Ask your agent in plain language. Each of these maps to a real tool on the server.
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 a file upload, provide the base64 content and filename. Salesforce files can be referenced by content version ID, filename and MIME type.
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.
create_knowledge_base_question
Create a curated question and answer. Requires Knowledge Base Question write permission on the API key.
list_question_tags
List program-scoped question tags and their IDs for creating or updating curated Q&A.
create_document
Upload a document to the Trust Center. Provide its actual base64-encoded content, filename, name and optional access settings. Maximum file size is 100 MB.
update_questionnaire
Approve or complete a questionnaire, update its due date or assignee, or change internal notes. Completing a questionnaire records its completion time and triggers grading.
update_knowledge_base_question
Update an existing curated answer, verification status, product assignments, tags, or curator. Discover the question ID with list_knowledge_base_questions.
list_projects
Discover RFP projects and their identifiers, filtered by status, customer domain or CRM record.
list_questionnaire_questions
Retrieve questionnaire questions with AI drafts, reviewed answers, grading, cited sources, collaborators and revision history. Filter to a questionnaire ID from list_questionnaires.
search_knowledge_base
Search curated Q&A and past questionnaire answers by text. Answers in search results are truncated to 500 characters.
list_one_off_questions
Retrieve one-off security questions with generated answers, answer metadata, issue state, source and asking user when available.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.
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 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. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. 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. Retrieve site properties and search for sites across Microsoft 365.
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.
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.
Common questions about connecting Conveyor to AI agents with Metorial.
