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REST API

The CRM exposes a versioned REST API for integrations. This page is for developers and technical administrators. Everyday users can skip it.

Interactive API docs

From the dashboard, open API Docs (new tab). That page lists endpoints, authentication, and a Postman collection download. The URL looks like /t/{your-org}/api/docs — it is separate from this user guide at /t/{your-org}/docs.

MCP

For assistant-style integrations, administrators can also configure MCP clients under Settings.

Security

  • Never put API keys in proposals or tickets.
  • Rotate credentials if someone leaves the team.
  • Review API logs after you enable a new integration.
← Previous System & API Logs