get_prospect
Get Prospect
Retrieve a single prospect by ID from Outreach. Returns full contact information, engagement stats, and custom fields.
get_prospect
Retrieve a single prospect by ID from Outreach. Returns full contact information, engagement stats, and custom fields.
manage_opportunity
Create or update a sales opportunity in Outreach. Opportunities track deals through the sales pipeline with stages, amounts, and close dates.
list_opportunities
List sales opportunities from Outreach. Filter by account, owner, or stage. Returns paginated results with deal details.
list_sequences
List sequences (automated campaigns) from Outreach. Filter by name, enabled state, owner, or tags. Returns paginated results.
list_tasks
List tasks from Outreach. Filter by state, type, owner, or prospect. Tasks include action items, calls, emails, and in-person tasks assigned to users.
list_mailings
List sent emails (mailings) from Outreach. Filter by prospect, sequence, or tracking status. Mailings include delivery tracking data such as bounced, delivered, opened, and replied status.
manage_snippet
Create or update a reusable text snippet in Outreach. Snippets are reusable text blocks that can be inserted into emails and templates for consistent messaging.
manage_prospect
Create, update, or delete a prospect (contact/lead) in Outreach. Use this to add new prospects, modify existing prospect information, or remove prospects. Prospects can be associated with accounts and include contact details, engagement data, and custom fields.
manage_template
Create or update an email template in Outreach. Templates are reusable email content used in sequences and one-off emails. They support subject, body, and personalization.
list_accounts
Search and list accounts (companies) from Outreach. Supports filtering by name, domain, and owner. Returns paginated results.
list_users
List users in the Outreach organization. Returns user profiles with names, emails, and roles.
manage_sequence_state
Add a prospect to a sequence, or update/manage their enrollment state. A sequence state represents a prospect's position and status within a sequence. Use the **create** action to enroll a prospect in a sequence, or **update** to pause/resume enrollment.
manage_task
Update a task in Outreach. Mark tasks as completed, change status, due date, or other task properties. Tasks are automatically created by sequences or can be manually assigned. Use this to manage task state.
list_prospects
Search and list prospects from Outreach. Supports filtering by email, name, account, owner, and tags. Returns paginated results.
manage_account
Create, update, or delete an account (company) in Outreach. Use this to manage company records including name, domain, industry, and other account details.
create_call
Log a phone call in Outreach. Records call details including direction, outcome (disposition), purpose, duration, and notes.
manage_sequence
Create or update a sequence (automated outreach campaign) in Outreach. Sequences are multi-step campaigns that automate prospect engagement through emails, calls, and tasks.
Manage sales engagement data and automation in Outreach. Create, read, update, and delete prospects (contacts/leads) and accounts (companies). Build and manage sequences — automated multi-step outreach campaigns — including adding/removing prospects and tracking their progress through sequence states. Send and track emails with delivery, open, bounce, and reply metrics. Log and manage phone calls with dispositions and purposes. Create and manage tasks, opportunities, templates, snippets, and custom objects. Invite and manage users, roles, and teams. Perform bulk operations and data imports. Access audit logs, compliance requests, and Kaia conversation intelligence recordings. Subscribe to webhooks for real-time notifications on changes to accounts, prospects, mailings, sequences, tasks, opportunities, and more.
Common questions about connecting Outreach to AI agents with Metorial.