Connect Datascope to AI agents

Connect Datascope 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.

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Supported Tools

Tools13Triggers1

update_location

Update Location

Update an existing location in DataScope by its ID. Any provided fields will be updated; omitted fields remain unchanged.

create_list_element

Create List Element

Add a new element to a custom list in DataScope. Each element has a name, description, code, and two custom attributes.

get_generated_files

Get Generated Files

Retrieve recently generated files (PDF or Excel exports of form submissions) from DataScope within a date range. Each file includes download URL, form name, user, and creation date.

create_location

Create Location

Create a new location in DataScope. Locations can be referenced in forms and task assignments. Supports setting name, address, GPS coordinates, and contact information.

get_form_answers

Get Form Answers

Retrieve submitted form answers (responses) from DataScope. Results can be filtered by form, user, date range, and location. Returns submission data including GPS coordinates showing where each form was completed. Use **detailed mode** to get full question metadata including question types, section labels, subform indices, and linked list references.

bulk_update_list_elements

Bulk Update List Elements

Replace all elements in a custom list at once. This is a destructive operation — all existing elements in the list are removed and replaced with the provided elements. Use this for syncing or resetting list contents. Does **not** apply to locations — use the location tools for those.

assign_task

Assign Task

Assign a form to a specific user at a scheduled date and location. The assigned user will receive the task in their mobile app. Location details can be provided inline to create or update the location during assignment.

update_list_element

Update List Element

Update an existing element in a custom list. Any provided fields will be updated; omitted fields remain unchanged.

update_form_answer

Update Form Answer

Update an individual question value in an existing form submission. Targets a specific question within a submission by form name, response code, and question name. Supports updating questions inside repeatable subforms via the subform index.

get_list_elements

Get List Elements

Retrieve elements from a custom list (metadata) in DataScope. Lists can contain products, equipment, or other reference data used in forms. Optionally retrieve a single element by its ID.

get_notifications

Get Notifications

Retrieve recent notifications from DataScope within a date range. Notifications include generated PDF or Excel reports, with file URLs, form names, user info, and creation dates.

create_list

Create List

Create a new custom list (metadata type) in DataScope. Lists hold reference data (e.g., products, equipment) that can be used in form questions. Supports standard, percent, and price list types.

list_locations

List Locations

Retrieve all locations configured in DataScope. Locations are used as metadata references in forms and task assignments, and include name, address, GPS coordinates, and contact information.

More integrations teams use with Datascope

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 Datascope

Collect, manage, and integrate mobile form data for field operations. Retrieve and update form submissions with GPS location data, filtering by form, user, date, and location. Create and manage locations with addresses and coordinates. Manage custom metadata lists (products, equipment) referenced in forms, including bulk updates. Assign forms as tasks to specific users with scheduled dates, locations, and time windows. Retrieve generated PDF and Excel reports and notifications. Receive real-time webhook notifications on new form submissions.

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Frequently asked questions

Common questions about connecting Datascope to AI agents with Metorial.

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