Connect Metorial Search to AI agents

Connect Metorial Search 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

getWebContent

Get Web Content

Fetch the readable content of a single page. Use this after webSearch when you already know the target URL and want the page text plus discovered links.

webSearch

Web Search

Search the web. Use this first when you need to discover relevant URLs, recent coverage, documents, images, code, or research before opening a page.

More integrations teams use with Metorial Search

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.

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.

Metorial Crawl

Extract readable content and links from a known URL. Best for focused page retrieval after discovery is already done.

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.

How to use Metorial Search on Metorial

Build a Prospect Research Brief Using Web Search and Apollo Data

Before an account executive calls a prospect, the agent searches the web for company news and competitive positioning, cross-references Apollo for contact details and org structure, and compiles a pre-call research brief.

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.

Competitive Intelligence Digest for Sales Teams

Research competitor domains for SEO positioning, keyword gaps, and technology stacks, then compile findings into a structured briefing posted to a Slack channel for the sales team.

Competitive Intelligence Research and Slack Briefing

Automatically search the web for competitor news, product updates, and pricing changes, then deliver a structured competitive intelligence briefing to the relevant Slack channel so GTM teams stay informed without manual research.

Compile Competitive Intelligence Briefings from Web Research

Research competitor websites, recent news, and product announcements using web search, then compile structured briefings that are posted to a Slack channel for the go-to-market team.

Compile Competitive Intelligence Reports from Web Research into SharePoint

The agent searches the web for competitor product updates, pricing changes, and press coverage, extracts structured intelligence from the top sources, and saves a formatted competitive report to a SharePoint document library for the product and sales teams.

Compile Competitive Intelligence Reports Using Web Research

Product and marketing teams need regular competitive intelligence but manual research across competitor websites, press releases, and review sites is time-consuming. This workflow searches for recent competitor updates, extracts structured content from key pages, and compiles a digest that can be shared with the team.

Compile Wealth Management Client Briefings from Web Research and Outlook Calendar

Before a client meeting, automatically research the client's company and portfolio context online, pull upcoming calendar details from Outlook, and compile a structured pre-meeting briefing for the advisor.

Enrich Apollo Prospects with Web Research Before Adding to Sequences

Before adding prospects to an outreach sequence, the agent searches the web for recent role changes, company news, and relevant triggers for each contact, personalizes a research note, and then adds the enriched contacts to the appropriate Apollo sequence.

Enrich Salesforce Accounts with Live Web Intelligence

Keep Salesforce account records current by periodically researching each account online, extracting key firmographic signals, and writing enriched data back without manual data entry.

Enrich Salesforce Leads with Web Research Before Outreach

For each new Salesforce lead, research the contact's company using web search and structured page extraction, then update the lead record with enriched firmographic data to improve outreach personalisation.

Investigate and Triage GitHub Issues Using Web Research for Context

For newly opened GitHub issues, search the web and relevant documentation pages to gather context about the reported problem, then add a structured comment with investigation findings and suggested next steps to help maintainers triage faster.

Qualify and Enrich Inbound HubSpot Leads with Web Research

When new leads arrive in HubSpot, research their company online, enrich the contact record with firmographic data, and update the deal stage so sales reps focus only on well-qualified opportunities.

Research and Qualify Inbound Leads Before Adding to Salesforce

Sales development teams waste time entering and qualifying leads that don't meet ideal customer profile criteria. This workflow researches inbound leads using web search, validates company fit against ICP criteria, and creates qualified Salesforce leads with enriched data so SDRs focus only on the best prospects.

Research Prospect Accounts Before Sales Calls

Before a scheduled sales call, research the prospect company using web search, scrape their website for recent product and funding news, and post a concise briefing to Slack so the rep arrives prepared.

Technical notes for Metorial Search

Search the web and fetch readable content from selected pages. Built for fast discovery and content extraction.

Connect Metorial Search to production AI agents

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

Frequently asked questions

Common questions about connecting Metorial Search to AI agents with Metorial.

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