Connect Moco to AI agents

Connect Moco 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

Tools58Triggers9

manage_timer

Manage Timer

Start or stop a timer on an activity. Timers can only be used for current-day activities.

get_project

Get Project

Retrieve detailed information about a specific project, including its budget, billing configuration, tasks, and assignments.

list_activities

List Activities

Retrieve time tracking entries (activities). Filter by date range, project, task, user, or billing status. By default returns activities for the authenticated user.

create_contact

Create Contact

Create a new contact person in MOCO. Requires last name and gender. Can be linked to a company.

delete_company

Delete Company

Permanently delete a company from MOCO.

list_projects

List Projects

Retrieve a list of projects from MOCO. Supports filtering by company, leader, tags, date range, and more. Returns project details including budgets, billing config, and assignments.

get_company

Get Company

Retrieve detailed information about a specific company, including contact details, type, and custom properties.

update_company

Update Company

Update an existing company's properties. Can also archive or unarchive companies by setting the action field.

create_activity

Create Activity

Log a new time entry against a project task. Specify date, duration, and optionally a description. Can also start a timer for current-day entries.

delete_project

Delete Project

Permanently delete a project. Only projects with no activities, invoices, offers, or expenses can be deleted.

create_company

Create Company

Create a new company in MOCO. Specify name and type (customer, supplier, or organization). Customers also require a currency.

delete_activity

Delete Activity

Delete a time entry. Only unbilled and unlocked activities can be deleted.

get_contact

Get Contact

Retrieve detailed information about a specific contact person.

update_activity

Update Activity

Update an existing time entry. Modify duration, description, billing status, or tags.

create_project

Create Project

Create a new project in MOCO. Requires project name, currency, dates, and customer assignment. Optionally configure billing, budgets, and tags.

list_companies

List Companies

Retrieve a list of companies (customers, suppliers, or organizations). Supports filtering by type, tags, and search term.

list_contacts

List Contacts

Retrieve a list of contact persons. Supports filtering by tags, search term, and phone number.

get_project_report

Get Project Report

Retrieve a project's business report with key indicators including budget progress, hours logged, invoiced amounts, and cost breakdowns.

update_project

Update Project

Update an existing project's properties. Can also archive or unarchive projects by setting the action field.

delete_deal

Delete Deal

Permanently delete a deal/lead from MOCO.

delete_invoice

Delete Invoice

Delete an invoice. Non-draft invoices require a reason for deletion.

update_project_task

Update Project Task

Update an existing task within a project.

update_offer_status

Update Offer Status

Change the status of an offer/proposal. When a client digitally confirms, it triggers an update event.

list_project_expenses

List Project Expenses

Retrieve expenses for a specific project. Filter by billing status, budget relevance, or user.

list_users

List Users

Retrieve a list of users/staff members. Supports filtering by archived status, tags, and email.

list_deals

List Deals

Retrieve a list of deals/leads from the sales pipeline. Filter by status, tags, company, or date range.

delete_contact

Delete Contact

Permanently delete a contact person from MOCO.

create_deal

Create Deal

Create a new deal/lead in the sales pipeline. Requires name, currency, deal value, reminder date, assigned user, and deal category.

delete_project_expense

Delete Project Expense

Delete a project expense. Only unbilled expenses can be deleted.

list_purchases

List Purchases

Retrieve a list of purchases/expenditures. Filter by category, company, status, payment method, tags, or date.

create_project_expense

Create Project Expense

Add an expense to a project. Requires date, title, quantity, unit, unit price, and unit cost.

create_project_task

Create Project Task

Create a new task within a project. Tasks define work categories for time tracking.

delete_comment

Delete Comment

Delete a manual comment. Only manually created comments can be deleted.

create_planning_entry

Create Planning Entry

Create a new resource planning entry to schedule a team member on a project or deal for a time period.

create_invoice

Create Invoice

Create a new invoice in MOCO. Requires customer, billing address, dates, title, tax rate, currency, and at least one line item.

create_comment

Create Comment

Add a comment/note to an entity (Project, Contact, Company, Deal, Invoice, Offer, or Purchase).

update_deal

Update Deal

Update an existing deal/lead's properties, status, or assignment.

list_presences

List Presences

Retrieve clock-in/clock-out presence entries. Filter by date range and user.

get_deal

Get Deal

Retrieve detailed information about a specific deal/lead.

get_invoice

Get Invoice

Retrieve detailed information about a specific invoice, including line items, payments, and reminders.

update_invoice_status

Update Invoice Status

Change the status of an existing invoice. Available statuses: created, sent, overdue, ignored.

create_offer

Create Offer

Create a new offer/proposal. Requires recipient address, dates, title, tax rate, currency, and line items.

delete_purchase

Delete Purchase

Delete a purchase/expenditure. Only pending purchases with no payments can be deleted.

get_offer

Get Offer

Retrieve detailed information about a specific offer/proposal.

list_planning_entries

List Planning Entries

Retrieve resource planning entries. A period filter is required. Optionally filter by user, project, or deal.

get_user

Get User

Retrieve detailed information about a specific user/staff member.

clock_in_out

Clock In/Out

Toggle clock-in or clock-out for the authenticated user. If clocked out, this will clock you in; if clocked in, this will clock you out.

delete_planning_entry

Delete Planning Entry

Delete a resource planning entry.

update_contact

Update Contact

Update an existing contact person's details.

get_purchase

Get Purchase

Retrieve detailed information about a specific purchase/expenditure.

list_invoices

List Invoices

Retrieve a list of invoices. Filter by status, company, project, date range, tags, or search term.

list_project_tasks

List Project Tasks

Retrieve all tasks for a specific project. Tasks represent the work categories that time can be logged against.

create_presence

Create Presence

Create a presence entry with specific date and time. Useful for manual time corrections.

delete_project_task

Delete Project Task

Delete a task from a project. Only tasks with no tracked hours can be deleted.

update_planning_entry

Update Planning Entry

Update an existing resource planning entry.

list_comments

List Comments

Retrieve comments/notes on entities. Filter by entity type (Project, Contact, Company, Deal, Invoice, Offer, Purchase) and entity ID.

list_offers

List Offers

Retrieve a list of offers/proposals. Filter by status, company, project, deal, or date range.

create_purchase

Create Purchase

Create a new purchase/expenditure. Requires date, currency, payment method, and at least one item with title, total, and tax rate.

More integrations teams use with Moco

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 Moco

Manage projects, time tracking, invoicing, and CRM for agencies and service businesses. Create and update projects with budgets, tasks, and staff assignments. Log time entries (activities) against project tasks for billable and non-billable hours. Manage companies, contacts, deals, and sales pipelines. Create and send invoices, track payments, and handle invoice reminders. Generate offers/proposals with digital client approval workflows. Manage purchases, expenses, and receipts. Schedule resources and plan team capacity across projects. Administer users, employment details, absences, leave requests, and clock-in/clock-out presences. Retrieve project reports with budget progress, hours logged, and cost breakdowns. Configure custom properties, hourly rates, tags, and account settings. Subscribe to webhooks for real-time notifications on activities, companies, contacts, projects, invoices, offers, deals, expenses, and purchases.

Connect Moco to production AI agents

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Frequently asked questions

Common questions about connecting Moco to AI agents with Metorial.

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