create_email_campaign
Create Email Campaign
Creates a new email campaign draft in Mailsoftly. Provide a subject line and either a contact list ID or a list of recipients. Optionally include email body content and attachments.
Supported Tools
manage_contact_list_members
Manage Contact List Members
Add contacts to a contact list or retrieve all contacts in a list. - Provide **contactListId** alone to retrieve all contacts in that list. - Provide **contactId** to add a single existing contact to the list. - Provide **contacts** array to add one or more contacts in bulk (contacts will be created if they don't exist).
add_custom_field_to_contact
Add Custom Field to Contact
Adds a custom field with a value to an existing contact. Custom fields store information beyond the standard contact fields (first name, last name, email). Use **Get Contact Fields** to discover available custom fields.
create_or_update_contact
Create or Update Contact
Creates a new contact or updates an existing one in Mailsoftly. Provide an email address along with optional name and custom fields. If a **contactId** is provided, the existing contact will be updated; otherwise, a new contact is created (or matched by email and updated).
get_email_campaigns
Get Email Campaigns
Retrieves a list of all email campaigns for the firm, or checks the status of a specific email draft by its ID. - Omit **emailId** to list all email campaigns. - Provide an **emailId** to fetch the status and readiness of a specific email draft.
manage_contact_lists
Manage Contact Lists
Create, retrieve, or list contact lists in Mailsoftly. Use this to organize contacts into lists for targeting email campaigns. - Omit all optional fields to list all contact lists. - Provide a **contactListId** to get details of a specific list. - Provide a **name** to create a new contact list.
get_contacts
Get Contacts
Retrieves contacts from Mailsoftly. Fetch all contacts for the firm, or fetch a single contact by ID with optional detailed view.
search_contacts
Search Contacts
Searches contacts in Mailsoftly based on field criteria such as email, first name, or last name. Provide one or more field-value pairs to filter contacts.
send_email
Send Email
Sends an existing email draft in Mailsoftly. The email must already be in a "ready" state before it can be sent. Use **Get Email Campaigns** to check draft readiness first.
manage_tags
Manage Tags
Retrieve all tags for the firm or assign tags to a contact. - Omit **contactId** to list all available tags. - Provide **contactId** with a single tag (**tagId** or **tagName**) to assign one tag. - Provide **contactId** with a **tags** array to assign multiple tags at once.
get_contact_fields
Get Contact Fields
Retrieves all available contact fields for the firm, including standard and custom fields. Use this to discover which fields can be used when creating, updating, or searching contacts.
More integrations teams use with Mailsoftly
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 Mailsoftly
Create, manage, and search contacts for email marketing campaigns. Organize contacts into lists, apply tags, and send email campaigns with attachments. Create and manage contact lists, add contacts individually or in bulk, and retrieve contact details. Create email drafts, check draft status, and send campaigns. Supports custom contact fields, contact segmentation, and tag-based categorization.
Frequently asked questions
Common questions about connecting Mailsoftly to AI agents with Metorial.
Can Metorial connect Mailsoftly to AI agents?
Yes. Metorial connects AI agents to Mailsoftly through a governed integration layer, so teams can use the provider while keeping access controlled and observable.Does the Mailsoftly integration work with MCP?
Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.How does Metorial control access to Mailsoftly?
Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.Can teams trace Mailsoftly activity from agents?
Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.