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MCP Integrations Agile Crm
MCP & AI Agent Integration

Agile Crm
automation.

21 AI agent actions for Agile Crm — callable from any MCP-compatible runtime, Claude, Cursor, or Cerebral OS workflow. Use Agile Crm to update contacts, move deals through pipelines, and trigger follow-up sequences automatically. Full governance, audit trail, and dry-run safety on every execution.

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No credit card required
Live in production environments
<200ms median execution
Dry-run before production
Execution trace
live
21
actions
100%
governed
<200ms
latency
21
AI agent actions
7
Read operations
14
Write operations
4
High-risk actions (approval gated)
CRM Agile Crm is a CRM integration — use it to automate contact management, deals, and pipeline operations from any AI agent or MCP-compatible runtime.
Actions

What you can do
with Agile Crm.

Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.

Get Company
agile_crm:get_company
Fetch a single company by ID with all properties and tags.
Read Low risk
Get Contact
agile_crm:get_contact
Fetch a single contact by ID with all properties and tags.
Read Low risk
Get Deal
agile_crm:get_deal
Fetch a single deal by ID with all properties and associated contacts.
Read Low risk
List Companies
agile_crm:list_companies
List companies with optional filtering and pagination.
Read Low risk
List Contacts
agile_crm:list_contacts
List contacts with optional filtering and pagination.
Read Low risk
List Deals
agile_crm:list_deals
List deals with optional filtering and pagination.
Read Low risk
List Tasks
agile_crm:list_tasks
List tasks with optional filtering and pagination.
Read Low risk
Add Tag
agile_crm:add_tag
Add a tag to a contact in Agile CRM.
Write Medium risk
Create Company
agile_crm:create_company
Create a new company in Agile CRM.
Write Medium risk
Create Contact
agile_crm:create_contact
Create a new contact in Agile CRM.
Write Medium risk
Create Deal
agile_crm:create_deal
Create a new deal in Agile CRM.
Write Medium risk
Create Note
agile_crm:create_note
Create a new note for a contact in Agile CRM.
Write Medium risk
Create Task
agile_crm:create_task
Create a new task in Agile CRM.
Write Medium risk
Delete Contact
agile_crm:delete_contact
Delete a contact from Agile CRM. This action cannot be undone.
Write High risk
Delete Deal
agile_crm:delete_deal
Delete a deal from Agile CRM. This action cannot be undone.
Write High risk
Delete Task
agile_crm:delete_task
Delete a task from Agile CRM. This action cannot be undone.
Write High risk
Remove Tag
agile_crm:remove_tag
Remove a tag from a contact in Agile CRM.
Write High risk
Send Email
agile_crm:send_email
Send an email through Agile CRM.
Write Medium risk
Update Contact
agile_crm:update_contact
Update an existing contact in Agile CRM.
Write Medium risk
Update Deal
agile_crm:update_deal
Update an existing deal in Agile CRM.
Write Medium risk
Update Task
agile_crm:update_task
Update an existing task in Agile CRM.
Write Medium risk
MCP & Runtime API

Call Agile Crm
from any AI agent.

Any AI agent — Claude, Cursor, LangChain, AutoGen, or your own — can call Agile Crm actions through the Cerebral OS Runtime API. Governance, credentials, and audit trail fire automatically.

agile_crm:get_company READ
# Call via Runtime API
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "agile_crm:get_company",
    "args": {},
    "execution_id": "agent-001"
  }'
agile_crm:add_tag WRITE
# Dry-run first — no production risk
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "agile_crm:add_tag",
    "args": {},
    "execution_id": "agent-001",
    "metadata": {"dryRun": true}
  }'
Get your Runtime API key at app.cerebralos.com/signup — 1,000 free executions, no credit card required.
AI agent examples

What your AI agent
can do with Agile Crm.

Real patterns your AI agent can execute via MCP or the Runtime API. Every action governed, dry-run safe, and fully audited.

Trigger
AI agent needs Agile Crm data
Call agile_crm:get_company via MCP or Runtime API
AI processes result and takes next action
Full execution logged to audit trail automatically
Trigger
Workflow needs to write to Agile Crm
Dry-run validates agile_crm:add_tag before execution
Approval gate fires if risk level is high
Action executes with full governance — logged, audited, reversible
Trigger
Lead or deal event
Score with AI
Route to right rep
Trigger outreach sequence
How it works

Every Agile Crm action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Agile Crm — adding governance, dry-run safety, and a full audit trail to every operation.

Governance first
Every verb carries a risk classification. High-risk writes require explicit approval gates before they execute in production.
Dry-run safe
Simulate any Agile Crm action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Agile Crm action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Connect with

Agile Crm works best
alongside these.

Build multi-step workflows that connect Agile Crm to the rest of your stack. All governed. All audited.

Hubspot Salesforce Pipedrive Gmail Slack
Agile Crm integration

Start free.
No credit card required.

Start free with 1,000 runs — no credit card required. Connect Agile Crm in minutes, dry-run every action before it touches production, full audit trail on everything.

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