# Klipy.ai > Klipy.ai documentation — setup guides, API reference, webhooks, and FAQ. - [Documentation](https://klipy.ai/docs/introduction.md): Everything you need to know about Klipy — from setup guides and API reference to frequently asked questions. - [What is Klipy?](https://klipy.ai/docs/guides/what-is-klipy.md): Klipy turns your sales conversations into follow-ups, CRM updates, and pipeline actions — drafted and ready for your approval in minutes. - [How do I set up Klipy?](https://klipy.ai/docs/guides/quickstart.md): Connect your email and get your first AI-drafted suggestion in minutes. - [What is the activation checklist?](https://klipy.ai/docs/guides/activation-checklist.md): Klipy's activation checklist is a 7-step, 100-token pool you claim all at once when every step is done, plus an optional +25 messenger bonus outside it. - [How do I find my way around Klipy?](https://klipy.ai/docs/guides/platform-overview.md): How Home, To-dos, Drafts, Interactions, Pipelines, People, Companies, Unibox, Calendar, and Notes fit together in the Klipy workspace. - [What is my Klipy home screen?](https://klipy.ai/docs/guides/home.md): Klipy's home screen is a live briefing: Hey Klipy, Next up, Needs review, Rest of day, and Meeting brief, loading as your data becomes ready. - [How do I get answers from Klipy?](https://klipy.ai/docs/guides/ask-klipy.md): Hey Klipy is a floating button that opens a panel, reads the record you're viewing, and answers product and how-to questions from Klipy's docs. - [What does Klipy do in the background?](https://klipy.ai/docs/guides/background/overview.md): Klipy's background work sits in three tiers: zero-setup, tunable built-in delegations, and anything that always waits on your approval first. - [How does Klipy read my conversations?](https://klipy.ai/docs/guides/background/reading-conversations.md): Email, LinkedIn, WhatsApp, Telegram, and meetings are read into structured intelligence by three delegations you can see and turn off individually. - [How does my CRM fill itself in?](https://klipy.ai/docs/guides/background/crm-updates-itself.md): Contacts and companies are created and enriched from conversations your delegations already read; enrichment fails silently, blank with no error. - [What does Klipy suggest, and when?](https://klipy.ai/docs/guides/background/suggestions.md): Klipy surfaces to-dos, new and moving deals, and CRM updates as suggestions you approve — see every type, what triggers it, and Suggestion vs. Auto mode. - [How do the daily and pre-meeting briefs work?](https://klipy.ai/docs/guides/background/briefs.md): Klipy's daily brief sends by email and in-app on your schedule (8am weekdays default). The pre-meeting brief fires ~30 min before external meetings. - [How do delegations work in Klipy?](https://klipy.ai/docs/guides/plan-and-execute.md): A delegation is a standing background job you give Klipy—email triage, meeting notes, drafts—that always waits for your approval before anything sends. - [What does Klipy never do without me?](https://klipy.ai/docs/guides/background/your-approval.md): Klipy never sends a message without your approval, even in Auto mode. Auto mode applies CRM updates on its own but never sends anything on your behalf. - [How do my connections work in Klipy?](https://klipy.ai/docs/guides/your-connections.md): Connect Gmail, Outlook, WhatsApp, LinkedIn, Telegram, and your meeting calendar to Klipy in minutes. No passwords — OAuth only. - [How do I connect email and calendar?](https://klipy.ai/docs/guides/connecting-email-calendar.md): Connect Gmail or Outlook to Klipy with OAuth — no password needed. Calendars are included automatically. Step-by-step email and calendar setup. - [How do I connect the meeting notetaker?](https://klipy.ai/docs/guides/connecting-notetaker.md): Set up Klipy's notetaker to join Google Meet, Zoom, and Teams calls, then get summaries, transcripts, and follow-up drafts after each call. - [How do I connect LinkedIn to Klipy?](https://klipy.ai/docs/guides/connecting-linkedin.md): Connect LinkedIn to Klipy via OAuth. Your DMs appear in Unibox so you can track prospect conversations and draft follow-ups without switching apps. - [How do I connect WhatsApp to Klipy?](https://klipy.ai/docs/guides/connecting-whatsapp.md): Link your WhatsApp account to Klipy via QR code. Sales messages appear in Unibox alongside email, so you never miss a customer thread across channels. - [How do I connect Telegram to Klipy?](https://klipy.ai/docs/guides/connecting-telegram.md): Connect Telegram to Klipy with phone-number authentication. Customer messages appear in Unibox so you can track and reply without leaving your CRM. - [How do I connect Klipy to other tools?](https://klipy.ai/docs/guides/klipy-api.md): Get started with the Klipy REST API: authenticate requests, verify your key, understand rate limits, and follow best practices. Reference at api.klipy.ai. - [What integrations does Klipy support?](https://klipy.ai/docs/faq/integrations.md): Klipy connects natively to Gmail, Outlook, LinkedIn, WhatsApp, Telegram, Zoom, Google Meet, and Microsoft Teams, plus Zapier and