Connect Item to AI agents

Connect Item 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.

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Supported Tools

Tools11Triggers1

list_objects

List Objects

List records for a specific item object type such as contacts, companies, or a custom object. Supports pagination, search, sorting, and field-based filters.

create_object

Create Object

Create a new contact, company, or custom object record in item. Contacts and companies may deduplicate automatically based on item matching rules.

delete_object

Delete Object

Soft-delete an item record by ID. Relationships involving the record are also soft-deleted.

update_object

Update Object

Update one or more fields on an existing item record. Supports both system fields and custom fields, leaving unspecified fields unchanged.

get_object

Get Object

Fetch a single item record by ID, or by email for contacts. Useful for retrieving the full flattened record with all available fields.

list_users

List Users

List organization users in item, including their IDs and access levels. Useful for mapping owner fields or assigning records.

execute_view

Execute View

Run a shared item view and return its filtered, sorted records. This is the preferred way to pull structured item data on a schedule.

get_schema

Get Schema

Retrieve the item schema for all available object types, including field definitions and select options. Useful for discovering custom objects and valid field names before creating or updating records.

batch_upsert_objects

Batch Upsert Objects

Create or update up to 100 item records in one request. Each record is processed independently, so partial success is possible.

list_views

List Views

List shared views configured for an item object type. Views capture saved filters, sorting, and visible columns from the item UI.

trigger_skill_webhook

Trigger Skill Webhook

Send a JSON payload to an item skill webhook to start a skill run. Optionally signs the payload with an HMAC-SHA256 signature using the API key as the shared secret.

More integrations teams use with Item

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.

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.

How to use Item on Metorial

Bulk Upsert Salesforce Leads into Item CRM After Web Research Enrichment

The agent pulls a list of Salesforce leads, enriches each one with web research on their company and recent activity, then bulk upserts the enriched records into Item CRM with updated fields and contact notes.

Technical notes for Item

Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.

Connect Item to production AI agents

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Frequently asked questions

Common questions about connecting Item to AI agents with Metorial.

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