Connect Formbricks to AI agents

Connect Formbricks 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

Tools17Triggers1

create_attribute_class

Create Attribute Class

Create a new attribute class to define a custom property on contacts. Attributes are used for segmentation and survey targeting.

update_survey

Update Survey

Update an existing survey's properties. Modify the name, status, questions, display settings, endings, or other configuration. Only provide the fields you want to change.

list_action_classes

List Action Classes

List all action classes in the environment. Action classes represent user behaviors (e.g., page visits, button clicks) that can trigger survey display.

list_attribute_classes

List Attribute Classes

List all attribute classes in the environment. Attribute classes define custom properties on contacts used for segmentation and targeting.

create_survey

Create Survey

Create a new survey in Formbricks. Specify the survey name, type, questions, and display settings. Supports all question types including open text, multiple choice, rating, NPS, date, matrix, consent, and more.

create_action_class

Create Action Class

Create a new action class to define a user behavior that can trigger surveys. Actions can represent page visits, button clicks, or other user interactions.

list_responses

List Responses

List all responses for a given survey. Returns response data including answers, metadata (user agent, country), completion status, and timestamps.

get_account_info

Get Account Info

Retrieve information about the authenticated Formbricks account, including the project details and environment type. Useful for getting the environmentId needed by other tools.

delete_survey

Delete Survey

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

delete_response

Delete Response

Permanently delete a survey response. This action cannot be undone.

get_survey

Get Survey

Retrieve full details of a specific survey by ID. Returns the complete survey configuration including all questions, endings, welcome card, display settings, and languages.

delete_action_class

Delete Action Class

Delete an action class. Surveys using this action as a trigger will no longer be triggered by it.

list_surveys

List Surveys

List all surveys in your Formbricks environment. Returns survey metadata including name, status, type, question count, and response count. Use to browse available surveys or find a specific survey by name.

delete_attribute_class

Delete Attribute Class

Delete an attribute class. This removes the custom property definition from the environment.

update_response

Update Response

Update an existing survey response. Add or modify answer data, or mark the response as finished. Triggers the response processing pipeline.

create_response

Create Response

Create a new response for a survey. Submit answer data keyed by question ID. This triggers the response processing pipeline in Formbricks.

list_contacts

List Contacts

List contacts (people) who have interacted with your surveys. Returns contact identifiers and attributes. Supports pagination.

More integrations teams use with Formbricks

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 Formbricks

Create, distribute, and manage surveys across websites, apps, email, and links. Collect and manage survey responses with metadata tracking. Manage contacts and segments for targeted survey distribution. Generate personalized survey links for contact segments. Define action classes (user behaviors) and attribute classes (custom properties) for survey triggering and targeting. Upload files for use in surveys. Configure webhooks for real-time notifications on response events (created, updated, finished).

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Frequently asked questions

Common questions about connecting Formbricks to AI agents with Metorial.

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