Connect Commcare to AI agents

Connect Commcare 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_mobile_workers

List Mobile Workers

Retrieve mobile workers (field users) in a CommCare project. Mobile workers are the users who collect data using the CommCare mobile app. Returns user details including username, name, contact info, groups, and custom user data.

get_case

Get Case

Retrieve a single case by its ID. Returns the full case record including all properties, indices (relationships to other cases), form submissions, and metadata.

manage_group

Create or Update Group

Create a new user group or update an existing one. Groups organize mobile workers for case sharing, reporting, and data access control. To create, provide a name. To update, provide the groupId along with the fields to change.

list_forms

List Forms

Search and retrieve submitted form data from a CommCare project. Forms capture data collected during a single interaction. Filter by form type (xmlns), date received, application, and more. Returns paginated results including form responses and metadata.

update_case

Update Case

Update an existing case in CommCare. Modify case properties, change ownership, update relationships (indices), or close the case. Can also be used to reopen a closed case by setting close to false.

create_case

Create Case

Create a new case in CommCare. Cases are the core data records used for longitudinal tracking (e.g., patients, households, facilities). Specify the case type, name, owner, and any custom properties. Optionally set relationships to other cases via indices.

list_web_users

List Web Users

Retrieve web users for a CommCare project. Web users are administrative users who access CommCare HQ via the web interface for project management, reporting, and configuration.

bulk_cases

Bulk Create or Update Cases

Create or update multiple cases in a single request. Each entry can either create a new case (omit caseId) or update an existing case (provide caseId). Supports up to 100 cases per request. Useful for batch imports, migrations, or synchronized updates.

list_applications

List Applications

Retrieve applications in a CommCare project. Applications define the forms, modules, and case structure used for data collection. Useful for understanding the data model and discovering form types available in the project.

send_sms

Send SMS

Send an SMS message through CommCare to a phone number. Useful for automated notifications, reminders, or follow-up messages. Requires an SMS gateway to be configured on the CommCare project.

get_form

Get Form

Retrieve a single submitted form by its ID. Returns the full form data including all question responses, metadata (device info, timestamps, submitting user), and application details.

list_lookup_tables

List Lookup Tables

Retrieve lookup tables (fixtures) in a CommCare project. Lookup tables store reference data used across forms and workflows, such as health facility names, geographic locations, or standardized options.

list_cases

List Cases

Search and retrieve cases from a CommCare project. Cases are the core longitudinal data records that track ongoing interactions (e.g., patients, households). Supports filtering by case type, owner, modification date, status, and more. Returns paginated results with case properties and metadata.

manage_mobile_worker

Create or Update Mobile Worker

Create a new mobile worker or update an existing one. Mobile workers are field users who collect data via the CommCare mobile app. To create, provide a username and password. To update, provide the userId of an existing worker along with the fields to change.

list_groups

List Groups

Retrieve user groups in a CommCare project. Groups organize mobile workers for case sharing, reporting, and access control.

More integrations teams use with Commcare

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.

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.

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.

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 Commcare

Manage cases, forms, and users on CommCare, a mobile data collection and case management platform for frontline workers. Create, update, close, and query cases that track longitudinal records such as patients or households. Retrieve submitted form data and attachments, and submit new forms via the OpenRosa standard. Manage mobile workers, web users, and user groups. Access application structure and lookup table reference data. Send and receive SMS messages. Integrate with FHIR services for healthcare data interoperability. Configure webhooks for form submissions, case changes, and application updates.

Connect Commcare to production AI agents

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

Frequently asked questions

Common questions about connecting Commcare to AI agents with Metorial.

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