Suitedash MCP server

Connect Suitedash to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Suitedash MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the update contact tool in Suitedash
  • Use the create company tool in Suitedash
  • Use the create contact tool in Suitedash
  • Use the update company tool in Suitedash
  • Use the subscribe to marketing audience tool in Suitedash
  • Use the list contacts tool in Suitedash

How teams use Suitedash with agents

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.

Lead capture

Create a contact as a lead from a form or call notes, with custom fields filled in using the names SuiteDash expects.

Lead to client

Promote a contact from prospect to client and attach them to the right company once a deal closes.

Account lookups

Find a company by name before a meeting and return its primary contact and background details.

Audience sync

Subscribe new clients to the onboarding audience so they receive the right email sequence.

Tools to start with

  • Get Metadata: Custom field definitions to read before writing.
  • Create Company: Lead, prospect or client companies.
  • Subscribe to Marketing Audience: Adds contacts to an email audience.

Sign-in and permissions

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.

Supported Tools

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.

create_company

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

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

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

Subscribe to 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

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

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

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

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

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

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.

Connect Suitedash to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Suitedash in Metorial. In your Metorial portal, enable the Suitedash MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Suitedash tools.

Run Suitedash through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Suitedash and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Suitedash tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Suitedash

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

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.

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. 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.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

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.

Technical notes for Suitedash

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.

Frequently asked questions

Common questions about connecting Suitedash to AI agents with Metorial.

  1. How many tools does the Suitedash MCP server have?
    The Suitedash MCP server exposes 11 tools, including Update Contact, Create Company, Create Contact. Each one is governed and traced through Metorial.
  2. Suitedash exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Suitedash MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Suitedash and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Suitedash MCP server yourself or use the hosted gateway.

Connect Suitedash to production AI agents

See how Metorial gives your team governed access to Suitedash, with tracing and security controls built in.