Connect Heartbeat to AI agents

Connect Heartbeat 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

create_comment

Create Comment

Creates a comment on an existing thread. Content can be plain text or rich text (HTML). When rich text is provided, plain text is ignored.

create_event

Create Event

Creates a new event in your Heartbeat community. Events can have a location (Zoom requires an integrated Zoom account, Heartbeat creates a custom voice channel). You can invite attendees by email — existing users are invited directly, others receive an email invite.

create_channel

Create Channel

Creates a new channel in your Heartbeat community. Channels can be of type thread, chat, or voice.

manage_group

Manage Group

Creates a new group or manages group membership in your Heartbeat community. Can create groups, add users to groups, or remove users from groups. When adding a user, you can optionally remove them from sibling groups (groups sharing a parent), useful for moving users between stages.

send_invitation

Send Invitation

Sends an invitation email to a new user to join your Heartbeat community. Optionally specify a pre-approved invitation link to automatically approve the user.

deactivate_member

Deactivate Member

Deactivates a user in your Heartbeat community. The user will no longer be able to access the community, but their threads, comments, and messages are preserved. Can also reactivate a previously deactivated user.

create_thread

Create Thread

Creates a new thread in a specific channel. Content can be plain text or rich text (HTML). When rich text is provided, plain text is ignored. Supported HTML tags: p, a, b, h1, h2, h3, ul, li, br.

update_member

Update Member

Updates an existing user's information in your Heartbeat community. Can update name, email, roles, groups, bio, social links, and other profile fields.

send_direct_message

Send Direct Message

Sends a direct message to a community member. Useful for automated notifications, bot responses, or personalized outreach.

find_user

Find User

Finds a user in your Heartbeat community by email address or retrieves a specific user by ID.

create_member

Create Member

Creates a new user in your Heartbeat community. Optionally assign groups, set a profile picture, bio, social links, and trigger an introduction thread.

get_recent_posts

Get Recent Posts

Retrieves the most recently created threads in your Heartbeat community. Can filter by channel. "Recent" refers to creation timestamp — only the most recently created posts are returned.

list_members

List Members

Lists members of your Heartbeat community with optional filtering by group, role, or creation date. Returns a paginated list of users.

list_channels

List Channels

Lists channels in your Heartbeat community with optional filtering by type or archived status.

list_groups

List Groups

Lists access groups in your Heartbeat community with optional filtering. Can filter by parent group or by user membership.

More integrations teams use with Heartbeat

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

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.

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.

Technical notes for Heartbeat

Manage an online community on Heartbeat. Create, retrieve, update, and deactivate members. Manage groups and group membership, including moving users between groups. Create threads and comments in channels with plain text or rich text (HTML) content. Create channels and events, with support for Zoom or built-in voice locations. Send direct messages to community members. Send invitation emails to new users. Configure webhooks to receive notifications for community activity such as new users, threads, events, group joins, course completions, event RSVPs, direct messages, and abandoned invitations.

Connect Heartbeat to production AI agents

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

Frequently asked questions

Common questions about connecting Heartbeat to AI agents with Metorial.

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