Nocrmio MCP server

Connect Nocrmio to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Nocrmio MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the delete lead tool in Nocrmio
  • Use the get lead history tool in Nocrmio
  • Use the duplicate lead tool in Nocrmio
  • Use the manage client folders tool in Nocrmio
  • Use the manage teams tool in Nocrmio
  • Use the update lead tool in Nocrmio

Supported Tools

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 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

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.

list_unassigned_leads

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

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

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

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.

Connect Nocrmio to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Nocrmio in Metorial. In your Metorial portal, enable the Nocrmio MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Nocrmio tools.

Run Nocrmio through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Nocrmio and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Nocrmio tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Nocrmio

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

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.

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. 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. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

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.

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.

Frequently asked questions

Common questions about connecting Nocrmio to AI agents with Metorial.

  1. How many tools does the Nocrmio MCP server have?
    The Nocrmio MCP server exposes 18 tools, including Delete Lead, Get Lead History, Duplicate Lead. Each one is governed and traced through Metorial.
  2. Nocrmio exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Nocrmio MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Nocrmio and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Nocrmio MCP server yourself or use the hosted gateway.

Connect Nocrmio to production AI agents

See how Metorial gives your team governed access to Nocrmio, with tracing and security controls built in.