CRM

AI agents that use Twenty CRM

UtilitySpaces gives an AI agent scoped access to Twenty CRM through its own encrypted connection, not your password. The agent can call 4 named Twenty CRM tools, and the one that writes waits for a person's approval unless an admin has set the connection to run without asking. Every call is written to a hash-chained audit log with its arguments and its result.

What an agent can do in Twenty CRM

Contacts, companies, and pipeline opportunities. An agent calls these by name, and matching is exact.

Every tool a Twenty CRM connection exposes, and whether it writes, which waits for approval by default
Tool	What it does	Waits for approval by default
List people	List CRM contacts.	No — read only
Create person	Create a new contact.	Yes — it writes
List companies	List CRM companies.	No — read only
List opportunities	List pipeline opportunities.	No — read only

3 read tools, 1 write tool. Generated from the connector catalogue the product runs on, so it cannot list a tool that does not exist.

What teams hand an agent in Twenty CRM

Sales teams hand an agent the CRM lookup work: who is this person, which company are they with, what is open in the pipeline. List people, List companies, and List opportunities run without interruption; Create person is the single write, and it waits for a person's approval unless an admin has let this connection write without asking.

Brief a rep before a call by listing the person, their company, and any open opportunities attached to them.
Keep a weekly pipeline summary current by listing opportunities and grouping them by stage for the team channel.
Create a person record when a new lead is introduced in the inbox and no matching contact exists yet (after a person approves it)

Before you let it write, or keep out: Have the agent search with List people before every Create person, and think before letting it write without asking: it cannot update or merge, so a duplicate contact stays until someone fixes it by hand.

What waits for a person

Reads run on their own. These do not — each one waits in Approvals for an owner or admin unless an admin has set this connection to run writes without asking, and every call toTwenty CRM, approved, rejected or unattended, is logged.

Create person POST

What connecting Twenty CRM takes

Twenty CRM uses an API key you create in Twenty CRM and paste in once. A workspace admin sets the connection up; the fields are:

Twenty API URL
API Token

Credentials are encrypted and bound to your workspace, never read back, and every outbound call passes one guarded fetch — the connector security posture sets out exactly how, and the security page covers the platform around it.

Where Twenty CRM fits

Give an agent Twenty CRM work by writing a message in the inbox, or put its tools in a scheduled flow. What the run cost is on the cost breakdown.

Other crm integrations: HubSpot. Or see every application agents can connect to.

See it doing your actual work

Open a demo workspace, connect one app, and give an agent a real job. No card, no sales call.

Try the demo See pricing

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