Industries

See how Metorial applies governed AI agent access to different industries, workflows, and operating contexts.

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Industry

SaaS

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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.

  1. Connect

    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.

  2. Onboard

    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.

  3. See

    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.

Industry

Hardware

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Metorial connects AI agents to the support, supply chain, engineering, and field systems hardware teams run on. People sign in with company SSO and connect through one Magic MCP link, with no tokens or code.

  1. Connect

    Agents reach your operational systems

    Give agents access to support, logistics, engineering, device, and ticketing systems through verified integrations and your own custom providers.

  2. Onboard

    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.

  3. Internal and external

    One layer for every tool

    Internal engineering platforms and off-the-shelf tools reach agents the same way, with every tool call traced.

Industry

Wealth Management

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Metorial connects AI agents to the client, portfolio, CRM, and document systems wealth teams work in. Advisors sign in with company SSO and connect through one Magic MCP link, with access tied to who they are.

  1. Connect

    Agents reach your client systems

    Give agents access to client, portfolio, CRM, and document systems through verified integrations and your own custom providers.

  2. Onboard

    Advisors 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 advisor’s identity.

  3. Account for it

    Every action stays reviewable

    Because access follows the advisor, an agent only reaches the clients they serve, and every interaction is traced for compliance.

Industry

Business Services

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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.

  1. Connect

    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.

  2. Onboard

    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.

  3. Keep it scoped

    Client work stays in its lane

    Access policies keep each agent inside the right client, team, and project, and every interaction is traced.

Industry

Sales and Marketing

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Metorial connects AI agents to the CRM, enrichment, email, and analytics tools your revenue teams live in. People sign in with company SSO and connect through one Magic MCP link, with no tokens or code.

  1. Connect

    Agents reach your GTM tools

    Give agents access to Salesforce, HubSpot, enrichment, email, and analytics tools through 1000+ verified integrations plus your own custom providers.

  2. Onboard

    Reps and marketers 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.

  3. Stay in control

    Bounded action in customer-facing tools

    Decide what agents can read, write, or trigger in customer-facing systems, and trace every interaction.

Industry

Legal

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Metorial connects AI agents to the document, contract, matter, and knowledge systems legal teams work in. People sign in with company SSO and connect through one Magic MCP link, with access tied to who they are.

  1. Connect

    Agents reach your legal systems

    Give agents access to document management, contract, matter, and knowledge systems through verified integrations and your own custom providers.

  2. Onboard

    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.

  3. Privilege

    Matter boundaries hold

    Because access follows the person, an agent only reaches the matters they are cleared for, and every interaction is traced.

Industry

Finance

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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.

  1. Connect

    Agents reach your finance systems

    Give agents access to accounting, ERP, planning, procurement, and reporting tools through verified integrations plus your own custom providers.

  2. Onboard

    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.

  3. Account for it

    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.

Company Size

Startups

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Metorial connects agents to real tools through one API, SDKs, and a CLI, with access, identity, and tracing built in. Connect your own team just as fast, with company SSO and one Magic MCP link.

  1. Build

    Connect agents to real tools fast

    Use the API, SDKs, CLI, and 1000+ verified integrations plus your own custom providers instead of hand-building every connector.

  2. Onboard

    Your team connects in one step

    People 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.

  3. Ship ready

    Production controls from day one

    Access control and tracing come standard, so you can answer customer security questions without retrofitting later.

Company Size

Scale-ups

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Metorial connects AI agents to the tools your teams already use and onboards new people with company SSO and one Magic MCP link. As you grow, access control and tracing keep up without becoming a project.

  1. Adopt

    Every team gets working agents

    Teams reach the tools they already use through 1000+ verified integrations plus your own custom providers, on one shared layer instead of one-off connectors.

  2. Onboard

    New 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.

  3. Keep pace

    Controls that scale with you

    Access policies and tracing apply across every team and tool, so growing adoption stays easy to manage and review.

Company Size

Enterprise

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Metorial connects AI agents to the tools and data your teams already use, and onboards people in minutes with company SSO and one Magic MCP link. The access control, security, and visibility the enterprise needs sit underneath.

  1. Adopt

    Agents that do real work

    Give every team agents that reach the tools and data they already use, through 1000+ verified integrations plus your own custom providers.

  2. Onboard

    People connect in minutes

    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.

  3. 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.

People

Operators

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Metorial connects AI agents to the tools operators live in: tickets, CRM, docs, spreadsheets, internal systems, and chat. Sign in with company SSO, connect through one Magic MCP link, and skip the tokens and code.

  1. Connect

    Agents do real cross-system work

    Give agents access to tickets, internal systems, docs, spreadsheets, and chat through verified integrations and your own custom providers.

  2. Onboard

    No setup, no code

    Sign in with company SSO and connect through one Magic MCP link. Nothing to wire up, no tokens to manage, and access is tied to who you are.

  3. Share how you work

    Capture a workflow once

    Write down how your team does a task as a Skill, and every agent that needs it follows the same steps.

Ready to connect agents to industry workflows?

Use Metorial to give AI agents governed access to the tools, data, and systems your teams rely on.

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