Connect Pendo to AI agents

Connect Pendo 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

list_pages

List Pages

List all tagged pages in Pendo. Returns page names, IDs, and URL rules. Optionally filter by application ID for multi-app subscriptions.

create_segment

Create Segment

Create a new API-managed segment in Pendo from a list of visitor IDs. Segments are created instantly, but adding visitors is processed asynchronously.

update_visitor_metadata

Update Visitor Metadata

Create or update custom metadata fields on a visitor record in Pendo. If the visitor does not exist, a new visitor record will be created with the provided metadata. Custom metadata fields will be automatically created if they don't exist.

list_features

List Features

List all tagged features in Pendo. Returns feature names, IDs, and click selectors. Optionally filter by application ID for multi-app subscriptions.

bulk_delete

Bulk Delete Visitors or Accounts

Permanently delete visitor or account records from Pendo in bulk. All events associated with the specified IDs will be deleted. Deletion is processed in batches and may take up to 21 days for GDPR compliance.

get_account

Get Account

Retrieve an account record from Pendo by account ID. Returns account metadata including custom fields, first and last visit timestamps, and associated visitor information.

get_metadata_schema

Get Metadata Schema

Retrieve the metadata schema for visitors or accounts in Pendo. Shows all configured metadata fields (both auto and custom), their types, and configuration. Useful for understanding available fields before running aggregations or updating metadata.

get_visitor

Get Visitor

Retrieve a visitor record from Pendo by visitor ID. Returns visitor metadata including custom fields, first and last visit timestamps, and associated account information.

update_account_metadata

Update Account Metadata

Create or update custom metadata fields on an account record in Pendo. If the account does not exist, a new account record will be created with the provided metadata. Custom metadata fields will be automatically created if they don't exist.

delete_segment

Delete Segment

Delete a segment from Pendo by segment ID. This permanently removes the segment definition. Requires an integration key with write access.

run_aggregation

Run Aggregation

Execute an aggregation query against Pendo's analytics data. Aggregations use a MongoDB-like pipeline to query data sources such as page events, feature events, guide events, poll responses, and track events. Common data sources: **visitors**, **pageEvents**, **featureEvents**, **guideEvents**, **guidesSeen**, **pollsSeen**, **pollEvents**, **trackEvents**, **events**. Pipeline steps include **source** (required first step), **filter**, **group**, **sort**, **limit**, **select**, **bulkExpand**, and **identified**.

get_report

Get Report

Retrieve results from a Pendo visitor or account report by report ID. JSON results are returned inline; CSV results are returned as a Slate attachment.

get_guide

Get Guide

Retrieve a specific guide from Pendo by ID. Returns full guide configuration including steps, targeting rules, launch method, and deployment status.

list_guides

List Guides

List all guides in Pendo. Returns guide names, IDs, deployment status, and step details. Optionally filter by application ID for multi-app subscriptions.

list_segments

List Segments

List all segments defined in Pendo. Returns segment names, IDs, and types. Segments are used to group visitors and accounts for analytics filtering and guide targeting.

send_track_event

Send Track Event

Send a server-side Track Event to Pendo for an action that is not captured automatically by the Pendo agent. Requires the app-specific Track Event shared secret, which is different from the Engage integration key.

update_segment

Update Segment

Update an API-managed Pendo segment's name or visitor list. Pendo only allows this for segments created through the API.

patch_segment_visitors

Patch Segment Visitors

Add or remove small batches of visitors from an API-managed Pendo segment. Pendo limits each patch call to 10 operations and 1000 total visitors.

list_reports

List Reports

List public Pendo visitor and account reports available through the API. Use this to discover report IDs before calling Get Report.

get_track_type

Get Track Type

Retrieve a specific Pendo track event type by track type ID.

start_segment_visitor_export

Start Segment Visitor Export

Start an asynchronous export of visitors in a Pendo segment. Use Get Segment Visitor Export with the returned job ID to check status and retrieve CSV results.

get_page

Get Page

Retrieve a specific tagged page from Pendo by page ID. Returns the page name, rules, and raw page configuration.

get_bulk_delete_status

Get Bulk Delete Status

List outstanding Pendo bulk deletion requests or retrieve the preserved status receipt for a specific deletion request ID.

get_segment_visitor_export

Get Segment Visitor Export

Check the status of a Pendo segment visitor export job or retrieve completed CSV export results as a Slate attachment.

list_track_types

List Track Types

List custom track event types known to Pendo. Optionally filter by application ID or expand across all applications in a multi-app subscription.

verify_integration_key

Verify Integration Key

Verify the configured Pendo integration key and return Pendo's key capability details, including write access when provided by the API.

get_feature

Get Feature

Retrieve a specific tagged feature from Pendo by feature ID. Returns the feature name and raw feature configuration.

More integrations teams use with Pendo

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.

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.

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 Pendo

Manage product analytics data, in-app guidance, and user feedback. Retrieve, create, and update visitor and account records with custom metadata. Create and manage in-app guides (tooltips, modals, walkthroughs) and segments for targeting users. Query aggregated product usage data including page events, feature events, guide interactions, poll responses, and track events using a flexible aggregation pipeline. Send custom track events from client-side and server-side sources. Manage legacy feedback requests and product roadmap data. Receive real-time webhook notifications for events like guide displays, NPS surveys, poll submissions, visitor creation, and account creation.

Connect Pendo to production AI agents

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

Frequently asked questions

Common questions about connecting Pendo to AI agents with Metorial.

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