# Metal Docs

> Developer documentation and API reference for Metal, the AI context layer for financial firms.

- [Metal](https://docs.metal.ai/index.md): Metal is the AI context layer for financial firms. Use the Metal API and MCP server to sync companies, deals, and people, enrich data, and run workflows.
- [Quickstart](https://docs.metal.ai/quickstart.md): Create a Metal API key, set your credentials, make your first authenticated request, and create your first company through the Metal API in four steps.
- [Authentication](https://docs.metal.ai/authentication.md): Authenticate Metal API requests with server-to-server API keys: create a key in the app, manage keys with the API, and handle 401 Unauthorized errors.
- [Choose the API or MCP](https://docs.metal.ai/build-on-metal.md): When to use the Metal REST API versus the Metal MCP server, how each authenticates, and what a customer-built agent can and cannot do.
- [Platform overview](https://docs.metal.ai/concepts/platform.md): How Metal structures a firm's knowledge into an AI-ready context layer.
- [Data model](https://docs.metal.ai/concepts/data-model.md): How Metal's core resources relate: fields, identifiers, tags, and cross-references between companies, deals, people, and documents in the API.
- [Enrichment](https://docs.metal.ai/concepts/enrichment.md): How Metal enriches companies with firmographics, financial metrics, and signals from AI providers, web search, and your uploaded documents.
- [Reconciliation & ranking](https://docs.metal.ai/concepts/reconciliation.md): How Metal ranks discovered values from many sources and reconciles them into one trusted value.
- [Financial metrics](https://docs.metal.ai/concepts/financial-metrics.md): The financial attributes Metal enriches on companies — valuation, revenue, and custom metrics — and how they're sourced and reconciled.
- [Workflows, runs, and branch steps](https://docs.metal.ai/concepts/workflows.md): Automate multi-step research with Metal AI workflows: branch steps, optional inputs, runs, retries, versioning, and webhook triggers.
- [Metal MCP server](https://docs.metal.ai/mcp/overview.md): Connect Cursor, Claude, ChatGPT, and other MCP clients to Metal to search companies, deals, people, and documents, and run firm workflows.
- [MCP tools reference](https://docs.metal.ai/mcp/tools-reference.md): Reference for the documented Metal MCP tools: OAuth scopes, parameters, response shapes, and JSON examples for search, workflows, and authoring.
- [Connect Cursor](https://docs.metal.ai/mcp/cursor.md): Add the Metal MCP server to Cursor.
- [Connect Claude](https://docs.metal.ai/mcp/claude.md): Add the Metal MCP server to Claude web and desktop as a custom connector or to Claude Code with the CLI, then sign in, verify access, and troubleshoot.
- [Connect ChatGPT](https://docs.metal.ai/mcp/chatgpt.md): Add the Metal MCP server to ChatGPT as a connector.
- [Other MCP clients](https://docs.metal.ai/mcp/clients.md): Connect any MCP-compatible tool to the Metal MCP server.
- [Sync your data](https://docs.metal.ai/guides/sync-data.md): Create and keep companies, deals, and people in sync with your own systems.
- [Enrich companies](https://docs.metal.ai/guides/enrich-companies.md): Trigger AI enrichment, track its progress, and enrich records in bulk.
- [Search companies, deals, people, documents, and activities](https://docs.metal.ai/guides/search.md): Search Metal resources with hybrid, fuzzy, and full-text queries, structured filters, sorting, and paginated results across every core endpoint.
- [Build and manage lists](https://docs.metal.ai/guides/manage-lists.md): Group companies, deals, and people into lists to work with them in bulk.
- [Automate research with workflows](https://docs.metal.ai/guides/automate-workflows.md): Run Metal AI workflows from the API, track runs to completion, dry-run to validate tool calls, and trigger runs from external events.
- [Pagination](https://docs.metal.ai/guides/pagination.md): Page through large collections with page, limit, and cursor parameters.
- [Errors](https://docs.metal.ai/guides/errors.md): HTTP status codes, error response format, and how to handle failures.
