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AgileCRM is a customer relationship management platform that helps businesses manage sales, marketing, and service automation. Use it to track leads, engage customers, and improve service delivery.
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Domain knowledge for AgileCRM — workflow patterns, data models, and gotchas for your AI agent.
AgileCRM is a CRM with sales, marketing, and support. Contacts and companies are core; deals use milestones; tickets handle support.
Agilecrm
Agilecrm Fetch Documents
agilecrm_fetch_documentsFetch all documents related to a specific contact from AgileCRM. Use this when you need to review or update documents linked to a particular client. Requires 'contact_id' path parameter and returns document names, types, and links.
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Browse all tools[
{
"name": "agilecrm_fetch_documents",
"title": "Agilecrm Fetch Documents",
"description": "Fetch all documents related to a specific contact from AgileCRM. Use this when you need to review or update documents linked to a particular client. Requires 'contact_id' path parameter and returns document names, types, and links."
},
{
"name": "agilecrm_list_campaigns",
"title": "Agilecrm List Campaigns",
"description": "Get a list of marketing campaigns set up in AgileCRM. Perfect for analyzing past performance or planning new initiatives. Returns campaign details such as names, schedules, and objectives."
},
{
"name": "agilecrm_list_companies",
"title": "Agilecrm List Companies",
"description": "Fetch a list of all companies stored in your AgileCRM system. Ideal for managing business relationships, marketing strategies, or sales outreach. Returns company details such as names, industry, and contact information."
},
{
"name": "agilecrm_list_contacts",
"title": "Agilecrm List Contacts",
"description": "Retrieve a full list of all contacts stored in your AgileCRM account. Use this when you need a full contact list for marketing campaigns or customer follow-ups. Returns detailed information about each contact including names, emails, and phone numbers."
},
{
"name": "agilecrm_list_deals",
"title": "Agilecrm List Deals",
"description": "Access a list of all sales deals being tracked in AgileCRM. Use this to monitor current opportunities and sales progress. Returns data on deals including status, value, and associated contacts."
},
{
"name": "agilecrm_list_events",
"title": "Agilecrm List Events",
"description": "View all events scheduled in AgileCRM to stay informed about meetings and deadlines. Ideal for planning and prioritizing daily activities. Returns event details like title, date, and participants."
},
{
"name": "agilecrm_list_milestone",
"title": "Agilecrm List Milestone",
"description": "List all project milestones in AgileCRM to track progress and maintain project timelines. Essential for project managers and teams working towards deadlines. Returns milestone data including descriptions, due dates, and related tasks."
},
{
"name": "agilecrm_list_notes",
"title": "Agilecrm List Notes",
"description": "List all notes attached to a specific contact. This is useful for reviewing contact details and history before reaching out. Requires 'contact_id' path parameter and returns notes content, creation date, and author information."
},
{
"name": "agilecrm_list_tasks",
"title": "Agilecrm List Tasks",
"description": "Retrieve a list of all tasks in AgileCRM. Use when managing your to-do items or planning team priorities. Returns task details including status, due date, and assigned contacts."
},
{
"name": "agilecrm_list_ticket_filters",
"title": "Agilecrm List Ticket Filters",
"description": "Access all available ticket filters within your AgileCRM system. Useful for organizing and managing customer service queries efficiently. Returns filter details including names and criteria for categorizing tickets."
},
{
"name": "agilecrm_list_tickets",
"title": "Agilecrm List Tickets",
"description": "Retrieve a filtered list of customer service tickets from AgileCRM. Use it when you need to view tickets that match specific criteria, like priority or status. Returns detailed ticket information, including ticket IDs, descriptions, and statuses. Use the 'filter_id' parameter to define the filter conditions."
}
]AgileCRM is a customer relationship management platform that helps businesses manage sales, marketing, and service automation. Use it to track leads, engage customers, and improve service delivery. It provides 11 tools that AI agents can use through the Model Context Protocol (MCP).
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AgileCRM provides 11 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
AgileCRM uses API Key. AgileCRM requires credentials. Connect via MCPBundles and authentication is handled automatically.
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