Add or update
MENU +

Satuit

satuit.wpengine.com

SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments.

MCPAPI

What your agent can do

  • Creates a new business within the Satuit platform.

    Via MCP.

Tasks depend on the interface and permissions.

Connection methods

Choose a route that fits your agent.

MCP connection
MCP server URL
https://remote.mcp.pipedream.net/v3

Authentication
Provide the Pipedream Connect access token and the documented project, environment, external-user and app-slug headers; provider account connection may be required.
POST https://remote.mcp.pipedream.net/v3
Documentation
API connection
API path
https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuZXhhbXBsZS5jb20vdjEvbWU?external_user_id={external_user_id}&account_id=apn_xxxxxxx

Authentication
Send a Pipedream Connect access token; Pipedream forwards the connected account credentials to the upstream provider.
Documentation

Documentation & experience

  • 2 connection paths
View sources and checks
How documentation is checked