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AI agent integrationEspocrm

Espocrm integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Espocrm never means pasting credentials into a prompt.

CategorySales & CRM

Use Espocrm from Claude Code

Bring Espocrm context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Espocrm with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Sales & CRM

What the Espocrm integration exposes

EspoCRM is an open-source web application that allows businesses to manage their customer relationships effectively.

One connection, many teammates

Connect Espocrm once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • Get App User

    Tool to retrieve current user data including token, ACL, and preferences. Use after successful authentication to fetch session-specific profile.

  • Get Metadata

    Test connectivity to the Docparser API by calling the ping endpoint. Use this tool to verify that your API credentials are valid and the service is reachable. Returns a simple 'pong' message on success.

Connection

API and auth details

EspoCRM exposes a REST API used by its single-page frontend and external integrations. Public docs cover CRUD operations, metadata, search, stream/activity data, attachments, custom entities, authentication, and connecting CRM records such as accounts, contacts, leads, opportunities, cases, calls, meetings, and tasks.

FAQ

Questions people ask before connecting Espocrm

Can Claude Code use Espocrm?

Yes. Type lets an AI teammate use connected Espocrm actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Espocrm through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Espocrm catalog entry includes public integration details and example capabilities where available.

Is this the same as a Espocrm MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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