Deals

A deal is an opportunity your team is working, such as a sale, a renewal, or an engagement, with one counterparty: a contact or an organization. Every deal sits in a stage of a pipeline. Moving it to a won or lost stage closes it; moving it back to an open stage reopens it. Use this resource to track deals and report on them.

A deal is visible to your key exactly when its pipeline is, and anyone who can see a deal can edit or delete it. Carom records every stage move, whether a person made it or an agent did.

Carom’s deal agent, auto_deal, reads incoming email and proposes new deals and stage moves as proposals. It works the pipelines whose dealmaker_enabled is true, and runs only while its agent configuration is enabled.

#The deal object

Returned by every deal endpoint. Retrieving a single deal adds activity previews and the stage history; updating one returns the stage history too.

Attributes

idstring · uuid

Unique identifier for the deal.
namestring
descriptionstring · nullable
statusstring

The outcome of the deal’s current stage. You change it by moving the deal to another stage, not directly.

openwonlost
amountnumber · nullable

What the deal is worth, in currency. Zero or more, and less than 10,000,000,000,000.
currencystring

ISO 4217 code for amount, such as USD, the default.
expected_close_datestring · date · nullable

The day your team expects the deal to close.
closed_atstring · date-time · nullable

When the deal entered a won or lost stage. Null while the deal is open.
lost_reasonstring · nullable

Why the deal was lost. Cleared when the deal moves to an open or won stage.
pipeline_idstring · uuid

The pipeline the deal belongs to. Set when the deal is created and never changes.
pipeline_stage_idstring · uuid

The stage the deal is in, one of the pipeline’s stages.
contact_idstring · uuid · nullable

The counterparty, when it is a person. Exactly one of contact_id and organization_id is set.
organization_idstring · uuid · nullable

The counterparty, when it is an organization.
contactobject · nullable

A summary of the counterparty contact. Null when the counterparty is an organization or when the contact isn’t visible to your key.
Show 7 child attributesHide child attributes
- idstring · uuid
- namestring · nullable
- contact_typestring
  As on the contact object.
- globalboolean · nullable
  True for a global contact, visible to the whole account; false for a personal one.
- user_idstring · uuid · nullable
  The user who owns the contact.
- backgroundstring · nullable
  Free-form notes about the person.
- avatarobject · nullable
  The contact’s picture, as on the contact object.
organizationobject · nullable

A summary of the counterparty organization. Null when the counterparty is a contact.
Show 5 child attributesHide child attributes
- idstring · uuid
- namestring · nullable
- descriptionstring · nullable
- domainstring · nullable
- logoobject · nullable
owner_user_idstring · uuid · nullable

The user responsible for the deal. Null when the deal has no owner.
created_by_user_idstring · uuid · nullable
pinnedboolean · nullable

Whether your key’s user has pinned this deal.
created_atstring · date-time
updated_atstring · date-time
tagsarray of tags · nullable

Tags applied to this deal.
transitionsarray of objects

The deal’s stage history, oldest first. The first entry records the stage the deal was created in. Present only on Retrieve and Update responses.
Show 8 child attributesHide child attributes
- idstring · uuid
- from_stageobject · nullable
  The stage the deal left, with its id, name, and position. Null on the first entry. position is null for a stage that has since been removed.
- to_stageobject
  The stage the deal entered, with the same fields.
- directionstring · nullable
  
  Whether the move went later or earlier in the pipeline, judged by the stages’ current positions. Null on the first entry and when either stage has since been removed.
  
  forwardbackward
- occurred_atstring · date-time
- changed_by_user_idstring · uuid · nullable
  The user who made the move, or on whose behalf the proposal that made it was applied.
- proposal_idstring · uuid · nullable
  The proposal that made the move. Null for moves a person made directly. The id stays set after the proposal is deleted.
- agentstring · nullable
  
  The agent that wrote that proposal, such as the deal agent. Null for moves a person made directly.
  
  assistantauto_dealauto_task
counts, tasks, events

Activity previews, present only on Retrieve a deal.

