Concepts

The thinking-clearly pages. Read these when you want to understand how the pieces fit together, before (or instead of) memorizing endpoints.

API vs MCP#

Two ways to integrate — when to use the REST API, when to use the MCP server, and how to combine them.

Authentication model#

The three credential types — OAuth for Claude users, API keys for servers, JWTs for user sessions — and when each applies.

Data model#

The entities behind your CRM — contacts vs clients vs leads, transactions, the vendor pipeline, property management, and how visibility follows the team/brokerage hierarchy.

Webhooks#

Event-driven integration: the self-documenting event catalog, payload signatures, and delivery semantics.