Merge

Merge Subpackage Leads API

The subpackage_leads API from Merge — 4 operation(s) for subpackage_leads.

Documentation GitHub OpenAPI

Business capability

Opportunity & Pipeline Management BC-410.30

Operations 5

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /crm/v1/leads List CRM leads · List #

Ask an LLM

“Can I pull all leads owned by a particular sales rep from a customer's CRM?”

“Which leads were converted into a given account or contact?”

Tell an agent

List leads owned by {owner_id}.

Find leads with email {email_addresses}.

POST /crm/v1/leads Create a CRM lead · Create #

Ask an LLM

“How do I add a new lead to a customer's CRM?”

“Can lead creation be queued to run asynchronously?”

Tell an agent

Create lead {model} in linked account {account_token}.

Add a new sales lead with {model}.

GET /crm/v1/leads/{id} Get a CRM lead · Retrieve #

Ask an LLM

“What company, source and owner are recorded on one lead?”

“Can I include custom remote fields when fetching a single lead?”

Tell an agent

Get lead {id}.

Fetch lead {id} with {expand} expanded.

GET /crm/v1/leads/meta/post Get fields for creating leads · Meta Post Retrieve #

Ask an LLM

“Which fields does a CRM integration require when creating a lead?”

“What can I set on a new lead for a given CRM?”

Tell an agent

Show lead POST metadata for linked account {account_token}.

Describe the create fields for new leads.

GET /crm/v1/leads/remote-field-classes List custom field definitions for leads · Remote Field Classes List #

Ask an LLM

“What custom fields are defined on leads in a customer's CRM?”

“Can I list only the non-standard lead field classes?”

Tell an agent

List lead remote field classes for account {account_token}.

Show lead field classes where custom is {is_custom}.

Documentation

https://docs.merge.dev/merge-unified/hris/overview

https://docs.merge.dev/merge-unified/ats/overview

https://docs.merge.dev/merge-unified/accounting/overview

https://docs.merge.dev/merge-unified/ticketing/overview

https://docs.merge.dev/merge-unified/crm/overview

https://docs.merge.dev/merge-unified/filestorage/overview

https://docs.merge.dev/merge-unified/knowledge-base/overview

https://docs.merge.dev/merge-unified/chat/overview

https://docs.merge.dev/merge-agent-handler/agent-handler

https://docs.merge.dev/merge-gateway/api-overview

Specifications

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/openapi/merge-subpackage-leads-api-openapi.yml

Schemas & Data

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/hris-api-employee-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/hris-api-employee-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/ats-api-candidate-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/ats-api-application-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/ats-api-candidate-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/accounting-api-invoice-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/accounting-api-invoice-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/ticketing-api-ticket-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/ticketing-api-ticket-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/crm-api-opportunity-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/crm-api-opportunity-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/file-storage-api-file-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/file-storage-api-file-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/knowledge-base-api-article-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/knowledge-base-api-article-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/chat-api-message-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/chat-api-message-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/agent-handler-tool-pack-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/agent-handler-tool-pack-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/gateway-response-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/gateway-response-structure.json

Other Resources

https://www.merge.dev/categories/hr-payroll-api

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-hris-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/hris-api-employee-example.json

https://www.merge.dev/categories/ats-recruiting-api

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-ats-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/ats-api-candidate-example.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/ats-api-application-example.json

https://www.merge.dev/categories/accounting-api

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-accounting-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/accounting-api-invoice-example.json

https://www.merge.dev/categories/ticketing-api

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-ticketing-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/ticketing-api-ticket-example.json

https://www.merge.dev/categories/crm-api

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-crm-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/crm-api-opportunity-example.json

https://www.merge.dev/categories/file-storage-api

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-file-storage-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/file-storage-api-file-example.json

https://www.merge.dev/categories/knowledge-base

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-knowledge-base-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/knowledge-base-api-article-example.json

https://www.merge.dev/categories/chat

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-chat-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/chat-api-message-example.json

https://www.merge.dev/merge-agent-handler

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-agent-handler-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/agent-handler-tool-pack-example.json

https://help.ah.merge.dev/

https://www.merge.dev/gateway

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-gateway-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/gateway-response-example.json

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OpenAPI Specification

openapi: 3.2.0
info:
  title: CRM Subpackage Leads API
  version: 1.0.0
servers:
- url: https://api.merge.dev/api
- url: https://api-eu.merge.dev/api
- url: https://api-ap.merge.dev/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/openapi/merge-subpackage-leads-api-openapi.yml