Connect Workato to AI agents

Connect Workato 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

list_recipes

List Recipes

List automation recipes in the Workato workspace. Filter by folder, running state, or connected applications. Returns recipe metadata including name, status, trigger/action apps, and job counts.

manage_event_topic

Manage Event Topic

Create, update, list, or delete event stream topics. Topics are channels for pub/sub messaging between recipes and external systems. Also supports publishing and consuming messages.

manage_data_table

Manage Data Table

List, create, or delete structured data tables in Workato. Also supports querying records, creating records, updating records, and deleting records within a data table.

manage_environment_properties

Manage Environment Properties

List or upsert workspace environment properties (key-value pairs). Properties are used for storing configuration values accessible across recipes, such as API URLs, feature flags, and environment-specific settings.

list_connections

List Connections

List connections to third-party applications in the Workato workspace. Filter by folder, project, or update time. Returns connection metadata including authorization status.

start_stop_recipe

Start/Stop Recipe

Start or stop a Workato recipe. Also supports copying a recipe to a different folder, resetting the trigger cursor, or updating a recipe's connection.

export_package

Export Package

Create an export manifest and export a package of workspace assets from a folder. Useful for CI/CD pipelines and migrating recipes between workspaces. Automatically generates the manifest and initiates the export.

deploy_project

Deploy Project

Build and deploy a Workato project to a target environment. This performs a one-step build-and-deploy operation. Use to promote project changes across environments (sandbox, test, stage, uat, preprod, prod).

list_deployments

List Deployments

List project deployments in the Workato workspace. Filter by project, environment type, or deployment state. Returns deployment metadata and status.

get_recipe_versions

Get Recipe Versions

List all versions of a specific recipe. Each version includes the author, comment, version number, and timestamps. Useful for auditing recipe changes.

manage_api_endpoints

Manage API Endpoints

List API collections and endpoints in the Workato API Platform. Enable or disable individual API endpoints. Use to manage the lifecycle of APIs built on Workato.

list_jobs

List Jobs

Retrieve job execution history for a specific recipe. Filter by status to see only succeeded, failed, or pending jobs. Returns aggregated counts and individual job metadata.

manage_recipe

Manage Recipe

Create, update, or delete a Workato recipe. When creating, provide a name and optionally recipe code and folder. When updating, provide the recipe ID and the fields to change. The recipe must be stopped to update it.

manage_folder

Manage Folder

Create, update, or delete folders within a Workato workspace. Folders organize recipes and connections within projects. Also supports listing folders within a parent.

get_recipe

Get Recipe

Retrieve detailed information about a specific Workato recipe including its code, configuration, connected applications, job counts, and version info.

get_workspace_info

Get Workspace Info

Retrieve information about the current Workato workspace, including the workspace name, plan, recipe counts, billing period, and root folder ID.

list_projects

List Projects

List all projects in the Workato workspace. Projects are top-level containers for organizing recipes, connections, and other assets.

manage_lookup_table

Manage Lookup Table

List lookup tables, create new ones, or manage rows within a lookup table. Lookup tables store reference data used in recipes (e.g. status code mappings, region configurations).

manage_connection

Manage Connection

Create, disconnect, or delete a connection to a third-party application. When creating, specify the provider name and optional credential inputs. Connections can be disconnected (revoked) or permanently deleted.

More integrations teams use with Workato

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 Workato

Manage automation recipes, connections, and deployments on the Workato iPaaS platform. Create, start, stop, and copy recipes. Create and manage connections to third-party applications. View job execution history and error details. Organize assets into projects and folders. Build and deploy projects across environments with review workflows. Export and import recipe packages for CI/CD migrations. Manage the API Platform including API collections, endpoints, and client access profiles. Perform CRUD operations on data tables and lookup tables. Publish and consume messages via event stream topics for pub/sub messaging. Manage AI agents with skills and knowledge bases. Invite and manage workspace collaborators with role-based access control. Configure environment properties, tags, audit logs, and secrets. Run test cases for recipes and retrieve results. Generate connector schemas from JSON/CSV samples.

Connect Workato to production AI agents

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

Frequently asked questions

Common questions about connecting Workato to AI agents with Metorial.

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