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AI agent integrationNoCRM.io

NoCRM.io 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 NoCRM.io never means pasting credentials into a prompt.

CategorySales & CRM

Use NoCRM.io from Claude Code

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

Automate NoCRM.io 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 NoCRM.io integration exposes

noCRM.io is a lead management software designed to help sales teams track and close deals efficiently.

One connection, many teammates

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

Representative actions

  • Add a tag to a lead

    Tool to add a tag to a lead. Use when you need to assign one or more tags to a specified lead via noCRM.io.

  • Append to lead's description

    Tool to append text to the lead's description. Use when you need to add context incrementally without overwriting. Example: Append 'Left voicemail' to lead 1234.

  • Assign Lead to User

    Tool to assign a lead to a user. Use when reassigning a lead to the correct owner to trigger assignment notification.

  • Change Lead Status to Cancelled

    Tool to change a lead's status to 'Cancelled'. Use after confirming no further follow-up is needed and the lead should be marked as cancelled.

  • Change lead status standby

    Tool to change a lead's status to 'StandBy'. Use when scheduling follow-up after determining the next contact should occur in a set number of days.

Connection

API and auth details

noCRM.io provides a REST API for lead-management workflows. Integrations can create, update, retrieve, and delete leads; manage users, activities, tags, steps, comments, files, and events; and subscribe to webhooks using API keys or user tokens with account subdomains.

Source
Type catalog metadata
Auth schemes
API key
FAQ

Questions people ask before connecting NoCRM.io

Can Claude Code use NoCRM.io?

Yes. Type lets an AI teammate use connected NoCRM.io 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 NoCRM.io through Type?

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

Is this the same as a NoCRM.io 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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