Connect Streamtime to AI agents

Connect Streamtime 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

Tools29Triggers4

duplicate_job

Duplicate Job

Create a copy of an existing job. The duplicated job will have the same structure (phases, items, milestones) as the original.

create_expense

Create Expense

Log a new expense in Streamtime. Expenses can be associated with jobs and phases, and linked to supplier contacts.

manage_labels

Manage Labels

List, create, search, or delete labels in Streamtime. Labels can be applied to jobs, contacts, and other entities for categorization.

get_time_entry

Get Time Entry

Retrieve a specific logged time entry by its ID, including all details such as hours, date, user, and associated job item.

get_invoice

Get Invoice

Retrieve an invoice by its ID, including all details. Optionally also fetches line items, tracked line items, and payments.

list_users

List Users

Retrieve all team members/users in the Streamtime organisation. Returns user IDs, names, roles, and other profile information. Useful for looking up user IDs for assigning to jobs, time entries, and items.

create_company

Create Company

Create a new company in Streamtime. Companies can be clients or suppliers and can contain contacts, addresses, and be linked to jobs and invoices.

update_invoice

Update Invoice

Update an existing invoice's details. You can modify descriptions, labels, discount, payment terms, and other metadata.

delete_time_entry

Delete Time Entry

Delete a logged time entry by its ID. This action is irreversible.

search_jobs

Search Jobs

Search for jobs using Streamtime's advanced filtering system. Filters can be combined with AND/OR logic. Common filter group types: **1** = Company Name, **3** = Job Status. Value match types: **1** = Equals, **2** = Not Equals. For job status, use value "1" for "In Play". Use the **List Search Filters** tool to discover all available filter types.

add_job_comment

Add Job Comment

Add a comment or activity entry to a job. Also supports retrieving existing activity entries/comments on a job.

list_roles

List Roles

Retrieve all roles defined in the Streamtime organisation (e.g., Designer, Account Manager, Project Manager). Roles have associated billable rates and can be assigned to job items.

get_organisation

Get Organisation

Retrieve the authenticated organisation's details, including name, settings, and configuration. Also supports listing branches and rate cards.

get_job

Get Job

Retrieve a job (project) by its ID, including all its details such as name, number, status, budget, company, contact, and lead user. Optionally also fetches the job's phases, items, and milestones.

manage_job_plan

Manage Job Plan

Add or update phases, items (line items), milestones, and team assignments within a job's plan. Supports creating phases, creating items within phases, assigning users and roles to items, creating sub-items, and managing milestones.

create_contact

Create Contact

Create a new contact under an existing company in Streamtime. Contacts can be linked to jobs and invoices.

get_quote

Get Quote

Retrieve a quote by its ID, including all details. Optionally also fetches quote line items and tracked line items.

record_invoice_payment

Record Invoice Payment

Record a payment or payout against an existing invoice. Specify the amount, date, and optional reference.

update_time_entry

Update Time Entry

Update an existing logged time entry. You can modify the hours/minutes, date, notes, or associated user.

get_contact

Get Contact

Retrieve a contact by its ID, including name, email, phone, position, and associated company information.

log_time

Log Time

Create a new time entry in Streamtime. Time entries are logged against to-do items which are tied to job items. You can log a single entry or provide multiple entries for bulk creation.

search_invoices

Search Invoices

Search for invoices using Streamtime's advanced filtering system. Uses searchView 11 for invoices. Filters can be combined with AND/OR logic. Use the **List Search Filters** tool to discover available filter types for invoices.

update_expense

Update Expense

Update an existing logged expense's details such as amount, description, date, or associated job.

get_company

Get Company

Retrieve a company by its ID, including details like name, phone, tax ID, and notes. Optionally also fetches associated contacts and addresses.

update_job

Update Job

Update an existing job's details such as name, budget, company, contact, and lead user. Can also update the job's status separately (e.g., mark as "In Play", "Completed", etc.).

get_expense

Get Expense

Retrieve a logged expense by its ID, including details and optionally the associated purchase order and its line items.

update_contact

Update Contact

Update an existing contact's details such as name, email, phone, position, or status.

create_job

Create Job

Create a new job (project) in Streamtime. Jobs are the central entity for tracking work, budgets, and deliverables. You can assign the job to a company, contact, and lead user, set a budget, and configure initial details.

update_company

Update Company

Update an existing company's details such as name, phone number, tax ID, notes, or account manager.

More integrations teams use with Streamtime

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 Streamtime

Manage jobs (projects), time tracking, quoting, invoicing, and expenses for creative businesses and agencies. Create, update, and search jobs with phases, line items, team assignments, estimated hours, and deadlines. Track time through to-do lists auto-populated from job plans. Generate quotes and invoices from job plans or logged time and expenses. Manage contacts and companies linked to jobs. Search across all data types using advanced filtering with combinable AND/OR logic. Retrieve reporting statistics including column series and time series aggregations across logged hours, invoice totals, and quote totals. Manage expenses linked to jobs and supplier contacts. Retrieve user and team member information.

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Frequently asked questions

Common questions about connecting Streamtime to AI agents with Metorial.

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