Connect Needle to AI agents

Connect Needle 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

get_file_upload_url

Get File Upload URL

Generate signed upload URLs for uploading local or private files to Needle. After uploading a file to the signed URL, use the returned reference URL when adding the file to a collection.

list_collection_files

List Collection Files

List files in a collection with pagination support. Returns file metadata including name, size, content type, and indexing status.

delete_collection

Delete Collection

Permanently delete a collection and all its indexed files. This action cannot be undone.

list_collections

List Collections

List all document collections accessible to the authenticated user. Returns each collection's name, ID, creation date, and search query count.

list_connectors

List Connectors

List all configured data source connectors. Connectors automatically sync and index content from external sources like Google Drive, SharePoint, Notion, Slack, and others into collections.

get_collection

Get Collection

Retrieve details and statistics for a specific collection, including file counts, chunk counts, character counts, and indexing status breakdown.

create_collection

Create Collection

Create a new document collection. The authenticated user will be the owner of the created collection. Collections are the primary organizational unit for indexing and searching documents.

search_collection

Search Collection

Perform AI-powered semantic search across all documents in a collection. Needle automatically handles chunking, embedding, and reranking to return the most relevant text passages for the given query.

get_file_download_url

Get File Download URL

Generate a signed download URL for a specific file. The URL can be used to download the file's content directly.

delete_files_from_collection

Delete Files from Collection

Remove one or more files from a collection by their file IDs. Files managed by connectors (e.g. Google Drive sync) cannot be manually deleted.

add_files_to_collection

Add Files to Collection

Add one or more files to a collection by providing a URL for each file. URLs can be public or signed upload URLs obtained via the **Get File Upload URL** tool. Files are automatically indexed for semantic search after being added.

More integrations teams use with Needle

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.

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.

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.

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.

Technical notes for Needle

Manage document collections, perform AI-powered semantic search, and build automated workflows. Create, list, update, and delete collections that index documents for retrieval-augmented generation (RAG). Add files to collections via URL or signed upload, supporting PDFs, Word, Excel, CSV, Markdown, and more with OCR capabilities. Search across indexed documents using semantic search with automatic chunking, embedding, and reranking. Connect 25+ external data sources (Google Drive, SharePoint, Notion, Slack, GitHub, Salesforce, Gmail) that automatically sync and reindex content. Build visual AI-powered workflows with agent nodes, conditional logic, loops, and integrations to external services.

Connect Needle to production AI agents

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

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Frequently asked questions

Common questions about connecting Needle to AI agents with Metorial.

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