- [Rate limits](https://docs.metal.ai/guides/rate-limits.md): The Metal API allows 1,500 requests per minute per API key or signed-in user. Learn the 429 response headers, backoff retries, and MCP tool-call limits.
- [Trigger workflows with webhooks](https://docs.metal.ai/guides/webhooks.md): Trigger Metal workflows from external systems with webhook triggers, including shared-secret and HMAC-SHA256 signature verification.
- [Metal REST API conventions and structure](https://docs.metal.ai/api-reference/introduction.md): Base URL, conventions, API key headers, 24-character resource IDs, and external ID addressing for the Metal REST API, plus how endpoints are grouped.
- [List companies](https://docs.metal.ai/api-reference/companies/list-companies.md): Returns companies in your organization, newest first. Supports pagination and sorting. Top-level `website` and `linkedinUrl` use the resolved observation value when available, with the native company field as a fallback.
- [Create a company](https://docs.metal.ai/api-reference/companies/create-a-company.md): Creates a company. Only `canonicalName` is required.
- [Get a company](https://docs.metal.ai/api-reference/companies/get-a-company.md): Retrieves a single company by id.
- [Update a company](https://docs.metal.ai/api-reference/companies/update-a-company.md): Updates an existing company. Provide the fields you want to change.
- [Delete a company](https://docs.metal.ai/api-reference/companies/delete-a-company.md): Deletes a company by id.
- [Get companies by ids](https://docs.metal.ai/api-reference/companies/get-companies-by-ids.md): Retrieves up to 300 companies in a single request. Pass the optional `fields` query parameter to hydrate only the listed enrichment observations. Top-level `website` and `linkedinUrl` use the resolved observation value when available, with the native company field as a fallback. Omit `fields` to hyd…
- [Get a company by external id](https://docs.metal.ai/api-reference/companies/get-a-company-by-external-id.md): Retrieves a company using your own external identifier.
- [Get a company by external reference](https://docs.metal.ai/api-reference/companies/get-a-company-by-external-reference.md): Retrieves a company by its external source reference.
- [Search companies](https://docs.metal.ai/api-reference/companies/search-companies.md): Returns companies ranked by relevance to a query.
- [Enrich a company](https://docs.metal.ai/api-reference/companies/enrich-a-company.md): Triggers asynchronous enrichment for a company. Metal gathers candidate values from your documents, providers, and the web, then ranks them into one value per attribute. Poll the company and inspect its `enrichment` field for values and citations.
- [List company financial metrics](https://docs.metal.ai/api-reference/companies/list-company-financial-metrics.md): Returns financial metrics extracted for a company.
- [List deals](https://docs.metal.ai/api-reference/deals/list-deals.md): Returns deals in your organization, newest first.
- [Create a deal](https://docs.metal.ai/api-reference/deals/create-a-deal.md): Creates a deal. Provide a `name` and, typically, the target `companyId`.
- [Get a deal](https://docs.metal.ai/api-reference/deals/get-a-deal.md): Retrieves a single deal by id.
- [Update a deal](https://docs.metal.ai/api-reference/deals/update-a-deal.md): Updates an existing deal.
- [Delete a deal](https://docs.metal.ai/api-reference/deals/delete-a-deal.md): Deletes a deal by id.
- [Get deals by ids](https://docs.metal.ai/api-reference/deals/get-deals-by-ids.md): Retrieves multiple deals in a single request.
- [Get a deal by external id](https://docs.metal.ai/api-reference/deals/get-a-deal-by-external-id.md): Retrieves a deal using your own external identifier.
- [List deals for a company](https://docs.metal.ai/api-reference/deals/list-deals-for-a-company.md): Returns deals associated with a company.
- [Search deals](https://docs.metal.ai/api-reference/deals/search-deals.md): Returns deals ranked by relevance to a query.
- [List people](https://docs.metal.ai/api-reference/people/list-people.md): Returns people in your organization, newest first.
