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Connect Claude CodeEverything your agent can do with Metaview and One Tap
Triggers and actions 3 triggers · 52 actions
Trigger
New ConversationTriggers when a new conversation is available in Metaview.
Action
Build chartCreates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.
Action
Check enrichment statusReturns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.
Action
Create AI fieldCreates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.
Action
Create reportBuilds a report from conversations with filtering, metrics, grouping, and custom field inclusion.
Action
Fetch candidatesLooks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.
Action
Find candidate's sequencesFinds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.
Action
Get note templateReturns a note generation template by ID for use in automating note creation.
Action
Get search detailsRetrieves configuration and results for a sourcing search by ID.
Action
Get sourcing analyticsReturns sourcing analytics and metrics grouped by user, search, or date range with filtering options.
Action
Get sourcing messagesLists outreach messages sent in a sourcing search with pagination support.
Action
Get User ContextReturns information about the connected user account and available features.
Action
Give sourcing feedbackSubmits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.
Action
Group conversationsGroups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.
Action
List application reviewsReturns a list of application reviews, optionally filtering by name or showing only active ones.
Action
List ATS jobsReturns ATS job postings, optionally filtered by job title.
Action
List ATS stagesReturns hiring pipeline stages for a job, or workspace-level stages if no job is specified.
Action
List available fieldsReturns available data fields for reports, optionally filtered by name.
Action
List candidates in sequenceReturns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.
Action
List field valuesReturns distinct values for a field across conversations, useful for building filters or dropdowns.
Action
List mailboxesReturns email mailboxes available in this Metaview workspace.
Action
List note template foldersReturns folders of note templates organized in the workspace.
Action
List note templatesReturns note templates available in the workspace, optionally filtered by name or with full section details.
Action
List sequencesReturns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.
Action
List sourcing candidatesReturns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.
Action
List sourcing searchesReturns all sourcing searches with optional pagination.
Action
Manage candidate sequenceAdds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.
Action
Manage note templateCreates, updates, or deletes call note templates with customizable sections for structured note-taking.
Action
Manage sequenceCreates, updates, duplicates, or deletes recruitment sequences.
Action
Search conversationsSearches call conversations with optional filtering, sorting, and field selection.
Action
Search reportsSearches reports by name, category, or ID with optional full configuration details.
Action
Send sourcing messageStarts or continues a sourcing or research search with a message to the AI agent.
Trigger
New Participant Check-inTriggered when a participant is checked in on a One Tap list.
Trigger
New ProfileTriggered when a new person profile is created in One Tap.
Action
Add Punch PassCreates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.
Action
Check in participantChecks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.
Action
Check out participantChecks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.
Action
Create ListCreates a new list (event) in One Tap that people can be checked in to. Returns the new list.
Action
Create ParticipantAdds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.
Action
Create ProfileCreates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile.
Action
Delete ListDeletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.
Action
Delete PassDeletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.
Action
Delete ProfileDeletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.
Action
Get ListReturns a single One Tap list (event) with its schedule, check-in settings and survey data.
Action
Get ListsReturns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.
Action
Get Participants on ListReturns the participants on a One Tap list, with their check-in and check-out details.
Action
Get PassesReturns the passes in the One Tap account, optionally limited to one profile, participant or pass type.
Action
Get ProfileReturns a single person's profile from One Tap, including the account's custom fields.
Action
Get Profile PassesReturns the passes belonging to one person's profile in One Tap.
Action
Get ProfilesReturns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.
Action
Redeem Punch PassRedeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.
Action
Remove ParticipantRemoves a participant from a One Tap list. Returns the vendor's confirmation of the removal.
Action
Update ListUpdates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.
Action
Update ParticipantUpdates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.
Action
Update ProfileUpdates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.