Connect Metaview to GBIF

Both apps 40Metaview 32GBIF 8

• Trigger
  New Conversation

  Triggers when a new conversation is available in Metaview.

• Action
  Build chart

  Creates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.

• Action
  Check enrichment status

  Returns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.

• Action
  Create AI field

  Creates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.

• Action
  Create report

  Builds a report from conversations with filtering, metrics, grouping, and custom field inclusion.

• Action
  Fetch candidates

  Looks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.

• Action
  Find candidate's sequences

  Finds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.

• Action
  Get note template

  Returns a note generation template by ID for use in automating note creation.

• Action
  Get search details

  Retrieves configuration and results for a sourcing search by ID.

• Action
  Get sourcing analytics

  Returns sourcing analytics and metrics grouped by user, search, or date range with filtering options.

• Action
  Get sourcing messages

  Lists outreach messages sent in a sourcing search with pagination support.

• Action
  Get User Context

  Returns information about the connected user account and available features.

• Action
  Give sourcing feedback

  Submits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.

• Action
  Group conversations

  Groups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.

• Action
  List application reviews

  Returns a list of application reviews, optionally filtering by name or showing only active ones.

• Action
  List ATS jobs

  Returns ATS job postings, optionally filtered by job title.

• Action
  List ATS stages

  Returns hiring pipeline stages for a job, or workspace-level stages if no job is specified.

• Action
  List available fields

  Returns available data fields for reports, optionally filtered by name.

• Action
  List candidates in sequence

  Returns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.

• Action
  List field values

  Returns distinct values for a field across conversations, useful for building filters or dropdowns.

• Action
  List mailboxes

  Returns email mailboxes available in this Metaview workspace.

• Action
  List note template folders

  Returns folders of note templates organized in the workspace.

• Action
  List note templates

  Returns note templates available in the workspace, optionally filtered by name or with full section details.

• Action
  List sequences

  Returns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.

• Action
  List sourcing candidates

  Returns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.

• Action
  List sourcing searches

  Returns all sourcing searches with optional pagination.

• Action
  Manage candidate sequence

  Adds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.

• Action
  Manage note template

  Creates, updates, or deletes call note templates with customizable sections for structured note-taking.

• Action
  Manage sequence

  Creates, updates, duplicates, or deletes recruitment sequences.

• Action
  Search conversations

  Searches call conversations with optional filtering, sorting, and field selection.

• Action
  Search reports

  Searches reports by name, category, or ID with optional full configuration details.

• Action
  Send sourcing message

  Starts or continues a sourcing or research search with a message to the AI agent.

• Action
  Find datasets

  Search across all datasets registered with GBIF (occurrence datasets, checklists, etc) by query text, type, publishing org, or country. GET https://api.gbif.org/v1/dataset/search?q=&type=&publishingCountry=&limit=&offset=. Returns a paged list of matching dataset summaries (key, title, type, publishingOrganizationKey).

• Action
  Find occurrences

  Search occurrence records indexed by GBIF using structured filters (scientific name/taxonKey, country, dataset, date range, geometry, basisOfRecord, etc). GET https://api.gbif.org/v1/occurrence/search?q=&taxonKey=&country=&limit=&offset=. Returns a paged list of matching occurrence records (species observations/specimens with location, date, recordedBy, etc). Max 300 records per page, hard offset+limit cap of 100,000.

• Action
  Find species

  Full-text search over name usages (species/taxa) in the GBIF Taxonomic Backbone and other checklists. GET https://api.gbif.org/v1/species/search?q={query}&rank=&status=&highertaxon_key=&limit=&offset=. Returns paged list of matching name usages (key, scientificName, rank, kingdom, etc).

• Action
  Get dataset

  Retrieve full details of a single GBIF-registered dataset by its key (UUID). GET https://api.gbif.org/v1/dataset/{key}. Returns dataset metadata: title, description, type, license, publishingOrganizationKey, doi, citation, etc.

• Action
  Get occurrence

  Retrieve a single occurrence record by its GBIF occurrence id. GET https://api.gbif.org/v1/occurrence/{gbifId}. Returns the full occurrence record: taxonomy, location (lat/lon/country), event date, recordedBy, dataset, media, etc.

• Action
  Get species

  Retrieve a single name usage (species/taxon) record by its GBIF usage key. GET https://api.gbif.org/v1/species/{usageKey}. Returns full taxonomic details (scientificName, kingdom, phylum, class, order, family, genus, rank, taxonomicStatus, synonym, etc).

• Action
  Match species name

  Fuzzy-match a scientific name string against the GBIF Backbone Taxonomy to resolve it to a canonical taxon key. GET https://api.gbif.org/v2/species/match?name={name}&rank=&kingdom=. Returns the best-matching usageKey/scientificName plus a confidence score and match type (EXACT/FUZZY/HIGHERRANK/NONE) — the standard way to resolve a free-text species name into a stable GBIF key.

• Action
  Parse scientific name

  Parse one or more free-text scientific name strings into their structured components (genus, specificEpithet, authorship, rank, etc) using GBIF's name parser. GET https://api.gbif.org/v1/parser/name?name={name} (repeat name= for multiple). Returns a list of ParsedName objects — useful for cleaning/normalizing user-entered species names before other lookups.

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