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Integration

Agile CRM

CRM for small businesses: contacts, deals, tasks, campaigns and tickets. Your client pastes their Agile CRM key once, and your agent or your code works with their access.

CRM and sales

About Agile CRM

Agile CRM is an all-in-one CRM for small businesses with sales, marketing and service tools.

Once your client connects Agile CRM, your agent can work with contacts, deals, tasks, campaigns and tickets.

Agile CRM

Agile CRM · CRM and sales

API key

CRM for small businesses: contacts, deals, tasks, campaigns and tickets

The client pastes their REST API key from Agile CRM's settings. We store it encrypted.

Building with Agile CRM? The docs have setup steps and code for every tool.

Open the Agile CRM docs

Tools

Your agent calls any endpoint of Agile CRM's API with the request tool, with the client's access attached.

Base URL for request

https://{subdomain}.agilecrm.com/dev/api

  • request

    HTTPS ANY /v1/clients/{clientId}/agile-crm/{path}

    Any endpoint of Agile CRM's own API, with the client's access attached.

    servicestringrequired
    This service: agile-crm
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://{subdomain}.agilecrm.com/dev/api
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Agile CRM key you paste, with only the access you gave that key

Get started

Send your next client one link

Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.