Connect Breeze to AI agents

Connect Breeze 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

manage_volunteer_roles

Manage Volunteer Roles

List, create, or remove volunteer roles for an event instance. Roles define the positions that volunteers can fill. Each role has a name and an optional quantity requirement.

list_profile_fields

List Profile Fields

Retrieve the profile field definitions (schema) for person records. Returns all sections and fields including their IDs, names, types, and options. Useful for discovering field IDs before creating or updating people.

update_person

Update Person

Update an existing person's profile fields. Accepts a map of profile field IDs to new values. Use **List Profile Fields** to discover available field IDs and types.

delete_person

Delete Person

Permanently delete a person record from the church database by their ID.

manage_attendance

Manage Attendance

Check a person in or out of an event instance, or remove their attendance record. Supports recording arrival (check-in) and departure (check-out) timestamps.

list_people

List People

List people from the church database with optional filtering. Supports filtering by tags, status, and custom profile fields. Returns basic info (ID and name) by default, or full details when requested.

get_account

Get Account

Retrieve account summary information including organization name, subdomain, timezone, and country details.

list_forms

List Forms

List all forms in the church account. Optionally filter by active or archived status. Can also retrieve form field definitions for a specific form.

list_events

List Events

List church events with optional filtering by date range and calendar/category. Also retrieves available calendars and event locations when requested.

assign_tag

Assign or Unassign Tag

Assign or unassign a tag to/from a person. Tags are used to categorize and group people in the database.

list_attendance

List Attendance

List attendance records for an event instance. Optionally include full person details and filter by attendance type. Can also retrieve the list of people eligible for check-in.

get_event

Get Event

Retrieve detailed information about a specific event instance. Optionally include the event's schedule (related series instances).

add_contribution

Add Contribution

Record a financial contribution (donation/gift). Supports specifying the donor, amount, fund allocations (including split-fund gifts), payment method, batch grouping, and a unique external ID for donor matching.

list_tags

List Tags

List all tags and tag folders in the church database. Returns tags with their IDs, names, and folder assignments, along with the folder hierarchy. Optionally filter tags by folder.

create_person

Create Person

Create a new person record in the church database. Requires first and last name, and optionally accepts custom profile field values. Use **List Profile Fields** to discover available custom fields and their IDs before setting field values.

create_event

Create Event

Create a new event on a church calendar. Specify the event name, start/end datetime, and optionally assign it to a calendar category.

manage_tag

Manage Tag

Create or delete tags and tag folders. Tags are used to organize and categorize people. Folders provide hierarchical grouping for tags.

query_account_log

Query Account Log

Query the account activity log to find historical records of actions performed in the Breeze account. Filter by action type, date range, and user. Useful for auditing changes across people, contributions, events, tags, forms, volunteers, and more.

delete_event

Delete Event

Delete an event instance by its instance ID.

manage_volunteers

Manage Volunteers

Add, remove, or update volunteers for an event instance. Assign role IDs to volunteers when updating. Also supports listing current volunteers and available roles for an event.

get_person

Get Person

Retrieve detailed information about a specific person by their ID. Returns full contact info, address, custom profile fields, and other person details.

manage_family

Manage Family

Create, modify, or dissolve family groupings. Supports creating a new family from a set of people, adding people to an existing family, removing people from their family, and destroying a family (unlinking all members without deleting them).

remove_form_entry

Remove Form Entry

Remove a form entry (submission) by its entry ID.

list_form_entries

List Form Entries

List all entries (submissions) for a specific form. Optionally include full response details. Entry responses reference field IDs from the form field definitions.

More integrations teams use with Breeze

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.

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.

Google Calendar

Create, read, update, and delete calendar events and calendars. Manage attendees, recurring events, and reminders. Check free/busy availability for scheduling. Share calendars and control access permissions. Create events from natural language text with quick add. Manage special event types like focus time, out of office, and working location. Subscribe to or remove calendars from a user's calendar list. Sync calendar changes incrementally and receive webhook notifications for event, calendar list, ACL, and settings changes.

Technical notes for Breeze

Manage church member records, families, tags, events, attendance, contributions, forms, and volunteers. Create, update, and delete people profiles with custom fields. Organize members into families and tag-based groups with hierarchical folders. Create and manage church events and calendars, record attendance and check-ins. Add financial contributions with fund allocations, batch grouping, and donor matching. List and manage forms and form entries. Schedule volunteers with role assignments for events. Query the account activity log to detect changes across people, contributions, events, tags, forms, and more.

Connect Breeze to production AI agents

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

Frequently asked questions

Common questions about connecting Breeze to AI agents with Metorial.

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