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Operate As

Integration

EspoCRM

Open-source CRM: accounts, contacts, leads and opportunities. Your client pastes their EspoCRM key once, and your agent or your code works with their access.

CRM and sales

About EspoCRM

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

EspoCRM

EspoCRM · CRM and sales

API key

Open-source CRM: accounts, contacts, leads and opportunities

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

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

Open the EspoCRM docs

Tools

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

Base URL for request

https://{site}/api/v1

  • request

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

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

    servicestringrequired
    This service: espocrm
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://{site}/api/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 EspoCRM key you paste, with only the access you gave that key

Related

More in CRM and sales

Browse every service

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