Outreach MCP server

Connect Outreach 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 Outreach MCP server

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

  • Use the get prospect tool in Outreach
  • Use the manage opportunity tool in Outreach
  • Use the list opportunities tool in Outreach
  • Use the list sequences tool in Outreach
  • Use the list tasks tool in Outreach
  • Use the list mailings tool in Outreach

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 emails (mailings, including drafted or scheduled messages) from Outreach. Filter by prospect or sequence. 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 titles. This lists organization users; it does not identify the authenticated user.

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. Creating enrollment starts automation immediately. Update pauses, resumes or finishes enrollment through its supported lifecycle actions.

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, purpose, timestamps and notes. This records an external call and does not dial a phone number.

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.

list_sequence_states

List Sequence Enrollments

Discover prospect enrollments and their current state before requesting pause, resume or finish. Filter by prospect, sequence or mailbox; returns identifiers and continuation cursors.

list_metadata

List Outreach Metadata

Discover mailboxes, call dispositions and purposes, prospect stages, opportunity stages or configured custom-field definitions. Returns safe identifiers and labels; mailbox credentials are excluded. Opportunity stages require the Opportunities feature.

Connect Outreach 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 Outreach in Metorial. In your Metorial portal, enable the Outreach 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 Outreach tools.

Run Outreach through the Metorial gateway

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

  • Give Outreach and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Outreach 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 Outreach

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

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.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. 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. Retrieve site properties and search for sites across Microsoft 365.

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 Outreach

Manage prospects, accounts, sequences, enrollments, tasks, opportunities, email templates and snippets in Outreach. Read email engagement, log external calls, and discover users, mailboxes and configured metadata.

Frequently asked questions

Common questions about connecting Outreach to AI agents with Metorial.

  1. How many tools does the Outreach MCP server have?
    The Outreach MCP server exposes 19 tools, including Get Prospect, Manage Opportunity, List Opportunities. Each one is governed and traced through Metorial.
  2. Outreach 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 Outreach MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Outreach and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Outreach MCP server yourself or use the hosted gateway.

Connect Outreach to production AI agents

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