Pitch2Sale Developer Platform

The Pitch2Sale CRM exposes the same REST API its own web app uses, plus signed outbound webhooks and an MCP server that AI agents can connect to. Every request is made on behalf of a user in your organization, so an integration can see and change exactly what that user’s role allows.

What you can build:

• Push data in — create leads, contacts and opportunities from your website, forms or other tools.
• Sync data out — page through leads, deals, invoices and projects to keep a warehouse or another system in step.
• Automate outreach — create tasks and log calls and notes from your own workflows.
• Connect AI agents via MCP — let Claude Desktop, Cursor or any MCP client read your pipeline and log work.
• Receive webhooks — get a signed HTTPS POST when a lead, deal, invoice or other record changes.

Quick start

1. Create a key. In the app, open Settings → API keys and create a personal access token. Copy it now; it is shown once. See API keys.

2. Make a request.

   curl -H "Authorization: Bearer pat_…" "https://api.pitch2sale.com/api/v1/leads?limit=5"

   The response is { "leads": [...], "total": …, "page": 1, "limit": 5, "totalPages": … }.

3. Read the reference. The API reference lists every endpoint with its parameters, body and permissions.

Guides

• Authentication — one header, three token types.
• API keys — create, list and revoke personal access tokens; scopes.
• Rate limits — the limits and what a 429 looks like.
• Pagination and filtering — page, limit, sort, search.
• Errors — the error envelope and status codes.
• Webhooks — events, payloads, signatures and retries.
• MCP server — connect an AI agent.
• Changelog — what changed, newest first.