Recipes

Patterns for building on the FirmTrace API.

Each recipe names the concept, the options you have, and the things to watch for. Paste one into an AI assistant* and it has what it needs to help you build the job end-to-end.

* Ensure your agent has access to our documentation (below) for details.

View documentation

Users vs Accounts, tokens vs API keys — and which credential to reach for in development versus production.

Poll for new companies

Cursor-based sync of first-time company identifications.

Poll for new and updated companies

Cursor-based sync of first-time identifications plus updates.

Filter companies

Navigate the filter surface — dimensions, common patterns, and how filters compose.

Tag and qualify companies

Lifecycle tagging, sync state, anti-filters — and how qualification (label) is just a limited tag.

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