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Operate As

Integration

Easyly

CRM for service businesses with built-in phone, SMS, email marketing and payments. Your client pastes their Easyly key once, and your agent or your code works with their access.

CRM and sales

About Easyly

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

Easyly

Easyly · CRM and sales

API key

CRM for service businesses with built-in phone, SMS, email marketing and payments

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

Tested against Easyly's live API.

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

Open the Easyly docs

Tools

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

Base URL for request

https://api.easyly.com/v1

  • request

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

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

    servicestringrequired
    This service: easyly
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.easyly.com/v1
    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 Easyly key you paste, with only the access you gave that key

Related

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