# Socrates CRM API

## Docs

- [Complete an activity](https://docs.morphic.io/api-reference/activities/complete-an-activity.md): Mark an activity as completed.
- [Create an activity](https://docs.morphic.io/api-reference/activities/create-an-activity.md): Create a new activity (call, meeting, task, etc.).
- [Delete an activity](https://docs.morphic.io/api-reference/activities/delete-an-activity.md): Soft-delete an activity by ID.
- [Get an activity](https://docs.morphic.io/api-reference/activities/get-an-activity.md): Retrieve a specific activity by ID.
- [List activities](https://docs.morphic.io/api-reference/activities/list-activities.md): Retrieve a paginated list of activities with optional filtering.
- [Update an activity](https://docs.morphic.io/api-reference/activities/update-an-activity.md): Update an existing activity's details.
- [Create a chat](https://docs.morphic.io/api-reference/chats/create-a-chat.md): Create a new chat conversation.
- [Create a chat folder](https://docs.morphic.io/api-reference/chats/create-a-chat-folder.md): Create a new folder for organizing chats.
- [Create a message](https://docs.morphic.io/api-reference/chats/create-a-message.md): Create a new message in a chat.
- [Delete a chat](https://docs.morphic.io/api-reference/chats/delete-a-chat.md): Soft-delete a chat.
- [Delete a chat folder](https://docs.morphic.io/api-reference/chats/delete-a-chat-folder.md): Delete a chat folder.
- [Delete a message](https://docs.morphic.io/api-reference/chats/delete-a-message.md): Soft-delete a message.
- [Get a chat](https://docs.morphic.io/api-reference/chats/get-a-chat.md): Retrieve a specific chat with its messages.
- [Get shared chat](https://docs.morphic.io/api-reference/chats/get-shared-chat.md): Retrieve a chat via its share token.
- [List chat folders](https://docs.morphic.io/api-reference/chats/list-chat-folders.md): Retrieve all chat folders.
- [List chats](https://docs.morphic.io/api-reference/chats/list-chats.md): Retrieve chats with pagination and filtering.
- [List messages](https://docs.morphic.io/api-reference/chats/list-messages.md): Retrieve messages in a chat with pagination.
- [Share a chat](https://docs.morphic.io/api-reference/chats/share-a-chat.md): Create a shareable link for a chat.
- [Stream a message](https://docs.morphic.io/api-reference/chats/stream-a-message.md): Stream an AI-generated response using Server-Sent Events.
- [Toggle archive chat](https://docs.morphic.io/api-reference/chats/toggle-archive-chat.md): Toggle the archived status of a chat.
- [Toggle pin chat](https://docs.morphic.io/api-reference/chats/toggle-pin-chat.md): Toggle the pinned status of a chat.
- [Update a chat](https://docs.morphic.io/api-reference/chats/update-a-chat.md): Update a chat's title or settings.
- [Update a chat folder](https://docs.morphic.io/api-reference/chats/update-a-chat-folder.md): Update a chat folder's name or color.
- [Update a message](https://docs.morphic.io/api-reference/chats/update-a-message.md): Update an existing message.
- [Add team member](https://docs.morphic.io/api-reference/companies/add-team-member.md): Add a contact to a company's team.
- [Bulk delete companies](https://docs.morphic.io/api-reference/companies/bulk-delete-companies.md): Soft-delete multiple companies at once.
- [Create a company](https://docs.morphic.io/api-reference/companies/create-a-company.md): Create a new company in the CRM.
- [Delete a company](https://docs.morphic.io/api-reference/companies/delete-a-company.md): Soft-delete a company by ID.
- [Fetch company logo possibilities](https://docs.morphic.io/api-reference/companies/fetch-company-logo-possibilities.md): Fetch logo and domain possibilities for an existing company.
- [Get a company](https://docs.morphic.io/api-reference/companies/get-a-company.md): Retrieve a specific company by ID.
- [List companies](https://docs.morphic.io/api-reference/companies/list-companies.md): Retrieve a paginated list of companies with optional filtering and sorting.
- [List company deals](https://docs.morphic.io/api-reference/companies/list-company-deals.md): Retrieve all deals associated with a company.
- [List company team](https://docs.morphic.io/api-reference/companies/list-company-team.md): Retrieve all team members (contacts) associated with a company.
- [Refresh company logo](https://docs.morphic.io/api-reference/companies/refresh-company-logo.md): Refresh the company logo by fetching from external sources.
- [Remove team member](https://docs.morphic.io/api-reference/companies/remove-team-member.md): Remove a contact from a company's team.
- [Select company domain](https://docs.morphic.io/api-reference/companies/select-company-domain.md): Select a domain from multiple possibilities for a company.
- [Set company team](https://docs.morphic.io/api-reference/companies/set-company-team.md): Replace the entire team for a company.
- [Update a company](https://docs.morphic.io/api-reference/companies/update-a-company.md): Update an existing company's details.
