# CB Insights (/integrations/cbinsights)

[CB Insights](https://www.cbinsights.com/) provides company, investor, funding, cap-table, exit, relationship, and leadership data. Use its Mosaic Score, Commercial Maturity, and Exit Probability operations to retrieve scores, supporting signals, and history. Exit Probability includes a comparable-company mean and ratio. Cap-table history includes issuance and conversion prices, liquidation preferences, participation rights, and anti-dilution terms.

## Credentials and access \[#credentials-and-access]

Obtain a client ID and secret from your CB Insights Customer Success Manager. Sim exchanges them for a short-lived bearer token automatically. Most data operations consume credits; access depends on your license for Firmographics, Financial Transactions, Business Relationships, Management and Board, Outlook, or Scouting Reports. Check your entitlements before building a workflow around a dataset.

## Working with company data \[#working-with-company-data]

Use **Look Up Organizations** to match names or websites to CB Insights IDs before requesting paid data. The lookup is described as credit-free by the integration's endpoint contract; confirm current credit terms with CB Insights. Multi-organization **List** operations accept up to 100 organizations per call.

**Get Strategy Map** groups connected companies by category and includes their partnerships, investments, and acquisitions. **Get Scouting Report** generates company analysis, **Ask ChatCBI** answers questions with sources, and **Retrieve Context** supplies structured records for another model.

When `incompleteRoundType` identifies a pending round, all exit probabilities are suppressed to zero; a rumored round suppresses only the matching exit type. These zeroes indicate suppression rather than low predicted probability. Multi-organization responses can omit organizations with no data; compare returned IDs with your input before processing the result.

The streaming endpoints `chatcbichunked` and `scoutingreportstream` are not exposed. Use the non-streaming operations for a complete response. A Scouting Report can take several minutes to generate.

## Use the block \[#usage-instructions]

Look up companies, retrieve firmographic and transaction data, map business relationships, read leadership records and score history, and generate Scouting Reports or ChatCBI answers. Supply client credentials; dataset access and credit use depend on your CB Insights license.

## Actions \[#actions]

### CB Insights Look Up Organizations \[#cb-insights-look-up-organizations]

Resolve company names or websites to CB Insights organization IDs. The integration contract describes lookup as credit-free; confirm current credit terms with CB Insights before requesting paid datasets.

#### Input \[#input]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `names` | json | No | Organization names to look up, e.g. \["CB Insights"] |
| `urls` | json | No | Organization websites to look up, e.g. \["cbinsights.com"] |
| `profileUrl` | string | No | A CB Insights profile URL to resolve. Mutually exclusive with names and urls — the API rejects a request that sets both. |
| `limit` | number | No | Rows to return in a single response, 1-100 |
| `nextPageToken` | string | No | Continuation token from a previous response; omit for the first page |

#### Output \[#output]

| Parameter | Type | Description |
| - | - | - |
| `orgs` | json | Matched organizations as \[{orgId, name, description, aliases, urls}] |
| `nextPageToken` | string | Token for the next page, or null when there are no more results |
| `totalHits` | number | Total number of matching records |
| `totalHitsRelation` | string | Whether totalHits is exact ('eq') or a floor ('gte', used above 10,000) |

### CB Insights Search Firmographics \[#cb-insights-search-firmographics]

Search profiles of private companies, public companies, and investors by market, industry, geography, headcount, funding, and valuation. Each field is ANDed together; values within a field are ORed.

