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Try “workflows”, “templates”, “SOQL” or “create a record”.

The klerc API

245 operations across 19 areas — records, queries, flows, the inbox, workflows, AI agents and more.

https://api.klerc.co/api/v1
OpenAPI spec

Everything you can do in the klerc interface runs through one action registry — and the same actions are exposed over a token-authenticated REST API. This reference is generated from the published OpenAPI 3.1 spec.

Base URL#

All endpoints live under https://api.klerc.co/api/v1. Requests and responses are JSON.

Authentication#

Create a token in Settings → API Tokens and send it as a bearer token:

bash
curl "https://api.klerc.co/api/v1/tasks?limit=25" \  -H "Authorization: Bearer $KLERC_TOKEN"

Every operation requires a scope — objects:view, objects:use, query:run and so on — shown beside it in this reference. A token can never do more than your account is allowed to: its scopes are intersected with your live permissions on every request.

Responses#

Successful responses share one envelope:

json
{ "status": 200, "data": { }, "message": "OK" }

Errors carry a machine-readable code:

json
{ "status": 403, "error": { "code": "…", "message": "…" }, "message": "…" }
StatusMeaning
401Authentication failed — the token is missing, invalid or revoked.
403Insufficient scope, or the feature is switched off for your organisation.
404The resource doesn't exist, or you can't see it.

Rate limits#

The API allows 600 requests per minute per IP, and authentication endpoints 20 attempts per 15 minutes.

Areas

Objects & records11List, create, update and delete records in any object — one at a time or in bulk — and read the objects themselves.Endpoints Query1Run a SOQL, SOSL or SAQL statement — or a plain-English question — over everything the token can see.Endpoints Tasks5To-dos with a status, priority, due date and assignees.Endpoints Notes5Freeform notes, attached to the records they're about.Endpoints Flows12Put records on a pipeline, update flow items and move them between stages.Endpoints Lists8Saved segments — live queries or frozen snapshots — and the records in them.Endpoints Reports5Create, update and run saved reports.Endpoints Dashboards6Dashboards built from reports, and pinning.Endpoints Inbox10Customer conversations: read, start, assign, change status and send messages.Endpoints Team Inbox54Internal threads, channels and direct messages.Endpoints Calendars11Calendars and the events on them.Endpoints Forms8Build and publish forms, and read what comes in.Endpoints Workflows7Automations and their runs.Endpoints Chatbots8Chatbot flows, publishing and sessions.Endpoints AI agents44Agents with their playbooks, memories, threads and approvals.Endpoints Secrets4Encrypted values for agent sandboxes — names and metadata only; values are never returned.Endpoints Knowledge base38Collections and items your AI answers from.Endpoints Integrations4The integrations catalogue and your connected accounts.Endpoints Audit logs4The audit and access log, its facets and retention.Endpoints