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Integration

Vtiger CRM

Cloud CRM: contacts, organizations, deals, tickets and activities. Your client pastes their Vtiger CRM key once, and your agent or your code works with their access.

CRM and sales

About Vtiger CRM

Vtiger CRM is a cloud CRM covering sales, marketing and help desk.

With your client's Vtiger CRM connected, your agent can work with contacts, organizations, deals, tickets and activities.

Vtiger CRM

Vtiger CRM · CRM and sales

API key

Cloud CRM: contacts, organizations, deals, tickets and activities

The client pastes their access key from Vtiger CRM's settings. We store it encrypted.

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

Open the Vtiger CRM docs

Tools

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

Base URL for request

https://{instance}/restapi/v1/vtiger/default

  • request

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

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

    servicestringrequired
    This service: vtiger
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://{instance}/restapi/v1/vtiger/default
    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 Vtiger CRM key you paste, with only the access you gave that key

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.