Connect Persistiq to AI agents

Connect Persistiq 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.

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Supported Tools

Tools12Triggers2

get_lead

Get Lead

Retrieve detailed information about a specific lead (prospect) by their ID. Returns contact data, engagement metrics, and current status.

create_campaign

Create Campaign

Create a new outreach campaign in PersistIQ. After creation, you can add leads to the campaign using the **Manage Campaign Lead** tool.

list_users

List Users

List all users (team members) in your PersistIQ account. Returns user details including name, email, activation status, and default mailbox ID. Useful for finding user IDs for lead assignment and mailbox IDs for campaign operations.

list_leads

List Leads

List leads (prospects) in your PersistIQ account. Returns lead contact information, engagement metrics, and status. Supports pagination to retrieve large lead lists.

create_lead

Create Lead

Create a new lead (prospect) in PersistIQ. Provide contact details like email, name, company, and other fields. Optionally assign the lead to a specific user via their creator ID. Duplicate emails are silently skipped.

add_dnc_domain

Add Do Not Contact Domain

Add a domain to the Do Not Contact (DNC) list. Prevents outreach to any email address at the specified domain. Use this to maintain compliance and exclude companies from campaigns.

update_lead

Update Lead

Update an existing lead's contact information and custom fields, or change their status. Combine data updates and status changes in a single operation.

list_lead_statuses

List Lead Statuses

Retrieve all available lead statuses configured for your PersistIQ account. Useful for understanding which statuses can be assigned to leads when updating their status.

manage_campaign_lead

Manage Campaign Lead

Add or remove a lead from a campaign. When adding a lead, a mailbox ID is required to specify which mailbox sends emails for that campaign. Use the **List Users** tool to find available mailbox IDs.

list_campaigns

List Campaigns

List all outreach campaigns in your PersistIQ account. Returns campaign details including name, creator, and engagement statistics (contacted, replied, opened, bounced, opted out). Supports pagination.

delete_campaign

Delete Campaign

Permanently delete a campaign from PersistIQ. This action cannot be undone.

list_lead_fields

List Lead Fields

Retrieve all lead fields (including custom fields) configured for your PersistIQ account. Useful for understanding which fields are available when creating or updating leads.

More integrations teams use with Persistiq

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 Persistiq

Manage sales outreach leads, campaigns, and engagement workflows. Create, list, and update leads (prospects) with custom fields, statuses, and ownership assignments. Create and delete outreach campaigns, add or remove leads from campaigns, and specify sending mailboxes. List team users for lead assignment. Manage Do Not Contact domain lists to maintain compliance. Retrieve lead statuses, lead fields, and prospect metadata including bounce, opt-out, reply counts, and sent history.

Connect Persistiq to production AI agents

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

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Frequently asked questions

Common questions about connecting Persistiq to AI agents with Metorial.

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