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iblai-api-crmlisted

Manage an ibl.ai organization's CRM via the platform API — people, organizations, pipelines and stages, lead sources, deals (with stage-move/won/lost actions), activities, and tags. Org-wide sales/relationship management. Use for lead capture, pipelines, and deal flow.
iblai/api · ★ 15 · AI & Automation · score 75
Install: claude install-skill iblai/api
# iblai-api-crm Manage an organization's **CRM** from the API: people and organizations, pipelines and their stages, lead sources, deals (with stage-move / won / lost actions), activities, and tags — all the sales and relationship-management records for one organization. Use for lead capture, pipelines, and deal flow. ## Auth & conventions - **Base URL:** `https://api.iblai.app/dm` — CRM is a Data Manager (DM) endpoint, so the **`/dm` prefix is required**; the `/api/crm/...` paths below are appended to it (e.g. `https://api.iblai.app/dm/api/crm/persons/`). - **Header:** `Authorization: Api-Token $IBLAI_API_KEY` on every request. (The CRM developer docs phrase this as `Authorization: Token <key>` — it is the same Platform API Token.) - **Scope:** Platform-scoped. Every record belongs to the organization resolved from the token, so there is **no `{org}` in the path**. - **Ids:** integers for every resource **except** Person and Organization, whose ids are **UUID** strings. - Not connected yet? Run **`/iblai-api-login`** first to populate `IBLAI_ORG`, `IBLAI_USERNAME`, and `IBLAI_API_KEY`. ## Resources | Resource | Path | Id | | ------------ | ----------------------------------------- | ------------------------------- | | Person | `/api/crm/persons/` | UUID | | Organization | `/api/crm/organizations/` | UUID