update_account
Update Account
Update an existing account (company) in SalesLoft. Provide the account ID and any fields to update.
Ask your agent in plain language. Each of these maps to a real tool on the server.
update_account
Update an existing account (company) in SalesLoft. Provide the account ID and any fields to update.
log_call
Log a completed external call in Salesloft without placing a phone call. This can create CRM activity and related workflow effects; verify those effects before use.
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
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 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 in SalesLoft. Optionally filter by associated person to see all notes for a specific contact. Supports pagination and sorting.
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 a person from a cadence by deleting the cadence membership. Historical membership and previously created activity can remain; independently verify queued work before removing related records.
list_email_templates
List email templates in Salesloft. Title/subject prefix filters are applied to each provider search page; a filtered page may be empty while a next page exists. Returns content and engagement statistics.
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 a person to a cadence in SalesLoft, creating a cadence membership. The person will begin receiving touches defined by the cadence steps.
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 (contacts) in SalesLoft with optional filtering by email, tag, cadence, account, or owner. Supports pagination and sorting.
list_tasks
List tasks in SalesLoft. Filter by person, account, task type, state, due interval, or current user assignment. Tasks created by cadence steps are not returned.
get_email_template
Fetch a single email template from SalesLoft by ID. Returns template content, subject, and engagement statistics.
delete_person
Delete a person (contact) from Salesloft. Restoration requires contacting Salesloft support; this does not promise erasure of retained CRM or activity history.
list_accounts
List accounts (companies) in SalesLoft with optional filtering by domain or name. Supports pagination and sorting.
delete_account
Delete an account (company) from Salesloft and remove its connected people from that account. Restoration requires contacting Salesloft support; this does not promise erasure of retained CRM or activity history.
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 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
Fetch a single cadence from SalesLoft by ID. Returns cadence details including name, state, ownership, and people counts.
list_users
List team members/users in SalesLoft. Non-admin users see only their own profile; admins see all team members.
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 an existing note's content in SalesLoft.
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 a new account (company) in SalesLoft. Name and domain are required. Supports setting company details, address, industry, and custom fields.
delete_note
Delete an accessible note. This cannot be reversed without contacting Salesloft support.
list_cadence_memberships
List current and historical cadence memberships. Discover membership IDs before removing a person from a cadence.
get_note
Fetch a note by its ID from list_notes.
create_task
Create a call, email or general to-do task for a person in Salesloft, assigned to the authenticated user unless another user is given.
update_task
Update a Salesloft task's subject, type, due date, reminder, assignee or description, or mark it completed. Completing a task cannot be undone through the API.
delete_task
Delete a Salesloft task. Restoration requires contacting Salesloft support.
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 people, accounts, notes and tasks; discover cadences and memberships; read email, call and template activity; and log completed external calls.
Common questions about connecting Salesloft to AI agents with Metorial.