Matching settings

Matching settings decide what Clustr counts as a path to someone: which kinds of evidence may show one, and what “small company”, “recent” and “same place” mean. There is one set per workspace. It applies everywhere at once: every table, Slack and webhook deliveries, the weekly digest, calendar briefings and Ask Clustr. Admins change them in the app under Settings > Matching, or with the update_matching_settings MCP tool. Everyone in the workspace can read them. Every change is logged with who made it and when, and any earlier version can be restored. A workspace that has never saved follows Clustr’s defaults, including any later change to a default. Once you save, your values stay yours.

What counts as a path

Five kinds of evidence. All are on by default. A path whose only evidence is a kind you switch off is not shown, and a switched-off kind never makes a path warm.

Setting	Evidence
`interactions`	A recorded interaction between the two: a like, comment, share, message or meeting
`recommendations`	A LinkedIn recommendation between the two, either way
`workedTogether`	The two worked at the same company at the same time
`studiedTogether`	The two studied at the same school at the same time
`samePlace`	The two worked in the same place, as Same place below defines it

Paths with no interaction and no recommendation are shown only in workspaces that include them, and only when the two worked together at a small enough employer in the same place. Switching off workedTogether or samePlace hides those paths.

Definitions

Setting	Default	Meaning
`smallCompanyMaxEmployees`	`500`	The largest headcount that counts as a small company. Read from the exact headcount when Clustr has one, else from the LinkedIn size band, counting a band only when all of it fits. `-1` for no limit
`overlapMaxYearsAgo`	`10`	How many years ago a shared job or school may have ended and still count. `0` for no limit
`samePlaceLevel`	`metro`	What same place means: `city` (the same city), `metro` (the same city or metro area), `region` (within about 80 km, or the same state or region), or `country`

Client companies

hideClientCompanies (on by default) hides people who work at one of your client companies everywhere Clustr shows paths. A saved view or a request can still show them: a request that names exclude_client_companies uses its own value, and one that names nothing follows this setting.

Reading and changing them

get_matching_settings returns the current settings, their version, whether the workspace has saved at all, and the defaults. update_matching_settings takes a config object with only the fields you want to change, and an optional reason kept in the log:

{
  "config": {
    "samePlaceLevel": "city",
    "evidence": { "studiedTogether": false }
  },
  "reason": "Only count people who sat in the same city"
}

A value out of range is refused with every failing field named, and nothing is saved. Workspace admins only.

Getting Started

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Matching settings

What counts as a path

Definitions

Client companies

Reading and changing them

​What counts as a path

​Definitions

​Client companies

​Reading and changing them

What counts as a path

Definitions

Client companies

Reading and changing them