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The Socrates CRM API provides programmatic access to your CRM data, AI-powered search, knowledge base, and more. Use it to build integrations, automate workflows, or extend your CRM with custom applications.

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What you can do

  • Manage CRM Data - Create, read, update, and delete contacts, companies, and deals.
  • AI-Powered Search - Use Cortex semantic search to find entities and interactions using natural language.
  • Knowledge Base - Build and manage a public or private knowledge base with nested documents.
  • Email Automation - Create drafts, manage templates, and send emails programmatically.

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Base URL

All API requests are made to: 
https://api.socrateslabs.io/api

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Key features

  • RESTful JSON API with consistent patterns across all resources
  • Pagination on all list endpoints with page and page_size parameters
  • Filtering and sorting on most list endpoints
  • Soft deletes for safe data removal with recovery options
  • Bulk operations for efficient batch processing
  • AI chat with streaming Server-Sent Events (SSE) support
  • Semantic search powered by Cortex for natural-language queries

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Getting started