update_contact
Update Contact
Updates an existing contact in SuiteDash CRM. You can update standard fields like name and email, as well as custom fields configured in your account. Use the **Get Metadata** tool to discover available custom fields.
Ask your agent in plain language. Each of these maps to a real tool on the server.
SuiteDash runs the client side of many agencies and consultancies: CRM, projects and client portals in one place. Connecting it lets an agent keep contact and company records current, read custom field definitions before writing, and add the right people to marketing audiences.
Create a contact as a lead from a form or call notes, with custom fields filled in using the names SuiteDash expects.
Promote a contact from prospect to client and attach them to the right company once a deal closes.
Find a company by name before a meeting and return its primary contact and background details.
Subscribe new clients to the onboarding audience so they receive the right email sequence.
SuiteDash connects with the public ID and secret key from its Secure API settings. The key pair acts on the whole SuiteDash account, so use Metorial policies to decide who can create or update records and who can only read them.
Sign-in options on Metorial: API Key.
update_contact
Updates an existing contact in SuiteDash CRM. You can update standard fields like name and email, as well as custom fields configured in your account. Use the **Get Metadata** tool to discover available custom fields.
create_company
Creates a new company in SuiteDash CRM. A primary contact is optional for Leads and required for Prospects and Clients. If a primary contact email is provided and no matching contact exists, one can be created automatically. Companies can be assigned a role of **Lead**, **Prospect**, or **Client**.
create_contact
Creates a new contact in SuiteDash CRM. Contacts can be assigned a role of **lead**, **prospect**, or **client**. Leads do not require an email and have no portal access. Prospects and clients require an email and get portal access. Optionally send a welcome email upon creation.
update_company
Updates an existing company in SuiteDash CRM. You can update the company name, website, phone, address, tags, and background information. At least one field must be provided.
subscribe_marketing_audience
Subscribes one or more contacts to a specific marketing audience in SuiteDash for targeted email campaigns. Use the **Get Metadata** tool to discover available marketing audiences in your account.
list_contacts
Retrieves contacts from SuiteDash CRM. Returns a paginated list of contacts. Specify a page number to navigate through results, or fetch all contacts at once.
get_metadata
Retrieves contact metadata, custom field definitions, and configured options from SuiteDash. Use this before creating or updating contacts or selecting marketing audiences. Use Get Company Metadata for company field definitions.
list_companies
Retrieves companies from SuiteDash CRM. Idle companies are excluded by the provider. Specify a page number to navigate through results, or fetch all available companies at once.
get_company_metadata
Retrieves SuiteDash company attribute definitions and public, private, and target custom field metadata. Use it to discover the company fields configured in your account.
get_company
Finds a SuiteDash CRM company by UID or exact name. Returns the provider response with its primary contact and company custom fields.
get_contact
Finds a SuiteDash CRM contact by UID or email address. Returns the provider response with the contact record, custom fields, and company associations.
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.
Create, retrieve, update, and list contacts and companies in the CRM with full custom field support. Manage projects and tasks, including creation, updates, and search. Subscribe contacts to marketing audiences for email campaigns. Retrieve metadata schemas for custom fields and marketing audiences to enable two-way data sync.
Common questions about connecting Suitedash to AI agents with Metorial.