--- title: "Agile CRM integrations and MCP server - APIANT.ai" description: "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." canonical: "https://apiant.ai/connections/agile-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 key [agilecrm.com](https://agilecrm.com/) **10** triggers **63** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Agile CRM? 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) Popular ## Agile CRM with the apps people pair it with most - [ **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) - [ **Agile CRM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/agile-crm-to-zoom) - [ **Agile CRM to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/agile-crm-to-twilio) Pair it ## Connect Agile CRM with another app - [ **Agile CRM to Salesforce**](https://apiant.ai/connect/agile-crm-to-salesforce) - [ **Agile CRM to Mailchimp**](https://apiant.ai/connect/agile-crm-to-mailchimp) - [ **Agile CRM to Stripe**](https://apiant.ai/connect/agile-crm-to-stripe) - [ **Agile CRM to Shopify**](https://apiant.ai/connect/agile-crm-to-shopify) - [ **Agile CRM to Pipedrive**](https://apiant.ai/connect/agile-crm-to-pipedrive) - [ **Agile CRM to Trello**](https://apiant.ai/connect/agile-crm-to-trello) - [ **Agile CRM to Zoom**](https://apiant.ai/connect/agile-crm-to-zoom) - [ **Agile CRM to Twilio**](https://apiant.ai/connect/agile-crm-to-twilio) - [ **Agile CRM to SendGrid**](https://apiant.ai/connect/agile-crm-to-sendgrid) - [ **Agile CRM to Freshdesk**](https://apiant.ai/connect/agile-crm-to-freshdesk) - [ **Agile CRM to JotForm**](https://apiant.ai/connect/agile-crm-to-jotform) - [ **Agile CRM to PandaDoc**](https://apiant.ai/connect/agile-crm-to-pandadoc) - [ **Agile CRM to Freshworks CRM**](https://apiant.ai/connect/agile-crm-to-freshworks-crm) - [ **Streak to Agile CRM**](https://apiant.ai/connect/streak-to-agile-crm) - [ **Agile CRM to NetHunt CRM**](https://apiant.ai/connect/agile-crm-to-nethunt-crm) - [ **Agile CRM to MINDBODY**](https://apiant.ai/connect/agile-crm-to-mindbody) - [ **Agile CRM to Wufoo**](https://apiant.ai/connect/agile-crm-to-wufoo) - [ **Agile CRM to Knack**](https://apiant.ai/connect/agile-crm-to-knack) - [ **Agile CRM to Pushbullet**](https://apiant.ai/connect/agile-crm-to-pushbullet) - [ **Agile CRM to CNBC**](https://apiant.ai/connect/agile-crm-to-cnbc) - [ **Agile CRM to HelloSign**](https://apiant.ai/connect/agile-crm-to-hellosign) - [ **Agile CRM to Wistia**](https://apiant.ai/connect/agile-crm-to-wistia) - [ **Agile CRM to Recurly**](https://apiant.ai/connect/agile-crm-to-recurly) - [ **Agile CRM to Userflow**](https://apiant.ai/connect/agile-crm-to-userflow) - [ **Agile CRM to LeanKit**](https://apiant.ai/connect/agile-crm-to-leankit) - [ **Agile CRM to BigML**](https://apiant.ai/connect/agile-crm-to-bigml) - [ **Agile CRM to Browshot**](https://apiant.ai/connect/agile-crm-to-browshot) - [ **Agile CRM to DefiLlama**](https://apiant.ai/connect/agile-crm-to-defillama) - [ **Agile CRM to LibreTranslate**](https://apiant.ai/connect/agile-crm-to-libretranslate) - [ **Agile CRM to HubSpot**](https://apiant.ai/connect/agile-crm-to-hubspot) - [ **Slack to Agile CRM**](https://apiant.ai/connect/slack-to-agile-crm) - [ **Google Sheets to Agile CRM**](https://apiant.ai/connect/google-sheets-to-agile-crm) - [ **Agile CRM to Gmail**](https://apiant.ai/connect/agile-crm-to-gmail) - [ **Agile CRM to Google Calendar**](https://apiant.ai/connect/agile-crm-to-google-calendar) - [ **Agile CRM to Google Drive**](https://apiant.ai/connect/agile-crm-to-google-drive) - [ **Agile CRM to