Connect The Org to your AI agent

CRM 8 actions available

The Org provides company org charts, people and position search, manager lookup, lead lists, and account usage data.

We set up the connection using your own The Org account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in The Org

Each one is a real action the agent can take on its own, the same things a person clicking around The Org could do. Read-only by default; write actions are confirmed against your policy.

  • Estimate Position Search Cost Estimate the credits required for one page of a position search without consuming credits. Use the same limit, offset, and filters with Search Positions if the estimate is acceptable.
  • Get Current Usage Return the connected account's current credit allowance, billing interval, reset date, additional credits, overages, and unlimited status.
  • Get Manager WARNING: Each successful lookup costs 1 credit. Find a person's org-chart manager by work email or LinkedIn profile URL.
  • Get Org Chart Return a company's current v1.2 org chart or board as a flat node list. A successful request costs 10 credits, although repeats for the same company within 24 hours are not charged again.
  • Get Usage History Return daily or monthly historical usage for one API product over an inclusive date range.
  • List People Lists Return people and lead lists owned by or shared with the connected account, one page at a time.
  • Search Companies Find companies by name, domain, or email without consuming credits. Provide at least one search identifier; prefer one when possible.
  • Search Positions Search people and positions using company, role, hierarchy, location, funding, and contact filters. This request consumes 1 credit per returned row; call Estimate Position Search Cost first when cost matters. Returns on…
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in The Org, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

The Org questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions The Org's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put The Org to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all connections

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