List all companies associated with your firm.

Args: page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100) ids: Filter by specific company IDs

Get a specific company by ID.

Args: company_id: The unique identifier for the company

Search companies by various criteria.

Args: name_contains: Filter companies containing this text in their name sector: Filter companies by sector city: Filter companies by city page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100)

Get metrics for a specific company.

Args: company_id: The unique identifier for the company from_date: Start date for metrics (inclusive) to_date: End date for metrics (inclusive) category: Filter by metric category cadence: Filter by metric cadence (daily, monthly, etc.) include_budgets: Include budget metrics in results page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100)

Get available metric categories and options.

Args: category_name: Filter by specific category name is_standard: Filter by standard vs custom metrics page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100)

List all budgets associated with your firm.

Args: company_slug: Filter by company slug company_id: Filter by company ID page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100)

Get custom column data for companies.

Args: company_slug: Filter by company slug company_id: Filter by company ID page: Page number for pagination (default: 1) per_page: Results per page (default: 30, max: 100)

Get all custom columns and their available options.

Args: page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100)

List all documents associated with your firm.

Args: company_id: Filter by company ID parse_state: Filter by document parse state from_date: Start date filter (inclusive) to_date: End date filter (inclusive) source: Filter by document source page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100)

List all funds associated with the firm.

Args: page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100)

List all information requests associated with the firm.

Args: name: Filter by request name page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100)

List all information reports associated with the firm.

Args: company_id: Filter by company ID information_request_id: Filter by information request ID page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100)

List all notes associated with a specific company.

Args: company_slug: Filter by company slug company_id: Filter by company ID sort_by: Sort notes by specific field page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100)

List all users associated with your firm.

Args: email: Filter by user email page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100)

Get a comprehensive portfolio summary including companies, funds, and key metrics.

Args: company_ids: Specific company IDs to include (if None, includes all companies) max_companies: Maximum number of companies to include metrics for (if None, includes all) include_metrics: Whether to fetch metrics for each company (default: True) metrics_per_company: Number of recent metrics to fetch per company (default: 50) (up to 100)

Get comprehensive performance data for a specific company.

Args: company_id: The unique identifier for the company months: Number of months of historical data to include

Get a financial summary for a company including key metrics over time.

Args: company_id: The unique identifier for the company months: Number of months of historical data to include

Get the most recent metrics for a company.

Args: company_id: The unique identifier for the company category: Filter by specific metric category limit: Maximum number of recent metrics to return

Get a summary of notes for a company.

Args: company_id: The unique identifier for the company recent_notes_limit: The number of recent notes to return. Max 100.