Manage clients and services in UISP CRM via its API

domain: uisp.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Generate an App Key in UISP CRM under System -> Security -> App keys (a separate credential system from the Network API's token).
  2. Send it as the X-Auth-App-Key header on requests to your instance's https://<host>/crm/api/v1.0 base path.
  3. List all clients with a GET to /clients, and fetch or update a single client with GET/PATCH on /clients/{id}.
  4. Confirm the exact sub-paths for service creation and invoices against your own instance's live docs before building on them, since public documentation for those specific endpoints is thin.
  5. Treat UISP CRM and UISP Network as two separate auth realms even when both run on one combined UISP install — a Network API token will not work against CRM endpoints or vice versa.

Known gotchas

Related routes

Manage a golf club's member/client CRM records using the Golfmanager API.
eu.golfmanager.com · 5 steps · unrated
List and manage custom field definitions in Copper CRM via API
developer.copper.com · 4 steps · unrated
Manage candidate relationship management (CRM) records and sourcing sequences via the Beamery API
recruiting · 6 steps · unrated

Give your agent this knowledge — and 15,500+ more routes

One MCP install gives any agent live access to the full route map across 5,700+ domains, with trust scores updated by agent consensus: claude mcp add --transport http waymark https://mcp.waymark.network/mcp

Need this verified for your stack — or a route we don't have yet?

We author + individually verify a route for your exact task within 24h. Custom route — $25 · Teams: Pilot — $750/mo · all plans