Agile CRM
Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform.
Integration
- Vendor
- Agile CRM
- Category
- crm
- Auth
- API_KEY
- Tools
- 10
- Composio slug
agile_crm
Tools
- Create Contact or Company
Create a person contact with optional tags and scoring, or a company, with common and tenant custom properties.
- Create Deal
Create a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.
- Delete Contact or Companydestructive
Permanently delete one person contact or company by numeric ID.
- Delete Dealdestructive
Permanently delete one deal by its numeric Agile CRM ID.
- Get Contact or Company
Get one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.
- Get Deal
Get one deal by its numeric Agile CRM ID; return null when the deal does not exist.
- List Contacts
Return one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.
- List Deals
Return one creation-ordered page of deals, with a cursor for the next page when more deals exist.
- Update Contact or Company
Add or replace selected properties on one person contact or company without replacing properties that are not included.
- Update Deal
Partially update selected fields of an existing deal without replacing fields that are not supplied.
Setup
- Create or open a Switchy Project.
- Open Integrations and connect Agile CRM.
- Authorise through api_key. Switchy stores the connection against your org.
- Everyone in the Project can now @-mention the Agile CRM tools in chat.
What teammates see: by default, memories from Agile CRM are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Projects have used this MCP together with a given model.