Moxie CRM API integration for managing clients, contacts, projects, invoices, expenses, tasks, tickets, opportunities, time tracking, calendar events, and pipeline stages. Use when working with Moxie freelancer/agency CRM data — listing clients, searching contacts, creating invoices, logging time entries, managing projects, or any Moxie workspace operations.
Interact with the Moxie CRM API via scripts/moxie.sh.
Set environment variables:
MOXIE_API_KEY — from Workspace Settings → Connected Apps → IntegrationsMOXIE_POD_URL — full base URL, e.g. https://pod00.withmoxie.dev/api/publicmoxie.sh <resource> <action> [options]
moxie.sh clients list
moxie.sh clients search "acme"
moxie.sh contacts search "john"
moxie.sh projects search "clientname"
moxie.sh invoices search "clientname"
moxie.sh templates email
moxie.sh templates invoice
moxie.sh vendors list
moxie.sh forms list
moxie.sh pipeline stages
moxie.sh tasks stages
moxie.sh users list
# Via named flags
moxie.sh clients create --name "Acme Corp" --type Client --currency USD
moxie.sh contacts create --first John --last Doe --email [email protected] --client "Acme Corp"
moxie.sh time create --start "2024-01-15T09:00:00+00:00" --end "2024-01-15T17:00:00+00:00" --email [email protected]
# Via JSON (--data flag or stdin)
moxie.sh projects create --data '{"name":"Website","clientName":"Acme","feeSchedule":{"feeType":"Hourly","amount":150}}'
echo '{"name":"Task1","clientName":"Acme","projectName":"Website"}' | moxie.sh tasks create
# Calendar
moxie.sh calendar create --data '{"eventId":"evt1","startTime":"2024-01-15T09:00:00","endTime":"2024-01-15T10:00:00","timezone":"America/New_York","summary":"Meeting"}'
moxie.sh calendar delete evt1
--file flag)references/api-spec.md for full field details and response schemasmoxie.sh --help for complete command reference