Connect Sage Sales Management to Your AI Agent

Inspect entity schemas, read accounts, contacts, and opportunities, and create or update schema-based records. Ask your connected AI assistant to explain the results or carry out the specified operation.

18 tools Custom credential

Connect Sage Sales Management Install OOMOL

Try a Sage Sales Management Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Sage Sales Management

Research an Opportunity

Read a known opportunity and interpret its fields using schema metadata.

/oo Sage Sales Management: Read Sage Sales Management opportunities schema and opportunity [ID], then summarize its returned fields.

Update a Contact Record

Inspect contact fields before applying explicit data changes.

/oo Sage Sales Management: Read Sage Sales Management contacts schema and contact [ID], then update data [specified fields and values].

Start Working with Sage Sales Management

Install OOMOL

Set up oo CLI and the oo Skill in your agent.
Install OOMOL →
Connect Sage Sales Management

Provide Sage Sales Management public and private API keys.
Connect Sage Sales Management →
Give Your Agent a Task

Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →

Choose Your Agent

Codex Claude Code Cursor Hermes

Sage Sales Management public and private API keys.
Entity data depends on the account schema. Read the current schema before constructing data payloads.

Sage Sales Management Tools

Sage Sales Management connects supported service operations to your AI assistant. Inspect entity schemas, read accounts, contacts, and opportunities, and create or update schema-based records.

CRM Reading

Read schemas and account, contact, or opportunity records.

CRM Writes

Create or update schema-shaped accounts, contacts, and opportunities.

18 tools

Get Accounts Schema

Get the Sage Sales Management Accounts schema metadata.

sage_sales_management.get_accounts_schema

List Accounts

List Sage Sales Management accounts with optional filters and pagination.

sage_sales_management.list_accounts

Get Account

Get one Sage Sales Management account by ID.

sage_sales_management.get_account

Create Account

Create one Sage Sales Management account.

sage_sales_management.create_account

Update Account

Update one Sage Sales Management account by ID.

sage_sales_management.update_account

Delete Account

Delete one Sage Sales Management account by ID.

sage_sales_management.delete_account

Get Contacts Schema

Get the Sage Sales Management Contacts schema metadata.

sage_sales_management.get_contacts_schema

List Contacts

List Sage Sales Management contacts with optional filters and pagination.

sage_sales_management.list_contacts

Get Contact

Get one Sage Sales Management contact by ID.

sage_sales_management.get_contact

Create Contact

Create one Sage Sales Management contact.

sage_sales_management.create_contact

Update Contact

Update one Sage Sales Management contact by ID.

sage_sales_management.update_contact

Delete Contact

Delete one Sage Sales Management contact by ID.

sage_sales_management.delete_contact

Get Opportunities Schema

Get the Sage Sales Management Opportunities schema metadata.

sage_sales_management.get_opportunities_schema

List Opportunities

List Sage Sales Management opportunities with optional filters and pagination.

sage_sales_management.list_opportunities

Get Opportunity

Get one Sage Sales Management opportunity by ID.

sage_sales_management.get_opportunity

Create Opportunity

Create one Sage Sales Management opportunity.

sage_sales_management.create_opportunity

Update Opportunity

Update one Sage Sales Management opportunity by ID.

sage_sales_management.update_opportunity

Delete Opportunity

Delete one Sage Sales Management opportunity by ID.

sage_sales_management.delete_opportunity

Frequently Asked Questions

Which keys are required?

Supply both publicApiKey and privateApiKey for the login flow.

How do I choose payload fields?

Read the corresponding entity schema before creating or updating data.

Can I filter record lists?

Lists support where and order plus page and count.