Connect Heap to AI agents

Connect Heap 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.

Supported Tools

manage_user_properties

Manage User Properties

Attach custom properties to user profiles in Heap. Supports both single user and bulk updates (up to 1000 users per request). Use this to enrich user profiles with data from your database, demographic info, or other attributes not automatically captured by Heap. Properties can be set without an existing session, making this ideal for backfilling historical data.

manage_account_properties

Manage Account Properties

Attach custom properties to accounts in Heap for B2B analytics. Supports both single account and bulk updates (up to 1000 accounts per request). Use this to associate attributes like company name, plan tier, industry, or revenue potential with groups of users. Requires Account ID to be configured in your Heap project settings before use.

track_event

Track Event

Send custom server-side events to Heap. Supports both single event tracking and bulk event ingestion (up to 1000 events per request). Use this for events that need to exactly match your backend data, such as completed transactions, or events not available for client-side capture.

identify_user

Identify User

Link an anonymous Heap user ID to a known identity (e.g., email address), merging their activity history into a single user profile. This enables cross-session, cross-device, and cross-browser user tracking under one unified profile.

delete_user

Delete User

Delete a user and all their data from your Heap workspace. This checks all environments in your account for a matching user and removes their records. Primarily used for data privacy compliance (GDPR, CCPA). The user is looked up and then deleted via Heap's SCIM API.

More integrations teams use with Heap

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.

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.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

Heroku

Deploy, manage, and scale applications on Heroku's cloud platform. Create and configure apps, scale dynos, provision add-ons (databases, caching, etc.), manage configuration variables, build and release code, add custom domains and SSL certificates, manage collaborators and team permissions, configure pipelines for continuous delivery, set up log drains, and sync data with Salesforce via Heroku Connect. Subscribe to webhooks for real-time notifications on app changes, builds, releases, dyno lifecycle events, and more.

Technical notes for Heap

Track custom events, manage user identities, and enrich analytics data server-side. Send individual or bulk custom events with properties, attach user-level and account-level properties, identify and merge user profiles across sessions and devices, delete users for privacy compliance (GDPR/CCPA), and sync user segment membership to external systems via webhooks. Supports event-based webhooks and periodic segment sync callbacks for data export.

Connect Heap to production AI agents

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

Frequently asked questions

Common questions about connecting Heap to AI agents with Metorial.

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