manage_tasks
Manage Tasks
Manage Quick Tasks in Connecteam: list task boards, create/update/delete tasks, manage sub-tasks, and view labels. Tasks can be assigned to users with due dates and organized on boards.
Supported Tools
create_users
Create Users
Create one or more users/employees in Connecteam. Supports batch creation of up to 25 users at a time. Can optionally send an activation SMS to new users.
manage_onboarding
Manage Onboarding
Manage onboarding packs: list available packs, view pack assignments, and assign users to onboarding packs. Part of the HR integration flow for employee onboarding.
send_chat_message
Send Chat Message
Send a message in Connecteam Chat. Can send to an existing conversation (team chat/channel) or as a private message (DM) to a specific user via a custom publisher. If a private conversation already exists, it will be reused.
manage_jobs
Manage Jobs
Create, retrieve, update, and delete jobs in Connecteam. Jobs are used for scheduling and time tracking. Supports sub-jobs, GPS locations, custom fields, and batch creation (up to 500 per request).
manage_forms
Manage Forms
Retrieve forms and form submissions from Connecteam. List all forms, get form details with questions, or retrieve submissions with answers. Useful for automating data collection workflows like inspections, orders, and reports.
manage_scheduler
Manage Scheduler
Manage employee shift scheduling: list schedulers, retrieve/create/update/delete shifts, view shift custom fields and layers, and manage unavailabilities. Use this for all shift scheduling operations.
get_custom_fields
Get Custom Fields
Retrieve user custom field definitions and categories from Connecteam. Also retrieves smart groups. Useful for understanding the available custom fields before creating or updating users.
manage_time_off
Manage Time Off
Manage employee time-off: list policy types, view balances, create/update time-off requests, and update balances. Covers the full time-off workflow from viewing policies to submitting and managing requests.
manage_time_clock
Manage Time Clock
Perform time clock operations: clock in/out a user, list time clocks, retrieve time activities, or get timesheet totals. Use this to manage employee work hours and track attendance.
list_conversations
List Conversations
Retrieve a list of chat conversations (team chats and channels) from Connecteam. Private conversations are not included. Also retrieves custom publishers that can be used to send messages.
update_users
Update Users
Update one or more users in Connecteam. Can modify names, phone numbers, emails, custom fields, and archive/restore users. Also supports promoting a user to admin and archiving users. Only specified fields are updated; unspecified fields remain unchanged.
list_users
List Users
Retrieve a list of users/employees from Connecteam. Supports filtering by user IDs, status, names, phone numbers, email addresses, and creation/modification dates. Results are paginated.
More integrations teams use with Connecteam
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.
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.
Bitbucket
Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.
GitLab
Manage GitLab projects, repositories, issues, merge requests, releases, and CI/CD workflows from one provider. Includes pipeline, job, variable, environment, schedule, trigger, runner, deployment, CI lint, and test report tools.
Technical notes for Connecteam
Manage workforce operations for deskless employees across operations, communications, and HR hubs. Create, update, archive, and sync employee/user profiles with custom fields and Smart Groups. Track employee time clock activities including clock-in/out, breaks, geofence-based tracking, and timesheet totals. Manage time-off policies, balances, and requests. Create and manage shift schedules with auto-assign, shift layers, and employee unavailability. Create and organize jobs and sub-jobs for scheduling and time tracking. Retrieve forms and form submissions for data collection workflows. Manage Quick Tasks with boards, labels, sub-tasks, and user assignments. Send private chat messages via custom publishers. Manage onboarding packs and assignments. Upload file attachments for use across platform features. Receive real-time webhook notifications for user changes, time activities, form submissions, scheduler events, and task completions.
Frequently asked questions
Common questions about connecting Connecteam to AI agents with Metorial.
Can Metorial connect Connecteam to AI agents?
Yes. Metorial connects AI agents to Connecteam through a governed integration layer, so teams can use the provider while keeping access controlled and observable.Does the Connecteam integration work with MCP?
Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.How does Metorial control access to Connecteam?
Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.Can teams trace Connecteam activity from agents?
Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.