How to integrate Agile CRM MCP with Atomic Agent

Connect Atomic Agent to Agile CRM MCP. List all open deals in pipeline, add new contact from email signature, and more using natural language, with authentication handled for you.

Agile CRM logoAgile CRM
Api Key

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.

10 Tools

Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Agile CRM.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Agile CRM account. See the Atomic Agent documentation for installation instructions.

Also integrate Agile CRM with

How Atomic Agent connects to Agile CRM

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Agile CRM to Atomic Agent

  1. Sign up or sign in to the Composio dashboard. Copy your API key.
  2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
  3. Ask Atomic Agent to do something in Agile CRM. It searches Composio for the right tool.
  4. On first use, open the sign-in link returned in the chat. Connect your Agile CRM account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash
COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Agile CRM MCP server, and what's possible with it?

The Agile CRM MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Agile CRM account. It provides structured and secure access so your agent can perform Agile CRM operations on your behalf.

Use Agile CRM from Atomic Agent

With your account connected, ask Atomic Agent to work with Agile CRM in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

TOOLS

Supported Tools

Every Agile CRM action and event your agent gets out of the box.

Create Contact or Company

Create a person contact with optional tags and scoring, or a company, with common and tenant custom properties.

Create Deal

Create a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.

Delete Contact or Company

Permanently delete one person contact or company by numeric ID.

Delete Deal

Permanently delete one deal by its numeric Agile CRM ID.

Get Contact or Company

Get one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.

Get Deal

Get one deal by its numeric Agile CRM ID; return null when the deal does not exist.

List Contacts

Return one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.

List Deals

Return one creation-ordered page of deals, with a cursor for the next page when more deals exist.

Update Contact or Company

Add or replace selected properties on one person contact or company without replacing properties that are not included.

Update Deal

Partially update selected fields of an existing deal without replacing fields that are not supplied.

FAQ

Frequently asked questions

With a standalone Agile CRM MCP server, the agents and LLMs can only access a fixed set of Agile CRM tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Agile CRM and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Agile CRM tools.

Yes, absolutely. You can configure which Agile CRM scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Agile CRM data and credentials are handled as safely as possible.

Start with Agile CRM.It takes 30 seconds.

Managed auth, hosted MCP servers, and every Agile CRM tool your agent needs.Free to start.

Start building