Integration
Connect Agile CRM to Utilorax
When something happens in Agile CRM, your agent does the next thing in Utilorax. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Agile CRM and Utilorax to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Agile CRM can start in Utilorax
When New contact in Agile CRM
then Add interval to date in Utilorax
When New matching contact or company in Agile CRM
then Calculate age in Utilorax
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 Utilorax
Triggers and actions 10 triggers · 120 actions
Trigger
List all taskslist all tasks, surfacing new ones over time
Trigger
List contactslist contacts, surfacing new ones over time
Trigger
List dealslist deals/opportunities, surfacing new ones over time
Trigger
List eventslist events, surfacing new ones over time
Trigger
List pending taskslist pending tasks within N days
Trigger
List ticketslist help desk tickets by filter, surfacing new ones
Trigger
List trackslist deal tracks/pipelines
Trigger
New contactTriggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.
Trigger
New matching contact or companyTriggers when a new contact or company matches your search query.
Trigger
New matching taskTriggers when a new task matches your filter.
Action
Add contact to campaignenroll a contact into a campaign by email
Action
Add lead score by emailadd lead score to a contact by email
Action
Add note by contact emailadd a note to a contact by email
Action
Add tags by contact emailadd tags to a contact by email
Action
Add tags to contactadd multiple tags to a contact by ID
Action
Add tag to contactAdds a tag to the specified contact. Spaces in the tag are replaced with underscores.
Action
Add ticket noteadd a note to a ticket
Action
Change contact ownerchange the owner of a contact
Action
Create company/contacts (type=company) — create a company record
Action
Create contactcreate a full contact record
Action
Create dealcreate a deal/opportunity
Action
Create deal by contact emailcreate a deal for a contact by email
Action
Create deal notecreate a note on a deal
Action
Create documentcreate a document
Action
Create eventcreate 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 notecreate a note
Action
Create taskcreate a task
Action
Create task by emailcreate a task for a contact by email
Action
Create ticketcreate a help desk ticket
Action
Delete companyDelete a company.
Action
Delete contactdelete a contact
Action
Delete contact notedelete a contact note
Action
Delete dealdelete a deal
Action
Delete eventdelete an event
Action
Delete tags by contact emailremove tags from a contact by email
Action
Delete taskdelete a task
Action
Delete ticketdelete a help desk ticket
Action
Find contactReturns the Contact ID (and contact record) for the given email address.
Action
Get company by IDRetrieve a company by ID.
Action
Get contact by IDretrieve a contact by ID
Action
Get contact by phonelook up a contact by phone
Action
Get contact dealslist deals for a contact
Action
Get contact documentslist documents for a contact
Action
Get contact eventslist events for a contact
Action
Get contact noteslist notes for a contact
Action
Get contact taskslist tasks for a contact
Action
Get deal by IDretrieve a deal by ID
Action
Get deal noteslist notes for a deal
Action
Get deals by pipelinelist deals grouped by pipeline
Action
Get deals from tracklist deals filtered by track
Action
Get Deals Grouped by MilestoneReturns 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 dealslist deals owned by the current user
Action
Get task by IDretrieve a task by ID
Action
Get ticket filterslist available ticket filters
Action
Get ticket messageslist notes/messages for a ticket
Action
List companieslist companies
Action
Remove contact from dealremove a contact from a deal
Action
Remove tag from contactRemoves a tag from the specified contact. Spaces in the tag are replaced with underscores.
Action
Remove tags from contactremove multiple tags from a contact by ID
Action
Search contact by emaillook up a contact by email
Action
Search contact by email (POST)look up a contact by email
Action
Search contacts by dynamic filtersearch contacts by dynamic filter
Action
Update company/contacts/edit-properties (company) — update company properties
Action
Update contactUpdates the specified contact's first name, last name, and email properties.
Action
Update contact lead scoreupdate a contact's lead score
Action
Update contact propertyupdate contact properties
Action
Update contact star ratingupdate a contact's star rating
Action
Update dealpartially update a deal
Action
Update deal noteUpdate 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 eventUpdate 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 taskpartially update a task
Action
Update trackUpdate 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
Add interval to dateAdd or subtract an interval from a date.
Action
Calculate ageCompute age from a birthdate.
Action
Calculate compound interestCompute compound interest on a principal over time.
Action
Calculate loan paymentCompute the monthly loan payment (EMI) for a loan amount, rate and term.
