Connect Agiled to your AI agent
Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.
We set up the connection using your own Agiled account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
What your agent can do in Agiled
Each one is a real action the agent can take on its own, the same things a person clicking around Agiled could do. Read-only by default; write actions are confirmed against your policy.
- Create Expense Tool to create a new expense in Agiled. Use after gathering expense details and authenticating with your API key.
- Create Project Tool to create a new project in Agiled. Use when you have collected all project details and need to set up the project before assigning tasks. Example: "Create a new project named Website Redesign with start date 2023-0…
- Create Task Tool to create a new task in Agiled. Use when you have all task details and want to add it to your project board. Example: "Create a task titled 'Draft specs' for project 45, assigned to user 7, priority normal, due dat…
- Create Ticket Tool to create a new support ticket in Agiled. Use after gathering all required ticket details (subject, message, priority, user ID).
- Get Contacts Tool to retrieve a list of all contacts. Use after configuring the API key to fetch contacts with optional pagination or search filters.
- Get Currencies Tool to list currencies. Use when you need to fetch available currency options after authentication.
- Get Deals Tool to retrieve a list of all deals. Use after confirming your API key to list all deals for CRM reporting.
- Get Employees Tool to retrieve a list of all employees. Use when you need up-to-date employee directory from Agiled.
- Get Estimates Tool to retrieve a list of all estimates. Use after configuring the API key to list estimates for reporting.
- Get Expenses Tool to retrieve a list of all expenses. Use after authenticating with your Agiled API key to fetch all expense records.
- Get Invoices Tool to retrieve a list of all invoices from Agiled. Use after obtaining valid API credentials.
- Get Products Tool to retrieve a list of all products. Use when you need to display all available offerings.
- Get Project Categories Tool to retrieve a list of all project categories. Use when you need to fetch category options before creating or filtering projects after authentication.
- Get Projects Tool to retrieve a list of all projects. Use after obtaining the API token.
- Get tasks Tool to retrieve a list of all tasks. Use when you need to fetch all tasks across your account after authentication.
- Get Tickets Tool to retrieve a list of all tickets. Use after obtaining API token when you need an overview of support or issue tickets.
- Get Timesheets Tool to retrieve timesheets for a project. Use when you have a valid project ID to fetch all its time logs.
- Get Users Tool to retrieve a list of users from Agiled. Use when you need the full user directory for selection or validation.
How we connect it
- 1
Connect your account
You create a key in Agiled, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Agiled questions, answered.
Ready to put Agiled to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
All product names, logos, and brands are property of their respective owners; used for identification only. ZeroToClaw is not affiliated with or endorsed by Agiled.