Agent API and AI clients
Connect your client and choose its access to records, Docs, Calendar, Automations and Websites. AI is optional; you confirm sensitive steps.
In this section
Browse the manual- Use Pepper from your AI clientPrepare an invoice, check overdue balances or read customer context through Pepper's optional agent tools.
- Agent API and AI clientsUse Pepper by hand or from your own AI client, with the same records and permissions.
- Connect your AIChoose what your AI app can do in Pepper and when it must ask you first.
- Connection settings and access referenceOwner setup, credentials, access grants, invoice approval and connection recovery.
- Find tools and read recordsDiscover granted tools and read documents, customers, people, views and conversations.
- Sales toolsRead leads and deals, qualify a lead, move a deal, record its outcome and prepare a linked quote draft with current permissions.
- Project and time toolsRead tasks, record time, inspect project figures and prepare invoices from tracked work through HTTP or MCP.
- Prepare invoices and confirm issueExact draft inputs, quote edits and the human approval required to issue an invoice or quote.
- Project, purchase, item and report toolsPrepare ordinary business records and read exact reports with current permissions.
- Board, card and file toolsRead boards and files and prepare permitted changes for review.
- Form, field and widget toolsRead forms and fields, prepare form changes and work with permitted widgets.
- Audit toolsRead permitted activity and the last integrity result from an optional AI client.
- Errors, retries and revocationRecover from refused requests without duplicate changes or lost input.
- HTTP, MCP and sign-inAddresses, authentication, request limits and browser sign-in for developers.
- Read and write Docs through a clientUse HTTP or MCP to create private Docs, edit exact structured content and prepare editions or recipient links for approval.
- Signature toolsPrepare signature requests with a staff connection, and sign through the visitor door with verified consent.
- Calendar toolsRead work dates, prepare and save events, exchange ICS files and request exact approval for invitations and private feeds.
- Automation rules and webhook toolsRead and change owned rules with typed triggers, waits and follow-up steps, inspect runs, grant trust through the envelope and request exact human approval for webhooks.
- Edit websites through a clientCreate and save private website drafts through HTTP or MCP, then request human approval for publication and restoration.
- Visitor door for visitors' AI clientsThe public MCP and HTTP door that lets a visitor's own AI client read published widgets and website pages and act as that visitor.
- Approve sensitive stepsChoose which AI actions need your decision and which can run within a rule you set.
- Steps that stay with peopleThe steps that no AI client can do in Pepper, by app, and why.
- Tool referenceEvery agent tool by app, with its HTTP route, grant and the permission the delegated person needs.
Installing for the first time? Check your hosting, then follow the installation guide.