Account Brief

The B2B roll-up. Returns an account’s contacts, opportunities, blockers, and trajectory in a single call. P50 latency 180ms. Backed by MCP tool get_account_brief.

Use this when your agent needs the full account picture, not just one contact. Examples: a CSM agent preparing for a QBR, a deal-desk agent summarizing a stalled opportunity, an exec-briefing agent that generates a one-pager.

Request

GET /v1/account/{id}

Param	Type	Notes
`id`	path	Account ID.

Required scope: account:read.

Examples

curl


curl https://api.waypath.app/v1/account/acct_4c2d \
  -H "X-API-Key: wp_live_..."

node-fetch


const res = await fetch(
  'https://api.waypath.app/v1/account/acct_4c2d',
  { headers: { 'X-API-Key': process.env.WAYPATH_API_KEY! } }
)
const brief = await res.json()

python


import os, requests
brief = requests.get(
    'https://api.waypath.app/v1/account/acct_4c2d',
    headers={'X-API-Key': os.environ['WAYPATH_API_KEY']},
    timeout=5,
).json()

MCP


const brief = await mcp.tools.get_account_brief({ id: 'acct_4c2d' })

Response


{
  "account_id": "acct_4c2d",
  "name": "Acme Corp",
  "contacts": [
    {
      "customer_id": "cus_8af2",
      "name": "Jane Doe",
      "role": "VP Engineering",
      "sentiment": "neutral"
    },
    {
      "customer_id": "cus_8af3",
      "name": "Mark Stearns",
      "role": "CFO",
      "sentiment": "positive"
    }
  ],
  "opportunities": [
    {
      "id": "opp_19a",
      "stage": "negotiation",
      "amount": 84000,
      "close_date": "2026-06-15",
      "probability": 0.6
    }
  ],
  "blockers": [
    "procurement_review_q2",
    "legal_redlines_outstanding"
  ],
  "trajectory": "at_risk"
}

Field reference

Field	Type	Notes
`account_id`	string	Internal Waypath ID.
`name`	string	Display name.
`contacts`	array	All contacts at the account. Sentiment is rolled up from their individual trajectory.
`opportunities`	array	Open opportunities with stage, amount, close date, probability.
`blockers`	string[]	Blockers that apply to the whole account, deduped across contacts.
`trajectory`	string	Account-level trajectory. One of `expanding`, `steady`, `at_risk`, `churning`.

Errors

Status	Code	Cause
401	unauthenticated	Missing or invalid X-API-Key.
403	forbidden_scope	Key lacks `account:read`.
404	not_found	Account does not exist.
429	rate_limited	Per-key rate cap.