Moonfire
Use cases
Metorial connects AI agents to the accounting, ERP, planning, procurement, and reporting systems finance teams run on. People sign in with company SSO and connect through one Magic MCP link, with access tied to who they are.
- 01
Reporting support
Agents pull figures from ERP and planning systems to help analysts draft reports, reconcile numbers, and prepare summaries without switching tools.
- 02
Procurement operations
Agents check vendor records, track approval status, and surface procurement context so teams move requests forward without manual follow-up.
- 03
FP&A research
Agents gather financial data across systems so analysts can model, compare, and annotate forecasts with the source context attached.
- 04
Audit preparation
Agents surface relevant records, trace prior changes, and organize documentation so finance and compliance teams respond to audits faster.
Agents reach your finance systems
Give agents access to accounting, ERP, planning, procurement, and reporting tools through verified integrations plus your own 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 stays tied to each person’s identity.
Every action stays reviewable
Tool calls are traced and access policies keep agents within the records each person is permitted to use, so sensitive work stays auditable.
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.
lumon-industries.metorial.com
- 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
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.
lumon-industries.metorial.com
- 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.
lumon-industries.metorial.com
- 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 Snowflake Revenue Data into Microsoft Fabric for Finance Reporting
The agent queries Snowflake for monthly revenue, churn, and expansion metrics, stages the results in Microsoft Fabric's OneLake, and triggers a Data Factory pipeline to refresh the finance reporting dataset.
Analyze Tableau Dashboard Usage and Report Access Anomalies via Email
BI and data governance teams need visibility into who is accessing sensitive Tableau dashboards and whether permissions are correctly scoped. This workflow audits Tableau workbook permissions, identifies users with access beyond their role, and sends a summary report to the data governance team via Outlook.
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.
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.
Compile Wealth Management Client Briefings from Web Research and Outlook Calendar
Before a client meeting, automatically research the client's company and portfolio context online, pull upcoming calendar details from Outlook, and compile a structured pre-meeting briefing for the advisor.
Enrich Salesforce Accounts with Live Web Intelligence
Keep Salesforce account records current by periodically researching each account online, extracting key firmographic signals, and writing enriched data back without manual data entry.
Finance Procurement Request Processing
When a procurement request arrives by email, validate the vendor IBAN, check currency exchange rates for international payments, create a tracked task in Outlook, and notify the finance team in Microsoft Teams.
FP&A Reporting Support with Exchange Rate Normalization
Pull financial records from Salesforce, normalize multi-currency revenue figures using live exchange rates, and compile a consolidated revenue report posted to the finance Microsoft Teams channel.
Generate Azure Repos Pull Request Summaries and Post to Microsoft Outlook
After a pull request is completed in Azure Repos, automatically generate a plain-language change summary and email it to the relevant stakeholders via Microsoft Outlook so non-technical recipients stay informed.
Generate Client-Ready Audit Summaries from 21Risk Data
Compliance managers at business services firms spend hours extracting audit findings from 21Risk and formatting them for client reports. This workflow retrieves audit data, corrective actions, and compliance status for a site, then compiles a structured summary ready for client review.
Manage SharePoint Document Access During Employee Offboarding
When employees leave, IT and HR teams need to revoke document access across SharePoint quickly to prevent unauthorized data access. This workflow reviews the departing employee's SharePoint permissions across sites and document libraries, removes their access, and logs the changes for compliance records.
Monitor Salesforce Pipeline Health and Send Weekly Digest to Microsoft Teams
Each week, the agent queries Salesforce for at-risk opportunities, overdue tasks, and stale deals, then compiles a pipeline health digest and posts it to the revenue team's Microsoft Teams channel.
Monitor Tableau Dashboard Data and Alert via Slack on Anomalies
Periodically export key Tableau view data, compare metrics against expected thresholds, and post Slack alerts when business KPIs fall outside acceptable ranges so operations teams can act fast.
Outlook Email Triage and Task Creation for Operations Teams
Process an inbox of incoming operational requests, categorize each email by request type, create tracked tasks with due dates, and send acknowledgment replies so requestors know their request is in the queue.
Integrations
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.
Microsoft Teams
Send, read, update, and delete messages in channels and chats. Create and manage teams, channels, and memberships. Schedule and manage online meetings, access call recordings and transcripts. Monitor user presence status in real time. Manage shifts, schedules, and time-off requests for frontline workers. Install and configure apps and tabs within teams. Send activity feed notifications to users. Subscribe to change notifications (webhooks) for messages, chats, teams, channels, memberships, presence, and meeting events. Create and manage tags for @mentioning user groups. Generate usage reports and import historical message data from other platforms.
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.
Tableau
Manage Tableau Cloud and Tableau Server resources through the Tableau REST API. Query and manage workbooks, data sources, views, custom views, flows, users, groups, projects, permissions, favorites, collections, jobs, and data-driven alerts. Export views as CSV, PNG, or PDF.
Abstract
Validate, enrich, and look up data through a suite of utility APIs. Validate email addresses for deliverability, format, and risk (disposable, spam trap, role-based detection). Validate and identify phone numbers with carrier, line type, and location details. Geolocate IP addresses and detect VPNs, proxies, and TOR usage. Enrich company data from domains or emails. Retrieve live and historical currency exchange rates and perform conversions. Look up public holidays by country and date. Get current time and convert between timezones. Scrape web page content from URLs. Capture website screenshots. Compress and optimize images. Generate user avatars. Validate VAT numbers and retrieve VAT rates. Validate IBAN bank account numbers.
Airtable
Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.
Frequently asked questions
Common questions about Finance.
Can agents connect to our ERP and accounting systems?
Yes. Agents reach ERP, accounting, planning, and reporting systems through verified integrations and your own custom providers, all through the same Magic MCP link.Can an agent reach more than the person using it?
No. Connections are tied to the person’s identity, so an agent only ever reaches the financial records and systems that person is permitted to use. Access control lets you scope this further by team.How do agents learn how our finance team works?
Skills capture how your team handles a task, like a reconciliation or a reporting workflow, as a reusable approach written by the people who do it.Can we audit what agents did in finance systems?
Yes. Every interaction is recorded with full tracing on the real identity behind it, so finance and compliance teams 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.