
Workflows
AI automations that screen, research, and produce work product.
Intelligence layer
On top of the raw data, Metal adds an intelligence layer:- Enrichment fills in attributes — firmographics, financials, signals — from AI and data providers. See Enrichment.
- Search retrieves the most relevant companies, deals, people, and documents using semantic and keyword matching. See Search.
- Workflows chain steps together to automate multi-stage research. See Workflows.
How the API fits in
The API is the programmatic surface for the same platform the Metal app uses. Common integration patterns:Push data in
Sync companies, deals, and people from your CRM or internal systems using create and update endpoints.
Every request is JSON over HTTPS, versioned under
/v1, authenticated with an API key, and scoped to your organization.