# Espocrm AI integration on Definable

> EspoCRM is an open-source web application that allows businesses to manage their customer relationships effectively.

## What this connects

EspoCRM is an open-source web application that allows businesses to manage their customer relationships effectively.

Vendor: https://www.espocrm.com/

## Tools available

**2** tools available. First 2:

- `ESPOCRM_GET_APP_USER` — Get App User — Tool to retrieve current user data including token, ACL, and preferences. Use after successful authentication to fetch session-specific profile.
- `ESPOCRM_GET_METADATA` — 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.

## Auth

Auth schemes: `API_KEY`.

## How agents use Espocrm

Inside a Definable workflow, Espocrm is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Espocrm** — the Researcher (GPT-5.5) pulls context from Espocrm (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Espocrm** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Espocrm (create record, post message, draft email).
- **Designer / Engineer → Distributor → Espocrm** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Espocrm (attach file, open PR comment, post status).

The Verifier checks every Espocrm call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- crm — https://definable.ai/apps/category/crm/

## Related

- HTML page: https://definable.ai/apps/espocrm/
- Same category (crm): https://definable.ai/apps/category/crm/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt