Connect Booqable to AI agents

Connect Booqable 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

list_payments

List Payments

List payments including charges, authorizations, and refunds. Filter by order or payment status.

update_customer

Update Customer

Update an existing customer's details, including name, email, discount, deposit settings, tax region, and tags. Only provided fields will be updated.

manage_stock

Manage Stock

List, create, or update stock items for trackable products. Stock items represent individual physical items in your inventory with unique identifiers. Use this to add new stock, update identifiers, or view existing stock items.

get_document

Get Document

Retrieve a single document (invoice, quote, or contract) by ID, including associated order details.

get_order

Get Order

Retrieve a single order by ID, including customer, line items, and planning details.

list_locations

List Locations

List all pickup/return locations and warehouses. Locations are physical sites where customers can pick up or return rental items.

update_order

Update Order

Update an existing order's details or progress its status through the workflow. Can update rental dates, customer assignment, discounts, deposits, tags, and status transitions (e.g. draft → reserved → started → stopped).

create_product

Create Product

Create a new product group in Booqable. Product groups are the main catalog entries that contain product variations. Configure name, SKU, pricing, tracking type, and other settings.

archive_customer

Archive Customer

Archive a customer in Booqable. Archived customers are soft-deleted and can be filtered out from listings.

list_documents

List Documents

List invoices, quotes, and contracts. Supports filtering by document type, status, order, and date range.

get_product

Get Product

Retrieve a single product group by ID, including its product variations and pricing details.

get_customer

Get Customer

Retrieve a single customer by their ID, including their properties (addresses, phone numbers, custom fields).

create_customer

Create Customer

Create a new customer record in Booqable. Supports setting name, email, discount percentage, deposit type, tax region, and custom properties.

create_payment

Create Payment

Create a payment charge, authorization, or refund. Charges process direct payments, authorizations hold funds for later capture, and refunds return funds from previous charges.

check_inventory

Check Inventory

Query inventory levels and availability for products. Check stock at specific locations and view breakdowns of available, reserved, and rented inventory.

manage_coupons

Manage Coupons

List, create, or update discount coupons. Coupons can offer percentage or fixed-amount discounts, redeemable online or in the back office.

send_email

Send Email

Send an email to a customer using a Booqable email template. Emails can include order data, customer data, and document attachments.

create_order

Create Order

Create a new rental order in Booqable. Set the rental period, assign a customer, configure discounts and deposits. The order starts in "new" status and can be progressed through the workflow.

list_customers

List Customers

Search and list customers in your Booqable account. Supports filtering by name, email, archived status, and more. Returns paginated results with customer details.

update_product

Update Product

Update an existing product group's details including name, SKU, pricing, description, and store visibility. Only provided fields will be updated.

list_orders

List Orders

Search and list rental orders. Supports filtering by status, customer, date range, and tags. Returns paginated results with order details including rental period, pricing, and status.

list_products

List Products

Search and list product groups in your Booqable catalog. Product groups are the top-level items that contain individual product variations. Supports filtering by name, SKU, tracking type, and archived status.

More integrations teams use with Booqable

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.

Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Dataforseo

Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.

Item

Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.

Technical notes for Booqable

Manage equipment and product rentals through a cloud-based rental platform. Create and manage customers, products, inventory, and rental orders through their full lifecycle (draft, reserved, started, stopped, archived). Track real-time inventory availability across multiple locations and clusters. Process payments, authorizations, and refunds via Stripe or manual methods. Generate and manage invoices, quotes, and contracts with digital signatures. Configure flexible pricing with tiered structures, tax regions, coupons, and discounts. Manage stock items with barcodes and unique identifiers. Send customizable emails to customers with dynamic templates. Organize products into bundles and collections for an online store. Register webhooks for real-time notifications on order, customer, product, payment, and document events.

Connect Booqable to production AI agents

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

Frequently asked questions

Common questions about connecting Booqable to AI agents with Metorial.

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