Connect Spoki to AI agents

Connect Spoki 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

delete_deal

Delete Deal

Deletes a deal from Spoki. Permanently removes the sales opportunity from the pipeline.

manage_lists

Manage Lists

Create, delete, or retrieve contact lists in Spoki. Lists are used to organize contacts into groups for campaigns and targeted automations.

create_update_contact

Create or Update Contact

Creates a new contact or updates an existing one in Spoki. Contacts are matched by phone number (E.164 format). You can set basic contact info, custom fields, tags, and list memberships in a single operation.

start_automation

Start Automation

Starts a pre-configured Spoki automation workflow for one or more contacts. This is the **recommended method** for sending messages, as it supports template messages, multi-step flows, and handles large volumes efficiently. Provide a single contact or multiple contacts to trigger the automation in bulk.

manage_deal

Manage Deal

Creates or updates a deal (sales opportunity) in Spoki. Deals track progress through customizable pipelines and can be associated with contacts. Provide a dealId to update an existing deal, or omit it to create a new one.

send_template

Send Template

Sends a pre-approved WhatsApp template message to a contact. Templates must be created via the Spoki platform UI and approved by Meta before use. Can be used outside the 24-hour conversation window.

delete_contact

Delete Contact

Deletes a contact from Spoki. The deleted contact is moved to a blacklist, preventing any future messages from being sent to that number.

manage_contact_lists

Manage Contact Lists

Adds or removes a contact from a Spoki list. Lists are used to organize contacts into groups for campaigns and automations.

send_message

Send Message

Sends a one-off WhatsApp message to a contact. This is for non-templated, free-form messages only. For bulk or template-based messaging, use **Start Automation** or **Send Template** instead.

list_contacts

List Contacts

Retrieves a paginated list of contacts from Spoki. Supports filtering by search query, tag, or list membership.

get_contact

Get Contact

Retrieves the details of a specific contact by their ID, including their phone number, name, email, tags, lists, and custom fields.

list_deals

List Deals

Retrieves deals from Spoki. Supports filtering by pipeline and stage for focused pipeline views.

manage_contact_tags

Manage Contact Tags

Adds or removes tags on a Spoki contact. Use this to segment and organize contacts with labels.

More integrations teams use with Spoki

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 Spoki

Send and manage WhatsApp messages through the WhatsApp Business API. Create, update, and delete contacts with tags, custom fields, and list segmentation. Trigger automation workflows for multi-step messaging sequences. Send bulk campaigns to contact lists using approved template messages. Manage sales deals and pipelines. Receive webhook notifications for message, chat, contact, and deal events. Start AI-powered chatbot interactions. Embed WhatsApp inbox and chat interfaces into third-party applications.

Connect Spoki to production AI agents

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

Frequently asked questions

Common questions about connecting Spoki to AI agents with Metorial.

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