Connect Gist to AI agents

Connect Gist 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

Tools28Triggers4

manage_tags

Manage Tags

Create, delete, or list tags. Also apply or remove tags from contacts in bulk. Tag names are case-insensitive and automatically de-duplicated.

get_contact

Get Contact

Retrieve a single contact from Gist by their ID, email address, or user ID. Returns the full contact profile including tags, segments, custom properties, and location data.

get_conversation

Get Conversation

Retrieve a single conversation by ID, including its messages. Returns conversation metadata, assignment info, and the message thread.

create_or_update_contact

Create or Update Contact

Create a new contact or update an existing one in Gist. Contacts are de-duplicated by email address. If a contact with the given email already exists, it will be updated. Supports setting custom properties, tags, and subscription types.

list_articles

List Articles

List or search knowledge base articles. Filter by status, collection, or author. Also supports text search by keyword and locale.

get_conversation_counts

Get Conversation Counts

Get conversation counts globally, per team, or per teammate. Useful for monitoring workload and queue sizes.

create_conversation

Create Conversation

Start a new conversation in Gist with a contact. Optionally assign it to a teammate or team and set priority.

manage_article

Manage Article

Create, update, or delete a knowledge base article in Gist. Articles support multi-language translations and can be organized into collections.

batch_import_contacts

Batch Import Contacts

Import multiple contacts at once into Gist. Returns a batch ID that can be used to check import status. Contacts are de-duplicated by email address.

list_events

List Events

List all tracked event types in your Gist workspace. Returns the names and IDs of all custom events that have been tracked.

reply_to_conversation

Reply to Conversation

Send a reply or add an internal note to a Gist conversation. Replies are visible to the contact; notes are visible only to teammates.

track_event

Track Event

Track a custom event for a contact in Gist. Events record product interactions like "Clicked Signup Button" or "Viewed Pricing Page". Identify the contact by email or user ID.

delete_contact

Delete Contact

Permanently delete a contact from Gist by their ID. This action cannot be undone.

list_contacts

List Contacts

List and filter contacts in your Gist workspace. Supports filtering by status, tag, segment, campaign, form, and email pattern. Results are paginated.

manage_campaign

Manage Campaign Subscription

Subscribe or unsubscribe a contact from a drip campaign. Optionally specify a starting email index or force-resubscribe contacts who previously unsubscribed.

manage_conversation

Manage Conversation

Perform actions on a Gist conversation: assign/unassign, close, snooze/unsnooze, prioritize, or tag/untag. Use this to manage conversation state and routing.

list_campaigns

List Campaigns

List drip email campaigns in your Gist workspace with their performance metrics including open rate, click rate, and subscriber counts.

manage_collection

Manage Collection

Create, update, delete, or list knowledge base collections. Collections organize articles into groups with support for nested parent/child hierarchies and multi-language translations.

search_conversations

Search Conversations

Search and filter conversations in Gist. Filter by assignee, team, channel, tags, and contact. Also retrieves conversation counts.

manage_product

Manage E-Commerce Product

Create, update, or retrieve e-commerce products and product variants in Gist. Products support categories, pricing, inventory, and SKUs.

manage_form

Manage Form

List forms, view form details and submissions, or subscribe a contact to a form. Forms capture lead data and can trigger automations.

manage_store

Manage E-Commerce Store

Create, update, or list e-commerce store connections in Gist. Stores define the currency, abandoned cart interval, and auto-tagging settings for your e-commerce integration.

list_teams

List Teams & Teammates

List all teams and teammates in your Gist workspace. Returns team members, online status, and role information.

manage_customer

Manage E-Commerce Customer

Create, update, or retrieve an e-commerce customer in Gist. Customers have billing/shipping addresses and are linked to Gist contacts.

manage_order

Manage E-Commerce Order

Create or update an e-commerce order in Gist. Orders track financial status, fulfillment, and line items. Status changes automatically update contact lifetime value (LTV) and trigger timeline events.

manage_subscription_type

Manage Subscription Type

List subscription types, or attach/detach a contact to control which communication categories they receive.

manage_cart

Manage E-Commerce Cart

Create, update, or delete an e-commerce shopping cart in Gist. Carts track line items and checkout URLs to power abandoned cart automations.

list_segments

List Segments

List all contact segments in your Gist workspace. Optionally include contact counts for each segment.

More integrations teams use with Gist

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.

Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Dataforseo

Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.

Item

Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.

Technical notes for Gist

Manage contacts, conversations, and marketing campaigns on the Gist customer messaging platform. Create, update, search, and delete contacts with custom properties, tags, and segments. Send and manage conversations across chat, email, Facebook, Twitter, and API channels — assign, snooze, close, prioritize, and add internal notes. Subscribe and unsubscribe contacts from drip email campaigns with performance metrics. Manage knowledge base articles and collections with multi-language support. Track custom events, manage forms and submissions, and control email subscription types. Full e-commerce integration: create stores, manage customers, products, variants, carts, and orders with financial and fulfillment tracking. View teams, teammates, and workspace metadata. Receive real-time webhook notifications for contact, conversation, campaign, meeting, and page visit events.

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Frequently asked questions

Common questions about connecting Gist to AI agents with Metorial.

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