Agiled
Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.
Verdict
Common use cases
- Log client expenses during budget reviews
- Create project tasks from meeting notes
- Open support tickets from customer chat
- Pull deal pipeline for weekly forecast
- Assign tasks to employees by name
Integration
- Vendor
- Agiled
- Category
- crm
- Auth
- API_KEY
- Tools
- 18
- Composio slug
agiled
Tools
- Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
- Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in pr
- Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
- Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
- Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
- Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
- Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
- Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
- Get Estimates
Tool to retrieve a list of all estimates. use after configuring the api key to list estimates for reporting.
- Get Expenses
Tool to retrieve a list of all expenses. use after authenticating with your agiled api key to fetch all expense records.
- Get Invoices
Tool to retrieve a list of all invoices from agiled. use after obtaining valid api credentials.
- Get Products
Tool to retrieve a list of all products. use when you need to display all available offerings.
- Get Project Categories
Tool to retrieve a list of all project categories. use when you need to fetch category options before creating or filtering projects after authentication.
- Get Projects
Tool to retrieve a list of all projects. use after obtaining the api token.
- GET_TASKS
Tool to retrieve a list of all tasks. use when you need to fetch all tasks across your account after authentication.
- Get Tickets
Tool to retrieve a list of all tickets. use after obtaining api token when you need an overview of support or issue tickets.
- Get Timesheets
Tool to retrieve timesheets for a project. use when you have a valid project id to fetch all its time logs.
- Get Users
Tool to retrieve a list of users from agiled. use when you need the full user directory for selection or validation.
Setup
Setup guide
- 11. In Switchy, open the Space where you want to use Agiled and click **Add Integration** in the sidebar. 2. Search for Agiled and select it from the list. 3. Log in to your Agiled account in a separate tab, navigate to **Settings → API Keys**, and generate a new key (label it 'Switchy' so you remember where it's used). 4. Copy the key and paste it into the Switchy prompt that appears. 5. Click **Connect**—Switchy will verify the key and confirm the connection. 6. Back in your Space, type `@Agiled get contacts` and send the message; if you see a list of contacts appear, the integration is live. 7. From now on, any team member in that Space can @mention Agiled to create tasks, log expenses, open tickets, or query CRM data—just address the tool by name and describe what you need in plain language.
What teammates see: by default, memories from Agiled are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Log Team Expense
@Agiled create an expense for $450 labeled 'Q1 software licenses', category 'subscriptions', paid today by credit card.Open in a Space →
Spin Up Project
@Agiled create a project called 'Mobile App Redesign' with description 'Refresh iOS and Android UI for Q2 launch'.Open in a Space →
Assign Task Quickly
@Agiled create a task titled 'Draft wireframes' for project ID 12, assigned to user ID 5, high priority, due Friday.Open in a Space →
Open Support Ticket
@Agiled create a ticket with subject 'Login error on mobile', message 'User reports 403 after password reset', priority high, user ID 22.Open in a Space →
Pull Contact List
@Agiled get contacts, show the first 20 entries with email and phone number.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Agiled show me all open deals with a value over $10k, grouped by pipeline stage
Based on your Agiled CRM data, here are the qualifying deals: **Proposal Stage (3 deals, $47,500 total)** - Enterprise Software Migration - $18,000 (Contact: TechCorp) - Marketing Automation Setup - $15,000 (Contact: GrowthLabs) - Custom Integration Project - $14,500 (Contact: DataFlow Inc.) **Negotiation Stage (2 deals, $35,000 total)** - Annual Support Contract - $22,000 (Contact: MegaCorp) - Platform Upgrade - $13,000 (Contact: StartupXYZ) This snapshot reflects deals currently marked as open in your pipeline. Total potential revenue: $82,500.
This example demonstrates the MCP's ability to fetch and filter deal data from Agiled's CRM module. The AI synthesizes raw deal records into a strategic view. Requires API key with read access to deals. Note that deal stages and custom fields vary by your Agiled workspace configuration—this output assumes a standard sales pipeline setup.
@Agiled create a support ticket for client Acme Corp: 'Dashboard loading slowly since yesterday, priority high, assign to technical team'
Support ticket created successfully in Agiled: **Ticket #1847** - Subject: Dashboard loading slowly since yesterday - Priority: High - Client: Acme Corp (Contact ID: 234) - Assigned to: Technical Support Team - Status: Open - Created: 2025-05-19 14:32 UTC The ticket is now visible in your Agiled support queue. Team members with access to the technical support pipeline will receive notifications according to your workspace settings.
This showcases the MCP's ticket creation capability, a core function for service-based teams using Agiled's helpdesk module. The tool requires you to provide a valid user/contact ID—if you reference a client by name, the AI may need to first query contacts to resolve the ID. Ticket assignment rules depend on your Agiled workspace configuration (team routing, auto-assignment settings).
