Engagebay Python API Docs | dltHub
Build a Engagebay-to-database pipeline in Python using dlt with AI harness support for Claude Code, Cursor, and Codex.
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EngageBay is an all-in-one marketing, sales and support CRM platform exposing CRM objects via a REST API. The REST API base URL is https://app.engagebay.com/dev/api/ and all requests require the raw REST API Key in the Authorization header.
dlt is an open-source Python library that handles authentication, pagination, and schema evolution automatically. dlthub provides AI context files that enable code assistants to generate production-ready pipelines. Install with uv add "dlt[hub]" and start loading Engagebay data in under 10 minutes.
What data can I load from Engagebay?
Here are some of the endpoints you can load from Engagebay:
| Resource | Endpoint | Method | Data selector | Description |
|---|---|---|---|---|
| contacts | panel/subscribers | POST | List contacts (uses pagination cursor) | |
| companies | panel/companies | GET | List companies | |
| deals | panel/deals | GET | List deals | |
| tasks | panel/tasks | GET | List tasks | |
| products | panel/products | GET | List products |
How do I authenticate with the Engagebay API?
All requests must include the REST API Key in the 'Authorization' header without any prefix (e.g., no 'Bearer'). Additionally, requests must include the 'Accept: application/json' header to ensure responses are returned in JSON format rather than the default XML.
1. Get your credentials
- Log in to your EngageBay dashboard. 2. Navigate to Account Settings (found in the Admin or Profile menu). 3. Click on the API & Tracking Code section. 4. Locate and copy the REST API Key displayed on the page. Use this key in the Authorization header of your API requests (ensure no 'Bearer' prefix is included).
2. Add them to .dlt/secrets.toml
[sources.engagebay_source] api_key = "your_rest_api_key_here"
dlt reads this automatically at runtime — never hardcode tokens in your pipeline script. For production environments, see setting up credentials with dlt for environment variable and vault-based options.
How do I set up and run the pipeline?
Set up a virtual environment and install dlt:
uv init uv add "dlt[hub]"
1. Install the dlt AI harness:
uv run dlthub ai init --agent <your-agent> # <agent>: claude | cursor | codex
This installs project rules, a secrets management skill, appropriate ignore files, and configures the dlt MCP server for your agent. Learn more →
2. Install the rest-api-pipeline toolkit:
uv run dlthub ai toolkit install rest-api-pipeline
This loads the skills and context about dlt the agent uses to build the pipeline iteratively, efficiently, and safely. The agent uses MCP tools to inspect credentials — it never needs to read your secrets.toml directly. Learn more →
3. Start LLM-assisted coding:
Use /find-source to load data from the Engagebay API into DuckDB.
The rest-api-pipeline toolkit takes over from here — it reads relevant API documentation, presents you with options for which endpoints to load, and follows a structured workflow to scaffold, debug, and validate the pipeline step by step.
4. Run the pipeline:
uv run python engagebay_pipeline.py
If everything is configured correctly, you'll see output like this:
Pipeline engagebay_pipeline load step completed in 0.26 seconds 1 load package(s) were loaded to destination duckdb and into dataset engagebay_data The duckdb destination used duckdb:/engagebay.duckdb location to store data Load package 1749667187.541553 is LOADED and contains no failed jobs
Inspect your pipeline and data:
uv run dlthub show
This opens the Pipeline Dashboard where you can verify pipeline state, load metrics, schema (tables, columns, types), and query the loaded data directly.
Python pipeline example
This example loads dev/api/panel/subscribers and dev/api/panel/companies from the Engagebay API into DuckDB. It mirrors the endpoint and data selector configuration from the table above:
import dlt from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources @dlt.source def engagebay_source(api_key=dlt.secrets.value): config: RESTAPIConfig = { "client": { "base_url": "https://app.engagebay.com/dev/api/", "auth": {"type": "api_key", "api_key": api_key, "name": "Authorization", "location": "header"}, }, "resources": [ {"name": "contacts", "endpoint": {"path": "panel/subscribers", "data_selector": "data"}}, {"name": "companies", "endpoint": {"path": "panel/companies"}} ], } yield from rest_api_resources(config) def get_data() -> None: pipeline = dlt.pipeline( pipeline_name="engagebay_pipeline", destination="duckdb", dataset_name="engagebay_data", ) load_info = pipeline.run(engagebay_source()) print(load_info)
To add more endpoints, append entries from the resource table to the "resources" list using the same name, path, and data_selector pattern.
How do I query the loaded data?
Once the pipeline runs, dlt creates one table per resource. You can query with Python or SQL.
Python (pandas DataFrame):
import dlt data = dlt.pipeline("engagebay_pipeline").dataset() sessions_df = data.subscribers.df() print(sessions_df.head())
SQL (DuckDB example):
SELECT * FROM engagebay_data.subscribers LIMIT 10;
In a marimo or Jupyter notebook:
import dlt data = dlt.pipeline("engagebay_pipeline").dataset() data.subscribers.df().head()
See how to explore your data in marimo Notebooks and how to query your data in Python with dataset.
What destinations can I load Engagebay data to?
dlt supports loading into any of these destinations — only the destination parameter changes:
| Destination | Example value |
|---|---|
| DuckDB (local, default) | "duckdb" |
| PostgreSQL | "postgres" |
| BigQuery | "bigquery" |
| Snowflake | "snowflake" |
| Redshift | "redshift" |
| Databricks | "databricks" |
| Filesystem (S3, GCS, Azure) | "filesystem" |
Change the destination in dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. See the full destinations list.
Next steps
Continue your data engineering journey with the other toolkits of the dltHub AI harness:
data-exploration— Build custom notebooks, charts, and dashboards for deeper analysis with marimo notebooks.dlthub-platform— Deploy, schedule, and monitor your pipeline in production.
uv run dlthub ai toolkit install data-exploration uv run dlthub ai toolkit install dlthub-platform
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