Connect Userflow to AI agents

Connect Userflow 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_webhook_subscription

Manage Webhook Subscription

Creates, retrieves, lists, or deletes webhook subscriptions. Webhooks notify your application when events occur in Userflow (user created/updated, group changes, events tracked). Use topic **`*`** to subscribe to all events.

delete_user

Delete User

Permanently deletes a user and all associated data including attributes, memberships, events, and flow history. Groups the user was a member of are left intact. This action cannot be undone.

list_users

List Users

Lists users with pagination support. Returns a paginated list of users and their attributes. Supports sorting and expanding related objects.

delete_group

Delete Group

Permanently deletes a group (company) and all associated data including attributes, memberships, and events. Users who were members are left intact. This action cannot be undone.

list_groups

List Groups

Lists groups (companies) with pagination support. Returns a paginated list of groups and their attributes.

get_user

Get User

Retrieves a user by ID or finds a user by email. Returns the user's attributes, groups, and memberships. Supports expanding related objects.

remove_group_membership

Remove Group Membership

Removes a user from a group (company). Both the user and group remain intact — only the membership link is deleted.

list_event_definitions

List Event Definitions

Lists all event definitions configured in the account. Event definitions describe the types of events being tracked (e.g. "Flow Started", "Checklist Task Completed"). Useful for understanding which events are available for segmentation and targeting.

track_event

Track Event

Tracks a custom event for a user and/or group. Events can be used to segment users, personalize flows, and trigger automations. At least one of userId or groupId must be provided.

create_or_update_user

Create or Update User

Creates a new user or updates an existing one (upsert). If the user does not exist, it will be created; if it exists, given attributes are merged into the existing user's attributes. Supports attribute operations like **set_once**, **add** (increment numbers), **append** (add to arrays), and more. Can also associate the user with groups/companies in the same request.

get_group

Get Group

Retrieves a group (company) by its ID. Returns the group's attributes and optionally its memberships.

create_or_update_group

Create or Update Group

Creates a new group (company) or updates an existing one (upsert). Groups represent companies, accounts, or tenants. If the group does not exist, it will be created; if it exists, given attributes are merged. Supports the same attribute operations as users (**set**, **set_once**, **add**, **append**, etc.).

list_content

List Content

Lists all content objects (flows, checklists, and launchers) in the account. Can expand draft and published versions to include the actual content details.

get_content

Get Content

Retrieves a specific content item (flow, checklist, or launcher) by ID. Can also list content versions and content sessions for a given content item.

More integrations teams use with Userflow

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.

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.

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 Userflow

Manage users, groups, and events for in-app onboarding experiences. Create, update, retrieve, list, and delete users with custom attributes. Manage groups (companies/accounts) and memberships. Track custom events for segmentation and personalization. Retrieve content objects like flows, checklists, and launchers. Manage webhook subscriptions to receive notifications for user, group, flow, checklist, and launcher events. Administer account settings, team members, and invitations.

Connect Userflow to production AI agents

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

Frequently asked questions

Common questions about connecting Userflow to AI agents with Metorial.

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