#### Input \[#input-1]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `keyword` | string | No | Search term matched against organization names, descriptions, and aliases |
| `orgIds` | json | No | CB Insights organization IDs to return, e.g. \[129410, 129411] |
| `orgNames` | json | No | Organization names to match exactly, e.g. \["CB Insights"] |
| `urls` | json | No | Organization websites to match, e.g. \["cbinsights.com"] |
| `tickers` | json | No | Stock tickers to match, each optionally suffixed with an exchange code after a colon |
| `marketIds` | json | No | CB Insights market IDs to match, e.g. \[6, 95, 106] |
| `marketNames` | json | No | CB Insights market names to match. Partial matches count — "AI" returns every market whose name contains it. |
| `industryIds` | json | No | CB Insights industry IDs to match (mid level of the taxonomy) |
| `sectorIds` | json | No | CB Insights sector IDs to match (top level of the taxonomy) |
| `subindustryIds` | json | No | CB Insights sub-industry IDs to match (lowest level of the taxonomy) |
| `businessModelIds` | json | No | CB Insights business model IDs to match |
| `technologyIds` | json | No | CB Insights technology landscape IDs to match |
| `collectionIds` | json | No | Expert Collection IDs to search within |
| `countryIds` | json | No | CB Insights country IDs to match |
| `stateProvinceIds` | json | No | CB Insights state or province IDs to match |
| `cityIds` | json | No | CB Insights city IDs to match |
| `continentIds` | json | No | CB Insights continent IDs to match |
| `regionIds` | json | No | CB Insights region IDs to match |
| `orgStatusIds` | json | No | CB Insights organization status IDs to match (active, acquired, dead, IPO, merged) |
| `investorOrgIds` | json | No | Return organizations these investor organization IDs have invested in |
| `investorTypeIds` | json | No | Return investor organizations of these investor types |
| `fundingInvestorTypeIds` | json | No | Return organizations funded by these investor types |
| `lastFundingRoundIds` | json | No | CB Insights funding round IDs of the most recent round |
| `lastFundingRoundCategoryIds` | json | No | CB Insights funding round category IDs of the most recent round |
| `minCurrentHeadcount` | number | No | Minimum current headcount |
| `maxCurrentHeadcount` | number | No | Maximum current headcount |
| `minTotalFundingInMillions` | number | No | Minimum total funding raised, in millions of US dollars |
| `maxTotalFundingInMillions` | number | No | Maximum total funding raised, in millions of US dollars |
| `minValuationInMillions` | number | No | Minimum valuation, in millions of US dollars |
| `maxValuationInMillions` | number | No | Maximum valuation, in millions of US dollars |
| `minLastFundingDate` | string | No | Earliest date of the most recent funding round, as YYYY-MM-DD |
| `maxLastFundingDate` | string | No | Latest date of the most recent funding round, as YYYY-MM-DD |
| `vcBacked` | boolean | No | Restrict to organizations that have received venture funding |
| `sortField` | string | No | Sort field: orgName, orgId, lastUpdateTime, lastFundingDate, latestValuation, mosaicOverall, mosaicManagement, mosaicMarket, mosaicMomentum, mosaicMoney, headcountCurrent, headcount6MonthGrowth, headcount12MonthGrowth, or headcount24MonthGrowth |
| `sortDirection` | string | No | Sort direction, "asc" or "desc" |
| `limit` | number | No | Rows to return in a single response, 1-100 |
| `nextPageToken` | string | No | Continuation token from a previous response; omit for the first page |

#### Output \[#output-1]

| Parameter | Type | Description |
| - | - | - |
| `orgs` | json | Matching profiles as \[{orgId, summary, taxonomy, financials, headcount, identifiers, businessModels, competitors, expertCollections, parentOrgs, childOrgs}] |
| `nextPageToken` | string | Token for the next page, or null when there are no more results |
| `totalHits` | number | Total number of matching records |
| `totalHitsRelation` | string | Whether totalHits is exact ('eq') or a floor ('gte', used above 10,000) |

### CB Insights Get Organization Fundings \[#cb-insights-get-organization-fundings]

Retrieve the funding rounds one organization has received, its cap table history, and AI-generated insights extracting the key themes of each deal.

#### Input \[#input-2]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgId` | number | Yes | CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights. |
| `limit` | number | No | Rows to return in a single response, 1-100 |
| `nextPageToken` | string | No | Continuation token from a previous response; omit for the first page |

#### Output \[#output-2]

| Parameter | Type | Description |
| - | - | - |
| `fundings` | json | Rounds as \[{dealId, date, round, roundCategory, amountInMillions, valuationInMillions, investors, insights, sources}] |
| `capTableHistory` | json | Ownership structure as \[{dealId, roundType, issuancePrice, conversionPrice, percentageOwned, sharesAuthorized, terms}] |
| `nextPageToken` | string | Token for the next page, or null when there are no more results |
| `totalHits` | number | Total number of matching records |
| `totalHitsRelation` | string | Whether totalHits is exact ('eq') or a floor ('gte', used above 10,000) |

### CB Insights Get Organization Investments \[#cb-insights-get-organization-investments]

Retrieve the rounds in which one organization invested in another, with AI-generated insights extracting the key themes of each deal.