- [Update company logo](https://docs.morphic.io/api-reference/companies/update-company-logo.md): Update the company logo from a selected domain or logo URL.
- [Upload company logo](https://docs.morphic.io/api-reference/companies/upload-company-logo.md): Upload a custom logo file for a company.
- [Add deal to contact](https://docs.morphic.io/api-reference/contacts/add-deal-to-contact.md): Associate a deal with a contact.
- [Bulk delete contacts](https://docs.morphic.io/api-reference/contacts/bulk-delete-contacts.md): Soft-delete multiple contacts at once.
- [Create a contact](https://docs.morphic.io/api-reference/contacts/create-a-contact.md): Create a new contact in the CRM.
- [Delete a contact](https://docs.morphic.io/api-reference/contacts/delete-a-contact.md): Soft-delete a contact by ID.
- [Get a contact](https://docs.morphic.io/api-reference/contacts/get-a-contact.md): Retrieve a specific contact by ID.
- [List contact deals](https://docs.morphic.io/api-reference/contacts/list-contact-deals.md): Retrieve all deals associated with a contact.
- [List contacts](https://docs.morphic.io/api-reference/contacts/list-contacts.md): Retrieve a paginated list of contacts with optional filtering and sorting.
- [Remove deal from contact](https://docs.morphic.io/api-reference/contacts/remove-deal-from-contact.md): Remove a deal association from a contact.
- [Set contact deals](https://docs.morphic.io/api-reference/contacts/set-contact-deals.md): Replace all deal associations for a contact.
- [Update a contact](https://docs.morphic.io/api-reference/contacts/update-a-contact.md): Update an existing contact's details.
- [Add person to deal](https://docs.morphic.io/api-reference/deals/add-person-to-deal.md): Associate a contact with a deal.
- [Bulk delete deals](https://docs.morphic.io/api-reference/deals/bulk-delete-deals.md): Soft-delete multiple deals at once.
- [Create a deal](https://docs.morphic.io/api-reference/deals/create-a-deal.md): Create a new deal in the CRM.
- [Delete a deal](https://docs.morphic.io/api-reference/deals/delete-a-deal.md): Soft-delete a deal by ID.
- [Get a deal](https://docs.morphic.io/api-reference/deals/get-a-deal.md): Retrieve a specific deal by ID.
- [List deal people](https://docs.morphic.io/api-reference/deals/list-deal-people.md): Retrieve all contacts associated with a deal.
- [List deals](https://docs.morphic.io/api-reference/deals/list-deals.md): Retrieve a paginated list of deals with optional filtering and sorting.
- [Remove person from deal](https://docs.morphic.io/api-reference/deals/remove-person-from-deal.md): Remove a contact association from a deal.
- [Set deal people](https://docs.morphic.io/api-reference/deals/set-deal-people.md): Replace all contact associations for a deal.
- [Update a deal](https://docs.morphic.io/api-reference/deals/update-a-deal.md): Update an existing deal's details.
- [Update deal person](https://docs.morphic.io/api-reference/deals/update-deal-person.md): Update a contact's relationship with a deal.
- [Create a draft](https://docs.morphic.io/api-reference/email-drafts/create-a-draft.md): Create a new email draft.
- [Delete a draft](https://docs.morphic.io/api-reference/email-drafts/delete-a-draft.md): Delete an email draft.
- [Get a draft](https://docs.morphic.io/api-reference/email-drafts/get-a-draft.md): Retrieve a specific email draft by ID.
- [List drafts](https://docs.morphic.io/api-reference/email-drafts/list-drafts.md): Retrieve email drafts with pagination.
- [Send a draft](https://docs.morphic.io/api-reference/email-drafts/send-a-draft.md): Send an existing draft email.
- [Send email directly](https://docs.morphic.io/api-reference/email-drafts/send-email-directly.md): Send an email directly without creating a draft.
- [Update a draft](https://docs.morphic.io/api-reference/email-drafts/update-a-draft.md): Update an existing email draft.
- [Upload attachment](https://docs.morphic.io/api-reference/email-drafts/upload-attachment.md): Upload an email attachment with a 15-minute TTL.
- [Create a template](https://docs.morphic.io/api-reference/email-templates/create-a-template.md): Create a new email template.
- [Delete a template](https://docs.morphic.io/api-reference/email-templates/delete-a-template.md): Delete an email template.
- [Get a template](https://docs.morphic.io/api-reference/email-templates/get-a-template.md): Retrieve a specific email template by ID.
- [List templates](https://docs.morphic.io/api-reference/email-templates/list-templates.md): Retrieve email templates with pagination.
- [Toggle template favorite](https://docs.morphic.io/api-reference/email-templates/toggle-template-favorite.md): Toggle the favorite status of an email template.
- [Update a template](https://docs.morphic.io/api-reference/email-templates/update-a-template.md): Update an existing email template.
