# Forecastable

## Docs

- [Introduction](https://docs.forecastable.com/index.md): Documentation for Forecastable integrations, the partner Integration API, and the MCP server.
- [Quickstart](https://docs.forecastable.com/quickstart.md): Create an integration API key and make your first authenticated request to the Forecastable Integration API.
- [MCP server](https://docs.forecastable.com/developers/mcp.md): Connect AI agents to Forecastable through the Integration MCP server.
- [API keys](https://docs.forecastable.com/developers/api-keys.md): Create and manage Integration API keys for direct REST and MCP access.
- [OAuth apps](https://docs.forecastable.com/developers/oauth.md): Register OAuth clients for third-party integrations and user-delegated access.
- [Scopes](https://docs.forecastable.com/developers/scopes.md): Integration API and MCP permission scopes for Forecastable.
- [Rate limits](https://docs.forecastable.com/developers/rate-limits.md): Integration API and MCP rate limits, headers, and retry behavior.
- [Slack integration](https://docs.forecastable.com/integrations/slack.md): Install the Forecastable Slack workspace app and connect your personal Slack account.
- [Microsoft Teams integration](https://docs.forecastable.com/integrations/teams.md): Connect Microsoft Teams to sync channels, chats, and messages into Forecastable.
- [LinkedIn integration](https://docs.forecastable.com/integrations/linkedin.md): Connect LinkedIn so Forecastable can send connection requests and direct messages.
- [Gmail integration](https://docs.forecastable.com/integrations/gmail.md): Connect Gmail so Forecastable can power email features for your account.
- [Microsoft 365 email integration](https://docs.forecastable.com/integrations/microsoft.md): Connect Microsoft 365 so Forecastable can power email features for your account.
- [IMAP integration](https://docs.forecastable.com/integrations/imap.md): Connect an IMAP mailbox in Forecastable and look up IMAP/SMTP settings for common providers.
- [Fathom.ai integration](https://docs.forecastable.com/integrations/fathom.md): Connect Fathom.ai to sync meeting data into Forecastable.
- [Gong integration](https://docs.forecastable.com/integrations/gong.md): Connect Gong to Forecastable and control which calls are tracked with Automation Rules or Gong folders.
- [Avoma integration](https://docs.forecastable.com/integrations/avoma.md): Connect Avoma with an API key to sync meeting recordings, transcripts, and AI notes.
- [HubSpot integration](https://docs.forecastable.com/integrations/hubspot.md): Connect HubSpot as an admin, configure lead settings, and sync companies into Forecastable.
- [Salesforce integration](https://docs.forecastable.com/integrations/salesforce.md): Connect Salesforce in Forecastable, install the connector package, configure sync settings, and map Lead fields.
- [Apollo.io integration](https://docs.forecastable.com/integrations/apollo.md): Connect Apollo.io with an API key so Forecastable can enrich contacts.
- [ZoomInfo integration](https://docs.forecastable.com/integrations/zoominfo.md): Connect Zoom Enrichment with an API key so Forecastable can enrich contacts using ZoomInfo data.
- [Get integration API metadata](https://docs.forecastable.com/api-reference/meta/get-integration-api-metadata.md): Public foundation endpoint describing auth, scopes, pagination, and rate limits.
- [List accessible organizations](https://docs.forecastable.com/api-reference/organizations/list-accessible-organizations.md): List organizations the authenticated principal can access.
- [Get organization](https://docs.forecastable.com/api-reference/organizations/get-organization.md)
- [List organization users](https://docs.forecastable.com/api-reference/organizations/list-organization-users.md): List users in an organization for owner assignment and sender selection.
- [List accounts](https://docs.forecastable.com/api-reference/accounts/list-accounts.md)
- [Create account](https://docs.forecastable.com/api-reference/accounts/create-account.md)
- [Bulk create accounts](https://docs.forecastable.com/api-reference/accounts/bulk-create-accounts.md): Create up to 200 accounts in one request.
- [Get account](https://docs.forecastable.com/api-reference/accounts/get-account.md)
- [Partially update account](https://docs.forecastable.com/api-reference/accounts/partially-update-account.md)
- [Archive account](https://docs.forecastable.com/api-reference/accounts/archive-account.md): Soft-delete (archive) an account.
