Persistiq MCP server

Connect Persistiq 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 Persistiq MCP server

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

  • Use the get lead tool in Persistiq
  • Use the create campaign tool in Persistiq
  • Use the list users tool in Persistiq
  • Use the list leads tool in Persistiq
  • Use the create lead tool in Persistiq
  • Use the add do not contact domain tool in Persistiq

Supported Tools

get_lead

Get Lead

Retrieve detailed information about a specific lead (prospect) by their ID or email address. 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 select the lead creator using List Users. Duplicate handling defaults to skipping the existing prospect; select update to merge fields into an existing lead.

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, optionally select a sending mailbox; otherwise the campaign owner mailbox is used. Use List Users 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.

duplicate_campaign

Duplicate Campaign

Copy an existing outreach campaign to reuse its sequence for another owner or prospect group. Call list_campaigns to find the source campaign and list_users to select the new owner.

list_dnc_domains

List Do Not Contact Domains

List domains blocked from outreach in the account. Use this to inspect the suppression list before adding a domain or enrolling prospects in campaigns.

list_campaign_leads

List Campaign Leads

List prospects enrolled in a campaign, including their lead IDs, sending mailbox, contact details, and current status. Call list_campaigns to discover campaign IDs.

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

Run Persistiq through the Metorial gateway

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

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

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 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.

Frequently asked questions

Common questions about connecting Persistiq to AI agents with Metorial.

  1. How many tools does the Persistiq MCP server have?
    The Persistiq MCP server exposes 15 tools, including Get Lead, Create Campaign, List Users. Each one is governed and traced through Metorial.
  2. Persistiq 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 Persistiq MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Persistiq and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Persistiq MCP server yourself or use the hosted gateway.

Connect Persistiq to production AI agents

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