record_ad_performance
Records ad performance data (spend, clicks, impressions) for a specific date. Supports creating ad campaigns, ad sets, and individual ads inline along with the performance data. If the ad and date combination already exists, the existing performance data will be updated. Ad hierarchies (Campaign → Ad Set → Ad) can be created in a single call. Spend amounts are in **cents**.
get_customer_journey
Retrieves the full customer journey for contacts within a report, including page view events, tags, orders, subscriptions, and list memberships. Provides detailed attribution data such as UTM parameters, referrer URLs, ad IDs, and geographic information for each touchpoint. Use the **extend** parameter to include additional data dimensions.
manage_tags
Adds or removes tags from a contact in SegMetrics. Tags can be specified as tag IDs, tag names, or full tag objects with id, name, and date. Use this to sync segmentation or lifecycle stage data from external systems.
upsert_product
Creates a new product or updates an existing one in a SegMetrics integration. Products are referenced by invoices and subscriptions. If the product ID already exists, the product will be updated.
upsert_subscription
Creates a new subscription or updates an existing one for a contact in SegMetrics. If the subscription ID already exists, it will be updated. Adding a subscription does **not** automatically create an associated order — that must be done separately using the Create or Update Order tool. All monetary amounts are specified in **cents**.
delete_contact
Permanently deletes a contact from a SegMetrics integration. This action **cannot be undone**. Associated invoices and purchases are **not** deleted. If an email address is used, all contacts in the integration with that email will be deleted.
upsert_order
Creates a new order (invoice) or updates an existing one for a contact in SegMetrics. If the order ID already exists, it will be updated. Each order includes line items with product details. If a product referenced in a line item doesn't exist, it is automatically created. All monetary amounts are specified in **cents** (e.g., 4999 = $49.99).
delete_subscription
Permanently deletes a subscription from a SegMetrics integration. This action **cannot be undone**.
upsert_contact
Creates a new contact or updates an existing one in a SegMetrics integration. Contacts are matched by **contact_id** (priority) or **email**. Supports setting name, status, UTM parameters, geographic data, custom fields, and tags. When updating custom fields, values are appended to existing data — set a value to `null` to remove it. When tags are provided here, they **replace** existing tags. Use the dedicated tag tools to add/remove tags incrementally.
identify_visitor
Identifies a website visitor by connecting a SegMetrics session UID to a contact email address. This is the server-side equivalent of the JavaScript `identify` command. Useful for identifying contacts from webhooks or backend systems without the JavaScript snippet. The session UID is available in the browser via `_segs.data.uid`.
get_contact
Retrieves the full customer journey and details for a single contact from SegMetrics. Returns contact information including name, email, status, custom fields, and optionally their events, tags, orders, subscriptions, and list memberships.
delete_order
Permanently deletes an order (invoice) from a SegMetrics integration. This action **cannot be undone**.
get_report
Retrieves report data from SegMetrics for a saved report. Returns KPIs, graph data (time series), and tabular breakdowns. Supports four report types: **leads**, **revenue**, **ads**, and **subscriptions**. The report ID corresponds to a saved report created in the SegMetrics UI.
Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.
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. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.
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.
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.
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.
Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.
Import and retrieve marketing attribution and analytics data. Create, update, and delete contacts with UTM parameters, tags, and custom fields. Manage orders/invoices with line items and refund status. Create and manage subscriptions with billing cycle configuration. Track ad performance including spend, clicks, and impressions across campaigns, ad sets, and ads. Retrieve saved reports for leads, revenue, ads, and subscriptions with KPIs, time series graphs, and tabular breakdowns. Access full customer journey data including page views, tags, orders, and attribution touchpoints. Identify website visitors and link them to CRM contacts.
Common questions about connecting Segmetrics to AI agents with Metorial.
