A comprehensive integration allowing AI agents to manage leads, contacts, and sales pipelines within the EspoCRM ecosystem.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install espocrm-integration
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install espocrm-integration using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is EspoCRM?
EspoCRM is a versatile open-source Customer Relationship Management (CRM) application designed to empower businesses in managing their sales, marketing, and customer service operations. This skill enables Openclaw Skills to interact directly with EspoCRM data, providing a bridge for AI agents to handle complex business processes such as tracking deals, managing accounts, and organizing projects.
By using this skill, developers can leverage Membrane's infrastructure to handle the heavy lifting of authentication and credential refreshing. This allows for a focus on high-level logic, where Openclaw Skills can perform CRUD operations on various entities including Leads, Tasks, and Opportunities without the typical overhead of API integration.
EspoCRM Use Cases
- Automating the creation and qualification of leads from incoming data.
- Synchronizing sales tasks and meetings with external calendars.
- Retrieving account history and contact details for context-aware customer support.
- Updating deal stages and sales opportunities based on project progress.
- Managing documents and cases associated with specific customer accounts.
How EspoCRM Works
- The process begins with the installation of the Membrane CLI and authentication for the specific agent type.
- A connection is established to the EspoCRM instance by providing the application URL.
- The system monitors the connection state, handling any necessary user actions or OAuth flows automatically.
- Once the connection is ready, the agent can search for specific actions using natural language intent.
- Actions are executed through the CLI, which handles the JSON input/output and secure communication with the EspoCRM API.
EspoCRM Setup
Install the required CLI tool:
npm install -g @membranehq/cli@latest
Authenticate your agent environment:
membrane login --tenant --clientName=openclaw
Establish a connection to your EspoCRM instance:
membrane connection ensure "https://your-espocrm-domain.com/" --json
Wait for the connection to reach the READY state:
membrane connection get <id> --wait --json
EspoCRM Data Schema & Taxonomy
The skill manages data across various CRM modules. Below are the primary entities handled by Openclaw Skills:
| Entity | Scope |
|---|---|
| Lead | Sales prospects and initial contacts |
| Account | Business organizations and partners |
| Opportunity | Trackable deals and revenue pipelines |
| Task | To-do items, deadlines, and activities |
| Contact | Individual person records associated with accounts |
| Case | Support tickets and service requests |
EspoCRM Advanced Features
- Direct API Proxy: Send custom requests to any EspoCRM endpoint while Membrane handles the auth headers.
- Intent-Based Discovery: Use natural language to find the most relevant CRM actions dynamically.
- Automated Credential Management: Transparently refreshes tokens to ensure long-running automations never fail.
- Headless Support: Complete authentication in server environments using manual code entry.
- Machine-Readable Outputs: All commands support a --json flag for seamless integration into larger developer workflows.
SKILL.md
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