Connect Cody to AI agents

Connect Cody 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_upload_url

Get File Upload URL

Get a signed S3 upload URL for uploading a file to the knowledge base. Returns a URL for uploading via PUT and a key to use when creating a document from the uploaded file.

send_message_stream

Send Message for Stream

Send a message and get a streaming URL for receiving the AI response as Server-Sent Events (SSE). Useful for real-time progressive rendering of responses.

get_conversation

Get Conversation

Retrieve details of a specific conversation by its ID.

get_document

Get Document

Retrieve details of a specific knowledge base document including its sync status and content URL.

delete_document

Delete Document

Permanently delete a knowledge base document.

create_document_from_content

Create Document from Content

Create a new knowledge base document from text or HTML content. Structured HTML with headings and paragraphs yields best results for the AI.

list_documents

List Documents

Retrieve knowledge base documents. Filter by folder, conversation (focus mode documents), or search by keyword.

send_message

Send Message

Send a message within a conversation and receive the AI-generated response based on the bot's knowledge base. Returns the full response in a single call.

delete_conversation

Delete Conversation

Permanently delete a conversation and its message history.

create_document_from_file

Create Document from File

Create a knowledge base document from a previously uploaded file. Requires a key obtained from the "Get File Upload URL" tool after uploading the file.

list_messages

List Messages

Retrieve message history for a conversation. Returns both user messages and AI-generated responses in chronological order.

list_folders

List Folders

Retrieve all folders used to organize your knowledge base documents. Optionally filter by name keyword.

get_folder

Get Folder

Retrieve details of a specific knowledge base folder by its ID.

create_conversation

Create Conversation

Start a new conversation with an AI bot. Optionally enable focus mode by specifying document IDs to restrict the bot's knowledge to only those documents.

list_bots

List Bots

Retrieve all AI bots configured in your Cody account. Bots are AI assistants set up with access to specific knowledge base folders and customized behavior. Optionally filter by name keyword.

create_document_from_webpage

Create Document from Webpage

Create a new knowledge base document by crawling a publicly accessible webpage URL. Cody will ingest the page content automatically.

create_folder

Create Folder

Create a new folder to organize knowledge base documents.

update_conversation

Update Conversation

Update an existing conversation's name, associated bot, or focus mode documents.

update_folder

Update Folder

Rename an existing knowledge base folder.

list_conversations

List Conversations

Retrieve conversations with AI bots. Filter by bot or search by keyword.

get_message

Get Message

Retrieve details of a specific message by its ID, including content and metadata about whether it was AI-generated.

More integrations teams use with Cody

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.

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.

Technical notes for Cody

Create and manage custom AI bots trained on your own knowledge base. Upload documents (text, HTML, files, or web URLs), organize them into folders, and build conversations with AI bots that generate responses based on uploaded knowledge. Manage conversations with focus mode to restrict responses to specific documents. Send messages and receive AI-generated answers via standard responses or real-time SSE streaming.

Connect Cody to production AI agents

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

Frequently asked questions

Common questions about connecting Cody to AI agents with Metorial.

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