Connect Onepage to AI agents

Connect Onepage 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

Tools22Triggers4

list_deals

List Deals

List deals in OnePageCRM. Filter by contact, company, or deal status (pending/won/lost). Results are paginated.

list_companies

List Companies

List companies (organizations) in OnePageCRM. Companies are logical collections of contacts. Supports search and pagination.

update_note

Update Note

Update an existing note's text, linked deal, or date. Only provided fields are updated.

update_deal

Update Deal

Update an existing deal. Use this to change deal status (pending/won/lost), update the amount, move to a different stage, or modify other deal properties. Only provided fields are updated.

list_notes

List Notes

List notes in OnePageCRM. Filter by contact or company to see all recorded notes. Results are paginated.

update_contact

Update Contact

Update an existing contact in OnePageCRM. Only the fields you provide will be updated; other fields remain unchanged.

log_call

Log Call

Log a phone call against a contact to track the interaction. Include call details such as the phone number, result, and notes.

delete_contact

Delete Contact

Delete a contact from OnePageCRM by their ID. This will also remove all associated sub-resources.

get_contact

Get Contact

Retrieve a single contact by ID, including all their details such as emails, phones, tags, address, and custom fields.

list_statuses_and_sources

List Statuses and Lead Sources

Retrieve the available contact statuses, lead sources, and predefined items (products/services). Use this to look up valid IDs when creating or updating contacts and deals.

create_contact

Create Contact

Create a new contact in OnePageCRM. Contacts are the people you are actively trying to sell to. At minimum, a last name or company name is required.

log_meeting

Log Meeting

Log a meeting against a contact to track the interaction. Include meeting details such as location, time, and notes.

delete_deal

Delete Deal

Delete a deal from OnePageCRM by its ID.

create_note

Create Note

Create a note on a contact to record important information or interaction details. Notes can optionally be linked to a deal.

get_action_stream

Get Action Stream

Get the Action Stream — the list of contacts prioritized by when their next action is due. This is the default view in OnePageCRM. Contacts are ordered: ASAP first, then by due date, then waiting, then queued.

delete_action

Delete Action

Delete an action (task) from OnePageCRM by its ID.

create_action

Create Action

Create a new action (task) for a contact. Actions are completable tasks that appear in the Action Stream, ordered by priority: ASAP first, then by due date, then waiting/queued.

list_actions

List Actions

List actions (tasks) in OnePageCRM. Filter by contact or assignee. Actions are ordered by priority: ASAP first, then dated actions by due date, then waiting, then queued.

create_deal

Create Deal

Create a new deal associated with a contact. Deals represent potential financial transactions and track your sales pipeline.

update_company

Update Company

Update a company's (organization's) details. Companies cannot be created directly — they are created automatically when a contact is assigned a company name. Only provided fields are updated.

update_action

Update Action

Update an existing action, or mark it as complete/incomplete. Use this to change the action text, due date, status, or completion state.

list_contacts

List Contacts

List and search contacts in OnePageCRM. Supports filtering by status, lead source, tag, and text search. Results are paginated.

More integrations teams use with Onepage

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 Onepage

Manage contacts, companies, deals, and sales activities in OnePageCRM. Create, update, and delete contacts with detailed fields including emails, phones, tags, statuses, and custom fields. Track sales pipelines by managing deals with stages, amounts, and statuses (pending/won/lost). Log notes, calls, and meetings against contacts to record interactions. Manage the Action Stream — a prioritized task list of next actions due per contact. Organize contacts into companies, configure predefined products/services for deals, and manage lead sources, contact statuses, and relationship types. Upload and manage file attachments on deals, notes, calls, and meetings. Receive webhook notifications for changes to contacts, actions, deals, and notes.

Connect Onepage to production AI agents

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Frequently asked questions

Common questions about connecting Onepage to AI agents with Metorial.

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