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Operate As

Integration

Clevra

Field service for contractors: scheduling, quotes, invoices and payments. Your client pastes their Clevra key once, and your agent or your code works with their access.

CRM and sales

About Clevra

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

Clevra

Clevra · CRM and sales

API key

Field service for contractors: scheduling, quotes, invoices and payments

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

Tested against Clevra's live API.

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

Open the Clevra docs

Tools

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

Base URL for request

https://app.clevra.ai/api

  • request

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

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

    servicestringrequired
    This service: clevra
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://app.clevra.ai/api
    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 Clevra key you paste, with only the access you gave that key

Related

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