Connect Grist to AI agents

Connect Grist 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.

Deploy GristBook a demo

Supported Tools

Tools23Triggers1

update_webhook

Update Webhook

Update an existing webhook's configuration such as URL, event types, enabled state, or ready column.

update_document

Update Document

Update a document's properties such as name and pinned status. Can also move the document to a different workspace.

delete_document

Delete Document

Soft-delete a document (move to trash) or permanently delete it. Soft-deleted documents can be restored.

list_orgs

List Organizations

List all accessible organizations (team sites and personal spaces). Returns org IDs, names, and domains that the authenticated user can access.

add_records

Add Records

Add one or more records (rows) to a table. Each record is an object of column ID to value mappings.

delete_webhook

Delete Webhook

Delete a webhook from a document. Optionally clear the pending delivery queue for a specific webhook or all webhooks.

list_webhooks

List Webhooks

List all webhooks configured for a document, including their URLs, target tables, event types, and delivery status.

delete_records

Delete Records

Delete records from a table by their record IDs.

list_tables

List Tables

List all tables in a Grist document. Returns table IDs and metadata.

create_table

Create Table

Create one or more tables in a Grist document. Each table can be initialized with columns.

add_or_update_records

Add or Update Records

Upsert records: for each record, check if a matching record exists using the "require" fields. If found, update it with the "fields" values. If not found, create a new record combining "require" and "fields".

fetch_records

Fetch Records

Fetch records (rows) from a table with optional filtering, sorting, and limiting. Supports filtering by column values and sorting in ascending/descending order.

create_document

Create Document

Create a new empty document in a workspace.

list_columns

List Columns

List all columns in a table. Returns column IDs, types, labels, and other metadata.

delete_workspace

Delete Workspace

Soft-delete a workspace (move to trash) or permanently delete it. Soft-deleted workspaces can be restored.

get_document

Get Document

Retrieve details about a specific Grist document, including its name, workspace, and access information.

list_workspaces

List Workspaces

List all workspaces in an organization, including their documents. Use the org ID from the List Organizations tool.

run_sql

Run SQL Query

Execute a read-only SQL SELECT query against a document's SQLite database. Supports parameterized queries to prevent SQL injection. Only SELECT statements are allowed.

update_records

Update Records

Update existing records in a table by their record IDs. Only specified fields will be modified.

create_workspace

Create Workspace

Create a new workspace in an organization.

modify_columns

Modify Columns

Create, update, or delete columns in a table. Supports adding new columns with types and formulas, updating existing column properties, or removing columns.

list_attachments

List Attachments

List attachment metadata for a document. Returns file names, sizes, and upload times. Can also clean up unused attachments to free storage.

create_webhook

Create Webhook

Create a webhook that sends POST requests to a URL when data changes in a document table. Supports filtering by event types (add, update) and gating with a ready column.

More integrations teams use with Grist

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 Grist

Manage organizations, workspaces, documents, tables, columns, and records in Grist's relational spreadsheet-database. Create and modify tables and columns with typed fields (Text, Numeric, Date, Choice, Ref, etc.). Fetch, add, update, and delete records with filtering, sorting, and upsert support. Upload and manage file attachments. Execute read-only SQL queries against document data. Apply batch operations via user actions. Create and manage webhooks for row-added and row-updated events. Download documents as .grist or .sqlite files. Manage workspace and document access, pinning, and organization.

Connect Grist to production AI agents

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

Book a demoDeploy Grist

Frequently asked questions

Common questions about connecting Grist to AI agents with Metorial.

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