@Agiled pull all expenses from this month and draft a summary email explaining where we're over budget on travel costs
I've retrieved 47 expense records from May 2025. Here's the analysis: **Travel Expenses: $8,340 (Budget: $6,000 — 39% over)** - Flights: $4,200 - Hotels: $2,890 - Ground transport: $1,250 **Draft Email:** Subject: May Travel Expenses — Budget Review Needed Team, our May travel spend came in at $8,340 against a $6,000 budget. The overage stems primarily from two unplanned client site visits (Chicago and Austin) that weren't in the original quarterly forecast. Flights alone accounted for $4,200. Let's discuss whether we need to adjust Q3 travel allocations or implement a pre-approval threshold for trips over $500. [Expense details available in Agiled dashboard]
This example combines Agiled's expense retrieval with AI reasoning to produce actionable insights. The MCP fetches raw expense data; the AI performs the budget comparison and drafts communication. Requires API key with read access to expenses. Budget thresholds and categories must exist in your Agiled workspace—the AI infers context from expense metadata (tags, categories, amounts) but cannot access budget targets unless you provide them separately.
Use-case deep-dives
When Agiled makes sense for small agency client intake
A 6-person creative agency runs discovery calls, sends proposals, and tracks project kickoffs in one system. Agiled's MCP handles this end-to-end: create a contact from the call notes, log a deal with the proposal amount, spin up a project when they sign, and create the first batch of tasks for the team. The win is speed—no tab-switching between CRM and project board. The catch: if your agency runs more than 15 active projects at once, you'll hit Agiled's project-view limits and need a dedicated PM tool. For teams under 10 people closing 3-5 deals a month, this MCP collapses the handoff between sales and delivery into a single AI workflow.
Using Agiled MCP to route inbound support requests
A 4-person SaaS startup fields 20-30 support emails daily and needs to assign them fast. The Agiled MCP creates tickets directly from Slack threads or email summaries, tags them by priority, and pulls the employee list to auto-assign based on workload. The advantage: your AI can read the message, decide urgency, and file the ticket without a human opening the Agiled UI. The boundary: if you need SLA tracking or multi-tier escalation rules, Agiled's ticket system is too light—you'd want Zendesk or Intercom instead. For early-stage teams where speed beats sophistication, this MCP turns ticket creation into a one-shot AI command.
When the expense tool beats manual reimbursement spreadsheets
A distributed 8-person consulting team submits receipts via Slack and expects reimbursement within a week. The Agiled MCP's expense tool lets your AI parse the receipt image, extract amount and category, and log it against the right project—no finance admin copying data into a spreadsheet. The payoff: reimbursement cycles drop from 5 days to 1 because the data is already in Agiled when the accountant reviews. The limit: if your team bills expenses back to clients with markup or needs multi-currency conversion beyond the basic currency list, you'll outgrow this fast. For small teams with straightforward expense workflows, this MCP automates the busywork between receipt and payment.
Frequently asked
What does the Agiled MCP let me do in Switchy?
It connects your Agiled CRM so you can create and retrieve projects, tasks, tickets, expenses, contacts, deals, and employees without leaving Switchy. You can ask the AI to pull a contact list, log an expense, or spin up a new project—and it calls the Agiled API directly. Useful when you want CRM actions inside your team's chat workflow instead of switching tabs.
Do I need admin access to connect Agiled?
You need an Agiled API key, which typically requires account-owner or admin permissions to generate. Once you have the key, paste it into Switchy's MCP settings. No OAuth dance—just the key. If your Agiled plan restricts API access, you won't be able to connect until an admin upgrades or shares their key.
Can the Agiled MCP update existing tasks or deals?
No. The 18 tools focus on creating new records (tasks, projects, tickets, expenses) and retrieving lists (contacts, deals, employees, currencies). If you need to edit an existing task's priority or close a deal, you'll still open Agiled's web app. The MCP is read-and-create only—no updates or deletes.
Why use this instead of Agiled's web interface?
Speed and context. When you're already discussing a client in Switchy, you can ask the AI to log a ticket or fetch deal status inline—no tab-switching, no remembering which pipeline stage to pick. The trade-off: you lose Agiled's visual dashboards and bulk-edit tools. Use the MCP for quick creates and lookups; use the web app for reporting and batch changes.
Who on my team should connect the Agiled MCP?
Whoever owns your Agiled account and can generate an API key. That person connects it once in Switchy's settings; then everyone in the workspace can trigger Agiled actions through the AI. The MCP doesn't count as a separate Agiled seat, but all actions run under the connected account's permissions—so choose someone with the access level your team needs.