CRM
Connect EspoCRM to Your AI Agents
Enable your Wkil agents to check account access and system status through a secure EspoCRM integration.
Authentication: API key
What you can do
- Check account and permission data
- Verify connectivity to the EspoCRM instance
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
Get App User
Retrieve the authenticated user's account and permission data.
Get Metadata
Check connectivity and retrieve system metadata.
Practical agent use cases
- An agent verifies its EspoCRM connection is active before running a scheduled task.
- An agent checks a user's permissions before attempting a restricted action.
How it works with Wkil
- 1Choose the integrationAdd EspoCRM to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
Related integrations
FAQ
Can the agent manage leads and deals in EspoCRM?
This connector currently exposes account and metadata lookups only; broader CRM record management is not yet available.