Crunched
Use cases
Metorial connects AI agents to the CRM, project, document, and communication systems your teams use to serve clients. People sign in with company SSO and connect through one Magic MCP link, with work scoped to the right client.
- 01
Client research
Agents pull account history, relationship context, and project status from CRM and delivery tools so teams walk into every client conversation prepared.
- 02
Delivery coordination
Agents track task status, surface blockers, and prepare project summaries so managers spend less time on manual updates.
- 03
Knowledge support
Agents find prior work, templates, and internal know-how relevant to a current engagement, without anyone hunting across systems.
- 04
Operations and billing
Agents review time records, track billing milestones, and surface financial status per engagement so operations stays on top of delivery health.
Agents reach your client systems
Give agents access to the CRM, project, document, and communication tools your teams use to deliver, through verified integrations and custom providers.
People connect in one step
Sign in with company SSO and connect through one Magic MCP link, with no tokens to manage and no code to write. Access is tied to each person’s identity.
Client work stays in its lane
Access policies keep each agent inside the right client, team, and project, and every interaction is traced.
Customer stories
Solution
Metorial for Workforce
Connect agents to your real systems, share the knowledge that makes them helpful, and keep every action governed and visible, no tokens or code required.
lumon-industries.metorial.com
- Connect
Agents reach the systems where work happens
Give teams access to agents that can use business tools, data sources, and enterprise systems through governed integrations and MCP-compatible providers.
- Govern
Access follows users and teams
Apply policies across users, groups, providers, and tools so agents act with the right permissions instead of unmanaged shared credentials.
- Observe
Every interaction is traceable
See which agent acted, which user authorized it, which tool was called, and what happened, so AI adoption stays visible to security and operations teams.
Solution
Metorial for Enterprise
Connect AI agents to the tools and data your teams already use, onboard people in minutes with company SSO and one link, and keep the access control, security, and visibility the enterprise needs underneath.
lumon-industries.metorial.com
- Adopt
Agents that do real work
Give every team agents that reach the tools and data they already use, so people get value on day one instead of waiting on setup.
- Connect
Onboarding that just works
People sign in with company SSO and connect through one Magic MCP link, with no tokens to manage and no code to write.
- Enterprise-ready
The controls you need, built in
Access control, security checks, and full tracing come standard, so broad adoption stays governed without slowing anyone down.
Product
Portals
Metorial Portals lets employees connect AI agents to the integrations and skills your company already uses. People sign in with company SSO and connect through one Magic MCP URL. Admins decide who gets access to what.
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- Browse
A catalog of approved tools and skills
Employees open Metorial Portals to find the integrations and skills your company approved, in one familiar place, with no setup to figure out.
- Connect
One link to start working
People connect their agent through a single Magic MCP URL and sign in with the company login they already have, with no tokens to manage.
- Govern
Each person sees only what they should
Access groups and policies decide which tools and skills appear for each person, and people can request more when they need it.
Product
Magic MCP
Magic MCP is a single URL you paste into your AI client. Sign in with the login you already use, and your agent reaches every integration and tool you allow it to use.
lumon-industries.metorial.com
- One URL
Paste one link into any agent
Drop a single Magic MCP URL into any MCP-compatible client. Nothing to install and no integration to wire up tool by tool.
- Every tool
1000+ integrations, plus your own
The same link reaches a growing catalog of verified integrations and the custom or remote MCP servers only your team has, kept current for you.
- Your access
Only what you allow, never more
Sign in with the identity you already use and stay tokenless. Behind the link, every call runs on the real user and reaches only the tools they’re allowed.
Product
Skills
A skill is a reusable workflow that teaches an agent how your team does a task, written by the people who actually do the work. Write it once, attach the tools it needs, and share it across your organization.
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- Write
Captured by the people who do the work
Experts write a skill in a collaborative editor, the way they’d brief a new teammate. No code or setup required.
- Connect
Comes with the tools it needs
Each skill carries the integrations it relies on through one connection, so an agent gets the workflow and the tools together.
- Share
Sharing made easy
Publish once and skills appear in the agent clients your teams already use, staying in sync with no reinstalling.
Product
Access Control
Sign in with company SSO, set policies per user and group, and let agents act on real identity across Portals and Magic MCP.
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- Who
People, groups, and agents
People sign in with your existing identity, and groups, service accounts, and each agent are governed the same way. Non-human access is never an exception.
- What
Agents, tools, and providers
Decide which agents can act and which tools, actions, and providers each one can reach. Allow a provider while still blocking specific tools.
- How
Set once, enforced everywhere
Policies follow the real user behind every agent, cap what any single agent can do, and can be revoked the moment someone leaves.
Product
Tracing
Metorial keeps a complete, searchable record of everything your agents, team, and machines do. See exactly what happened and trust AI in production.
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- Capture
Recorded automatically
Every session, message, and tool call is recorded the moment it happens, with nothing for your team to set up.
- Attribute
Which agent, on whose behalf
Every action ties back to the exact agent that took it and the real person behind it. Nothing happens anonymously.
- Review
Search and replay anything
Monitor activity as it happens, then search past interactions and replay full sessions to answer questions from security and leadership.
