Connect Agiled to AI agents

Connect Agiled to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools27Triggers10

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.

More integrations teams use with Agiled

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

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.

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. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

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. Subscribe to real-time change events via Change Data Capture and Platform Events. 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. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

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. Listen for events on new contacts, contracts, invoices, projects, tasks, employees, tickets, and CRM changes via webhooks.

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Frequently asked questions

Common questions about connecting Agiled to AI agents with Metorial.

  1. Can Metorial connect Agiled to AI agents?
    Yes. Metorial connects AI agents to Agiled through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.