Make for other tools. - [Which email providers does Klipy support?](https://klipy.ai/docs/faq/supported-email-providers.md): Klipy connects to Gmail and Outlook via OAuth. Other providers, including Zoho Mail, are not currently supported. - [What counts as a connected channel?](https://klipy.ai/docs/faq/managed-inbox.md): A connected channel is any email account, social inbox, or messaging app you've linked to Klipy. Each one counts toward your plan's channel limit. - [How does Klipy build my deal history?](https://klipy.ai/docs/guides/capture.md): How Klipy filters sales signals from email, storing structured intelligence not raw inbox copies, plus how it handles meetings and messaging. - [How do I manage people in Klipy?](https://klipy.ai/docs/guides/people.md): Klipy creates a person record from anyone who emails a connected inbox, or you add one manually. Enrichment fields are optional and stay editable. - [How do I manage companies in Klipy?](https://klipy.ai/docs/guides/companies.md): Klipy creates company records automatically or by import, with 20+ optional enrichment fields. Enrichment fails silently and every field stays editable. - [How do deals and pipelines work?](https://klipy.ai/docs/guides/pipelines.md): How Klipy's Pipelines view tracks deals, creates opportunities from conversations, and keeps CRM data current without manual entry. - [What are segments and how do I use them?](https://klipy.ai/docs/guides/segments.md): Segments are org-wide tags you create to group contacts, companies, and deals in Klipy. Learn how to create, apply, search, and delete them. - [How do notes work in Klipy?](https://klipy.ai/docs/guides/notes.md): How Klipy notes work: creating, linking notes to contacts and deals, nesting, archiving, and why note search only matches the title. - [How do I import and migrate my data?](https://klipy.ai/docs/guides/importing-data.md): Seed People and Companies from your connected email or a CSV upload. - [How do I migrate from another CRM?](https://klipy.ai/docs/faq/crm-migration.md): Moving from HubSpot, Salesforce, Pipedrive, or another CRM? Here's the recommended approach for getting your contacts and history into Klipy. - [How do I import contacts from a CSV?](https://klipy.ai/docs/faq/csv-import.md): Import your contacts into Klipy from a CSV. Here's which fields are supported, how duplicates are handled, and how to fix common import errors. - [How do suggestions and to-dos work?](https://klipy.ai/docs/guides/todos.md): How Klipy turns commitments and open items from your sales conversations into a tracked list — separate from drafts, built for follow-through. - [How do I ask Klipy about a deal?](https://klipy.ai/docs/guides/instant-recall.md): Search everything Klipy has captured with natural language—emails, meetings, messages, and CRM context—in one place. - [How do I teach Klipy a play?](https://klipy.ai/docs/guides/teach-klipy-a-play.md): Build custom skills, add a knowledge base, and let Klipy learn your writing voice from sent email—all from /customize—so its output sounds like you. - [How does Klipy use my sales framework?](https://klipy.ai/docs/guides/sales-frameworks.md): Klipy applies the sales methodology you set during onboarding (BANT, MEDDIC, MEDDPICC, or SPICED) to deal scorecards and meeting-brief context. - [How does my inbox work in Klipy?](https://klipy.ai/docs/guides/unibox.md): Read and reply to LinkedIn, WhatsApp, Telegram, and email in one place—without switching between four different apps to check every thread. - [How do I approve and send drafts?](https://klipy.ai/docs/guides/follow-ups.md): How Klipy prepares follow-up emails from your conversations, where they appear, and how you review and approve every outbound message. - [Who will Klipy never email?](https://klipy.ai/docs/guides/unsubscribes.md): Klipy honors one-click unsubscribe links and never emails suppressed addresses, hard bounces, spam complaints, or anyone who has opted out. - [How does meeting recording work?](https://klipy.ai/docs/guides/meeting-notetaker.md): How Klipy Notetaker joins video calls, what it produces after each meeting, and how to control auto-join per meeting or globally. - [How do booking links work?](https://klipy.ai/docs/guides/scheduler.md): Create shareable booking links, let prospects pick a time, and get an auto-generated pre-meeting brief for every booked call. - [What is a Klipy token?](https://klipy.ai/docs/guides/billing/what-is-a-token.md): A token is Klipy's unit of metering: one delivered result or one unit of real cost. One accepted suggestion is one token; an hour of transcription is ten. - [What actions cost tokens?](https://klipy.ai/docs/guides/billing/what-costs-tokens.md): Accepting a suggestion costs 1 token, a draft 2, transcription 10/hour, enrichment 0.5, a delegation run 1. Your edits and CRM writes are free. - [How does Klipy billing work?](https://klipy.ai/docs/guides/billing/overview.md): Klipy is free to start. Tokens go only to work Klipy delivers itself or things that cost real money — never your drafting, never without approval. - [How does result-based pricing