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.

LiveContext

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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.

18 toolsBasic authAPI docs

Connect Agile CRM How integrations work

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

POSTcreate_contact
Creates an Agile CRM contact.
DELETEdelete_contact
Deletes an Agile CRM contact.
GETget_contact
Retrieves a single Agile CRM contact.
GETlist_contacts
Lists Agile CRM contacts newest first.
GETsearch_contact_by_email
Finds an Agile CRM contact by exact email address.
PUTupdate_contact_properties
Updates selected fields of an Agile CRM contact.

Deal, 5 operations

POSTcreate_deal
Creates an Agile CRM deal.
DELETEdelete_deal
Deletes an Agile CRM deal.
GETget_deal
Retrieves a single Agile CRM deal.
GETlist_deals
Lists Agile CRM deals newest first.
PUTupdate_deal
Updates selected fields of an Agile CRM deal.

Tag, 2 operations

POSTadd_tags_by_email
Tags an Agile CRM contact identified by email.
POSTremove_tags_by_email
Removes tags from an Agile CRM contact identified by email.

Task, 2 operations

POSTcreate_task
Creates an Agile CRM task.
GETlist_tasks
Lists Agile CRM tasks.

Company, 1 operation

POSTlist_companies
Lists Agile CRM companies newest first.

Note, 1 operation

POSTcreate_note
Adds a note to one or more Agile CRM contacts.

Record, 1 operation

GETsearch_records
Searches 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.