Connect Affinda to AI agents

Connect Affinda to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

upload_document

Upload Document

Upload a document to Affinda for AI-powered parsing and data extraction. Supports uploading via a publicly accessible URL. The document will be processed according to the workspace or collection configuration, extracting structured data such as resume fields, invoice line items, or other document-specific data points. Set **wait** to `true` to receive parsed results immediately, or `false` to get the document identifier and poll later.

batch_update_annotations

Batch Update Annotations

Update multiple document annotations in a single request. Use this to programmatically correct or confirm extracted data points. Each update specifies an annotation ID and the new values to set.

delete_document

Delete Document

Permanently delete a document from Affinda. This removes the document and all its extracted data from the database. This action cannot be undone.

match_resume_to_job

Match Resume to Job

Get a compatibility score between a specific resume and a specific job description. Returns an overall match score (0 to 1) along with category-level breakdowns for skills, experience, education, and more. Both the resume and job description must already be uploaded and parsed in Affinda.

search_and_match

Search & Match

Search through parsed resumes or job descriptions using Affinda's Search & Match algorithm. Match resumes against job descriptions or vice versa, or search using custom criteria like job titles, skills, experience, education, and location. Returns a ranked shortlist with matching scores for each category.

list_annotations

List Annotations

Retrieve all annotations (extracted data points) for a specific document. Each annotation represents a field extracted by the AI model, such as a name, date, amount, or address.

list_documents

List Documents

List and search documents in Affinda. Filter by workspace, collection, processing state, tags, or search by filename. Supports pagination and sorting. Use this to browse uploaded documents or find specific ones.

redact_resume

Get Redacted Document

Retrieve Affinda's redacted PDF for a parsed document. The original document is not modified. The PDF file is returned as a Slate attachment and structured output is limited to metadata.

list_workspaces

List Workspaces

List all workspaces within an organization. Workspaces are logical project containers where documents are processed. Optionally filter by name.

list_organizations

List Organizations

List all organizations accessible with the current API key. Organizations are the top-level containers that hold workspaces, document types, and team members. Use this to discover organization identifiers needed for workspace and document type operations.

get_document

Get Document

Retrieve a specific document and its extracted data from Affinda. Returns document metadata, processing state, and the structured data extracted by the AI model. Use this to check parsing status or fetch results for a document uploaded with `wait: false`.

create_workspace

Create Workspace

Create a new workspace within an organization. A workspace is a logical container for document processing that can have its own configuration, document types, and access permissions.

delete_workspace

Delete Workspace

Permanently delete a workspace and all its contents. This removes the workspace, its collections, and all documents within it. This action cannot be undone.

list_document_types

List Document Types

List available document types (extractors) configured in your Affinda account. Document types define the AI model configuration for specific document kinds such as resumes, invoices, bank statements, passports, etc. Use this to discover available document type identifiers for uploading documents.

manage_tags

Manage Tags

List, get, create, update, delete, add, and remove Affinda tags. Tags group documents and can be used as filters when listing documents.

list_validation_results

List Validation Results

List Affinda validation results for a document. Use this to inspect validation rule outcomes after a document has been parsed and reviewed.

update_document

Update Document

Update Affinda document metadata and lifecycle state. Use this to rename a document, move it to another workspace or collection, update custom identifiers, set an expiry time, archive, confirm, reject, or skip parsing.

manage_search_indexes

Manage Search Indexes

List and manage Affinda Search & Match indexes and indexed documents. Use indexes to make parsed resumes or job descriptions searchable before calling Search & Match tools.

More integrations teams use with Affinda

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.

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.

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.

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.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

Technical notes for Affinda

Extract structured data from documents using AI-powered parsing. Upload resumes, invoices, bank statements, passports, job descriptions, and other documents (PDF, DOCX, JPG, PNG, etc.) to receive clean structured JSON output. Classify documents automatically by type, validate extracted data with configurable rules, and redact sensitive information from resumes. Match resumes against job descriptions to rank candidates or jobs. Manage workspaces, collections, organizations, and document annotations. Receive webhook notifications when documents are parsed or validated.

Connect Affinda to production AI agents

See how Metorial gives Affinda access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Affinda to AI agents with Metorial.

  1. Can Metorial connect Affinda to AI agents?
    Yes. Metorial connects AI agents to Affinda through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.