The deal object

{
  "id": "8f2b6d4a-1c9e-4a7b-b3d5-0e6f8a2c4d17",
  "name": "Wildgrove portfolio renewal",
  "description": "Three-year renewal covering all 14 Wildgrove properties.",
  "status": "open",
  "amount": 48000.0,
  "currency": "USD",
  "expected_close_date": "2026-10-15",
  "closed_at": null,
  "lost_reason": null,
  "pipeline_id": "5e8a1c3f-7b2d-4f6e-a9c0-3d1b7e4f2a86",
  "pipeline_stage_id": "c3e6a9b4-5d8f-4cab-9e3b-7f4dab2c6e93",
  "contact_id": null,
  "organization_id": "6b0e2d9a-4c31-4f8e-a7d2-90c4e1b7f5a3",
  "contact": null,
  "organization": {
    "id": "6b0e2d9a-4c31-4f8e-a7d2-90c4e1b7f5a3",
    "name": "Wildgrove Property Management",
    "description": "Manages residential and mixed-use buildings in the East Bay.",
    "domain": "wildgrove.example",
    "logo": null
  },
  "owner_user_id": "9c41d2e8-3f6a-4b7c-8d1e-5a2f7b9c0d3e",
  "created_by_user_id": "9c41d2e8-3f6a-4b7c-8d1e-5a2f7b9c0d3e",
  "pinned": false,
  "created_at": "2026-09-02T17:20:05.006Z",
  "updated_at": "2026-09-16T15:02:44.646Z",
  "tags": [
    {
      "id": "0f1e2d3c-4b5a-4968-8776-655443322110",
      "name": "Customer",
      "color": "#66b185",
      …
    }
  ]
}

get/deals Read key

#List deals

Returns the deals visible to your key, 50 per page by default, newest first. Filter by pipeline, stage, status, counterparty, owner, dates, or tags. All filters combine with AND.

This list uses page-number pagination.

Query parameters

slicestring

A preset view. mine: deals your key’s user owns. open: open deals. closing-soon: open deals with an expected close date no more than 30 days away, including overdue ones, sorted by expected_close_date, earliest first. closed: won and lost deals, most recently closed first.

mineopenclosing-soonclosed
querystring

Match against deal names and descriptions. At most 500 characters.
pipeline_idstring

Comma-separated pipeline ids.
pipeline_stage_idstring

Comma-separated stage ids.
statusstring

Comma-separated statuses, such as won,lost.

openwonlost
contact_idstring · uuid

Deals whose counterparty is this contact.
organization_idstring · uuid

Deals whose counterparty is this organization.
contact_ids, organization_idsstring

Comma-separated ids. A deal matches if its counterparty is any of the listed contacts or any of the listed organizations.
owner_user_idstring

Comma-separated user ids.
expected_close_beforestring · date

Deals expected to close on or before this day.
closed_afterstring · date

Deals closed on or after this day.
started_after, started_beforestring · date

Deals created on or after, or on or before, this day, as YYYY-MM-DD.
tagsstring

Comma-separated tag ids, at most 50. A deal matches if it carries any of them.
pageintegerdefault 1
per_pageintegerdefault 50

At most 100; larger values are reduced to 100.

Returns

collectionobject

A page of deals and where it sits in the full list.
Show 8 child attributesHide child attributes
- recordsarray of deals
  
  Up to per_page deals, without transitions.
- pageinteger
- per_pageinteger
- total_resultsinteger · nullable
  
  Deals matching the filters, across all pages.
- pagesinteger · nullable
- sortstring
  
  The field the list is sorted by: created_at, or expected_close_date and closed_at for the closing-soon and closed slices.
- orderstring
- slice_keystring · nullable
  
  The slice you sent, echoed back. Null when you sent none.

Errors

400invalid_requestA parameter is malformed, for example an id that isn’t a UUID, an unknown slice or status, a date not in ISO 8601 form, or a query longer than 500 characters.

get/deals

curl "https://api.carom.io/deals?slice=closing-soon&pipeline_id=5e8a1c3f-7b2d-4f6e-a9c0-3d1b7e4f2a86" \
  -H "Authorization: Bearer $CAROM_API_KEY"

Response200

{
  "collection": {
    "records": [
      {
        "id": "8f2b6d4a-1c9e-4a7b-b3d5-0e6f8a2c4d17",
        "name": "Wildgrove portfolio renewal",
        "status": "open",
        "amount": 48000.0,
        "expected_close_date": "2026-10-15",
        …
      },
      {
        "id": "3c9e1a7f-5b2d-4c8e-a6f0-2d4b8e1c7a53",
        "name": "Halvorsen Freight dispatch pilot",
        "status": "open",
        "amount": 12500.0,
        "expected_close_date": "2026-10-09",
        …
      }
    ],
    "slice_key": "closing-soon",
    "sort": "expected_close_date",
    "order": "asc",
    "per_page": 50,
    "page": 1,
    "total_results": 2,
    "pages": 1
  }
}

post/deals Write key

#Create a deal

Creates a deal in a pipeline your key can see. Give exactly one counterparty, a contact_id or an organization_id. Without a pipeline_stage_id, the deal starts in the pipeline’s first stage.

The deal’s status comes from the stage’s outcome, so a deal created in a won or lost stage is closed immediately.

Request body application/json

dealobjectrequired
Show 10 child attributesHide child attributes
- namestringrequired
- pipeline_idstring · uuidrequired
- pipeline_stage_idstring · uuid
  
  An active stage of that pipeline. Defaults to its first stage.
- contact_idstring · uuid
  
  Required unless you give organization_id. Not both.
- organization_idstring · uuid
  
  Required unless you give contact_id. Not both.
- descriptionstring
- amountnumber
  
  Zero or more, and less than 10,000,000,000,000.
- currencystringdefault USD
  
  The ISO 4217 code of a currency in circulation, in uppercase, such as EUR. Null or omitted means USD.
- expected_close_datestring · date
- owner_user_idstring · uuid
  
  A user in your account. Without it, the deal has no owner.

Returns

The new deal object, wrapped in deal, with status 201.

Errors

400invalid_requestA field failed validation, for example a missing name, a currency that isn’t an ISO 4217 code, or both or neither of contact_id and organization_id. error.fields says which.
404record_not_foundThe pipeline isn’t visible to your key, the stage isn’t an active stage of it, the contact isn’t visible to your key, or the organization or owner doesn’t exist in your account.

post/deals

curl https://api.carom.io/deals \
  -H "Authorization: Bearer $CAROM_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "deal": {
      "name": "Wildgrove portfolio renewal",
      "pipeline_id": "5e8a1c3f-7b2d-4f6e-a9c0-3d1b7e4f2a86",
      "organization_id": "6b0e2d9a-4c31-4f8e-a7d2-90c4e1b7f5a3",
      "amount": 48000,
      "expected_close_date": "2026-10-15",
      "owner_user_id": "9c41d2e8-3f6a-4b7c-8d1e-5a2f7b9c0d3e"
    }
  }'

Response201

{
  "deal": {
    "id": "8f2b6d4a-1c9e-4a7b-b3d5-0e6f8a2c4d17",
    "name": "Wildgrove portfolio renewal",
    "status": "open",
    "amount": 48000.0,
    "currency": "USD",
    "expected_close_date": "2026-10-15",
    "pipeline_id": "5e8a1c3f-7b2d-4f6e-a9c0-3d1b7e4f2a86",
    "pipeline_stage_id": "a1c4e7f2-3b6d-4a8e-9c1f-5d2b8e0a4c71",
    "organization_id": "6b0e2d9a-4c31-4f8e-a7d2-90c4e1b7f5a3",
    "owner_user_id": "9c41d2e8-3f6a-4b7c-8d1e-5a2f7b9c0d3e",
    "created_at": "2026-09-02T17:20:05.006Z",
    …
  }
}

get/deals/{id} Read key

#Retrieve a deal

Returns a single deal with its stage history, up to five open tasks, and up to three upcoming events with the counterparty.

Path parameters

idstring · uuidrequired

The deal’s id.

Returns

The deal object, wrapped in deal, with transitions and these additional attributes.

countsobject

Full-set totals behind the tasks and events previews.
Show 2 child attributesHide child attributes
- open_tasksinteger
  Open tasks attached to the deal and visible to your key.
- upcoming_eventsinteger
  Events with the counterparty that start today or later in your key’s user’s time zone.
tasksarray of tasks

Up to five open tasks attached to the deal.
eventsarray of calendar events

Up to three upcoming events with the counterparty, soonest first.