- [Create a favorite](https://docs.morphic.io/api-reference/favorites/create-a-favorite.md): Bookmark a CRM record as a favorite.
- [Create a folder](https://docs.morphic.io/api-reference/favorites/create-a-folder.md): Create a new folder for organizing favorites.
- [Delete a favorite](https://docs.morphic.io/api-reference/favorites/delete-a-favorite.md): Remove a record from favorites.
- [Delete a folder](https://docs.morphic.io/api-reference/favorites/delete-a-folder.md): Delete a favorite folder.
- [Get a favorite](https://docs.morphic.io/api-reference/favorites/get-a-favorite.md): Retrieve a specific favorite by ID.
- [Get a folder](https://docs.morphic.io/api-reference/favorites/get-a-folder.md): Retrieve a specific favorite folder by ID.
- [Get favorites combined](https://docs.morphic.io/api-reference/favorites/get-favorites-combined.md): Get both folders and favorites in a single response.
- [Get folder tree](https://docs.morphic.io/api-reference/favorites/get-folder-tree.md): Retrieve the folder tree with nested structure.
- [List favorites](https://docs.morphic.io/api-reference/favorites/list-favorites.md): Retrieve all favorites.
- [List folders](https://docs.morphic.io/api-reference/favorites/list-folders.md): Retrieve all favorite folders.
- [Move favorites](https://docs.morphic.io/api-reference/favorites/move-favorites.md): Move favorites into a folder.
- [Reorder favorites](https://docs.morphic.io/api-reference/favorites/reorder-favorites.md): Reorder favorites within a folder.
- [Reorder folders](https://docs.morphic.io/api-reference/favorites/reorder-folders.md): Reorder favorite folders.
- [Toggle favorite](https://docs.morphic.io/api-reference/favorites/toggle-favorite.md): Toggle the favorite status of a CRM record.
- [Update a favorite](https://docs.morphic.io/api-reference/favorites/update-a-favorite.md): Update a favorite's details.
- [Update a folder](https://docs.morphic.io/api-reference/favorites/update-a-folder.md): Update a favorite folder's details.
- [Create a document](https://docs.morphic.io/api-reference/knowledge-base/create-a-document.md): Create a new knowledge base document or folder.
- [Delete a document](https://docs.morphic.io/api-reference/knowledge-base/delete-a-document.md): Soft-delete a knowledge base document.
- [Get a document](https://docs.morphic.io/api-reference/knowledge-base/get-a-document.md): Retrieve a specific knowledge base document.
- [Get AI context](https://docs.morphic.io/api-reference/knowledge-base/get-ai-context.md): Retrieve all documents as markdown for AI context.
- [Get breadcrumbs](https://docs.morphic.io/api-reference/knowledge-base/get-breadcrumbs.md): Get the breadcrumb trail from root to a document.
- [List documents](https://docs.morphic.io/api-reference/knowledge-base/list-documents.md): List knowledge base documents with optional parent filtering.
- [Move a document](https://docs.morphic.io/api-reference/knowledge-base/move-a-document.md): Move a document to a different parent folder.
- [Reorder documents](https://docs.morphic.io/api-reference/knowledge-base/reorder-documents.md): Reorder sibling documents within a folder.
- [Update a document](https://docs.morphic.io/api-reference/knowledge-base/update-a-document.md): Update a knowledge base document.
- [Create a note](https://docs.morphic.io/api-reference/notes/create-a-note.md): Create a new note attached to a CRM entity.
- [Delete a note](https://docs.morphic.io/api-reference/notes/delete-a-note.md): Soft-delete a note by ID.
- [Get a note](https://docs.morphic.io/api-reference/notes/get-a-note.md): Retrieve a specific note by ID.
- [List notes](https://docs.morphic.io/api-reference/notes/list-notes.md): Retrieve a paginated list of notes with optional filtering.
- [Update a note](https://docs.morphic.io/api-reference/notes/update-a-note.md): Update an existing note's content.
- [API Reference Overview](https://docs.morphic.io/api-reference/overview.md): Overview of the Socrates CRM API endpoints.
- [Authentication](https://docs.morphic.io/authentication.md): Authenticate your API requests using API keys.
- [Best Practices](https://docs.morphic.io/best-practices.md): Tips for building robust integrations with the Socrates CRM API.
- [Changelog](https://docs.morphic.io/changelog.md): Track API changes and updates.
- [Errors](https://docs.morphic.io/errors.md): Understand error responses and status codes.
- [Introduction](https://docs.morphic.io/introduction.md): Build powerful CRM integrations with the Socrates CRM API.
- [Pagination](https://docs.morphic.io/pagination.md): Navigate through large datasets with page-based pagination.
- [Quickstart](https://docs.morphic.io/quickstart.md): Make your first API call in under 2 minutes.
- [Rate Limiting](https://docs.morphic.io/rate-limiting.md): Understand API rate limits and how to handle them.

## OpenAPI Specs

- [openapi](https://docs.morphic.io/openapi.json)