Connection model
Remote MCP over HTTPS
Any MCP-compatible AI client connects to the same Sagely endpoint via tool calling. No browser automation, no copy-paste, no brittle integrations.
AI Agents
Let AI agents work inside your agency.
Connect to Sagely over MCP and give agents access to client context, queues, tickets, and files. Everything stays inside your system of record. Nothing disappears into a chat thread.
What agents can do
AI agents for every part of your agency.
Pick the workflow that matches your biggest bottleneck. More are added as the product grows.
Manage projects with AI agents
Let agents read your queue, create tasks, update statuses, and prepare structured handoffs. Nothing breaks, nothing disappears from the record.
Explore headless project management →
Manage clients with AI agents
Give agents access to client threads, approvals, and history so they can triage, summarise, and route work before a human ever looks at it.
Explore headless client management →
Handle ticket requests with AI agents
Agents monitor incoming requests, triage priority, draft responses, and escalate what needs a human. All from a single, bounded connection.
Explore headless ticketing →
Manage files securely with AI agents
Agents can upload, retrieve, and organise files in Sagely's File Vault. Or push files directly from the command line.
Explore headless File Vault →
How it works
Agency AI automation, built for oversight.
Useful context
Structured reads and writes
Agents run agentic workflows across queue state, client history, approvals, and ownership, writing back tasks, summaries, and handoffs in a predictable, reviewable format.
Human oversight
Audit trail stays in Sagely
Every agent action produces a reviewable record inside your workspace, not buried in a chat thread. Your team can inspect, continue, or override at any step.
Remote MCP configuration
One endpoint. AI agents get full agency context.
Read the right context, take a structured action, and leave the next operator with a record they can actually review.
- Transport
- Remote MCP server
- Auth
- Agency-scoped bearer key
- Surface
- Resources + tools
{
"mcpServers": {
"sagely": {
"url": "https://app.getsagely.co/mcp/",
"headers": {
"Authorization": "Bearer sgly_live_••••"
}
}
}
}What your team can review at any time
- Reads
- Queues, client threads, approvals, and owner metadata.
- Writes
- Structured follow-ups, summaries, and handoffs.
- Review
- A clean record the next operator can inspect and continue.
Newsletter
Get updates on Sagely's AI agent tools
New use cases, MCP updates, and launch notes as the product grows.
Product updates only. Unsubscribe anytime.
Keep exploring
Explore the full product picture.
The broader product story: MCP feature page, handbook definitions, and implementation docs.
Related Sagely AI resources
Related resources.
The pages most people want after this one: the broader feature story, handbook definitions, and product documentation.
Sagely AI-native feature page
The broader product story for Sagely's MCP-ready helpdesk and AI-native workflow layer.
Open resource →
MCP Server handbook entry
Plain-English explanation of what an MCP server is and how agencies can use one.
Open resource →
AI Agent handbook entry
The distinction between chatbots and agents, explained for agency operators.
Open resource →
Agentic AI handbook entry
The multi-step planning loop behind headless and semi-autonomous agent work.
Open resource →
Human-in-the-loop handbook entry
Where review checkpoints should sit in client-facing workflows that involve agents.
Open resource →
Sagely Help Center
Product documentation and implementation guidance from Sagely.
Open resource →
FAQ
Frequently asked questions.
How do AI agents help agencies manage clients?
AI agents connected to Sagely can read client threads, check approval status, and summarise outstanding work across every account. Before your team touches a single task, the agent has already triaged the queue and prepared a structured briefing. Your people make the calls; the agent does the reading.
What agency operations can AI agents automate?
Agents running through Sagely's MCP server handle project queue reads, client communication summaries, ticket routing, file organisation, and handoff notes. The routine work that used to take hours of human attention happens in the background. Your team stays focused on client decisions, not data gathering.
What is Sagely's MCP server for agencies?
Sagely exposes a remote Model Context Protocol (MCP) server at a single HTTPS endpoint. Any MCP-compatible AI client (Claude, Cursor, Codex) connects using an agency-scoped bearer key and gains structured read and write access to your projects, clients, tickets, and files. Agents call specific tools rather than browsing a UI.
What does headless agency operations mean?
Headless agency operations means AI agents handle routine work (triage, summaries, handoffs, file organisation) directly through a structured API surface, without a human navigating a UI to do it. Sagely's MCP server is that structured surface; the agent is the operator.
Which AI clients can connect to Sagely?
Sagely exposes a remote Model Context Protocol (MCP) server over HTTPS. Any MCP-compatible client (Claude, Cursor, Codex, or your own tooling) can connect using a bearer key.
What can an AI agent do inside Sagely?
Agents can read queue state, client threads, approvals, and operational metadata. They can write back structured actions (tasks, summaries, and handoffs) that your team can review and action.
Is this safe for client-facing agency work?
Yes. Sagely uses agency-scoped authentication and a bounded set of available actions. Agents can only access what the key permits, and every write-back is logged so nothing disappears into a transient chat session.
Do I need to be a developer to use Sagely with AI agents?
No. The MCP connection is a single URL and a bearer key. If your AI client supports remote MCP (Claude, Cursor, and most modern tools do), you are a one-minute config away from a live connection.
How does this differ from giving an agent browser control?
Browser automation is fragile and unpredictable. Sagely's MCP surface gives agents exactly the context and actions the workflow needs. No improvising, no clicking around, no risk of errors from outdated page state.
Get started
Ready to connect your agents to Sagely?
Start a free trial, add the MCP server to your AI client, and let your agents run the work your team was doing manually.