Built by Metorial, the integration platform for agentic AI.
Search and retrieve client records. Supports filtering by free-text search, location, tags, and date range. Use this to find clients or get a specific client by ID.
Create, update, or delete a client record. Clients represent customers who receive services such as appointments and class bookings. Supports full profile information including name, phone, email, date of birth, gender, address, emergency contacts, and custom fields.
Create, update, list, or get services. Services define offerings like appointments, classes, or add-ons with name, description, pricing, duration, staff assignments, and booking configuration.
Create, update, or delete a contact. Contacts represent messaging channel users (WhatsApp, Instagram, Telegram, Messenger). Supports profile details, stage management, and custom fields.
Send a message across WhatsApp, Instagram, Telegram, or Messenger channels. Supports text messages, media messages (images, documents, audio, video), and template messages. For WhatsApp, text and media messages require an active 24-hour session; template messages can be sent anytime. Messages can be scheduled for future delivery.
Search and retrieve contacts. Supports filtering by free-text search, channel, location, tags, and stage. Use this to find contacts or get a specific contact by ID.
Add or remove tags on a client. Tags enable segmentation and can trigger automation workflows. You can also create, list, and delete tag definitions.
Add or remove tags on a contact. Tags enable segmentation and can trigger automation workflows. You can also create, list, and delete tag definitions.
Retrieve message history for a contact. Returns the conversation thread including both incoming and outgoing messages across all channels.
Create, retrieve, list, or delete audience segments. Segments use criteria-based filtering including tags, gender, age range, activity recency, contact stage, and locations. Segments are used for targeting broadcasts and automation workflows.
Create, reschedule, or cancel appointments. Appointments link a client with a service, staff member, location, date, and time. Use the **Search Appointments** tool to find existing appointments or **Get Appointment Slots** to check availability first.
Create, retrieve, list, or delete service categories. Service categories group related services together for organization.
Retrieve business locations. Get all locations or a specific location by ID. Locations are used across the platform to organize services, staff, clients, and contacts.
Check available appointment time slots for a given service within a date range. Optionally filter by staff member and location. Use this before creating an appointment to find available times.
Search existing appointments or get a specific appointment by ID. Filter by date range, client, service, staff, location, and status.
Create, update, or delete group classes. Classes are associated with a location, staff member, service, date/time, and participant capacity. Use **Search Classes** to find existing classes.
Create, retrieve, update, delete, or list WhatsApp broadcasts. Broadcasts send WhatsApp template messages to segmented audiences. Supports targeting by segments, class participants, or retargeting previous broadcast recipients. Use the **get** action with a broadcast ID to also retrieve delivery statistics and logs.
List staff members, get staff details, and manage staff availability blocks. Availability blocks mark periods when staff are unavailable (leaves, personal commitments). You can view, create, and delete availability blocks.
Search group classes or get a specific class by ID. Filter by date range, location, staff, and service. Also supports retrieving all class bookings for a specific client.
Add, cancel, or list participants for a group class. Participants can be added with BOOKED or WAITLISTED status.