CRM Block

Enterprise customer relationship management through a simple REST API

The CRM Block provides a complete customer relationship management solution. Manage unlimited contacts, track company accounts, build deal pipelines, log activities, and score leads - all through a RESTful API with real-time webhooks.

Key Features

Contact Management - Unlimited contacts with custom fields, tags, and segmentation
Company Accounts - Link contacts to companies with hierarchies and account scoring
Deal Pipeline - Customizable stages, probability tracking, and revenue forecasting
Activity Tracking - Calls, emails, meetings, and tasks with timeline views
Lead Scoring - Behavioral scoring with custom rules and score decay
Custom Fields - Define unlimited custom fields for contacts, companies, and deals
Relationship Insights - Health scores, engagement analytics, and next-best-action
Real-time Webhooks - Instant notifications for all record changes

API Endpoint

Service	URL
CRM	`https://crm.api.us.23blocks.com`

Environment Routing: One URL, one environment. All shared-platform API keys are live keys:

pk_live_* / sk_live_* → your production tenant. Need a separate staging environment? It is available as a paid add-on on deployments in your own cloud account — see 23blocks in a Box.

Quick Start

Installation

npm install @23blocks/sdk

Basic Usage

import { create23BlocksClient } from '@23blocks/sdk';

const client = create23BlocksClient({
  urls: { crm: 'https://crm.api.us.23blocks.com' },
  apiKey: 'your-api-key',
});

// Create a contact
const contact = await client.crm.contacts.create({
  first_name: 'Jane',
  last_name: 'Smith',
  email: 'jane@company.com',
  phone: '+1-555-0123',
  tags: ['enterprise', 'decision-maker']
});

// Create a company and link the contact
const company = await client.crm.companies.create({
  name: 'Acme Corp',
  industry: 'Technology',
  size: '100-500',
  website: 'https://acme.com'
});

// Link contact to company
await client.crm.contacts.update(contact.id, {
  company_id: company.id
});

// Create a deal
const deal = await client.crm.deals.create({
  name: 'Enterprise License',
  contact_id: contact.id,
  company_id: company.id,
  value: 50000,
  stage: 'qualified',
  probability: 60,
  expected_close_date: '2025-03-31'
});

Authentication

Required Headers

All API requests require authentication:

Authorization: Bearer [JWT_TOKEN]
X-API-Key: [COMPANY_API_KEY]
Content-Type: application/json

API Reference

Contacts

Create Contact

Create a new contact record.

POST /api/v1/contacts

Request Body:

{
  "data": {
    "type": "contacts",
    "attributes": {
      "first_name": "Jane",
      "last_name": "Smith",
      "email": "jane@company.com",
      "phone": "+1-555-0123",
      "title": "VP of Engineering",
      "company_id": "comp_abc123",
      "tags": ["enterprise", "decision-maker"],
      "custom_fields": {
        "department": "Engineering",
        "budget_authority": true
      }
    }
  }
}

Response:

{
  "data": {
    "id": "cont_xyz789",
    "type": "contacts",
    "attributes": {
      "first_name": "Jane",
      "last_name": "Smith",
      "email": "jane@company.com",
      "phone": "+1-555-0123",
      "title": "VP of Engineering",
      "company_id": "comp_abc123",
      "tags": ["enterprise", "decision-maker"],
      "custom_fields": {
        "department": "Engineering",
        "budget_authority": true
      },
      "lead_score": 0,
      "created_at": "2025-01-15T10:30:00Z",
      "updated_at": "2025-01-15T10:30:00Z"
    }
  }
}

Get Contact

Retrieve a contact by ID.

GET /api/v1/contacts/:id

Query Parameters:

Parameter	Type	Description
`include`	string	Related resources: `company,deals,activities`

List Contacts

Retrieve a paginated list of contacts.

GET /api/v1/contacts

Query Parameters:

Parameter	Type	Description
`page[number]`	integer	Page number (default: 1)
`page[size]`	integer	Items per page (default: 25, max: 100)
`filter[email]`	string	Filter by email (exact match)
`filter[company_id]`	string	Filter by company
`filter[tags]`	string	Filter by tags (comma-separated)
`filter[lead_score_min]`	integer	Minimum lead score
`filter[lead_score_max]`	integer	Maximum lead score
`sort`	string	Sort field: `created_at`, `-created_at`, `lead_score`, `-lead_score`

Update Contact

Update an existing contact.

PATCH /api/v1/contacts/:id

Delete Contact

Delete a contact (soft delete by default).

DELETE /api/v1/contacts/:id

Merge Contacts

Merge duplicate contacts into one.

