Connect Endorsal to AI agents

Connect Endorsal 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_contacts

List Contacts

Retrieve a list of contacts from your Endorsal CRM. Contacts are customer records used in review request campaigns. Use this to browse your contact database or find specific customers.

get_contact

Get Contact

Retrieve detailed information about a specific contact by ID, including their testimonials. Returns the contact's profile data and any testimonials they have submitted.

create_contact

Create Contact

Create a new contact in your Endorsal CRM for requesting testimonials. You must provide either an email or phone number. Optionally enroll the contact into an AutoRequest campaign.

update_contact

Update Contact

Update an existing contact's information in your Endorsal CRM. Provide the contact ID and the fields you want to change.

archive_contact

Archive Contact

Archive a contact in your Endorsal CRM. Archived contacts will no longer receive AutoRequest campaigns.

list_widgets

List Widgets

Retrieve all Endorsal widgets for your property. Widgets are embeddable components that display testimonials and reviews on your website. Use this to verify widget placement and configuration.

update_testimonial

Update Testimonial

Update an existing testimonial's content, rating, reviewer details, or status. Provide the testimonial ID and the fields you want to change.

create_testimonial

Create Testimonial

Create a new testimonial in your Endorsal account. Provide the reviewer's details, feedback comments, and star rating. The testimonial will be associated with the specified property.

list_testimonials

List Testimonials

Retrieve testimonials from your Endorsal account. Optionally filter by a specific contact or tag to find relevant reviews for a product or service.

list_campaigns

List Campaigns

Retrieve AutoRequest campaigns from your Endorsal account. AutoRequests are automated testimonial generation campaigns that send customers review requests via email and SMS. Returns campaign details including delivery stats and configuration.

get_testimonial

Get Testimonial

Retrieve detailed information about a specific testimonial by its ID, including the full review text, rating, reviewer details, and metadata.

create_superlink

Create SuperLink

Generate a pre-filled review form URL (SuperLink) for a customer. SuperLinks reduce friction by pre-populating the review form with customer data you already have, increasing the likelihood of receiving a testimonial. The generated URL can be shared via email, SMS, or any other communication channel.

delete_testimonial

Delete Testimonial

Permanently delete a testimonial from your Endorsal account. This action cannot be undone.

More integrations teams use with Endorsal

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.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

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. Receive real-time webhook notifications for page changes, new pages, comments, and database schema updates.

Technical notes for Endorsal

Collect, manage, and display customer testimonials and reviews. Create and manage contacts for review request campaigns. Send automated review requests via email and SMS through AutoRequest campaigns. Create, retrieve, update, and delete testimonials with star ratings, tags, and customer details. Import reviews from external platforms like Google, Facebook, Yelp, and Tripadvisor. Generate pre-filled SuperLinks to reduce friction in the review process. List and monitor widget configurations for embedding social proof on websites. Track campaign delivery stats including open and click rates. React to new testimonial submissions via webhook events.

Connect Endorsal to production AI agents

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

Frequently asked questions

Common questions about connecting Endorsal to AI agents with Metorial.

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