work?](https://klipy.ai/docs/guides/billing/result-based-pricing.md): You pay for what Klipy delivers itself or what costs real money — not per seat, not per action, not for working alongside it. Rejecting a draft is free. - [What are the plans and limits?](https://klipy.ai/docs/guides/billing/plans-and-limits.md): Free starts at 200 tokens a month. Paid plans bundle tokens per seat and pause at zero by default; lifetime plans set channel limits with unlimited seats. - [What does the free plan include?](https://klipy.ai/docs/guides/billing/free-plan.md): 200 Klipy tokens a month. Two connected inboxes, one seat, the full agent. No expiration, no card required. - [How do I change my plan?](https://klipy.ai/docs/guides/billing/changing-your-plan.md): Upgrades and added seats take effect immediately. Downgrades, removed seats, and cancellations take effect at the end of your current billing period. - [How do I manage my usage?](https://klipy.ai/docs/guides/billing/managing-usage.md): See your token usage, get alerts as you near your limit, and learn what happens at zero — Klipy never bills past your included tokens by default. - [How are enrichment and meetings billed?](https://klipy.ai/docs/guides/billing/enrichment-and-usage.md): Enrichment costs 0.5 tokens per company, free during onboarding imports; transcription is 10 tokens per hour. Both carry real cost, so both are metered. - [What are common billing questions?](https://klipy.ai/docs/guides/billing/billing-faq.md): Common billing questions: whether rejected drafts cost tokens, what happens at zero, how to cancel, refunds, and which plans include unlimited tokens. - [How does the referral programme work?](https://klipy.ai/docs/guides/referrals.md): Referring a friend gets you 200 tokens and gets them 15% off for 6 months, inside a 90-day window. Here's where to find your code and how it redeems. - [How do I cancel my subscription?](https://klipy.ai/docs/faq/cancel-subscription.md): Cancel your Klipy subscription anytime from Settings then Billing. Here's exactly how, and what happens to your data and access afterward. - [What is Klipy's refund policy?](https://klipy.ai/docs/faq/refund.md): Klipy's terms don't include a standard refund provision. Here's what to know before buying, and what to do if you have a billing concern. - [How do AppSumo lifetime deals work?](https://klipy.ai/docs/faq/appsumo-ltd.md): Bought Klipy on AppSumo? Here's how to activate your lifetime deal, what's included, and what to do if your AppSumo email doesn't match your Klipy account. - [Does Klipy offer a free trial?](https://klipy.ai/docs/faq/free-trial.md): Klipy has a free plan — no trial period, no credit card required. Here's what's included and how upgrading works. - [How do I invite and manage teammates?](https://klipy.ai/docs/faq/invite-teammates.md): Add your team to Klipy as Admin or Member. Here's how to send invitations, manage roles, and remove team members. - [How do I ask for a feature?](https://klipy.ai/docs/guides/roadmap-requests.md): Browse Klipy's public roadmap to see what's planned, in progress, and shipped, then ask for something new through Hey Klipy — there's no separate form. - [How does Klipy handle my data?](https://klipy.ai/docs/faq/data-privacy.md): Klipy reads your emails and transcripts to generate suggestions. Here's what's read, how AI models are used, and what Klipy does and doesn't do with it. - [What does Klipy do and not do?](https://klipy.ai/docs/guides/what-klipy-does-and-doesnt.md): Klipy drafts and never auto-sends; Auto mode applies CRM updates only. See what's automatic, what needs your approval, and today's known limits. - [How do I export or delete my data?](https://klipy.ai/docs/faq/export-contacts.md): You can export your Klipy contacts to a CSV file at any time. Here's how to do it and what's included in the export. - [Can I delete my account or my data myself?](https://klipy.ai/docs/faq/can-i-delete-my-data.md): Klipy has no self-serve delete-account button. Support processes deletion by request, and contact export (CSV, paid plans) doesn't cover other records. - [New to CRMs? How do I start?](https://klipy.ai/docs/faq/getting-started.md): New to CRM software? Here's what Klipy does, how it differs from traditional CRMs, and how to get up and running in a few minutes. - [How do I sign in or accept an invite?](https://klipy.ai/docs/faq/magic-link.md): Klipy uses magic links for passwordless login. If your link has expired, you can request a new one instantly. Here's how. - [Why did my inbox stop syncing?](https://klipy.ai/docs/faq/email-reconnect.md): Email connections can drop when OAuth tokens expire or permissions change. Here's how to reconnect Gmail or Outlook to Klipy in under a minute. - [Why didn't Klipy join my meeting?](https://klipy.ai/docs/faq/notetaker-not-joining.md): If Klipy's notetaker didn't appear, it usually wasn't admitted from the waiting room or auto-join was off. Here's how to check both and fix it. - [How do I auto-add Klipy to meetings?](https://klipy.ai/docs/faq/notetaker-auto-join.md): Klipy's notetaker joins meetings automatically by default. Here's