Agile CRM for AI agents

Agile CRM combines contact management, sales pipelines and marketing automation in one platform. Small businesses use it to track deals and customer touchpoints in one place. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect Agile CRM See the 10 actions ↓

CRMAPI keyMCP + RESTagilecrm.com

AUDIT LOG · AGILE CRMPOLICY: acme-support

09:41:07 · claude · u_8f2read

agile_crm.list_deals

List Deals✓ allowed · 212ms

09:41:08 · claude · u_8f2read

agile_crm.get_deal

Get Deal✓ allowed · 164ms

09:41:09 · claude · u_8f2write

agile_crm.create_deal

Create Deal✓ approved · approved by user

09:41:12 · claude · u_8f2destructive

agile_crm.delete_deal

Delete Deal✕ blocked · policy: deny

EVERY AGILE CRM CALL, ON THE RECORD

01 · USE CASES

What agents do in Agile CRM.

Look up a contact or company

Retrieve the details of an existing contact before adding a note or updating their record.

Update a deal's stage

Move a deal forward in the pipeline by updating its stage or value.

Delete a contact

Remove a contact from the CRM, a destructive action that should be approved before it happens.

02 · ACTIONS

10 Agile CRM actions, graded by risk.

Every Agile CRM action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

Look things up. Allowed by default.

agile_crm.get_deal
Get Deal
agile_crm.list_deals
List Deals
agile_crm.list_contacts
List Contacts
agile_crm.get_contact_or_company
Get Contact or Company

write

Create and change things. Allow, or ask the user first.

agile_crm.create_deal
Create Deal
agile_crm.update_deal
Update Deal
agile_crm.create_contact_or_company
Create Contact or Company
agile_crm.update_contact_or_company
Update Contact or Company

destructive

Delete, cancel or archive. Ask first, or deny outright.

agile_crm.delete_deal
Delete Deal
agile_crm.delete_contact_or_company
Delete Contact or Company

03 · HOW IT WORKS

Agile CRM in three steps.

01Your users connect Agile CRMThey add their Agile CRM api key on Arc0 Connect, under your brand. It goes straight into the vault.
02You set the rulesReads run, writes like “create Deal” can wait for the user, and “delete Deal” can be denied outright.
03Any agent can actYour agent calls Agile CRM through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.

POLICY.TS

await arc0.policies.set('agile_crm', {
  read: 'allow',
  write: 'ask',        // create_deal
  destructive: 'deny',  // delete_deal
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2

04 · AUTH AND DATA

How Agile CRM connects.

Users add their Agile CRM api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Agile CRM connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH: API key
CREDENTIALS: Per-tenant encrypted vault
MODEL SEES: Results only, never credentials
AUDIT LOG: Every call, on every plan

05 · WORKS WITH

Use Agile CRM from any agent.

Claude

ChatGPT

Cursor

Codex

VS Code

OpenAI Agents SDK

Claude Agent SDK

Vercel AI SDK

Mastra

LangGraph

06 · RELATED

More crm apps.

Salesforce224 actions

07 · FAQ

Agile CRM and Arc0, answered.

Q01

Can I use Agile CRM with Claude, ChatGPT or Cursor?

Yes. Connect Agile CRM to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Agile CRM actions you allow.

Q02

How do users connect Agile CRM?

Users add their Agile CRM api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Agile CRM actions can my agent take?

10 in total: 4 read, 4 write and 2 destructive, such as “create Deal”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Agile CRM?

Yes. Actions like “delete Deal” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Agile CRM too?

Yes. The same Agile CRM connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Agile CRM into your agent.

Your users connect Agile CRM once, under your brand. Your agent gets 10 actions behind your policies, with every call on the record.

Connect Agile CRM Browse all apps →

Free to build · MCP + REST · Audit log on every plan