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.
Ask your agent in plain language. Each of these maps to a real tool on the server.
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
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
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 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 Parma relationship groups and their IDs. Call this before create_relationship to choose the required groupIds.
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
Retrieve one Parma relationship by ID, including contact details, background information, and company and group IDs. Use search_relationships to find the ID.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
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.
Common questions about connecting Parma to AI agents with Metorial.