#### Input \[#input-3]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgId` | number | Yes | CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights. |
| `limit` | number | No | Rows to return in a single response, 1-100 |
| `nextPageToken` | string | No | Continuation token from a previous response; omit for the first page |

#### Output \[#output-3]

| Parameter | Type | Description |
| - | - | - |
| `investments` | json | Rounds as \[{dealId, date, round, roundCategory, amountInMillions, valuationInMillions, recipient, investors, insights, sources}] |
| `nextPageToken` | string | Token for the next page, or null when there are no more results |
| `totalHits` | number | Total number of matching records |
| `totalHitsRelation` | string | Whether totalHits is exact ('eq') or a floor ('gte', used above 10,000) |

### CB Insights Get Organization Portfolio Exits \[#cb-insights-get-organization-portfolio-exits]

Retrieve exit rounds for companies this organization invested in before the exit, with AI-generated insights on each deal.

#### Input \[#input-4]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgId` | number | Yes | CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights. |

#### Output \[#output-4]

| Parameter | Type | Description |
| - | - | - |
| `portfolioExits` | json | Exits as \[{dealId, date, round, roundCategory, amountInMillions, valuationInMillions, recipient, investors, insights, sources}] |

### CB Insights Get Organization Business Relationships \[#cb-insights-get-organization-business-relationships]

Retrieve one organization's partnerships, client/vendor relationships, and licensing activity, with AI-generated insights on each.

#### Input \[#input-5]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgId` | number | Yes | CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights. |

#### Output \[#output-5]

| Parameter | Type | Description |
| - | - | - |
| `businessRelationships` | json | Relationships as \[{relationshipId, startDate, partners, insights, newsSnippet, sources, lastUpdateTime}] |

### CB Insights Get Organization Management and Board \[#cb-insights-get-organization-management-and-board]

Retrieve an organization's leadership team and board members with their education, work history, and board seats, plus the Management factor of its Mosaic Score.

#### Input \[#input-6]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgId` | number | Yes | CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights. |
| `titleIds` | json | No | CB Insights person title IDs to filter the people returned, e.g. \[50, 75] |

#### Output \[#output-6]

| Parameter | Type | Description |
| - | - | - |
| `people` | json | People as \[{personId, givenName, middleName, surname, email, linkedInUrl, education, workExperience, boardAssociations}] |
| `mosaicManagement` | number | Management factor of the Mosaic Score, measuring the pedigree and track record of the leadership team |

### CB Insights Get Organization Outlook \[#cb-insights-get-organization-outlook]

Retrieve an organization's current Mosaic Score, Commercial Maturity level, and two-year IPO and M\&A exit probabilities, with the signals driving each.

#### Input \[#input-7]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgId` | number | Yes | CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights. |

#### Output \[#output-7]

| Parameter | Type | Description |
| - | - | - |
| `mosaicScore` | json | Mosaic Score on a 0-1000 scale: {overall, management, market, momentum, money}, each with scoreValue, asOfDate, and scoreInsights |
| `commercialMaturity` | json | Commercial Maturity on a 1-5 scale: {maturityLevel: {level, stage, stageDescription, asOfDate}, commercialMaturitySignals}. Available only for a subset of companies. |
| `exitProbability` | json | Two-year exit probability: {ipo, mna, exitSignals, incompleteRoundType}. A pending round zeroes the probabilities rather than omitting them. |

### CB Insights Get Organization Funding Window \[#cb-insights-get-organization-funding-window]

Retrieve the estimated window in which an organization is likely to raise its next round, with the cohort it was compared against.

#### Input \[#input-8]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgId` | number | Yes | CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights. |

#### Output \[#output-8]

| Parameter | Type | Description |
| - | - | - |
| `windowStart` | string | Estimated start of the next funding window, as YYYY-MM-DD |
| `windowEnd` | string | Estimated end of the next funding window, as YYYY-MM-DD |
| `cohortNextRoundRate` | number | Share of the cohort that historically raised another round, as a decimal between 0 and 1 |
| `cohortCriteria` | json | How the comparison cohort was defined: {cohortGeo, cohortRoundCategory, cohortLandscapes} |
| `latestFunding` | json | The latest equity-backed round: {date, dealId} |

### CB Insights Get Organization Revenue \[#cb-insights-get-organization-revenue]

Retrieve reported and estimated revenue by calendar year for one organization, with the sources behind each figure.

