Agiled

Prepare or create a CRM account, using confirmed=false for review requests.

create_account

Prepare or create a CRM contact, using confirmed=false for review requests.

create_contact

Prepare or create a CRM deal after resolving the pipeline, using confirmed=false for review requests.

create_deal

Prepare or create a document, contract, or proposal.

create_document

Create a draft estimate for the user to review. It is never sent; the user sends it from Agiled using the returned review_url.

create_estimate_draft

Create a draft invoice for the user to review. It is never sent or marked paid; the user sends it from Agiled using the returned review_url.

create_invoice_draft

Prepare or create a scheduling event type.

create_event_type

Create a share link for a file or folder.

create_file_share

Prepare or create an HRM leave request.

create_leave_request

Prepare or create an HRM member profile.

create_employee

Prepare or create a product or service, using confirmed=false for review requests.

create_product

Create a project for explicit project creation requests.

create_project

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 to a CRM ticket. The ticket's contact is emailed that it was updated.

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

Find accessible records across CRM, docs, scheduling, HRM, finance, projects, tasks, files and time tracking for the composer.

search_agiled_mentions

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

Renew an active Agiled app session without reloading its editor. Requires full app access.

refresh_agiled_session

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

Ask the user for task details in a native form. Returns a validated draft without creating a record. After reviewing it, use create_task only when the user asks to save it.

prepare_task

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

workspace_quick_search

Read submitted answers after a form_submission.received event. Pass the event payload's record_id as id. Checks current form permissions and workspace access.

get_form_submission

Record a payment against an invoice only through confirmation.

record_invoice_payment

Reject a pending leave request only through an approval flow.

reject_leave_request

Reschedule a scheduling appointment only through an approval flow.

reschedule_appointment

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 Agiled extension settings

agiled_settings_update

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