Moskit CRM API: what you can do and how to use it with AI agents
Moskit CRM, a Brazilian sales tool, offers an API to create and update deals, contacts, companies and activities, and to read funnels and stages. Small and mid-sized Brazilian companies that run a consultative sales process use it. Access is with the account's API key.
What the Moskit API offers
Deals
Create opportunities and change their stage, value and status.
Contacts and companies
Create and update people and organizations.
Activities
Tasks, calls and meetings linked to deals.
Funnels and stages
The structure of the sales pipelines.
Custom fields
Information specific to your sales process.
How to access the Moskit API
- With your company’s credentialsUses an API key generated in the Moskit settings by an administrator and sent in the request header.
- Use a dedicated administrator-account key, not a salesperson's.
- Do not give permission to delete deals.
- Contacts fall under Brazil's data-protection law (LGPD).
What an iTeam agent does with the Moskit API
WhatsApp conversation becomes a deal
The agent qualifies the contact, creates the deal in the right funnel and schedules the follow-up activity for the salesperson.
Overdue activities
Every morning, the agent tells each salesperson about overdue activities and deals with no next step.
Meeting notes
After the meeting, the agent logs the summary and updates the value and stage as agreed.
Loss analysis
The agent groups the month's loss reasons and shows at which stage deals fall off the most.
From the credential to the agent at work, with approval
Generate the key in Moskit
An administrator generates the account's API key.
Store it in the iTeam vault
Add the key and set, per agent, whether it creates deals, updates stages or only reads.
Pilot with one salesperson
Test with one salesperson or funnel and expand when the team approves the note format.
Ready-made AI teams for this work
Outbound prospecting team
It finds the accounts that fit, reads what they are doing right now and writes a first message that sounds like it came from a person.
Lead qualification team
Every form, ad and WhatsApp lead gets a quick reply, a few good questions and, if it fits, a meeting on your seller's calendar.
WhatsApp sales team
It answers product questions, puts the quote together and follows up with the buyer who said "let me think about it".
Questions about the Moskit API
Is the Moskit API free?
API access depends on your Moskit plan. Confirm whether it is included in your account.
Do I need to write code to use the Moskit API with iTeam?
Not necessarily. The iTeam deployment team sets up the integration from Moskit's documentation.
Does the agent work alongside Moskit's WhatsApp integration?
Yes. The agent can handle the first contact and log everything in the CRM, while the team keeps using Moskit as usual.
