Use Espocrm from Claude
Add the Espocrm connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorEspocrm
Espocrm integration for Claude and Codex
Create a Espocrm connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Espocrm from Codex
Add the Espocrm connection to a Space that runs Codex, then use it from every channel in that Space.
Use Espocrm from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Espocrm connector can do
EspoCRM is an open-source web application that allows businesses to manage their customer relationships effectively.
One connection, many Spaces
Connect Espocrm once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- Get App User
Tool to retrieve current user data including token, ACL, and preferences. Use after successful authentication to fetch session-specific profile.
- Get Metadata
Test connectivity to the Docparser API by calling the ping endpoint. Use this tool to verify that your API credentials are valid and the service is reachable. Returns a simple 'pong' message on success.
Connection
API and auth details
EspoCRM exposes a REST API used by its single-page frontend and external integrations. Public docs cover CRUD operations, metadata, search, stream/activity data, attachments, custom entities, authentication, and connecting CRM records such as accounts, contacts, leads, opportunities, cases, calls, meetings, and tasks.
- Source
- Type catalog metadata
- Auth schemes
- API key
- API docs
- https://docs.espocrm.com/
- API reference
- https://docs.espocrm.com/api/
- Official site
- https://www.espocrm.com/
FAQ
Questions people ask before connecting Espocrm
Can Claude use Espocrm?
Yes. Add a Espocrm connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Espocrm through Type?
Yes. Add a Espocrm connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a Espocrm MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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