CRM

Agile CRM integrations

Connect Agile CRM to any other app, or use it from your AI client over MCP. Agile CRM is an all-in-one CRM with sales, marketing, and service automation. Manage contacts, deals, and tasks.

Connects with an API keyagilecrm.com
10 triggers63 actions

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 to automate with Agile CRM?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)

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What your agent can do with Agile CRM

Triggers and actions 10 triggers · 63 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.

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Questions

Agile CRM, answered

Is there a Agile CRM MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Agile CRM. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Agile CRM actions on demand, or have APIANT build, test and run automations that use Agile CRM. Nothing to install.

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 Agile CRM?

Any of Agile CRM's 63 actions, including Create company, Create contact, Create deal and Create deal by contact email. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Agile CRM directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Agile CRM two ways. Ask it to do something in Agile CRM 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Agile CRM API?

No. APIANT connects to the Agile CRM API for you, with your Agile CRM API key. Describe what you want in plain language and your agent builds it on the Agile CRM triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Agile CRM API documentation and adds it.

Which apps can Agile CRM connect to?

Any app in the catalog; the list on this page pairs Agile CRM with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.