Integration

Agile CRM integration

Agile CRM developer API: read, create, update and delete contacts and companies, search them by email or free text, add and remove tags, manage deals across tracks and milestones, create and list tasks, and attach notes to contacts. The account subdomain is part of the address and the credential is the account email plus its API key.

Connect Agile CRM How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Agile CRM.Built from the 18 Agile CRM tools below, on the connection you add once.

Common Agile CRM use cases

honouring an erasure request
tagging everyone who attended a webinar
reporting the value of the open pipeline
scheduling a follow-up call after a demo
advancing a deal after a contract is signed
exporting the contact base into a spreadsheet
removing a nurture tag once a contact converts
exporting the company book for an account review
creating a contact from a website form submission
logging the outcome of a call on every participant

What you can do with Agile CRM

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Contact, 6 operations

create_contactCreate contactPOSTCreates an Agile CRM contact.
delete_contactDelete contactDELETEDeletes an Agile CRM contact.
get_contactGet contactGETRetrieves a single Agile CRM contact.
list_contactsList contactsGETLists Agile CRM contacts newest first.
search_contact_by_emailSearch contact by emailGETFinds an Agile CRM contact by exact email address.
update_contact_propertiesUpdate contact propertiesPUTUpdates selected fields of an Agile CRM contact.

Deal, 5 operations

create_dealCreate dealPOSTCreates an Agile CRM deal.
delete_dealDelete dealDELETEDeletes an Agile CRM deal.
get_dealGet dealGETRetrieves a single Agile CRM deal.
list_dealsList dealsGETLists Agile CRM deals newest first.
update_dealUpdate dealPUTUpdates selected fields of an Agile CRM deal.

Tag, 2 operations

add_tags_by_emailAdd tags by emailPOSTTags an Agile CRM contact identified by email.
remove_tags_by_emailRemove tags by emailPOSTRemoves tags from an Agile CRM contact identified by email.

Task, 2 operations

create_taskCreate taskPOSTCreates an Agile CRM task.
list_tasksList tasksGETLists Agile CRM tasks.

Company, 1 operation

list_companiesList companiesPOSTLists Agile CRM companies newest first.

Note, 1 operation

create_noteCreate notePOSTAdds a note to one or more Agile CRM contacts.

Record, 1 operation

search_recordsSearch recordsGETSearches Agile CRM contacts or companies by keyword.

Use Agile CRM from Claude Code, Cursor or Codex

Connect Agile CRM in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Agile CRM operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Agile CRM

Create your workspace
Sign up free. Nothing to install.
Connect Agile CRM once
Add your Agile CRM connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Agile CRM integration FAQ

What can you do with the Agile CRM integration?

LiveContext exposes 18 operations on Agile CRM, covering contact, deal, tag and task. Common uses include honouring an erasure request, tagging everyone who attended a webinar and reporting the value of the open pipeline.