- [Create a person](https://docs.metal.ai/api-reference/people/create-a-person.md): Creates a person. Provide at least a name; link to a company with `company`.
- [Get a person](https://docs.metal.ai/api-reference/people/get-a-person.md): Retrieves a single person by id.
- [Update a person](https://docs.metal.ai/api-reference/people/update-a-person.md): Updates an existing person.
- [Delete a person](https://docs.metal.ai/api-reference/people/delete-a-person.md): Deletes a person by id.
- [Get people by ids](https://docs.metal.ai/api-reference/people/get-people-by-ids.md): Retrieves multiple people in a single request.
- [Get a person by external reference](https://docs.metal.ai/api-reference/people/get-a-person-by-external-reference.md): Retrieves a person by their external source reference.
- [List people for a company](https://docs.metal.ai/api-reference/people/list-people-for-a-company.md): Returns people linked to a company.
- [Search people](https://docs.metal.ai/api-reference/people/search-people.md): Returns people ranked by relevance to a query.
- [Get documents by ids](https://docs.metal.ai/api-reference/documents/get-documents-by-ids.md): Retrieves multiple documents in a single request.
- [Search documents](https://docs.metal.ai/api-reference/documents/search-documents.md): Searches across the content of documents ingested into Metal, ranked by relevance.
- [List activities](https://docs.metal.ai/api-reference/activity/list-activities.md): Returns activities in your organization.
- [Create an activity](https://docs.metal.ai/api-reference/activity/create-an-activity.md): Creates a new activity.
- [Get an activity](https://docs.metal.ai/api-reference/activity/get-an-activity.md): Retrieves a single activity by id.
- [Update an activity](https://docs.metal.ai/api-reference/activity/update-an-activity.md): Updates an existing activity.
- [Delete an activity](https://docs.metal.ai/api-reference/activity/delete-an-activity.md): Deletes an activity by id.
- [Search activities](https://docs.metal.ai/api-reference/activities/search-activities.md): Returns activities ranked by relevance to a query.
- [List activities for a company](https://docs.metal.ai/api-reference/activities/list-activities-for-a-company.md): Returns activities linked to a company.
- [Create an enrichment](https://docs.metal.ai/api-reference/enrichments/create-an-enrichment.md): Records an enriched property value on a resource.
- [List enrichments for a resource](https://docs.metal.ai/api-reference/enrichments/list-enrichments-for-a-resource.md): Returns all enrichment values for a resource.
- [Get enrichment for a property](https://docs.metal.ai/api-reference/enrichments/get-enrichment-for-a-property.md): Returns the top enrichment value for a specific property on a resource.
- [Delete an enrichment](https://docs.metal.ai/api-reference/enrichments/delete-an-enrichment.md): Deletes an enrichment value by id.
- [List scores](https://docs.metal.ai/api-reference/scores/list-scores.md): Returns scores in your organization.
- [Create a score](https://docs.metal.ai/api-reference/scores/create-a-score.md): Records a score against a scoring framework.
- [Get a score](https://docs.metal.ai/api-reference/scores/get-a-score.md): Retrieves a single score by id.
- [Delete a score](https://docs.metal.ai/api-reference/scores/delete-a-score.md): Deletes a score by id.
- [List scores for a company](https://docs.metal.ai/api-reference/scores/list-scores-for-a-company.md): Returns scores associated with a company.
- [List scoring frameworks](https://docs.metal.ai/api-reference/scores/list-scoring-frameworks.md): Returns scoring frameworks in your organization.
- [Get a scoring framework](https://docs.metal.ai/api-reference/scores/get-a-scoring-framework.md): Retrieves a scoring framework by id.
- [List screenings](https://docs.metal.ai/api-reference/screening/list-screenings.md): Returns screenings in your organization.
- [Create a screening](https://docs.metal.ai/api-reference/screening/create-a-screening.md): Creates a new screening.
- [Get a screening](https://docs.metal.ai/api-reference/screening/get-a-screening.md): Retrieves a single screening by id.
