Connect Simplekpi to AI agents

Connect Simplekpi 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

Tools34Triggers2

create_group_item

Create Group Item

Create a new item within a group. Group items represent sub-categories within a group (e.g., specific teams within a department).

list_users

List Users

Retrieve all users in your SimpleKPI account. Returns user details including name, email, role, status, and permissions.

get_kpi

Get KPI

Retrieve a single KPI by its ID. Returns the full KPI configuration including name, description, category, frequency, target, and aggregation settings.

delete_kpi_entry

Delete KPI Entry

Permanently delete a KPI data entry by its ID.

record_kpi_entries_batch

Record KPI Entries (Batch)

Record multiple KPI data entries at once. Supports up to 5,000 entries per batch. Use flags to control whether actuals, targets, or notes are updated across all entries in the batch.

remove_kpi_from_user

Remove KPI from User

Remove a KPI assignment from a user. The user will no longer be able to enter data against or analyze this KPI.

update_kpi

Update KPI

Update an existing KPI's configuration. Only provide the fields you want to change; unspecified fields will remain unchanged. Calculated KPIs cannot be modified through the API.

get_kpi_report

Get KPI Report

Query processed KPI data entries for reporting, including calculated KPIs. Filter by KPI IDs, date range, user IDs, and group item IDs. This is the primary way to extract aggregated performance data. Unlike "List KPI Entries", this endpoint returns calculated KPI values and formatted report data.

delete_kpi_unit

Delete KPI Unit

Permanently delete a KPI unit of measure.

list_kpis

List KPIs

Retrieve all KPIs from your SimpleKPI account. Returns the full list of KPIs with their configuration including name, category, frequency, targets, and status.

create_kpi

Create KPI

Create a new KPI in SimpleKPI. Configure the KPI with a name, category, unit, frequency, target, value direction, and aggregation method.

list_kpi_entries

List KPI Entries

Retrieve KPI data entries with optional filters for user, KPI, date range, and pagination. Returns raw entry data (not calculated KPIs). Use the "Get KPI Report" tool for calculated/aggregated data.

remove_group_item_from_user

Remove Group Item from User

Remove a group item assignment from a user.

assign_kpi_to_user

Assign KPI to User

Assign a KPI to a user. This determines which KPIs the user can enter data against and analyze. Optionally set a user-specific target that overrides the KPI's default target.

update_user

Update User

Update an existing user's profile. Only provide the fields you want to change. Password cannot be changed via the API.

create_group

Create Group

Create a new group for organizing users and KPI data (e.g., departments, teams, regions).

update_category

Update KPI Category

Update an existing KPI category's name or sort order.

delete_group_item

Delete Group Item

Permanently delete a group item from a group.

delete_category

Delete KPI Category

Permanently delete a KPI category.

create_user

Create User

Create a new user account in SimpleKPI. Set the user's role, status, permissions, and login credentials.

record_kpi_entry

Record KPI Entry

Record an actual value, target, and/or notes for a KPI on a given date. Supports setting or incrementing the actual value, and selectively updating actuals, targets, or notes. You can identify the user by ID or email address.

assign_group_item_to_user

Assign Group Item to User

Assign a group item to a user. This associates the user with an organizational group for filtering and segmenting KPI data.

list_user_group_items

List User Group Items

Retrieve all group items assigned to a specific user. Shows which groups and group items a user belongs to.

delete_group

Delete Group

Permanently delete a group and its items from SimpleKPI.

list_categories

List KPI Categories

Retrieve all KPI categories. Categories are used to organize KPIs into logical groups.

delete_kpi

Delete KPI

Permanently delete a KPI from SimpleKPI. This will remove the KPI and all associated data entries.

create_category

Create KPI Category

Create a new KPI category for organizing KPIs.

update_group_item

Update Group Item

Update an existing group item's name or sort order.

create_kpi_unit

Create KPI Unit

Create a new KPI unit of measure. Units define how KPI values are displayed and entered (e.g., currency, percentage, count).

list_kpi_configuration

List KPI Configuration

Retrieve KPI configuration reference data: available units, frequencies, and icons. Use this to get valid IDs when creating or updating KPIs.

list_user_kpis

List User KPI Assignments

Retrieve all KPIs assigned to a specific user, including user-specific targets and sort order.

update_group

Update Group

Update an existing group's name or sort order.

list_groups

List Groups

Retrieve all groups. Groups organize users and data into departments, teams, or other organizational units. Optionally include the items within each group.

delete_user

Delete User

Permanently delete a user account from SimpleKPI.

More integrations teams use with Simplekpi

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 Simplekpi

Track and manage key performance indicators (KPIs) for business performance management. Create, update, and delete KPIs with configurable frequencies, units, icons, and aggregation methods. Record actual and target values over time, organize KPIs into categories, and assign KPIs to users. Manage users, groups, and organizational structures. Query aggregated KPI data for reporting, filtered by date range, users, KPIs, and group items. Supports KPI data entry with options to set or increment values, and configure measurement units and tracking frequencies.

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Frequently asked questions

Common questions about connecting Simplekpi to AI agents with Metorial.

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