CounselMore API

Name: CounselMore API
Brand: CounselMore API
Availability: InStock

★ Only Publicly Available OpenAPI DocumentCRMContact Managementbasic2 EndpointsREST

For Agents

Authenticate a CounselMore consultant and pull their contact records for Zapier-style integrations. Two-endpoint API using HTTP Basic credentials.

Install Jentic One Beta

Connect the CounselMore API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the CounselMore API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with CounselMore API.

Authenticate a CounselMore consultant by submitting username and password to the login endpoint and receive access credentials for follow-up calls

Pull the full contact list for the authenticated consultant in a Zapier-compatible payload to drive downstream sync

Use the contact pull as a periodic poll source so that newly added students or families propagate to a connected CRM or email tool

GET STARTED

Start building with CounselMore API

Explore with Jentic

View OpenAPI Document

Use Cases

Patterns agents use CounselMore API for, with concrete tasks.

★ Daily CounselMore-to-CRM Contact Sync

An education consultant pulls their CounselMore contact list each night and upserts new or changed records into a downstream CRM such as HubSpot or Pipedrive. The login endpoint produces credentials, the pull endpoint returns the contacts, and the integration tool handles deduplication.

Call POST /zLogin with the consultant's credentials, then GET /pullContactsForZapier with the returned access credentials and upsert each contact into the target CRM.

Email Marketing Audience Refresh

Refresh a Mailchimp or similar email audience with the consultant's CounselMore contact list once a week so that new families on the consultant's roster start receiving newsletters automatically. Avoids the manual CSV export-import loop.

Call POST /zLogin, then GET /pullContactsForZapier and push the resulting list into the email tool's audience-update endpoint.

AI Agent Contact Lookup via Jentic

An assistant for an education consultant answers questions like 'how many CounselMore contacts do I have?' or 'give me my contact list for next week's prep' by calling the pull-contacts endpoint through Jentic. The agent never sees the consultant's password — Jentic injects it from the encrypted vault at call time.

Search Jentic for 'pull CounselMore contacts', load GET /pullContactsForZapier, and execute it to return the contact list directly to the consultant.

Key Endpoints

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

METHOD

PATH

DESCRIPTION

POST

/zLogin

Authenticate a consultant and return access credentials

GET

/pullContactsForZapier

Retrieve contacts for Zapier-style integration

POST

/zLogin

Authenticate a consultant and return access credentials

GET

/pullContactsForZapier

Retrieve contacts for Zapier-style integration

Why Jentic?

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

Credential isolation

The CounselMore username and password are stored encrypted in the Jentic vault (MAXsystem). Jentic submits them to /zLogin on the agent's behalf and uses the returned access credentials only for the matching contact-pull call — neither the password nor the access credentials enter the agent's prompt context.

Intent-based discovery

Agents search by intent (e.g., 'pull CounselMore contacts') and Jentic returns the matching operation with its input and response schemas, so the agent calls the right endpoint without browsing CounselMore documentation.

Time to first call

Direct CounselMore integration: a few hours for the login flow and JSON shape mapping. Through Jentic: under 15 minutes — search, load, execute.

FAQs

Specific to using CounselMore API through Jentic.

Why is there no official OpenAPI spec for CounselMore API?

CounselMore exposes a small Zapier-oriented integration surface but does not publish an OpenAPI specification for it. Jentic generates and maintains this spec so that AI agents and developers can call CounselMore 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 CounselMore API use?

The API uses HTTP Basic-style credentials: a consultant's username and password are submitted to POST /zLogin in the request body or query parameters and the response carries the access credentials used on the contacts endpoint. Through Jentic, the username and password are stored encrypted and injected at call time.

Can I retrieve all my CounselMore contacts?

Yes. GET /pullContactsForZapier returns the consultant's contact list in the Zapier-compatible payload designed for downstream integrations, which is the only contact-read primitive in this surface.

Can I create or update CounselMore contacts via the API?

No. The current spec only exposes a login endpoint and a read-only contacts pull. Contact creation and updates must happen inside the CounselMore application itself.

What are the rate limits for the CounselMore API?

The OpenAPI spec does not declare numeric rate limits. Treat HTTP 429 responses as authoritative, back off using the Retry-After header where present, and contact CounselMore support to confirm acceptable polling frequency before scheduling frequent pulls.

How do I sync CounselMore contacts to my CRM through Jentic?

Search Jentic for 'pull CounselMore contacts', load GET /pullContactsForZapier, execute it, and route the response into your CRM's contact upsert endpoint via a second Jentic operation. The agent does not need to handle the CounselMore login flow directly.