Agiled MCP server

Connect Agiled to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Agiled MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the create employee tool in Agiled
  • Use the create contact tool in Agiled
  • Use the create deal tool in Agiled
  • Use the create contract tool in Agiled
  • Use the create product tool in Agiled
  • Use the create invoice tool in Agiled

Supported Tools

create_employee

Create Employee

Create a new employee record in Agiled. Add employee details like name, email, department, and designation for HR management.

create_contact

Create Contact

Create a new contact (client, lead, or prospect) in Agiled. Use this to add new people or companies to your CRM with their name, email, phone, and company details.

create_deal

Create Deal

Create a new deal in the Agiled CRM pipeline. Track deals with a name, value, stage, and associated contact for sales management.

create_contract

Create Contract

Create a new contract in Agiled. Define the subject, client, value, dates, and contract type. Contracts can be shared with recipients for e-signature.

create_product

Create Product

Create a new product in Agiled. Define the product name, price, description, and tax details for use in invoices and estimates.

create_invoice

Create Invoice

Create a new invoice in Agiled. Specify the client, issue date, due date, currency, and line items for billing.

create_expense

Create Expense

Create a new expense record in Agiled. Track business expenses with an amount, category, date, and optional project association.

create_estimate

Create Estimate

Create a new estimate in Agiled. Specify the client, valid dates, and amounts for a quote or proposal.

get_employee

Get Employee

Retrieve an employee by ID, or list employees with pagination. Returns employee details including name, department, designation, and contact info.

delete_contact

Delete Contact

Permanently delete a contact from Agiled. This action cannot be undone.

update_task

Update Task

Update an existing task in Agiled. Change the title, description, assignee, due date, priority, or mark it as complete.

update_project

Update Project

Update an existing project in Agiled. Change the name, deadlines, budget, status, or other project details.

get_user

Get User

Retrieve a user account by ID, or list all users in the Agiled workspace. Returns user details including name, email, and role.

get_contract

Get Contract

Retrieve a contract by ID, or list contracts with pagination. Returns contract details including subject, value, client, and dates.

get_estimate

Get Estimate

Retrieve an estimate by ID, or list estimates with pagination. Returns estimate details including amounts, client, status, and dates.

get_task

Get Task

Retrieve a task by ID, or list tasks with pagination. Returns task details including title, status, assignee, and due date.

create_project

Create Project

Create a new project in Agiled. Define the project name, details, deadlines, budget, and assign it to a client.

get_ticket

Get Ticket

Retrieve a support ticket by ID, or list tickets with pagination. Returns ticket details including subject, status, priority, and assignee.

create_ticket

Create Ticket

Create a new support ticket in Agiled. Assign it to a team member with subject, description, and priority.

get_invoice

Get Invoice

Retrieve an invoice by ID, or list invoices with pagination. Returns invoice details including amounts, client, status, and dates.

get_product

Get Product

Retrieve a product by ID, or list products with pagination. Returns product details including name, price, and description.

update_contact

Update Contact

Update an existing contact's details in Agiled. Provide the contact ID and any fields you want to change.

get_contact

Get Contact

Retrieve a contact by ID, or list contacts with pagination. Use this to look up a specific contact's details or browse all contacts in your Agiled account.

get_deal

Get Deal

Retrieve a deal by ID, or list deals with pagination. Returns deal details including name, value, stage, and associated contact.

get_project

Get Project

Retrieve a project by ID, or list projects with pagination. Returns project details including name, status, deadlines, and associated client.

create_task

Create Task

Create a new task in Agiled. Tasks can be assigned to projects, team members, and given due dates and priorities.

create_time_entry

Create Time Entry

Log a new time entry in Agiled. Track hours worked against projects and tasks with start/end times and a memo.

get_time_entries

Get Time Entries

List tracked time with optional project, task, user, and date filters. Use this for time reporting and billing review. Requires a Public API Key connection.

get_current_user

Get Current User Context

Retrieve the authenticated public API token context, including its workspace ID and abilities. Requires a Public API Key connection.

get_accounts

Get Accounts

List CRM accounts with optional name and email filters, pagination, sorting, and related contacts. Requires a Public API Key connection.

Connect Agiled to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Agiled in Metorial. In your Metorial portal, enable the Agiled MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Agiled tools.

Run Agiled through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Agiled and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Agiled tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Agiled

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Technical notes for Agiled

Manage business operations including CRM, projects, finances, and HR in one platform. Create, update, and retrieve contacts, leads, accounts, and deals with custom pipeline stages. Create and manage projects, tasks, and time entries. Generate and send invoices, estimates, and track expenses. Create contracts, collect e-signatures, and manage proposals. Handle employee records, departments, attendance, and leave tracking. Create and manage support tickets. Track products and packages.

Frequently asked questions

Common questions about connecting Agiled to AI agents with Metorial.

  1. How many tools does the Agiled MCP server have?
    The Agiled MCP server exposes 30 tools, including Create Employee, Create Contact, Create Deal. Each one is governed and traced through Metorial.
  2. Agiled exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Agiled MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Agiled and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Agiled MCP server yourself or use the hosted gateway.

Connect Agiled to production AI agents

See how Metorial gives your team governed access to Agiled, with tracing and security controls built in.