Connect Beamer to AI agents

Connect Beamer 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

add_comment

Add Comment

Add a comment to a Beamer post or feature request. Supports both post comments and feature request comments. Optionally associate the comment with a user.

list_posts

List Posts

Search and list Beamer posts with optional filters. Filter by category, date range, publication status, segmentation, and more. Returns up to 10 posts per page with pagination support.

get_unread_count

Get Unread Count

Retrieve the number of unread Beamer posts for a user, along with the feed URL. Useful for showing notification badges and linking to the changelog feed. Supports segmentation and user identification.

delete_post

Delete Post

Permanently delete a Beamer post by its ID. This action cannot be undone.

create_feature_request

Create Feature Request

Create a new feature request or idea in Beamer. Supports multi-language translations, status tracking, visibility settings, and user attribution.

get_post

Get Post

Retrieve a specific Beamer post by its ID. Returns full post details including translations, category, engagement metrics (views, clicks, reactions), and display settings.

create_post

Create Post

Create a new changelog post or announcement in Beamer. Supports multi-language translations, categories (new, improvement, fix, or custom), scheduling, segmentation filters, and rich HTML content. Can target specific users or user segments.

list_nps_responses

List NPS Responses

Retrieve NPS (Net Promoter Score) survey responses. Filter by date range, score range, and search feedback text. Useful for analyzing customer satisfaction trends.

check_nps

Check NPS Eligibility

Check whether a user is eligible to receive an NPS (Net Promoter Score) survey prompt based on your Beamer NPS settings. Returns the NPS prompt URL if the user qualifies. Useful for native mobile apps or custom NPS implementations.

list_feature_requests

List Feature Requests

Search and list Beamer feature requests with optional filters. Filter by status, category, date range, visibility, and text search. Supports pagination.

delete_feature_request

Delete Feature Request

Permanently delete a Beamer feature request by its ID. This action cannot be undone.

update_feature_request

Update Feature Request

Update an existing Beamer feature request. Modify translations, status, visibility, notes, and user attribution. Only provided fields will be updated.

vote_feature_request

Vote on Feature Request

Add a vote to a Beamer feature request. Optionally associate the vote with a user. Votes help determine priority of feature requests.

add_reaction

Add Reaction

Add a reaction (positive, neutral, or negative) to a Beamer post. Optionally associate the reaction with a user.

update_post

Update Post

Update an existing Beamer post. Modify content, translations, category, scheduling, segmentation, and display settings. Only provided fields will be updated.

More integrations teams use with Beamer

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.

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.

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.

Technical notes for Beamer

Create, read, update, delete, and search changelog posts and announcements. Schedule and target posts to specific user segments with categories, translations, and rich media. Collect and manage feature requests and ideas from users. Add comments to posts and feature requests. Check NPS survey eligibility for users and retrieve NPS prompt URLs. Retrieve unread post counts and feed URLs. Receive webhooks for new posts, comments, reactions, and NPS scores.

Connect Beamer to production AI agents

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

Frequently asked questions

Common questions about connecting Beamer to AI agents with Metorial.

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