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Imbrace SDK

Data Boards

Boards 是 CRM 管道的核心資料儲存 — 潛在客戶、交易、任務或任何結構化資料。在建立 AI agent 時將 board ID 傳入 board_ids 以讓它存取該資料 — 請參閱完整流程指南 §4。

請先初始化客戶端（請參閱安裝或快速入門）。

Board CRUD

const { data: boards } = await client.boards.list();
const board = await client.boards.get("board_id");


const newBoard = await client.boards.create({ name: "Enterprise Leads" });
await client.boards.update("board_id", { name: "Enterprise Leads 2025" });
await client.boards.delete("board_id");

重新排序

await client.boards.reorder({ order: ["board_id_1", "board_id_2", "board_id_3"] });

匯入 / 匯出

// CSV 匯入（multipart/form-data）
const formData = new FormData();
formData.append("file", csvFile);
const result = await client.boards.importCsv("board_id", formData);


// Excel 匯入
const excelForm = new FormData();
excelForm.append("file", excelFile);
await client.boards.importExcel("board_id", excelForm);


// 匯入進度
const progress = await client.boards.getImportProgress("board_id");


// CSV 匯出
const csv = await client.boards.exportCsv("board_id");


// 透過電子郵件 CSV 匯出
await client.boards.exportCsvViaMail("board_id", { email: "user@example.com" });

注意：exportCsvViaMail 僅限 TypeScript。

項目

const { data: items } = await client.boards.listItems("board_id", { limit: 100 });
const item = await client.boards.getItem("board_id", "item_id");


// createItem 使用 { fields: [{ board_field_id, value }] }
const lead = await client.boards.createItem("board_id", {
  fields: [
    { board_field_id: "name_field_id",   value: "Acme Corp" },
    { board_field_id: "status_field_id", value: "new" },
    { board_field_id: "value_field_id",  value: 50000 },
  ],
});


// updateItem 使用 { data: [{ key, value }] } — 注意是 `key`，不是 `board_field_id`
await client.boards.updateItem("board_id", lead._id, {
  data: [{ key: "status_field_id", value: "qualified" }],
});


await client.boards.deleteItem("board_id", "item_id");
await client.boards.bulkDeleteItems("board_id", { ids: ["item_1", "item_2", "item_3"] });

衝突偵測

const { is_conflicted } = await client.boards.checkConflict("board_id", "item_id", { version: 2 });

連結項目（相關 boards）

// 從另一個 board 取得相關項目
const related = await client.boards.getRelatedItems("board_id", "item_id", "related_board_id");


// 依類型取得連結的 board 項目（Opportunities / Tasks）
const linked = await client.boards.getLinkedBoardItems("contact_board_id", "item_id", "Opportunities");


// 連結與解除連結
await client.boards.linkItems("board_id", "item_id", "related_board_id", { related_item_ids: ["other_item_id"] });
await client.boards.unlinkItems("board_id", "item_id", "related_board_id", { related_item_ids: ["other_item_id"] });

搜尋

const results = await client.boards.search("board_id", { q: "enterprise" });

欄位

const field = await client.boards.createField("board_id", {
  name: "Deal Value",
  type: "Number",
});
await client.boards.updateField("board_id", field._id, { name: "Contract Value" });
await client.boards.deleteField("board_id", field._id);


// 重新排序與批次更新
await client.boards.reorderFields("board_id", { fields: ["field_id_1", "field_id_2"] });
await client.boards.bulkUpdateFields("board_id", { fields: [{ _id: "field_1", name: "Updated" }] });

區段

// listSegments 直接回傳 BoardSegment[]（無 { data } 包裝）
const segments = await client.boards.listSegments("board_id");
const segment = await client.boards.createSegment("board_id", {
  name: "High Value Leads",
  filter: {},
});
await client.boards.updateSegment("board_id", segment._id, { name: "VIP Leads" });
await client.boards.deleteSegment("board_id", segment._id);

知識中心 — 資料夾

// 搜尋
const folders = await client.boards.searchFolders({ q: "contracts" });


// CRUD
const folder = await client.boards.getFolder("folder_id", { recursive: true });
const newFolder = await client.boards.createFolder({ name: "Contracts", parent_id: "parent_id" });
await client.boards.updateFolder("folder_id", { name: "Renamed" });
await client.boards.deleteFolders({ ids: ["folder_id_1", "folder_id_2"] });


// 內容（資料夾中繼資料 + 子資料夾 + 檔案）
const contents = await client.boards.getFolderContents("folder_id");

知識中心 — 檔案

// 搜尋與 CRUD
const files = await client.boards.searchFiles({ folderId: "folder_id" });
const file = await client.boards.getFile("file_id");
const newFile = await client.boards.createFile({ name: "report.pdf", folder_id: "folder_id" });
await client.boards.updateFile("file_id", { name: "renamed.pdf" });
await client.boards.deleteFiles({ ids: ["file_id_1", "file_id_2"] });


// 上傳與下載
const uploaded = await client.boards.uploadFile(formData);
const response = await client.boards.downloadFile("file_id");

Board 檔案

上傳附加到 board 記錄的檔案（非知識中心）。

const formData = new FormData();
formData.append("file", file);
const { url } = await client.boards.uploadBoardFile(formData);


// 替代端點
const { url: url2 } = await client.boards.uploadBoardFileV2(formData);

AI 功能

// AI 產生的標籤
const { tags } = await client.boards.generateAiTags({ text: "Enterprise deal with Acme Corp" });


// 連結預覽
const preview = await client.boards.getLinkPreview("https://example.com");

外部磁碟

知識中心的 OneDrive / Google Drive 整合。

// 啟動 OAuth 流程
const { auth_url } = await client.boards.initiateDriveAuth("onedrive");


// 列出遠端資料夾和檔案
const folders = await client.boards.listDriveFolders("onedrive");
const files = await client.boards.listDriveFiles("onedrive", { folder_id: "remote_folder_id" });


// 下載遠端檔案
const response = await client.boards.downloadDriveFile("onedrive", { file_id: "remote_file_id" });


// 連線狀態（僅 OneDrive）
const { status } = await client.boards.getOneDriveSessionStatus();