how to configure which meetings it attends and when to exclude specific calls. - [Why is my transcript stuck?](https://klipy.ai/docs/faq/notetaker-transcript-stuck.md): If your transcript hasn't appeared 15 minutes after the meeting ended, processing may have stalled. Here's what to check and when to contact support. - [Why can't I search a note's content?](https://klipy.ai/docs/faq/why-cant-i-search-notes.md): Klipy's note search only matches a note's title, not its body text. Put terms you want to find later in the title, since content isn't indexed for search. - [Why is a company's enrichment data empty?](https://klipy.ai/docs/faq/why-is-enrichment-empty.md): Klipy's company enrichment tries Clearbit, PDL, Apollo, then a web search, stopping at the first hit. If none return data, fields stay blank with no error. - [Why didn't Klipy draft a reply for this email?](https://klipy.ai/docs/faq/why-didnt-klipy-draft-a-reply.md): Klipy's background reply drafting can fail silently on long threads, rate limits, or safety filters. Use Quick draft with Klipy to retry on demand. - [Why did my plan downgrade after a failed payment?](https://klipy.ai/docs/faq/why-did-my-plan-downgrade.md): Klipy downgrades a subscription to Free after the third failed payment attempt and voids the unpaid invoice. Update payment before that happens. - [Why does my transcript show Unknown speakers?](https://klipy.ai/docs/faq/why-unknown-speaker-names.md): Klipy matches each transcript speaker to a contact after storing it. If matching fails, or no name was captured, that speaker shows as Unknown. - [Why am I not getting notifications in Klipy?](https://klipy.ai/docs/faq/why-no-in-app-notifications.md): Klipy has no in-app notifications yet, no bell or banner for deal changes or new contacts. Email notifications are live under Settings > Notifications. - [Why are my actions blocked?](https://klipy.ai/docs/faq/why-are-actions-blocked.md): Klipy blocks AI actions once tokens run out (SUBSCRIPTION_BLOCKED). Manual CRM writes stay free. Pay-per-use workspaces keep going and pay overage instead. - [How do I contact Klipy support?](https://klipy.ai/docs/faq/contact-support.md): Ask Hey Klipy first. If it can't answer from the docs, a Message the founder card opens a direct Intercom chat with the Klipy team, free for all users. - [How do I connect Klipy to my assistant?](https://klipy.ai/docs/guides/mcp/overview.md): Connect Claude, ChatGPT, or any MCP client to your Klipy CRM, inbox, and meetings over OAuth. The agent drafts, you approve, nothing sends on its own. - [How do I connect Claude Desktop?](https://klipy.ai/docs/guides/mcp/connect-claude-desktop.md): Add Klipy as a custom connector in Claude and authorize access with OAuth. - [How do I connect Claude Code?](https://klipy.ai/docs/guides/mcp/connect-claude-code.md): Add Klipy's MCP server to Claude Code from your terminal and authenticate with OAuth. - [How do I connect ChatGPT to Klipy?](https://klipy.ai/docs/guides/mcp/connect-chatgpt.md): Turn on developer mode in ChatGPT and add Klipy as a custom MCP connector. - [How do I connect other MCP clients?](https://klipy.ai/docs/guides/mcp/connect-other-clients.md): Add Klipy's remote MCP server to any client that supports HTTP MCP servers with OAuth. - [What can I ask Klipy over MCP?](https://klipy.ai/docs/guides/mcp/use-cases.md): Real workflows you can run with Claude connected to Klipy over MCP: follow-ups, recaps, deal revival, pre-call research, forecasting, CRM updates, and Q&A. - [How do I draft a follow-up after a call?](https://klipy.ai/docs/guides/mcp/use-cases/follow-up-emails.md): Ask Claude to draft a follow-up email after a sales call or meeting, grounded in the transcript and the deal's history — you review and send. - [How do I recap a recorded meeting?](https://klipy.ai/docs/guides/mcp/use-cases/meeting-recaps.md): Ask Claude to turn a recorded meeting into an accurate recap, surface the next steps Klipy suggested, and draft a recap email you review and send. - [How do I revive a stalled deal?](https://klipy.ai/docs/guides/mcp/use-cases/cold-deal-outreach.md): Ask Claude to find deals that went quiet, read each one's history, and draft a personal re-engagement note you review and send. - [How do I get a brief before a call?](https://klipy.ai/docs/guides/mcp/use-cases/pre-call-research.md): Ask Claude to assemble a caught-up brief before a booked call — the account record, recent interactions, and the last meeting — so you walk in prepared. - [How do I forecast my pipeline?](https://klipy.ai/docs/guides/mcp/use-cases/pipeline-forecast.md): Ask Claude to read your open deals and their stages and build a best/likely/worst forecast from your real pipeline data — no manual spreadsheet. - [How do I update my CRM from a chat?](https://klipy.ai/docs/guides/mcp/use-cases/crm-updates.md): Ask Claude to read a meeting and apply the CRM updates Klipy suggested — you accept each change, so your CRM stays current without manual data entry. - [How do I ask about my own data?](https://klipy.ai/docs/guides/mcp/use-cases/ask-your-data.md): Ask Claude natural-language questions