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CRM documentation hub

Project-scoped CRM for contacts, deals, pipelines, and activities — stored as 8DNA tissue, not a separate product.


Start here

Doc Audience Time
how-to/crm/INTEGRATION_QUICKSTART.md Integrators (curl, SDK, MCP) ~10 min
reference/api/crm.md REST + MCP reference Reference
explanation/crm/CRM_AS_8DNA_TISSUE.md Why CRM lives on the project store ~5 min

Quick facts

  • REST: /api/projects/{project_id}/crm/*
  • MCP: crm.* actions — see MCP_CAPABILITY_MATRIX.md § crm
  • API key cap: crm
  • Lifecycle: leadmqlsqlcustomerchurned
  • Entities: 6 types (companies/segments schema-only on roadmap)

Synergies

Integrations: HubSpot/lead_capture via integrations/ · Commerce: linked_order_id roadmap


UI

Signed-in builders: Developer shell → project → CRM (/dev/projects/:id/crm).

OpenAPI: agentstack.tech/swagger