Developers · API Docs

Developer documentation, for people and for AI agents

Step-by-step guides for access tokens, AI assistants, webhooks and integrations live in the CrmLeaf help centre. Every page is also available as markdown, with an llms.txt index and a read-only docs MCP server for AI agents.

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Developer documentationPublic · no sign-in

$ curl https://www.crmleaf.app/help/platform/access-tokens.md

Any page, as markdown - append .md

What's available

Guides for every integration surface

Access tokens

Create, scope and revoke personal access tokens - read-only or read-write, 30-day default validity.

See how it works

AI assistant setup

Connect Claude, Claude Code, Cursor or VS Code to the MCP server, with a configuration example for each.

See how it works

Webhooks & Zapier

Enable the modules, configure outbound and inbound webhooks, and use the delivery log to troubleshoot.

See how it works

Integrations overview

How every integration connects - OAuth, API credentials, inbound webhooks or mTLS - and where it is configured.

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Markdown for every page

Append .md to any URL, or send Accept: text/markdown, for the same content without layout or scripts.

See how it works

Docs for AI agents

An llms.txt index, an agent skill file and a read-only docs MCP server that needs no account.

See how it works

In detail

Getting started

Start with a personal access token from Profile → Access Tokens, read-only if you are just exploring - it acts as you, so it sees exactly what you see in CrmLeaf. To connect an AI assistant, add the MCP server address and sign in instead. The REST API, the Public API and webhooks are add-on modules, so confirm they are enabled for your account first.

  • Help centre guides
  • Markdown variants
  • llms.txt
  • Docs MCP server

Built in

  • Help centre guides with steps, field references and troubleshooting tables
  • A markdown variant of every page, at its .md URL
  • An llms.txt index of the whole site, plus llms-full.txt and llms-help.txt
  • An agent skill file at /skill.md
FAQ

Frequently asked questions

Related

Explore further

Access tokens guide

Create, scope and revoke tokens

Connect an AI assistant

MCP setup for each client

Webhooks guide

Zapier & webhooks, step by step

Developers hub

All developer & API surfaces

Start building on CrmLeaf

Issue a token or connect an AI assistant, and follow the guides as you go.

Start Free Trial →Book a 30-min Demo