about your own deals and conversations — grounded in your Klipy data, with citations to the source, never the web. - [What can Klipy do over MCP?](https://klipy.ai/docs/guides/mcp/tools.md): All 38 Klipy MCP tools, grouped by the OAuth scope that gates them: read, draft, write, and the gated send handshake for external agents. - [Why won't my assistant connect?](https://klipy.ai/docs/guides/mcp/troubleshooting.md): Fix common Klipy MCP issues: OAuth sign-in failures, a connector showing old or missing tools, tools blocked by a missing scope, and checking token usage. - [How does the Klipy API work?](https://klipy.ai/docs/api/v2/introduction.md): The Klipy v2 API manages every CRM object: contacts, companies, deals, pipelines, tasks, notes, segments, interactions, meetings, recordings, bookings. - [How do I migrate from API v1?](https://klipy.ai/docs/api/v2/migrating-from-v1.md): What changed between the v1 and v2 Klipy APIs, and how to move an existing integration over. - [How do I issue API keys?](https://klipy.ai/docs/api/v2/issuing-api-keys.md): Create, scope, rotate, and revoke v2 API keys. - [list contact](https://klipy.ai/docs/api-reference/contacts/list-contact.md): Lists contacts, ordered by `created_at` (descending) by default. Supports cursor pagination via the `cursor` and `limit` query parameters. It also supports the `created_since` / `updated_since` time-window filters. - [create contact](https://klipy.ai/docs/api-reference/contacts/create-contact.md): Creates a new contact. Requires the `contacts:write` scope. - [upsert contact](https://klipy.ai/docs/api-reference/contacts/upsert-contact.md): Creates or updates a contact, matched by its natural key. Returns the resulting record whether it was newly created or updated in place. - [batch create contact](https://klipy.ai/docs/api-reference/contacts/batch-create-contact.md): Creates up to 100 contacts in one request. Each item is processed independently (not atomic) — a failure on one item does not affect the others. Always returns 200; inspect `data.summary.failed` and each item's `status` to see what succeeded. - [get contact](https://klipy.ai/docs/api-reference/contacts/get-contact.md): Retrieves a single contact by id. Returns 404 if no contact with that id exists in the authenticated organization. - [update contact](https://klipy.ai/docs/api-reference/contacts/update-contact.md): Updates fields on an existing contact. Only the fields present in the request body are changed; omitted fields are left untouched. Returns 404 if no contact with that id exists in the authenticated organization. - [remove contact](https://klipy.ai/docs/api-reference/contacts/remove-contact.md): Permanently deletes a contact by id. This cannot be undone. Returns 404 if no contact with that id exists in the authenticated organization. - [list company](https://klipy.ai/docs/api-reference/companies/list-company.md): Lists companies, ordered by `created_at` (descending) by default. Supports cursor pagination via the `cursor` and `limit` query parameters. It also supports the `created_since` / `updated_since` time-window filters. - [create company](https://klipy.ai/docs/api-reference/companies/create-company.md): Creates a new company. Requires the `companies:write` scope. - [upsert company](https://klipy.ai/docs/api-reference/companies/upsert-company.md): Creates or updates a company, matched by its natural key. Returns the resulting record whether it was newly created or updated in place. - [batch create company](https://klipy.ai/docs/api-reference/companies/batch-create-company.md): Creates up to 100 companies in one request. Each item is processed independently (not atomic) — a failure on one item does not affect the others. Always returns 200; inspect `data.summary.failed` and each item's `status` to see what succeeded. - [get company](https://klipy.ai/docs/api-reference/companies/get-company.md): Retrieves a single company by id. Returns 404 if no company with that id exists in the authenticated organization. - [update company](https://klipy.ai/docs/api-reference/companies/update-company.md): Updates fields on an existing company. Only the fields present in the request body are changed; omitted fields are left untouched. Returns 404 if no company with that id exists in the authenticated organization. - [remove company](https://klipy.ai/docs/api-reference/companies/remove-company.md): Permanently deletes a company by id. This cannot be undone. Returns 404 if no company with that id exists in the authenticated organization. - [list deal](https://klipy.ai/docs/api-reference/deals/list-deal.md): Lists deals, ordered by `created_at` (descending) by default. Supports cursor pagination via the `cursor` and `limit` query parameters. It also supports the `created_since` / `updated_since` time-window filters. - [create deal](https://klipy.ai/docs/api-reference/deals/create-deal.md): Creates a new deal. Requires the `deals:write` scope. - [batch create deal](https://klipy.ai/docs/api-reference/deals/batch-create-deal.md): Creates up to 100 deals in one request. Each item is processed independently (not atomic) — a