Connect OnePageCRM to Your AI Agent

Ask your AI assistant to work with OnePageCRM: review Contacts and Create Sales Deals.

6 tools Custom credential

Try a OnePageCRM Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill OnePageCRM

Review a sales pipeline

List deals using supported status and ownership filters.

/oo OnePageCRM: List OnePageCRM deals for [owner/status filters], follow pagination, and summarize the returned pipeline.

Create a sales deal

Create a named deal for the supplied contact and owner.

/oo OnePageCRM: Create OnePageCRM deal [name] for contact [contact ID] and owner [owner ID] using these additional fields [fields].

Start Working with OnePageCRM

Install OOMOL

Set up oo CLI and the oo Skill in your agent.
Install OOMOL →
Connect OnePageCRM

Connect with your OnePageCRM User ID and API key.
Connect OnePageCRM →
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

Codex Claude Code Cursor Hermes

A OnePageCRM account with access to the target contacts and deal owners.

OnePageCRM Tools

OnePageCRM exposes contact and deal records for an AI assistant to review sales context and create specified records.

Review a sales pipeline

List deals using supported status and ownership filters.

Create a sales deal

Create a named deal for the supplied contact and owner.

6 tools

List Contacts

List OnePageCRM contacts with pagination, search, ownership, tag, and sorting filters.

one_page_crm.list_contacts

Get Contact

Retrieve a single OnePageCRM contact by ID.

one_page_crm.get_contact

Create Contact

Create a OnePageCRM contact using JSON-safe contact fields.

one_page_crm.create_contact

List Deals

List OnePageCRM deals with pagination, search, status, contact, owner, tag, and sorting filters.

one_page_crm.list_deals

Get Deal

Retrieve a single OnePageCRM deal by ID.

one_page_crm.get_deal

Create Deal

Create a OnePageCRM deal using JSON-safe deal fields.

one_page_crm.create_deal

Frequently Asked Questions

Can I update existing deals here?

The exposed deal actions list, retrieve, and create records; no deal-update action is exposed.

Can I search contacts?

list_contacts supports search, ownership, tag, sorting, and pagination filters.

What do I use to connect?

Provide the OnePageCRM user ID and API key from your API configuration.