Errors

404record_not_foundNo deal with that id is visible to your key.

get/deals/{id}

curl https://api.carom.io/deals/8f2b6d4a-1c9e-4a7b-b3d5-0e6f8a2c4d17 \
  -H "Authorization: Bearer $CAROM_API_KEY"

Response200

{
  "deal": {
    "id": "8f2b6d4a-1c9e-4a7b-b3d5-0e6f8a2c4d17",
    "name": "Wildgrove portfolio renewal",
    "status": "open",
    "pipeline_stage_id": "c3e6a9b4-5d8f-4cab-9e3b-7f4dab2c6e93",
    …
    "counts": {
      "open_tasks": 1,
      "upcoming_events": 1
    },
    "tasks": [
      {
        "id": "e7f8a9b0-c1d2-4e3f-8a4b-5c6d7e8f9a01",
        "assignment": "Send the Q4 renewal proposal",
        "due": "2026-09-24",
        …
      }
    ],
    "events": [
      {
        "id": "b8c9d0e1-f2a3-4b4c-9d5e-6f7a8b9c0d12",
        "name": "Wildgrove renewal review",
        …
      }
    ],
    "transitions": [
      {
        "id": "f1a2b3c4-d5e6-4f7a-8b9c-0d1e2f3a4b5c",
        "changed_by_user_id": "9c41d2e8-3f6a-4b7c-8d1e-5a2f7b9c0d3e",
        "proposal_id": null,
        "agent": null,
        "direction": null,
        "occurred_at": "2026-09-02T17:20:05.006Z",
        "from_stage": null,
        "to_stage": {
          "id": "a1c4e7f2-3b6d-4a8e-9c1f-5d2b8e0a4c71",
          "name": "Lead",
          "position": 0
        }
      },
      {
        "id": "0b1c2d3e-4f5a-4b6c-9d7e-8f9a0b1c2d3e",
        "changed_by_user_id": "9c41d2e8-3f6a-4b7c-8d1e-5a2f7b9c0d3e",
        "proposal_id": "5a6b7c8d-9e0f-4a1b-8c2d-3e4f5a6b7c8d",
        "agent": "auto_deal",
        "direction": "forward",
        "occurred_at": "2026-09-16T15:02:44.646Z",
        "from_stage": {
          "id": "a1c4e7f2-3b6d-4a8e-9c1f-5d2b8e0a4c71",
          "name": "Lead",
          "position": 0
        },
        "to_stage": {
          "id": "c3e6a9b4-5d8f-4cab-9e3b-7f4dab2c6e93",
          "name": "Proposal",
          "position": 2
        }
      }
    ]
  }
}

patch/deals/{id} Write key

#Update a deal

Changes the fields you send and leaves the rest alone. Send null to clear a nullable field; currency can’t be null. A deal always keeps exactly one counterparty, so to switch from an organization to a contact, send the new contact_id together with "organization_id": null.

To move the deal, send a pipeline_stage_id from the same pipeline. A deal can’t change pipelines, and a pipeline_id in the body is ignored. Carom sets status from the new stage’s outcome and records the move in transitions. Moving into a won or lost stage sets closed_at; moving back to an open stage clears it. Moving to an open or won stage clears lost_reason.

Path parameters

idstring · uuidrequired

Request body application/json

dealobjectrequired

Any of the attributes accepted by Create a deal except pipeline_id, plus lost_reason.
Show 1 child attributeHide child attributes
- lost_reasonstring
  
  Why the deal was lost. Send it with a move to a lost stage, or while the deal is in one. A later move to an open or won stage clears it.

Returns

The updated deal object, wrapped in deal, with transitions.

Errors

400invalid_requestA field failed validation, for example a null or unknown currency, or the change would leave the deal with both or neither counterparty. error.fields says which.
404record_not_foundNo deal with that id is visible to your key, the stage isn’t an active stage of the deal’s pipeline, a new contact isn’t visible to your key, or the organization or owner doesn’t exist in your account.

patch/deals/{id}

curl -X PATCH https://api.carom.io/deals/8f2b6d4a-1c9e-4a7b-b3d5-0e6f8a2c4d17 \
  -H "Authorization: Bearer $CAROM_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "deal": {
      "pipeline_stage_id": "d4f7bac5-6e9a-4dbc-8f4c-8a5ebc3d7fa4",
      "amount": 51500
    }
  }'

