Docsbot Ai MCP server

Connect Docsbot Ai to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Docsbot Ai MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the list teams tool in Docsbot Ai
  • Use the rate answer tool in Docsbot Ai
  • Use the create source tool in Docsbot Ai
  • Use the delete question tool in Docsbot Ai
  • Use the get conversation tool in Docsbot Ai
  • Use the delete bot tool in Docsbot Ai

Supported Tools

list_teams

List Teams

Retrieve all teams accessible with the current API key. Returns team details including name, status, plan info, and usage statistics (bot count, source count, question count).

rate_answer

Rate Answer

Rate a bot's answer as positive, negative, or neutral (reset). Use the answerId from a chat response to submit the rating. Call list_teams to discover accessible team IDs.

create_source

Create Source

Add a new training source to a bot. Supports URL, sitemap, YouTube, RSS, Q&A pairs, and file-based sources. For file uploads, first use the **Get Upload URL** tool to obtain a presigned URL, upload the file, then pass the returned file path here. Call list_teams to discover accessible team IDs.

delete_question

Delete Question

Soft-delete a question from the bot's question history. The question is flagged as deleted and its content is cleared. Call list_teams to discover accessible team IDs.

get_conversation

Get Conversation

Retrieve full details of a conversation session including the complete message history, summary, sentiment, resolution/escalation status, and user metadata. Call list_teams to discover accessible team IDs.

delete_bot

Delete Bot

Permanently delete a bot and all its associated sources and data. This action cannot be undone. Call list_teams to discover accessible team IDs.

list_sources

List Sources

List a page of training sources for a bot. Call list_teams to discover team IDs. Returns source status and indexing counts, with pagination for retrieving the next page.

update_bot

Update Bot

Update an existing bot's settings including name, description, AI model, custom prompt instructions, privacy, widget appearance (color, icon, alignment), allowed domains, branding, support link, and UI labels. Only provided fields are updated. Call list_teams to discover accessible team IDs.

delete_conversation

Delete Conversation

Delete a conversation session and all its messages from a bot. Requires bot edit permissions. Call list_teams to discover accessible team IDs.

delete_source

Delete Source

Delete a training source from a bot. The source data will be removed from the bot's index. Sources may still appear in chat results for several minutes while being fully removed. Call list_teams to discover accessible team IDs.

list_questions

List Questions

Retrieve question and answer history for a bot. Supports filtering by rating, escalation status, answer capability, date range, and IP hash. Returns paginated results with question text, answer, sources, and metadata. Call list_teams to discover accessible team IDs.

get_bot

Get Bot

Retrieve full details for a specific bot including its configuration, model, status, widget settings, labels, and usage statistics. Call list_teams to discover accessible team IDs.

record_escalation

Record Escalation

Mark an individual answer in question history as escalated to human support. This records question-level escalation and does not confirm escalation of a whole conversation. Call list_teams to discover accessible team IDs.

create_bot

Create Bot

Create a new AI chatbot for a team selected with list_teams. Requires a name, description, privacy level, and language. Optionally specify the AI model or duplicate an existing bot.

get_upload_url

Get Upload URL

Get a presigned upload URL for uploading a file to use as a bot training source. After uploading the file to the returned URL, use the returned file path with the **Create Source** tool. Call list_teams to discover accessible team IDs.

list_conversations

List Conversations

Retrieve paginated conversation sessions for a bot. Returns conversation summaries including title, sentiment, resolution status, escalation status, and timestamps. Use **Get Conversation** to retrieve full message history. Call list_teams to discover accessible team IDs.

list_bots

List Bots

List all bots for a team selected with list_teams. Returns each bot's name, description, model, status, and usage statistics.

ask_question

Ask Question

Send a question to a DocsBot AI agent and receive an answer with source citations. Supports multi-turn conversations by reusing the same conversationId, multimodal inputs via image URLs, and configurable parameters like reasoning effort and context items. Call list_teams to discover accessible team IDs.

get_team

Get Team

Retrieve a team’s current usage and plan limits. Call list_teams to discover accessible team IDs.

manage_source

Manage Source

Retry a failed training source or update its dashboard title without reindexing. Call list_teams and list_sources to discover IDs. Title updates support URL lists, sitemaps, website sources, and multi-file documents; other source types return a provider conflict.

get_source

Get Source

Inspect a training source, including ingest progress, warnings, indexed URLs, FAQ pairs, and multi-file filenames. Call list_teams to discover team IDs and list_sources to discover source IDs.

Connect Docsbot Ai to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Docsbot Ai in Metorial. In your Metorial portal, enable the Docsbot Ai MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Docsbot Ai tools.

Run Docsbot Ai through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Docsbot Ai and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Docsbot Ai tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Docsbot Ai

Notion

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.

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.

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. 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.

Sharepoint

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.

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.

Technical notes for Docsbot Ai

Create and manage custom AI chatbots, discover accessible teams, inspect usage, and train bots on documentation, websites, and uploaded content. Inspect source ingestion, retry failed sources, update source titles, ask questions in persistent conversations with source citations, rate answers, and retrieve question and conversation history.

Frequently asked questions

Common questions about connecting Docsbot Ai to AI agents with Metorial.

  1. How many tools does the Docsbot Ai MCP server have?
    The Docsbot Ai MCP server exposes 21 tools, including List Teams, Rate Answer, Create Source. Each one is governed and traced through Metorial.
  2. Docsbot Ai exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Docsbot Ai MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Docsbot Ai and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Docsbot Ai MCP server yourself or use the hosted gateway.

Connect Docsbot Ai to production AI agents

See how Metorial gives your team governed access to Docsbot Ai, with tracing and security controls built in.