create_questionnaire_request
Create a questionnaire request for intake/triage workflows. Used to submit a questionnaire from an external system (e.g., Salesforce, a ticketing system) into Conveyor's processing pipeline. Provide either an external ID or Salesforce case IDs.
grant_authorization
Grant Trust Center access to a user. You can either approve a pending authorization request (by providing the requestId) or directly invite a user by email. Optionally assign access groups, bypass NDA, and set an expiration date.
list_access_groups
Retrieve all access groups configured in your Trust Center. Access groups control which documents and content specific connections can see. Use these IDs when granting authorizations or managing document access.
list_questionnaires
Retrieve questionnaires submitted to Conveyor for AI-powered answering. Filter by status, product lines, or date ranges. Useful for tracking questionnaire progress and turnaround times.
ask_question
Ask a single security question and receive an AI-generated answer from your Conveyor knowledge library. Useful for integrating Conveyor's answer capability into other tools, workflows, or chatbots.
update_questionnaire_request
Update an existing questionnaire request with new context data or files. Used to add additional information to a previously submitted questionnaire intake request.
list_documents
Retrieve all documents in your Trust Center. Returns document metadata including name, access level, certification badge, folder, versions, and question answering settings.
delete_document
Permanently delete a document from your Trust Center. This removes the document and all associated metrics. This action cannot be undone.
list_authorization_requests
Retrieve Trust Center access requests from customers. Filter by status to find pending requests that need review, or by email to find requests from a specific person. Use this to monitor and triage access requests to your Trust Center.
submit_questionnaire
Submit a new questionnaire to Conveyor for AI-powered answering. Provide the customer domain, submitter email, and format. For portal-based questionnaires, provide the portal URL. For file-based, a file upload is required separately.
create_folder
Create a new folder in your Trust Center to organize documents. Returns the created folder with its ID, which can be used when uploading documents.
update_authorization
Update or revoke an existing Trust Center authorization. Modify access group assignments or revoke access entirely. When updating access groups, specify only the groups that should remain — omitted groups will be removed.
list_interactions
Retrieve Trust Center interactions (document views, downloads, Q&A activity). Can filter globally or by a specific connection, document, or question. Useful for understanding customer engagement with your security content.
list_authorizations
Retrieve all Trust Center authorizations (granted access records). Filter by status or email to find specific authorizations. Useful for auditing who has access to your Trust Center and their access group assignments.
get_authorization_request
Retrieve details of a specific Trust Center access request by its ID. Returns the requester's email, status, message, and CRM information.
delete_folder
Delete a folder from your Trust Center. This removes the folder but does not delete the documents within it.
update_document
Update metadata of a Trust Center document. Modify the name, description, certification badge, access level, folder, access groups, and other settings. Only provided fields are updated.
ignore_authorization_request
Deny/ignore a pending Trust Center access request. Sets the request status to "ignored" so the requester is not granted access. Requires the reviewer's email for audit purposes.
list_folders
Retrieve all folders in your Trust Center. Folders organize documents and can be used when uploading or updating documents.
list_connections
Retrieve Trust Center connections (organizations/users who have accessed your Trust Center). Useful for analytics, CRM synchronization, and monitoring who is engaging with your security documentation. Supports filtering by domain and pagination.
list_product_lines
Retrieve all product lines configured in your Conveyor account. Product lines are used to organize questionnaires and Trust Center content by product or service offering.
list_knowledge_base_questions
Retrieve knowledge base Q&A pairs that Trust Center visitors have asked. Useful for understanding what security questions customers are asking and managing your knowledge base content.
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.
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.
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.
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.
Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.
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.
Manage security reviews and automate responses to security questionnaires and RFPs. Upload and organize Trust Center documents (e.g., SOC 2 reports), manage customer access authorizations, and approve or deny access requests. Ask AI-powered security questions and receive answers from your knowledge library. Submit questionnaires for automated AI answering. Retrieve analytics on Trust Center connections, interactions, and knowledge base questions. Create and manage folders, documents, and access groups within the Trust Center portal. Listen for webhook events when users request Trust Center access.
Common questions about connecting Conveyor to AI agents with Metorial.
