Connect Mode to AI agents

Connect Mode 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

manage_query

Manage Query

Create, update, list, or delete SQL queries within a Mode report. Use **create** to add a new SQL query to a report. Use **update** to modify an existing query's SQL, name, or data source. Use **list** to get all queries in a report. Use **delete** to remove a query from a report.

get_report_run

Get Report Run

Retrieve the status and details of a specific report run, including its state, timestamps, and associated query runs.

list_reports

List Reports

List reports within a Mode workspace. You can filter reports by collection or data source. Supports ordering and filtering by creation or update timestamps.

get_report

Get Report

Retrieve detailed information about a specific Mode report by its token. Returns the report's name, description, archived status, timestamps, and associated collection.

manage_report_schedule

Manage Report Schedule

Create, update, or delete a schedule for a Mode report. Use **create** to set up a recurring schedule with configurable frequency, time, and timezone. Use **update** to modify an existing schedule's parameters. Use **delete** to remove a schedule.

list_datasets

List Datasets

List datasets in the workspace. Filter by collection or data source. Supports ordering by creation or update timestamps.

list_report_runs

List Report Runs

List all runs for a given report with filtering and ordering support. Returns a list of run statuses and timestamps.

run_report

Run Report

Trigger a new execution (run) of a Mode report. Optionally pass parameters to customize the run. Returns the run's token and initial state so you can track its progress.

list_report_schedules

List Report Schedules

List all scheduled runs configured for a specific Mode report. Returns schedule details including frequency, time, and timezone.

list_members

List Members

List all members of the Mode workspace. Returns each member's username, email, name, admin status, and membership state.

list_definitions

List Definitions

List metric definitions in the workspace. Definitions provide a shared vocabulary for key metrics across the organization. Optionally filter by tokens.

list_collections

List Collections

List all collections (formerly Spaces) in the workspace. Optionally filter to include all collections (including ones the admin has not joined) or only custom collections.

list_data_sources

List Data Sources

List all database connections (data sources) configured in the workspace. Returns each data source's name, adapter type, host, database, and port.

manage_dataset

Manage Dataset

Update or delete a Mode dataset. Use **update** to change the dataset's name, description, or move it to a different collection. Use **delete** to permanently remove a dataset.

manage_definition

Manage Definition

Create, update, or delete a metric definition in the workspace. Use **create** to add a new shared metric definition. Use **update** to modify an existing definition. Use **delete** to remove a definition.

manage_report

Manage Report

Update, archive, unarchive, or delete a Mode report. Use **update** to change the report's name, description, or move it to a different collection. Use **archive** or **unarchive** to soft-delete/restore a report. Use **delete** to permanently remove a report.

manage_collection

Manage Collection

Create, update, or delete a collection (Space) in the workspace. Use **create** to make a new collection for organizing reports. Use **update** to rename or change the description. Use **delete** to remove an empty collection (all reports must be removed first).

More integrations teams use with Mode

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.

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.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

Heroku

Deploy, manage, and scale applications on Heroku's cloud platform. Create and configure apps, scale dynos, provision add-ons (databases, caching, etc.), manage configuration variables, build and release code, add custom domains and SSL certificates, manage collaborators and team permissions, configure pipelines for continuous delivery, set up log drains, and sync data with Salesforce via Heroku Connect. Subscribe to webhooks for real-time notifications on app changes, builds, releases, dyno lifecycle events, and more.

Technical notes for Mode

Manage collaborative analytics reports, SQL queries, and dashboards. Create, update, archive, and delete reports within collections. Execute report runs and retrieve query results, with export to CSV or PDF. Schedule recurring report executions and manage subscriptions for report distribution. Manage datasets, data source connections, and metric definitions. Organize reports into collections (spaces). Access and manage Python/R notebooks within reports. Manage workspace members and roles. Receive webhook notifications for report, run, data source, definition, and membership events.

Connect Mode to production AI agents

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

Frequently asked questions

Common questions about connecting Mode to AI agents with Metorial.

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