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Operate As

Integration

ServeManager

Process server software: jobs, service attempts, affidavits and invoices. Your client pastes their ServeManager key once, and your agent or your code works with their access.

CRM and sales

About ServeManager

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

ServeManager

ServeManager · CRM and sales

API key

Process server software: jobs, service attempts, affidavits and invoices

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

Tested against ServeManager's live API.

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

Open the ServeManager docs

Tools

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

Base URL for request

https://www.servemanager.com/api

  • request

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

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

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

Related

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Browse every service

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Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.

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