How to Connect Agiled to Claude (and What It Can't Do)
Search GitHub for an Agiled MCP server and you’ll come up empty. As of mid-2026 no one in the open-source community has published one, Agiled hasn’t shipped one, and there’s no Agiled app in Anthropic’s connector directory. That’s the honest starting point — and it doesn’t make Claude + Agiled impossible. It means the two workable routes both involve either a hosted platform’s infrastructure or code you write against Agiled’s REST API.
The two routes that exist today
Route one: a hosted toolkit. Composio’s Agiled integration serves roughly 18 Agiled actions over MCP with managed authentication — project creation, task management, expense tracking, CRM record updates, invoice operations. You take Composio’s endpoint and add it to Claude; no code involved.
Route two: build your own. Agiled documents its API at my.agiled.app/developers, authenticated with an API token you generate under Settings → API Settings. Because Agiled bundles CRM, projects, invoicing, proposals, and HR into one product, a single small MCP server gets Claude unusually broad reach over an agency’s whole back office — the kind of coverage that would take four separate connectors anywhere else.
Both routes terminate the same way on Claude’s side: Settings → Connectors → Add custom connector, paste the endpoint, authenticate. Custom connectors are a paid-Claude-plan feature, and everything the connection does happens inside a chat you’re actively running.
Sensible things to ask once it’s wired
Agency operators tend to get the most out of cross-module questions, since that’s Agiled’s strength:
- “Which client invoices are more than 30 days overdue, and what’s the total outstanding?”
- “Summarize open tasks across all retainer projects due this week, grouped by client.”
- “Add a deal for the Buffer rebrand at $18,000 and link it to their existing client record.”
One connector answering billing, project, and pipeline questions in the same breath is genuinely convenient — for the minutes you’re in the chat.
An agency’s week doesn’t wait for a chat session
The rhythm of agency work is event-driven, and Claude’s connectors aren’t. They hold no schedules and register no events; if you’re not mid-conversation, nothing happens. In Agiled terms:
- An invoice ages past due and no reminder drafts itself — the overdue report exists only when you request it.
- A client accepts a proposal, and the project, kickoff tasks, and deposit invoice all wait for a human to open Claude and ask.
- Friday timesheet and billing prep starts from zero every week, prompted by you, or it doesn’t start.
Claude here is a sharp analyst on call, not an operator. The distinction matters most in a tool like Agiled, where the entire pitch is running the agency’s operations in one place.
Running the retainer machine: Carly
For the operator role, there’s Carly — an AI executive assistant whose workflows begin with triggers: proposal accepted, invoice overdue, email received, meeting booked. You state the goal plainly (“when a client accepts a proposal, create the Agiled project, invoice the deposit, and email the kickoff agenda”), Carly interviews you on specifics, then assembles the workflow and runs it in the cloud around the clock. It sends the client email itself via Gmail or Outlook rather than parking a draft, and it threads calendar, tasks, and CRM updates through the same workflow. AI agents start at $35/month, and steps that don’t use AI run free and unlimited. Carly connects to 200+ tools across 40+ categories — the Agiled integration page covers this one.
What each option handles
| Claude (Agiled via Composio or DIY MCP) | Carly | |
|---|---|---|
| Read clients, projects & invoices | Yes | Yes |
| Create tasks or update deals | In the chat, on request | On the trigger |
| Chases an overdue invoice unprompted | No | Yes — and emails the client (Gmail + Outlook) |
| Spins up a project when a proposal lands | No | Yes |
| Server situation | Hosted toolkit or build-your-own | Nothing to run — native |
| Handles Friday billing prep alone | No | Yes (cloud) |
| Price of entry | Paid Claude plan + hosted/DIY server | AI agents from $35/mo |
Frequently Asked Questions
Does Claude integrate with Agiled?
It can, with caveats. There’s no official connector and — as of mid-2026 — no community MCP server either. Your options are Composio’s hosted Agiled toolkit (about 18 actions over MCP) or a custom MCP server against Agiled’s documented REST API. Either one attaches to Claude as a custom connector, which needs a paid Claude plan, and works only inside chats you start.
Is there a community-built Agiled MCP server I can install?
Not that we could find as of mid-2026 — Agiled is niche enough that the open-source scene hasn’t covered it. If you want self-hosted, you’re writing it yourself against my.agiled.app/developers, authenticating with an API token from Settings → API Settings.
What Agiled modules can Claude reach?
Through Composio: projects, tasks, expenses, CRM records, and invoices, per its published tool list. Through a custom server: whatever endpoints you choose to wrap — Agiled’s all-in-one design means one server can span CRM, projects, billing, and proposals.
Can Claude invoice a client or chase overdue payments automatically?
No. It can create or look up invoices while you’re chatting with it, but it can’t act on a due date passing or a proposal being accepted — connectors have no triggers. That trigger-driven layer is what Carly provides, watching events and acting 24/7 in the cloud.
What does the always-on alternative cost?
Carly’s AI agents start at $35/month, and workflow steps that don’t use AI run free and unlimited. Compare that against a paid Claude plan plus a hosted platform subscription or the engineering time to maintain your own server.
More: Claude connectors · Can Claude send emails · Claude vs Carly · Claude Cowork alternatives · Best AI CRM tools · Claude + Apollo · Claude + Keap · Claude + Capsule CRM
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See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."
