Documentation
Everything you need to ship the first funnel.
The MCP install, the REST API, the funnel JSON schema, and four end-to-end recipes you can copy. We write docs the way we wish other tools did.
- Install the MCP serverClaude, Cursor, n8n, ChatGPT, Manus. Copy-paste install commands per client.
- Create a hosted workspace14-day free trial, instant, no card. Required for the REST API.
- Mint your first API keyRequired for any AI client to call api.crmdoc.ai/v1/*. Reveal-once.
- How metering worksWhat counts as a build, what does not, and why overages are $0.30.
- Tools (8)list_templates, create_funnel, edit_funnel, deploy_to_crm, generate_landing_page, add_automation, list_builds, get_build.
- AuthenticationBearer crmdoc_sk_live_…. One key, scoped per workspace. Test mode keys also available.
- Error handlingSurfaced reasons, retry policy, idempotency keys for re-running a deploy safely.
- Rate limitsPer-workspace, per-tool, fair-use ceilings. We tell you in the response header how close you are.
- The funnel JSON schemaPipeline, tags, fields, sequences, automations, landing blocks. The single contract every adapter consumes.
- Deploys, dry-runs, diffsHow builds become CRM state. The diff your AI sees before applying changes.
- Versioning and rollbackEvery change is captured. Restore from the editor or the API.
- Webhook receivers (v0.3)Subscribe to deploy outcomes, build events, audit records. SIEM-streamable on Agency.
- GoHighLevel (live)Pipelines, tags, custom fields, email templates, automations. Sub-account assist for the first 10 customers.
- HubSpot (beta v0.3)Read-only access today. Write mode lands v0.3 once OAuth scopes are stable.
- Pipedrive (roadmap)Land v0.4. Email if this blocks you.
- Google Sheets (roadmap)No-CRM landing. Pipeline + leads written to a single tab.
- Build a SaaS trial activation funnel7 stages, 9-email lifecycle sequence, 4 lifecycle automations. End-to-end in two prompts.
- Cart recovery for a Shopify store3-stage pipeline, 4-touch recovery sequence including SMS. Cost: 4 builds, ~12 minutes.
- Quote follow-up for a Brisbane plumber5 stages, 2 follow-up emails, 1 SMS reminder. Real example, real client.
- Discovery call funnel with Calendly handoff6 stages, 5-email nurture, booked-call automation that notifies you on Telegram.
- Security postureEncrypted-at-rest credentials (Supabase Vault), OAuth where supported, full audit trail.
- SOC 2 progressType I path starts v0.4. Type II in Year 2.
- Data ownershipYour CRM owns the data. CRM Doc orchestrates the build. Cancel anytime and your funnel keeps running.
- Account + data deletionWorkspace deletion wipes API keys, builds, audit log within 30 days. CRM data stays with you.
The fastest path to a working funnel
- Create a workspace (30 seconds).
- Mint an API key labelled by client (Claude / Cursor / etc.).
- Install the MCP in your AI client and paste the key.
- Ask your AI to "build me a discovery-call funnel for a coaching business."
- Connect your CRM (GoHighLevel) and hit deploy.
Total time on a clean account: about three minutes. Most of that is the AI thinking.
Full long-form docs ship in v0.3. Today's surface is enough to build, deploy, and audit. Missing something? Contact us and we will add it.