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Evertrace AI

Bearer Token crmsales

Connect this agent connector to let your agent:

  • List companies, list — Search companies by name or look up by specific IDs
  • Delete lists, searches — Permanently delete a list and all its entries
  • Update lists, searches — Rename a list
  • Get lists, signals, searches — Get a list by ID with its entries, accesses, and creator information
  • Create lists, searches — Create a new list
  • Viewed signal mark — Mark a signal as viewed by the current user

This connector uses Bearer Token authentication. Scalekit securely stores the token and injects it into API requests on behalf of your users. Your agent code never handles tokens directly — you only pass a connectionName and a user identifier.

evertrace_cities_list Search available cities by name. Returns city name strings sorted by signal count. Use these values in signal filters for the city field. 3 params

Search available cities by name. Returns city name strings sorted by signal count. Use these values in signal filters for the city field.

Name Type Required Description
limit string optional Number of results per page.
page string optional Page number for pagination.
search string optional Case-insensitive partial match on city name (e.g. "san fran"). Omit to list all cities sorted by signal count.
evertrace_companies_list Search companies by name or look up by specific IDs. Returns company entity IDs (exe_* format) needed for signal filtering by past_companies. 4 params

Search companies by name or look up by specific IDs. Returns company entity IDs (exe_* format) needed for signal filtering by past_companies.

Name Type Required Description
ids array optional Look up specific companies by entity ID (exe_* format).
limit string optional Number of results per page.
page string optional Page number for pagination.
search string optional Case-insensitive partial match on company name (e.g. "google").
evertrace_educations_list Search education institutions by name or look up by specific IDs. Returns institution entity IDs (ede_* format) needed for signal filtering by past_education. 4 params

Search education institutions by name or look up by specific IDs. Returns institution entity IDs (ede_* format) needed for signal filtering by past_education.

Name Type Required Description
ids array optional Look up specific institutions by entity ID (ede_* format).
limit string optional Number of results per page.
page string optional Page number for pagination.
search string optional Case-insensitive partial match on institution name (e.g. "stanford").
evertrace_list_entries_create Add a signal to a list. 2 params

Add a signal to a list.

Name Type Required Description
list_id string required The list ID to add the signal to.
signal_id string required The signal ID to add.
evertrace_list_entries_delete Remove an entry from a list. 2 params

Remove an entry from a list.

Name Type Required Description
entry_id string required The entry ID to remove.
list_id string required The list ID.
evertrace_list_entries_get Get a single list entry with its full signal profile. 2 params

Get a single list entry with its full signal profile.

Name Type Required Description
entry_id string required The entry ID.
list_id string required The list ID.
evertrace_list_entries_list List entries in a list with pagination, sorting, and filtering by screening/viewed status. 7 params

List entries in a list with pagination, sorting, and filtering by screening/viewed status.

Name Type Required Description
list_id string required The list ID.
limit string optional Number of results per page.
page string optional Page number for pagination.
screened_by array optional Filter by screening status. Prefix with "-" to exclude (e.g. ["-me", "-others"]).
sort_by string optional Sort field: "entry_created_at" (when added to list) or "signal_discovered_at" (when signal was discovered).
sort_order string optional Sort direction: "asc" (oldest first) or "desc" (newest first).
viewed_by array optional Filter by viewed status. Prefix with "-" to exclude (e.g. ["-me"]).
evertrace_lists_create Create a new list. Provide user IDs in accesses to share the list with teammates. The creator is automatically granted access. 2 params

Create a new list. Provide user IDs in accesses to share the list with teammates. The creator is automatically granted access.

Name Type Required Description
name string required Name of the new list.
accesses array optional Array of user IDs to share this list with. Pass an empty array for private list.
evertrace_lists_delete Permanently delete a list and all its entries. 1 param

Permanently delete a list and all its entries.

Name Type Required Description
id string required The list ID to delete.
evertrace_lists_get Get a list by ID with its entries, accesses, and creator information. 1 param

Get a list by ID with its entries, accesses, and creator information.

Name Type Required Description
id string required The list ID.
evertrace_lists_list List all lists the current user has access to in evertrace.ai. 0 params

List all lists the current user has access to in evertrace.ai.

evertrace_lists_update Rename a list. 2 params

Rename a list.

Name Type Required Description
id string required The list ID to update.
name string required New name for the list.
evertrace_searches_create Create a new saved search with filters. Each filter requires a key, operator, and value. Provide sharee user IDs to share the search with teammates. 5 params

Create a new saved search with filters. Each filter requires a key, operator, and value. Provide sharee user IDs to share the search with teammates.

Name Type Required Description
filters array required Array of filter objects. Each filter has: key (e.g. "country", "industry", "score"), operator (e.g. "in"), and value (e.g. "India").
sharees array required Array of user IDs to share this search with.
title string required Title of the saved search (max 50 characters).
visited_at number required Epoch timestamp in milliseconds for when the search was last visited.
emoji string optional Optional emoji for the saved search.
evertrace_searches_delete Permanently delete a saved search. 1 param

Permanently delete a saved search.

Name Type Required Description
id string required The saved search ID to delete.
evertrace_searches_duplicate Duplicate a saved search, creating a copy with the same filters and settings. 1 param

Duplicate a saved search, creating a copy with the same filters and settings.

Name Type Required Description
id string required The saved search ID to duplicate.
evertrace_searches_get Get a saved search by ID with its filters and sharees. 1 param

Get a saved search by ID with its filters and sharees.

