Agile CRM
for LuumenAI
Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform.
Operate Agile CRM from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Agile CRM toolbox
10 tools: 4 read, 6 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet Contact or CompanyGet one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.
- ReadGet DealGet one deal by its numeric Agile CRM ID; return null when the deal does not exist.
- ReadList ContactsReturn one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.
- ReadList DealsReturn one creation-ordered page of deals, with a cursor for the next page when more deals exist.
- WriteCreate Contact or CompanyCreate a person contact with optional tags and scoring, or a company, with common and tenant custom properties. Approval by default
- WriteCreate DealCreate a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline. Approval by default
- WriteDelete Contact or CompanyPermanently delete one person contact or company by numeric ID. Approval by default
- WriteDelete DealPermanently delete one deal by its numeric Agile CRM ID. Approval by default
- WriteUpdate Contact or CompanyAdd or replace selected properties on one person contact or company without replacing properties that are not included. Approval by default
- WriteUpdate DealPartially update selected fields of an existing deal without replacing fields that are not supplied. Approval by default
Questions
Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — create contact or company, create deal, delete contact or company, delete deal, and more — is shown as a plan and requires approval by default, including the 2 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to Agile CRM — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put Agile CRM to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.