An agentic CRM lets AI act on your data, not just describe it. Lumenbase was built for that. Agents can read your pipeline and change it through several programmatic channels.
The system shares one set of CRM logic across all those channels. So an agent gets the same rules whether it comes in through REST, the Agent API, or MCP.
1.The channels agents can use
Lumenbase exposes a few ways in:
An agent can read a deal, update its stage, create a task, and log a note. All through the API, no clicking.
- REST API (`v1-public-*`): contacts, companies, deals, tasks, activities, invoices. Auth with API keys (`lmb_*`) and scopes.
- Agent API (Openclaw): auth with a personal token (`x-api-token`).
- Remote MCP: Bearer or OAuth, at `https://lumenbase.io/api/mcp`.
- Outbound webhooks: signed payloads when records change.
The Openclaw agent setup gives tools an AI can call directly:
So an agent can ask what it's allowed to do, then do it.
- `discover_tools` to see what's available
- `execute_tool` to run an action
- `today_briefing` to pull the daily list
3.Read and update the pipeline
Here's the loop in practice:
The pipeline stays in sync because every write goes through the same shared logic.
- Agent reads the current pipeline through REST or MCP.
- It spots a deal that needs a follow-up task.
- It creates the task and updates the deal stage.
- A webhook fires so your other systems hear about it.
4.Who this is for
Revenue operators and builders at $2M to $30M ARR companies. Teams that want to wire their own agents or scripts into the CRM. People who think in systems and want the data model to behave like one.
5.Frequently asked questions
5.1.What is an agentic CRM?
A CRM where AI agents can read and change your data through APIs, not just answer questions in a chat box.
5.2.How do agents update my pipeline?
Through the REST API, the Openclaw Agent API, or remote MCP. Each can read deals and write changes.
5.3.What can the REST API touch?
Contacts, companies, deals, tasks, activities, and invoices, scoped by API key.
5.4.Do I get notified when an agent changes something?
Yeah. Outbound webhooks send signed payloads on record changes, so your other tools stay current.