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Operate As

Integration

CiviCRM

Manage contacts, contributions and events in CiviCRM. Your client pastes their CiviCRM key once, and your agent or your code works with their access.

CRM and sales

About CiviCRM

Through Operate As, your agent, n8n workflow or code works in CiviCRM with your client's own access. Your client pastes their API key from CiviCRM once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of CiviCRM's API through the request tool, with the client's access attached.

Common uses in CRM and sales

  • Add new leads from forms, emails and calls
  • Move deals along and log activity after each conversation
  • Keep contact records clean and complete

CiviCRM

CiviCRM · CRM and sales

API key

Manage contacts, contributions and events in CiviCRM

The client pastes their API key from CiviCRM's settings. We store it encrypted.

Building with CiviCRM? The docs have setup steps and code for every tool.

Open the CiviCRM docs

Tools

Your agent calls any endpoint of CiviCRM's API with the request tool, with the client's access attached.

Base URL for request

https://{host}/civicrm/ajax/api4

  • request

    HTTPS ANY /v1/clients/{clientId}/civicrm/{path}

    Any endpoint of CiviCRM's own API, with the client's access attached.

    servicestringrequired
    This service: civicrm
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://{host}/civicrm/ajax/api4
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the CiviCRM key you paste, with only the access you gave that key

Related

More in CRM and sales

Browse every service

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