Find and add people and organizations

1. Find a contact

Open Contacts in the sidebar. It opens on People; switch to Organizations beside it. Press a name to open its page.

A person's page shows their details, the deals they are the contact on, their timeline, and their local time where it is known. An organization's page shows the people at the company and the deals with it.

2. Add a person or an organization

On People, press Add a person. Only a name is needed now; you can add the rest later. Press Add person. If someone you can see already has that email address, you are told first and can press Open, Merge or Add anyway. Companies and leads check the same way.
On Organizations, press Add an organization, give a name and, if you like, the web domain. Press Add organization.

People and organizations are also added when you import a file, and can be suggested from email.

3. Edit, log and plan

From a person's or organization's page you can change its details, Log a call, meeting or note that happened, and Plan an activity.

To open a person's LinkedIn profile in one click and log your LinkedIn messages with them, link their profile.

4. Archive

Use Archive on a person's or organization's page to take it out of the lists without deleting it.

To archive several people at once, tick them in the People list and press Archive in the bar that appears. It asks you to confirm how many. All of them are archived or none is, and one undo in History brings them all back.

5. Merge duplicates

On People, press Possible duplicates. It lists pairs that share an email address, or have the same name at the same organization.
For each pair, press Keep this one on the contact to keep. The other is merged into it. Or press Not the same person to set the pair aside.
Check which contact stays and which is merged into it. Each shows its email, organization, owner and the day it was created, so two contacts with one name can be told apart. Then check what the merge would do, and press the merge button, which names the contact you are keeping.

Organizations work the same way: on Organizations, press Possible duplicates, which lists companies that share a web domain or a name. Use Not the same company to set a pair aside.

You can also merge from a person's page: Merge a duplicate into this contact, pick the duplicate, and press Show what the merge would do.

Nothing is deleted in a merge. You can undo it from History.

6. For an AI agent

Call each operation as POST /api/op/<name>@1 with {"input": {...}}, using a key that can change records (API keys).

user.me.read returns the id every create needs as owner_id.
record.search matches only the start of a name, address or domain: a surname alone finds nothing. It is also the only way to list organizations, with types set to ["organization"].
person.create, person.update, person.list, person.record.read; the same four for organization, except organization.list.
customfield.list returns each key, the label as typed in Fields. customfield.define adds one. Values go in custom_fields.
person.duplicates.read, person.merge with person_id (kept) and absorbed_person_id; organization.duplicates.read, organization.merge.
person.archive, person.unarchive, organization.archive, organization.unarchive.
deal.list with primary_contact_id, activity.list with person_id and period set to all, interaction.log for a note or call.

A refusal carries a key, not a sentence. Notes, calls and mail on a contact cannot be read through a key: no operation lists them (read 2026-10-23).