Agiled for AI agents
Agents read Agiled at once. Changes and sends are held for a person's approval by default.
About Agiled
Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.
What an agent can do in Agiled
Every Agiled action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Agiled without asking first. 14 actions.
- Get ContactsTool to retrieve a list of all contacts. Use after configuring the API key to fetch contacts with optional pagination or search filters.
- Get CurrenciesTool to list currencies. Use when you need to fetch available currency options after authentication.
- Get DealsTool to retrieve a list of all deals. Use after confirming your API key to list all deals for CRM reporting.
- Get EmployeesTool to retrieve a list of all employees. Use when you need up-to-date employee directory from Agiled.
- Get EstimatesTool to retrieve a list of all estimates. Use after configuring the API key to list estimates for reporting.
- Get ExpensesTool to retrieve a list of all expenses. Use after authenticating with your Agiled API key to fetch all expense records.
- Get InvoicesTool to retrieve a list of all invoices from Agiled. Use after obtaining valid API credentials.
- Get ProductsTool to retrieve a list of all products. Use when you need to display all available offerings.
- Get ProjectsTool to retrieve a list of all projects. Use after obtaining the API token.
- GET_TASKSTool to retrieve a list of all tasks. Use when you need to fetch all tasks across your account after authentication.
- Get TicketsTool to retrieve a list of all tickets. Use after obtaining API token when you need an overview of support or issue tickets.
- Get TimesheetsTool to retrieve timesheets for a project. Use when you have a valid project ID to fetch all its time logs.
Show all 14
- Get UsersTool to retrieve a list of users from Agiled. Use when you need the full user directory for selection or validation.
- Get Project CategoriesTool to retrieve a list of all project categories. Use when you need to fetch category options before creating or filtering projects after authentication.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 4 actions.
- Create ProjectTool 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 wit
- Create TaskTool 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, prior
- Create TicketTool to create a new support ticket in Agiled. Use after gathering all required ticket details (subject, message, priority, user ID).
- Create ExpenseTool to create a new expense in Agiled. Use after gathering expense details and authenticating with your API key.
Changes wait in Needs you
Changes and sends in Agiled are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Agiled questions
Can an agent change data in Agiled on its own?
Not by default. Changes and sends in Agiled are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Agiled?
This connector lists 14 read actions. Reads run at once, without waiting for approval.
How does Agiled connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.