List the firm's compact CRM directory
Returns active managed companies plus onboarding prospects. Once the firm connects Stripe, Stripe is the only fee source: linked and onboarding-created subscriptions are totaled from LedgerHQ's mirror of Stripe as a monthly equivalent in feeAmountCents and monthlyFeeCents (feeSource=stripe), and companies without a Stripe subscription return feeSource=not_linked with a null fee. Firms without Stripe use engagement letters and onboarding packages (feeSource=engagement or package). Unread, usage-based, or mixed-currency Stripe amounts return null with stripeFeeState rather than an invented total. Supports search, tags, groups, onboarding status, fee sorting, and pagination. Fees resolve before sorting and pagination.
Request
- Base URL: https://ledgerhq.pro/api/v1
- URL: https://ledgerhq.pro/api/v1/firm/crm
- Auth: one of:
- HTTP bearer and API key in header x-organization-id
- HTTP bearer and API key in header x-organization-id
Query parameters
Response
CRM directory page
Changes
No recorded changes to this operation across all 5 revisions of this API.