Connect Trayio to AI agents

Connect Trayio 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

update_solution_instance

Update Solution Instance

Update a solution instance's name, enabled state, configuration values, or authentication values. Can also be used to enable or disable the instance. Requires a user token.

list_solution_instances

List Solution Instances

List all solution instances for the authenticated user. Solution instances are end-user deployments of a solution with their specific configuration and authentication values. Requires a user token.

delete_user

Delete User

Delete an external end user from Tray.io. This removes the user and all associated solution instances. Requires a master token.

delete_solution_instance

Delete Solution Instance

Permanently delete a solution instance. This removes the instance and all its configuration. Requires a user token.

create_user

Create User

Create a new external end user in Tray.io and optionally generate an access token. The user can then be associated with solution instances and authentications. Requires a master token.

list_users

List Users

List external end users managed through the Tray.io Embedded API. Optionally filter by external user ID.

list_solutions

List Solutions

List all available solutions in the Tray.io workspace. Solutions are configurable project templates that end users can instantiate. Requires a master token.

generate_user_token

Generate User Token

Generate an access token for an existing Tray.io end user. The token is valid for 2 days and can be used for user-scoped operations like creating solution instances and calling connectors. Requires a master token.

call_connector

Call Connector

Execute an operation on a Tray.io connector. This calls the specified third-party service operation (e.g., send an SMS via Twilio, find records in Salesforce) using the REST Call Connector API. Requires a valid authentication ID for the target service.

list_connectors

List Connectors

List all available Tray.io connectors. Each connector represents a third-party service integration (e.g., Salesforce, Slack, Twilio). Returns connector names, versions, and descriptions needed for calling connector operations.

get_solution_instance

Get Solution Instance

Get detailed information about a specific solution instance including its configuration and authentication values. Requires a user token.

list_authentications

List Authentications

List all service authentications for the authenticated user. Each authentication represents stored credentials for a third-party service connector (e.g., Salesforce, Slack). Returns authentication IDs needed for calling connectors and configuring solution instances.

create_solution_instance

Create Solution Instance

Create a new solution instance for the authenticated user. A solution instance is a user-specific deployment of a solution with custom configuration and authentication values. Requires a user token.

upgrade_solution_instance

Upgrade Solution Instance

Upgrade a solution instance to the latest published version of its solution. Only needed when the solution has been updated after the instance was created. Requires a user token.

delete_authentication

Delete Authentication

Delete a service authentication from Tray.io. This permanently removes the stored credentials. Any solution instances or connector calls using this authentication will stop working.

create_authentication

Create Authentication

Create a new service authentication for importing existing credentials into Tray.io. This stores token-based or API key credentials for a third-party service, making them available for connector calls and solution instances.

get_connector_operations

Get Connector Operations

Retrieve the available operations and their input/output schemas for a specific connector. Use this to discover what operations a connector supports and what parameters are required before calling it. Also returns service environments needed for authentication setup.

More integrations teams use with Trayio

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 Trayio

Automate workflows and integrate across hundreds of third-party services using pre-built connectors. Execute connector operations to call external service APIs (e.g., Salesforce, Slack, Trello) with dynamic input/output schemas. Create, manage, and delete service authentications including OAuth2 flows. Manage external end users, generate user tokens, and perform actions on their behalf. List, create, enable, disable, and delete solution instances for embedded integrations. Export and import projects and workflows for promotion across environments. Expose workflows as REST API endpoints with configurable access control, roles, and throttling policies. Receive real-time events via webhook triggers, scheduled triggers, callable triggers, email triggers, and service-specific event subscriptions. Retrieve dynamic dropdown data (DDL) from connected services for building configuration forms.

Connect Trayio to production AI agents

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

Frequently asked questions

Common questions about connecting Trayio to AI agents with Metorial.

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