Action
Calculate mortgage paymentCompute the monthly mortgage payment from price, deposit, rate and term.
Action
Calculate percentageCompute what P% of a value is.
Action
Calculate percentage changeCompute the percentage change from one value to another.
Action
Change text caseChange text case (upper/lower/title/camel/snake/kebab etc).
Action
Check if number is primeCheck whether a number is prime.
Action
Compress imageShrink JPG, PNG and WebP images to a smaller file size.
Action
Compress PDFReduce a PDF's file size while keeping it readable.
Action
Compute HMAC signatureCompute an HMAC signature for a message with a given key and algorithm.
Action
Convert CSV to ExcelConvert a CSV file into a proper Excel (.xlsx) workbook.
Action
Convert CSV to JSONConvert CSV text to a JSON array of objects.
Action
Convert currencyConvert an amount between currencies using live exchange rates.
Action
Convert date to timestampConvert a date string to a Unix timestamp.
Action
Convert Excel to JSONTurn a spreadsheet into structured JSON (first row as keys).
Action
Convert HTML to PDFPaste HTML and download a clean, print-ready PDF — styling, tables and images included.
Action
Convert image formatConvert images between PNG, JPG, WebP, AVIF, GIF, BMP, TIFF and more — you pick the output format.
Action
Convert Markdown to HTMLConvert Markdown text to HTML.
Action
Convert Markdown to PDFPaste Markdown and download a beautifully formatted PDF — headings, lists, tables and code included.
Action
Convert number to Roman numeralsConvert a number to or from Roman numerals.
Action
Convert PDF to textPull the text out of a PDF and download it as a clean.txt file.
Action
Convert timestamp to dateConvert a Unix timestamp to a date.
Action
Convert timezoneConvert a time between timezones.
Action
Convert unitsConvert a value between two units of measurement in a given category.
Action
Count wordsCount words, characters, sentences, lines and estimated reading time in text.
Action
Crop imageCut a rectangle out of an image.
Action
Decode JWTDecode a JWT header and payload (no signature check).
Action
Encode or decode Base64Encode or decode Base64 text.
Action
Encode or decode URL componentPercent-encode or decode a URL component.
Action
Extract emails from textExtract all email addresses found in text.
Action
Extract URLs from textExtract all URLs found in text.
Action
Find and replace textFind and replace text within a string.
Action
Format JSONPretty-print JSON with 2-space indentation.
Action
Generate barcodeBuild a barcode image URL.
Action
Generate lorem ipsum textGenerate lorem ipsum placeholder text.
Action
Generate QR codeBuild a QR-code image URL for any text.
Action
Generate UUIDGenerate one or more random UUID v4 values.
Action
Get current datetimeGet current time as Unix, ISO and UTC.
Action
Get date differenceCompute the difference between two dates.
Action
Get DNS recordsGet DNS records for a domain.
Action
Get HTTP statusGet the HTTP status code and redirect chain for a URL.
Action
Get page meta tagsGet the title, description and meta tags of a page.
Action
Hash password with bcryptHash a password with bcrypt.
Action
Hash textHash text with a chosen algorithm (MD5/SHA-1/SHA-256/SHA-512/CRC32).
Action
Merge PDF filesCombine several PDF files into one document.
Action
Read image infoRead an image and return its dimensions, format and EXIF metadata as JSON.
Action
Resize imageResize an image to exact dimensions (pad, stretch or crop to fill).
Action
Resolve domain to IPResolve a domain name to its IP address.
Action
Slugify textTurn text into a clean URL slug.
Action
Spell number as wordsSpell a number out in English words.
Action
Split PDFSplit a PDF into separate files — every page, or custom ranges.
Action
Strip HTML tagsRemove HTML tags from text, leaving plain text.
Action
Test regular expressionTest a regular expression against text and return matches.
Action
Validate JSONCheck whether a string is valid JSON.
Action
Watermark PDFStamp a diagonal text watermark across every page of a PDF.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Agile CRM and Utilorax, 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 Utilorax when something happens in Agile CRM?
Any of Utilorax's 57 actions, including Add interval to date, Calculate age, Calculate compound interest and Calculate loan payment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Utilorax to Agile CRM?
Utilorax has no triggers in the catalog today, so automations start in Agile CRM. If you need the other direction, ask: your agent reads Utilorax's API documentation and adds it.
Do I have to build a connector for Agile CRM or Utilorax?
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.
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.