#### Input \[#input-9]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgId` | number | Yes | CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights. |

#### Output \[#output-9]

| Parameter | Type | Description |
| - | - | - |
| `orgId` | number | CB Insights organization ID |
| `orgName` | string | The organization's name |
| `orgUrl` | string | The organization's website |
| `revenue` | json | Revenue by year as \[{calendarYear, lowestValue, averageValue, highestValue, isActual, reportedMetric, yoyGrowthPercent, sources}] |

### CB Insights Get Mosaic History \[#cb-insights-get-mosaic-history]

Retrieve an organization's historical Mosaic Scores — overall plus the management, market, momentum, and money factors — so a trend can be read rather than a single snapshot.

#### Input \[#input-10]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgId` | number | Yes | CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights. |
| `startDate` | string | No | Earliest date to return, as YYYY-MM-DD. Must be on or after 2024-01-01 and within the last 24 months. Defaults to the later of one year ago and 2024-01-01. |

#### Output \[#output-10]

| Parameter | Type | Description |
| - | - | - |
| `overall` | json | Overall Mosaic Score over time as \[{asOfDate, scoreValue}] |
| `management` | json | Management factor over time as \[{asOfDate, scoreValue}] |
| `market` | json | Market factor over time as \[{asOfDate, scoreValue}] |
| `momentum` | json | Momentum factor over time as \[{asOfDate, scoreValue}] |
| `money` | json | Money factor over time as \[{asOfDate, scoreValue}] |

### CB Insights Get Commercial Maturity History \[#cb-insights-get-commercial-maturity-history]

Retrieve an organization's historical Commercial Maturity levels, tracking how its ability to compete for customers or serve as a partner has moved over time.

#### Input \[#input-11]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgId` | number | Yes | CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights. |
| `startDate` | string | No | Earliest date to return, as YYYY-MM-DD. Must be on or after 2024-07-25 and within 24 months of endDate. Defaults to the later of one year ago and 2024-07-25. |
| `endDate` | string | No | Latest date to return, as YYYY-MM-DD. Must be on or after 2024-07-25 and within 24 months of startDate. Defaults to today. |

#### Output \[#output-11]

| Parameter | Type | Description |
| - | - | - |
| `commercialMaturityHistory` | json | Maturity levels over time as \[{asOfDate, level, stage, stageDescription}], where level runs 1-5 |

### CB Insights Get Exit Probability History \[#cb-insights-get-exit-probability-history]

Retrieve an organization's historical two-year IPO and M\&A exit probabilities, each alongside the mean for comparable companies.

#### Input \[#input-12]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgId` | number | Yes | CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights. |
| `startDate` | string | No | Earliest date to return, as YYYY-MM-DD. Must be on or after 2025-02-25 and within 24 months of endDate. Defaults to the later of one year ago and 2025-02-25. |
| `endDate` | string | No | Latest date to return, as YYYY-MM-DD. Must be on or after 2025-02-25 and within 24 months of startDate. Defaults to today. |

#### Output \[#output-12]

| Parameter | Type | Description |
| - | - | - |
| `ipo` | json | IPO probability over time as \[{asOfDate, exitProbability, meanProbability, ratioToMean}] |
| `mna` | json | M\&A probability over time as \[{asOfDate, exitProbability, meanProbability, ratioToMean}] |
| `incompleteRoundType` | string | An in-progress round, if any. A pending round zeroes every probability; a rumored round zeroes only the matching exit type. |

### CB Insights Get Strategy Map \[#cb-insights-get-strategy-map]

Retrieve the companies related to an organization, grouped into industry categories, with the relationships, investments, and acquisitions that connect them.

#### Input \[#input-13]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgId` | number | Yes | CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights. |

#### Output \[#output-13]

| Parameter | Type | Description |
| - | - | - |
| `orgName` | string | The organization's name |
| `logoUrl` | string | URL of the organization's logo |
| `categories` | json | Industry categories as \[{name, companies: \[{orgId, name, logoUrl, connections: {businessRelationships, investments, acquisitions}}]}] |

### CB Insights Get Scouting Report \[#cb-insights-get-scouting-report]

Generate an AI-written Scouting Report on a private company covering its business model, market position, strengths, and opportunities. Only active companies are eligible, and generation can take several minutes.