failure on one item does not affect the others. Always returns 200; inspect `data.summary.failed` and each item's `status` to see what succeeded. - [get deal](https://klipy.ai/docs/api-reference/deals/get-deal.md): Retrieves a single deal by id. Returns 404 if no deal with that id exists in the authenticated organization. - [update deal](https://klipy.ai/docs/api-reference/deals/update-deal.md): Updates fields on an existing deal. Only the fields present in the request body are changed; omitted fields are left untouched. Returns 404 if no deal with that id exists in the authenticated organization. - [remove deal](https://klipy.ai/docs/api-reference/deals/remove-deal.md): Permanently deletes a deal by id. This cannot be undone. Returns 404 if no deal with that id exists in the authenticated organization. - [list deal company](https://klipy.ai/docs/api-reference/deals/list-deal-company.md): Lists the companies linked to this deal. Supports cursor pagination via the `cursor` and `limit` query parameters. - [link deal company](https://klipy.ai/docs/api-reference/deals/link-deal-company.md): Links an existing company to this deal. Idempotent — linking an already-linked record is a no-op. - [unlink deal company](https://klipy.ai/docs/api-reference/deals/unlink-deal-company.md): Unlinks a company from this deal. The company itself is not deleted; only the link between them is removed. - [list deal contact](https://klipy.ai/docs/api-reference/deals/list-deal-contact.md): Lists the contacts linked to this deal. Supports cursor pagination via the `cursor` and `limit` query parameters. - [link deal contact](https://klipy.ai/docs/api-reference/deals/link-deal-contact.md): Links an existing contact to this deal. Idempotent — linking an already-linked record is a no-op. - [unlink deal contact](https://klipy.ai/docs/api-reference/deals/unlink-deal-contact.md): Unlinks a contact from this deal. The contact itself is not deleted; only the link between them is removed. - [list pipeline](https://klipy.ai/docs/api-reference/pipelines/list-pipeline.md): Lists pipelines, ordered by `created_at` (descending) by default. Supports cursor pagination via the `cursor` and `limit` query parameters. It also supports the `created_since` time-window filter. - [create pipeline](https://klipy.ai/docs/api-reference/pipelines/create-pipeline.md): Creates a new pipeline. Requires the `pipelines:write` scope. - [batch create pipeline](https://klipy.ai/docs/api-reference/pipelines/batch-create-pipeline.md): Creates up to 100 pipelines in one request. Each item is processed independently (not atomic) — a failure on one item does not affect the others. Always returns 200; inspect `data.summary.failed` and each item's `status` to see what succeeded. - [get pipeline](https://klipy.ai/docs/api-reference/pipelines/get-pipeline.md): Retrieves a single pipeline by id. Returns 404 if no pipeline with that id exists in the authenticated organization. - [update pipeline](https://klipy.ai/docs/api-reference/pipelines/update-pipeline.md): Updates fields on an existing pipeline. Only the fields present in the request body are changed; omitted fields are left untouched. Returns 404 if no pipeline with that id exists in the authenticated organization. - [remove pipeline](https://klipy.ai/docs/api-reference/pipelines/remove-pipeline.md): Permanently deletes a pipeline by id. This cannot be undone. Returns 404 if no pipeline with that id exists in the authenticated organization. - [list task](https://klipy.ai/docs/api-reference/tasks/list-task.md): Lists tasks, ordered by `created_at` (descending) by default. Supports cursor pagination via the `cursor` and `limit` query parameters. It also supports the `created_since` time-window filter. - [create task](https://klipy.ai/docs/api-reference/tasks/create-task.md): Creates a new task. Requires the `tasks:write` scope. - [batch create task](https://klipy.ai/docs/api-reference/tasks/batch-create-task.md): Creates up to 100 tasks in one request. Each item is processed independently (not atomic) — a failure on one item does not affect the others. Always returns 200; inspect `data.summary.failed` and each item's `status` to see what succeeded. - [get task](https://klipy.ai/docs/api-reference/tasks/get-task.md): Retrieves a single task by id. Returns 404 if no task with that id exists in the authenticated organization. - [update task](https://klipy.ai/docs/api-reference/tasks/update-task.md): Updates fields on an existing task. Only the fields present in the request body are changed; omitted fields are left untouched. Returns 404 if no task with that id exists in the authenticated organization. - [remove task](https://klipy.ai/docs/api-reference/tasks/remove-task.md): Permanently deletes a task by id. This cannot be undone. Returns 404 if no task with that id exists in the authenticated organization. - [list note](https://klipy.ai/docs/api-reference/notes/list-note.md): Lists notes, ordered by `created_at` (descending) by default. Supports cursor pagination via the `cursor` and `limit` query parameters. It also supports the `created_since` / `updated_since` time-window