Connect Docsbot Ai to AI agents

Connect Docsbot Ai 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.

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. Also supports recording a human support escalation for a given answer.

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.

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.

get_conversation

Get Conversation

Retrieve full details of a conversation session including the complete message history, summary, sentiment, resolution/escalation status, and user metadata.

delete_bot

Delete Bot

Permanently delete a bot and all its associated sources and data. This action cannot be undone.

list_sources

List Sources

List all training sources for a specific bot. Returns source type, status, title, URL, page/chunk counts, and schedule interval.

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.

delete_conversation

Delete Conversation

Delete a conversation session and all its messages from a bot. Requires bot edit permissions.

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.

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.

get_bot

Get Bot

Retrieve full details for a specific bot including its configuration, model, status, widget settings, labels, and usage statistics.

record_escalation

Record Escalation

Record that a chat interaction was escalated to human support. Call this when a user requests human assistance during a bot conversation.

create_bot

Create Bot

Create a new AI chatbot for the configured team. 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.

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.

list_bots

List Bots

List all bots for the configured team. 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.

More integrations teams use with Docsbot Ai

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.

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 Docsbot Ai

Create and manage custom AI chatbots trained on your own documentation, websites, and content sources. Manage teams, bots, and training sources programmatically. Chat with AI agents via multi-turn conversations with streaming responses, multimodal inputs, and support escalation. Upload documents and files as training sources. Rate answers, track question and conversation history, and retrieve full conversation sessions with metadata and user feedback. Configure bot settings including AI model, language, custom prompts, and branding.

Connect Docsbot Ai to production AI agents

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

Frequently asked questions

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

  1. Can Metorial connect Docsbot Ai to AI agents?
    Yes. Metorial connects AI agents to Docsbot Ai 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.