SIGN UPLOG IN
X (Twitter)LinkedInGitHubDiscordYouTube

How to integrate Agile CRM MCP with Hermes

Connect Hermes 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.

Get started for freeGet a demo
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

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Agile CRM account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Agile CRM with

ChatGPTClaude CoworkAtomic Agent

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,500+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Agile CRM with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Agile CRM

Ask your agent to connect to Agile CRM, or simply request any Agile CRM-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Agile CRM connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Agile CRM or request any Agile CRM-related task. It will prompt you to authenticate and authorize access.

5. Done!

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 to your contacts, companies, and sales deals, so your agent can create, review, update, list, and delete CRM records on your behalf.

  • Contact and company creation: Have your agent create contacts or companies, add relevant properties and tags, and assign scores to new contacts.
  • Contact and company management: Let the agent review your contacts and companies, then update selected details without changing information you want to keep.
  • Sales deal creation: Direct your agent to create deals, associate them with contacts, and place them at the right milestone in your sales pipeline.
  • Deal tracking and updates: Instruct your agent to list and review deals, then update selected fields as opportunities move forward.
  • CRM record cleanup: Have your agent permanently delete contacts, companies, or deals that you no longer need.

Way Forward

With Agile CRM connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

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.

FRAMEWORKS

How to build Agile CRM MCP Agent with another framework

ChatGPT logo

ChatGPT

Use Agile CRM MCP with ChatGPT

Claude Cowork logo

Claude Cowork

Use Agile CRM MCP with Claude Cowork

Atomic Agent logo

Atomic Agent

Use Agile CRM MCP with Atomic Agent

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. Hermes 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