Connect Dialpad to AI agents

Connect Dialpad 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

Tools15Triggers3

send_sms

Send SMS

Send an SMS message to one or more phone numbers through Dialpad. Optionally specify a sender user or group.

list_call_centers

List Call Centers

List call centers for a specific office in your Dialpad account. Returns call center details including name, state, and metadata.

list_offices

List Offices

List all offices accessible with your API key. Returns office details including name, location, and associated departments and call centers.

manage_call_center

Manage Call Center

Create, update, or delete a Dialpad call center. Also supports managing operators — adding or removing agents from a call center.

manage_blocked_number

Manage Blocked Number

List, add, or remove blocked phone numbers at the company level. Blocked numbers are prevented from calling into your Dialpad organization.

manage_user

Manage User

Create, update, or delete a Dialpad user. Use this to provision new users, modify user settings (name, DND, office), or remove users from the company.

manage_contact

Manage Contact

Create, update, upsert, or delete a Dialpad contact. The **upsert** action uses an external unique identifier to create-or-update, which is useful for syncing contacts from external systems.

list_users

List Users

List users in your Dialpad company. Supports filtering by email or state and cursor-based pagination.

list_calls

List Calls

List calls in your Dialpad account. Filter by time range and target (user, call center, department, or office). Requires the **calls:list** scope.

get_user

Get User

Retrieve detailed information about a specific Dialpad user by their ID. Returns profile, status, contact info, and settings.

manage_call

Manage Call

Perform actions on an active Dialpad call: hang up, transfer to another number or user, or toggle call recording.

get_company

Get Company Info

Retrieve information about your Dialpad company, including name, settings, and plan details.

list_contacts

List Contacts

List shared and local contacts in your Dialpad account with cursor-based pagination.

manage_phone_number

Manage Phone Number

List, assign, or unassign Dialpad phone numbers. Numbers can be assigned to users, offices, rooms, or call routers.

initiate_call

Initiate Call

Initiate an outbound call from a Dialpad user's application. The target user must have at least one active autocallable device (web or desktop Dialpad app, or CTI).

More integrations teams use with Dialpad

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

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.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

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.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Technical notes for Dialpad

Manage business communications including voice calls, SMS messaging, video meetings, and contact center operations. Initiate and control calls, send SMS messages, manage users and contacts, configure call centers with agent duty status and skill levels, set up call routing with IVR menus, retrieve AI-generated call transcripts and recaps, send faxes, manage phone number assignments, subscribe to real-time webhook events for calls and messages, run analytics reports, and administer company settings including access control policies and blocked numbers.

Connect Dialpad to production AI agents

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

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Frequently asked questions

Common questions about connecting Dialpad to AI agents with Metorial.

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