Quickstart
Platform
API Reference
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Suggested

Quickstart Authenticate and make your first call
Authentication API keys and OAuth 2.1 — which to use
The data model The seven core entities and how they relate
API reference Every endpoint, from the OpenAPI spec
Webhook payloads The envelope and real sample events
Rate limits What throttling looks like, and backing off
Errors The response envelope and every status code
OQL Query the CRM in one request
MCP server Connect an AI agent to live CRM data
OAuth 2.1 Act on behalf of another user

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Quickstart
Platform
API Reference
Tutorials

Getting Started

Overview
Authentication
Errors
Rate limits
Pagination
Sorting & time filters
Partial updates
Undo deletion

CRM Core

Contacts
Companies
Deals
Actions
Notes
Calls
Meetings
Attachments

Streams

Action Stream
- GET Get a list of contacts prioritized by their next action
Team Stream
- GET Get a list of contacts prioritized by their next action

Events & Webhooks

Web Hooks
Notifications

Search & Filtering

Filters
- GET Get the list of custom filters (for the logged API user's account)
- GET Get (and run) a specific custom filter

CRM Configuration

Statuses
Pipelines
- GET Get all pipelines (associated with the logged API user's account)
- GET Get a specific pipeline
Lead Sources
Relationship Types
Custom Fields
Company Fields
Deal Fields

Predefined Content

Predefined Actions
Predefined Action Groups
Predefined Items
Predefined Item Groups

Account & Reference

Bootstrap
- GET Get useful information about the logged API user's account
- POST Invalidate the current API key and return a new API key
Users
Countries
- GET Get the list of all compatible countries

API Reference — entity overview

Lead Sources

How a contact first came to you. Like statuses, this list is pre-populated and can be edited to fit your account.

Operations 5

GET Get the list of lead sources (for the logged API user's account) /lead_sources
POST Create a new lead source /lead_sources
GET Get a specific lead source /lead_sources/{lead_source_id}
PUT Update a specific lead source /lead_sources/{lead_source_id}
DELETE Delete a specific lead source /lead_sources/{lead_source_id}

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Extension points
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MCP

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