Outseta API
Official vendor OpenAPI document · agent-readyProductivityCollaborationapiKey11 EndpointsREST
For Agents
Manage Outseta CRM contacts, accounts, deals, subscriptions, billing, and email lists for SaaS and membership business automation.
Use for: I need to create a new contact in Outseta CRM, List all active subscriptions, Cancel a subscription programmatically, Retrieve all billing plans
Not supported: Does not process payments directly (relies on integrated payment gateways), send marketing emails (use Outseta UI), or handle advanced revenue recognition - use for CRM, subscription management, and list automation only.
Outseta is an all-in-one business platform combining CRM, subscription billing, authentication, and email marketing for SaaS and membership businesses. The API provides endpoints for managing CRM people and accounts, deals, subscription plans, subscriptions, invoices, email lists, and list subscriptions. Use it to sync customer data across systems, automate subscription lifecycle events, manage deal pipelines, integrate authentication with external apps, and programmatically manage email marketing lists.
Install Jentic One Beta
Connect the Outseta API to your agent
Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Outseta 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.
1
Step 1: Jentic One Host machine
# On the machine that will host your Jentic One instance:
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Foutseta.com%2Foutseta" | sh2
Step 2: Agent machine
# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Foutseta.com%2Foutseta" | sh
jentic register # connects your agent to your Jentic One instanceJentic 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 Outseta API.
Create, read, update, and list CRM people (contacts) and accounts (companies)
Manage deals and sales pipeline in the CRM
List subscription billing plans and retrieve plan details
Create, read, update, and cancel subscriptions programmatically
Retrieve invoices for billing and reporting
List email marketing lists and manage list subscriptions
Add or remove subscribers from email lists
Query resources with pagination using offset and limit
Integrate customer authentication and user provisioning
Use Cases
Patterns agents use Outseta API for, with concrete tasks.
★ Subscription Lifecycle Automation
Automate subscription creation, updates, and cancellations based on customer actions or external triggers. POST /billing/subscriptions creates a new subscription tied to a plan and person, PUT /billing/subscriptions/{uid} updates subscription parameters (plan, quantity, billing cycle), and DELETE cancels a subscription. Integrate with product onboarding flows, payment gateways, or customer success platforms to provision access, upgrade plans, or handle churn programmatically without manual admin tasks.
POST /billing/subscriptions with person_id and plan_id to create a subscription, then PUT /billing/subscriptions/{uid} to upgrade or downgrade, or DELETE to cancel on churn.
CRM and Customer Data Sync
Keep Outseta CRM synchronized with external systems like marketing automation, support tools, or data warehouses. POST /crm/people creates contacts, POST /crm/accounts creates company records, and POST /crm/deals tracks sales opportunities. Bidirectional sync ensures customer data stays consistent across platforms - new leads from marketing flow into Outseta, deal closures trigger subscription provisioning, and CRM updates propagate to analytics tools.
POST /crm/people with contact details, POST /crm/accounts with company info, and POST /crm/deals to track pipeline. Query with GET to sync data back to external systems.
Billing and Invoice Reporting
Retrieve billing plan details and invoice data for financial reporting, revenue recognition, or customer account reviews. GET /billing/plans lists all available subscription plans, GET /billing/subscriptions retrieves active subscriptions with plan and pricing details, and GET /billing/invoices returns invoice history. Integrate with accounting systems, dashboards, or customer portals to display billing information, track MRR, or automate invoice delivery.
GET /billing/plans for plan catalog, GET /billing/subscriptions for active subscription list, and GET /billing/invoices for invoice history. Aggregate data for MRR dashboards or export to accounting tools.
Email List Management and Segmentation
Programmatically manage email marketing lists and subscriber enrollment. GET /email/lists retrieves all lists, POST /email/lists/{uid}/subscriptions adds a person to a list, and DELETE removes them. Use this to segment customers by plan tier, lifecycle stage, or engagement level, then sync segments to Outseta email lists for targeted campaigns. Automate list updates based on CRM status changes, subscription events, or product usage signals.
GET /email/lists to find the target list, then POST /email/lists/{uid}/subscriptions with person_id to add subscribers. Trigger list updates based on subscription or CRM events.
