Getting started
Base is an AI-powered business platform that unifies your CRM, finance, contracts, email, and payments in one workspace. Connect your tools once and manage everything through the AI command bar.
HubSpot integration
- Sign in to Base at withbase.ai
- Navigate to the CRM module from the left sidebar
- Click Connect HubSpot and complete the OAuth flow
- All your contacts and deals will sync automatically
Two-way sync: Changes in Base appear in HubSpot instantly. Changes in HubSpot appear in Base via webhooks.
AI commands: Type "create contact John Smith john@acme.com" in the command bar and it syncs to HubSpot automatically.
Supported objects: Contacts, Deals, Notes, Calls.
Xero integration
- Navigate to the Finance module
- Click Connect Xero and authorize
- Your invoices, expenses, and cash balance will load automatically
Supported: Invoices, expenses, P&L reports, cash balance, aged receivables.
Stripe integration
- Navigate to the Payments module
- Click Connect Stripe and authorize
- Create invoices, track payments, and record payouts directly from Base
Gmail integration
- Navigate to the Email module
- Click Connect Gmail and authorize with your Google account
- Read, send, and draft emails directly from Base
BoldSign integration
- Navigate to the Contracts module
- Click Connect BoldSign
- Send, track, and void documents from Base
API and agent access
Third-party apps and AI agents connect to Base via OAuth 2.0. All endpoints run on production URLs at withbase.ai.
OAuth 2.0 endpoints
- Authorization URL
- https://withbase.ai/oauth/authorize
- Token URL
- https://withbase.ai/oauth/token
- Supported grant types
authorization_code, refresh_token- Scopes
profile
Authorization flow
- Redirect the user to the authorization URL with
client_id, redirect_uri, response_type=code, and optional state and scope. - The user signs in to Base (if needed) and approves access on the consent screen.
- Base redirects back to your
redirect_uri with an authorization code. - Exchange the code at the token URL using
grant_type=authorization_code along with client_id, client_secret, and redirect_uri.
Token response
{
"access_token": "…",
"refresh_token": "…",
"token_type": "Bearer",
"expires_in": 3600
}Get authenticated user
Use this endpoint to test a connection or fetch the signed-in user profile.
- Method & URL
- GET https://withbase.ai/api/me
- Header
- Authorization: Bearer {access_token}
{
"id": "uuid",
"email": "user@example.com",
"name": "User Name",
"organization_id": "uuid"
}Agent access (MCP)
AI agents such as Claude connect to Base over MCP at https://withbase.ai/mcp, using the same OAuth flow above.
- In Base, open Settings → Agent access and grant the client the modules it is allowed to read.
- Add the Base MCP server in your agent using the URL above.
- Sign in and approve access on the Base consent screen.
- The agent can then query only the modules you granted. Revoke access at any time from the same settings page.