#### Input \[#input-14]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgId` | number | Yes | CB Insights organization ID of an active company. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights. |

#### Output \[#output-14]

| Parameter | Type | Description |
| - | - | - |
| `orgInfo` | json | Firmographics and proprietary scores for the company: {id, name, url, description, foundedYear, headcount, address, stage, totalFunding, lastFundingDate, overallMosaicScore, commercialMaturity} |
| `reportMarkdown` | string | The Scouting Report as Markdown, including citations |
| `reportJson` | string | The Scouting Report as a JSON string. Citation links are not included in this form — use reportMarkdown when they matter. |

### CB Insights List Fundings \[#cb-insights-list-fundings]

Retrieve funding rounds and cap table history for up to 100 organizations at once, with AI-generated insights extracting the key themes of each deal.

#### Input \[#input-15]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgIds` | json | Yes | CB Insights organization IDs, 1-100 per request, e.g. \[129410, 1034157] |
| `limit` | number | No | Rows to return in a single response, 1-100 |
| `nextPageToken` | string | No | Continuation token from a previous response; omit for the first page |

#### Output \[#output-15]

| Parameter | Type | Description |
| - | - | - |
| `orgs` | json | Organizations as \[{orgId, fundings, capTableHistory}]. An organization with no data is omitted from the response. |
| `nextPageToken` | string | Token for the next page, or null when there are no more results |
| `totalHits` | number | Total number of matching records |
| `totalHitsRelation` | string | Whether totalHits is exact ('eq') or a floor ('gte', used above 10,000) |

### CB Insights List Investments \[#cb-insights-list-investments]

Retrieve the rounds up to 100 organizations participated in as investors, with AI-generated insights extracting the key themes of each deal.

#### Input \[#input-16]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgIds` | json | Yes | CB Insights organization IDs, 1-100 per request, e.g. \[129410, 1034157] |
| `limit` | number | No | Rows to return in a single response, 1-100 |
| `nextPageToken` | string | No | Continuation token from a previous response; omit for the first page |

#### Output \[#output-16]

| Parameter | Type | Description |
| - | - | - |
| `orgs` | json | Organizations as \[{orgId, investments}]. An organization with no data is omitted from the response. |
| `nextPageToken` | string | Token for the next page, or null when there are no more results |
| `totalHits` | number | Total number of matching records |
| `totalHitsRelation` | string | Whether totalHits is exact ('eq') or a floor ('gte', used above 10,000) |

### CB Insights List Portfolio Exits \[#cb-insights-list-portfolio-exits]

Retrieve exit rounds for companies up to 100 organizations invested in before the exit, with AI-generated insights on each deal.

#### Input \[#input-17]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgIds` | json | Yes | CB Insights organization IDs, 1-100 per request, e.g. \[129410, 1034157] |
| `limit` | number | No | Rows to return in a single response, 1-100 |
| `nextPageToken` | string | No | Continuation token from a previous response; omit for the first page |

#### Output \[#output-17]

| Parameter | Type | Description |
| - | - | - |
| `orgs` | json | Organizations as \[{orgId, portfolioExits}]. An organization with no data is omitted from the response. |
| `nextPageToken` | string | Token for the next page, or null when there are no more results |
| `totalHits` | number | Total number of matching records |
| `totalHitsRelation` | string | Whether totalHits is exact ('eq') or a floor ('gte', used above 10,000) |

### CB Insights List Business Relationships \[#cb-insights-list-business-relationships]

Retrieve partnerships, client/vendor relationships, and licensing activity for up to 100 organizations at once, with AI-generated insights on each.

#### Input \[#input-18]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgIds` | json | Yes | CB Insights organization IDs, 1-100 per request, e.g. \[129410, 1034157] |
| `nextPageToken` | string | No | Continuation token from a previous response; omit for the first page |

#### Output \[#output-18]

| Parameter | Type | Description |
| - | - | - |
| `orgs` | json | Organizations as \[{orgId, businessRelationships}] |
| `nextPageToken` | string | Token for the next page, or null when there are no more results |

### CB Insights List Management and Board \[#cb-insights-list-management-and-board]

Retrieve leadership teams, board members, and the Management factor of the Mosaic Score for up to 100 organizations at once.

