Gist MCP server

Connect Gist to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Gist MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the manage tags tool in Gist
  • Use the get contact tool in Gist
  • Use the get conversation tool in Gist
  • Use the create or update contact tool in Gist
  • Use the list articles tool in Gist
  • Use the get conversation counts tool in Gist

Supported Tools

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 provide the acting teammate.

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.

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.

list_conversation_messages

List Conversation Messages

Read a page of conversation messages with optional internal notes. Use pagination to read beyond the first page.

get_batch_import_status

Get Batch Import Status

Check a batch_import_contacts job and inspect completed import errors. Queued jobs may omit import counts and errors.

get_article

Get Article

Retrieve a knowledge base article, including its language translations, author details, content, collection IDs, and statistics.

get_workspace

Get Workspace

Identify the Gist workspace authorized by this connection and inspect the token scopes and metadata.

Connect Gist to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Gist in Metorial. In your Metorial portal, enable the Gist MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Gist tools.

Run Gist through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Gist and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Gist tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Gist

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. 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.

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.

Linkedin

Authenticate LinkedIn members with OpenID Connect, fetch the authenticated member profile, and create self-serve LinkedIn shares with text, article links, and uploaded images. Organization and Community Management workflows should move to a separate slate because LinkedIn restricts combining those products in one app.

Calendly

List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.

Mailchimp

Manage email marketing audiences, campaigns, and automations. Create, send, schedule, and track email campaigns with detailed reporting on opens, clicks, and bounces. Add, update, and organize audience contacts with tags, segments, and interest groups. Set up and manage automation workflows triggered by subscriber activity or events. Connect e-commerce stores to manage customers, products, orders, and carts. Create and manage reusable email templates and landing pages. Upload and organize files for use in campaigns. Send transactional emails via the Mandrill API. Post custom events to trigger targeted automations. Configure webhooks to track subscribe, unsubscribe, profile updates, and email delivery events.

Technical notes for Gist

Manage Gist workspace contacts, conversations, marketing subscriptions, knowledge base articles, teams, and commerce data. Import contacts and inspect batch status, read paginated conversation messages, manage tags and forms, and sync store-scoped customers, products, carts, and orders.

Frequently asked questions

Common questions about connecting Gist to AI agents with Metorial.

  1. How many tools does the Gist MCP server have?
    The Gist MCP server exposes 32 tools, including Manage Tags, Get Contact, Get Conversation. Each one is governed and traced through Metorial.
  2. Gist exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Gist MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Gist and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Gist MCP server yourself or use the hosted gateway.

Connect Gist to production AI agents

See how Metorial gives your team governed access to Gist, with tracing and security controls built in.