Connect Taggun to AI agents

Connect Taggun 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_campaign

Manage Campaign

Create, read, update, delete, or list purchase validation campaigns. Campaigns define rules for validating receipts in promotional workflows such as loyalty programs, cashback offers, and warranty programs. Use **list** to see all campaigns, **get** to retrieve a specific campaign, **create** to set up a new campaign with validation rules, **update** to modify settings, or **delete** to remove a campaign.

submit_feedback

Submit Feedback

Submit manually verified receipt data for a previously scanned receipt, improving Taggun's AI model accuracy over time. Provide the reference ID of the original scan along with corrected field values. This trains the model to deliver better extraction results for similar receipts in the future.

extract_receipt

Extract Receipt Data

Extract structured data from a receipt or invoice image using OCR and machine learning. Supports submission via **URL** or **base64-encoded image**. Returns merchant details, amounts, dates, and optionally line items, tax breakdowns, fraud detection signals, and more depending on the detail level chosen. Use **simple** mode for core fields (total, tax, date, merchant) or **verbose** mode for full extraction including line items, invoice/receipt numbers, QR codes, VAT verification, and tampering detection.

validate_receipt

Validate Receipt

Validate a receipt or invoice against a pre-configured campaign's rules. Checks the receipt against criteria such as eligible merchants, products, purchase dates, and amounts. Returns whether the validation passed or failed, along with matched products, merchant information, and any fraud detection signals. Useful for loyalty programs, cashback campaigns, rebate promotions, and warranty verification workflows.

manage_product_categories

Manage Product Categories

Export or upload the product categorization list Taggun uses for product-level purchase categorization. Use **export** to retrieve the currently saved product categories. Use **upload** to replace or modify categories with a CSV or TSV file.

More integrations teams use with Taggun

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.

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.

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.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

Technical notes for Taggun

Extract structured data from receipt and invoice images using OCR and machine learning. Submit documents as base64-encoded content or public HTTPS URLs. Extract totals, tax amounts, dates, merchant details, line items, raw OCR text, and account-enabled fraud or categorization fields. Create and manage purchase validation campaigns, validate receipts against those campaigns, submit corrected feedback for model training, and manage product category files for purchase categorization.

Connect Taggun to production AI agents

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

Frequently asked questions

Common questions about connecting Taggun to AI agents with Metorial.

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