- [List account contacts](https://docs.forecastable.com/api-reference/contacts/list-account-contacts.md)
- [Create account contact](https://docs.forecastable.com/api-reference/contacts/create-account-contact.md)
- [Get contact](https://docs.forecastable.com/api-reference/contacts/get-contact.md)
- [Partially update contact](https://docs.forecastable.com/api-reference/contacts/partially-update-contact.md)
- [Archive contact](https://docs.forecastable.com/api-reference/contacts/archive-contact.md): Soft-delete (archive) a contact.
- [List opportunities](https://docs.forecastable.com/api-reference/opportunities/list-opportunities.md)
- [Create opportunity](https://docs.forecastable.com/api-reference/opportunities/create-opportunity.md)
- [Get opportunity](https://docs.forecastable.com/api-reference/opportunities/get-opportunity.md)
- [Partially update opportunity](https://docs.forecastable.com/api-reference/opportunities/partially-update-opportunity.md)
- [Archive opportunity](https://docs.forecastable.com/api-reference/opportunities/archive-opportunity.md): Soft-delete (archive) an opportunity.
- [List leads](https://docs.forecastable.com/api-reference/leads/list-leads.md): List leads for the active organization.
- [Create lead](https://docs.forecastable.com/api-reference/leads/create-lead.md)
- [Upsert lead by CRM ID](https://docs.forecastable.com/api-reference/leads/upsert-lead-by-crm-id.md): Create or update a lead matched by sfdcId within the organization (and optional account scope).
- [Get lead](https://docs.forecastable.com/api-reference/leads/get-lead.md)
- [Partially update lead](https://docs.forecastable.com/api-reference/leads/partially-update-lead.md)
- [Archive lead](https://docs.forecastable.com/api-reference/leads/archive-lead.md)
- [List account leads](https://docs.forecastable.com/api-reference/leads/list-account-leads.md)
- [Get relationship map by entity](https://docs.forecastable.com/api-reference/relationship-maps/get-relationship-map-by-entity.md)
- [Create or update relationship map](https://docs.forecastable.com/api-reference/relationship-maps/create-or-update-relationship-map.md): Create or replace a relationship map for an entity. Send the full map payload.
- [Get relationship map](https://docs.forecastable.com/api-reference/relationship-maps/get-relationship-map.md)
- [Patch relationship map settings](https://docs.forecastable.com/api-reference/relationship-maps/patch-relationship-map-settings.md)
- [Upsert contact on relationship map](https://docs.forecastable.com/api-reference/relationship-maps/upsert-contact-on-relationship-map.md): Create or update a contact placement on a relationship map.
- [Remove contact from relationship map](https://docs.forecastable.com/api-reference/relationship-maps/remove-contact-from-relationship-map.md)
- [List plans](https://docs.forecastable.com/api-reference/plans/list-plans.md): List plans. Filter by entityType (OPPORTUNITY, BUYING_GROUP, ACCOUNT, or USER personal plans), entityId, account, or archived status. ACCOUNT filters buying-group plans for that account.
- [Create plan](https://docs.forecastable.com/api-reference/plans/create-plan.md): Create a plan attached to an account, opportunity, buying group, or user (personal plan). For account plans set entityType=ACCOUNT (or omit entityType) and entityId to the account id; the plan is created on the account default buying group. For personal plans set entityType=USER and entityId to the…
- [Get plan](https://docs.forecastable.com/api-reference/plans/get-plan.md): Get a plan with nested milestones, goals, and tasks. Prefer this over separate list calls when loading a full plan.
- [Update plan](https://docs.forecastable.com/api-reference/plans/update-plan.md): Update plan metadata. Send only the fields you want to change.
- [Archive plan](https://docs.forecastable.com/api-reference/plans/archive-plan.md): Soft-delete a plan by setting its archived timestamp.
- [List milestones](https://docs.forecastable.com/api-reference/plan-milestones/list-milestones.md)
- [Create milestone](https://docs.forecastable.com/api-reference/plan-milestones/create-milestone.md)
- [Get milestone](https://docs.forecastable.com/api-reference/plan-milestones/get-milestone.md)
- [Update milestone](https://docs.forecastable.com/api-reference/plan-milestones/update-milestone.md): Update a milestone. Send only the fields you want to change.
- [Archive milestone](https://docs.forecastable.com/api-reference/plan-milestones/archive-milestone.md)
- [Restore milestone](https://docs.forecastable.com/api-reference/plan-milestones/restore-milestone.md): Un-archive a previously archived milestone.
