Agiled

Create a record through Agiled's public API. The data object uses the same fields as the public API resource.

public_api_create_record

Create a task for explicit task creation requests.

create_task

Prepare or create a CRM support ticket.

create_ticket

Add a reply or note to a CRM ticket.

create_ticket_reply

Prepare or create a completed time entry.

create_time_entry

Delete a record through Agiled's public API. Use only when the user explicitly asks to delete.

public_api_delete_record

Fetch one record from an Agiled public API resource by id.

public_api_get_record

Fetch one Agiled record by module and id, scoped to the authenticated organization.

workspace_get_record

Relevance-ranked full-text search across Agiled records visible to the public API token, including accounts, contacts, deals, invoices, estimates, expenses, files, products, projects, tasks, and tickets. Use this first for vague lookup, cross-module search, customer/contact/account resolution, invoice/file/document lookup, or when you do not know which module contains the record.

search_global

List Agiled CRM pipelines and stages for deal creation or lookup.

crm_list_pipelines

List records from Agiled's public API resources. Respects page, per_page, status, include, sort_by, and resource-specific filters.

public_api_list_records

Fast search across visible Agiled records. Use this before fetching a specific record id.

workspace_quick_search

Record a payment against an invoice only through confirmation.

record_invoice_payment

Search Agiled MCP tools by query, mode, or category. Use this when deciding which Agiled tool to call next.

search_tools

Search, list recent, or compare Agiled workspace records visible to the public API token. Use entity for module choice, status for lifecycle filters, and query only for stable names, identifiers, or business keywords.

workspace_search_records

Present one to ten authorized Agiled tasks as readable cards with direct Open in Agiled actions. Call this after finding, creating, reading, or updating tasks, and keep task IDs out of the user-facing response.

show_tasks

Start a time-entry timer for the current user.

start_time_entry

Stop a running time-entry timer for the current user.

stop_time_entry

Update account fields only through an approval flow.

update_account

Update contact fields only through an approval flow.

update_contact

Update deal fields only through an approval flow.

update_deal

Update expense fields only through an approval flow.

update_expense

Update invoice fields only through an approval flow; sending or paid state changes are high impact.

update_invoice

Update product or service fields only through an approval flow.

update_product

Update project fields only through an approval flow.

update_project

Update a record through Agiled's public API. The data object uses the same fields as the public API resource.

public_api_update_record

Update task fields, including marking a task completed, only through an approval flow.

update_task

Update CRM ticket fields only through an approval flow.

update_ticket

Update a time entry only through an approval flow.

update_time_entry

Return the authenticated Agiled workspace context for this MCP session.

workspace_context