Connect Twilio Flex to AI agents

Connect Twilio Flex 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_interaction_participants

Manage Interaction Participants

Add, remove, or list participants in a Flex interaction channel. Use this to invite agents, transfer conversations between agents, or remove participants from a channel.

manage_task_queues

Manage Task Queues

Create, read, update, delete, or list task queues in a TaskRouter workspace. Task queues hold tasks waiting to be assigned to workers. Each queue has a target worker expression that determines which workers are eligible to receive tasks from it.

create_interaction

Create Interaction

Create a new customer interaction in Twilio Flex. Use this to initiate inbound or outbound conversations across channels (SMS, WhatsApp, web chat, voice). Specify the channel type, routing configuration, and participant details.

manage_interaction_channel

Manage Interaction Channel

Get details or update the status of a channel within a Flex interaction. Use this to close a channel, fetch channel status, or list all channels for an interaction.

manage_workflows

Manage Workflows

Create, read, update, delete, or list workflows in a TaskRouter workspace. Workflows define the routing rules that determine how tasks are assigned to workers based on task attributes and queue configurations.

manage_flex_flows

Manage Flex Flows

Create, read, update, delete, or list Flex Flows. A Flex Flow defines how incoming messages on a given channel (SMS, WhatsApp, web chat, etc.) are routed into the Flex contact center. It links a messaging channel to Flex and specifies the integration type (Studio flow, external webhook, or direct task creation).

manage_workers

Manage Workers

Create, read, update, delete, or list workers (agents) in a TaskRouter workspace. Workers represent the agents who handle tasks in your Flex contact center. You can update their attributes, activity status, and availability.

manage_tasks

Manage Tasks

Create, read, update, cancel, or list tasks in a TaskRouter workspace. Tasks represent units of work that need to be routed to workers. You can create new tasks, update their attributes or priority, complete or cancel them, and filter the task list by status or assignment.

manage_conversations

Manage Conversations

Create, read, update, delete, or list Twilio Conversations. Conversations are the container for multi-party messaging across channels. Use this to set up new conversation threads, update their state, or retrieve conversation details.

manage_conversation_participants

Manage Conversation Participants

Add, remove, update, or list participants in a Twilio Conversation. Participants can be chat-based (identity) or SMS/WhatsApp-based (phone number). Use this to manage who is part of a conversation.

manage_studio_flows

Manage Studio Flows

List, get, or trigger Studio Flow executions. Studio Flows are visual communication workflows for IVR, chatbot logic, and routing. Use this to view available flows, trigger outbound flow executions, or check execution history.

manage_activities

Manage Activities

Create, read, update, delete, or list activities in a TaskRouter workspace. Activities describe what workers are doing (e.g., "Available", "Break", "Offline") and whether they are eligible to receive new task assignments.

get_workspace_statistics

Get Workspace Statistics

Retrieve real-time and cumulative statistics for a TaskRouter workspace. Returns metrics like total tasks, tasks by status, average wait time, available workers, and activity-level breakdowns. Optionally fetch per-queue or per-worker statistics.

send_conversation_message

Send Conversation Message

Send a message in a Twilio Conversation. Supports text messages and can optionally specify the author identity. Use this to programmatically send messages within an active conversation thread.

list_conversation_messages

List Conversation Messages

List messages in a Twilio Conversation. Returns the message history for a given conversation, including author, body, and timestamps. Use order parameter to sort ascending or descending.

get_flex_configuration

Get Flex Configuration

Retrieve the current Flex instance configuration. Returns UI settings, enabled channels, account SID, runtime domain, and other configuration properties that control the appearance and behavior of your Flex instance.

More integrations teams use with Twilio Flex

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

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.

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.

Technical notes for Twilio Flex

Manage a cloud-based contact center across voice, SMS, WhatsApp, Facebook Messenger, and web chat channels. Create and manage customer interactions and conversations, add or remove participants, and transfer conversations between agents. Route tasks to agents using attribute-based rules with TaskRouter, managing workspaces, workers, task queues, and workflows. Configure Flex instance settings including UI appearance and enabled channels. Define messaging channel flows (Flex Flows) to control how inbound messages are routed. Access contact center analytics and insights including agent activity, queue metrics, and custom KPIs. Trigger and manage Studio communication workflows programmatically. Subscribe to interaction, task, and conversation events via webhooks and event streams.

Connect Twilio Flex to production AI agents

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

Frequently asked questions

Common questions about connecting Twilio Flex to AI agents with Metorial.

  1. Can Metorial connect Twilio Flex to AI agents?
    Yes. Metorial connects AI agents to Twilio Flex 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.