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Operate As

Integration

Liteo

CRM for install and service businesses: leads, quotes, deals and job records. Your client pastes their Liteo key once, and your agent or your code works with their access.

CRM and sales

About Liteo

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

Liteo

Liteo · CRM and sales

API key

CRM for install and service businesses: leads, quotes, deals and job records

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

Tested against Liteo's live API.

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

Open the Liteo docs

Tools

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

Base URL for request

https://app.liteo.io/api

  • request

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

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

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

Related

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