delete_lead
Delete Lead
Move a lead to trash. Can also duplicate a lead before deleting, or perform a simple delete.
Ask your agent in plain language. Each of these maps to a real tool on the server.
delete_lead
Move a lead to trash. Can also duplicate a lead before deleting, or perform a simple delete.
get_lead_history
Retrieve a page of action history for a lead, including creation, status changes, step changes, user assignments, comments, emails sent, and amounts set. Filter by date range, action type, and user. Use limit and offset to retrieve later pages.
duplicate_lead
Create a copy of an existing lead. Optionally place the duplicate into a specific pipeline step.
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
List, create, update, or delete teams. Also supports adding or removing team members. Use the "action" field to specify the operation.
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
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
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 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 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 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
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
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 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.
list_unassigned_leads
List leads waiting for an owner. Use the returned lead IDs with update_lead to assign a sales representative. User-token connections need permission to view unassigned leads.
list_lead_duplicates
Find leads that noCRM.io identifies as duplicates of a lead, using the account duplicate-detection fields. Returns IDs to inspect with get_lead.
who_am_i
Verify the connection and return its noCRM.io account subdomain and authentication type. Email/password connections also return the signed-in user profile. API-key connections identify the account and do not identify a specific signed-in user.
list_post_sales_processes
List post-sales processes for a lead or a sales representative, including process IDs, status, task counts, and the next action date. Use get_lead or list_leads to discover lead IDs, or list_users to discover user IDs.
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 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.
Common questions about connecting Nocrmio to AI agents with Metorial.