# Agiled — how to use (mcp.ai)

Connect your Agiled account and use 18 tools for CRM straight from your AI agent. Connect with your own API key. Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_agiled?ms=1787291520000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `agiled_create_expense`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/agiled`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/agiled/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/agiled/create/expense` — Tool to create a new expense in Agiled. Use after gathering expense details and authenticating with your API key.
  - body: { price: number, status?: string, user_id: integer, how_often?: string, item_name: string, project_id?: integer, currency_id: integer, is_infinite?: string, often_terms?: integer, distance_cost?: integer, distance_unit?: string, purchase_date: string, term_duration?: string, distance_value: integer, make_recurring?: string, purchased_from?: string, include_distance?: string, remaining_cycles?: integer, distance_category: string, distance_unit_rate?: integer, next_purchase_date?: string, distance_description?: string }
- `POST https://api.mcp.ai/api/agiled/create/project` — Tool to create a new project in Agiled. Use when you have collected all project details and need to set up the project before assigning tasks. Example: "Create a new project named Website Redesign wit
  - body: { notes?: string, status: string, deadline?: string, start_date: string, project_name: string, project_summary?: string }
- `POST https://api.mcp.ai/api/agiled/create/task` — Tool to create a new task in Agiled. Use when you have all task details and want to add it to your project board. Example: "Create a task titled 'Draft specs' for project 45, assigned to user 7, prior
  - body: { title: string, status?: string, list_id?: integer, due_date?: string, priority?: string, followers?: integer[], project_id?: integer, start_date?: string, assigned_to?: integer, description?: string }
- `POST https://api.mcp.ai/api/agiled/create/ticket` — Tool to create a new support ticket in Agiled. Use after gathering all required ticket details (subject, message, priority, user ID).
  - body: { file?: string, message: string, subject: string, type_id?: integer, user_id: integer, agent_id?: integer, priority: string, channel_id?: integer }
- `POST https://api.mcp.ai/api/agiled/get/contacts` — Tool to retrieve a list of all contacts. Use after configuring the API key to fetch contacts with optional pagination or search filters.
  - body: { page?: integer, search?: string, per_page?: integer }
- `POST https://api.mcp.ai/api/agiled/get/currencies` — Tool to list currencies. Use when you need to fetch available currency options after authentication.
- `POST https://api.mcp.ai/api/agiled/get/deals` — Tool to retrieve a list of all deals. Use after confirming your API key to list all deals for CRM reporting.
- `POST https://api.mcp.ai/api/agiled/get/employees` — Tool to retrieve a list of all employees. Use when you need up-to-date employee directory from Agiled.
- `POST https://api.mcp.ai/api/agiled/get/estimates` — Tool to retrieve a list of all estimates. Use after configuring the API key to list estimates for reporting.
  - body: { page?: integer, per_page?: integer }
- `POST https://api.mcp.ai/api/agiled/get/expenses` — Tool to retrieve a list of all expenses. Use after authenticating with your Agiled API key to fetch all expense records.
- `POST https://api.mcp.ai/api/agiled/get/invoices` — Tool to retrieve a list of all invoices from Agiled. Use after obtaining valid API credentials.
- `POST https://api.mcp.ai/api/agiled/get/products` — Tool to retrieve a list of all products. Use when you need to display all available offerings.
- `POST https://api.mcp.ai/api/agiled/get/project/categories` — Tool to retrieve a list of all project categories. Use when you need to fetch category options before creating or filtering projects after authentication.
- `POST https://api.mcp.ai/api/agiled/get/projects` — Tool to retrieve a list of all projects. Use after obtaining the API token.
- `POST https://api.mcp.ai/api/agiled/get/tasks` — Tool to retrieve a list of all tasks. Use when you need to fetch all tasks across your account after authentication.
- `POST https://api.mcp.ai/api/agiled/get/tickets` — Tool to retrieve a list of all tickets. Use after obtaining API token when you need an overview of support or issue tickets.
- `POST https://api.mcp.ai/api/agiled/get/timesheets` — Tool to retrieve timesheets for a project. Use when you have a valid project ID to fetch all its time logs.
  - body: { project_id: integer }
- `POST https://api.mcp.ai/api/agiled/get/users` — Tool to retrieve a list of users from Agiled. Use when you need the full user directory for selection or validation.

## Example prompts
- "What can I do in Agiled?"
- "Show me a summary of my Agiled account"

## More
- Page: https://mcp.ai/agiled
- Agent spec (llms.txt): https://mcp.ai/agiled/llms.txt
- Postman collection: https://mcp.ai/agiled/postman.json