Short answer
Lancer is automatable. Under Settings → Integrations you'll find API keys, the MCP server, webhooks, and a link to the full developer documentation at docs.lancer.app. (Slack and Discord notifications connect separately, per campaign.)
API
Create an API key in Settings → Integrations and use it to drive Lancer programmatically — for example to fetch your leads, submit a bid, or reject a job. The full, up-to-date endpoint reference now lives at docs.lancer.app, linked from the Documentation tab in Settings → Integrations.
MCP server
Lancer ships an MCP server so AI tools (like Claude) can work with your account directly. Your connection URL and token are in Settings → Integrations → MCP, which also links out to the full MCP docs (connect guides per client, tools, resources, and prompts). It can:
Read and manage campaigns, knowledge base and leads — create/update campaigns, reorder which campaign wins when a job matches more than one, simulate filters, and pull leads across any time range.
Manage your inbox — triage rooms, read full conversations and the original job post, open attachment content directly (images, PDFs and text extracts, not just file names), draft and send replies with attachments, and schedule Zoom or Upwork meetings.
Work the pipeline — move deals through your CRM stages, set deal values, keep notes and follow-up tasks current, and bulk-export conversations to analyze win/loss.
Run guided setup prompts right from your AI tool — "Set up Lancer" walks a new account through the knowledge base, draft campaigns and a cover-letter template end to end; "Tune suitability decisions" benchmarks the suitability AI against a sample of your real jobs and iterates your knowledge base with you until it agrees with your calls.
It's currently in Beta.
Webhooks & External Mode
Subscribe to webhooks to push events — such as a new matching job or a new lead — to your own system. If a delivery fails, it's logged and recorded in your Activity feed, but the webhook itself stays enabled and keeps receiving future events — you don't need to manually re-enable it. Combined with External Mode on a campaign, Lancer can surface jobs while your system decides whether to bid. See "Test Mode, External Mode & Advanced".