Connect Roam to AI agents

Connect Roam 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

update_block

Update Block

Update an existing block's content and properties in the Roam Research graph. Only the provided fields will be modified; unspecified fields remain unchanged.

batch_actions

Batch Actions

Execute multiple write operations in a single batch request. Supports creating, updating, moving, and deleting blocks and pages. Actions are executed in the provided order. For creating nested blocks, assign a custom UID to a parent block and reference it in child blocks within the same batch.

pull_data

Pull Entity Data

Retrieve structured data for a specific entity (page or block) from the Roam graph by its identifier. Returns selected or all attributes of the entity using Datomic pull syntax. Use this to get detailed information about a known page or block, including its content, children, references, and metadata.

query_graph

Query Graph

Execute a Datalog query against the Roam Research graph database. Supports the full Datomic-style Datalog syntax with `:find` and `:where` clauses. Use this to search for blocks by content, find pages by title, traverse references, and perform aggregations across the graph. Queries can be parameterized via `args` for safe variable injection.

delete_block

Delete Block

Permanently delete a block from the Roam Research graph. This also removes all child blocks nested under it. This action cannot be undone via the API.

get_page

Get Page

Retrieve a page and its content from the Roam Research graph by title. Returns the page UID and its full block tree including nested children.

create_page

Create Page

Create a new page in the Roam Research graph. Pages are identified by their title and can optionally be assigned a specific UID. After creation, blocks can be added to the page using the Create Block tool.

create_block

Create Block

Create a new block (content unit) in the Roam Research graph under a specified parent page or block. Blocks support Roam markup syntax including `[[page references]]`, `#tags`, `((block references))`, **bold**, *italic*, and TODO/DONE markers.

update_page

Update Page

Rename an existing page in the Roam Research graph by updating its title. The page is identified by its UID.

search_blocks

Search Blocks

Search for blocks containing specific text in the Roam Research graph. Returns matching blocks with their UIDs and content. This is a convenience wrapper around a Datalog query that performs case-sensitive text search across all blocks.

delete_page

Delete Page

Permanently delete a page and all its blocks from the Roam Research graph. This action cannot be undone via the API.

add_daily_note

Add Daily Note

Add a block to a daily note page in the Roam Research graph. If no date is provided, uses today's date. The daily note page UID follows the format `MM-DD-YYYY`. Useful for quick capture, journaling, and logging workflows.

move_block

Move Block

Move an existing block to a new position within the Roam Research graph. The block can be moved to a different parent page or block, and its order among siblings can be specified.

More integrations teams use with Roam

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

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. Receive real-time webhook notifications for page changes, new pages, comments, and database schema updates.

Fireflies

Record, transcribe, and analyze meeting conversations from platforms like Zoom, Google Meet, and Webex. Retrieve, search, and manage meeting transcripts with AI-generated summaries, action items, sentiment analysis, and keywords. Upload audio files for transcription. Ask questions about meetings using the AskFred AI assistant. Add a bot to live meetings for automatic recording, pause and resume recordings, and create live action items or soundbites. Manage users and teams, organize meetings into channels, query contacts, and receive webhook notifications when transcriptions complete.

Freshdesk

Manage customer support tickets, contacts, companies, and agents. Create, update, filter, merge, and delete support tickets with custom fields, tags, priorities, and assignments. Add replies, notes, and forward emails on ticket conversations. Manage contacts and companies with search, filter, import, and export capabilities. Maintain a knowledge base of articles organized in categories and folders. Run community discussion forums with topics and comments. Track time entries on tickets, configure SLA policies, and set up automation rules with webhook triggers. Manage canned response templates, custom objects, email mailboxes, collaboration threads, and agent groups with auto-assignment. Send outbound WhatsApp messages and handle satisfaction surveys and ratings. Support field service management with service tasks and technician scheduling.

Zendesk

Manage Zendesk Support tickets, ticket comments, users, organizations, Help Center articles, ticket views, groups, ticket fields, and macros. Create, update, resolve, and delete support tickets with assignments, priorities, tags, comments, and custom fields. Search across tickets, users, groups, and organizations, and inspect Help Center categories and sections before managing articles.

Aha

Manage product development records in Aha! including features, epics, releases, goals, initiatives, and ideas. Create and update roadmap items, track strategy with goals and OKRs, manage releases and milestones, and organize features by product or epic. Submit and manage ideas through idea portals, including voting, commenting, and promoting ideas to features or epics. Add comments and attachments to records, create to-dos and tasks, track time, manage capacity planning, and link records together. Manage users, teams, custom fields, custom tables, competitors, personas, notes, and knowledge base documents. Configure integrations, retrieve custom reports, and receive webhooks for record activity, audit events, and security events.

Technical notes for Roam

Create, read, update, and delete pages and blocks in a Roam Research graph database of networked notes. Query the graph using Datalog for flexible data retrieval across interconnected pages and blocks. Pull structured data for specific entities, add content to daily note pages, and export full graph data as JSON. Supports Roam markup syntax including page references, tags, block references, and TODO markers.

Connect Roam to production AI agents

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

Frequently asked questions

Common questions about connecting Roam to AI agents with Metorial.

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