First-party app
Clientify

Clientify

Manage contacts, companies, deals, tasks and notes in Clientify CRM.

stable Customer Relationship ManagementMarketing

About

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.

App id
io.w6w.clientify
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Customer Relationship Management · Marketing

Overview

Clientify 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.

Build with Clientify

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.

Add Note to Company

company-add-note

Add a note to a company's wall.

Create Company

company-create

Create a company. Clientify does not de-duplicate on a retry, so this action is not marked idempotent.

Delete Company

company-delete

Delete a company. Clientify answers 204 with no body, so the action returns `{ deleted: true, id }`.

Get Company

company-get

Get one company by id.

List Companies

company-list

List or search companies. `query` matches company name and business name; created/modified date filters and taxpayer_identification_number go in `filters`.

Update Company

company-update

Update a company (PUT). Clientify's own example sends only the fields being changed.

Add Note to Contact

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.

Add Tag to Contact

contact-add-tag

Add a tag to a contact by name.

Create Contact

contact-create

Create a contact. Clientify does not de-duplicate on a retry, so this action is not marked idempotent.

Delete Contact

contact-delete

Delete a contact. Clientify answers 204 with no body, so the action returns `{ deleted: true, id }`.

Get Contact

contact-get

Get one contact by id, with its emails, phones, addresses, tags, deals and wall entries.

List Contacts

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`.

Update Contact

contact-update

Update a contact (PUT). Clientify's own example sends only the fields being changed.

Add Note to Deal

deal-add-note

Add a note to a deal's wall.

Close Deal

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).

Create Deal

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.

Delete Deal

deal-delete

Delete a deal. Clientify answers 204 with no body, so the action returns `{ deleted: true, id }`.

Get Deal

deal-get

Get one deal by id.

List Deals

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`.

Update Deal

deal-update

Update a deal (PATCH): only the fields sent change.

List Deal Pipelines

pipeline-list

List deal pipelines with their stages.

Complete Task

task-complete

Mark a task as completed.

Create Task

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.

Get Task

task-get

Get one task by id.

List Tasks

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`.

List Task Types

task-type-list

List the task types available to the account (call, email, …); their URLs are what Create Task's `taskType` takes.

List Users

user-list

List the users of the account (username, name, country, phone, picture).

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>"
      }
    }
  ]
}

Here are some of the things you can do

  • Add Note to Company

    perform
    company-add-note
  • Create Company

    perform
    company-create
  • Get Company

    read
    company-get
  • List Companies

    search
    company-list
  • Update Company

    perform
    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.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { 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);
Install the CLI
npm install -g @w6w/cli
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.

What the agent gets

Credentials it can't read

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.

A tool surface scoped to the caller

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.

A durable workflow in one call

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.

Health-aware discovery

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).

Request MCP access

Health checks

Clientify declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Clientify V1 API status

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.

dependency

API reachable

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.

quota

API rate-limit headroom