MSP Copilot LinkInstall

Summary

Lookup companies by shortcode or integration ID across MSP integrations.

Inputs

• main (required) — Array of items to process. Each item's parameters (shortcodeValue or idValue) determine the lookup target.

Output shape

main

When 'addToIncomingData' is true, each input item is augmented with a '__link' field containing the matched company data. If 'onlyReturnMatches' is true, items without a match are omitted. When 'addToIncomingData' is false, matched results are returned as standalone items. 'minimalOutput' limits returned fields to uuid, domains, integrations; 'includeMetadata' adds agent and user counts when true.

Examples

Example 1: Lookup by shortcode

Set lookupType to 'shortcode', provide shortcodeValue expressions. Input items with shortcode values return matched company data appended via '__link'.

Example 2: Lookup by integration ID

Set lookupType (or leave default empty, which defaults to integration), provide idValue expressions. Returns matched company data per integration ID.