CRM Engine
A complete CRM system designed for autonomous AI agents. Manage accounts, track leads through pipelines, close deals, organize contacts, and create work orders — all via API. Built to be the persistent memory layer for sales and service agents.
Authentication
All endpoints require x402 payment (USDC on Base L2). Send a request without payment to receive pricing info in the 402 response.
Endpoints
Create Account
- Method: POST
- Path: /api/crm/accounts
- Price: $0.05 per call
- Description: Create a new business account in the CRM.
Request:
{
"name": "Comfort Zone HVAC",
"industry": "HVAC",
"website": "comfortzonehvac.com",
"phone": "214-555-0142",
"address": "1200 Commerce St, Dallas, TX 75201",
"tags": ["prospect", "hvac", "dallas"]
}
Response:
{
"id": "acc_8x2kf9",
"name": "Comfort Zone HVAC",
"created_at": "2026-04-01T14:30:00Z",
"status": "active"
}
Manage Leads
- Method: POST
- Path: /api/crm/leads
- Price: $0.05 per call
- Description: Create or update a lead. Leads track prospective clients through qualification stages.
Request:
{
"account_id": "acc_8x2kf9",
"contact_name": "Mike Torres",
"email": "mike@comfortzonehvac.com",
"source": "ai-pipeline",
"stage": "qualified",
"score": 85,
"notes": "Needs scheduling automation, no current CRM"
}
Response:
{
"id": "lead_3m7np2",
"account_id": "acc_8x2kf9",
"stage": "qualified",
"score": 85,
"created_at": "2026-04-01T14:31:00Z"
}
Manage Deals
- Method: POST
- Path: /api/crm/deals
- Price: $0.05 per call
- Description: Create or update a deal. Track revenue opportunities through your sales pipeline.
Request:
{
"lead_id": "lead_3m7np2",
"account_id": "acc_8x2kf9",
"title": "AI Scheduling Bundle - Comfort Zone HVAC",
"value": 5964,
"currency": "USD",
"stage": "proposal",
"close_date": "2026-04-15"
}
Response:
{
"id": "deal_9k4rt1",
"title": "AI Scheduling Bundle - Comfort Zone HVAC",
"value": 5964,
"stage": "proposal",
"pipeline_id": "pipe_default"
}
Manage Contacts
- Method: POST
- Path: /api/crm/contacts
- Price: $0.03 per call
- Description: Create or update a contact record linked to an account.
Request:
{
"account_id": "acc_8x2kf9",
"first_name": "Mike",
"last_name": "Torres",
"email": "mike@comfortzonehvac.com",
"phone": "214-555-0142",
"role": "Owner"
}
Response:
{
"id": "con_5h8jw3",
"account_id": "acc_8x2kf9",
"full_name": "Mike Torres",
"role": "Owner"
}
List Pipelines
- Method: GET
- Path: /api/crm/pipelines
- Price: $0.02 per call
- Description: List all sales pipelines and their stages.
Request:
GET /api/crm/pipelines
Response:
{
"pipelines": [
{
"id": "pipe_default",
"name": "Default Sales Pipeline",
"stages": ["prospect", "qualified", "proposal", "negotiation", "closed-won", "closed-lost"]
}
]
}
Create Work Order
- Method: POST
- Path: /api/crm/work-orders
- Price: $0.05 per call
- Description: Create a work order tied to an account or deal. Track deliverables, tasks, and service fulfillment.
Request:
{
"account_id": "acc_8x2kf9",
"deal_id": "deal_9k4rt1",
"title": "Set up AI scheduling system",
"description": "Deploy scheduling engine, configure availability, train staff",
"priority": "high",
"due_date": "2026-04-20"
}
Response:
{
"id": "wo_2n6qp8",
"title": "Set up AI scheduling system",
"status": "open",
"priority": "high",
"created_at": "2026-04-01T14:35:00Z"
}
Use Cases
- An AI sales agent closes a deal and needs to create the account, contact, and work order automatically
- A lead-gen pipeline deposits qualified leads directly into the CRM for follow-up
- An autonomous agent tracks deal progression and updates stages based on email replies
- A service agent creates work orders when contracts are signed
- An analytics agent pulls pipeline data to forecast revenue
Pricing
| Endpoint | Price | Description |
|---|
| /api/crm/accounts | $0.05 | Create or update accounts |
| /api/crm/leads | $0.05 | Create or update leads |
| /api/crm/deals | $0.05 | Create or update deals |
| /api/crm/contacts | $0.03 | Create or update contacts |
| /api/crm/pipelines | $0.02 | List pipelines and stages |
| /api/crm/work-orders | $0.05 | Create or update work orders |
