Connect Instantly to AI agents

Connect Instantly to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

get_lead

Get Lead

Retrieve full details of a specific lead including contact information, engagement metrics, custom variables, and campaign association.

update_campaign

Update Campaign

Update a campaign's settings. Can modify name, schedule, daily limits, tracking options, and other configuration. Also supports launching (activating) or pausing a campaign by setting the desired action.

get_campaign_analytics

Get Campaign Analytics

Retrieve analytics for one or more campaigns, including sends, opens, clicks, replies, bounces, and CRM metrics. Supports overview, daily breakdown, and per-step views.

manage_custom_tags

Manage Custom Tags

List, create, delete custom tags, and assign or unassign tags to campaigns and email accounts. Tags help organize and filter resources in the workspace.

manage_account_campaign_mappings

Manage Account Campaign Mappings

List, create, or remove mappings between email sending accounts and campaigns. These mappings control which accounts send emails for each campaign.

update_lead

Update Lead

Update a lead's information, custom variables, or interest status. Can update contact details and also change the lead's interest status for a specific campaign.

manage_lead_lists

Manage Lead Lists

List, create, update, or delete lead lists. Lead lists organize leads into groups that can be associated with campaigns or used independently.

reply_to_email

Reply to Email

Send a reply to an existing email thread. The reply is sent from the specified sending account to the specified recipient.

list_email_accounts

List Email Accounts

List connected email sending accounts in the workspace. Supports searching, filtering by status and tags, and pagination.

list_campaigns

List Campaigns

List campaigns in the Instantly workspace. Supports searching by name, filtering by status and tags, and cursor-based pagination.

list_emails

List Emails

List sent and received emails from the unified inbox. Filter by campaign, lead, sending account, read/unread status, or search by email address or thread ID.

manage_block_list

Manage Block List

List, add, or remove entries from the email block list. Blocked entries prevent emails from being sent to specific addresses or domains.

verify_email

Verify Email

Verify an email address to check its deliverability before adding it to a campaign. Returns the verification status (valid, invalid, risky, catch_all, pending). If the result is pending, use the same tool with checkOnly to poll for the result.

get_campaign

Get Campaign

Retrieve full details of a specific campaign including its schedule, sequences, settings, and status.

delete_lead

Delete Lead

Permanently delete a lead from the workspace. This action cannot be undone.

get_email_account

Get Email Account

Retrieve full details of a specific email sending account by its email address. Includes warmup settings, tracking domain, status, and sending configuration.

manage_email_account

Manage Email Account

Pause, resume, update settings, or delete a connected email sending account. Supports updating daily limits, sending gaps, and warmup configuration.

list_leads

List Leads

List leads in a campaign or lead list. Supports filtering by interest status and cursor-based pagination.

create_lead

Create Lead

Add a new lead to a campaign or lead list. Supports custom variables for personalization. The lead can be optionally skipped if they already exist in the workspace or campaign.

manage_lead_labels

Manage Lead Labels

List, create, update, or delete lead labels. Labels categorize lead statuses and responses within campaigns (e.g., Interested, Not Interested, Meeting Booked).

move_leads

Move Leads

Transfer leads between campaigns and/or lead lists. Move one or more leads from a source campaign/list to a destination campaign/list.

delete_campaign

Delete Campaign

Permanently delete a campaign. This action cannot be undone.

create_campaign

Create Campaign

Create a new cold email campaign. At minimum, provide a name and schedule. Sequences (email steps) can be added at creation or later.

More integrations teams use with Instantly

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Instantly

Manage cold email outreach campaigns at scale. Create, launch, pause, and monitor email campaigns with A/Z testing and automated follow-up sequences. Add, update, and organize leads into lists with custom labels and tags. Connect and manage sending email accounts (Google Workspace, Microsoft, SMTP/IMAP) with inbox rotation. Verify email addresses to reduce bounces. Run inbox placement tests to check spam and deliverability. Enrich leads using the B2B SuperSearch database for email and LinkedIn lookups. Manage block lists to prevent sending to specific addresses or domains. Retrieve campaign analytics including sends, opens, clicks, replies, and bounces. Manage workspace members and team settings. Subscribe to webhooks for real-time events on email sends, opens, clicks, replies, bounces, lead status changes, meeting bookings, campaign completions, and account errors.

Connect Instantly to production AI agents

See how Metorial gives Instantly access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Instantly to AI agents with Metorial.

  1. Can Metorial connect Instantly to AI agents?
    Yes. Metorial connects AI agents to Instantly through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.