Quick Start
Make your first authenticated request in a few minutes: get a token, set your headers, and read a contact. Start here →
SMBcrm Developer Center
Build directly on your own SMBcrm account — a REST API, an MCP server for AI agents, and webhooks for real-time events.
Build on your SMBcrm account
Section titled “Build on your SMBcrm account”This portal covers building directly on your own SMBcrm account: automating work, syncing data, and extending what your account can do. Authenticate with an OAuth access token or a Private Integration Token, then use the same REST API and MCP server that SMBcrm runs on. Every endpoint here works against a single account/location — the one your token belongs to.
Authentication
OAuth for account access, Private Integration Tokens, scopes, and keeping tokens safe. Authenticate →
REST API
Contacts, conversations, calendars, opportunities, payments, forms, and more. Browse the API →
MCP for AI agents
Connect Claude, Cursor, n8n, or a custom agent to your account with a Private Integration Token. Set up MCP →
Common starting points
Section titled “Common starting points”Base URL & HeadersThe one request shape every endpoint expects.
Contacts APICreate, read, update, search, and tag contacts.
Conversations & MessagesSend and read SMS and email.
WebhooksReceive real-time events instead of polling.
ScopesThe permissions your token needs for each endpoint.
Errors & TroubleshootingStatus codes, common failures, and fixes.