- [Update a screening](https://docs.metal.ai/api-reference/screening/update-a-screening.md): Updates an existing screening.
- [Delete a screening](https://docs.metal.ai/api-reference/screening/delete-a-screening.md): Deletes a screening by id.
- [Search screenings](https://docs.metal.ai/api-reference/screenings/search-screenings.md): Returns screenings ranked by relevance to a query.
- [List screenings for a company](https://docs.metal.ai/api-reference/screenings/list-screenings-for-a-company.md): Returns screenings associated with a company.
- [List screenings for a deal](https://docs.metal.ai/api-reference/screenings/list-screenings-for-a-deal.md): Returns screenings associated with a deal.
- [List lists](https://docs.metal.ai/api-reference/lists/list-lists.md): Returns the lists in your organization.
- [Create a list](https://docs.metal.ai/api-reference/lists/create-a-list.md): Creates a new list.
- [Get a list](https://docs.metal.ai/api-reference/lists/get-a-list.md): Retrieves a single list by id, including its column configuration.
- [Update a list](https://docs.metal.ai/api-reference/lists/update-a-list.md): Updates a list's metadata.
- [Delete a list](https://docs.metal.ai/api-reference/lists/delete-a-list.md): Deletes a list by id.
- [List entries](https://docs.metal.ai/api-reference/lists/list-entries.md): Returns the entries (rows) in a list.
- [Add an entry](https://docs.metal.ai/api-reference/lists/add-an-entry.md): Adds a resource to a list as a new entry.
- [Get a list entry](https://docs.metal.ai/api-reference/lists/get-a-list-entry.md): Retrieves a single entry from a list.
- [Update a list entry](https://docs.metal.ai/api-reference/lists/update-a-list-entry.md): Updates an entry in a list.
- [Delete a list entry](https://docs.metal.ai/api-reference/lists/delete-a-list-entry.md): Removes an entry from a list.
- [Enrich a list](https://docs.metal.ai/api-reference/lists/enrich-a-list.md): Triggers enrichment for all entries in a list.
- [List tags](https://docs.metal.ai/api-reference/tag/list-tags.md): Returns tags in your organization.
- [Create a tag](https://docs.metal.ai/api-reference/tag/create-a-tag.md): Creates a new tag.
- [Get a tag](https://docs.metal.ai/api-reference/tag/get-a-tag.md): Retrieves a single tag by id.
- [Update a tag](https://docs.metal.ai/api-reference/tag/update-a-tag.md): Updates an existing tag.
- [Delete a tag](https://docs.metal.ai/api-reference/tag/delete-a-tag.md): Deletes a tag by id.
- [List industries](https://docs.metal.ai/api-reference/industry/list-industries.md): Returns industries in your organization.
- [Create an industry](https://docs.metal.ai/api-reference/industry/create-an-industry.md): Creates a new industry.
- [Get an industry](https://docs.metal.ai/api-reference/industry/get-an-industry.md): Retrieves a single industry by id.
- [Update an industry](https://docs.metal.ai/api-reference/industry/update-an-industry.md): Updates an existing industry.
- [Delete an industry](https://docs.metal.ai/api-reference/industry/delete-an-industry.md): Deletes an industry by id.
- [List sectors](https://docs.metal.ai/api-reference/sector/list-sectors.md): Returns sectors in your organization.
- [Create a sector](https://docs.metal.ai/api-reference/sector/create-a-sector.md): Creates a new sector.
- [Get a sector](https://docs.metal.ai/api-reference/sector/get-a-sector.md): Retrieves a single sector by id.
- [Update a sector](https://docs.metal.ai/api-reference/sector/update-a-sector.md): Updates an existing sector.
- [Delete a sector](https://docs.metal.ai/api-reference/sector/delete-a-sector.md): Deletes a sector by id.
- [List subsectors](https://docs.metal.ai/api-reference/subsector/list-subsectors.md): Returns subsectors in your organization.
- [Create a subsector](https://docs.metal.ai/api-reference/subsector/create-a-subsector.md): Creates a new subsector.
