Manage contacts, companies, deals, tasks and notes in Clientify CRM.
Clientify ships in the w6w first-party pack. It declares 27 actions, 3 health checks, and the host runs its code in a sandbox that never sees the credential.
io.w6w.clientifyClientify is a CRM and marketing-automation platform popular with small and mid-sized businesses in Spain and Latin America. This app covers the core CRM surface of its v1 REST API: list, search, create, update and delete contacts, companies and deals; add notes and tags; close a deal as won or lost; create and complete tasks; and read the account’s users, deal pipelines (with their stages) and task types so a workflow can resolve the ids and URLs those calls need.
Authentication is the account API key, sent as Authorization: Token <key>. A health check tracks Clientify’s own status page for the V1 API components (the app only calls /v1), and a second check confirms the API host is answering without spending a credential. Clientify documents no rate limit or usage endpoint, so quota headroom is declared unavailable rather than guessed.
Three routes to the same 27 actions. The Workflow tab is generated from Clientify's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.
company-create Create a company. Clientify does not de-duplicate on a retry, so this action is not marked idempotent.
company-delete Delete a company. Clientify answers 204 with no body, so the action returns `{ deleted: true, id }`.
company-list List or search companies. `query` matches company name and business name; created/modified date filters and taxpayer_identification_number go in `filters`.
company-update Update a company (PUT). Clientify's own example sends only the fields being changed.
contact-add-note Add a note to a contact's wall. Sent as multipart form data, the shape Clientify's reference shows for this endpoint.
contact-create Create a contact. Clientify does not de-duplicate on a retry, so this action is not marked idempotent.
contact-delete Delete a contact. Clientify answers 204 with no body, so the action returns `{ deleted: true, id }`.
contact-get Get one contact by id, with its emails, phones, addresses, tags, deals and wall entries.
contact-list List or search contacts. `query` matches first name, last name and email; further filters (phone, contact_source, contact_type, created/modified with [gt]/[lt]/[gte]/[lte], and custom fields as cf_<name>) go in `filters`.
contact-update Update a contact (PUT). Clientify's own example sends only the fields being changed.
deal-close Close a deal as won or lost. For a lost deal, `lostDealReason` is 1 Price, 2 Deal not fit, 3 No decision, 4 Lost contact, 5 Other (the account's own reasons come from GET /v1/deals/loss-reasons).
deal-create Create a deal. `contact` and `company` are Clientify resource URLs (https://api.clientify.net/v1/contacts/<id>/). A pipeline and stage can be named with pipelineDesc / pipelineStageDesc.
deal-delete Delete a deal. Clientify answers 204 with no body, so the action returns `{ deleted: true, id }`.
deal-list List or search deals. `query` matches deal name, company name and contact name; `statusId` filters by status (1 open, 2 expired, 3 won, 4 lost); created/modified and amount[gte]/[lte] filters go in `filters`.
task-create Create a task. `taskType`, `relatedContacts`, `relatedCompanies` and `deals` take Clientify resource URLs; list task types with the Task Types action. `type` and `status` ids are deprecated by Clientify and are not offered.
task-list List tasks. `statusId`: 1 not started, 2 in progress, 3 deferred, 4 waiting, 5 completed, 6 expired. due_date/created/modified filters with [gt]/[lt]/[gte]/[lte] go in `filters`.
task-type-list List the task types available to the account (call, email, …); their URLs are what Create Task's `taskType` takes.
A workflow step names the app and the action, and the editor fills in the
connection when you pick one. This is the Step shape from the
workflow spec, carrying Clientify's real ids.
{
"manifestVersion": "2",
"name": "clientify-example",
"steps": [
{
"id": "company-add-note",
"uses": {
"app": "io.w6w.clientify",
"action": "company-add-note",
"connection": "conn_YOUR_CONNECTION_ID"
},
"with": {
"companyId": "<companyId>",
"name": "<name>",
"comment": "<comment>"
}
}
]
}company-add-note company-create company-get company-list company-update +22 more actions available
Every app-specific value here is a blank you have to fill in. An
app action is reached through the connection that authenticates it, so the
address is a connection id, not the app id — and connections belong to your account,
so a public page cannot know yours. Create one for Clientify, then fill in
the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the
parameters that action declares. The call itself is real — the shape is transcribed
from the studio's own snippet builder, which prints the same kind of blanks — but
nothing in it is specific to Clientify. The Workflow tab is where this app's
real ids are.
npm install @w6w/sdkyarn add @w6w/sdkpnpm add @w6w/sdkdeno add npm:@w6w/sdkimport { W6wClient, isActionRun } from "@w6w/sdk";
// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();
const envelope = await client.run({
urn: "conn_YOUR_CONNECTION_ID",
action: "company-add-note",
payload: {
companyId: "<value>",
name: "<value>",
comment: "<value>",
},
});
if (isActionRun(envelope)) console.log(envelope.value); npm install -g @w6w/cli w6w run conn_YOUR_CONNECTION_ID --action company-add-note --payload '{"companyId":"<value>","name":"<value>","comment":"<value>"}' Give an AI agent Clientify — without giving it Clientify's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.
One tool call{
"name": "w6w_invoke",
"arguments": {
"ref": "app:io.w6w.clientify#company-add-note",
"input": {
"companyId": "<companyId>",
"name": "<name>",
"comment": "<comment>"
}
}
}
Every tool names its target with a single ref. The
app: form above doesn't name a connection at all — the
host resolves which of the caller's Clientify connections to sign
with, and refuses rather than guesses when the answer is ambiguous.
The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.
Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.
Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.
Clientify's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.
The MCP surface is part of the hosted platform. Clientify itself is MIT, and the runtime that executes it is source-available (FSL).
Clientify declares its own checks, so its health is a property of the app rather than something the host guesses at.
Status of the `API V1 Principal` and `API V1 Secundaria` components on status.clientify.com (Better Stack). Other components are shown but do not drive the verdict.
Unauthenticated GET https://api.clientify.net/v1/users/. Clientify's JSON `{"detail": …}` auth refusal passes — it proves the API and its auth layer are answering. Credential validity is the derived `auth:*` check's job.