manage_tasks
Manage Tasks
Create, update, or delete Task records in EspoCRM. Tasks represent to-do items and can be linked to contacts, accounts, leads, and other entities.
Ask your agent in plain language. Each of these maps to a real tool on the server.
manage_tasks
Create, update, or delete Task records in EspoCRM. Tasks represent to-do items and can be linked to contacts, accounts, leads, and other entities.
convert_lead
Convert a Lead into a Contact, Account, and/or Opportunity in EspoCRM. Optionally associate new Contacts and Opportunities with an existing Account. Lead attributes are copied into new records using the instance's conversion settings.
manage_contacts
Create, update, or delete Contact records in EspoCRM. Contacts represent individual people and can be linked to Accounts and other entities.
manage_calls
Create, update, or delete Call records in EspoCRM. Calls log phone interactions and can be associated with contacts, accounts, leads, and other entities.
manage_attachments
Upload, retrieve, or delete file attachments in EspoCRM. Attachments can be associated with records of any entity type. Upload attachments before using them with emails or other records.
list_records
List and filter records of any entity type in EspoCRM. Supports pagination, sorting, field selection, text search, and advanced where-clause filtering. Works with both built-in and custom entity types.
get_record
Retrieve a single record by its ID from any entity type in EspoCRM. Returns the full record with all fields, or a subset of fields if specified. Works with both built-in and custom entity types.
get_current_user
Identify the authenticated EspoCRM user and retrieve their profile and team IDs.
manage_cases
Create, update, or delete Case (support ticket) records in EspoCRM. Cases track customer support issues and can be linked to contacts and accounts.
send_email
Send an email through EspoCRM. The email can be associated with a parent record (Contact, Account, Lead, etc.) and can include attachments by their IDs.
manage_relationships
Link, unlink, or list related records in EspoCRM. Relationships connect entities like Contacts to Accounts, Opportunities to Contacts, etc. Use the link name that corresponds to the relationship (e.g., "contacts" on an Account, "opportunities" on a Contact).
list_stream
Read notes and activity updates from the authenticated user's EspoCRM stream, or from a specific record's stream.
manage_opportunities
Create, update, or delete Opportunity records in EspoCRM. Opportunities represent potential sales deals that are tracked through a configurable pipeline.
manage_record
Create, update, or delete an EspoCRM record of any supported entity type, including custom entities and entities without a dedicated management tool.
manage_meetings
Create, update, or delete Meeting records in EspoCRM. Meetings can be associated with contacts, accounts, leads, and other entities.
manage_leads
Create, update, or delete Lead records in EspoCRM. Leads represent potential customers who have shown interest but have not yet been qualified.
generate_pdf
Generate a downloadable PDF document from a record in EspoCRM using a PDF template. Templates are configured in the EspoCRM admin panel under PDF Templates.
manage_accounts
Create, update, or delete Account records in EspoCRM. Accounts represent organizations or companies that you do business with.
post_stream_note
Post a note to the activity stream of any record in EspoCRM. Stream notes serve as comments or updates visible on the record's detail view.
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, accounts, leads, opportunities, support cases, meetings, calls, and tasks in your EspoCRM instance. Read and manage built-in or custom entity records, convert leads, send emails, link related records, upload and download files, generate PDFs from templates, and read or post to activity streams.
Common questions about connecting Espocrm to AI agents with Metorial.