Connect Tave to AI agents

Connect Tave 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

create_contact

Create Contact

Creates a new contact in the Tave address book. Contacts can represent individuals or businesses and can be associated with a specific brand. Requires the **API Key (Public API V2)** authentication method.

get_brands

Get Brands

Retrieves the list of brands configured in the Tave account. Brands represent different business identities or product lines. Useful for discovering available brands to filter contacts, jobs, and orders. Requires the **API Key (Public API V2)** authentication method.

search_contacts

Search Contacts

Searches and retrieves contacts from the Tave address book. Can search by query string, filter by contact kind and brand, or list all contacts. Requires the **API Key (Public API V2)** authentication method.

get_orders

Get Orders

Retrieves orders from Tave, including both manually created orders and electronic bookings. Can filter by brand and job type. Requires the **API Key (Public API V2)** authentication method.

create_job

Create Job

Creates a new job (project/booking) in Tave with associated details. Jobs link contacts to work engagements like weddings, portrait sessions, or other photography services. Can include job type, stage, event details, and role assignments. Requires the **API Key (Public API V2)** authentication method.

create_lead

Create Lead

Creates a new lead in Tave from an external source such as a website contact form. Requires the **New Lead API (Legacy)** authentication method with Secret Key and Studio ID. The lead can include contact details, job information, and a message. The `jobType` must exactly match a Job Type configured in Tave settings.

get_payments

Get Payments

Retrieves payments from Tave. Can filter by brand and job type to narrow results. Requires the **API Key (Public API V2)** authentication method.

More integrations teams use with Tave

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.

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 Tave

Manage leads, contacts, jobs, orders, and payments for photography and creative studio businesses. Create leads from external sources such as website forms. Create, search, and retrieve contacts with custom fields. Create and manage jobs with job types, stages, roles, event dates, and custom fields. Track orders and bookings including electronic client bookings. Monitor payments by brand and job type. Retrieve and manage brand configurations. Trigger automated workflows on contact creation, order booking, and payment events. Send outbound web requests from workflow automations to external services.

Connect Tave to production AI agents

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

Frequently asked questions

Common questions about connecting Tave to AI agents with Metorial.

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