- [List goals](https://docs.forecastable.com/api-reference/plan-goals/list-goals.md)
- [Create goal](https://docs.forecastable.com/api-reference/plan-goals/create-goal.md)
- [Update goal](https://docs.forecastable.com/api-reference/plan-goals/update-goal.md): Update a goal. Send only the fields you want to change.
- [Archive goal](https://docs.forecastable.com/api-reference/plan-goals/archive-goal.md)
- [List my tasks](https://docs.forecastable.com/api-reference/plan-tasks/list-my-tasks.md): List tasks assigned to the authenticated user across all accessible plans.
- [List tasks](https://docs.forecastable.com/api-reference/plan-tasks/list-tasks.md): List tasks on a plan. Filter by milestone, assignee, or completion status.
- [Create task](https://docs.forecastable.com/api-reference/plan-tasks/create-task.md)
- [Update task](https://docs.forecastable.com/api-reference/plan-tasks/update-task.md): Update a task. Send only the fields you want to change.
- [Archive task](https://docs.forecastable.com/api-reference/plan-tasks/archive-task.md)
- [List calendar events](https://docs.forecastable.com/api-reference/calendar/list-calendar-events.md): List synced calendar events overlapping the requested time range for the authenticated user. Standard users see only their own events; admin and consulting users may also see authorized teammate events. Optional filters (search, participantEmail, participantDomain, ownerUserId, hasExternalParticipan…
- [Get calendar event](https://docs.forecastable.com/api-reference/calendar/get-calendar-event.md): Get a single synced calendar event the authenticated user is authorized to view. Requires a user-backed token.
- [Update calendar event](https://docs.forecastable.com/api-reference/calendar/update-calendar-event.md): Partially update a synced calendar event and push the change to the connected calendar provider (Nylas). Standard users can only update writable events on their own grant. Admins can update shared standard-user calendars; consultants can update any org calendar, writing through a writable organizer/…
- [Get calendar event summary](https://docs.forecastable.com/api-reference/calendar/get-calendar-event-summary.md): Get the stored meeting summary for a previous calendar event by resolving its linked call recording. Returns 404 when the event is inaccessible or has no linked call. Requires a user-backed token and calendar:read.
- [Get calendar event action items](https://docs.forecastable.com/api-reference/calendar/get-calendar-event-action-items.md): Get extracted action items for a previous calendar event from current call analysis findings (legacy fc_action_items fallback). Returns 404 when the event is inaccessible or has no linked call. Requires a user-backed token and calendar:read.
- [Get calendar event transcript](https://docs.forecastable.com/api-reference/calendar/get-calendar-event-transcript.md): Get the normalized meeting transcript for a previous calendar event by resolving its linked call recording. Returns 404 when the event is inaccessible or has no linked call. Requires a user-backed token and calendar:read.
- [List Engage templates](https://docs.forecastable.com/api-reference/engage-templates/list-engage-templates.md)
- [Create Engage template](https://docs.forecastable.com/api-reference/engage-templates/create-engage-template.md)
- [Get Engage template](https://docs.forecastable.com/api-reference/engage-templates/get-engage-template.md)
- [Partially update Engage template](https://docs.forecastable.com/api-reference/engage-templates/partially-update-engage-template.md)
- [Archive Engage template](https://docs.forecastable.com/api-reference/engage-templates/archive-engage-template.md): Soft-archive an Engage template. Permanent deletes are not exposed.
- [List Engage drafts](https://docs.forecastable.com/api-reference/engage-drafts/list-engage-drafts.md): List drafts owned by or created for a user. User tokens default to the authenticated user; client tokens must supply forUserId.
- [Create Engage draft](https://docs.forecastable.com/api-reference/engage-drafts/create-engage-draft.md)
- [Get Engage draft](https://docs.forecastable.com/api-reference/engage-drafts/get-engage-draft.md)
- [Partially update Engage draft](https://docs.forecastable.com/api-reference/engage-drafts/partially-update-engage-draft.md)
- [Delete Engage draft](https://docs.forecastable.com/api-reference/engage-drafts/delete-engage-draft.md): Permanently delete an Engage draft.
- [List Engage lists](https://docs.forecastable.com/api-reference/engage-lists/list-engage-lists.md)
- [Create Engage list](https://docs.forecastable.com/api-reference/engage-lists/create-engage-list.md): Create a manual list (explicit contact/external members) or a dynamic list (derived membership from account/persona criteria).
