Connect Simplero to AI agents

Connect Simplero 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

list_invoices

List Invoices

Retrieve invoices from Simplero with optional filtering by creation date range, payment date range, or invoice number range. Results can be sorted ascending or descending.

manage_broadcast

Manage Broadcast

Create, list, and retrieve email broadcasts in Simplero. Supports creating broadcasts with scheduling, sending test emails, and viewing broadcast activity (opens, clicks, bounces, unsubscribes).

manage_contact

Manage Contact

Create, update, or look up contacts in Simplero. Supports creating new contacts, updating existing ones by email, finding contacts by email/ID/token, and managing GDPR consent, tags, notes, and custom fields. Use **override** to replace existing values rather than merging. Tags added here are additive; use the dedicated tag management tool to remove tags.

manage_administrator

Manage Administrator

List, create, update, find, or remove account administrators in Simplero. Supports assigning system roles (Co-Owner=1, Admin=2, Basic admin=3, Assistant=8, Support specialist=9, Affiliate manager=10) or custom roles. Can auto-generate credentials and send invitation messages.

manage_product

Manage Product

List products, get product details, and create free purchases for products in Simplero. Also supports searching and looking up existing purchases by email, ID, or token.

manage_list_subscription

Manage List Subscription

Subscribe or unsubscribe contacts from mailing lists, look up existing subscriptions, or list all available mailing lists. Supports single and bulk subscriptions (up to 1,000 at a time). Bulk subscribe is asynchronous and returns a tracking token.

tag_contact

Tag Contact

Add or remove tags from a contact in Simplero. Identify the contact by email, ID, or token. Supports adding and removing tags by name, or using tag IDs for more precise control.

start_automation

Start Automation

Start an automation for a contact in Simplero, or list all available automations. The contact will be created if they don't already exist.

get_course_completions

Get Course Completions

Retrieve course completion progress for a contact across all courses in Simplero. Returns a nested structure with courses, modules, and lessons along with their completion status.

list_tags

List Tags

Retrieve all tags or a specific tag by ID from your Simplero account. Useful for discovering available tag names and IDs for use with the Tag Contact tool.

More integrations teams use with Simplero

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 Simplero

Manage contacts, mailing lists, products, purchases, invoices, and account administrators for an all-in-one online course and membership platform. Create and update contacts with custom fields, tags, GDPR consent, and affiliate attribution. Subscribe and unsubscribe contacts to mailing lists individually or in bulk. List products, look up purchases, and add people to products via webhooks. Retrieve invoices filtered by date or number range. Manage account administrators with role assignments. Receive webhooks for events including list subscriptions, purchases, tag changes, course completions, membership joins, form submissions, event registrations, pipeline updates, email clicks, and affiliate activity.

Connect Simplero to production AI agents

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

Frequently asked questions

Common questions about connecting Simplero to AI agents with Metorial.

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