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Leads
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Opportunities
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Pipelines
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Proposals
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Delivered
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Viewed
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Leads
Opportunities
Proposals
Agent access
An agent (Claude, etc.) can do everything you can do here — manage leads, pipelines, opportunities, and write, edit, deliver, and publish proposals — through the CRM's HTTP API. Paste the block below into your agent to onboard it.
It points the agent at a living instructions page (/agent) and tells it to re-check that page whenever an endpoint is missing, so it always has current docs.
Paste to your agent
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API token
This is the agent's bearer token. Treat it like a password; rotate it by setting a new CRM_API_TOKEN in Convex.
CRM_API_TOKEN
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Users
Slack activity
Every message sent to the Slack agent is audit-logged here — who sent it, whether they were authorized, and what the agent did.
No Slack messages yet