Response200

{
  "deal": {
    "id": "8f2b6d4a-1c9e-4a7b-b3d5-0e6f8a2c4d17",
    "name": "Wildgrove portfolio renewal",
    "status": "won",
    "amount": 51500.0,
    "pipeline_stage_id": "d4f7bac5-6e9a-4dbc-8f4c-8a5ebc3d7fa4",
    "closed_at": "2026-09-18T20:41:37.911Z",
    …
    "transitions": [
      …
      {
        "id": "6c7d8e9f-0a1b-4c2d-8e3f-4a5b6c7d8e9f",
        "changed_by_user_id": "9c41d2e8-3f6a-4b7c-8d1e-5a2f7b9c0d3e",
        "proposal_id": null,
        "agent": null,
        "direction": "forward",
        "occurred_at": "2026-09-18T20:41:37.911Z",
        "from_stage": {
          "id": "c3e6a9b4-5d8f-4cab-9e3b-7f4dab2c6e93",
          "name": "Proposal",
          "position": 2
        },
        "to_stage": {
          "id": "d4f7bac5-6e9a-4dbc-8f4c-8a5ebc3d7fa4",
          "name": "Won",
          "position": 3
        }
      }
    ]
  }
}

delete/deals/{id} Write key

#Delete a deal

Permanently deletes a deal. Anyone who can see the deal can delete it.

The deal’s stage history, the comments on it, and its pins are deleted with it, and its tags are removed. Tasks attached to the deal are kept and no longer point to it, including tasks your key can’t see. Pending proposals about the deal expire.

Path parameters

idstring · uuidrequired

Returns

An empty response with status 204.

Errors

404record_not_foundNo deal with that id is visible to your key.

delete/deals/{id}

curl -X DELETE https://api.carom.io/deals/8f2b6d4a-1c9e-4a7b-b3d5-0e6f8a2c4d17 \
  -H "Authorization: Bearer $CAROM_API_KEY"

Response204

No content

get/deals/summary Read key

#Summarize deals

Totals the deals that List deals would return for the same filters: how many are open and what they’re worth, and how many were won in the last 30 days and what those were worth.

A deal counts as won in the window when its closed_at falls within it. Filters that exclude open or won deals, such as slice=closed or slice=open, make those counts and values 0.

Values add up amount as stored, without converting currencies, and count only deals in pipelines that track amounts. Deal counts include every matching deal.

Query parameters

slice, query, pipeline_id, pipeline_stage_id, contact_id, organization_id, contact_ids, organization_ids, owner_user_id, expected_close_before, closed_after, started_after, started_before, tags

As on List deals. There is no status filter, because the summary reports open and won deals side by side.

Returns

summaryobject
Show 5 child attributesHide child attributes
- open_countinteger
  Open deals.
- open_valuenumber
  Total amount of open deals.
- won_countinteger
  Deals won within the last won_window_days.
- won_valuenumber
  Total amount of those won deals.
- won_window_daysinteger
  Currently 30.

Errors

400invalid_requestA parameter is malformed, as on List deals.

get/deals/summary

curl "https://api.carom.io/deals/summary?pipeline_id=5e8a1c3f-7b2d-4f6e-a9c0-3d1b7e4f2a86" \
  -H "Authorization: Bearer $CAROM_API_KEY"

Response200

{
  "summary": {
    "open_count": 12,
    "open_value": 214500.0,
    "won_count": 3,
    "won_value": 61000.0,
    "won_window_days": 30
  }
}

get/deals/report Read key

#Retrieve the deal report

Returns one flat row per deal across every pipeline visible to your key, for building your own reports. The report holds every open deal and every deal won or lost in the last 24 months, up to 5,000 deals. It takes no parameters; filter and aggregate the rows yourself.

Open deals are always included. If the total would exceed 5,000, Carom leaves out the oldest closed deals first and says so with truncated, omitted_count, and window_start. For a single pipeline with stage history, use Retrieve a pipeline report.

Returns

reportobject
Show 4 child attributesHide child attributes
- truncatedboolean
  True when closed deals were left out to stay within 5,000.
- omitted_countinteger
  How many closed deals were left out.
- window_startstring · date
  The report includes every deal closed on or after this day: 24 months ago, or later when closed deals were left out.
- dealsarray of objects
  
  Open deals newest first, then closed deals most recently closed first.
  Show 13 child attributesHide child attributes
  - idstring · uuid
  - namestring
  - statusstring
    openwonlost
  - pipeline_idstring · uuid
  - pipeline_stage_idstring · uuid
  - amountnumber · nullable
  - expected_valuenumber · nullable
    For an open deal, amount times its stage’s likelihood; the full amount for a won deal; 0 for a lost one. Null when the deal has no amount or its pipeline doesn’t track amounts.
  - owner_user_idstring · uuid · nullable
  - created_atstring · date-time
  - closed_atstring · date-time · nullable
  - expected_close_datestring · date · nullable
  - current_stage_entered_atstring · date-time · nullable
    When an open deal last entered its current stage. Null for closed deals.
  - lost_reasonstring · nullable

get/deals/report

curl https://api.carom.io/deals/report \
  -H "Authorization: Bearer $CAROM_API_KEY"