- [Get a subsector](https://docs.metal.ai/api-reference/subsector/get-a-subsector.md): Retrieves a single subsector by id.
- [Update a subsector](https://docs.metal.ai/api-reference/subsector/update-a-subsector.md): Updates an existing subsector.
- [Delete a subsector](https://docs.metal.ai/api-reference/subsector/delete-a-subsector.md): Deletes a subsector by id.
- [List workflows](https://docs.metal.ai/api-reference/workflows/list-workflows.md): Returns the workflows in your organization.
- [Create a workflow](https://docs.metal.ai/api-reference/workflows/create-a-workflow.md): Creates a new workflow definition.
- [Get a workflow](https://docs.metal.ai/api-reference/workflows/get-a-workflow.md): Retrieves a single workflow definition by id.
- [Update a workflow](https://docs.metal.ai/api-reference/workflows/update-a-workflow.md): Updates a workflow definition.
- [Delete a workflow](https://docs.metal.ai/api-reference/workflows/delete-a-workflow.md): Deletes a workflow by id.
- [Trigger a workflow run](https://docs.metal.ai/api-reference/workflows/trigger-a-workflow-run.md): Starts a new run of the workflow with the provided input. Runs are asynchronous; poll the run to track completion.
- [List workflow runs](https://docs.metal.ai/api-reference/workflows/list-workflow-runs.md): Returns runs for a workflow, newest first.
- [List all workflow runs](https://docs.metal.ai/api-reference/workflows/list-all-workflow-runs.md): Returns workflow runs across your organization, newest first.
- [Get a workflow run](https://docs.metal.ai/api-reference/workflows/get-a-workflow-run.md): Retrieves a single workflow run by id, including its status and output.
- [Update a workflow run](https://docs.metal.ai/api-reference/workflows/update-a-workflow-run.md): Partially updates a workflow run. Use this endpoint to rename a run by setting `title` (1–120 characters). You must be able to open the run.
- [Cancel a workflow run](https://docs.metal.ai/api-reference/workflows/cancel-a-workflow-run.md): Cancels a running or queued workflow run.
- [Retry a workflow run](https://docs.metal.ai/api-reference/workflows/retry-a-workflow-run.md): Retries a failed workflow run. The retry inherits the source run's `dryRun` setting, so retrying a dry run produces another dry run.
- [Run an LLM completion](https://docs.metal.ai/api-reference/inference/run-an-llm-completion.md): Runs a single LLM completion: one prompt in, one text (or schema-constrained JSON) result out. No tools and no agent loop. The completion runs under your API key's organization and its rate limits.
- [Get a metric series](https://docs.metal.ai/api-reference/data/get-a-metric-series.md): Returns a time series of metric observations for a resource and key.
- [Get an observation](https://docs.metal.ai/api-reference/data/get-an-observation.md): Resolves the best observation value for a resource and key.
- [List available metrics](https://docs.metal.ai/api-reference/data/list-available-metrics.md): Returns the metric keys available for a resource.
- [Query a metric series](https://docs.metal.ai/api-reference/data/query-a-metric-series.md): Returns a metric time series with advanced period and candidate filters.
- [Batch resolve observations](https://docs.metal.ai/api-reference/data/batch-resolve-observations.md): Resolves up to 32 observations in a single request.
- [List API keys](https://docs.metal.ai/api-reference/api-keys/list-api-keys.md): Returns metadata for every API key in your organization. Secret values are never returned after creation.
- [Create an API key](https://docs.metal.ai/api-reference/api-keys/create-an-api-key.md): Creates a new API key. The secret `key` is returned only once in this response, so store it securely.
- [Get current API key](https://docs.metal.ai/api-reference/api-keys/get-current-api-key.md): Returns metadata for the API key used to authenticate this request.
- [Delete an API key](https://docs.metal.ai/api-reference/api-keys/delete-an-api-key.md): Revokes an API key immediately. The key stops working within a short cache window.
