--- title: "Connect Agile CRM to Micro-SaaS AI Suite - APIANT.ai" description: "When \"New contact\" fires in Agile CRM, your agent runs \"Classify support ticket\" in Micro-SaaS AI Suite." canonical: "https://apiant.ai/connect/agile-crm-to-micro-saas-ai-suite" --- # Connect Agile CRM to Micro-SaaS AI Suite When **New contact** fires in [Agile CRM](https://apiant.ai/connections/agile-crm), your agent runs **Classify support ticket** in [Micro-SaaS AI Suite](https://apiant.ai/connections/micro-saas-ai-suite). Describe the whole flow and it is built, tested on every scenario and kept running. Agile CRM **10** triggers Agile CRM **63** actions Micro-SaaS AI Suite **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Agile CRM and Micro-SaaS AI Suite to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Agile CRM can start in Micro-SaaS AI Suite - When **New contact** in Agile CRM then **Classify support ticket** in Micro-SaaS AI Suite - When **New matching contact or company** in Agile CRM then **Enrich B2B company** in Micro-SaaS AI Suite Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Agile CRM and Micro-SaaS AI Suite ## Triggers and actions 10 triggers · 82 actions - Trigger **List all tasks** list all tasks, surfacing new ones over time - Trigger **List contacts** list contacts, surfacing new ones over time - Trigger **List deals** list deals/opportunities, surfacing new ones over time - Trigger **List events** list events, surfacing new ones over time - Trigger **List pending tasks** list pending tasks within N days - Trigger **List tickets** list help desk tickets by filter, surfacing new ones - Trigger **List tracks** list deal tracks/pipelines - Trigger **New contact** Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id. - Trigger **New matching contact or company** Triggers when a new contact or company matches your search query. - Trigger **New matching task** Triggers when a new task matches your filter. - Action **Add contact to campaign** enroll a contact into a campaign by email - Action **Add lead score by email** add lead score to a contact by email - Action **Add note by contact email** add a note to a contact by email - Action **Add tags by contact email** add tags to a contact by email - Action **Add tags to contact** add multiple tags to a contact by ID - Action **Add tag to contact** Adds a tag to the specified contact. Spaces in the tag are replaced with underscores. - Action **Add ticket note** add a note to a ticket - Action **Change contact owner** change the owner of a contact - Action **Create company** /contacts (type=company) — create a company record - Action **Create contact** create a full contact record - Action **Create deal** create a deal/opportunity - Action **Create deal by contact email** create a deal for a contact by email - Action **Create deal note** create a note on a deal - Action **Create document** create a document - Action **Create event** create an event - Action **Create new contact (just email)** Creates a new contact using just the email address, then returns the new Contact ID. - Action **Create note** create a note - Action **Create task** create a task - Action **Create task by email** create a task for a contact by email - Action **Create ticket** create a help desk ticket - Action **Delete company** Delete a company. - Action **Delete contact** delete a contact - Action **Delete contact note** delete a contact note - Action **Delete deal** delete a deal - Action **Delete event** delete an event - Action **Delete tags by contact email** remove tags from a contact by email - Action **Delete task** delete a task - Action **Delete ticket** delete a help desk ticket - Action **Find contact** Returns the Contact ID (and contact record) for the given email address. - Action **Get company by ID** Retrieve a company by ID. - Action **Get contact by ID** retrieve a contact by ID - Action **Get contact by phone** look up a contact by phone - Action **Get contact deals** list deals for a contact - Action **Get contact documents** list documents for a contact - Action **Get contact events** list events for a contact - Action **Get contact notes** list notes for a contact - Action **Get contact tasks** list tasks for a contact - Action **Get deal by ID** retrieve a deal by ID - Action **Get deal notes** list notes for a deal - Action **Get deals by pipeline** list deals grouped by pipeline - Action **Get deals from track** list deals filtered by track - Action **Get Deals Grouped by Milestone** Returns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups. - Action **Get my deals** list deals owned by the current user - Action **Get task by ID** retrieve a task by ID - Action **Get ticket filters** list available ticket filters - Action **Get ticket messages** list notes/messages for a ticket - Action **List companies** list companies - Action **Remove contact from deal** remove a contact from a deal - Action **Remove tag from contact** Removes a tag from the specified contact. Spaces in the tag are replaced with underscores. - Action **Remove tags from contact** remove multiple tags from a contact by ID - Action **Search contact by email** look up a contact by email - Action **Search contact by email (POST)** look up a contact by email - Action **Search contacts by dynamic filter** search contacts by dynamic filter - Action **Update company** /contacts/edit-properties (company) — update company properties - Action **Update contact** Updates the specified contact's first name, last name, and email properties. - Action **Update contact lead score** update a contact's lead score - Action **Update contact property** update contact properties - Action **Update contact star rating** update a contact's star rating - Action **Update