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KnowledgeBase
Integrations & Lead Capture
Connect Meta Lead Ads, Google Forms, web forms, and external tools to AI Engage.
API Keys Step by Step: Generate, Use and Revoke a Personal Access Token to Build Custom Integrations
Create a Personal Access Token for the AiEngage CRM REST API: choose a label, scopes and expiry, copy the one-time token, call the API with it, and revoke it when it is no longer needed.
API Token Scopes & Permissions
A Personal Access Token can only do what its scopes allow. Scopes are the permission checkboxes you grant when generating a token — they decide which modules the token can touch and whether it can…
Monitor API Usage & Set Quota Alerts Step by Step: Track Calls, Find What Uses Your Quota and Get Warned Before the Limit
Read the API Usage dashboard (daily and monthly quota, projection, chart, breakdowns, recent calls), find what is using your quota, and set email alerts so you are warned before calls are blocked at 100%.
Connect Claude to AiEngage CRM (MCP): Ask Your CRM Questions in Plain English
Connect Claude — on the web, desktop, mobile, Claude Code, Cursor or VS Code — to AiEngage CRM through the read-only MCP connector. No API key, no admin setup: sign in, choose what Claude may read, and ask questions about your deals, contacts and reports in plain English.
