Connect Outreach to AI agents

Connect Outreach 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.

Supported Tools

get_prospect

Get Prospect

Retrieve a single prospect by ID from Outreach. Returns full contact information, engagement stats, and custom fields.

manage_opportunity

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 Opportunities

List sales opportunities from Outreach. Filter by account, owner, or stage. Returns paginated results with deal details.

list_sequences

List Sequences

List sequences (automated campaigns) from Outreach. Filter by name, enabled state, owner, or tags. Returns paginated results.

list_tasks

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 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

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

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

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

List Accounts

Search and list accounts (companies) from Outreach. Supports filtering by name, domain, and owner. Returns paginated results.

list_users

List Users

List users in the Outreach organization. Returns user profiles with names, emails, and roles.

manage_sequence_state

Manage Sequence Enrollment

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

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

List Prospects

Search and list prospects from Outreach. Supports filtering by email, name, account, owner, and tags. Returns paginated results.

manage_account

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 Call

Log a phone call in Outreach. Records call details including direction, outcome (disposition), purpose, duration, and notes.

manage_sequence

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.

More integrations teams use with Outreach

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

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 Outreach

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.

Connect Outreach to production AI agents

See how Metorial gives Outreach access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Outreach to AI agents with Metorial.

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