Integration

Agiled integration

Agiled is an all-in-one business platform (CRM, projects, finance, scheduling, documents). Read, filter, sort and page through contacts, accounts, deals, tickets, pipelines, projects, tasks, time entries, invoices, estimates, expenses, payments, products, files, documents, document templates, forms and their submissions, appointments, event types, booking pages and users, and delete records; create contacts; manage webhook subscriptions and read their delivery attempts. Left out: the other create and update routes, booking, cancelling or rescheduling an appointment, sending a document and creating a form submission, whose request fields the vendor reference does not document. Files and documents are read without the related-record option, because their shares and recipients hold external share links and personal signing links. Authentication is a public API key created under Settings, API in Agiled (full access or read only, valid 90 days), sent as a Bearer token.

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When this happens, do that in Agiled.Built from the 67 Agiled tools below, on the connection you add once.

What you can do with Agiled

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, 4 operations

create_contactCreate contactPOSTCreates a CRM contact. Search with list_contacts (email) first to avoid duplicates; pass an Idempotency-Key so a retry cannot create a second contact.
delete_contactDelete contactDELETEDeletes one contact by id; the answer carries data.deleted true.
get_contactGet contactGETReturns one contact by id with all its fields. include adds accounts, assigned_user and assigned_users.
list_contactsList contactsGETLists contact records, 25 per page by default (per_page up to 100). Filter by email or full_name. Sort by created_at, updated_at, first_name, last_name or email. include adds accounts, assigned_user and assigned_users.

Account, 3 operations

delete_accountDelete accountDELETEDeletes one account by id; the answer carries data.deleted true.
get_accountGet accountGETReturns one account by id with all its fields. include adds contacts, assigned_user and assigned_users.
list_accountsList accountsGETLists account records, 25 per page by default (per_page up to 100). Filter by name or email. Sort by created_at, updated_at, name or email. include adds contacts, assigned_user and assigned_users.

Deal, 3 operations

delete_dealDelete dealDELETEDeletes one deal by id; the answer carries data.deleted true.
get_dealGet dealGETReturns one deal by id with all its fields. include adds account, contacts, assigned_user and assigned_users.
list_dealsList dealsGETLists deal records, 25 per page by default (per_page up to 100). Filter by name or status. Sort by created_at, updated_at, name, status or value. include adds account, contacts, assigned_user and assigned_users.

Document, 3 operations

delete_documentDelete documentDELETEDeletes one document by id; the answer carries data.deleted true.
get_documentGet documentGETReturns one document by id with all its fields.
list_documentsList documentsGETLists document records, 25 per page by default (per_page up to 100). Filter by status, type or search. Sort by created_at, updated_at, title, status or type.

Estimate, 3 operations

delete_estimateDelete estimateDELETEDeletes one estimate by id; the answer carries data.deleted true.
get_estimateGet estimateGETReturns one estimate by id with all its fields. include adds account.
list_estimatesList estimatesGETLists estimate records, 25 per page by default (per_page up to 100). Filter by estimate_number, status or account_id. Sort by created_at, updated_at, estimate_number, status, issue_date or expiry_date. include adds account.

Expense, 3 operations

delete_expenseDelete expenseDELETEDeletes one expense by id; the answer carries data.deleted true.
get_expenseGet expenseGETReturns one expense by id with all its fields. include adds account and project.
list_expensesList expensesGETLists expense records, 25 per page by default (per_page up to 100). Filter by account_id, status, vendor or category. Sort by created_at, updated_at, expense_date, status or amount. include adds account and project.

File, 3 operations

delete_fileDelete fileDELETEDeletes one file by id; the answer carries data.deleted true.
get_fileGet fileGETReturns one file by id with all its fields.
list_filesList filesGETLists file records, 25 per page by default (per_page up to 100). Filter by file_type, parent_id, search or uploader_id. Sort by created_at, updated_at, name or size.

Form, 3 operations

delete_formDelete formDELETEDeletes one form by id; the answer carries data.deleted true.
get_formGet formGETReturns one form by id with all its fields.
list_formsList formsGETLists form records, 25 per page by default (per_page up to 100). Filter by search or status. Sort by created_at, updated_at, name, title or status.

Invoice, 3 operations

delete_invoiceDelete invoiceDELETEDeletes one invoice by id; the answer carries data.deleted true.
get_invoiceGet invoiceGETReturns one invoice by id with all its fields. include adds account and payments.
list_invoicesList invoicesGETLists invoice records, 25 per page by default (per_page up to 100). Filter by invoice_number or status. Sort by created_at, updated_at, invoice_number, status, issue_date or due_date. include adds account and payments.

Payment, 3 operations

delete_paymentDelete paymentDELETEDeletes one payment by id; the answer carries data.deleted true.
get_paymentGet paymentGETReturns one payment by id with all its fields. include adds invoice and account.
list_paymentsList paymentsGETLists payment records, 25 per page by default (per_page up to 100). Filter by invoice_id, status or payment_method. Sort by created_at, updated_at, payment_date, status or amount. include adds invoice and account.

