Connect Feathery to AI agents

Connect Feathery 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

Tools26Triggers1

list_document_templates

List Document Templates

List available document templates (PDF, DOCX, XLSX). Filter by name substring or tags.

create_hidden_field

Create Hidden Field

Create a new hidden field that stores data not visible on forms but accessible via the API and integrations.

list_hidden_fields

List Hidden Fields

List all hidden fields. Hidden fields store data not visible on forms but accessible via the API and integrations.

delete_form

Delete Form

Permanently delete a form from Feathery. This action cannot be undone.

delete_user

Delete User

Permanently delete a user and all their associated data from Feathery.

delete_workspace

Delete Workspace

Permanently delete a white-label workspace. This action cannot be undone.

get_logs

Get Logs

Retrieve recent logs for API connector errors, form emails sent, or email delivery issues (bounces/complaints). API connector and email logs require a form ID.

list_extraction_runs

List AI Extraction Runs

List document intelligence (AI extraction) runs for a configured extraction. Returns extracted data points, approval status, and metadata. Extractions must be pre-configured in the Feathery dashboard.

list_workspaces

List Workspaces

List all white-label workspaces. Optionally include submission data for each workspace.

list_users

List Users

List form submitter users. Filter by creation date or field values. Returns user IDs and metadata.

update_form

Update Form

Update an existing form's properties. Can enable/disable the form, rename it, configure translations, and update integrations (including webhook settings).

create_workspace

Create Workspace

Create a new white-label workspace with custom branding, feature limits, and access controls. Workspaces provide isolated environments for different customers or teams.

get_form

Get Form

Retrieve the full details of a specific form including its steps, fields, navigation rules, logic rules, integrations, and translations.

create_form

Create Form

Create a new form in Feathery. You can create from scratch or use a template form as a starting point. Supports defining steps, fields, navigation rules, and logic rules.

remove_team_member

Remove Team Member

Remove a team member from your Feathery account.

copy_form

Copy Form

Create a copy of an existing form with a new name. Duplicates the form's steps, fields, rules, and configuration.

list_document_envelopes

List Document Envelopes

List generated document envelopes (filled documents). Filter by document template ID or user ID to track document view/sign status.

list_submissions

List Submissions

Search and list form submissions. Filter by form, time range, completion status, field values, or fuzzy search. Supports pagination and sorting.

create_submission

Create or Update Submission

Create a new form submission or update an existing one. Associate field values with a user for one or more forms. Can mark submissions as complete and trigger document generation.

update_workspace

Update Workspace

Update an existing workspace's branding, features, access controls, or metadata.

get_user

Get User Details

Retrieve complete details for a specific user, including all their field data and form session progress (current step and completion status for each form).

invite_team_member

Invite Team Member

Invite a new team member to your Feathery account with a specific role and granular permissions.

list_forms

List Forms

List all forms in your Feathery account. Optionally filter by tags or active status. Returns form metadata including name, ID, enabled state, and tags.

create_user

Create User

Create a new user (form submitter) in Feathery with a specified ID.

export_submission_pdf

Export Submission as PDF

Generate a PDF export of a form submission for a specific user. Returns the URL or content of the generated PDF.

fill_document

Fill Document Template

Fill a document template (PDF, DOCX, or XLSX) with field values and optionally route it for e-signature. Returns the URL of the generated document.

More integrations teams use with Feathery

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

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.

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.

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.

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 Feathery

Create, manage, and collect submissions for forms and data intake workflows. Build forms from templates, track user submissions, and export them as PDFs. Extract structured data from uploaded documents using AI. Fill and sign document templates (PDF, DOCX, XLSX) with field values and route them for e-signatures. Manage users and their form session progress. Create white-label workspaces with custom branding and feature limits. Invite team members with role-based permissions. Access logs for API errors, emails, and integrations. Configure webhooks for form completion, data received, file upload, and document signed events.

Connect Feathery to production AI agents

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

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Frequently asked questions

Common questions about connecting Feathery to AI agents with Metorial.

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