Agiled

Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.

18 actions Integration catalog
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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Create ExpenseAGILED_CREATE_EXPENSE
Tool to create a new expense in Agiled. Use after gathering expense details and authenticating with your API key.
Create ProjectAGILED_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 2023-09-01 and status in progress."
Create TaskAGILED_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 date 2025-11-05."
Create TicketAGILED_CREATE_TICKET
Tool to create a new support ticket in Agiled. Use after gathering all required ticket details (subject, message, priority, user ID).
Get ContactsAGILED_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 CurrenciesAGILED_GET_CURRENCIES
Tool to list currencies. Use when you need to fetch available currency options after authentication.
Get DealsAGILED_GET_DEALS
Tool to retrieve a list of all deals. Use after confirming your API key to list all deals for CRM reporting.
Get EmployeesAGILED_GET_EMPLOYEES
Tool to retrieve a list of all employees. Use when you need up-to-date employee directory from Agiled.
Get EstimatesAGILED_GET_ESTIMATES
Tool to retrieve a list of all estimates. Use after configuring the API key to list estimates for reporting.
Get ExpensesAGILED_GET_EXPENSES
Tool to retrieve a list of all expenses. Use after authenticating with your Agiled API key to fetch all expense records.
Get InvoicesAGILED_GET_INVOICES
Tool to retrieve a list of all invoices from Agiled. Use after obtaining valid API credentials.
Get ProductsAGILED_GET_PRODUCTS
Tool to retrieve a list of all products. Use when you need to display all available offerings.
Get Project CategoriesAGILED_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 ProjectsAGILED_GET_PROJECTS
Tool to retrieve a list of all projects. Use after obtaining the API token.
GET_TASKSAGILED_GET_TASKS
Tool to retrieve a list of all tasks. Use when you need to fetch all tasks across your account after authentication.
Get TicketsAGILED_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 TimesheetsAGILED_GET_TIMESHEETS
Tool to retrieve timesheets for a project. Use when you have a valid project ID to fetch all its time logs.
Get UsersAGILED_GET_USERS
Tool to retrieve a list of users from Agiled. Use when you need the full user directory for selection or validation.