Use Agiled from Claude
Add the Agiled connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorAgiled
Agiled integration for Claude and Codex
Create a Agiled connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Agiled from Codex
Add the Agiled connection to a Space that runs Codex, then use it from every channel in that Space.
Use Agiled from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Agiled connector can do
Agiled combines CRM, project management, invoicing, and support tooling into one business platform. With an Agiled connection in type.com, an operations Space can ask Claude to start a new project, assign a task, log an expense, or open a support ticket, so day-to-day admin work happens without switching to a separate app.
One connection, many Spaces
Connect Agiled once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Agiled in type.com
Kick off a new client project
Set up a project with its name, start date, and status so the team can begin assigning tasks right away.
Create a new Agiled project named Brand Refresh with a start date of next Monday and status in progress.
Log an expense right after it happens
Record an expense with its details as soon as it's incurred instead of saving receipts for a later batch entry.
Create an expense in Agiled for the $340 design software renewal we just paid.
Open a support ticket from a client message
Turn a client's issue into a tracked ticket with the right priority so nothing falls through the cracks.
Create an Agiled support ticket for this client's billing question, priority high, assigned to the finance team.
Representative actions
- Create Expense
Logs a new expense record in Agiled with its relevant details.
- Create Project
Sets up a new project in Agiled with details like name, start date, and status.
- Create Task
Adds a new task to a project board, with an assignee, priority, and due date.
- Create Ticket
Opens a new support ticket with a subject, message, priority, and assigned user.
- Get Contacts
Retrieves the list of contacts stored in Agiled, with optional search and pagination.
Connection
API and auth details
Agiled provides API and webhook support for its all-in-one business management platform, including CRM, contacts, deals, projects, invoices, estimates, expenses, contracts, proposals, tasks, scheduling, client portals, files, HRM, automation, and shared business workspace workflows.
- Source
- type.com catalog metadata
- Auth schemes
- API key
- API reference
- https://my.agiled.app/developers
- Official site
- https://agiled.app/
FAQ
Questions people ask before connecting Agiled
Can Claude manage projects and tickets in Agiled?
Yes. With an Agiled connection shared to your Space, ask Claude in a thread to create projects, tasks, expenses, or tickets, and the whole team sees the result.
How does type.com authenticate with Agiled?
Agiled uses an API key. An admin adds it once when configuring the connection and decides which Spaces are able to use it.
Can type.com open support tickets automatically?
The agent can create a ticket whenever you ask it to in a thread. For requests that repeat on a pattern, such as a weekly expense log reminder, set that up as a type.com automation.
Is this the same as a Agiled MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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Connect Leverly to Claude in type.com to trigger calls and manage lead reattempts from a shared sales thread.