API keys are hashed (SHA-256) on our servers. Never expose keys in client-side code or public repos. Revoke immediately if compromised.
Core CRM
Leads
Method
Endpoint
Description
GET
/leads
List leads with pagination & filters
GET
/leads/:id
Get lead details
GET
/leads/:id/360
Full 360° view: deals, activities, notes, calls
POST
/leads
Create a lead
PATCH
/leads/:id
Update lead fields
POST
/leads/:id/assign
Assign to team member
Deals & Pipeline
Method
Endpoint
Description
GET
/deals
List deals with stage filtering
GET
/deals/:id
Get deal with full context
POST
/deals
Create a deal
PATCH
/deals/:id
Update deal fields
POST
/deals/:id/move
Move to another pipeline stage
GET
/deals/stages
List pipeline stages
Tasks
Method
Endpoint
Description
GET
/tasks
List tasks (filter by status, priority)
POST
/tasks
Create a follow-up task
POST
/tasks/:id/complete
Mark task as completed
Activities & Notes
Method
Endpoint
Description
GET
/activities
List activities
POST
/activities
Log an activity (call, email, meeting, etc.)
POST
/notes
Add a note to a deal or lead
AI & Intelligence
Agent-Native
These endpoints are designed for AI agents — risk scoring, memory, and buying signals are computed server-side in pure Rust. No LLM calls, instant responses.
Create a webhook (deal.created, deal.stage_changed, etc.)
DELETE
/webhooks/:id
Delete a webhook
API Key Management
Method
Endpoint
Description
GET
/api-keys
List API keys for your org
POST
/api-keys
Create a new API key
DELETE
/api-keys/:id
Revoke an API key
Analytics
Method
Endpoint
Description
GET
/analytics/overview
Pipeline stats, total deals, value, win rate
GET
/performance/leaderboard
Team performance rankings
Agent Workflow
The recommended workflow for an AI agent operating Clozup:
Daily Agent Loop
1. GET /signals?score_min=70 → Check buying signals
2. GET /deals/at-risk → Find deals needing attention
3. GET /deals/:id/intelligence → Get risk score + suggested action
4. GET /deals/:id/memory → Read persistent context
5. POST /activities → Log actions taken
6. POST /deals/:id/memory → Write learnings for next cycle
7. POST /deals/:id/move → Advance pipeline stage