Insightoai MCP server

Connect Insightoai 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 Insightoai MCP server

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

  • Use the list contacts tool in Insightoai
  • Use the manage assistant tool in Insightoai
  • Use the delete conversation tool in Insightoai
  • Use the list widgets tool in Insightoai
  • Use the manage webhook tool in Insightoai
  • Use the manage contact tool in Insightoai

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 for form and conversation events. Delivery is attempted once; the provider currently does not retry failures or send an HMAC signature.

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 text message through a widget connected to SMS or WhatsApp. Use a recipient phone number including its country code.

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.

who_am_i

Get Current Account

Retrieve the account profile connected to the current API key.

list_campaigns

List Campaigns

Discover scheduled campaigns and their IDs, status, scheduling, and linked contacts. Retrieve a specific campaign by ID for details.

Connect Insightoai 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 Insightoai in Metorial. In your Metorial portal, enable the Insightoai 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 Insightoai tools.

Run Insightoai through the Metorial gateway

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

  • Give Insightoai and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Insightoai 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 Insightoai

Google Sheets

Create, read, and update spreadsheets and their cell data. Read and write values to individual cells, ranges, or multiple ranges using A1 notation or named ranges. Apply cell formatting including text styles, backgrounds, borders, number formats, and conditional formatting. Manage sheets (tabs) within a spreadsheet—add, delete, copy, rename, and reorder them. Create and manage embedded charts, pivot tables, filter views, data validation rules, protected ranges, named ranges, and merged cells. Perform batch operations to apply multiple updates atomically.

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.

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.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. 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. 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.

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.

Frequently asked questions

Common questions about connecting Insightoai to AI agents with Metorial.

  1. How many tools does the Insightoai MCP server have?
    The Insightoai MCP server exposes 19 tools, including List Contacts, Manage Assistant, Delete Conversation. Each one is governed and traced through Metorial.
  2. Insightoai 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 Insightoai MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Insightoai and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Insightoai MCP server yourself or use the hosted gateway.

Connect Insightoai to production AI agents

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