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AI agent integrationLeverly

Leverly 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 Leverly never means pasting credentials into a prompt.

CategorySales & CRM

Use Leverly from Claude Code

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

Automate Leverly 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 Leverly integration exposes

Leverly is a platform that integrates with various applications to automate workflows and processes.

One connection, many teammates

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

Representative actions

  • Create Call

    Tool to create a new call/lead in Leverly system. Sends lead information to trigger an instant phone call to your sales team. Use when integrating external systems (CRM, forms, lead providers) with Leverly.

  • List Reattempts

    Tool to list all reattempts in Leverly. Use when you need to inspect the history of ingestion reattempts before taking further action.

  • Stop Leverly Reattempts

    Tool to stop ongoing reattempts for a lead in Leverly. Use when you need to halt retries for a given reattempt ID.

Connection

API and auth details

Leverly focuses on recovering inbound leads from form fills, phone calls, after-hours inquiries, and AI-assisted appointment booking. Public API docs are not broadly exposed, so integrations should describe lead handoff, form-to-call, call-response, booking, reporting, and CRM follow-up workflows conservatively.

Source
Type catalog metadata
Auth schemes
API key
FAQ

Questions people ask before connecting Leverly

Can Claude Code use Leverly?

Yes. Type lets an AI teammate use connected Leverly 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 Leverly through Type?

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

Is this the same as a Leverly 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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