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Operate As

Integration

Custify

Customer success platform for SaaS: companies, people and playbooks. Your client pastes their Custify key once, and your agent or your code works with their access.

CRM and sales

About Custify

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

Custify

Custify · CRM and sales

API key

Customer success platform for SaaS: companies, people and playbooks

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

Tested against Custify's live API.

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

Open the Custify docs

Tools

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

Base URL for request

https://api.custify.com

  • request

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

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

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

Related

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