Agiled API

Name: Agiled API API
Brand: Agiled API
Availability: InStock

★ Only Publicly Available SpecCRMDeal PipelineapiKey47 EndpointsREST

For Agents

Drive a small-business management platform: create invoices, manage CRM contacts and deals, schedule meetings, and attach activities to records.

Quickstart

Get started with Agiled API in minutes using your preferred integration method.

# Add to your MCP client config (Claude Desktop, Cursor, Windsurf)
{
  "jentic": {
    "url": "https://api.jentic.com/mcp",
    "auth": "oauth"
  }
}

# Then ask your agent:
"create an agiled invoice"

# → Jentic returns the GET /events tool with parameter schema, agent executes.

Capabilities

What an agent can do with Agiled API API.

Create and send invoices with line items and reminders via /invoices and /invoices/{id} endpoints

Manage CRM accounts, contacts, and deals through full CRUD endpoints under /accounts, /contacts, /deals

Schedule meetings and event types via /meetings, /events, and /event-types

Attach notes, files, and activities to deals or contacts via /notes, /files, /activities

GET STARTED

Start building with Agiled API API

Explore with Jentic

View OpenAPI Spec

Use for: Create a new invoice for a client and email a payment reminder, List all open deals in the proposal stage of my pipeline, Add a contact to my CRM and link them to an existing account, Schedule a discovery meeting with a contact and create a related event

Not supported: Does not handle payment processing, payroll, or product manufacturing — use for CRM, invoicing, scheduling, and lightweight project tracking inside Agiled only.

Jentic publishes the only available OpenAPI specification for Agiled API, keeping it validated and agent-ready.

Jentic publishes the only available OpenAPI specification for Agiled API, keeping it validated and agent-ready. Agiled is an all-in-one business management platform combining CRM, invoicing, scheduling, project management, and document handling. The 1.0.0 spec exposes 47 endpoints across invoices, accounts, contacts, deals, meetings, events, notes, files, activities, and pipelines. Every endpoint authenticates with an api_token query parameter, making it straightforward to embed in serverless functions or no-code workflows.

Use Cases

Patterns agents use Agiled API API for, with concrete tasks.

★ Invoicing and Payment Reminders

Generate invoices from completed projects or recurring engagements and trigger reminders against unpaid invoices. The agent calls POST /invoices to create the document and PUT /invoices/{id} to dispatch a reminder. Suitable for freelancers and small agencies running their billing through Agiled.

POST /invoices with the line items for project 42, then PUT /invoices/{id} to send a reminder if status is unpaid after 14 days

CRM and Pipeline Management

Maintain a clean book of business by syncing leads from web forms or marketing tools into Agiled accounts and deals. The agent uses POST /accounts and POST /contacts to create records, then POST /deals to attach an opportunity in the right pipeline stage. Useful for solo operators and small teams that consolidate CRM with billing in one platform.

On a new lead form submission, POST /accounts, POST /contacts linked to that account, then POST /deals at stage 'New'

Scheduling and Activity Logging

Coordinate discovery calls and project meetings via POST /meetings while logging activities and notes against the linked deal. The agent ties the meeting outcome back to /activities and /notes so the deal record stays current. Suited for sales-led service businesses where every call should leave a paper trail.

POST /meetings for a 30-minute slot tomorrow with contact 88, then POST /activities with type='call' linked to deal 12

Agent-Driven Back-Office Automation

Run a Jentic-connected agent that watches inbox events or webhook triggers and writes the appropriate Agiled records — invoice, deal, contact, or note — without human routing. The agent searches Jentic for each operation, loads schemas, and chains calls. This replaces hand-coded back-office scripts for solo operators.

When a new contract is signed, create the contact, create the deal at 'Won', generate the first invoice, and post a note linking the artefacts

Key Endpoints

47 endpoints — jentic publishes the only available openapi specification for agiled api, keeping it validated and agent-ready.

METHOD

PATH

DESCRIPTION

POST

/invoices

Create a new invoice

PUT

/invoices/{id}

Send a payment reminder for an invoice

POST

/accounts

Create a CRM account

POST

/contacts

Create a contact

POST

/deals

Create a deal

POST

/meetings

Schedule a meeting

POST

/search

Search across account data

POST

/invoices

Create a new invoice

PUT

/invoices/{id}

Send a payment reminder for an invoice

POST

/accounts

Create a CRM account

POST

/contacts

Create a contact

POST

/deals

Create a deal

POST

/meetings

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Agiled api_token credentials are stored in the Jentic vault and appended as the api_token query parameter at execution time. Agents never see the raw token.

Intent-based discovery

Agents search by intent (e.g. 'create an invoice' or 'add a CRM contact') and Jentic returns the matching Agiled operation with its input schema and tag-grouped resource.

Time to first call

Direct Agiled integration: half a day for query-string auth, pagination quirks, and reminder routing. Through Jentic: under 30 minutes — search, load, execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

HubSpot CRM Contacts

CRM-only platform with deeper marketing and service tooling

Choose HubSpot when the team needs marketing automation and dedicated service modules; Agiled is broader but shallower per module.

Complementary

Stripe API

Payment processing layer for invoices generated in Agiled

Use Stripe when an Agiled invoice needs a payment link or recurring subscription that Agiled itself does not handle.

Complementary

Asana API

Project management layer for delivery work tracked against Agiled deals

Use Asana when delivery teams need richer task and timeline tooling than Agiled's project surface offers.

FAQs

Specific to using Agiled API API through Jentic.

Why is there no official OpenAPI spec for Agiled API?

Agiled does not publish an OpenAPI specification. Jentic generates and maintains this spec so that AI agents and developers can call Agiled API via structured tooling. It is validated against the live API and kept up to date. Get started at https://app.jentic.com/sign-up.

What authentication does the Agiled API use?

Agiled uses an api_token passed as a query parameter on every request (apiTokenQuery scheme). Through Jentic the token sits in the credential vault and is appended at execution; agents never see the raw value.

Can I create an invoice and send a reminder with the Agiled API?

Yes. POST /invoices to create the invoice with its line items, then PUT /invoices/{id} (the reminder route) to dispatch a payment reminder to the client. The two calls are separate so reminders can run on a schedule.

What are the rate limits for the Agiled API?

Agiled does not publish a documented per-second rate limit. The platform throttles abusive bursts at the network layer; agents should retry-with-backoff on 429 responses and serialise high-volume operations across accounts and contacts.

How do I create a deal and attach a contact through Jentic?

Use the Jentic search 'create an agiled deal'. Jentic returns POST /deals; load its schema, supply contact_id and account_id, and execute. The deal is created at the default pipeline stage and linked to the contact in the same call.

Does Agiled expose a global search across CRM data?

Yes. POST /search accepts a search term and returns matching accounts, contacts, deals, and invoices in one response, which is useful when an agent only has a partial reference and needs to disambiguate before acting.