Integration
Connect Metaview to OpenMercantil
When something happens in Metaview, your agent does the next thing in OpenMercantil. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Connect Claude CodeEverything your agent can do with Metaview and OpenMercantil
Triggers and actions 1 trigger · 55 actions
Trigger
New ConversationTriggers when a new conversation is available in Metaview.
- Build chart
Creates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.
- Check enrichment status
Returns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.
- Create AI field
Creates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.
- Create report
Builds a report from conversations with filtering, metrics, grouping, and custom field inclusion.
- Fetch candidates
Looks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.
- Find candidate's sequences
Finds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.
- Get note template
Returns a note generation template by ID for use in automating note creation.
- Get search details
Retrieves configuration and results for a sourcing search by ID.
- Get sourcing analytics
Returns sourcing analytics and metrics grouped by user, search, or date range with filtering options.
- Get sourcing messages
Lists outreach messages sent in a sourcing search with pagination support.
- Get User Context
Returns information about the connected user account and available features.
- Give sourcing feedback
Submits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.
- Group conversations
Groups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.
- List application reviews
Returns a list of application reviews, optionally filtering by name or showing only active ones.
- List ATS jobs
Returns ATS job postings, optionally filtered by job title.
- List ATS stages
Returns hiring pipeline stages for a job, or workspace-level stages if no job is specified.
- List available fields
Returns available data fields for reports, optionally filtered by name.
- List candidates in sequence
Returns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.
- List field values
Returns distinct values for a field across conversations, useful for building filters or dropdowns.
- List mailboxes
Returns email mailboxes available in this Metaview workspace.
- List note template folders
Returns folders of note templates organized in the workspace.
- List note templates
Returns note templates available in the workspace, optionally filtered by name or with full section details.
- List sequences
Returns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.
- List sourcing candidates
Returns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.
- List sourcing searches
Returns all sourcing searches with optional pagination.
- Manage candidate sequence
Adds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.
- Manage note template
Creates, updates, or deletes call note templates with customizable sections for structured note-taking.
- Manage sequence
Creates, updates, duplicates, or deletes recruitment sequences.
- Search conversations
Searches call conversations with optional filtering, sorting, and field selection.
- Search reports
Searches reports by name, category, or ID with optional full configuration details.
- Send sourcing message
Starts or continues a sourcing or research search with a message to the AI agent.
Action
Compare companiesCompare exactly two admitted companies side by side.
- Export company report
Export a single company's report as a downloadable artifact.
- Find companies
Search published Spanish legal entities by name, NIF or other criteria.
- Find persons
Search documentary mentions of persons by name.
- Find similar companies
Find companies similar to a given company by province, CNAE and BORME activity.
- Find tenders
Search public procurement notices.
- Get BORME daily summary
Get the official BORME gazette summary for a given date.
- Get companies by sector
Get companies belonging to a given CNAE sector code.
- Get company
Get a full company report for a Spanish legal entity.
- Get company activity
Get a company's activity time series.
- Get company contracts
Get PLACSP public procurement notices linked to a company.
- Get company events
Get paginated official events recorded for a company.
- Get company facts
Get facts extracted from BORME filings for a company.
- Get company officers
Get current and historical officers of a company.
- Get company sector ratios (Banco de España)
Get Banco de España sector financial ratios for a company's CNAE sector.
- Get company timeline
Get a unified multi-source timeline of events for a company.
- Get legal article
Get the consolidated text of a single article of a mercantile-law norm.
- Get legal norm
Get the detail of a single mercantile-law norm, with its act-to-norm bridge.
- Get legal norms
Get the index of core Spanish mercantile-law norms.
- Get person corporate graph
Get the person-to-company graph for a person.
- Get person mentions
Get documentary mentions of a person across public filings.
- Get sector ratios
Get aggregated financial ratios for a CNAE sector.
- Get tender
Get a sanitized public procurement notice.
- List procurement suppliers
List corporate suppliers ranked by public procurement award count.
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