AI Agent for Business Operations
Let an AI agent handle Outseta admin tasks - creating contacts, managing subscriptions, updating deals, and adding subscribers to email lists. Through Jentic, the agent searches by intent ('create an Outseta subscription') and loads only the required endpoints. API keys are injected at execution time, keeping credentials out of agent context.
Use the Jentic search query 'create an Outseta subscription' to find POST /billing/subscriptions, load its schema, and execute with person_id and plan_id provided by the user.
Key Endpoints
11 endpoints — outseta is an all-in-one business platform combining crm, subscription billing, authentication, and email marketing for saas and membership businesses.
METHOD
PATH
DESCRIPTION
POST
/crm/people
Create a new contact
POST
/crm/accounts
Create a new account
POST
/crm/deals
Create a new deal
GET
/billing/plans
List all subscription plans
POST
/billing/subscriptions
Create a new subscription
GET
/billing/invoices
List invoices
POST
/email/lists/{uid}/subscriptions
Add a subscriber to an email list
POST
/crm/people
Create a new contact
POST
/crm/accounts
Create a new account
POST
/crm/deals
Create a new deal
GET
/billing/plans
List all subscription plans
POST
/billing/subscriptions
Create a new subscription
GET
/billing/invoices
List invoices
POST
/email/lists/{uid}/subscriptions
Add a subscriber to an email list
Why Jentic?
What agents get from Jentic-routed access to this vendor.
Setup
Wiring Outseta by hand means carrying its bearer token and resolving your own subdomain into the host, since the base URL is https://{subdomain}.outseta.com/api/v1. Through Jentic you install once, import the Outseta API from the API Directory, store the token once, and your agent calls it.
Permission scoping
Outseta puts the email list id in the URL path (/email/lists/{uid}/subscriptions), so a rule can pin list subscription work to one list, while CRM and billing creates take their target in the body and are scoped by operation. You choose the operations the agent may call, so it only creates the people, accounts, deals, or subscriptions you allow.
Credential isolation
Your Outseta API token is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.
Intent-based discovery
Agents search Jentic by intent such as 'create an Outseta subscription' or 'add a contact to an email list', and Jentic returns the matching Outseta operation with its input schema so the agent calls the right endpoint without browsing the reference docs.
Related APIs
Alternatives and complements available in the Jentic catalogue.
Complementary
Stripe API
Stripe handles payment processing while Outseta provides CRM, billing, and authentication in one platform.
Use Stripe for standalone payment processing; use Outseta for an integrated CRM, billing, and auth platform.
FAQs
Specific to using Outseta API through Jentic.
What authentication does the Outseta API use?
The API uses API key authentication passed in request headers. Through Jentic, API keys are stored encrypted and injected at execution time, keeping them out of agent prompts and transcripts.
Can I create and manage subscriptions programmatically?
Yes. POST /billing/subscriptions creates a new subscription, PUT /billing/subscriptions/{uid} updates it, and DELETE cancels it. This allows full subscription lifecycle automation.
How do I sync CRM data with external systems?
Use POST /crm/people and POST /crm/accounts to create records in Outseta, then use GET endpoints with pagination to query data for syncing back to external systems. Webhooks (if available) can push updates in real time.
Can I add contacts to email lists via the API?
Yes. POST /email/lists/{uid}/subscriptions adds a person to an email list. Use GET /email/lists to find the list UID first.
Is the Outseta API free?
API access is included with Outseta subscriptions. Pricing is based on plan tier (Starter, Growth, Pro) and not API usage volume.
What is the base URL format for the Outseta API?
The base URL is https://{subdomain}.outseta.com/api/v1, where {subdomain} is your Outseta account subdomain (e.g., yourcompany.outseta.com).
Can I limit what my agent is allowed to do with the Outseta API?
Yes. Because you self-host Jentic One, your own rules decide which Outseta operations and credentials the agent may use. Since Outseta puts the email list id in the URL path (/email/lists/{uid}/subscriptions), a rule can pin list-subscription work to a single list, while CRM and billing creates take their target in the body and are scoped by operation. You choose the operations the agent can call, so it only creates the people, accounts, deals, or subscriptions you allow.
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