Persona MCP server

Connect Persona to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Persona MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the create inquiry tool in Persona
  • Use the get verification tool in Persona
  • Use the get event tool in Persona
  • Use the get report tool in Persona
  • Use the create case tool in Persona
  • Use the create account tool in Persona

Supported Tools

create_inquiry

Create Inquiry

Create a new identity verification inquiry from a template. The inquiry can be pre-populated with user data and later completed by the end-user via hosted flow, embedded flow, or mobile SDK. Returns the inquiry ID and a session token for embedding the flow.

get_verification

Get Verification

Retrieve the full details and check results of a specific verification. Supports all verification types: Government ID, Selfie, Document, and Database.

get_event

Get Event

Retrieve the full details of a specific event, including the complete payload with all affected resource data.

get_report

Get Report

Retrieve the details of a specific report including its status, matches, and findings.

create_case

Create Case

Create a new manual review case. Cases support human review workflows for flagged inquiries, verifications, or other events requiring manual judgment.

create_account

Create Account

Create a new Persona account representing a unique individual. Accounts consolidate all inquiries, verifications, and reports for a person.

get_transaction

Get Transaction

Retrieve the details of a specific transaction including its status, associated verifications, and reports.

list_inquiries

List Inquiries

List inquiries with optional filters for status, reference ID, and account. Supports cursor-based pagination.

get_inquiry

Get Inquiry

Retrieve the details of a specific inquiry including its status, verification results, and associated account information.

list_cases

List Cases

List manual review cases with optional status filter. Supports cursor-based pagination.

redact_verification

Redact Verification

Permanently delete all PII from a verification. **This action cannot be undone.** Use for GDPR/CCPA compliance.

list_events

List Events

List recent events in your Persona organization. Events represent actions like inquiry completions, verification results, report findings, and account changes. Events are retained for up to 90 days.

redact_account

Redact Account

Permanently delete all PII from an account and its associated resources. **This action cannot be undone.** Use for GDPR/CCPA compliance.

create_report

Create Report

Create a new background check or risk intelligence report. Supports all report types: Address Lookup, Adverse Media, Business Adverse Media, Watchlist, Business Watchlist, PEP, Email Address, Phone Number, and Profile. Provide the report template ID and relevant attributes for the report type.

get_account

Get Account

Retrieve the details of a specific Persona account, including its associated inquiries, verifications, and reports.

decline_inquiry

Decline Inquiry

Decline a completed inquiry, marking the individual's identity as not verified. Optionally include a reviewer comment.

tag_transaction

Tag Transaction

Add or remove tags on a transaction to organize and categorize them.

consolidate_accounts

Consolidate Accounts

Merge multiple accounts into a primary account. All inquiries, verifications, and reports from the secondary accounts will be moved to the primary account.

tag_inquiry

Tag Inquiry

Add or remove tags on an inquiry, or replace all tags. Use tags to organize and categorize inquiries.

get_list_items

Get List Items

Retrieve items from a specific screening list. Items represent individual identifiers (emails, phone numbers, government IDs, etc.) contained in the list.

list_transactions

List Transactions

List transactions with optional filters. Supports cursor-based pagination.

create_list_item

Create List Item

Add a new item to a screening list. The item type and required attributes depend on the list type (email, phone, government ID, name, etc.).

update_account

Update Account

Update an account's attributes such as name, email, phone, or reference ID.

list_lists

List Lists

Retrieve all screening lists (blocklists, allowlists) in your Persona organization. Lists contain sets of identifiers used for screening purposes.

approve_inquiry

Approve Inquiry

Approve a completed inquiry, marking the individual's identity as verified. Optionally include a reviewer comment.

create_transaction

Create Transaction

Create a new transaction for API-driven identity verification. Transactions are the primary mechanism for triggering verifications and reports through Workflows without front-end user interaction.

get_case

Get Case

Retrieve the details of a specific manual review case.

list_verifications

List Verifications

List verifications with optional filters for inquiry ID and status. Supports cursor-based pagination.

redact_inquiry

Redact Inquiry

Permanently delete all PII associated with an inquiry. **This action cannot be undone.** Use for GDPR/CCPA compliance.

archive_list_item

Archive List Item

Archive (soft-delete) an item from a screening list. The item will no longer be active for screening purposes.

resume_inquiry

Resume Inquiry

Resume an expired or in-progress inquiry. Returns a new session token that can be used to re-embed the inquiry flow for the end-user.

update_case

Update Case

Update a case's status, assignment, or tags. Supports setting status, assigning a reviewer, and managing tags in a single operation.

tag_account

Tag Account

Add or remove tags on an account, or replace all tags. Tags help organize accounts for screening and workflow purposes.

list_reports

List Reports

List reports with optional filters. Supports cursor-based pagination.

list_accounts

List Accounts

List Persona accounts with optional filters. Supports cursor-based pagination.

list_inquiry_templates

List Inquiry Templates

Discover inquiry template IDs, names, status, and published versions for creating inquiries. Persona requires a production API key for this organization-level endpoint; it is unavailable with sandbox keys.

Connect Persona to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Persona in Metorial. In your Metorial portal, enable the Persona MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Persona tools.

Run Persona through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Persona and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Persona tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Persona

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

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.

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.

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.

Jira

Create, read, update, and delete issues across projects. Search issues using JQL queries. Manage projects, boards, sprints, and epics for agile workflows. Log work time, add comments and attachments, and transition issues through workflow statuses. Create and manage project versions/releases, issue links, filters, and dashboards. Query users, groups, and permissions.

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 Persona

Verify identities and manage compliance workflows for individuals and businesses. Create and manage inquiries for end-to-end identity verification flows using government IDs, selfies, and documents. Run database verifications, generate risk reports (watchlist, adverse media, PEP, address, email, phone), and screen against sanctions lists. Manage accounts representing verified individuals, consolidate or redact personal data for GDPR/CCPA compliance. Create and manage cases for manual review workflows. Maintain screening lists (blocklists/allowlists) with custom list items. Trigger automated workflows based on verification results. Analyze relationships between accounts via graph connections. Monitor events via webhooks for inquiries, verifications, reports, transactions, and cases.

Frequently asked questions

Common questions about connecting Persona to AI agents with Metorial.

  1. How many tools does the Persona MCP server have?
    The Persona MCP server exposes 37 tools, including Create Inquiry, Get Verification, Get Event. Each one is governed and traced through Metorial.
  2. Persona exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Persona MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Persona and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Persona MCP server yourself or use the hosted gateway.

Connect Persona to production AI agents

See how Metorial gives your team governed access to Persona, with tracing and security controls built in.