filters. - [create note](https://klipy.ai/docs/api-reference/notes/create-note.md): Creates a new note. Requires the `notes:write` scope. - [batch create note](https://klipy.ai/docs/api-reference/notes/batch-create-note.md): Creates up to 100 notes in one request. Each item is processed independently (not atomic) — a failure on one item does not affect the others. Always returns 200; inspect `data.summary.failed` and each item's `status` to see what succeeded. - [get note](https://klipy.ai/docs/api-reference/notes/get-note.md): Retrieves a single note by id. Returns 404 if no note with that id exists in the authenticated organization. - [update note](https://klipy.ai/docs/api-reference/notes/update-note.md): Updates fields on an existing note. Only the fields present in the request body are changed; omitted fields are left untouched. Returns 404 if no note with that id exists in the authenticated organization. - [remove note](https://klipy.ai/docs/api-reference/notes/remove-note.md): Permanently deletes a note by id. This cannot be undone. Returns 404 if no note with that id exists in the authenticated organization. - [list note record](https://klipy.ai/docs/api-reference/notes/list-note-record.md): Lists the records linked to this note. Supports cursor pagination via the `cursor` and `limit` query parameters. - [link note record](https://klipy.ai/docs/api-reference/notes/link-note-record.md): Links an existing record to this note. Idempotent — linking an already-linked record is a no-op. The request body must specify a `record_type` (one of `contacts`, `companies`, `deals`) alongside the target record id. - [unlink note record](https://klipy.ai/docs/api-reference/notes/unlink-note-record.md): Unlinks a record from this note. The record itself is not deleted; only the link between them is removed. - [list segment](https://klipy.ai/docs/api-reference/segments/list-segment.md): Lists segments, ordered by `created_at` (descending) by default. Supports cursor pagination via the `cursor` and `limit` query parameters. It also supports the `created_since` time-window filter. - [create segment](https://klipy.ai/docs/api-reference/segments/create-segment.md): Creates a new segment. Requires the `segments:write` scope. - [batch create segment](https://klipy.ai/docs/api-reference/segments/batch-create-segment.md): Creates up to 100 segments in one request. Each item is processed independently (not atomic) — a failure on one item does not affect the others. Always returns 200; inspect `data.summary.failed` and each item's `status` to see what succeeded. - [get segment](https://klipy.ai/docs/api-reference/segments/get-segment.md): Retrieves a single segment by id. Returns 404 if no segment with that id exists in the authenticated organization. - [update segment](https://klipy.ai/docs/api-reference/segments/update-segment.md): Updates fields on an existing segment. Only the fields present in the request body are changed; omitted fields are left untouched. Returns 404 if no segment with that id exists in the authenticated organization. - [remove segment](https://klipy.ai/docs/api-reference/segments/remove-segment.md): Permanently deletes a segment by id. This cannot be undone. Returns 404 if no segment with that id exists in the authenticated organization. - [list segment member](https://klipy.ai/docs/api-reference/segments/list-segment-member.md): Lists the members linked to this segment. Supports cursor pagination via the `cursor` and `limit` query parameters. - [link segment member](https://klipy.ai/docs/api-reference/segments/link-segment-member.md): Links an existing member to this segment. Idempotent — linking an already-linked record is a no-op. The request body must specify a `record_type` (one of `contacts`, `companies`, `deals`, `tasks`, `interactions`) alongside the target record id. - [unlink segment member](https://klipy.ai/docs/api-reference/segments/unlink-segment-member.md): Unlinks a member from this segment. The member itself is not deleted; only the link between them is removed. - [list interaction](https://klipy.ai/docs/api-reference/interactions/list-interaction.md): Lists interactions, ordered by `created_at` (descending) by default. Supports cursor pagination via the `cursor` and `limit` query parameters. It also supports the `created_since` time-window filter. - [create interaction](https://klipy.ai/docs/api-reference/interactions/create-interaction.md): Creates a new interaction. Requires the `interactions:write` scope. - [batch create interaction](https://klipy.ai/docs/api-reference/interactions/batch-create-interaction.md): Creates up to 100 interactions in one request. Each item is processed independently (not atomic) — a failure on one item does not affect the others. Always returns 200; inspect `data.summary.failed` and each item's `status` to see what succeeded. - [get interaction](https://klipy.ai/docs/api-reference/interactions/get-interaction.md): Retrieves a single interaction by id. Returns 404 if no interaction with that id exists in the authenticated organization. - [list