Connect Salesflare to AI agents

Connect Salesflare 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

Tools34Triggers2

delete_note

Delete Internal Note

Permanently delete an internal note from an account's timeline in Salesflare.

update_account

Update Account

Update an existing account in Salesflare. Modify name, domain, website, description, address, phone numbers, tags, custom fields, and manage associated contacts and users.

update_opportunity

Update Opportunity

Update an existing sales opportunity in Salesflare. Modify stage, value, close date, probability, tags, recurring revenue settings, and custom fields. Set **done** to mark an opportunity as won or lost.

list_workflows

List Workflows

List email workflows in Salesflare. Returns workflow names, statuses, analytics, and configuration details.

list_pipelines

List Pipelines

List all sales pipelines and their stages in Salesflare. Each pipeline contains stages with names, colors, probabilities, and ordering. Useful for finding stage IDs when creating or updating opportunities.

list_accounts

List Accounts

Search and list accounts (companies) in Salesflare. Supports filtering by name, domain, creation date, tags, address, hotness level, and more. Returns paginated results with account details.

get_contact

Get Contact

Retrieve detailed information about a specific contact by its ID. Returns full contact data including account association, addresses, phone numbers, positions, social profiles, tags, and custom fields.

delete_task

Delete Task

Permanently delete a task from Salesflare.

update_contact

Update Contact

Update an existing contact in Salesflare. Modify name, email, phone numbers, account association, tags, address, position, social profiles, and custom fields. Set **accountId** to null to remove the account association.

delete_account

Delete Account

Delete an account from Salesflare. **Warning:** Deleting an account also removes all linked opportunities and tasks.

create_tag

Create Tag

Create a new tag in Salesflare. Tags can be assigned to accounts, contacts, and opportunities.

log_call

Log Call

Log a phone call in Salesflare. Requires a date and participant contact IDs. Optionally set end date, subject, description, and notes.

log_meeting

Log Meeting

Log a meeting in Salesflare. Requires a date and participant contact IDs. Optionally set end date, subject, description, notes, and meeting type (in-person or phone).

list_tasks

List Tasks

List tasks in Salesflare. Filter by assignees, task type, account, and search terms. Defaults to tasks assigned to the current user.

list_contacts

List Contacts

Search and list contacts in Salesflare. Supports filtering by name, email, phone number, domain, account, tags, role, address, creation/modification dates, and more. Supports incremental syncing via **modificationAfter**.

get_account

Get Account

Retrieve detailed information about a specific account by its ID. Returns full account data including contacts, addresses, phone numbers, social profiles, tags, and custom fields.

get_opportunity

Get Opportunity

Retrieve detailed information about a specific sales opportunity by its ID. Returns full data including stage, pipeline, value, currency, close date, tags, probability, lost reason, lead source, custom fields, and stage history.

create_contact

Create Contact

Create a new contact (person) in Salesflare. Set name, email, phone numbers, account, tags, addresses, positions, social profiles, and custom fields. Use **force=false** to skip creation if a contact with the same email already exists.

delete_contact

Delete Contact

Permanently delete a contact from Salesflare.

get_current_user

Get Current User

Retrieve details of the currently authenticated user, including team information, plan, subscription status, permissions, data sources, and settings.

create_task

Create Task

Create a new task in Salesflare. A description is required. Optionally assign to users, link to an account, and set a reminder date.

create_note

Create Internal Note

Create an internal note on an account's timeline in Salesflare. Notes support mentioning team members by their user IDs.

update_task

Update Task

Update an existing task in Salesflare. Modify description, reminder date, assignees, account, or mark as completed.

create_account

Create Account

Create a new account (company) in Salesflare. You can set name, domain, website, description, addresses, phone numbers, tags, and custom fields. Optionally update an existing account if one with the same domain already exists.

update_note

Update Internal Note

Update an existing internal note on an account's timeline in Salesflare. Both accountId and body are required for updates.

list_currencies

List Currencies

List all supported currencies in Salesflare. Returns currency IDs, ISO codes, and HTML symbols. Useful for finding currency IDs when creating opportunities.

list_users

List Users

List team members (users) in Salesflare. Filter by name, email, or search term. Useful for finding user IDs to assign as owners, assignees, or task participants.

update_tag

Update Tag

Rename an existing tag in Salesflare.

create_opportunity

Create Opportunity

Create a new sales opportunity in Salesflare. An account is required. Set stage, value, currency, close date, probability, tags, lead source, recurring revenue, and custom fields.

list_opportunities

List Opportunities

Search and list sales opportunities in Salesflare. Filter by stage, owner, account, value range, close date, pipeline, tags, and more. Default date filter is on close_date.

delete_tag

Delete Tag

Delete a tag from Salesflare. This removes the tag from all accounts, contacts, and opportunities.

list_tags

List Tags

List all tags in Salesflare. Returns tag names, IDs, and usage counts across accounts, contacts, and opportunities.

get_workflow

Get Workflow

Retrieve detailed information about a specific email workflow, including its steps, filters, schedule, and analytics.

delete_opportunity

Delete Opportunity

Permanently delete a sales opportunity from Salesflare.

More integrations teams use with Salesflare

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.

Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Dataforseo

Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.

Item

Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.

Technical notes for Salesflare

Manage CRM data for B2B sales including accounts, contacts, opportunities, and pipelines. Create, read, update, and delete accounts (companies) and contacts with details like emails, phone numbers, addresses, tags, and custom fields. Manage sales opportunities with filtering by stage, owner, value, and close date. Create and track tasks, log meetings and calls, and write internal notes on account timelines. Configure and manage email workflows with scheduling and audience control. Manage tags, custom fields, users, teams, and email data sources. Access reference data such as currencies, pipeline stages, and filter fields.

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Frequently asked questions

Common questions about connecting Salesflare to AI agents with Metorial.

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