Clientify API

Name: Clientify API API
Brand: Clientify API
Availability: InStock

★ Only Publicly Available OpenAPI DocumentCRMContact ManagementapiKey15 EndpointsREST

For Agents

Manage contacts, companies, deals, and tasks in the Clientify sales CRM through a focused 15-endpoint REST surface.

Quickstart

Get started with Clientify API in minutes using your preferred integration method.

# Add to your MCP client config (Claude Desktop, Cursor, Windsurf)
{
  "jentic": {
    "url": "https://api.jentic.com/mcp",
    "auth": "oauth"
  }
}

# Then ask your agent:
"create a Clientify contact"

# → Jentic returns the GET /events tool with parameter schema, agent executes.

Capabilities

What an agent can do with Clientify API API.

List, create, fetch, update, and delete contacts via /contacts and /contacts/{contactId}

Create and list companies for B2B account management through /companies

Track sales opportunities by listing, creating, and reading deals on /deals and /deals/{dealId}

Create and list tasks plus look up Clientify task types and stages under /tasks and /tasks/types

GET STARTED

Start building with Clientify API API

Explore with Jentic

View OpenAPI Document

Use for: I need to create a new contact in Clientify after a form submission, Update an existing Clientify contact with the latest LinkedIn URL, List all open deals in the Clientify pipeline, Create a deal worth 5000 EUR for a new lead

Not supported: Does not handle email sending, marketing automation flows, or invoicing — use for CRM contact, company, deal, and task management only.

Jentic publishes the only available OpenAPI document for Clientify API, keeping it validated and agent-ready.

Jentic publishes the only available OpenAPI specification for Clientify API, keeping it validated and agent-ready. Clientify is a sales CRM used by SMBs and agencies in Spain, Latin America, and the wider Spanish-speaking market to manage contacts, companies, deals, and tasks. The spec covers 15 endpoints across the four core CRM resources plus a users directory and task taxonomy lookups, giving agents a clean surface for sync, enrichment, and pipeline updates without browsing the Spanish-only docs site.

Use Cases

Patterns agents use Clientify API API for, with concrete tasks.

★ Lead capture from web forms into Clientify

Marketing teams pipe inbound form submissions into Clientify by calling POST /contacts on the form back-end. The new contact gets attached to a company via POST /companies if it is a B2B lead, then a follow-up task is created with POST /tasks to alert the assigned sales rep. The flow takes a single afternoon to wire and replaces brittle Zapier connections.

POST a new contact to /contacts with email, first name, last name; POST a related company to /companies; then POST a follow-up task to /tasks tagged to the contact.

Pipeline reporting and deal sync

RevOps teams pull the Clientify deal list to a data warehouse for revenue forecasting and pipeline reporting. The job calls GET /deals on a schedule, then resolves per-deal detail with GET /deals/{dealId} and joins on the user list from /users for owner attribution. Output feeds Looker, Metabase, or Power BI dashboards.

Fetch GET /deals, then for each id call GET /deals/{dealId} and join with GET /users to produce a pipeline report with owner names.

Task automation for SLA enforcement

Customer success and account management teams use the task endpoints plus task type and stage lookups to enforce response SLAs. A scheduled job creates POST /tasks entries when an account hits a renewal window or a contact has been silent for N days. The fixed task type and stage taxonomy keeps automation aligned with how the sales team triages work in the UI.

Read GET /tasks/types and /tasks/types/stages once, then POST tasks to /tasks for every account that has not been touched in 30 days.

Agent-driven CRM updates through Jentic

AI agents handling sales support tasks (logging a call summary, advancing a deal stage, updating contact fields) can call Clientify through Jentic without holding the API token. Jentic stores the token in MAXsystem and exposes high-level intents like 'create a Clientify contact' so the agent stays in plain language and Jentic resolves the right endpoint and schema.

Search Jentic for 'update a Clientify contact', load the schema for PUT /contacts/{contactId}, then execute with the contact ID and new email.

Key Endpoints

15 endpoints — jentic publishes the only available openapi specification for clientify api, keeping it validated and agent-ready.

METHOD

PATH

DESCRIPTION

GET

/contacts

List contacts

POST

/contacts

Create a contact

PUT

/contacts/{contactId}

Update a contact

GET

/companies

List companies

POST

/companies

Create a company

GET

/deals

List deals

POST

/deals

Create a deal

POST

/tasks

Create a task

GET

/contacts

List contacts

POST

/contacts

Create a contact

PUT

/contacts/{contactId}

Update a contact

GET

/companies

List companies

POST

/companies

Create a company

GET

/deals

List deals

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Clientify API keys are stored encrypted in the Jentic MAXsystem vault. Agents receive scoped credentials per call so the raw token in the Authorization header is never seen by the agent.

Intent-based discovery

Agents search by intent (e.g. 'create a Clientify contact' or 'list deals') and Jentic returns the matching operation with its input schema so the agent calls the right endpoint without parsing the Spanish-language docs.

Time to first call

Direct Clientify integration: half a day to wire auth, pagination, and the four-resource model. Through Jentic: minutes to search, load schema, and execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

HubSpot CRM Contacts

HubSpot is the dominant SMB CRM with deep marketing tooling on the same platform

Choose HubSpot when the team needs marketing automation alongside CRM and is willing to pay for the unified suite.

Alternative

Pipedrive

Pipedrive is a sales-pipeline-first CRM with a similar deal-and-contact data model

Choose Pipedrive when the team is in English-first markets or wants a more visual pipeline UI than Clientify.

Complementary

Brevo Email

Brevo handles transactional and marketing email for contacts created in Clientify

Pair Brevo with Clientify when the agent needs to email contacts that were just created or updated in the CRM.

FAQs

Specific to using Clientify API API through Jentic.

Why is there no official OpenAPI spec for Clientify API?

Clientify publishes a Spanish-language developer site but not a single OpenAPI specification. Jentic generates and maintains this spec so that AI agents and developers can call Clientify API via structured tooling. It is validated against the live API and kept up to date. Get started at https://app.jentic.com/sign-up.

What authentication does the Clientify API use?

Clientify uses an API key passed in the Authorization header (Token <key>). The key is generated from the Clientify account settings. Through Jentic the token is held in MAXsystem and injected per call so it never enters agent context.

Can I create deals programmatically with the Clientify API?

Yes. Call POST /deals with the contact reference, value, currency, and pipeline stage. Read GET /deals/{dealId} afterwards to confirm the stored fields and use GET /users to attach an owner.

What are the rate limits for the Clientify API?

Numeric rate limits are not declared in the OpenAPI spec. Clientify applies tenant-specific throttling that varies by plan. Build your integration with retry-with-backoff on 429 and confirm production limits in the Clientify dashboard.

How do I create a Clientify contact through Jentic?

Run pip install jentic, then with the async client search for 'create a Clientify contact', load the schema for POST /contacts, and execute with email, first name, and last name. Jentic returns the new contact ID.

Does the Clientify API expose task type and stage lookups?

Yes. GET /tasks/types lists all configured task types and GET /tasks/types/stages lists the stages under each type, so automations can stay aligned with the taxonomy seen by the sales team in the Clientify UI.