Connect Salesloft to AI agents

Connect Salesloft 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.

Supported Tools

update_account

Update Account

Update an existing account (company) in SalesLoft. Provide the account ID and any fields to update.

log_call

Log Call

Log a new call record in SalesLoft. Used to record calls made through third-party dialers or external systems. Associates the call with a person and optionally a cadence.

get_person

Get Person

Fetch a single person (contact) from SalesLoft by their ID. Returns full contact details including email, phone, job info, account association, tags, and custom fields.

get_task

Get Task

Fetch a single task from SalesLoft by ID. Returns task details including subject, type, status, due date, and assignments.

list_email_activities

List Email Activities

List email activities in SalesLoft. Returns sent emails with tracking data including opens, clicks, replies, and bounces. Filter by person to see all emails sent to a specific contact.

list_notes

List Notes

List notes in SalesLoft. Optionally filter by associated person to see all notes for a specific contact. Supports pagination and sorting.

get_current_user

Get Current User

Fetch the currently authenticated user's profile from SalesLoft. Returns the user's name, email, role, and active status.

remove_person_from_cadence

Remove Person from Cadence

Remove a person from a cadence by deleting the cadence membership. The person will stop receiving touches from this cadence.

list_email_templates

List Email Templates

List email templates in SalesLoft. Search by title or subject to find specific templates. Returns template content and engagement statistics (opens, clicks, replies).

list_cadences

List Cadences

List cadences in SalesLoft. Cadences are multi-step communication sequences (e.g., email + call sequences). Filter by team or personal cadences. Supports pagination and sorting.

add_person_to_cadence

Add Person to Cadence

Add a person to a cadence in SalesLoft, creating a cadence membership. The person will begin receiving touches defined by the cadence steps.

get_account

Get Account

Fetch a single account (company) from SalesLoft by ID. Returns full company details, address, industry, tags, and custom fields.

list_people

List People

List people (contacts) in SalesLoft with optional filtering by email, tag, cadence, account, or owner. Supports pagination and sorting.

list_tasks

List Tasks

List tasks in SalesLoft. Filter by person, task type, or current user assignment. Includes both cadence-generated tasks and manually created ones.

get_email_template

Get Email Template

Fetch a single email template from SalesLoft by ID. Returns template content, subject, and engagement statistics.

delete_person

Delete Person

Permanently delete a person (contact) from SalesLoft. This action is irreversible.

list_accounts

List Accounts

List accounts (companies) in SalesLoft with optional filtering by domain or name. Supports pagination and sorting.

delete_account

Delete Account

Permanently delete an account (company) from SalesLoft. This action is irreversible.

list_call_activities

List Call Activities

List call activities in SalesLoft. Returns call records with duration, sentiment, disposition, and notes. Filter by person to see all calls made to a specific contact.

create_person

Create Person

Create a new person (contact) in SalesLoft. Requires either an email address or both phone and last name. Supports setting contact details, job information, account association, tags, and custom fields.

get_cadence

Get Cadence

Fetch a single cadence from SalesLoft by ID. Returns cadence details including name, state, ownership, and people counts.

list_users

List Users

List team members/users in SalesLoft. Non-admin users see only their own profile; admins see all team members.

update_person

Update Person

Update an existing person (contact) in SalesLoft. Provide the person ID and any fields to update. Only provided fields will be changed.

update_note

Update Note

Update an existing note's content in SalesLoft.

create_note

Create Note

Create a new note in SalesLoft. Notes can be associated with a person or account and can optionally be linked to a call.

create_account

Create Account

Create a new account (company) in SalesLoft. Name and domain are required. Supports setting company details, address, industry, and custom fields.

More integrations teams use with Salesloft

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 Salesloft

Manage sales engagement workflows including people (contacts), accounts, cadences, calls, emails, and tasks. Create, update, and delete people and accounts. Add people to multi-step cadences for automated outreach sequences. Track email activities including sends, opens, clicks, replies, and bounces. Log and retrieve call data. Create and manage tasks and actions. List and manage email templates. Send buyer signals to trigger AI-powered Rhythm workflows. Export and import cadences across instances. Subscribe to webhooks for real-time notifications on person, account, cadence, meeting, call, note, and task events. Map external IDs for syncing records with external systems.

Connect Salesloft to production AI agents

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

Frequently asked questions

Common questions about connecting Salesloft to AI agents with Metorial.

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