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Overview

Evo CRM APIs use API Access Token (UUID) as the main authentication standard. The token is sent in the HTTP header api_access_token in all authenticated requests.

API Access Token (Main Standard)

The API Access Token is a unique identifier (UUID) that authenticates your requests to Evo CRM APIs.

Header Format

Include the token in the api_access_token header of all requests:

Usage Example

Where to Get the Token

The API Access Token (UUID) can be obtained through the system’s administrative panel. For a complete guide and detailed step-by-step instructions on how to create, manage, and use access tokens, consult the Access Tokens Guide.

Quick Step-by-Step

  1. Access Settings
    • In the left sidebar menu, click Settings
    • In the options list, select Access Tokens
  2. Create a New Token
    • Click the green ”+ New Token” button in the top right corner
    • Fill out the form:
      • Token Name: Descriptive name to identify the token (e.g., “API Token - 2026-01-27”)
      • Permissions (Scopes): Select the necessary permissions for the token
    • Click “New Token” to create
  3. Copy and Store the Token
    • After creating the token, the value will be displayed only once
    • Copy the token immediately and store it in a secure location
    • Use the “Copy Token” button in the actions menu to copy existing tokens

Token Management

  • View: Use “View Token” in the actions menu to see complete details
  • Edit: Use “Edit” to modify token name and permissions
  • Regenerate: Use “Regenerate Token” to generate a new value (invalidates the previous one)
  • Delete: Use “Delete” to permanently remove a token
Important:
  • The token value can only be viewed immediately after creation
  • Follow the principle of least privilege when selecting permissions
  • Store tokens in environment variables or secure password managers
  • Never share tokens publicly or in code repositories
For detailed instructions with images and complete examples, consult the Complete Access Tokens Guide.

Token Security

  • Never share your token publicly or in code repositories
  • Use environment variables to store tokens in applications
  • Revoke compromised tokens immediately through the administrative panel
  • Rotate tokens periodically as a security practice

Authentication Methods by Service

Most services use API Access Token as the main method:
  • EvoAI Core Service - api_access_token
  • EvoAI CRM - api_access_token
  • EvoAI Campaign - api_access_token
  • EvoAI Processor - api_access_token
  • EvoAI Knowledge - api_access_token (when applicable)
Usage:

Alternative Methods by Service

Some services may offer specific alternative methods:

Evolution API

  • ApiKeyAuth - Header: apikey
Note: For new projects, always prefer API Access Token when available. Alternative methods are maintained for compatibility with existing integrations.

Services without Defined Authentication

The following services may not have an explicit authentication scheme in the OpenAPI specification:
  • ⚠️ Evolution Go - TODO: Verify authentication method
Consult the specific documentation for each service or contact support for authentication details.

Multi-Tenancy

The Evo CRM platform supports multi-tenancy, allowing multiple organizations (tenants) to use the same API instance in an isolated manner.

Tenant Identification

Tenant identification can be done through different mechanisms, depending on the service:

Via Token

The tenant may be associated with the API Access Token itself. In this case, the service automatically identifies the tenant from the token.

Via HTTP Header

Some services may require a specific header to identify the tenant. The header name may vary by service:
Note: The example above (X-Account-ID) is only illustrative. The exact header name and identification mechanism vary by service. Consult the specific documentation for each service or check the corresponding OpenAPI specification to confirm the header used.

Data Isolation

Each tenant has:
  • Isolated data (contacts, conversations, agents, etc.)
  • Independent settings
  • Own limits and quotas
  • Specific users and permissions

Example Request with Tenant

Note: Consult the specific documentation for each service to confirm the tenant identification method used. The header name may vary between services.

Common Errors

401 Unauthorized

Causes:
  • Missing token in api_access_token header
  • Invalid or malformed token
  • Revoked or expired token
  • Token does not have permission for the resource
Solution:
Error response:

403 Forbidden

Causes:
  • Valid token, but no permission for the resource
  • Attempting to access resource from another tenant
  • User without necessary role/permission
Solution:
  1. Check permissions associated with your token
  2. Confirm your account has the necessary permissions
  3. Verify you are accessing resources from the correct tenant
Error response:

Practical Examples

Example 1: Basic Request with API Access Token

Example 2: Request with Error Handling

Example 3: Python with API Access Token

Example 4: Using Environment Variables

Next Steps

  1. Obtain your API Access Token through the administrative panel
  2. Configure the token in environment variables or secure configuration
  3. Test authentication using the examples above
  4. Consult specific documentation for each service for additional details
  5. Explore OpenAPI specifications to see authentication details per endpoint

References

  • Introduction to APIs - Overview of EvoAI APIs
  • OpenAPI specifications for each service - Complete endpoint documentation

Need help? Consult the specific documentation for each service or contact support.