Connect Upsales to Your AI Agent

Use AI with Upsales to inspect company records and apply supplied CRM profile updates.

13 tools API key

Try a Upsales Task

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

oo Skill Upsales

Research Company Records

List companies with filters and read a selected company.

/oo Upsales: List companies with filters [JSON], get company [ID] and summarize its fields.

Update a Company Profile

Read a company before applying a supplied payload.

/oo Upsales: Get company [ID], then update it with company [JSON].

Start Working with Upsales

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect Upsales

    Provide an Upsales API key managed by an account administrator.

    Connect Upsales →
  3. 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

  • Access to the relevant Upsales company records.
  • Use company IDs and official filter objects. Updates require a company payload.

Upsales Tools

Use AI with Upsales to inspect company records and apply supplied CRM profile updates.

Research Company Records

List companies with filters and read a selected company.

Update a Company Profile

Read a company before applying a supplied payload.

13 tools

Get Current User

Read the Upsales user associated with the authenticated API token.

upsales.get_current_user

List Users

List Upsales users with optional pagination and official query filters.

upsales.list_users

Get User

Read one Upsales user by ID.

upsales.get_user

List Companies

List Upsales companies with optional pagination and official query filters.

upsales.list_companies

Get Company

Read one Upsales company by ID.

upsales.get_company

Create Company

Create an Upsales company using the official accounts endpoint.

upsales.create_company

Update Company

Update an Upsales company by ID using the official accounts endpoint.

upsales.update_company

Delete Company

Delete an Upsales company by ID.

upsales.delete_company

List Contacts

List Upsales contacts with optional pagination and official query filters.

upsales.list_contacts

Get Contact

Read one Upsales contact by ID.

upsales.get_contact

Create Contact

Create an Upsales contact using the official contacts endpoint.

upsales.create_contact

Update Contact

Update an Upsales contact by ID using the official contacts endpoint.

upsales.update_contact

Delete Contact

Delete an Upsales contact by ID.

upsales.delete_contact

Frequently Asked Questions

Who manages the API key?

Upsales administrators can manage API keys in settings.

Can I read one company directly?

get_company retrieves it by id.

What should I specify in my request?

Use company IDs and official filter objects. Updates require a company payload.

Connect Upsales

About Upsales ↗