Connect Respondio to AI agents

Connect Respondio 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_conversation

Manage Conversation

Open or close a conversation for a contact. When closing, you can optionally provide a category and summary for the closing note.

get_contact

Get Contact

Retrieve a contact by identifier (ID, phone, or email). Returns the full contact profile including tags, assignee, custom fields, and channel information.

list_message_templates

List Message Templates

List available message templates for a connected channel (e.g. WhatsApp templates). Use this to discover template names and parameters before sending template messages.

send_template_message

Send Template Message

Send a template message (e.g. WhatsApp template) to a contact. Templates must be pre-approved on the channel. Use the List Message Templates tool to find available templates and their required parameters.

update_contact

Update Contact

Update an existing contact's profile fields. Identify the contact by ID, phone, or email, then provide any fields to update including name, phone, email, language, country code, and custom fields.

assign_conversation

Assign Conversation

Assign or unassign a user (agent) to a contact's conversation. To unassign, omit the assigneeId. Use the List Workspace Users tool to find available user IDs.

merge_contacts

Merge Contacts

Merge two contacts into one. The primary contact is retained and the secondary contact's data is merged into it. The secondary contact is removed after the merge.

create_contact

Create Contact

Create a new contact in the Respond.io workspace. Specify the contact using an identifier (phone or email) along with profile fields like name, language, and country code. Custom fields can also be set.

send_message

Send Message

Send a message to a contact through a connected channel. Supports text messages, media/attachments (image, video, audio, file), and custom payloads. If no channel is specified, the message is sent through the last interacted channel.

list_messages

List Messages

Retrieve the message history for a specific contact. Returns messages sent and received across all connected channels, with cursor-based pagination.

list_workspace_resources

List Workspace Resources

List workspace resources such as connected channels or workspace users (agents). Use this to discover channel IDs for messaging or user IDs for conversation assignment.

list_custom_fields

List Custom Fields

List all custom fields defined in the workspace, or retrieve a specific custom field by ID. Custom fields store additional contact data used for personalization and workflows.

delete_contact

Delete Contact

Permanently delete a contact from the Respond.io workspace by their contact ID. This action cannot be undone.

list_contacts

List Contacts

Search and list contacts in the workspace with optional filtering. Supports AND/OR filter conditions on any contact field. Results are paginated with cursor-based navigation.

manage_contact_tags

Manage Contact Tags

Add or remove tags on a specific contact. Tags are used for grouping and filtering contacts. You can add and remove tags in a single operation.

add_comment

Add Comment

Add an internal comment (note) to a contact's conversation. Comments are visible to workspace members and can mention users with the `{{@user.ID}}` syntax.

More integrations teams use with Respondio

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

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.

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 Respondio

Manage omnichannel customer messaging across WhatsApp, Facebook Messenger, Telegram, Viber, email, and web chat. Create, update, search, merge, and delete contacts with custom fields and tags. Send text, media, attachment, and template messages to contacts through connected channels. Open and close conversations, assign and unassign agents to contacts. List message templates for connected channels. Configure custom channels via webhooks for unsupported messaging providers. Receive real-time webhook notifications for new messages, conversation events, contact changes, and comments.

Connect Respondio to production AI agents

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

Frequently asked questions

Common questions about connecting Respondio to AI agents with Metorial.

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