Connect Insightoai to AI agents

Connect Insightoai 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

list_contacts

List Contacts

Retrieve a paginated list of contacts, or get a specific contact by ID. Contacts are end users who have interacted with AI agents.

manage_assistant

Manage Assistant

Create, update, or delete an AI assistant. Assistants define the behavior, personality, and capabilities of the AI agents that handle conversations. Configure prompts, LLM model, voice settings, and connected tools.

delete_conversation

Delete Conversation

Delete a conversation by its ID. Permanently removes the conversation and its messages.

list_widgets

List Widgets

Retrieve a paginated list of widgets, or get a specific widget by ID. Widgets are deployment endpoints for AI agents — they can be embedded on websites, connected to telephony providers for voice, or linked to messaging channels.

manage_webhook

Manage Webhook

Create, update, or delete outbound webhooks. Webhooks push real-time data to external platforms when events occur (form submissions, conversation events, etc.). Each webhook must be uniquely assigned to a single form or assistant.

manage_contact

Manage Contact

Create, update, or delete a contact. Contacts represent end users who interact with AI agents. Supports upsert (create or update by email/phone) for easy idempotent operations.

send_message

Send Message

Send a message through a chat-based AI assistant via a configured widget. Messages can be sent across channels like SMS, WhatsApp, or web chat depending on the widget's configuration.

manage_campaign

Manage Campaign

Create, update, delete, or run outbound campaigns. Campaigns allow reaching multiple contacts via voice calls or chat messages. Use the "run" action to execute a campaign through a specific widget.

list_assistants

List Assistants

Retrieve a paginated list of AI assistants. Optionally fetch details for a specific assistant by ID, including linked widgets and data sources.

manage_form

Manage Form

Create, update, or delete forms that AI agents use to collect structured data from users during conversations. Forms can be connected to webhooks for pushing captured data to external systems.

make_call

Make Outbound Call

Initiate an AI-powered outbound phone call to a specified phone number via a configured voice widget. The widget must be connected to a telephony provider (Twilio, Plivo, or Telnyx). Supports dynamic prompt variables for personalized conversations.

list_webhooks

List Webhooks

Retrieve all outbound webhooks, or get a specific webhook by ID including its delivery logs.

list_data_sources

List Data Sources

Retrieve a paginated list of data sources (knowledge bases), or get a specific data source by ID including its files.

list_forms

List Forms

Retrieve a paginated list of forms, or get a specific form by ID. Can also list captured form submissions for a given form.

manage_data_source

Manage Data Source

Create or delete data sources, and add text content to existing data sources. Data sources serve as knowledge bases that AI agents reference during conversations. Also supports linking a data source to an assistant.

list_conversations

List Conversations

Retrieve conversations between AI agents and end users. Supports filtering by date range and fetching a specific conversation with its transcript. Can also list conversations for a specific contact.

disconnect_call

Disconnect Call

Disconnect an active AI voice call by its conversation ID. Use this to programmatically end ongoing calls or implement custom call flow logic.

More integrations teams use with Insightoai

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.

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.

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 Insightoai

Build, configure, and deploy AI-powered chat and voice agents across multiple channels. Create and manage AI assistants with custom prompts, knowledge bases, and tool integrations. Initiate outbound voice calls and bulk calling campaigns. Send messages through chat channels including SMS, WhatsApp, web chat, Telegram, Instagram, and Messenger. Manage contacts, conversations, forms, intents, and conversation flows. Configure data sources and knowledge bases for AI agents. Run outbound campaigns for voice and chat outreach. Collect structured data via AI-driven forms with webhook delivery. Access conversation analytics and interaction logs. Manage webhooks to push real-time events (form submissions, new conversations, new contacts) to external systems. Supports agency white-label features and custom tool integrations with external APIs.

Connect Insightoai to production AI agents

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

Frequently asked questions

Common questions about connecting Insightoai to AI agents with Metorial.

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