Use Espocrm from Claude
Add the Espocrm connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorEspocrm
Espocrm integration for Claude and Codex
Create a Espocrm connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Espocrm from Codex
Add the Espocrm connection to a Space that runs Codex, then use it from every channel in that Space.
Use Espocrm from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Espocrm connector can do
Espocrm is an open-source CRM that exposes its own data model through a REST API, and confirming what a connection can see starts with checking session and metadata details. In type.com, a sales or admin Space can ask Claude to confirm which user a connection is authenticated as or pull the CRM's current metadata before building a more complex request on top of it.
One connection, many Spaces
Connect Espocrm once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Espocrm in type.com
Confirm the authenticated user
Check which Espocrm user and permissions a connection is using before relying on it for a task.
Check which Espocrm user our connection is authenticated as and what their access level looks like.
Review the CRM's current metadata
Pull the current metadata to understand what entities and fields are available before scripting against them.
Get the current Espocrm metadata so I can see what custom entities are set up.
Confirm the connection works before scripting more
Check the session and metadata responses together before building a more complex sequence of requests.
Confirm our Espocrm connection is working by checking the current user and fetching metadata.
Representative actions
- Get App User
Retrieves the current authenticated user's data, including token, ACL, and preferences.
- Get Metadata
Returns the CRM's current metadata, describing available entities and fields.
Connection
API and auth details
EspoCRM exposes a REST API used by its single-page frontend and external integrations. Public docs cover CRUD operations, metadata, search, stream/activity data, attachments, custom entities, authentication, and connecting CRM records such as accounts, contacts, leads, opportunities, cases, calls, meetings, and tasks.
- Source
- type.com catalog metadata
- Auth schemes
- API key
- API docs
- https://docs.espocrm.com/
- API reference
- https://docs.espocrm.com/api/
- Official site
- https://www.espocrm.com/
FAQ
Questions people ask before connecting Espocrm
Can Claude check Espocrm details from type.com?
Yes. With Espocrm connected to a Space, you can ask the agent to confirm the authenticated user or pull current metadata, and the result shows up in the thread for the team.
How does type.com authenticate with Espocrm?
Espocrm uses an API key. An admin adds it once when setting up the connection and controls which Spaces can use it.
Can Espocrm metadata checks run on a schedule?
Yes. A recurring check, such as confirming the connection is still authenticated each week, can be set up as a type.com automation that posts to a channel.
Is this the same as a Espocrm MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More sales & crm connectors
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Connect NoCRM.io to Claude in type.com to tag leads, log call notes, reassign ownership, and update lead status from a thread.
Connect Nutshell to Claude in type.com to log contacts, schedule follow-up activities, and create leads directly from a thread.
Connect Odoo to Claude in type.com to run JSON-RPC queries and check parsing results for invoices, statements, and expenses.