Connect Kommo to AI agents

Connect Kommo 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.

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Supported Tools

Tools24Triggers4

get_contact

Get Contact

Retrieve a single contact by its ID. Returns full contact details including name, linked leads, tags, and custom fields.

update_contact

Update Contact

Update an existing contact. Change name, responsible user, tags, or custom field values (phone, email, etc.).

add_note

Add Note

Add a note to a lead, contact, or company. Supports various note types including plain text, call records, SMS, service messages, and geolocation.

create_contact

Create Contact

Create a new contact in Kommo. Set the contact name, assign a responsible user, add tags, set custom field values (e.g., phone, email), and optionally link to a company.

list_contacts

List Contacts

Search and list contacts in Kommo. Supports filtering by search query, responsible user, and contact IDs. Returns contacts with their linked leads, tags, and custom fields.

create_task

Create Task

Create a new task in Kommo. Tasks can be linked to leads, contacts, or companies. Set the task description, deadline, type (follow-up or meeting), duration, and responsible user.

get_company

Get Company

Retrieve a single company by its ID. Returns full company details including name, linked contacts, tags, and custom fields.

list_notes

List Notes

List notes attached to a lead, contact, or company. Returns notes with their type, content, and metadata.

list_custom_fields

List Custom Fields

List custom fields for leads, contacts, or companies. Returns field definitions including type, available options for select fields, and field IDs needed for setting custom field values on entities.

list_pipelines

List Pipelines

List all sales pipelines and their stages. Each pipeline contains ordered stages that represent steps in the sales process. Use this to discover available pipelines and stage IDs for creating or moving leads.

update_lead

Update Lead

Update an existing lead. Change its name, price, pipeline stage, responsible user, tags, custom fields, or loss reason. Use this to move leads between pipeline stages or mark them as won/lost.

list_leads

List Leads

Search and list sales leads in Kommo. Supports filtering by search query, pipeline, responsible user, and lead IDs. Returns leads with their pipeline stage, price, tags, and custom fields.

manage_tags

Manage Tags

List existing tags or create new tags for leads, contacts, or companies. Tags are entity-type specific. Use **action** "list" to see all tags, or "create" to add new ones.

get_lead

Get Lead

Retrieve a single lead by its ID. Returns full lead details including pipeline stage, price, contacts, tags, custom fields, and loss reason.

list_companies

List Companies

Search and list companies in Kommo. Supports filtering by search query, responsible user, and company IDs. Returns companies with tags and custom fields.

get_account

Get Account

Get Kommo account information including account name, subdomain, current user, currency, and configured task types and user groups.

create_company

Create Company

Create a new company in Kommo. Set the company name, assign a responsible user, add tags, and set custom field values.

create_lead

Create Lead

Create a new sales lead in Kommo. Optionally link it to a pipeline/stage, assign a responsible user, set a price, add tags, and set custom field values. Can also create associated contacts and companies in a single operation using the complex mode.

list_users

List Users

List account users or get a specific user by ID. Returns user details including name, email, role, and admin status. Use this to find user IDs for assigning leads, contacts, or tasks.

update_task

Update Task

Update an existing task. Change its text, deadline, responsible user, or mark it as completed with an optional result message.

manage_entity_links

Manage Entity Links

List, create, or remove links between entities. Link leads to contacts, contacts to companies, leads to catalog items, etc. Use **action** "list" to see existing links, "link" to create new links, or "unlink" to remove them.

list_tasks

List Tasks

Search and list tasks in Kommo. Filter by completion status, responsible user, linked entity, or task IDs. Returns tasks with their deadlines, linked entities, and completion status.

update_company

Update Company

Update an existing company. Change name, responsible user, tags, or custom field values.

list_events

List Events

List events (audit log) from the Kommo account. Filter by entity type, entity ID, event types, or time range. Tracks all changes across leads, contacts, companies, and more.

More integrations teams use with Kommo

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.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

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.

Technical notes for Kommo

Manage sales leads, contacts, companies, and pipelines in a messenger-based CRM. Create, read, update, and delete leads with pipeline stage tracking, loss reasons, and duplicate control. Manage contacts and companies with custom fields, tags, and entity linking. Create and organize sales pipelines with customizable stages. Handle tasks with deadlines and assignments linked to CRM entities. Send and receive messages through connected chat channels (WhatsApp, Telegram, etc.), manage conversation history, and track delivery status. Process incoming/unsorted leads from web forms and other sources — accept, decline, or link them. Upload and attach files to entities. Manage users, roles, and permissions. Create message templates including WhatsApp templates. Launch and control Salesbot automations for automated chat responses. Add AI knowledge sources and import products for AI features. Log calls and handle VoIP notifications. Subscribe to webhooks for real-time notifications on lead, contact, company, task, customer, and conversation events.

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Frequently asked questions

Common questions about connecting Kommo to AI agents with Metorial.

  1. Can Metorial connect Kommo to AI agents?
    Yes. Metorial connects AI agents to Kommo 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.