Moxo API

Name: Moxo API API
Brand: Moxo API
Availability: InStock

✓ Official Vendor SpecProductivityCollaborationoauth2, apiKey12 EndpointsREST

For Agents

Provision client workspaces, manage transactions and members, attach files and notes, and orchestrate e-signatures and flow steps inside Moxo's collaboration platform.

Connect the Moxo API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Moxo 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.

Install Jentic One Beta (Self-Hosted)

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

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 Moxo API API.

Create and manage client workspaces via /workspaces, including members through /workspaces/{workspaceId}/members

Run flow step actions for embedded automation via /workspaces/{workspaceId}/flows/{flowId}/steps

Manage end-clients of the platform via /clients and track structured deals through /transactions

Upload and list files attached to a workspace via /workspaces/{workspaceId}/files

GET STARTED

Start building with Moxo API API

Explore with Jentic

View OpenAPI Document

Use Cases

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

★ Branded Client Onboarding Workspace

Financial services and professional services firms onboard each new client into a dedicated Moxo workspace that holds documents, signatures, and chat history. The agent creates the workspace via /workspaces, adds the client and the firm's relationship manager via /members, uploads onboarding documents to /files, and kicks off an e-signature via /esignatures. The whole onboarding becomes a scriptable sequence rather than a manual portal click-through.

Create a workspace, add the client and an internal owner via /workspaces/{workspaceId}/members, upload an engagement letter via /files, and create an e-signature request via /esignatures.

Deal Room Transaction Tracking

Deal rooms track structured transactions — a loan application, an account opening, a procurement step. The /transactions endpoint records and updates these and pairs with /workspaces and /flows for the surrounding collaboration. This gives a back-office system a single, coherent place to write transaction state without bespoke per-deal tooling.

Create a transaction tied to a workspace via /transactions, then advance the associated flow step via /workspaces/{workspaceId}/flows/{flowId}/steps.

Embedded Button-Click Automation

Moxo's flows can include buttons that trigger backend automation when clicked. The /webhooks/flows/button-clicked endpoint receives the click event so the integrating system can act — approve a transaction, generate a document, or notify an agent. This makes Moxo a UI surface for backend agentic workflows.

Register the /webhooks/flows/button-clicked handler URL in your backend, then receive the button-click payload and dispatch the appropriate downstream action.

Client-Service Agent via Jentic

An AI customer-service agent provisioning a new client portal searches Jentic for the workspace creation operation, loads its schema, and executes. Jentic injects the OAuth token or API key so the agent never holds raw Moxo credentials. The agent then chains follow-up calls — add members, upload files, request signatures — through the same Jentic flow.

Search Jentic for 'create a Moxo workspace', load /workspaces, and execute it with the new client's name and primary owner.

Key Endpoints

12 endpoints — moxo (formerly moxtra) is a customer interaction platform that powers branded client portals, deal rooms, and external workflow automation for financial services, professional services, and other client-facing teams.

METHOD

PATH

DESCRIPTION

POST

/workspaces

Create a new workspace

POST

/workspaces/{workspaceId}/members

Add or manage workspace members

POST

/workspaces/{workspaceId}/files

Upload a file to a workspace

POST

/workspaces/{workspaceId}/notes

Add a note to a workspace

POST

/workspaces/{workspaceId}/flows/{flowId}/steps

Execute a flow step

POST

/transactions

Create a transaction

POST

/clients

Create a client

POST

/esignatures

Create an e-signature request

POST

/workspaces

Create a new workspace

POST

/workspaces/{workspaceId}/members

Add or manage workspace members

POST

/workspaces/{workspaceId}/files

Upload a file to a workspace

POST

/workspaces/{workspaceId}/notes

Add a note to a workspace

POST

/workspaces/{workspaceId}/flows/{flowId}/steps

Execute a flow step

Why though Jentic?

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

Credential isolation

Moxo OAuth tokens and API keys are stored encrypted in the Jentic vault (MAXsystem). Jentic attaches the Authorization header at call time, so neither value enters the agent's prompt or logs.

Intent-based discovery

Agents search Jentic with intents like 'create a Moxo workspace' or 'upload a file to a workspace' and Jentic returns the matching operation across the 12 endpoints with its input schema, so the agent can act without scanning Moxo's docs.

Time to first call

Direct Moxo integration: 1-2 days to wire OAuth or API key auth, workspace lifecycle, and webhook handling. Through Jentic: under an hour — search, load, execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

Slack API

Slack offers internal team collaboration rather than branded external client portals.

Choose Slack when the agent needs internal team chat; choose Moxo when it needs a branded, client-facing portal with transactions and signatures.

Complementary

HubSpot API

HubSpot manages the CRM record for clients whose deal lives inside a Moxo workspace.

Pair with Moxo when the agent needs to mirror workspace activity back into a HubSpot deal record.

Complementary

Stripe API

Stripe handles the actual payment leg of a transaction tracked in a Moxo workspace.

Pair with Moxo when a workspace transaction needs a real card or ACH charge processed.

FAQs

Specific to using Moxo API API through Jentic.

What authentication does the Moxo API use?

Moxo accepts OAuth 2.0 or an API key passed in the Authorization header. Through Jentic, the credential lives in the encrypted vault and is attached to each request — agents never see the raw token or key in their context.

Can I create a client workspace and add members via the Moxo API?

Yes. POST to /workspaces to create the workspace, then POST to /workspaces/{workspaceId}/members to add internal users and end-clients. The same workspace ID can then be used for files, notes, transactions, and e-signature requests.

How do I send an e-signature request through Moxo?

Call POST /esignatures with the document and signer details. The request is associated with the workspace context so signers can sign in the branded portal.

What are the rate limits for the Moxo API?

Moxo does not publish hard rate limits in the spec. Treat the API as per-tenant fair-use and back off on 429 responses; cache workspace member lists rather than re-reading them on every interaction.

How do I create a workspace through Jentic?

Run pip install jentic, search 'create a Moxo workspace', load POST /workspaces, and execute it with the workspace name and owner. Jentic supplies the OAuth token or API key from your vault.

Is the Moxo API free?

API access is part of the Moxo platform subscription and is not sold standalone. Pricing depends on the customer-interaction plan; contact Moxo for current tiers.