Workflows
Aggregate Compliance Audit Findings and Notify Responsible Teams
Pull overdue corrective actions and non-compliant audit findings from 21 Risk, then route notifications to the responsible site teams via Slack so issues are acted on promptly.
Aggregate Customer Health Signals from Salesforce and Slack for Success Reviews
Customer success managers prepare for quarterly business reviews by manually pulling together account data from multiple sources. This workflow queries Salesforce for account and opportunity data, searches Slack for recent customer mentions, and compiles a health summary ready for the QBR meeting.
Asana Project Kickoff from Salesforce Won Opportunity
When a Salesforce opportunity is marked closed-won, automatically create a structured Asana project with standard delivery sections and tasks, assign team members, and notify the delivery team so work can start without manual handoff.
Audit SharePoint Document Permissions Across Sites and Report Violations
Scan SharePoint sites and document libraries to identify files with overly broad sharing permissions or unexpected external access, compile an audit report, and send it to the compliance team via email.
Auto-Generate OpenAI Embeddings for SharePoint Documents to Power Search
The agent scans a SharePoint document library for new or recently updated files, extracts their text content, generates embeddings via OpenAI, and stores them in a vector store to enable semantic search across the knowledge base.
Automate Client Appointment Reminders via Acuity and Gmail
Service businesses with high appointment volumes see no-show rates climb when reminder workflows are manual or inconsistent. This workflow checks upcoming Acuity appointments, reviews each client record, and sends personalized reminder emails via Gmail with appointment details and any required preparation instructions.
Automate HubSpot Ticket Creation from Agent Mail Inbound Emails
When support emails arrive in an Agent Mail inbox, extract key details, check for existing HubSpot contacts, create a support ticket, and send an automated acknowledgment reply—all without human triage.
Automate Salesforce Opportunity Updates from Email Conversations
Revenue teams lose deal context when key email exchanges never make it back to Salesforce. This workflow searches Outlook for recent email threads related to open opportunities, summarizes the key developments, and updates the corresponding Salesforce opportunity records to keep the CRM accurate.
Automate Shopify Order Fulfillment Alerts via Twilio SMS
When Shopify orders meet specific criteria—high value, specific product type, or delayed fulfillment—send automated SMS alerts to the operations team via Twilio so nothing falls through the cracks.
Build a Prospect Research Brief Using Web Search and Apollo Data
Before an account executive calls a prospect, the agent searches the web for company news and competitive positioning, cross-references Apollo for contact details and org structure, and compiles a pre-call research brief.
Build and Maintain a SharePoint Knowledge Base from Slack Conversations
Identify valuable answers and decisions shared in Slack channels, extract the content, and save it as organised documents in SharePoint so institutional knowledge is preserved and searchable across the organisation.
Bulk Upsert Salesforce Leads into Item CRM After Web Research Enrichment
The agent pulls a list of Salesforce leads, enriches each one with web research on their company and recent activity, then bulk upserts the enriched records into Item CRM with updated fields and contact notes.
Client Account Health Monitoring for Customer Success
Pull CRM data on accounts approaching renewal, cross-reference support ticket history, and generate a prioritized health report posted to Slack so customer success managers know which accounts need immediate attention.
Compile Competitive Intelligence Briefings from Web Research
Research competitor websites, recent news, and product announcements using web search, then compile structured briefings that are posted to a Slack channel for the go-to-market team.
Compile Competitive Intelligence Reports from Web Research into SharePoint
The agent searches the web for competitor product updates, pricing changes, and press coverage, extracts structured intelligence from the top sources, and saves a formatted competitive report to a SharePoint document library for the product and sales teams.
Integrations
Slack
Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.
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.
Metorial Search
Search the web and fetch readable content from selected pages. Built for fast discovery and content extraction.
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.
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. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.
Sharepoint
Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. 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.
Agent Mail
Create and manage email inboxes for AI agents to send, receive, and reply to emails programmatically. Organize conversations with threads, labels, and drafts. Search emails semantically across inboxes. Extract structured data from unstructured emails and auto-categorize messages with custom prompts. Manage custom domains, contact/mailing lists, and multi-tenant pods. Subscribe to webhook and WebSocket events for message delivery, bounces, complaints, and domain verification. Supports IMAP and SMTP access alongside the REST API.
Frequently asked questions
Common questions about Business Services.
What can agents connect to?
Agents reach 1000+ verified integrations across CRM, project, document, and communication tools, plus your own custom providers, all through the same link.How do we keep one client’s work separate from another’s?
Connections are tied to each person’s identity, and access control policies keep agents inside the right client, team, and project, so work never crosses boundaries.How do agents learn how our team delivers?
Skills capture how your team runs an engagement as a reusable workflow, written by the people who do the work, so every agent follows the same approach.Can we review what agents did on an account?
Yes. Every interaction is recorded with full tracing on the real identity behind it, so you can see which agent acted, on whose behalf, and what happened.Does it work with our identity provider?
Yes. Connect your provider with SSO and SAML and we import your groups, so the access people already have maps straight into Metorial.