Caplia

Search Caplia for companies in the caller's pipeline by name. Returns up to 25 matches with id, name, website, industry, and stage. Use this to find a company before fetching its full profile.

List companies in the caller's pipeline. Supports cursor pagination (`cursor` from the previous response's `next_cursor`) and filtering by `stage` or by named `view`. Use `limit` (default 25, max 100) to bound the page size.

Fetch the full profile of one company by UUID: name, problem statement, industry, stage, website, founders, fundraising round, etc.

Get the CRI score and per-thesis match scores for a company. Returns `{ cri: { score, scored_at, domains }, thesis_matches: [{ thesis_id, thesis_name, match_score, thesis_fit_score, scoring_status }] }` — one entry per investment thesis of the key's team (a team with several theses gets several entries). `match_score` is the headline number shown on the portal's deal card; `thesis_fit_score` is the secondary mandate-fit gauge.

Get traction and key metrics for a company: revenue, growth, headcount, fundraising round milestones, etc.

List all data-room documents attached to a company: pitch decks, financial models, founder updates, term sheets. Each entry has id, name, folder, type, size, and created_at.

Get a 1-hour signed download URL for a specific data-room document. The agent can fetch the bytes directly from the returned URL — file content does not pass through the API.

List the active investment theses of the team this API key belongs to, with their descriptions. Useful for an agent that's reasoning about whether a deal fits a thesis.

List the team's custom properties with their `type` and selectable options. Types: `select` (answer with ONE option label/id), `multi_select` (answer with an ARRAY of option labels/ids — e.g. several award categories), `text` (answer with a freeform string, e.g. an application-form question like "What gives you an unfair advantage?"; options is empty). Properties are configured per team in the Caplia Staff Console, so call this before caplia_submit_deck when you want to tag a submission — pass answers via its `properties` argument using option ids (rename-proof) or labels.

List the team's configured pipeline views (e.g. Deal Flow, My Pipeline, Screening). Each view has a key that can be used as the `view` argument on caplia_list_companies.

Fetch the companies belonging to a named pipeline view (e.g. `deal-flow`, `my-pipeline`).

Poll the status of an async job (typically the result of a deck submission). Returns `{ status, company_id, results, errors }`. Recommended polling cadence: every 3 seconds.

Submit a pitch deck (PDF) to the caller's Caplia pipeline. The deck flows through the same intake pipeline as web uploads and email forwards: text extraction → company shell creation → CRI scoring → thesis matching. Returns `{ job_id, status: "queued", poll_url }` immediately; use `caplia_get_job` with the returned id to watch the company and scores land (typically 30s-2min). Requires a key with the `write` scope.