QuickBooks Online**](https://apiant.ai/connect/agile-crm-to-quickbooks-online) - [ **ActiveCampaign to Agile CRM**](https://apiant.ai/connect/activecampaign-to-agile-crm) - [ **Agile CRM to Notion**](https://apiant.ai/connect/agile-crm-to-notion) - [ **Agile CRM to Airtable**](https://apiant.ai/connect/agile-crm-to-airtable) - [ **Agile CRM to Asana**](https://apiant.ai/connect/agile-crm-to-asana) - [ **Agile CRM to JIRA**](https://apiant.ai/connect/agile-crm-to-jira) - [ **Agile CRM to ClickUp**](https://apiant.ai/connect/agile-crm-to-clickup) - [ **Agile CRM to Discord**](https://apiant.ai/connect/agile-crm-to-discord) - [ **Agile CRM to Outlook**](https://apiant.ai/connect/agile-crm-to-outlook) - [ **Agile CRM to Intercom**](https://apiant.ai/connect/agile-crm-to-intercom) - [ **Agile CRM to Klaviyo**](https://apiant.ai/connect/agile-crm-to-klaviyo) - [ **Agile CRM to Brevo**](https://apiant.ai/connect/agile-crm-to-brevo) - [ **Agile CRM to Typeform**](https://apiant.ai/connect/agile-crm-to-typeform) - [ **Agile CRM to Calendly**](https://apiant.ai/connect/agile-crm-to-calendly) - [ **Agile CRM to Webflow**](https://apiant.ai/connect/agile-crm-to-webflow) - [ **Agile CRM to Wix**](https://apiant.ai/connect/agile-crm-to-wix) - [ **Agile CRM to LinkedIn**](https://apiant.ai/connect/agile-crm-to-linkedin) - [ **Agile CRM to Facebook**](https://apiant.ai/connect/agile-crm-to-facebook) - [ **Agile CRM to Instagram**](https://apiant.ai/connect/agile-crm-to-instagram) - [ **Agile CRM to OpenAI**](https://apiant.ai/connect/agile-crm-to-openai) - [ **Agile CRM to Anthropic**](https://apiant.ai/connect/agile-crm-to-anthropic) - [ **Agile CRM to OneDrive**](https://apiant.ai/connect/agile-crm-to-onedrive) - [ **Agile CRM to Google Docs**](https://apiant.ai/connect/agile-crm-to-google-docs) - [ **Agile CRM to Ontraport**](https://apiant.ai/connect/agile-crm-to-ontraport) - [ **Agile CRM to GoHighLevel**](https://apiant.ai/connect/agile-crm-to-gohighlevel) What your agent can do with Agile CRM ## Triggers and actions 10 triggers ยท 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) โ€” 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 โ€” 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) โ€” 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. ## Related apps - [ **Agile CRM to Apollo** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connect/agile-crm-to-apollo) - [ **Agile CRM to Assembly.com** Assembly.com is a complete client communication and management solution that offers a branded and...](https://apiant.ai/connect/agile-crm-to-assembly-com) - [ **Agile CRM to Attio** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/agile-crm-to-attio) - [ **Agile CRM to Billage** Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project...](https://apiant.ai/connect/agile-crm-to-billage) - [ **Agile CRM to Broot** broot is a AI-powered app that helps sales, marketing, and events teams manage contacts, turning them into...](https://apiant.ai/connect/agile-crm-to-broot) - [ **Agile CRM to Capsule CRM** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/agile-crm-to-capsule-crm) - [ **Agile CRM to Centerflow** Centerflow is a web application that allows you to track and manage your leads.](https://apiant.ai/connect/agile-crm-to-centerflow) - [ **Agile CRM to CentralStationCRM** CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you...](https://apiant.ai/connect/agile-crm-to-centralstationcrm) [More in CRM](https://apiant.ai/apps/crm) Reviews ## What our customers say 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.