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    CustomermatesDocumentation
  • Introduction
Getting Started
  • Quickstart
  • Core Concepts
Connect your AI
  • Custom connector
  • CLI & editors
  • Rate limits
Integrations
  • MCP
  • Webhooks
  • OpenAPI 3.1.0
  • N8N
Self-Hosting
  • Get Started
  • Architecture & Security
App guide
  • Dashboard
  • Inbox
  • Records
  • Profile
  • Company
  • API Keys
  • Filter Syntax
  • Go back
  1. Introduction
  3. Profile

Profile

The Profile screen of the Customermates web app, covering identity details, preferences, API keys, and connected messaging accounts, with stable anchor ids for AI agents.

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

ActionWhereAnchor idWhat happens
Go to ProfileApp sidebar#nav-profileOpens /profile/settings
Settings tabSidebar sub-item#nav-profile-settingsIdentity (name, country, avatar) and preferences (theme, language) in one form
Save / reset settingsForm footer#profile-settings-save / #profile-settings-resetPersists or discards (reset appears with unsaved changes)
API keys tabSidebar sub-item#nav-profile-api-keysManage keys for MCP/REST clients
Generate API keyAPI keys card#profile-api-keys-generateOpens the key modal
Create the keyKey modal#api-key-saveKey is shown once, so copy it immediately
Revoke a keyKey rownoneRow button labeled Revoke
Connected accounts tabSidebar sub-item#nav-profile-connected-accountsMessaging accounts for the Inbox
Connect an accountCard header#profile-connected-accounts-connectOpens the hosted-auth window (email, LinkedIn, WhatsApp, Instagram, Telegram)
Manage account / foldersAccount row clicknoneOpens 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 generated API key is shown exactly once, in the modal after #api-key-save. Copy it in the same step; there is no way to display it again.
  • Connecting an account opens a separate hosted-auth window: expect a popup, not in-page navigation.

Related

  • 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
URL
Key actions
Tips for agents
Related