Leina 
Wanta 
Review Matching CRM Records
Find records using your filters and read their details.
/oo EspoCRM: List EspoCRM [entity type] records matching [conditions]. Read details for the matches and summarize [customer question], identifying record IDs.
Connect EspoCRM to Your AI Agent
Choose an entity and record to inspect customer data or apply the edits you supply.
7 tools API key
Try a EspoCRM Task
Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.
oo Skill EspoCRM
Update a CRM Record
Apply specific values to fields on a chosen record.
/oo EspoCRM: Update EspoCRM [entity type] record [record ID] with these fields [field names and values]. Read it afterwards and summarize the changes.
Start Working with EspoCRM
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Install OOMOL
Set up oo CLI and the oo Skill in your agent.
Install OOMOL → -
Connect EspoCRM
Connect your EspoCRM site URL and an API User’s API key.
Connect EspoCRM → -
Give Your Agent a Task
Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →
Choose Your Agent
- An accessible EspoCRM instance with an API user authorized for the required entity types.
- Use entity types and field values from your instance. Metadata can help identify valid fields and choices.
EspoCRM Tools
The connection reads EspoCRM user and application metadata and manages entity records. Available fields and access are determined by your instance and API user.
Inspect Records and Metadata
List and read entity records, and inspect field definitions in application metadata.
Create and Update Records
Create entity records or update selected fields within the API user’s access.
7 tools
Get App User
Get the current EspoCRM user data for the configured connection, including ACL and preferences when returned.
espocrm.get_app_user Get Metadata
Get EspoCRM application metadata, optionally narrowed to one metadata path.
espocrm.get_metadata List Records
List EspoCRM records for an entity type with optional pagination, sorting, and where clauses.
espocrm.list_records Get Record
Get one EspoCRM record by entity type and record identifier.
espocrm.get_record Create Record
Create one EspoCRM record for the specified entity type.
espocrm.create_record Update Record
Update selected fields on one EspoCRM record.
espocrm.update_record Delete Record
Delete one EspoCRM record by entity type and record identifier.
espocrm.delete_record No matching tools.
Frequently Asked Questions
Can I connect my own EspoCRM site?
Yes. Provide the site URL you use to access the instance and an API key from an API User.
How can I check valid field options?
Ask to read application metadata for the relevant entity and field before choosing an update value.
What determines which records AI can use?
The API user’s access controls apply. Use a user with the entity and record permissions needed for your task.