Master API Reference

BasaltCRM provides a developer-first REST API to programmatically control your revenue operations, from core CRM entities to autonomous AI voice agents.

⚡ External API v1 Core Dynamics Sales & Revenue Support & Success Growth & AI Operations

External API v1

Bearer-token authenticated endpoints for ecommerce integrations and headless CRM access.

Interactive — Try It Now

Authentication

Include your API key in every request:

Authorization: Bearer sk_live_your_api_key_here

Core Dynamics

The foundational entities of BasaltCRM.

Leads

Manage potential customers and prospecting data.

GET/api/crm/leads

List all leads for the current team

POST/api/crm/leads

Create or merge a new lead record

GET/api/crm/leads/[leadId]

Retrieve detailed lead data

PUT/api/crm/leads/[leadId]

Update lead status and attributes

DELETE/api/crm/leads/[leadId]

Remove a lead record (SOC2 Compliant)

POST/api/crm/leads/[leadId]/activities

Log call/email activity

GET/api/crm/leads/list

Paginated lead list with advanced filters

Accounts

Organizations and companies linked to contacts and deals.

GET/api/crm/account

List all company accounts

POST/api/crm/account

Create a new organization profile

PUT/api/crm/account

Bulk update company attributes

DELETE/api/crm/account/[accountId]

Archive or delete a company profile

GET/api/crm/account/[accountId]

Get account and linked contacts

Contacts

Individual people belonging to accounts.

GET/api/crm/contacts

List all individual contacts

POST/api/crm/contacts

Create contact with account linking

GET/api/crm/contacts/[contactId]

Retrieve individual contact profile

DELETE/api/crm/contacts/[contactId]

Purge contact data

Sales & Revenue

Pipeline management, invoicing, and digital commerce.

Opportunities

GET/api/crm/opportunity

List all deals in the pipeline

POST/api/crm/opportunity

Create a new deal opportunity

PUT/api/crm/opportunity/[opportunityId]

Update deal stage or value

DELETE/api/crm/opportunity/[opportunityId]

Discard lost or voided deals

Billing & Invoices

GET/api/invoice

List all team invoices

POST/api/invoice

Generate a new invoice

GET/api/invoice/[id]

Retrieve invoice payment status

Support & Success

Case management, SLA tracking, and help center access.

Cases & Tickets

GET/api/crm/cases

List team support cases

POST/api/crm/cases

Create new support ticket

PUT/api/crm/cases

Update case status or assignment

GET/api/crm/cases/[caseId]

Get full case history

Knowledge Base

GET/api/crm/knowledge/articles

Fetch help center articles

GET/api/crm/knowledge/categories

Browse article categories

Growth & AI

Lead automation and real-time voice intelligence.

Lead Pools & LeadGen

GET/api/crm/leads/pools

Browse intelligence lead pools

POST/api/crm/leads/autogen

Trigger LeadGen Wizard job

DELETE/api/crm/leads/pools

Purge lead pool and associated data

Voice & AI (BasaltECHO)

POST/api/voice/engage/webhook

BasaltECHO event receiver

POST/api/oauth/token

BasaltECHO connection token

Agent Commerce (UCP)

GET/api/v1/agent/catalog

Fetch agent-discoverable services

GET/api/v1/agent/purchase/[sku]

Generate 402 Payment Challenge for SKU

POST/api/v1/agent/purchase/[sku]

Finalize purchase with payment proof

Operations

Calendar synchronization and scheduling.

Calendar & Events

GET/api/calendar/events

List upcoming team meetings

POST/api/calendar/schedule

Book a new meeting slot

GET/api/calendar/availability

Check user or team availability

Global Auth

All CRM routes require a valid session or Bearer token. Use theAuthentication Guideto retrieve your connection tokens.

Concurrency

BasaltCRM supports up to 10 concurrent requests per API key. Bulk operations should be batched via the /api/crm/leads/pools/import endpoint.

Back to Developers

Master API Reference

BasaltCRM provides a developer-first REST API to programmatically control your revenue operations, from core CRM entities to autonomous AI voice agents.

⚡ External API v1 Core Dynamics Sales & Revenue Support & Success Growth & AI Operations

External API v1

Bearer-token authenticated endpoints for ecommerce integrations and headless CRM access.

Interactive — Try It Now

Authentication

Include your API key in every request:

Authorization: Bearer sk_live_your_api_key_here

Core Dynamics

The foundational entities of BasaltCRM.

Leads

Manage potential customers and prospecting data.

GET/api/crm/leads

List all leads for the current team

POST/api/crm/leads

Create or merge a new lead record

GET/api/crm/leads/[leadId]

Retrieve detailed lead data

PUT/api/crm/leads/[leadId]

Update lead status and attributes

DELETE/api/crm/leads/[leadId]

Remove a lead record (SOC2 Compliant)

POST/api/crm/leads/[leadId]/activities

Log call/email activity

GET/api/crm/leads/list

Paginated lead list with advanced filters

Accounts

Organizations and companies linked to contacts and deals.

GET/api/crm/account

List all company accounts

POST/api/crm/account

Create a new organization profile

PUT/api/crm/account

Bulk update company attributes

DELETE/api/crm/account/[accountId]

Archive or delete a company profile

GET/api/crm/account/[accountId]

Get account and linked contacts

Contacts

Individual people belonging to accounts.

GET/api/crm/contacts

List all individual contacts

POST/api/crm/contacts

Create contact with account linking

GET/api/crm/contacts/[contactId]

Retrieve individual contact profile

DELETE/api/crm/contacts/[contactId]

Purge contact data

Sales & Revenue

Pipeline management, invoicing, and digital commerce.

Opportunities

GET/api/crm/opportunity

List all deals in the pipeline

POST/api/crm/opportunity

Create a new deal opportunity

PUT/api/crm/opportunity/[opportunityId]

Update deal stage or value

DELETE/api/crm/opportunity/[opportunityId]

Discard lost or voided deals

Billing & Invoices

GET/api/invoice

List all team invoices

POST/api/invoice

Generate a new invoice

GET/api/invoice/[id]

Retrieve invoice payment status

Support & Success

Case management, SLA tracking, and help center access.

Cases & Tickets

GET/api/crm/cases

List team support cases

POST/api/crm/cases

Create new support ticket

PUT/api/crm/cases

Update case status or assignment

GET/api/crm/cases/[caseId]

Get full case history

Knowledge Base

GET/api/crm/knowledge/articles

Fetch help center articles

GET/api/crm/knowledge/categories

Browse article categories

Growth & AI

Lead automation and real-time voice intelligence.

Lead Pools & LeadGen

GET/api/crm/leads/pools

Browse intelligence lead pools

POST/api/crm/leads/autogen

Trigger LeadGen Wizard job

DELETE/api/crm/leads/pools

Purge lead pool and associated data

Voice & AI (BasaltECHO)

POST/api/voice/engage/webhook

BasaltECHO event receiver

POST/api/oauth/token

BasaltECHO connection token

Agent Commerce (UCP)

GET/api/v1/agent/catalog

Fetch agent-discoverable services

GET/api/v1/agent/purchase/[sku]

Generate 402 Payment Challenge for SKU

POST/api/v1/agent/purchase/[sku]

Finalize purchase with payment proof

Operations

Calendar synchronization and scheduling.

Calendar & Events

GET/api/calendar/events

List upcoming team meetings

POST/api/calendar/schedule

Book a new meeting slot

GET/api/calendar/availability

Check user or team availability

Global Auth

All CRM routes require a valid session or Bearer token. Use theAuthentication Guideto retrieve your connection tokens.

Concurrency

BasaltCRM supports up to 10 concurrent requests per API key. Bulk operations should be batched via the /api/crm/leads/pools/import endpoint.

Master API Reference

External API v1

Authentication

Contacts

Leads

Accounts

Messages (Bidirectional)

Opportunities

Tasks

Core Dynamics

Leads

Accounts

Contacts

Sales & Revenue

Opportunities

Billing & Invoices

Support & Success

Cases & Tickets

Knowledge Base

Growth & AI

Lead Pools & LeadGen

Voice & AI (BasaltECHO)

Agent Commerce (UCP)

Operations

Calendar & Events

Global Auth

Concurrency

Master API Reference

External API v1

Authentication

Contacts

Leads

Accounts

Messages (Bidirectional)

Opportunities

Tasks

Core Dynamics

Leads

Accounts

Contacts

Sales & Revenue

Opportunities

Billing & Invoices

Support & Success

Cases & Tickets

Knowledge Base

Growth & AI

Lead Pools & LeadGen

Voice & AI (BasaltECHO)

Agent Commerce (UCP)

Operations

Calendar & Events

Global Auth

Concurrency