- [Get Engage list](https://docs.forecastable.com/api-reference/engage-lists/get-engage-list.md)
- [Partially update Engage list](https://docs.forecastable.com/api-reference/engage-lists/partially-update-engage-list.md)
- [Archive Engage list](https://docs.forecastable.com/api-reference/engage-lists/archive-engage-list.md): Soft-archive an Engage list.
- [List Engage lists for account](https://docs.forecastable.com/api-reference/engage-lists/list-engage-lists-for-account.md): Lists that target the account directly or through dynamic criteria.
- [List Engage list members](https://docs.forecastable.com/api-reference/engage-lists/list-engage-list-members.md): Members of a list. Manual lists return stored members; dynamic lists return derived membership (read-only).
- [Add Engage list members](https://docs.forecastable.com/api-reference/engage-lists/add-engage-list-members.md): Add contact or external members to a manual list. Rejected for dynamic lists.
- [Partially update Engage list member](https://docs.forecastable.com/api-reference/engage-lists/partially-update-engage-list-member.md): Update or link a manual list member. Rejected for dynamic lists.
- [Remove Engage list member](https://docs.forecastable.com/api-reference/engage-lists/remove-engage-list-member.md): Remove a manual list member. Rejected for dynamic lists.
- [List Engage campaigns](https://docs.forecastable.com/api-reference/engage-campaigns/list-engage-campaigns.md)
- [Create Engage campaign](https://docs.forecastable.com/api-reference/engage-campaigns/create-engage-campaign.md)
- [Bulk create Engage campaigns](https://docs.forecastable.com/api-reference/engage-campaigns/bulk-create-engage-campaigns.md): Create up to 25 campaigns in one request. Returns indexed partial-success results: valid payloads are created, invalid payloads are reported per index.
- [Get Engage campaign](https://docs.forecastable.com/api-reference/engage-campaigns/get-engage-campaign.md)
- [Partially update Engage campaign](https://docs.forecastable.com/api-reference/engage-campaigns/partially-update-engage-campaign.md)
- [Archive Engage campaign](https://docs.forecastable.com/api-reference/engage-campaigns/archive-engage-campaign.md): Soft-archive an Engage campaign and deactivate its live runs.
- [Get Engage campaign execution status](https://docs.forecastable.com/api-reference/engage-campaigns/get-engage-campaign-execution-status.md): Aggregate execution status derived from flow runs and pending enrollment jobs.
- [Batch Engage campaign execution statuses](https://docs.forecastable.com/api-reference/engage-campaigns/batch-engage-campaign-execution-statuses.md): Aggregate execution statuses for up to 50 campaigns. Results preserve input order; unknown IDs are reported in errors.
- [Get Engage enrollment job status](https://docs.forecastable.com/api-reference/engage-campaigns/get-engage-enrollment-job-status.md): Poll the progress of a campaign start (enrollment) job.
- [Batch Engage enrollment job statuses](https://docs.forecastable.com/api-reference/engage-campaigns/batch-engage-enrollment-job-statuses.md): Enrollment statuses for up to 50 jobs. Results preserve input order; unknown IDs are reported in errors.
- [List Engage queue](https://docs.forecastable.com/api-reference/engage-queue/list-engage-queue.md): Read-only outbound queue across email, LinkedIn, and Slack. Grouped sends are normalized to a single row with recipient counts.
- [Get Engage queue item](https://docs.forecastable.com/api-reference/engage-queue/get-engage-queue-item.md): Queue item detail by queue row UUID or normalized grouped-send display key.
- [List Engage queue recipients](https://docs.forecastable.com/api-reference/engage-queue/list-engage-queue-recipients.md): Per-recipient delivery status and engagement flags for a grouped send.
- [Send Engage message (REST only)](https://docs.forecastable.com/api-reference/engage-messages/send-engage-message-rest-only.md): Unified multi-channel send with a discriminated source union (oneOff, template, draft) and a required sendIndividually flag. sendIndividually: true delivers one personalized message per recipient (all merge variables supported; recipients never see each other; cc/bcc require a single recipient). sen…
- [Start Engage campaign (REST only)](https://docs.forecastable.com/api-reference/engage-messages/start-engage-campaign-rest-only.md): Enroll recipients in a campaign. Requires an Idempotency-Key header. Always returns 202 with an enrollment job for polling. This operation is intentionally not exposed as an MCP tool.

## OpenAPI Specs

- [openapi](https://docs.forecastable.com/openapi.json)

## Optional

- [Documentation](https://docs.forecastable.com)
- [Blog](https://forecastable.com/blog)