# Agile CRM

```json
{
  "name": "Agile CRM",
  "slug": "agile_crm",
  "url": "https://composio.dev/toolkits/agile_crm",
  "markdown_url": "https://composio.dev/toolkits/agile_crm.md",
  "logo_url": "https://logos.composio.dev/api/agilecrm",
  "categories": [
    "crm"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-08-29T05:31:37.982Z"
}
```

![Agile CRM logo](https://logos.composio.dev/api/agilecrm)

## Description

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Agile CRM MCP or direct API to manage contacts, update pipelines, run campaigns, and create support tickets through natural language.

## Summary

Agile CRM is a unified customer management platform combining contacts, sales pipelines, marketing, and support.
Use it to centralize customer data, automate campaigns, and manage deals and tickets in one place.

## Categories

- crm

## Toolkit Details

- Tools: 10

## Images

- Logo: https://logos.composio.dev/api/agilecrm

## Authentication

- **Api Key**
  - Type: `api_key`
  - Description: Api Key authentication for Agile CRM.
  - Setup:
    - Configure Api Key credentials for Agile CRM.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- List all open deals in pipeline
- Add new contact from email signature
- Start email campaign for trial users

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `AGILE_CRM_CREATE_CONTACT_OR_COMPANY` | Create Contact or Company | Create a person contact with optional tags and scoring, or a company, with common and tenant custom properties. |
| `AGILE_CRM_CREATE_DEAL` | Create Deal | Create a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline. |
| `AGILE_CRM_DELETE_CONTACT_OR_COMPANY` | Delete Contact or Company | Permanently delete one person contact or company by numeric ID. |
| `AGILE_CRM_DELETE_DEAL` | Delete Deal | Permanently delete one deal by its numeric Agile CRM ID. |
| `AGILE_CRM_GET_CONTACT_OR_COMPANY` | Get Contact or Company | Get one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist. |
| `AGILE_CRM_GET_DEAL` | Get Deal | Get one deal by its numeric Agile CRM ID; return null when the deal does not exist. |
| `AGILE_CRM_LIST_CONTACTS` | List Contacts | Return one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist. |
| `AGILE_CRM_LIST_DEALS` | List Deals | Return one creation-ordered page of deals, with a cursor for the next page when more deals exist. |
| `AGILE_CRM_UPDATE_CONTACT_OR_COMPANY` | Update Contact or Company | Add or replace selected properties on one person contact or company without replacing properties that are not included. |
| `AGILE_CRM_UPDATE_DEAL` | Update Deal | Partially update selected fields of an existing deal without replacing fields that are not supplied. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK
```python
pip install composio_openai
```

```typescript
npm install @composio/openai
```

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a Tool Router session
```python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
```

```typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
```

#### Path 1, Step 3: Execute Agile CRM Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Agile CRM actions with your Agent
```python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'Get all open support tickets assigned to me'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
```

```typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'Get all open support tickets assigned to me'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

Install the Composio SDK for Python or TypeScript
```python
pip install composio claude-agent-sdk
```

```typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
```

#### Path 2, Step 2: Initialize Client and Create Tool Router Session

Import and initialize the Composio client, then create a Tool Router session for Agile CRM
```python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
```

```typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });
const session = await composio.create('your-user-id');
console.log(`Tool Router session created: ${session.mcp.url}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your AI agent (Anthropic Claude or Mastra)
```python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Agile CRM tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('Get all open support tickets assigned to me')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
```

```typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: session.mcp.url,
    headers: {
      'x-api-key': 'your-composio-api-key',
    },
  },
});

const tools = await client.tools();
const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{
    role: 'user',
    content: 'Get all open support tickets assigned to me'
  }],
  maxSteps: 5,
});

console.log(`Agent: ${text}`);
```

## Why Use Composio?

### 1. AI Native Agile CRM Integration

- Supports both Agile CRM MCP and direct API based integrations
- Structured, LLM-friendly schemas for reliable tool execution
- Rich coverage for reading, writing, and querying your Agile CRM data

### 2. Managed Auth

- Built-in OAuth handling with automatic token refresh and rotation
- Central place to manage, scope, and revoke Agile CRM access
- Per user and per environment credentials instead of hard-coded keys

### 3. Agent Optimized Design

- Tools are tuned using real error and success rates to improve reliability over time
- Comprehensive execution logs so you always know what ran, when, and on whose behalf

### 4. Enterprise Grade Security

- Fine-grained RBAC so you control which agents and users can access Agile CRM
- Scoped, least privilege access to Agile CRM resources
- Full audit trail of agent actions to support review and compliance

## Use Agile CRM with any AI Agent Framework

Choose a framework you want to connect Agile CRM with:

- [ChatGPT Work](https://composio.dev/toolkits/agile_crm/framework/chatgpt)
- [Claude Cowork](https://composio.dev/toolkits/agile_crm/framework/claude-cowork)
- [Hermes](https://composio.dev/toolkits/agile_crm/framework/hermes-agent)

## Related Toolkits

- [HubSpot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place.
- [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up.
- [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships.
- [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place.
- [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently.
- [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing.
- [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time.
- [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities.
- [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place.
- [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources.
- [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations.
- [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface.
- [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently.
- [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.
- [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.
- [Contacts+](https://composio.dev/toolkits/contacts_plus) - Contacts+ is a contact management service for personal account, contact, and tag data. It helps keep address books organized, searchable, and easier to maintain across workflows.
- [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data.
- [Dynamics365](https://composio.dev/toolkits/dynamics365) - Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.
- [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process.

## Frequently Asked Questions

### Do I need my own developer credentials to use Agile CRM with Composio?

Yes, Agile CRM requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

### Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. [Learn more](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)