Connect Salesmate to AI agents

Connect Salesmate 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

create_product

Create Product

Create a new product in the Salesmate product catalog. Products can include pricing, quantities, and discounts, and can be associated with deals.

search_activities

Search Activities

Search and list activities in Salesmate using filters. Supports pagination and sorting. Useful for finding tasks, calls, meetings, and other scheduled activities.

search_products

Search Products

Search and list products in the Salesmate product catalog using filters. Supports pagination and sorting.

search_deals

Search Deals

Search and list deals in Salesmate using filters. Supports pagination and sorting. Useful for finding deals by pipeline, stage, status, or value.

search_contacts

Search Contacts

Search and list contacts in Salesmate using filters. Supports pagination and sorting. Use filter rules to narrow results by any contact field.

get_ticket

Get Ticket

Retrieve a support ticket by its ID from Salesmate. Returns all fields including status, priority, and associated contacts.

delete_ticket

Delete Ticket

Delete a support ticket from Salesmate by its ID. This action is permanent.

search_tickets

Search Tickets

Search and list support tickets in Salesmate using filters. Supports pagination and sorting.

search_companies

Search Companies

Search and list companies in Salesmate using filters. Supports pagination and sorting.

get_product

Get Product

Retrieve a product by its ID from the Salesmate product catalog.

create_contact

Create Contact

Create a new contact in Salesmate CRM. Contacts are the core records representing people you interact with. They can be associated with companies and deals.

list_users

List Users

List all users in the Salesmate account. Returns user details including names, emails, and roles. Useful for finding owner IDs when creating or assigning records.

update_contact

Update Contact

Update an existing contact in Salesmate. Only provide the fields you want to change; all other fields remain unchanged.

create_note

Create Note

Add a note to a contact, company, deal, or activity in Salesmate. Notes track additional context and information related to a record.

delete_contact

Delete Contact

Delete a contact from Salesmate by its ID. This action is permanent and cannot be undone.

create_ticket

Create Ticket

Create a new support ticket in Salesmate. Tickets represent customer support cases and progress through pipeline stages. They can be linked to contacts and companies.

delete_note

Delete Note

Delete a note from Salesmate by its ID. This action is permanent.

get_company

Get Company

Retrieve a company by its ID from Salesmate. Returns all fields including custom fields for the specified company.

create_company

Create Company

Create a new company in Salesmate. Companies serve as parent entities for contacts and can be associated with deals.

update_activity

Update Activity

Update an existing activity in Salesmate. Use this to reschedule, mark complete, reassign, or modify any activity field.

delete_deal

Delete Deal

Delete a deal from Salesmate by its ID. This action is permanent and cannot be undone.

delete_product

Delete Product

Delete a product from the Salesmate product catalog by its ID. This action is permanent.

get_user

Get User

Retrieve a specific user by their ID from Salesmate. Returns user details including name, email, and role information.

create_activity

Create Activity

Create a new activity (task, call, meeting, etc.) in Salesmate. Activities can be associated with contacts, companies, or deals to track sales actions.

delete_activity

Delete Activity

Delete an activity from Salesmate by its ID. This action is permanent and cannot be undone.

get_deal

Get Deal

Retrieve a deal by its ID from Salesmate. Returns all fields including pipeline stage, value, and associated contacts/companies.

get_note

Get Note

Retrieve a note by its ID from Salesmate.

update_deal

Update Deal

Update an existing deal in Salesmate. Use this to change deal stage, status, value, or any other field. Only provide the fields you want to change.

update_ticket

Update Ticket

Update an existing support ticket in Salesmate. Use this to change ticket status, priority, stage, or any other field.

update_note

Update Note

Update an existing note in Salesmate. Use this to modify the note content or other fields.

create_deal

Create Deal

Create a new deal in a Salesmate pipeline. Deals represent sales opportunities and progress through pipeline stages. They can be linked to contacts and companies.

update_product

Update Product

Update an existing product in the Salesmate product catalog. Only provide the fields you want to change.

get_activity

Get Activity

Retrieve an activity by its ID from Salesmate. Returns all fields including type, due date, and associated records.

get_contact

Get Contact

Retrieve a contact by its ID from Salesmate. Returns all fields including custom fields for the specified contact.

delete_company

Delete Company

Delete a company from Salesmate by its ID. This action is permanent and cannot be undone.

update_company

Update Company

Update an existing company in Salesmate. Only provide the fields you want to change.

More integrations teams use with Salesmate

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 Salesmate

Manage sales pipelines, contacts, companies, deals, and activities in a CRM platform. Create and update contact and company records, track deals across customizable pipeline stages, schedule activities and tasks, and manage a product catalog. Add notes to contacts, companies, deals, and activities. Create and monitor customer support tickets. Manage users and custom module records. Track email conversations and log communications. Subscribe to webhooks for create/update events on contacts, companies, deals, activities, users, and custom modules.

Connect Salesmate to production AI agents

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

Frequently asked questions

Common questions about connecting Salesmate to AI agents with Metorial.

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