# How-to guides How-to guides are for people who already know Drum and need to achieve a specific goal. They assume competence and go straight to the steps. If you are learning Drum for the first time, start with a [tutorial](/tutorials/). For facts about a screen, field, or API endpoint, use [reference](/reference/). ## API - [How to create an API token](/api/how-to/create-an-api-token/): Create a Drum API token for an integration, and edit or revoke it later. - [How to sync companies and contacts from a CRM](/api/how-to/sync-companies-and-contacts-from-a-crm/): Keep a CRM's companies and contacts in step with Drum by looking them up, creating or updating them, linking them to opportunities, and merging duplicates. - [How to send a proposal through the API](/api/how-to/send-a-proposal-through-the-api/): Read a proposal, adjust its document, check the send draft, email it to the client, and find the client's signed answer, all through the Drum API. - [How to set up an account through the API](/api/how-to/set-up-an-account-through-the-api/): Create the catalogs, rate cards and templates of a new Drum account with the setup endpoints, in an order where each step has the ids it needs. ## Webhooks - [Set up a webhook](/webhooks/how-to/set-up-a-webhook/): Subscribe your own endpoint to Drum events, store its secret, and build the endpoint to verify, acknowledge and deduplicate each request. - [Verify webhook signatures](/webhooks/how-to/verify-webhook-signatures/): Check that a webhook request came from Drum and has not been changed, in Ruby, Python or Node.js. - [Send a webhook from an event trigger](/webhooks/how-to/send-a-webhook-from-an-event-trigger/): Use an event trigger to send a trigger.fired webhook for events that have no webhook of their own, such as an approved timesheet or a completed task. - [Manage subscriptions with the API](/webhooks/how-to/manage-subscriptions-with-the-api/): Create, list, change, pause and delete webhook subscriptions from your own code with the Drum REST API. - [Fix failed deliveries](/webhooks/how-to/fix-failed-deliveries/): Find out why webhook deliveries failed, re-activate a disabled subscription, and send failed deliveries again. ## MCP server - [How to connect a hosted AI client](/mcp/how-to/connect-a-hosted-ai-client/): Connect Claude, ChatGPT, Grok, Cursor hosted agents or Copilot Studio to Drum with Sign in with Drum. - [How to connect a client with an API token](/mcp/how-to/connect-a-client-with-an-api-token/): Connect Claude Code, Cursor, VS Code, Codex or another client you configure by hand to Drum with an API token. - [How to choose toolsets](/mcp/how-to/choose-toolsets/): Pick which Drum tools an AI assistant gets, and change the selection on a connection or an API token. - [How to manage and revoke connections](/mcp/how-to/manage-and-revoke-connections/): See which AI clients can use your Drum account, and cut off a connection or an API token. - [How to give an assistant its own Drum user](/mcp/how-to/give-an-assistant-its-own-drum-user/): Run a shared or automated assistant as its own Drum user, with a role that allows only the work it should do. - [How to log time and costs with an assistant](/mcp/how-to/log-time-and-costs-with-an-assistant/): Log and correct time entries, record costs and receipts, and submit an expense claim by asking an AI assistant. - [How to build an agent on the Drum MCP server](/mcp/how-to/build-an-agent-on-the-drum-mcp-server/): Give your own AI agent Drum's tools through the Anthropic API MCP connector, the OpenAI Responses API, or an MCP SDK. - [How to troubleshoot an MCP connection](/mcp/how-to/troubleshoot-an-mcp-connection/): Fix the common problems when an AI assistant cannot connect to Drum, cannot see a tool, or is refused.

How-to guides are for people who already know Drum and need to achieve a specific goal. They assume competence and go straight to the steps.

If you are learning Drum for the first time, start with a tutorial. For facts about a screen, field, or API endpoint, use reference.

API

• How to create an API token: Create a Drum API token for an integration, and edit or revoke it later.

• How to sync companies and contacts from a CRM: Keep a CRM’s companies and contacts in step with Drum by looking them up, creating or updating them, linking them to opportunities, and merging duplicates.

• How to send a proposal through the API: Read a proposal, adjust its document, check the send draft, email it to the client, and find the client’s signed answer, all through the Drum API.

• How to set up an account through the API: Create the catalogs, rate cards and templates of a new Drum account with the setup endpoints, in an order where each step has the ids it needs.

Webhooks

• Set up a webhook: Subscribe your own endpoint to Drum events, store its secret, and build the endpoint to verify, acknowledge and deduplicate each request.

• Verify webhook signatures: Check that a webhook request came from Drum and has not been changed, in Ruby, Python or Node.js.

• Send a webhook from an event trigger: Use an event trigger to send a trigger.fired webhook for events that have no webhook of their own, such as an approved timesheet or a completed task.

• Manage subscriptions with the API: Create, list, change, pause and delete webhook subscriptions from your own code with the Drum REST API.

• Fix failed deliveries: Find out why webhook deliveries failed, re-activate a disabled subscription, and send failed deliveries again.

MCP server

• How to connect a hosted AI client: Connect Claude, ChatGPT, Grok, Cursor hosted agents or Copilot Studio to Drum with Sign in with Drum.

• How to connect a client with an API token: Connect Claude Code, Cursor, VS Code, Codex or another client you configure by hand to Drum with an API token.

• How to choose toolsets: Pick which Drum tools an AI assistant gets, and change the selection on a connection or an API token.

• How to manage and revoke connections: See which AI clients can use your Drum account, and cut off a connection or an API token.

• How to give an assistant its own Drum user: Run a shared or automated assistant as its own Drum user, with a role that allows only the work it should do.

• How to log time and costs with an assistant: Log and correct time entries, record costs and receipts, and submit an expense claim by asking an AI assistant.

• How to build an agent on the Drum MCP server: Give your own AI agent Drum’s tools through the Anthropic API MCP connector, the OpenAI Responses API, or an MCP SDK.

• How to troubleshoot an MCP connection: Fix the common problems when an AI assistant cannot connect to Drum, cannot see a tool, or is refused.