The Agiled MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Agiled account. It provides structured and secure access to your CRM, project management, finance, and support tools, so your agent can perform actions like creating tasks, managing expenses, retrieving contacts, and handling support tickets on your behalf.
- Project and task automation: Instantly create new projects or tasks, assign them to team members, set due dates, and update project boards—all through your agent.
- Expense and estimate management: Let your agent create new expense records, fetch all expenses, or retrieve estimates for up-to-date financial tracking without manual data entry.
- CRM and contact retrieval: Effortlessly pull up all your contacts or deals, making it easy for your agent to surface leads, customers, or CRM reports when you need them.
- Support ticket creation: Enable your agent to open new support tickets, capture customer issues, and track priority items directly in Agiled.
- Employee directory access: Quickly fetch employee lists for team coordination, assignment, or HR workflows, ensuring your agent always has current organizational info.