Companies, pulse & vault

Companies are the CRM spine for clients. Pulse answers “what is going on with this account?” without hunting boards.

Companies

Account pulse

GET /v1/companies/:id/pulse (staff only)

Returns a snapshot for account managers: waiting on client (pending design reviews, unanswered tickets, card approvals), active projects / open tickets, retainer burn from linked projects, and quiet signals (days since meaningful client activity).

Client Vault

GET /v1/companies/:id/vault (staff only; API keys need companies scope)

Bounded context pack for humans and AI: vault profile, pulse, pins, recent notes, projects, and a soft Styrar posts/planning slice when the company is bound. Not unbounded file RAG.

curl "$API/v1/companies/$COMPANY_ID/vault" \
-H "Authorization: Bearer fel_..."

const { data } = await fetch(
`${API}/v1/companies/${companyId}/vault`,
{ headers: { Authorization: `Bearer ${apiKey}` } },
).then((r) => r.json())
console.log(data.vault)

import requests
print(requests.get(
f"{API}/v1/companies/{company_id}/vault",
headers=headers,
).json())

Pipeline (related)

Deals attach to companies. Fields include value/currency, owner, primary contact, expected close, follow-up, and notes. Attachments use the same presign/confirm flow as kanban. When a deal is won, convert it into a delivery project:

Emits deal.won for Slack / outbound webhooks when conversion succeeds. Due follow-ups notify the deal owner via the worker.