list_companies
List Companies
List companies in CentralStationCRM with pagination. Optionally search by name or include related data.
Ask your agent in plain language. Each of these maps to a real tool on the server.
list_companies
List companies in CentralStationCRM with pagination. Optionally search by name or include related data.
manage_milestones
Add, update, or remove milestones and life events (birthdays, anniversaries, etc.) for a person in CentralStationCRM. These events support personalized outreach and relationship building.
list_tasks
List tasks in CentralStationCRM with pagination. Returns upcoming and existing tasks across all contacts, deals, and projects.
create_note
Create a new note in CentralStationCRM. Notes can be attached to a person, company, deal, or project to record communication history and important information.
update_task
Update an existing task in CentralStationCRM. Modify the subject, due date, completion status, or assigned user.
create_task
Create a new task in CentralStationCRM. Tasks can be assigned to a user and optionally linked to a person, company, deal, or project.
delete_task
Permanently delete a task from CentralStationCRM by its ID. This action cannot be undone.
list_deals
List deals (sales opportunities) in CentralStationCRM with pagination. Optionally include related people, companies, or tags.
list_notes
List CentralStationCRM communication history, including notes and email entries. Optionally filter by a person, company, deal, or project.
delete_company
Permanently delete a company from CentralStationCRM by its ID. This action cannot be undone.
list_people
List people (contacts) in CentralStationCRM with pagination. Optionally search by query or include related data like companies and tags.
create_deal
Create a new deal (sales opportunity) in CentralStationCRM. Set the deal name, value, billing type, target date, and current state to track expected income and sales progress.
list_users
List CentralStationCRM account users to discover IDs for assigning tasks and CRM records.
update_company
Update an existing company's details in CentralStationCRM. Modify the name, background information, or responsible user.
delete_deal
Permanently delete a deal from CentralStationCRM by its ID. This action cannot be undone.
delete_person
Permanently delete a person (contact) from CentralStationCRM by their ID. This action cannot be undone.
manage_contact_details
Add, update, or remove contact details (phone numbers, emails, websites, social media) for a person in CentralStationCRM. Use this to enrich a person's profile with communication channels.
update_deal
Update an existing deal in CentralStationCRM. Modify the name, value, target date, state, or responsible user.
get_stats
Retrieve statistics from CentralStationCRM including counts and sums for various CRM objects such as people, companies, deals, and more.
get_current_user
Retrieve the authenticated CentralStationCRM user, current account, and accessible account names.
manage_tags
Add or remove tags on people, companies, or deals in CentralStationCRM. Tags help categorize and filter records by criteria like industry, area, or channel.
list_projects
List projects in CentralStationCRM with pagination.
create_person
Create a new person (contact) in CentralStationCRM. Optionally assign the person to a responsible user and set profile details like gender, title, and background information.
create_company
Create a new company (organization) in CentralStationCRM. Optionally assign a responsible user and set background information.
manage_addresses
Add, update, or remove postal addresses for a person in CentralStationCRM. Each person can have multiple addresses (e.g., work, home).
get_person
Retrieve a person's full profile from CentralStationCRM by their ID. Use the **includes** parameter to also fetch related companies, tags, contact details, and more in a single request.
get_company
Retrieve a company's full profile from CentralStationCRM by its ID. Use **includes** to fetch related people, tags, and other nested data.
create_project
Create a new project in CentralStationCRM. Projects are typically created after winning a deal and serve to organize post-sale work and ongoing engagements.
update_project
Update an existing project in CentralStationCRM. Modify the name, description, or responsible user.
link_contacts
Link or unlink people, companies, and deals in CentralStationCRM. Create associations between a person and a company, or between a deal and people/companies.
get_deal
Retrieve a deal's full details from CentralStationCRM by its ID. Use **includes** to fetch associated people, companies, and tags.
update_person
Update an existing person's details in CentralStationCRM. You can modify any combination of fields including name, title, gender, background, and the responsible user.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
Manage contacts, deals, and sales pipelines in CentralStationCRM. Create, read, update, and delete people and company records with addresses, contact details, and avatars. Track deals with volume, probability, and due dates. Manage tasks assigned to users and linked to contacts, deals, or projects. Store and retrieve notes, emails, and communication history on contact records. Tag and filter people, companies, and deals by custom keywords. Convert won deals into projects with task lists. Record milestones and life events for personalized outreach. Retrieve CRM statistics including deal counts and value sums. Configure webhooks to monitor creation, update, and deletion of CRM objects.
Common questions about connecting Centralstationcrm to AI agents with Metorial.