POST /api/v1/contacts/:id/merge

Companies

Create Company

Create a new company account.

POST /api/v1/companies

Request Body:

{
  "data": {
    "type": "companies",
    "attributes": {
      "name": "Acme Corp",
      "domain": "acme.com",
      "industry": "Technology",
      "size": "100-500",
      "website": "https://acme.com",
      "phone": "+1-555-0100",
      "address": {
        "street": "123 Main St",
        "city": "San Francisco",
        "state": "CA",
        "country": "US"
      },
      "parent_company_id": null
    }
  }
}

List Companies

GET /api/v1/companies

Query Parameters:

Parameter	Type	Description
`filter[industry]`	string	Filter by industry
`filter[size]`	string	Filter by company size
`filter[parent_company_id]`	string	Filter by parent company
`sort`	string	Sort: `name`, `created_at`, `-account_score`

Get Company Hierarchy

Get the full company hierarchy (parent and children).

GET /api/v1/companies/:id/hierarchy

Deals

Create Deal

Create a new deal/opportunity.

POST /api/v1/deals

Request Body:

{
  "data": {
    "type": "deals",
    "attributes": {
      "name": "Enterprise License - Acme Corp",
      "contact_id": "cont_xyz789",
      "company_id": "comp_abc123",
      "pipeline_id": "pipe_default",
      "stage": "qualified",
      "value": 50000,
      "currency": "USD",
      "probability": 60,
      "expected_close_date": "2025-03-31"
    }
  }
}

Move Deal Stage

Move a deal to a different pipeline stage.

POST /api/v1/deals/:id/stage

Request Body:

{
  "stage": "proposal",
  "probability": 75,
  "notes": "Sent proposal, awaiting response"
}

Win Deal

Mark a deal as won.

POST /api/v1/deals/:id/win

Lose Deal

Mark a deal as lost.

POST /api/v1/deals/:id/lose

List Deals by Pipeline

Get deals grouped by pipeline stage.

GET /api/v1/pipelines/:pipeline_id/deals

Pipelines

Create Pipeline

Create a custom sales pipeline.

POST /api/v1/pipelines

Request Body:

{
  "data": {
    "type": "pipelines",
    "attributes": {
      "name": "Enterprise Sales",
      "stages": [
        { "name": "lead", "order": 1, "probability": 10 },
        { "name": "qualified", "order": 2, "probability": 25 },
        { "name": "proposal", "order": 4, "probability": 60 },
        { "name": "won", "order": 6, "probability": 100, "is_closed": true, "is_won": true },
        { "name": "lost", "order": 7, "probability": 0, "is_closed": true, "is_won": false }
      ]
    }
  }
}

Activities

Create Activity

Log a sales activity.

POST /api/v1/activities

Request Body:

{
  "data": {
    "type": "activities",
    "attributes": {
      "type": "call",
      "subject": "Discovery Call",
      "contact_id": "cont_xyz789",
      "deal_id": "deal_def456",
      "notes": "Discussed requirements. Interested in enterprise features.",
      "duration_minutes": 30,
      "outcome": "positive",
      "completed_at": "2025-01-15T14:00:00Z"
    }
  }
}

Activity Types:

Type	Description
`call`	Phone call
`email`	Email sent/received
`meeting`	In-person or virtual meeting
`task`	To-do task
`note`	General note

Get Contact Timeline

Get all activities for a contact as a timeline.

GET /api/v1/contacts/:id/timeline

Lead Scoring

Get Lead Score

Get the current lead score and breakdown.

GET /api/v1/contacts/:id/score

Response:

{
  "data": {
    "contact_id": "cont_xyz789",
    "total_score": 85,
    "breakdown": {
      "behavioral": 45,
      "demographic": 25,
      "engagement": 15
    },
    "factors": [
      { "name": "Email opened (5x)", "points": 10 },
      { "name": "Website visited", "points": 15 },
      { "name": "Pricing page viewed", "points": 20 },
      { "name": "Enterprise company size", "points": 15 }
    ],
    "grade": "A"
  }
}

Configure Scoring Rules

Define custom lead scoring rules.

POST /api/v1/scoring-rules

Custom Fields

Create Custom Field

Define a custom field for contacts, companies, or deals.

POST /api/v1/custom-fields

Field Types:

Type	Description
`text`	Single-line text
`textarea`	Multi-line text
`number`	Numeric value
`currency`	Money value
`date`	Date value
`boolean`	Yes/No
`dropdown`	Single select
`multiselect`	Multiple select

Webhooks

Webhook Events

Subscribe to CRM events in real-time.

