# Mosaik

> Mosaik keeps companies, contacts, deals, finance, and marketing in one platform. Generate brand images and videos, and let AI agents handle follow-up.

Mosaik is a product of Connect Tech Global. Each customer workspace runs at its own address, so the API host in these guides is a placeholder.

## Platform documentation

- [Get started](https://meridian-astro-template.vercel.app/docs/installation/): Sign in, set up your workspace, invite your team, and connect the accounts that keep your records current.
- [Core concepts](https://meridian-astro-template.vercel.app/docs/core-concepts/): The records behind Mosaik — companies, contacts, deals, finance, documents, threads, and agents — and how they connect.
- [Working with records](https://meridian-astro-template.vercel.app/docs/working-with-records/): The tables, filters, saved views, record sheets, activity, custom fields, and archive that every module shares.
- [Dashboard](https://meridian-astro-template.vercel.app/docs/dashboard/): See what is closed, what is still in play, and what needs you today, for yourself or for the whole team.
- [Companies](https://meridian-astro-template.vercel.app/docs/companies/): Keep one record for each organisation you work with, with its brief, contacts, deals, income, and activity.
- [Contacts](https://meridian-astro-template.vercel.app/docs/contacts/): Keep a record for each person, with their role, deals, email history, lead source, score, and sequences.
- [Deals](https://meridian-astro-template.vercel.app/docs/deals/): Track each opportunity through your pipeline stages, as a table or a board, with amounts in any supported currency.
- [Finance](https://meridian-astro-template.vercel.app/docs/finance/): Track invoices, subscriptions, and payments against your companies and deals, send invoices and receipts, and download each document as a PDF.
- [Inbox](https://meridian-astro-template.vercel.app/docs/inbox/): Read, assign, and reply to email, website forms, and live chat in one shared inbox, with sequences, signatures, routing, and reports.
- [Legal and e-signature](https://meridian-astro-template.vercel.app/docs/legal/): Draft proposals and contracts with an agent, prepare signature fields, send for e-signature, and keep the signing evidence with the record.
- [Marketing](https://meridian-astro-template.vercel.app/docs/marketing/): Create posts, carousels, blogs, and reviews in a chat, plan them on the release calendar, publish to connected accounts, and find every piece in Artifacts.
- [Agents](https://meridian-astro-template.vercel.app/docs/agents/): Chat with the assistant, then build General, Marketing, and Inbox team agents with exact permissions, triggers, and run history.
- [Connections](https://meridian-astro-template.vercel.app/docs/connections/): Connect Google, Microsoft 365, Slack, HubSpot, Meta, Stripe, LinkedIn, X, Resend, and the intake endpoint so records stay current without manual entry.
- [Import and export](https://meridian-astro-template.vercel.app/docs/import-export/): Import companies, contacts, and deals from CSV, export any record type, and download all workspace data.
- [Settings](https://meridian-astro-template.vercel.app/docs/settings/): Configure branding, research and image generation, website tracking, notifications, currencies, members and allowed sign-in, API keys, webhooks, and MCP.

## API documentation

- [API overview](https://meridian-astro-template.vercel.app/docs/api-overview/): How to reach the Mosaik API, sign in to it, and find the high-level endpoints in the API reference.
- [Records API](https://meridian-astro-template.vercel.app/docs/api-records/): The high-level endpoints for companies, contacts, deals, and activities, with the fields needed to create each record.
- [Intake API](https://meridian-astro-template.vercel.app/docs/api-intake/): Send a contact, company, or deal from your own form or system to Mosaik with one POST request.
- [Finance API](https://meridian-astro-template.vercel.app/docs/api-finance/): Create and read invoices, subscriptions, and payments, and link them to a company, deal, or contact.
- [MCP server](https://meridian-astro-template.vercel.app/docs/mcp/): Connect an AI client to your Mosaik workspace with the Model Context Protocol, using one HTTPS endpoint and an API key.

## Optional

- [Full documentation text](https://meridian-astro-template.vercel.app/llms-full.txt): every guide in one Markdown file.
- [Product updates](https://meridian-astro-template.vercel.app/blog/): release notes and guides.