Parma MCP server

Connect Parma 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 Parma MCP server

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

  • Use the add note tool in Parma
  • Use the search relationships tool in Parma
  • Use the get current user tool in Parma
  • Use the create relationship tool in Parma
  • Use the list groups tool in Parma
  • Use the list relationship notes tool in Parma

Supported Tools

add_note

Add Note

Add a note to an existing relationship in Parma CRM. Notes capture touchpoints, meeting summaries, and interaction details for a given customer or contact. Use this to log conversations, follow-ups, or any relevant information.

search_relationships

Search Relationships

List relationships in Parma CRM, optionally filtering by name, email, phone, or relationship type. Returns one provider page with IDs for reading contacts and adding notes.

get_current_user

Get Current User

Retrieve the authenticated user's profile information from Parma CRM. Use this to verify the current connection, check account details, or retrieve the user's identity.

create_relationship

Create Relationship

Create a new relationship (contact) in Parma CRM. Use this to add a new customer, partner, or any person you want to track in your relationship management system. Call list_groups first, then provide groupIds to choose where the relationship belongs. You can include background notes and link a person to an existing company.

list_groups

List Groups

List Parma relationship groups and their IDs. Call this before create_relationship to choose the required groupIds.

list_relationship_notes

List Relationship Notes

Read one page of notes for a Parma relationship, including content, linked relationship IDs, and interaction timestamps. Use search_relationships to discover the relationship ID.

get_relationship

Get Relationship

Retrieve one Parma relationship by ID, including contact details, background information, and company and group IDs. Use search_relationships to find the ID.

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

Run Parma through the Metorial gateway

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

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

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.

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.

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.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs.

Linkedin

Authenticate LinkedIn members with OpenID Connect, fetch the authenticated member profile, and create self-serve LinkedIn shares with text, article links, and uploaded images. Organization and Community Management workflows should move to a separate slate because LinkedIn restricts combining those products in one app.

Technical notes for Parma

Manage contacts and companies in Parma CRM. Discover groups, create relationships, search and retrieve contacts, add interaction notes, read relationship note history, and retrieve the authenticated user profile.

Frequently asked questions

Common questions about connecting Parma to AI agents with Metorial.

  1. How many tools does the Parma MCP server have?
    The Parma MCP server exposes 7 tools, including Add Note, Search Relationships, Get Current User. Each one is governed and traced through Metorial.
  2. Parma 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 Parma MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Parma and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Parma MCP server yourself or use the hosted gateway.

Connect Parma to production AI agents

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