Connect Drift to AI agents

Connect Drift 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_conversations

List Conversations

List conversations in Drift with optional status filtering and pagination. Returns conversations sorted by most recently updated.

list_teams

List Teams

List all teams in the Drift organization, or list teams for a specific user. Teams organize agents for routing and assignment purposes.

create_conversation

Create Conversation

Start a new conversation in Drift with a contact. Creates a conversation using an email address and an initial message. If no contact exists with the given email, one will be created.

list_playbooks

List Playbooks

List active playbooks in Drift. Playbooks are automated message workflows and campaigns that proactively engage site visitors. This is read-only — playbooks can only be edited in the Drift UI.

get_conversation

Get Conversation

Retrieve detailed information about a specific Drift conversation, including participants, tags, status, and related playbook. Optionally include the message transcript.

delete_contact

Delete Contact

Permanently delete a contact from Drift by their contact ID.

list_users

List Users

List all users (agents) in the Drift organization. Returns the full list of users with their availability, role, and contact information. Can optionally retrieve a single user by ID.

manage_account

Manage Account

Create, retrieve, update, or delete an account in Drift. Accounts are used for personal account tracking and ABM (account-based marketing) targeting in playbooks.

send_message

Send Message

Send a message in an existing Drift conversation. Can send chat messages visible to the contact or private notes visible only to agents. Supports interactive buttons.

create_contact

Create Contact

Create a new contact in Drift. Requires at least an email address. You can also set custom attributes and an external ID for integration with other systems.

update_contact

Update Contact

Update an existing Drift contact's attributes. Supports updating standard fields like name, email, phone, as well as any custom attributes.

get_contact

Get Contact

Retrieve a Drift contact by their ID or email address. Returns contact attributes including name, email, phone, and any custom attributes.

get_booked_meetings

Get Booked Meetings

Retrieve booked meetings from Drift within a time range. Returns meetings across the organization with scheduling details, agent info, and conference details.

get_token_info

Get Token Info

Inspect Drift metadata for the current access token, including organization ID, scopes, app credential ID, and expiration metadata.

update_user_availability

Update User Availability

Update a Drift user's availability. This is useful for external routing systems that need to mark an agent available or offline.

get_conversation_transcript

Get Conversation Transcript

Export a Drift conversation transcript as a Slate attachment. The transcript content is returned as an attachment, not inline output.

list_custom_attributes

List Custom Attributes

List custom contact attributes configured in Drift. Use this before creating or updating contacts when you need the internal field names for custom attributes.

get_conversation_stats

Get Conversation Stats

Get Drift conversation counts grouped by status for the connected organization.

post_timeline_event

Post Timeline Event

Post an external activity event to a Drift contact timeline. Provide either a Drift contact ID or an external ID that Drift can match to a contact.

More integrations teams use with Drift

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.

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.

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.

Technical notes for Drift

Manage contacts, conversations, and messaging for conversational marketing and sales. Create, retrieve, update, and delete contacts with custom attributes, list custom fields, post timeline events, start conversations, send bot messages, retrieve message history, export transcripts through attachments, inspect conversation status counts, manage accounts, retrieve playbooks, track booked meetings, list teams, inspect token metadata, and update user availability.

Connect Drift to production AI agents

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

Frequently asked questions

Common questions about connecting Drift to AI agents with Metorial.

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