Connect Nocrmio to AI agents

Connect Nocrmio 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

Tools14Triggers3

delete_lead

Delete Lead

Move a lead to trash. Can also duplicate a lead before deleting, or perform a simple delete.

get_lead_history

Get Lead History

Retrieve the full action history of a lead, including events like creation, status changes, step changes, user assignments, comments, emails sent, and amounts set. Filterable by date range, action type, and user.

duplicate_lead

Duplicate Lead

Create a copy of an existing lead. Optionally place the duplicate into a specific pipeline step.

manage_client_folders

Manage Client Folders

List, create, retrieve, update, or delete client folders (company-level records). Client folders can be associated with leads to group them by company. Use the "action" field to specify the operation.

manage_teams

Manage Teams

List, create, update, or delete teams. Also supports adding or removing team members. Use the "action" field to specify the operation.

update_lead

Update Lead

Update an existing lead's properties including title, description, status, pipeline step, amount, probability, tags, reminder, estimated closing date, and client folder association. Also supports assigning or reassigning the lead to a different user.

get_lead

Get Lead

Retrieve detailed information about a single lead including its description, status, pipeline step, assigned user, tags, amount, comments count, attachments, and extended info fields.

manage_lead_comments

Manage Lead Comments

List, create, update, or delete comments on a lead. Comments can include an activity type (call, email, meeting, etc.) to log sales activities. Use the "action" field to specify the operation.

list_users

List Users

List all users in the noCRM.io account, or retrieve a specific user by ID or email. Returns user details including name, email, role, and status.

manage_prospecting

Manage Prospecting

Manage prospecting lists and prospects. Create prospecting lists, add/update/delete prospects, search prospects by email or field values, and convert prospects into leads. Use the "action" field to specify the operation.

create_lead

Create Lead

Create a new lead in noCRM.io. Leads can be assigned to a user, tagged, and placed in a specific pipeline step. The description field supports structured data with fields like name, email, phone, etc.

list_pipelines_steps

List Pipelines & Steps

Retrieve the account's pipelines and their steps. Useful for discovering available pipeline configurations before creating or moving leads. Also lists activities, categories, tags, and fields configuration when requested.

list_leads

List Leads

Search and list leads with flexible filtering by status, pipeline step, user, email, tags, date range, and custom fields. Supports pagination via limit and offset. Returns a total count header for building paginated views.

send_lead_email

Send Lead Email

Send an email to a lead using either a pre-defined email template or custom content. Requires a connected inbox for the sending user. Template variables are auto-populated from lead fields when using a template.

More integrations teams use with Nocrmio

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.

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 Nocrmio

Manage leads, prospects, and sales pipelines for sales teams. Create, update, assign, filter, and delete leads with statuses, pipeline steps, tags, amounts, and reminders. Add comments and attachments to leads, track full action history, and send emails from leads using templates. Create and manage prospecting lists, convert prospects into leads, and search prospects by email or field. Handle post-sales processes with task management. Create and manage client folders, users, and teams. Configure pipelines, steps, activity types, categories, tags, and custom fields. Assign leads via direct, random, round-robin, or weighted round-robin methods. Detect duplicate leads and manage webhooks for lead, prospect, task, and account events.

Connect Nocrmio to production AI agents

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Frequently asked questions

Common questions about connecting Nocrmio to AI agents with Metorial.

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