Standard Bureau CRM API

Use the versioned API for leads, opportunities, pipelines, proposals, deliveries, and agent writes.

Authentication

Authorization: Bearer $CRM_API_TOKEN
Content-Type: application/json
Idempotency-Key: stable-key-for-write

Core Endpoints

• GET /api/v1/dashboard
• GET|POST /api/v1/contacts
• GET|POST /api/v1/pipelines
• POST /api/v1/pipelines/{pipeline_id}/entries
• GET|POST /api/v1/opportunities
• POST /api/v1/pipeline-entries/{entry_id}/move
• GET|POST /api/v1/proposals
• POST /api/v1/proposals/{token}/attach
• POST /api/v1/proposals/{token}/deliver
• GET /api/v1/activity

Create Lead

{
  "full_name": "Jordan Lee",
  "email": "jordan@example.com",
  "company": "Example Co",
  "source": "referral",
  "tags": ["ai", "proposal"]
}

Create Pipeline

{
  "name": "Partnerships",
  "stages": [
    { "name": "New", "position": 10 },
    { "name": "Qualified", "position": 20 },
    { "name": "Proposal Sent", "position": 30 },
    { "name": "Won", "position": 40, "is_closed": true, "outcome": "won" }
  ]
}

Create Proposal

{
  "title": "Agentic CRM Implementation",
  "contact_id": "ct_abc123",
  "opportunity_id": "opp_abc123",
  "markdown": "# Agentic CRM Implementation\n\n## Scope\n\n- Pipeline CRM\n- Proposal delivery\n- Agent skill"
}

OpenAPI

Open /api/openapi.json