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Operate As

Integration

karmaCRM

Small business CRM: contacts, companies, deals and activities. Your client pastes their karmaCRM key once, and your agent or your code works with their access.

CRM and sales

About karmaCRM

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

karmaCRM

karmaCRM · CRM and sales

API key

Small business CRM: contacts, companies, deals and activities

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

Tested against karmaCRM's live API.

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

Open the karmaCRM docs

Tools

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

Base URL for request

https://app.karmacrm.com/api/v3

  • request

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

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

    servicestringrequired
    This service: karmacrm
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://app.karmacrm.com/api/v3
    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 karmaCRM key you paste, with only the access you gave that key

Related

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