Be the first to get access to new connectors. Get early access →
ConnectorBay Early access

Agile CRM (BYOK) — connector documentation

  • MCP endpoint: https://byok-agile-crm.connectorbay.com/mcp
  • REST API: POST https://byok-agile-crm.connectorbay.com/v1/tools/{tool_name}, described by the OpenAPI 3.1 spec at https://byok-agile-crm.connectorbay.com/openapi.json
  • Transport: Streamable HTTP, stateless, MCP specification 2025-06-18 or later
  • Authentication: your own Agile CRM the email address of your Agile CRM user (the API username), sent in the X-Upstream-Key header and the REST API key in X-Upstream-Key-2 of every request (never stored, logged or cached)
  • Health: https://byok-agile-crm.connectorbay.com/health · Tool schemas: https://byok-agile-crm.connectorbay.com/tools.json
  • Publisher: Unify Dynamics LLC · connectorbay.com/byok-agile-crm · agent@connectorbay.com

What Agile CRM (BYOK) is for

Agile CRM (BYOK) lets an AI assistant read your own Agile CRM data through the Agile CRM API with a key you supply (the email address of your Agile CRM user (the API username)). Read-only: 11 tools (list_contacts, get_contact, search_contacts_or_companies, find_contact_by_email, list_contact_notes, list_deals, get_deal, list_deals_by_track, list_tracks, list_tasks, list_events). The BYOK key travels with each request, is used for that one call only and is never stored, logged or cached; it is only ever sent to *.agilecrm.com. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Agile CRM. Agile CRM and its logos are trademarks of their owners and are used only to say which service the connector works with.

Ask your assistant things like:

  • "Show the most recent contacts in my Agile CRM"
  • "Show Agile CRM contact 5629585249009664"
  • "Search Agile CRM for contacts matching 'acme'"
  • "Which Agile CRM contact has the email jane@example.com?"
  • "What notes are on Agile CRM contact 5629585249009664?"
  • "List my Agile CRM deals"

What it does

  • list_contacts: List contacts (people) in creation order with tags, lead score, star rating, owner and the full properties list (name, email, phone, custom fields). Cursor-paged: the last record carries the cursor for the next page.
  • get_contact: Get one contact or company by ID with tags, lead score, star rating, owner and the full properties list.
  • search_contacts_or_companies: Search contacts or companies by a keyword matched against default and searchable custom fields. All three parameters are required.
  • find_contact_by_email: Look up the contact that has an exact email address (case-sensitive).
  • list_contact_notes: List the notes attached to one contact with subject, text and creation time.
  • list_deals: List deals in creation order with value, milestone, probability, close date and owner. Cursor-paged.
  • get_deal: Get one deal by ID with value, milestone, probability, close date and owner.
  • list_deals_by_track: List deals of one track (pipeline). Use pipeline_id 0 for the default track or 1 for all tracks. Cursor-paged.
  • list_tracks: List deal tracks (pipelines) with their ID, name and comma-separated milestones.
  • list_tasks: List tasks filtered by criteria (category, status or priority) and whether they are pending, with subject, due date and owner. Cursor-paged.
  • list_events: List calendar events between two times (epoch seconds) with title, start, end, all-day flag and color.

BYOK key

You bring your own Agile CRM the email address of your Agile CRM user (the API username) (https://github.com/agilecrm/rest-api#api-key). Your assistant sends it in the X-Upstream-Key header with each request. ConnectorBay uses it for that one call only: it is never stored, logged or cached, never shown in an answer, and it is only sent to *.agilecrm.com over https, with no redirects followed. Create a key with the fewest permissions the tools need (read-only if the provider offers it), and revoke it at the provider whenever you like.

Data sources

Live from the Agile CRM API (*.agilecrm.com) with a BYOK key; documentation: https://github.com/agilecrm/rest-api. Endpoints checked against that documentation on 2026-10-16.

What it is not

Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Agile CRM. Agile CRM and its logos are trademarks of their owners and are used only to say which service the connector works with. It is read-only: it never creates, changes, sends or deletes anything in your Agile CRM account.

Built for: Worldwide. Languages: English.