Name Type Required Description
id string required The saved search ID.
evertrace_searches_list List all saved searches accessible to the current user in evertrace.ai. 0 params

List all saved searches accessible to the current user in evertrace.ai.

evertrace_searches_signals_list List signals matching a saved search's filters with pagination. 3 params

List signals matching a saved search's filters with pagination.

Name Type Required Description
id string required The saved search ID.
limit string optional Number of results per page.
page string optional Page number for pagination.
evertrace_searches_update Update a saved search. All fields are optional — only provided fields are changed. If filters are provided, they replace all existing filters. If sharees are provided, they replace the full access list. 6 params

Update a saved search. All fields are optional — only provided fields are changed. If filters are provided, they replace all existing filters. If sharees are provided, they replace the full access list.

Name Type Required Description
id string required The saved search ID to update.
emoji string optional New emoji for the saved search.
filters array optional Replaces all existing filters. Each filter has: key, operator, value.
sharees array optional Replaces the full sharee list with these user IDs.
title string optional New title for the saved search (max 50 characters).
visited_at number optional Epoch timestamp in milliseconds for when the search was last visited.
evertrace_signal_mark_viewed Mark a signal as viewed by the current user. 1 param

Mark a signal as viewed by the current user.

Name Type Required Description
signal_id string required The ID of the signal to mark as viewed.
evertrace_signal_screen Screen a signal, marking it as reviewed by the current user. Screened signals are hidden from default views. 1 param

Screen a signal, marking it as reviewed by the current user. Screened signals are hidden from default views.

Name Type Required Description
signal_id string required The ID of the signal to screen.
evertrace_signal_unscreen Unscreen a signal, making it visible again in default views. 1 param

Unscreen a signal, making it visible again in default views.

Name Type Required Description
signal_id string required The ID of the signal to unscreen.
evertrace_signals_entries Get all list entries for a signal. Shows which lists this signal has been added to. 1 param

Get all list entries for a signal. Shows which lists this signal has been added to.

Name Type Required Description
id string required The signal ID.
evertrace_signals_get Get a single talent signal by ID with full profile details including experiences, educations, taggings, views, and screenings. 1 param

Get a single talent signal by ID with full profile details including experiences, educations, taggings, views, and screenings.

Name Type Required Description
id string required The signal ID to retrieve.
evertrace_signals_list Search and filter talent signals with pagination. Returns full signal profiles including experiences, educations, taggings, views, and screenings. 22 params

Search and filter talent signals with pagination. Returns full signal profiles including experiences, educations, taggings, views, and screenings.

Name Type Required Description
age array optional Filter by age range buckets. Valid values: "Below 25", "25 to 29", "30 to 34", "35 to 39", "40 to 44", "45 to 49", "Above 49".
city array optional Filter by city name (e.g. ["San Francisco"]). Use evertrace_cities_list to search available cities. Prefix with "!" to exclude.
country array optional Filter by country name (e.g. ["United States"]). Prefix with "!" to exclude.
created_after string optional Epoch timestamp in milliseconds. Only returns signals discovered after this point.
customer_focus array optional Filter by target market. Valid values: "B2B", "B2C".
education_level array optional Filter by highest education level. Valid values: "Bachelor", "Master", "PhD or Above", "MBA", "No university degree".
fullname string optional Free-text search on person name (case-insensitive partial match).
gender array optional Filter by gender. Valid values: "man", "woman".
industry array optional Filter by industry vertical (e.g. ["Technology", "Healthcare"]). Prefix with "!" to exclude.
limit string optional Number of results per page.
origin array optional Filter by nationality/origin country (e.g. ["India"]). Prefix with "!" to exclude.
page string optional Page number for pagination.
past_companies array optional Filter by past employer using company entity IDs in exe_* format. Use evertrace_companies_list to look up IDs.
past_education array optional Filter by past education institution using IDs in ede_* format. Use evertrace_educations_list to look up IDs.
profile_tags array optional Filter by profile background tags. Valid values: "Serial Founder", "VC Backed Founder", "VC Backed Operator", "VC Investor", "YC Alumni", "Big Tech experience", "Big 4 experience", "Banking experience", "Consulting experience".
region array optional Filter by geographic region or US state (e.g. ["Europe", "California"]). Prefix with "!" to exclude.
score string optional Minimum score threshold (1–10). Acts as a >= filter.
screened_by array optional Filter by screening status. Use "me", "others", or user IDs. Prefix with "-" to exclude.
source array optional Filter by data source name. Values are dynamic per workspace.
time_range array optional Absolute date range as [from, to] in YYYY-MM-DD format (e.g. ["2026-01-01", "2026-03-01"]). Mutually exclusive with time_relative.
time_relative string optional Relative time window in days from today (e.g. "30", "60", "90") or epoch ms timestamp. Mutually exclusive with time_range.
type array optional Filter by signal type. Valid values: "New Company", "Stealth Position", "Left Position", "Investor Position", "Board Position", "New Position", "Promoted", "New Patent", "New Grant".
evertrace_signals_list_by_linkedin_id Get all signals representing the same person, matched by LinkedIn ID. Useful for finding duplicate or historical signals for the same individual. 1 param

Get all signals representing the same person, matched by LinkedIn ID. Useful for finding duplicate or historical signals for the same individual.

Name Type Required Description
id string required The signal ID to match LinkedIn ID from.