Event	Description
`contact.created`	New contact created
`contact.updated`	Contact updated
`contact.deleted`	Contact deleted
`company.created`	New company created
`deal.created`	New deal created
`deal.stage_changed`	Deal moved stages
`deal.won`	Deal marked as won
`deal.lost`	Deal marked as lost
`activity.created`	Activity logged
`lead_score.changed`	Lead score updated

Create Webhook

POST /api/v1/webhooks

SDK Examples

TypeScript

import { create23BlocksClient } from '@23blocks/sdk';

const client = create23BlocksClient({
  urls: { crm: 'https://crm.api.us.23blocks.com' },
  apiKey: process.env.BLOCKS_API_KEY!,
});

// Create contact with company
async function createLead(data: LeadData) {
  let company = await client.crm.companies.findByDomain(data.companyDomain);

  if (!company) {
    company = await client.crm.companies.create({
      name: data.companyName,
      domain: data.companyDomain
    });
  }

  const contact = await client.crm.contacts.create({
    first_name: data.firstName,
    last_name: data.lastName,
    email: data.email,
    company_id: company.id,
    tags: ['new-lead']
  });

  return contact;
}

// Move deal through pipeline
async function advanceDeal(dealId: string, newStage: string) {
  const deal = await client.crm.deals.updateStage(dealId, {
    stage: newStage
  });

  if (newStage === 'proposal') {
    await client.crm.tasks.create({
      subject: 'Follow up on proposal',
      deal_id: dealId,
      due_date: new Date(Date.now() + 3 * 24 * 60 * 60 * 1000),
      priority: 'high'
    });
  }

  return deal;
}

Error Codes

Code	Description
`CRM001`	Contact not found
`CRM002`	Company not found
`CRM003`	Deal not found
`CRM004`	Pipeline not found
`CRM005`	Invalid stage transition
`CRM006`	Duplicate contact (same email)
`CRM007`	Custom field validation failed

Rate Limits

Plan	Requests/minute	Contacts	Companies	Deals
Free	60	1,000	100	100
Starter	300	10,000	1,000	1,000
Pro	1,000	100,000	10,000	10,000
Enterprise	Custom	Unlimited	Unlimited	Unlimited

Marketing Page - Feature overview and pricing
Auth Block - User authentication integration
Onboarding Block - Customer journey integration
Files Block - Document attachments

Use This Block with AI Agents

This block ships an official Claude Code plugin from the public 23blocks marketplace (19 plugins, 205 skills). Your agent gets full working knowledge of this API — endpoints, identity registration, and conventions.

# one-time: add the 23blocks marketplace
claude plugin marketplace add https://github.com/23blocks-OS/ai-agents

# install this block's plugin
claude plugin install crm-block

Configure BLOCKS_API_URL, BLOCKS_API_KEY, and BLOCKS_AUTH_TOKEN. Register identity first: each block is autonomous — register the user with this block's identity endpoint before private calls (only user_unique_id is required; email/phone are optional notification-routing fields).

Full reference: AI Agents & Claude Code Plugins · github.com/23blocks-OS/ai-agents

Key Features​

API Endpoint​

Quick Start​

Installation​

Basic Usage​

Authentication​

Required Headers​

API Reference​

Contacts​

Create Contact​

Get Contact​

List Contacts​

Update Contact​

Delete Contact​

Merge Contacts​

Companies​

Create Company​

List Companies​

Get Company Hierarchy​

Deals​

Create Deal​

Move Deal Stage​

Win Deal​

Lose Deal​

List Deals by Pipeline​

Pipelines​

Create Pipeline​

Activities​

Create Activity​

Get Contact Timeline​

Lead Scoring​

Get Lead Score​

Configure Scoring Rules​

Custom Fields​

Create Custom Field​

Webhooks​

Webhook Events​

Create Webhook​

SDK Examples​

TypeScript​

Error Codes​

Rate Limits​

Related Resources​

Use This Block with AI Agents​

Key Features

API Endpoint

Quick Start

Installation

Basic Usage

Authentication

Required Headers

API Reference

Contacts

Create Contact

Get Contact

List Contacts

Update Contact

Delete Contact

Merge Contacts

Companies

Create Company

List Companies

Get Company Hierarchy

Deals

Create Deal

Move Deal Stage

Win Deal

Lose Deal

List Deals by Pipeline

Pipelines

Create Pipeline

Activities

Create Activity

Get Contact Timeline

Lead Scoring

Get Lead Score

Configure Scoring Rules

Custom Fields

Create Custom Field

Webhooks

Webhook Events

Create Webhook

SDK Examples

TypeScript

Error Codes

Rate Limits

Related Resources

Use This Block with AI Agents