Connect Appcues to AI agents

Connect Appcues 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

get_user_events

Get User Events

Retrieve recent event history for a specific user in Appcues. Returns events with their names, timestamps, and attributes. Supports limiting the number of results and specifying a time zone.

get_experience

Get Experience

Retrieve detailed information about a specific Appcues experience by its ID and type. Returns full metadata including name, publish status, frequency, steps, and tags.

track_user_event

Track User Event

Track a custom event for a user in Appcues. Events are immediately available for flow targeting but take several minutes to appear in analytics/insights. Can include optional attributes and group association.

publish_experience

Publish Experience

Publish or unpublish an Appcues experience. Supports all experience types: flows, pins, banners, launchpads, checklists, mobile experiences, NPS surveys, and embeds. Publishing makes the experience visible to users; unpublishing hides it.

manage_segment_members

Manage Segment Members

Add or remove user IDs from a segment in bulk. Membership changes are processed asynchronously. You can also export segment membership to retrieve a list of users in the segment.

list_tags

List Tags

List all tags used to organize experiences in your Appcues account. Tags can be used to filter and categorize flows, checklists, and other experience types.

list_segments

List Segments

List all user segments in your Appcues account. Segments are used to group users for targeted experience delivery.

update_segment

Update Segment

Update an existing segment's name or description in Appcues.

get_job_status

Get Job Status

Check the status of an asynchronous job in Appcues. Many operations like bulk imports, exports, segment membership changes, and user deletions are processed asynchronously and return a job ID. Use this tool to monitor job progress and completion.

create_segment

Create Segment

Create a new user segment in Appcues. Segments can be populated with users later using the "Manage Segment Members" tool.

delete_segment

Delete Segment

Delete a user segment from Appcues. This permanently removes the segment definition and its membership data.

export_events

Export Events

Export event data from Appcues matching specified conditions and time ranges. Supports filtering by flow, checklist, NPS, segment, event name, and custom attributes. The export is processed asynchronously — use the "Get Job Status" tool to track progress.

list_experiences

List Experiences

List all experiences in your Appcues account. Supports filtering by experience type to retrieve flows, pins, banners, launchpads, checklists, mobile experiences, NPS surveys, or embeds. Returns key metadata including publish status, name, and tags.

get_user_profile

Get User Profile

Retrieve an end-user's profile from Appcues. Returns all stored profile properties for the user, which are used for experience targeting and personalization.

update_group_profile

Update Group Profile

Update profile properties for a group (account/company) in Appcues. Group properties can be used for targeting experiences at the group level. Also supports associating users with the group.

get_group_profile

Get Group Profile

Retrieve a group (account/company) profile from Appcues. Group properties are used for targeting experiences at the group level.

delete_user_profile

Delete User Profile

Delete an end-user's profile from Appcues. This resets their experience state (re-enables one-time flows, resets checklist progress) but does **not** remove analytics data. The operation is processed asynchronously.

update_user_profile

Update User Profile

Update profile properties for an end-user in Appcues. Properties are applied synchronously and immediately available for flow targeting and personalization. Pass key-value pairs to set or update.

More integrations teams use with Appcues

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.

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.

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.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Technical notes for Appcues

Manage in-app product adoption experiences including onboarding flows, tooltips, banners, checklists, and NPS surveys. Create, publish, and unpublish web flows, pins, banners, launchpads, checklists, and mobile experiences. Read, update, and delete end-user profiles and group profiles for targeting and personalization. Track custom user events and retrieve event history. Create, update, and manage user segments with bulk user ID uploads. Import user profiles, group profiles, and events in bulk via CSV or JSON. Export event data with flexible filtering by flow, checklist, NPS, segment, or custom attributes. Configure ingestion filtering rules to control which attributes and events are stored. Manage SDK authentication keys for identity verification. Receive real-time webhook events for NPS interactions, flow completions, checklist progress, banner dismissals, email delivery, and push notifications.

Connect Appcues to production AI agents

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

Frequently asked questions

Common questions about connecting Appcues to AI agents with Metorial.

  1. Can Metorial connect Appcues to AI agents?
    Yes. Metorial connects AI agents to Appcues 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.