- [List teams](https://docs.metal.ai/api-reference/team/list-teams.md): Returns teams in your organization.
- [Create a team](https://docs.metal.ai/api-reference/team/create-a-team.md): Creates a new team.
- [Get a team](https://docs.metal.ai/api-reference/team/get-a-team.md): Retrieves a single team by id.
- [Update a team](https://docs.metal.ai/api-reference/team/update-a-team.md): Updates an existing team.
- [Delete a team](https://docs.metal.ai/api-reference/team/delete-a-team.md): Deletes a team by id.
- [List team members](https://docs.metal.ai/api-reference/teams/list-team-members.md): Returns users who are members of a team.
- [List workspaces](https://docs.metal.ai/api-reference/workspace/list-workspaces.md): Returns workspaces in your organization.
- [Create a workspace](https://docs.metal.ai/api-reference/workspace/create-a-workspace.md): Creates a new workspace.
- [Get a workspace](https://docs.metal.ai/api-reference/workspace/get-a-workspace.md): Retrieves a single workspace by id.
- [Update a workspace](https://docs.metal.ai/api-reference/workspace/update-a-workspace.md): Updates an existing workspace.
- [Delete a workspace](https://docs.metal.ai/api-reference/workspace/delete-a-workspace.md): Deletes a workspace by id.
- [Search workspaces](https://docs.metal.ai/api-reference/workspaces/search-workspaces.md): Returns workspaces ranked by relevance to a query.
- [Metal user guide: get oriented and find your way](https://docs.metal.ai/help/index.md): Start here to learn the Metal app — navigation, key concepts, working with deals, admin setup, integrations, and how to reach support.
- [Navigating Metal](https://docs.metal.ai/help/navigating.md): Get around the Metal app: the sidebar for records and workflows, the command palette search, the chat assistant, and your account menu.
- [Key concepts](https://docs.metal.ai/help/concepts.md): Plain-language guide to Metal's building blocks: companies, deals, and people, plus files, lists, enrichment and scoring, workflows, and skills.
- [Changelog](https://docs.metal.ai/help/changelog.md): Product updates in Metal: new features, updates, and bug fixes across lists, scoring, DDQs, chat, workflows, and integrations.
- [Working with companies](https://docs.metal.ai/help/companies.md): Create companies in Metal, add folders and files, read enriched company profiles, and resolve possible duplicates in the admin duplicate review queue.
- [Work with portfolio companies](https://docs.metal.ai/help/work-with-portfolio-companies.md): Designate portfolio companies and add-ons, filter the company list, and use dashboards, lists, and workflows to follow companies after close.
- [Working with deals](https://docs.metal.ai/help/deals.md): Create deals, set acquisition type, link target companies, track stages on the Active Pipeline, assign owners and assignees, and attach documents in Metal.
- [Work in business development](https://docs.metal.ai/help/work-in-business-development.md): Use Metal's deal pipeline, CIM Library, lists, people, and workflows to source, screen, and qualify opportunities.
- [Working with people](https://docs.metal.ai/help/people.md): Find your firm's contacts, link them to companies, and organize them with contact types and tags.
- [Files & documents](https://docs.metal.ai/help/documents.md): Upload CIMs, financials, and memos to Metal, check file size limits, unlock password-protected files, search documents, and correct document type badges.
- [Working with lists](https://docs.metal.ai/help/lists.md): Group companies, people, deals, documents, CIMs, limited partners, or fundraising processes into lists and enrich or compute columns.
- [Investor relations: funds, LPs, fundraising](https://docs.metal.ai/help/investor-relations.md): Track funds, limited partners, and fundraising processes in Metal — including the Investor Pipeline board, detail pages, lists, and fundraising taxonomy.
- [Run investor relations and fundraising in Metal](https://docs.metal.ai/help/run-fundraising.md): Use Metal to manage your LP pipeline, enrich contacts, prepare for meetings, answer DDQs, and coordinate investor requests.
