Connect Jobnimbus to AI agents

Connect Jobnimbus 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_estimate

Create Estimate

Create a new estimate in JobNimbus. Estimates are associated with a contact or job and can include customer notes, internal notes, and a status.

list_jobs

List Jobs

Search and list jobs (projects) in JobNimbus. Supports filtering by status, workflow type, contact, tags, and more. Returns paginated results.

list_financial_documents

List Financial Documents

List estimates and/or invoices from JobNimbus. Can filter by document type, status, and parent record. Returns paginated results.

update_task

Update Task

Update an existing task in JobNimbus. Can mark tasks as completed, change priority, update dates, and more. Only the fields you provide will be updated.

get_contact

Get Contact

Retrieve a single contact by its ID. Returns all available fields including name, address, contact info, workflow status, tags, and related records.

create_job

Create Job

Create a new job (project) in JobNimbus. Jobs must be associated with a contact. You can set the job name, address, workflow status, and more.

create_task

Create Task

Create a new task in JobNimbus. Tasks can be associated with contacts or jobs and include priority levels, dates, and assignees.

get_job

Get Job

Retrieve a single job (project) by its ID. Returns all available fields including name, address, status, related contact, tags, and assignees.

list_contacts

List Contacts

Search and list contacts in JobNimbus. Supports filtering by name, email, status, workflow type, tags, and more using Elasticsearch-style query filters. Returns paginated results.

update_job

Update Job

Update an existing job (project) in JobNimbus. Only the fields you provide will be updated; other fields remain unchanged.

update_contact

Update Contact

Update an existing contact in JobNimbus. Only the fields you provide will be updated; other fields remain unchanged.

list_tasks

List Tasks

Search and list tasks in JobNimbus. Supports filtering by completion status, associated contact/job, and more. Returns paginated results.

create_contact

Create Contact

Create a new contact in JobNimbus. Contacts represent customers, leads, or other people you work with. You can set name, contact info, address, workflow status, tags, and more.

create_invoice

Create Invoice

Create a new invoice in JobNimbus. Invoices are associated with a contact or job and can include customer notes, internal notes, and a status.

create_activity

Create Activity

Create a new activity (note) in JobNimbus. Activities are associated with a contact or job and can include notes and other information.

delete_contact

Delete Contact

Permanently delete a contact from JobNimbus. This action cannot be undone.

list_activities

List Activities

List activities (notes, status changes, etc.) in JobNimbus. Filter by parent contact/job to see the activity history for a specific record.

create_file

Create File

Upload a file attachment to a contact in JobNimbus. Files are uploaded as base64-encoded data within the JSON payload. Supports documents, photos, and other file types.

More integrations teams use with Jobnimbus

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.

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 Jobnimbus

Manage contacts, jobs, tasks, estimates, invoices, and work orders for service and contracting businesses. Create and update contacts with details like name, email, phone, address, tags, and custom fields. Create and track jobs (projects) through configurable workflow statuses. Manage tasks with priorities, due dates, and assignees. Generate estimates and invoices, handle work orders and material orders. Upload and attach files to contacts or jobs. Add notes and retrieve activity history. Search and filter records using query parameters. Receive webhooks for changes to contacts, jobs, tasks, orders, payments, attachments, and activities.

Connect Jobnimbus to production AI agents

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

Frequently asked questions

Common questions about connecting Jobnimbus to AI agents with Metorial.

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