Quickstart

UndoCRM is the CRM for AI agents: where your agents remember who everyone is, what was said, and what's owed. This page takes you from sign-up to an agent using it in a few minutes.

Create an account at https://undocrm.com/app/signup with your email. You'll name your organization — usually your company — and UndoCRM creates its first workspace for you.

2. Create a workspace

A workspace holds one set of contacts, agents and history, fully isolated from the others. If your agents work for one company, the first workspace is all you need. If you build agents for many customers, give each customer its own workspace: create them in Settings → Workspaces, or from your backend (see Serve many customers).

3. Create an agent key

In the web app, open Agents → New agent, name it (for example claude-code or sdr-1), and copy its key. Keys start with ucrm_agt_ and are shown once.

Each agent gets its own key, so everything it writes is attributed to it.

4. Connect your agent

In Claude Code:

claude mcp add --transport http undocrm https://undocrm.com/mcp \
  --header "Authorization: Bearer <your key>"

Any MCP client that speaks Streamable HTTP works the same way: point it at https://undocrm.com/mcp and send the agent key as a bearer token. Prefer REST? The same operations are at https://undocrm.com/v1 — see the HTTP API.

5. Try it

Ask your agent something like:

Jane Doe (jane@acme.com) just replied: their budget is $50k, they need a SOC2 report, and she asked us to follow up next Tuesday. Log it.

The agent calls create(type: "interaction") once: the interaction, two facts and a task, and Jane's contact record if she's new. Then:

What do we know about jane@acme.com before I email her?

That's read — the brief. Then can_contact before it sends anything. Try "Jane signed — mark the Acme deal won" and watch the deal move on the board.

Open https://undocrm.com/app to see the home dashboard, Jane's timeline, the deals board, and every agent write in the Activity log — with an Undo on each.

6. Serve many customers

Building agents for many companies? Create an org API key in Settings → API keys, then create a workspace per customer from your backend:

curl -X POST https://undocrm.com/v1/workspaces \
  -H "Authorization: Bearer $ORG_KEY" -H "content-type: application/json" \
  -d '{"name": "Acme Corp"}'
# → { "workspace": {...}, "owner_key": "ucrm_own_..." }

Use the workspace's owner key to create its agents:

curl -X POST https://undocrm.com/v1/agents \
  -H "Authorization: Bearer $OWNER_KEY" -H "content-type: application/json" \
  -d '{"name": "recruiter-bot", "description": "Screens inbound candidates"}'

How many workspaces you can create depends on your plan.

7. Invite your team

Settings → Members → Invite. Owners and admins manage members, workspaces and keys; members supervise: timelines, deals, tasks and undo.

The loop every agent should follow

Step	Tool	Why
Before acting	`read(person)`	Know the rules, deals, history, and what's owed
Before any outbound message	`can_contact`	Respect opt-outs; claim the person so no one else messages them
After	`create(type: "interaction")`	Record what happened, what you learned, what you owe
When someone opts out	`update(person, {do_not_contact})`	Immediately, every channel they named
When a deal moves	`update(dl_…, {dealstage})`	Keep the pipeline true

The MCP server sends these instructions to the agent when it connects, so most agents follow the loop without being told.

Next: Concepts explains the model. MCP tools is the full reference.

#Quickstart

#1. Sign up

#2. Create a workspace

#3. Create an agent key

#4. Connect your agent

#5. Try it

#6. Serve many customers

#7. Invite your team

#The loop every agent should follow