Response200

{
  "report": {
    "truncated": false,
    "omitted_count": 0,
    "window_start": "2024-09-19",
    "deals": [
      {
        "id": "8f2b6d4a-1c9e-4a7b-b3d5-0e6f8a2c4d17",
        "name": "Wildgrove portfolio renewal",
        "status": "open",
        "pipeline_id": "5e8a1c3f-7b2d-4f6e-a9c0-3d1b7e4f2a86",
        "pipeline_stage_id": "c3e6a9b4-5d8f-4cab-9e3b-7f4dab2c6e93",
        "amount": 48000.0,
        "expected_value": 33600.0,
        "owner_user_id": "9c41d2e8-3f6a-4b7c-8d1e-5a2f7b9c0d3e",
        "created_at": "2026-09-02T17:20:05.006Z",
        "closed_at": null,
        "expected_close_date": "2026-10-15",
        "current_stage_entered_at": "2026-09-16T15:02:44.646Z",
        "lost_reason": null
      },
      …
    ]
  }
}

get/deals/{id}/discussion Read key

#Retrieve a deal’s discussion

Returns the comments your team has left on this deal and on its counterparty, grouped into scopes. Comments are internal; the counterparty never sees them.

The first scope is the deal itself and is always present. When the counterparty is an organization, the next scopes are the organization and the people who work there; when it’s a contact, the next scope is that contact. Those scopes appear only when they hold at least one comment visible to your key. Every visible comment is included; the discussion isn’t paginated.

Path parameters

idstring · uuidrequired

Returns

discussionobject
Show 1 child attributeHide child attributes
- scopesarray of objects
  
  One entry per group of records: the deal first, then the others.
  Show 6 child attributesHide child attributes
  - keystring
    dealorganizationpeoplecontact
  - labelstring
    A heading for the scope: This deal, the counterparty’s name, or People at followed by the organization’s name. Display text; use key to identify a scope.
  - unitstring
    A plural noun for the scope’s records, for display: deals, organizations, or people.
  - primaryboolean
    True for the deal’s own scope.
  - total_commentsinteger
  - recordsarray of objects
    
    The commented records in the scope, most recently discussed first.
    
    Show 6 child attributesHide child attributes
    
    keystring
    The record type and id, joined by a hyphen.
    
    record_typestring
    dealorganizationcontact
    
    record_idstring · uuid
    
    namestring · nullable
    
    total_commentsinteger
    
    commentsarray of comments
    Oldest first.

Errors

404record_not_foundNo deal with that id is visible to your key.

get/deals/{id}/discussion

curl https://api.carom.io/deals/8f2b6d4a-1c9e-4a7b-b3d5-0e6f8a2c4d17/discussion \
  -H "Authorization: Bearer $CAROM_API_KEY"

Response200

{
  "discussion": {
    "scopes": [
      {
        "key": "deal",
        "label": "This deal",
        "unit": "deals",
        "primary": true,
        "total_comments": 1,
        "records": [
          {
            "key": "deal-8f2b6d4a-1c9e-4a7b-b3d5-0e6f8a2c4d17",
            "record_type": "deal",
            "record_id": "8f2b6d4a-1c9e-4a7b-b3d5-0e6f8a2c4d17",
            "name": "Wildgrove portfolio renewal",
            "total_comments": 1,
            "comments": [
              {
                "id": "c4d5e6f7-a8b9-4c0d-9e1f-2a3b4c5d6e7f",
                "html_content": "<p>Legal signed off on the three-year term. Sending paper Monday.</p>",
                "text": null,
                "user_id": "9c41d2e8-3f6a-4b7c-8d1e-5a2f7b9c0d3e",
                "created_at": "2026-09-17T16:05:31.821Z",
                …
              }
            ]
          }
        ]
      },
      {
        "key": "people",
        "label": "People at Wildgrove Property Management",
        "unit": "people",
        "primary": false,
        "total_comments": 1,
        "records": [
          …
        ]
      }
    ]
  }
}