- [Answer a DDQ or RFP](https://docs.metal.ai/help/answer-ddqs.md): Prepare trusted answer sources, run Metal's DDQ Solver, review retrieved answers and citations, and export the completed questionnaire.
- [Searching in Metal](https://docs.metal.ai/help/search.md): Find records with the command palette, search document contents with Files search, know when to use chat instead, and schedule follow-up messages in chat.
- [Run and review Metal AI workflows](https://docs.metal.ai/help/workflows.md): Use the Metal workflow hub to find, filter, run, and review AI workflows in Table or Board view, and open each workflow's runs and steps.
- [Use and share Metal skills](https://docs.metal.ai/help/skills.md): Encode repeatable playbooks as Skills, invoke them in chat, and move them between environments as portable .skill files.
- [Enrichment](https://docs.metal.ai/help/enrichment.md): Let Metal enrich companies and people with AI: pick properties to enrich automatically, enrich a list in bulk, and view or override enriched field values.
- [Building org-wide dashboards](https://docs.metal.ai/help/dashboards.md): Create free-standing dashboards in Metal, add widgets from the gallery or by composing your own, and share them with users, teams, or your whole org.
- [Onboarding your workspace](https://docs.metal.ai/help/admin/onboarding.md): Follow the admin checklist in Settings → Setup to set up a new Metal workspace: connect file storage and CRM, add your team, and configure your taxonomy.
- [Adding & managing users](https://docs.metal.ai/help/admin/users.md): Request new members, create placeholder users, remove members, and organize people into teams.
- [Roles & permissions](https://docs.metal.ai/help/admin/roles.md): Compare the Member, Power, and Admin roles in Metal, see what each can access, and request a role change from Settings → Members or support.
- [Workspace settings](https://docs.metal.ai/help/admin/settings.md): Find your way around Metal's settings — personal preferences, firm-wide configuration, integrations, taxonomy, and organization management.
- [Set up NDA Library](https://docs.metal.ai/help/admin/nda-library.md): Turn your firm's NDA checklist or playbook into a repeatable NDA review and negotiation workflow with the NDA Policy Compiler and NDA Library.
- [Deal Profiles](https://docs.metal.ai/help/admin/deal-profiles.md): Understand how Metal groups your firm's deal history and uses those groups for similar deals, similar companies, and benchmarking.
- [Managing dashboards as an admin](https://docs.metal.ai/help/admin/dashboards.md): Edit layouts, sharing, and org-wide visibility, add widgets through the assistant, and enable automatic refresh across your firm's dashboards.
- [Taxonomy: stages, statuses, and labels](https://docs.metal.ai/help/admin/taxonomy.md): Configure the deal stages, fundraising stages, statuses, industries, sectors, and tags Metal uses to classify companies, deals, and people.
- [Custom attributes](https://docs.metal.ai/help/admin/custom-attributes.md): Define firm-specific fields Metal tracks on companies, deals, people, and activities, including field keys, types, and how edits behave.
- [Enable and connect Metal integrations](https://docs.metal.ai/help/integrations/overview.md): Connect Metal to your firm's file storage, CRM, Microsoft Exchange mailboxes, and market data sources through admin and per-user connections.
- [CRM integration](https://docs.metal.ai/help/integrations/crm.md): Connect Metal to your CRM to sync companies, deals, and activities, and write mapped edits back to DealCloud or Salesforce.
- [File storage integration](https://docs.metal.ai/help/integrations/file-storage.md): Connect file storage so documents flow into Metal and become searchable.
- [Microsoft Exchange integration: mail, calendar, contacts](https://docs.metal.ai/help/integrations/exchange.md): Connect your Microsoft Exchange mailbox to ingest mail, calendar events, and contacts into Metal and use the same live mailbox tools as Outlook in chat.
- [External MCP servers](https://docs.metal.ai/help/integrations/mcp.md): Connect third-party MCP servers to Metal using OAuth discovery, Dynamic Client Registration, static OAuth clients, bearer API keys, or no authentication.

## OpenAPI Specs

- [openapi](/api-reference/openapi.json)


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