Salesbuildr API
Connect agents and systems to your Salesbuildr tenant with a public REST API, such as companies, contacts, opportunities, products, quotes, and more. Authenticate with an api-key header. Explore the OpenAPI spec, then book a demo to see it with your stack.
Today
Live Public APIAuthenticate with the api-key header (OpenAPI scheme ApiKey). Keys are issued in the Salesbuildr product under Settings → Integrations → API Key. The domains below are documented in the API reference. Use-case walkthroughs on this site show read-and-brief patterns; the Public API also lets you create and update records, and soft-delete (unlist) where supported, see the API reference and Public API help.
Company
Account context: type, labels, currency, external identifiers.
GET /company
Contact
People tied to companies, such as email, phone, labels, external id.
GET /contact
Opportunity
Pipeline stages, probability, revenue/profit fields, nested company/contact.
GET /opportunity
Product
Catalog pricing, manufacturer/MPN, categories, bundles, listed flags.
GET /product
Quote
Quotes with nested items, company/contact/opportunity, payment terms.
GET /quote
Quote template
Reusable proposal structures, widgets, styling and localization flags.
GET /quote-template
Quote widget template
Reusable section/layout building blocks behind consistent proposals.
GET /quote-widget-template
Pricing book
Validity windows, special-bid numbers, per-product overrides.
GET /pricing-book
Category
Flat categories and /category/tree for structured catalog navigation.
GET /category · /category/tree
Discount group
Named discount policies mapped to companies and classifications.
GET /quote-discount-group
Contract items Beta
Service/vendor/term/quantity/revenue fields, schema may change.
GET /contract/items
Webhooks
Subscribe to company, contact, opportunity, product, quote, and order events.
Webhook subscriptions
Paths are under your tenant’s /public-api base. Prefer small ?size= on paginated list routes. Full path list: API reference.
Webhooks
Stay in sync when Salesbuildr data changes. Configure event subscriptions to your endpoints.
Company
Contact
Opportunity
Order
Product
Quote
Configure webhook endpoints in your Salesbuildr account. Delivery includes retry logic and failure notifications.
Use cases
Read/brief walkthroughsPossibility language for agents and integrations. The walkthroughs below show Claude looking up companies, pipeline, catalog, and quotes in Salesbuildr and briefing you before anything goes out.
How to try this with Claude
Bring your own agent in your tenant, issue an api-key under Settings → Integrations → API Key, paste a read/brief prompt, human review before send.
What you can do today
These examples show Claude looking up companies, pipeline, catalog, and quotes in Salesbuildr and briefing you before anything goes out.
What the API can do
Salesbuildr’s Public API also lets you create and update records, and soft-delete (unlist) where supported, details in the API reference / Public API help.
Writing through Claude
Step-by-step Claude recipes for creating quotes or moving deals aren’t published here yet. Ask on a demo if you want that path. A person should still review before anything reaches a customer.
Prospecting → account context
Your agent can look up a company and related contacts so outreach starts from your CRM truth (type, labels, external ids) instead of a blank form.
Pipeline standup
Your agent can pull a size-bounded list of opportunities (stage, probability, expected close, revenue/profit) and brief the team on what’s moving.
Opportunity from conversations
Your agent can use its email / calendar / transcript tools, then Upsert the Salesbuildr opportunity (customer ask in description) so the rep doesn’t retype what already happened.
Proposal from approved narrative
Your agent can list quote templates (and their widgets) then read existing quotes tied to opportunities so proposals inherit your structure.
Quality assurance
Your agent can QA a draft before send, line items against approved pricing books, discount groups, and catalog truth, plus proposal templates, widgets, and narrative consistency.
Sellable portfolio
Your agent can search the product catalog so recommendations stay inside what you actually sell, such as price/cost/markup, manufacturer/MPN, categories, bundles.
Governed price lists & discounts
Your agent can list pricing books and read quote discount groups so guidance stays on approved lists and policies, not invented in chat.
Structured catalog navigation
Your agent can walk categories or the category tree so humans and agents browse the portfolio the same way your CPQ is organized.
On-brand building blocks
Your agent can inventory quote templates and quote widget templates, the reusable sections and layout rules behind consistent proposals.
Renewal glance Beta
Your agent can read contract items (service, vendor, term, quantity, revenue/profit) for renewal prep, labeled beta; expect change.
Coming
Coming soonGuardrails and agent ergonomics on the roadmap, not available as live product claims today.
Scoped APIs
Least-privilege identities for agent workloads, scoped access, not broad human credentials.
Observability
Clear logs over agent-driven activity, who did what, when, and via which tool.
Versioning
Safer change control so risky actions can be reviewed and reversed when that capability ships.
MCP
Model Context Protocol tool surfaces are not live today. Agents connect through the Public REST API now; MCP is coming soon.
Agents
Bring your ownWorks with the agents your team already uses. You might point Copilot, Grok, Cursor, Claude, Codex, or any agent that can call HTTP, at Salesbuildr in an isolated secure environment.
Logos identify products your team might already use. Salesbuildr is not affiliated with or endorsed by these companies.
Architecture
Agent ↔ tools flowUser and preferred agent can stay in an isolated secure environment. Your agent might fan out to Salesbuildr (primary) plus Microsoft 365 mailbox, Calendar, and Teams, then brief the team from CRM truth and quote context pulled via the Public API.
Salesbuildr
Primary tool when connected · Public REST API. MCP coming soon.
Microsoft 365 / Mailbox
Emails and mailbox context
Calendar
Appointments and scheduling
Teams
For example: transcripts / meeting notes
What that looks like
Live illustrationWatch how your preferred agent might work with Salesbuildr, a short replay of a possible session using today’s Public API.
Frequently Asked Questions
Common questions about connecting other tools through the API.
Can I connect another PSA or tool, such as SuperOps?
Salesbuildr has native integrations with Autotask, ConnectWise Manage, HaloPSA and HubSpot. Other tools can be connected through the Salesbuildr API. The API reference lists the entities the API exposes and the webhooks you can subscribe to.
Do you integrate with accounting software like Xero, QuickBooks or Exact?
There’s no built-in integration with accounting systems. You can use the Salesbuildr API to push and pull information, or use webhooks to send data to endpoints in other applications. The API reference lists the entities the API exposes and the webhooks available.
See the API with your team
Book a short demo, explore how your agent of choice could work with Salesbuildr without giving us blanket access to mail, Teams, or calendar.