meeting](https://klipy.ai/docs/api-reference/meetings/list-meeting.md): Lists meetings, ordered by `created_at` (descending) by default. Supports cursor pagination via the `cursor` and `limit` query parameters. It also supports the `created_since` time-window filter. - [get meeting](https://klipy.ai/docs/api-reference/meetings/get-meeting.md): Retrieves a single meeting by id. Returns 404 if no meeting with that id exists in the authenticated organization. - [get meeting company](https://klipy.ai/docs/api-reference/meetings/get-meeting-company.md): Returns the company associated with this meeting, or `null` in `data` if none is set. - [set meeting company](https://klipy.ai/docs/api-reference/meetings/set-meeting-company.md): Sets (or replaces) the company associated with this meeting. - [clear meeting company](https://klipy.ai/docs/api-reference/meetings/clear-meeting-company.md): Clears the company association from this meeting. Idempotent — clearing an already-empty association returns 204. - [get meeting deal](https://klipy.ai/docs/api-reference/meetings/get-meeting-deal.md): Returns the deal associated with this meeting, or `null` in `data` if none is set. - [set meeting deal](https://klipy.ai/docs/api-reference/meetings/set-meeting-deal.md): Sets (or replaces) the deal associated with this meeting. - [clear meeting deal](https://klipy.ai/docs/api-reference/meetings/clear-meeting-deal.md): Clears the deal association from this meeting. Idempotent — clearing an already-empty association returns 204. - [list recording](https://klipy.ai/docs/api-reference/recordings/list-recording.md): Lists recordings, ordered by `created_at` (descending) by default. Supports cursor pagination via the `cursor` and `limit` query parameters. It also supports the `created_since` time-window filter. - [get recording](https://klipy.ai/docs/api-reference/recordings/get-recording.md): Retrieves a single recording by id. Returns 404 if no recording with that id exists in the authenticated organization. - [list booking](https://klipy.ai/docs/api-reference/bookings/list-booking.md): Lists bookings, ordered by `created_at` (descending) by default. Supports cursor pagination via the `cursor` and `limit` query parameters. It also supports the `created_since` time-window filter. - [get booking](https://klipy.ai/docs/api-reference/bookings/get-booking.md): Retrieves a single booking by id. Returns 404 if no booking with that id exists in the authenticated organization. - [How do Klipy webhooks work?](https://klipy.ai/docs/webhooks/introduction.md): Learn how to subscribe to outbound Klipy events and keep downstream systems in sync. - [Which webhook events are available?](https://klipy.ai/docs/webhooks/event-types.md): Outbound webhook events and per-event documentation. - [lead.captured](https://klipy.ai/docs/webhooks/lead-captured.md): Outbound webhook when a new lead/contact is created. - [interaction.captured](https://klipy.ai/docs/webhooks/interaction-captured.md): Outbound webhook when a new interaction is created. - [booking.created](https://klipy.ai/docs/webhooks/booking-created.md): Outbound webhook when a booking is confirmed and created. - [booking.rescheduled](https://klipy.ai/docs/webhooks/booking-rescheduled.md): Outbound webhook when an existing booking is rescheduled to a new time. - [booking.cancelled](https://klipy.ai/docs/webhooks/booking-cancelled.md): Outbound webhook when a booking is cancelled by the organizer or attendee. - [deal.created](https://klipy.ai/docs/webhooks/deal-created.md): Outbound webhook when a new deal is created. - [deal.moved](https://klipy.ai/docs/webhooks/deal-moved.md): Outbound webhook when a deal changes stage. - [deal.closed](https://klipy.ai/docs/webhooks/deal-closed.md): Outbound webhook when a deal is closed as won or lost. - [deal.contact_added](https://klipy.ai/docs/webhooks/deal-contact-added.md): Outbound webhook when a contact is added to a deal. - [contact.job_changed](https://klipy.ai/docs/webhooks/contact-job-changed.md): Outbound webhook when a contact job title or company changes. - [meeting.starting_soon](https://klipy.ai/docs/webhooks/meeting-starting-soon.md): Outbound webhook when a scheduled meeting is about to begin. - [meeting.completed](https://klipy.ai/docs/webhooks/meeting-completed.md): Outbound webhook when a meeting recording has completed and transcript is available. - [meeting.no_showed](https://klipy.ai/docs/webhooks/meeting-no-showed.md): Outbound webhook when a scheduled meeting ended with no external participants present. - [Why is my API request failing?](https://klipy.ai/docs/api/v2/fixes-errors.md): Every Klipy API error returns { object, error: { code, message }, meta }. 401 is a bad key, 403 a missing scope, 429 a rate limit — read the headers. - [Why did my webhook fail or retry?](https://klipy.ai/docs/webhooks/fixes-errors-retries.md): Klipy delivers webhooks through Svix, which retries failed deliveries with backoff. Inspect and replay attempts from the Svix App Portal inside Klipy. ## OpenAPI Specs - [openapi](/docs/api/openapi.json) - [openapi](/docs/api/v2/openapi.json) ## Optional - [Back to website](https://klipy.ai)