Crunched
“With Metorial, we've been able to build a single pane of glass across all our data sources, tools, and messaging platforms, and it's worked incredibly well.”
Use cases
Metorial connects AI agents to the product, customer, revenue, and support systems your teams run on. People sign in with company SSO and connect through one Magic MCP link, with no tokens to manage and no code to write.
- 01
Customer support
Agents resolve tier-1 tickets, pull CRM history, and update records, freeing support teams for the complex cases.
- 02
Revenue operations
Agents research accounts, enrich CRM data, and surface next steps so sales and rev-ops move with better context.
- 03
Product operations
Agents triage feature requests, link them to accounts, and track engineering status across tools.
- 04
Customer success
Agents watch usage signals, flag at-risk accounts, and prepare context ahead of success reviews.
Agents reach the systems work happens in
Point agents at the CRM, support, analytics, and product systems your teams already use, through 1000+ 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 is tied to each person’s identity.
Keep AI work visible
Every tool call is traced and access stays scoped to the right team and customer, so broad adoption is easy to approve.
Customer stories
Moonfire
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.
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- 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 Agents
Codex, Claude Code, Cursor, and any other agent can reach the systems your teams already use. Metorial handles the connections, the access, and the visibility, so you do not have to build them yourself.
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- Connect
Reach the tools agents need
Point an agent at Metorial and it can use 1,000 validated integrations, custom providers, and internal systems through one governed layer.
- Control
Limit what agents can do
Define access policies around users, groups, tools, and providers so each agent gets the right level of access.
- Trace
Understand every tool call
Record agent actions, tool inputs, provider responses, and downstream effects for debugging, audits, and operational visibility.
Solution
Metorial Platform
Metorial connects AI agents to your tools, data, and providers, and keeps every connection governed, secure, and observable. One gateway, with access control, tracing, and isolated infrastructure underneath.
lumon-industries.metorial.com
- Foundation
One access layer for every agent surface
Give every team shared integrations, providers, policies, and tracing instead of a separate connector stack for each AI product.
- Control
Manage providers and access centrally
Register and operate providers from one place, with access control and identity built into how agents use tools.
- Trust
Built for production security and visibility
Run connections in isolated infrastructure, check risky traffic, and trace every call so teams can rely on what they ship.
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
Integrations
Start from 1000+ verified integrations or add your own, and give every one a governed path to your agents under existing SSO and access policies.
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- Connect
Any tool, ours or yours
Start with 1000+ verified integrations or add the internal systems and private APIs only your team has as custom, remote, or Docker-based providers.
- Reach
One link for every approved tool
Agents reach the integrations they’re allowed to use through a single connection, with no connector project per tool.
- Govern
Scoped and traceable by default
Access follows the groups and policies you already manage, down to individual tools and actions, and every call stays on the record.
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
1Password Credential Rotation and Vault Audit for Engineering Teams
Audit 1Password vaults for stale or overly shared credentials, generate new secure passwords for service accounts, update the relevant vault items, and log all changes to maintain a clean secrets hygiene record.
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.
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.
Apollo Prospect Sequencing with Slack Deal Room Notifications
Search Apollo for new prospects matching updated ICP criteria, enroll qualified contacts in the right outbound sequences, and notify the sales team in Slack with prospect summaries so reps can personalize follow-up with full context.
App Store Review Monitoring and GitHub Issue Triage
Monitor Google Play app reviews for negative feedback patterns, search GitHub for related known issues, create new issues for untracked problems, and notify the product team in Slack with a weekly review digest.
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.
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 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 PR Review Requests from Linear Issues to GitHub
Engineering teams lose time manually creating GitHub pull requests and linking them back to Linear issues. This workflow reads in-progress Linear issues, checks for associated GitHub branches or PRs, and posts review request reminders to Slack when PRs have been open without review for too long.
Automate SMS and WhatsApp Reengagement Campaigns for Dormant Contacts
Identify contacts in Activetrail who have not engaged with emails in 90 days, segment them into a reengagement group, and launch a targeted SMS or WhatsApp campaign to bring them back into the active funnel.
Bitbucket Pipeline Failure Triage and Issue Creation
When a Bitbucket Pipeline fails, identify the failing step, search for related recent commits, create a Bitbucket issue for the failure, and notify the responsible developer via Microsoft Teams.
Bug Triage from Sentry Errors to GitHub Issues
Monitor Sentry for new critical errors, deduplicate against existing GitHub issues, and automatically open well-structured bug reports with stack trace context so engineers can act immediately without switching between tools.
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.
Classify and Route Typeform Survey Responses into Jira Issues
When customer feedback surveys are submitted via Typeform, the agent reads and classifies responses by theme (bug, feature request, complaint), then creates appropriately labeled Jira issues routed to the right team.
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.
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.
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.
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.
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.
Linear
Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.
Metorial Search
Search the web and fetch readable content from selected pages. Built for fast discovery and content extraction.
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.
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 SaaS.
What can agents connect to?
Agents reach 1000+ verified integrations across CRM, support, and analytics tools, plus your own internal and 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 what that person is allowed to use. You can also scope which tools each team gets with access control.How do agents learn how our team works?
Skills capture how your team does a task as a reusable workflow, written by the people who do the work. Share a skill once and every agent that needs it follows the same approach.Can we see what agents are doing with customer data?
Yes. Every interaction is recorded with full tracing, and access policies keep each agent inside the right customer and team boundaries.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.