Agile CRM MCP tools

Agile CRM has 11 operations on the Cotlet MCP server, in agile_crm_read and agile_crm_write. Your agent picks one in `operation`; the tool carries each operation's input schema. Open an operation for its schema and an example call.

MCP server
https://cotlet.dev/mcp/v1
MCP tools
agile_crm_read, agile_crm_write
Connects with
Your own Agile CRM user; what a call can do follows your role in the account
Integration page
Agile CRM

Read (6)

Return data and change nothing in the account.

Agile CRM Endpoints: Read
OperationDescription
list_contacts Lists contacts or companies, filtered by search text, tag or owner.
get_contact Reads one contact with its properties, tags, notes, tasks and deals.
list_deals Lists deals of a track, grouped by milestone, optionally for one milestone or owner.
list_tasks Lists tasks, filtered by type, owner or pending status.
list_campaigns Lists the campaigns (workflows) of the account with their names and ids.
get_campaign_report Reads the numbers of one campaign: opens, clicks, bounces, unsubscribes and spam complaints.

Write (5)

Change the account. Calls marked Confirm wait for the user to approve them.

Agile CRM Endpoints: Write
OperationDescription
add_contact_tags Adds tags to one or more contacts.
add_note Adds a note to a contact.
create_task Creates a task for a contact with a type, due date and owner.
move_deal Moves a deal to another milestone of its track.
add_contacts_to_campaign Confirm Adds a list of contacts to a campaign, like Bulk Actions > Add to Campaign.

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