Profile

Customermates is an open-source, AI-native CRM. This page documents the Profile screen of the web app for humans and for AI agents that drive the UI.

Purpose

Profile holds your personal workspace settings: everything scoped to you as a user rather than to the company. Three tabs cover your settings (one form for identity and preferences: name, country, avatar, theme, language), API keys for MCP and REST clients, and the messaging accounts that feed the Inbox. Changes here affect only your own account.

URL

/profile/settings

URLs are locale-prefixed. For example https://customermates.com/en/profile/settings. Each tab has its own route: /profile/settings, /profile/api-keys, /profile/connected-accounts.

Key actions

Action	Where	Anchor id	What happens
Go to Profile	App sidebar	`#nav-profile`	Opens /profile/settings
Settings tab	Sidebar sub-item	`#nav-profile-settings`	Identity (name, country, avatar) and preferences (theme, language) in one form
Save / reset settings	Form footer	`#profile-settings-save` / `#profile-settings-reset`	Persists or discards (reset appears with unsaved changes)
API keys tab	Sidebar sub-item	`#nav-profile-api-keys`	Manage keys for MCP/REST clients
Add an API key	API keys card	`#profile-api-keys-generate`	Opens a wizard for a standard key or a guided AI connection
Create a standard key	Add-key wizard	`#api-key-save`	Opens after Standard API key; the key is shown once, so copy it immediately
Connect an AI client	Add-key wizard	none	Choose Claude, ChatGPT, Codex, Cursor, or Gemini for client-specific setup
Revoke a key	Key row	none	Row button labeled Revoke
Connected accounts tab	Sidebar sub-item	`#nav-profile-connected-accounts`	Messaging accounts for the Inbox
Connect an account	Card header	`#profile-connected-accounts-connect`	Opens the hosted-auth window (email, LinkedIn, WhatsApp, Instagram, Telegram)
Connect an account from an empty profile	Centered empty state	`#profile-connected-accounts-connect-empty`	Opens the same hosted-auth window when no account exists
Manage account / folders	Account row click	none	Opens the account modal (folder selection, resync)

Tips for agents

Locate controls via the stable ids above. For example, the CSS selector #profile-api-keys-generate finds the generate button. The ids are stable; visible labels and layout are not.
Rows never carry ids. Open records via their URL, or via the drawer deep-link ?open=<entityType>:{id} on entity pages. The Profile tabs are plain routes, so navigate by tab URL and act on rows via their visible buttons (e.g. Revoke) or by clicking the row.
Prefer MCP tools over clicking when a tool exists. See MCP. Driving the UI is for the few actions with no tool, like connecting a messaging account.
The Add modal first offers a standard named/expiring key and five guided AI connections. Claude and ChatGPT can use their custom-connector path; local Claude, Codex, Cursor, and Gemini create a key and show only that client's setup snippet.
A generated API key is shown exactly once, whether created through #api-key-save or a quick connection. Copy the displayed key or snippet in the same step; there is no way to display the plaintext key again.
Connecting an account opens a separate hosted-auth window: expect a popup, not in-page navigation.

API keys: create, rotate, and revoke keys, plus hygiene rules.
App guide, Inbox: the screen your connected accounts feed.
CLI & editors: where a generated key goes for Claude Code, Codex, and Cursor.

Purpose

Key actions

Action	Where	Anchor id	What happens
Go to Profile	App sidebar	`#nav-profile`	Opens /profile/settings
Settings tab	Sidebar sub-item	`#nav-profile-settings`	Identity (name, country, avatar) and preferences (theme, language) in one form
Save / reset settings	Form footer	`#profile-settings-save` / `#profile-settings-reset`	Persists or discards (reset appears with unsaved changes)
API keys tab	Sidebar sub-item	`#nav-profile-api-keys`	Manage keys for MCP/REST clients
Add an API key	API keys card	`#profile-api-keys-generate`	Opens a wizard for a standard key or a guided AI connection
Create a standard key	Add-key wizard	`#api-key-save`	Opens after Standard API key; the key is shown once, so copy it immediately
Connect an AI client	Add-key wizard	none	Choose Claude, ChatGPT, Codex, Cursor, or Gemini for client-specific setup
Revoke a key	Key row	none	Row button labeled Revoke
Connected accounts tab	Sidebar sub-item	`#nav-profile-connected-accounts`	Messaging accounts for the Inbox
Connect an account	Card header	`#profile-connected-accounts-connect`	Opens the hosted-auth window (email, LinkedIn, WhatsApp, Instagram, Telegram)
Connect an account from an empty profile	Centered empty state	`#profile-connected-accounts-connect-empty`	Opens the same hosted-auth window when no account exists
Manage account / folders	Account row click	none	Opens the account modal (folder selection, resync)

Tips for agents

Locate controls via the stable ids above. For example, the CSS selector #profile-api-keys-generate finds the generate button. The ids are stable; visible labels and layout are not.

Rows never carry ids. Open records via their URL, or via the drawer deep-link ?open=<entityType>:{id} on entity pages. The Profile tabs are plain routes, so navigate by tab URL and act on rows via their visible buttons (e.g. Revoke) or by clicking the row.

Prefer MCP tools over clicking when a tool exists. See MCP. Driving the UI is for the few actions with no tool, like connecting a messaging account.

The Add modal first offers a standard named/expiring key and five guided AI connections. Claude and ChatGPT can use their custom-connector path; local Claude, Codex, Cursor, and Gemini create a key and show only that client's setup snippet.

A generated API key is shown exactly once, whether created through #api-key-save or a quick connection. Copy the displayed key or snippet in the same step; there is no way to display the plaintext key again.

Connecting an account opens a separate hosted-auth window: expect a popup, not in-page navigation.

Purpose

URL

Key actions

Tips for agents

Related

Purpose

URL

Key actions

Tips for agents

Related