Pipeline, 3 operations

delete_pipelineDelete pipelineDELETEDeletes one pipeline by id; the answer carries data.deleted true.
get_pipelineGet pipelineGETReturns one pipeline by id with all its fields. include adds stages.
list_pipelinesList pipelinesGETLists pipeline records, 25 per page by default (per_page up to 100). Filter by search. Sort by name, created_at or updated_at. include adds stages.

Product, 3 operations

delete_productDelete productDELETEDeletes one product by id; the answer carries data.deleted true.
get_productGet productGETReturns one product by id with all its fields. include adds category and tags.
list_productsList productsGETLists product records, 25 per page by default (per_page up to 100). Filter by category_id, is_active, pricing_mode, search or type. Sort by created_at, updated_at, name, price, sku or is_active. include adds category and tags.

Project, 3 operations

delete_projectDelete projectDELETEDeletes one project by id; the answer carries data.deleted true.
get_projectGet projectGETReturns one project by id with all its fields. include adds owner and members.
list_projectsList projectsGETLists project records, 25 per page by default (per_page up to 100). Filter by name or status. Sort by created_at, updated_at, name, status, start_date or end_date. include adds owner and members.

Submission, 3 operations

delete_submissionDelete submissionDELETEDeletes one submission of a form; the answer carries data.deleted true.
get_submissionGet submissionGETReturns one submission of a form with its answers.
list_form_submissionsList form submissionsGETLists the submissions of one form, 25 per page by default (per_page up to 100).

Task, 3 operations

delete_taskDelete taskDELETEDeletes one task by id; the answer carries data.deleted true.
get_taskGet taskGETReturns one task by id with all its fields. include adds project, assigned_user and assignees.
list_tasksList tasksGETLists task records, 25 per page by default (per_page up to 100). Filter by title, status or project_id. Sort by created_at, updated_at, title, status or due_date. include adds project, assigned_user and assignees.

Ticket, 3 operations

delete_ticketDelete ticketDELETEDeletes one ticket by id; the answer carries data.deleted true.
get_ticketGet ticketGETReturns one ticket by id with all its fields. include adds account, contact, assigned_user, project, related_task and invoice.
list_ticketsList ticketsGETLists ticket records, 25 per page by default (per_page up to 100). Filter by subject, status, priority, account_id or contact_id. Sort by created_at, updated_at, subject, status, priority or due_date.

Time entry, 3 operations

delete_time_entryDelete time entryDELETEDeletes one time entry by id; the answer carries data.deleted true.
get_time_entryGet time entryGETReturns one time entry by id with all its fields. include adds project, task and user.
list_time_entriesList time entriesGETLists time entry records, 25 per page by default (per_page up to 100). Filter by user_id, project_id, task_id, date_from or date_to. Sort by created_at, updated_at, start_time or end_time. include adds project, task and user.

Webhook subscription, 3 operations

create_webhook_subscriptionCreate webhook subscriptionPOSTSubscribes a URL to Agiled events (contact.created, invoice.paid, task.updated and others). The signing secret is not passed back here (outputs land in run logs), so deliveries cannot be verified from this connection.
delete_webhook_subscriptionDelete webhook subscriptionDELETEDeletes a webhook subscription; Agiled stops delivering its events.
list_webhook_subscriptionsList webhook subscriptionsGETLists the webhook subscriptions of the workspace with their target URL, events, status and last delivery time. The signing secret is not returned.

Appointment, 2 operations

get_appointmentGet appointmentGETReturns one appointment by id with all its fields. include adds event_type and attendees.
list_appointmentsList appointmentsGETLists appointment records, 25 per page by default (per_page up to 100). Filter by user_id, event_type_id or status. Sort by created_at, updated_at, start_time or end_time. include adds event_type and attendees.

Booking page, 2 operations

get_booking_pageGet booking pageGETReturns one booking page by id with all its fields. include adds event_types and user.
list_booking_pagesList booking pagesGETLists booking page records, 25 per page by default (per_page up to 100). Filter by is_active or search. Sort by created_at, updated_at, title, slug or is_active. include adds event_types and user.

Document template, 2 operations

get_document_templateGet document templateGETReturns one document template by id with all its fields.
list_document_templatesList document templatesGETLists document template records, 25 per page by default (per_page up to 100). Filter by search or type. Sort by created_at, updated_at, name or type.

Event type, 2 operations

get_event_typeGet event typeGETReturns one event type by id with all its fields. include adds availability_days and user.
list_event_typesList event typesGETLists event type records, 25 per page by default (per_page up to 100). Filter by is_active, search or user_id. Sort by created_at, updated_at, name, duration or is_active. include adds availability_days and user.

User, 2 operations

get_userGet userGETReturns one user by id with all its fields.
list_usersList usersGETLists user records, 25 per page by default (per_page up to 100). Filter by search. Sort by name or email.

Me, 1 operation

get_meGet meGETReturns the context of the API token: its organization (workspace) id, token id and abilities. Call it first to confirm the token works.

Webhook delivery, 1 operation

list_webhook_deliveriesList webhook deliveriesGETLists recent webhook delivery attempts with event type, status, attempt count, response status and error message.

Use Agiled from Claude Code, Cursor or Codex

Connect Agiled in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Agiled 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 Agiled

Create your workspace
Sign up free. Nothing to install.
Connect Agiled once
Add your Agiled 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.