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Agiled for AI agents

Agiled is an all-in-one business management platform covering CRM, projects, invoicing and time tracking. Small businesses use it to run client work and finances from 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 AgiledSee the 18 actions ↓
CRMAPI keyMCP + RESTagiled.app
AUDIT LOG · AGILEDPOLICY: acme-support
09:41:07 · claude · u_8f2read
agiled.get_deals
Get Deals✓ allowed · 212ms
09:41:08 · claude · u_8f2read
agiled.get_tasks
GET_TASKS✓ allowed · 164ms
09:41:09 · claude · u_8f2write
agiled.create_task
Create Task✓ approved · approved by user
EVERY AGILED CALL, ON THE RECORD
01 · USE CASES

What agents do in Agiled.

01

Look up outstanding invoices

List invoices tied to a client to check what's still unpaid before a follow-up email.

02

Create a support ticket

Log a new support ticket for a client issue so it lands in the right queue.

03

Create an expense record

Add a new expense entry to a project, a write action worth reviewing before it's approved for reimbursement.

02 · ACTIONS

18 Agiled actions, graded by risk.

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

read

14

Look things up. Allowed by default.

  • agiled.get_deals
    Get Deals
  • agiled.get_tasks
    GET_TASKS
  • agiled.get_users
    Get Users
  • agiled.get_tickets
    Get Tickets
  • agiled.get_contacts
    Get Contacts
  • agiled.get_expenses
    Get Expenses
  • agiled.get_invoices
    Get Invoices
  • agiled.get_products
    Get Products
  • agiled.get_projects
    Get Projects
  • agiled.get_employees
    Get Employees
  • agiled.get_estimates
    Get Estimates
  • agiled.get_currencies
    Get Currencies
  • agiled.get_timesheets
    Get Timesheets
  • agiled.get_project_categories
    Get Project Categories

write

4

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

  • agiled.create_task
    Create Task
  • agiled.create_ticket
    Create Ticket
  • agiled.create_expense
    Create Expense
  • agiled.create_project
    Create Project

destructive

0

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

  • No destructive actions.
03 · HOW IT WORKS

Agiled in three steps.

  1. 01Your users connect AgiledThey add their Agiled api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, and writes like “create Task” can wait for the user to approve.
  3. 03Any agent can actYour agent calls Agiled 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('agiled', {
  read: 'allow',
  write: 'ask',        // create_task
  destructive: 'deny',  
})

# 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 Agiled connects.

Users add their Agiled 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 Agiled 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 Agiled 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 actionsHubSpot263 actionsZendesk457 actionsPipedrive403 actionsApollo67 actionsAttio109 actionsAcculynx8 actionsAeroleads1 actions
ALL CRM APPS →
07 · FAQ

Agiled and Arc0, answered.

Q01

Can I use Agiled with Claude, ChatGPT or Cursor?

Yes. Connect Agiled 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 Agiled actions you allow.

Q02

How do users connect Agiled?

Users add their Agiled 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 Agiled actions can my agent take?

18 in total: 14 read, 4 write and 0 destructive, such as “create Task”. Your policies decide which of them each agent may call.

Q04

Can I make my agent read-only in Agiled?

Yes. Allow read actions and deny writes in the Agiled policy. Your agent can still look things up, and any write it attempts is blocked and logged.

Q05

Can my own backend call Agiled too?

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

Get started

Plug Agiled into your agent.

Your users connect Agiled once, under your brand. Your agent gets 18 actions behind your policies, with every call on the record.

Connect AgiledBrowse all apps →

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