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Operate As

Integration

Taskip

Client portal for agencies: clients, projects, invoices and support tickets. Your client pastes their Taskip key once, and your agent or your code works with their access.

CRM and sales

About Taskip

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

Taskip

Taskip · CRM and sales

API key

Client portal for agencies: clients, projects, invoices and support tickets

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

Tested against Taskip's live API.

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

Open the Taskip docs

Tools

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

Base URL for request

https://public-api.taskip.net/api

  • request

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

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

    servicestringrequired
    This service: taskip
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://public-api.taskip.net/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 Taskip key you paste, with only the access you gave that key

Related

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Browse every service

Get started

Send your next client one link

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.

Prefer email? hello@operate.as