#### Input \[#input-19]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgIds` | json | Yes | CB Insights organization IDs, 1-100 per request, e.g. \[129410, 1034157] |
| `titleIds` | json | No | CB Insights person title IDs to filter the people returned, e.g. \[50, 75] |

#### Output \[#output-19]

| Parameter | Type | Description |
| - | - | - |
| `orgs` | json | Organizations as \[{orgId, managementAndBoard: {mosaicManagement, people}}]. An organization with no data is omitted from the response. |

### CB Insights List Outlook \[#cb-insights-list-outlook]

Retrieve Mosaic Score, Commercial Maturity, and Exit Probability for up to 100 organizations at once.

#### Input \[#input-20]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgIds` | json | Yes | CB Insights organization IDs, 1-100 per request, e.g. \[129410, 1034157] |

#### Output \[#output-20]

| Parameter | Type | Description |
| - | - | - |
| `orgs` | json | Organizations as \[{orgId, mosaicScore, commercialMaturity, exitProbability}]. An organization with no data is omitted from the response. |

### CB Insights List Funding Windows \[#cb-insights-list-funding-windows]

Retrieve the estimated next-round funding window for up to 100 organizations at once, with the cohort each was compared against.

#### Input \[#input-21]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgIds` | json | Yes | CB Insights organization IDs, 1-100 per request, e.g. \[129410, 1034157] |

#### Output \[#output-21]

| Parameter | Type | Description |
| - | - | - |
| `orgs` | json | Organizations as \[{orgId, windowStart, windowEnd, cohortNextRoundRate, cohortCriteria, latestFunding}]. An organization with no data is omitted from the response. |

### CB Insights List Revenue \[#cb-insights-list-revenue]

Retrieve reported and estimated revenue by calendar year for up to 100 organizations at once.

#### Input \[#input-22]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `orgIds` | json | Yes | CB Insights organization IDs, 1-100 per request, e.g. \[129410, 1034157] |

#### Output \[#output-22]

| Parameter | Type | Description |
| - | - | - |
| `orgs` | json | Organizations as \[{orgId, orgName, orgUrl, revenue}]. An organization with no data is omitted from the response. |

### CB Insights Chat \[#cb-insights-chat]

Ask ChatCBI a question in natural language and get an answer grounded in CB Insights data, with its sources and suggested follow-ups. Uses generative AI and can be wrong — verify anything that matters.

#### Input \[#input-23]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `message` | string | Yes | The question to ask, e.g. "Which emerging technology markets are seeing the highest equity funding growth right now?" |
| `chatId` | string | No | Conversation ID returned by a previous call. Pass it to continue that conversation rather than starting a new one. |

#### Output \[#output-23]

| Parameter | Type | Description |
| - | - | - |
| `chatId` | string | Conversation ID. Pass it back as chatId to continue this conversation. |
| `title` | string | Title CB Insights gave the conversation |
| `message` | string | ChatCBI's answer, as Markdown |
| `sources` | json | Sources behind the answer as \[{sourceIndex, result: {title, url, date, thumbnailUrl}}] |
| `relatedContent` | json | Related references as \[{title, url, date, thumbnailUrl}] |
| `suggestions` | json | Suggested follow-up questions |

### CB Insights Retrieve Context \[#cb-insights-retrieve-context]

Retrieve the raw structured CB Insights data relevant to a question, for feeding your own model rather than reading a written answer. Uses generative AI and can be wrong — verify anything that matters.

#### Input \[#input-24]

| Parameter | Type | Required | Description |
| - | - | - | - |
| `clientId` | string | Yes | CB Insights API client ID, exchanged for a bearer token before each call |
| `clientSecret` | string | Yes | CB Insights API client secret, exchanged for a bearer token before each call |
| `message` | string | Yes | The question to retrieve context for. Must be under 10,000 characters. |

#### Output \[#output-24]

| Parameter | Type | Description |
| - | - | - |
| `data` | string | Retrieved records as a JSON string, keyed by source (companySearch, dealSearch, markets, scoutingReports, businessRelationships, revenue, investments, and others) |
| `guidance` | json | Notes describing what each returned data source contains |