Trayio MCP server

Connect Trayio to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Trayio MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the update solution instance tool in Trayio
  • Use the list solution instances tool in Trayio
  • Use the delete user tool in Trayio
  • Use the delete solution instance tool in Trayio
  • Use the create user tool in Trayio
  • Use the list users tool in Trayio

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 one page of solution instances visible to the authenticated user or master token. Solution instances are end-user deployments of a solution with their specific configuration and authentication values. Supports a user or master token.

delete_user

Delete User

Delete an external end user from Tray.io. This can remove associated solution instances. Previously executed workflow, third-party, billing and audit effects are not undone. Requires a master token.

delete_solution_instance

Delete Solution Instance

Delete an exact solution instance and verify it is absent. Previously executed workflows, third-party changes, billing and audit history are not reversed. 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 one page of 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. Supports a user or master token.

list_authentications

List Authentications

List one page of 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 removes the stored authentication after an exact read and verifies absence. Prior connector or workflow effects and audit history remain. 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.

get_resource

Get Resource

Read one exact external user, solution template or authentication metadata record. Discover IDs through List Users, List Solutions or List Authentications. User and solution reads require a master token. Authentication reads omit credentials.

get_current_context

Get Current Context

Validate access with a native read-only query and report the configured credential mode and region. This does not identify a human user; these APIs do not expose a documented self endpoint.

Connect Trayio to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Trayio in Metorial. In your Metorial portal, enable the Trayio MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Trayio tools.

Run Trayio through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Trayio and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Trayio tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Trayio

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

Google Sheets

Create, read, and update spreadsheets and their cell data. Read and write values to individual cells, ranges, or multiple ranges using A1 notation or named ranges. Apply cell formatting including text styles, backgrounds, borders, number formats, and conditional formatting. Manage sheets (tabs) within a spreadsheet—add, delete, copy, rename, and reorder them. Create and manage embedded charts, pivot tables, filter views, data validation rules, protected ranges, named ranges, and merged cells. Perform batch operations to apply multiple updates atomically.

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.

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. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. 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. Retrieve site properties and search for sites across Microsoft 365.

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. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

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. Retrieve dynamic dropdown data (DDL) from connected services for building configuration forms.

Frequently asked questions

Common questions about connecting Trayio to AI agents with Metorial.

  1. How many tools does the Trayio MCP server have?
    The Trayio MCP server exposes 19 tools, including Update Solution Instance, List Solution Instances, Delete User. Each one is governed and traced through Metorial.
  2. Trayio exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Trayio MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Trayio and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Trayio MCP server yourself or use the hosted gateway.

Connect Trayio to production AI agents

See how Metorial gives your team governed access to Trayio, with tracing and security controls built in.