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Canonical schema

The shape every adapter writes to. Designed for the SMB operations long tail — work, money, conversations, identity. Field-level edit history is built in: every value records which adapter set it, when, and what the previous value was.

This is a high-level overview. The full machine-readable schema (OpenAPI + JSON Schema) ships with the adapter SDK.

Identity

Party

Any person or organization a business interacts with — customer, lead, vendor, employee, partner. Single record across every connected tool.

partyTypedisplayNamefirstNamelastNameorgNamelifecycleStage

Location

A physical place attached to a Party — service address, billing address, job site, branch office.

addressLine1cityregionpostalCodecountrygeo

ContactMethod

A way to reach a Party — phone, email, messaging handle. Normalized for matching across adapters.

channelvaluenormalizedValueisPrimary

Work

WorkRecord

The unit of work a business does — job, ticket, matter, case, appointment, task. Polymorphic, vertical-shaped.

workTypetitlestatusscheduledAtcompletedAtassignedTorecordState

Money

MoneyRecord

Anything money-shaped — invoice, estimate, payment, refund, statement. Reconciles to QBO / Xero / Stripe.

recordTypeamountCentscurrencyissuedAtdueAtpaidAtstatus

Comms

Conversation

Any thread — call, SMS, email, chat. Carries transcripts, summaries, and links to the Party + WorkRecord.

channeldirectionstartedAtendedAttranscriptsummary

Coming next

  • Auto-generated reference from the Prisma source of truth (every field, every enum, every relation).
  • Downloadable OpenAPI 3.1 + JSON Schema bundles.
  • Example payloads per adapter, per entity.
  • Migration guides for schema versions.

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