deal** partially update a deal - Action **Update deal note** Update a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive. - Action **Update event** Update an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive. - Action **Update task** partially update a task - Action **Update track** Update a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive. - Action **Analyze review sentiment** Analyzes a product review and returns its overall sentiment and the product features it mentions. - Action **Classify support ticket** Classifies a customer support ticket by category, urgency and customer sentiment, and returns a suggested action and a draft reply. - Action **Compare product specs** Compares two products' specifications with AI and returns the winner in each category, the key differences, and an overall recommendation. - Action **Crawl website to markdown** Crawls a website starting from a URL and returns its content converted to markdown, with word and token counts. - Action **Detect fake review** Scores a product review for authenticity and returns a verdict (Genuine, Suspicious or Bot / Spam) with the risk factors found. - Action **Enrich B2B company** Returns firmographics, tech stack and decision makers for a company, looked up by its website domain. - Action **Enrich B2B lead** Enriches a B2B lead with firmographics, an intent score, and a suggested decision maker for the company. - Action **Generate product copy** Generates an SEO title, description, bullet points and keywords for a product from its name and key features. - Action **Parse document** Extracts structured data (merchant, date, totals, tax and line items) from a receipt, invoice, business card or general document image at a URL. - Action **Review PR diff** Reviews a pull request diff for security issues and returns a score, grade, verdict and comments. - Action **Scan GitHub repo** Scans a public GitHub repository and returns its details, detected tech stack, top contributors as developer leads, and repository health indicators. - Action **Scrape and extract web page** Scrapes a web page and returns the requested fields extracted into structured data. - Action **Scrape Google Maps** Searches Google Maps for businesses matching a term in a location and returns the places found, optionally enriched with contact details. - Action **Scrape Google SERP** Searches Google for a keyword and returns the organic results, People Also Ask questions and sponsored ads. - Action **Scrape Instagram profile** Scrapes public Instagram data for a profile username, a post URL, or a hashtag and returns the scraped items. - Action **Scrape Reddit** Scrapes Reddit posts (and optionally their comments) from a post URL, a subreddit, or a keyword search. - Action **Scrape YouTube Shorts** Returns YouTube Shorts videos from a channel or matching a search keyword. - Action **Track ecommerce price** Returns the current price, original price, discount, stock status and rating for an ecommerce product page. - Action **Verify email** Checks an email address for valid format, disposable provider and mail servers, and returns a deliverability score and verdict. ## Each app on its own - [ **Agile CRM** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connections/agile-crm) - [ **Micro-SaaS AI Suite** 8 serverless AI APIs for sentiment analysis, copy generation, email verification, & OCR](https://apiant.ai/connections/micro-saas-ai-suite) Reviews ## What our customers say ## More from Agile CRM - [ **Agile CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agile-crm-to-salesforce) - [ **Agile CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/agile-crm-to-mailchimp) - [ **Agile CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/agile-crm-to-stripe) - [ **Agile CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/agile-crm-to-shopify) - [ **Agile CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/agile-crm-to-pipedrive) - [ **Agile CRM to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/agile-crm-to-trello) ## More into Micro-SaaS AI Suite - [ **HubSpot to Micro-SaaS AI Suite** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-micro-saas-ai-suite) - [ **Salesforce to Micro-SaaS AI Suite** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-micro-saas-ai-suite) - [ **Slack to Micro-SaaS AI Suite** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-micro-saas-ai-suite) - [ **Google Sheets to Micro-SaaS AI Suite** Google Sheets](https://apiant.ai/connect/google-sheets-to-micro-saas-ai-suite) - [ **Gmail to Micro-SaaS AI Suite** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-micro-saas-ai-suite) - [ **Google Calendar to Micro-SaaS AI Suite** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-micro-saas-ai-suite) Questions ## Agile CRM and Micro-SaaS AI Suite, answered ### ### What can start an automation from Agile CRM? Any of Agile CRM's 10 triggers in the catalog, including New contact, New matching contact or company, New matching task and List all tasks. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Micro-SaaS AI Suite when something happens in Agile CRM? Any of Micro-SaaS AI Suite's 19 actions, including Analyze review sentiment, Classify support ticket, Compare product specs and Crawl website to markdown. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Micro-SaaS AI Suite to Agile CRM? Micro-SaaS AI Suite has no triggers in the catalog today, so automations start in Agile CRM. If you need the other direction, ask: your agent reads Micro-SaaS AI Suite's API documentation and adds it. ### ### Do I have to build a connector for Agile CRM or Micro-SaaS AI Suite? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Agile CRM and Micro-SaaS AI Suite without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.