pm-agilecrm

name	pm-agilecrm
description	AgileCRM connector knowledge and safe action guide.

pm-agilecrm

Purpose

Reads AgileCRM contacts, deals, tasks, milestone pipelines, campaigns, and support tickets, and writes contact/deal/task create, update, and delete actions, through the AgileCRM REST API.

Icon

• asset: icons/pm-sample.svg
• source: polymetrics
• review_status: polymetrics

Capabilities

• check=true catalog=true read=true write=true query=false
• Integration type: api

Authentication

• Use pm credentials add with --from-env or --value-stdin for secret fields.

Configuration

• domain
• email
• mode
• api_key (secret)

ETL Streams

• contacts:
  • primary key: id
  • cursor: created_time
  • fields: created_time(), id(), lead_score(), owner_id(), properties(), star_value(), tags(), type(), updated_time()
• deals:
  • primary key: id
  • cursor: created_time
  • fields: close_date(), created_time(), expected_value(), id(), milestone(), name(), owner_id(), pipeline_id(), probability()
• tasks:
  • primary key: id
  • cursor: created_time
  • fields: created_time(), due(), id(), is_complete(), owner_id(), priority_type(), status(), subject(), type()
• milestone:
  • primary key: id
  • fields: id(), milestones(), name(), pipeline_default()
• campaigns:
  • primary key: id
  • cursor: created_time
  • fields: created_time(), creatorName(), domainUserId(), id(), name(), rules(), updated_time()
• tickets_filters:
  • primary key: id
  • cursor: updated_time
  • fields: conditions(), id(), is_default_filter(), name(), owner_id(), updated_time()
• tickets:
  • primary key: id
  • cursor: last_updated_time
  • fields: contactID(), created_time(), filter_id(), id(), is_favorite(), is_spam(), last_updated_time(), priority(), requester_email(), requester_name(), source(), status(), subject(), type()

Sync Modes

• ETL sync modes: full_refresh_append, full_refresh_overwrite, full_refresh_overwrite_deduped

Reverse ETL Actions

• create_contact:
  • endpoint: POST /contacts
  • risk: external mutation; creates a live AgileCRM contact/company; approval required
• update_contact:
  • endpoint: PUT /contacts/edit-properties
  • risk: external mutation; overwrites live AgileCRM contact property fields; approval required
• delete_contact:
  • endpoint: DELETE /contacts/{{ record.id }}
  • required fields: id
  • risk: external mutation; irreversibly deletes a live AgileCRM contact; approval required
• create_deal:
  • endpoint: POST /opportunity
  • risk: external mutation; creates a live AgileCRM deal; approval required
• update_deal:
  • endpoint: PUT /opportunity/partial-update
  • risk: external mutation; overwrites live AgileCRM deal fields; approval required
• delete_deal:
  • endpoint: DELETE /opportunity/{{ record.id }}
  • required fields: id
  • risk: external mutation; irreversibly deletes a live AgileCRM deal; approval required
• create_task:
  • endpoint: POST /tasks
  • risk: external mutation; creates a live AgileCRM task; approval required
• update_task:
  • endpoint: PUT /tasks/partial-update
  • risk: external mutation; overwrites live AgileCRM task fields; approval required
• delete_task:
  • endpoint: DELETE /tasks/{{ record.id }}
  • required fields: id
  • risk: external mutation; irreversibly deletes a live AgileCRM task; approval required

Security

• read risk: external AgileCRM API read of contacts, deals, tasks, pipeline, campaign, and ticket data
• write risk: external mutation of live AgileCRM contacts, deals, and tasks including irreversible deletes; approval required for every write action
• Never pass secret values in chat, shell arguments, logs, docs, or JSON output.

Commands

Inspect as a manual

pm connectors inspect agilecrm

Inspect as structured JSON

pm connectors inspect agilecrm --json

Agent Rules

• Run pm connectors inspect agilecrm before creating credentials or plans.
• Use --json only when the caller needs structured output; use the manual for human-readable guidance.
• Never ask the user to paste secret values into chat.
• For reverse ETL writes, create a plan, show the preview, wait for explicit approval, then run with the approval token.