Connect Agiled to Your AI Agent

Ask AI to combine project status and task deadlines into a brief, or create tasks from a plan with explicit owners and dates.

15 tools API key

Try a Agiled Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Agiled

Prepare a Project Status Brief

Combine a project’s status with its matching tasks and deadlines.

/oo Agiled: Read Agiled project [project ID] and its matching tasks. Summarize status, completion, upcoming deadlines, and tasks missing due dates.

Create Tasks from a Plan

Turn supplied action items into project tasks with specified assignees and dates.

/oo Agiled: For Agiled project [project ID], create these tasks [headings and descriptions], assigned to [user ID], starting [date] and due [date], with priority [priority]. Use our account date format [format].

Prepare a Contact Brief

Find a CRM contact and summarize profile notes for a client conversation.

/oo Agiled: Find Agiled contact [name or email], read its details, and summarize contact information, notes, and follow-up dates. Include its ID.

Start Working with Agiled

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect Agiled

    Connect your Agiled API token and account URL.

    Connect Agiled →
  3. Give Your Agent a Task

    Use /oo with the pages to read, the changes to make, and where to save the result.

    Connection Guide →

Choose Your Agent

  • Your Agiled workspace URL and a token with access to its records.
  • Use your company’s configured date format when creating or changing dates. Task creation needs an assigned user and priority.

Agiled Tools

The connection reads and maintains Agiled CRM contacts, projects, and tasks. It can organize the records you already keep and apply specified updates.

CRM Contact Records

Read and maintain contact profiles, notes, and follow-up information.

Project Records

Read project status and dates or create and update project records.

Task Records

Read task details and create or update assigned tasks with dates and priorities.

15 tools

List Contacts

List Agiled CRM contacts.

agiled.list_contacts

Get Contact

Get one Agiled CRM contact by ID.

agiled.get_contact

Create Contact

Create an Agiled CRM contact.

agiled.create_contact

Update Contact

Update an Agiled CRM contact.

agiled.update_contact

Delete Contact

Delete an Agiled CRM contact.

agiled.delete_contact

List Projects

List Agiled projects.

agiled.list_projects

Get Project

Get one Agiled project by ID.

agiled.get_project

Create Project

Create an Agiled project.

agiled.create_project

Update Project

Update an Agiled project.

agiled.update_project

Delete Project

Delete an Agiled project.

agiled.delete_project

List Tasks

List Agiled tasks.

agiled.list_tasks

Get Task

Get one Agiled task by ID.

agiled.get_task

Create Task

Create an Agiled task.

agiled.create_task

Update Task

Update an Agiled task.

agiled.update_task

Delete Task

Delete an Agiled task.

agiled.delete_task

Frequently Asked Questions

Can AI summarize a project’s tasks?

Yes. It can read the project and select matching tasks from the task list. Ask for due dates, assignees, or completion details and include the project ID.

What is needed to create a task?

Provide a heading, start date, due date, assigned user ID, and priority. Include a project ID when the task belongs to a project. Dates follow your company’s configured format.

Can I review contact details without changing them?

Yes. Listing and reading contacts does not change them. Request a separate update with the exact fields if a correction is needed.

Connect Agiled

About Agiled ↗