Looking for the API, MCP, or integration code? Switch to Developers in the product menu at the top of the page.
Start here
Navigating Metal
Learn the layout — where companies, deals, people, and documents live.
Key concepts
Understand the building blocks in plain language.
Working with deals
Track opportunities through your pipeline.
Adding & managing users
Invite teammates and control their access.
Work feature by feature
Companies
Deals
People
Documents
Lists
Search
Workflows
Enrichment
Dashboards
Administer your workspace
Onboarding your workspace
Set up Metal for your firm for the first time.
Roles & permissions
Decide who can see and do what.
Settings
Configure workspace-wide preferences.
Integrations
Connect your CRM, file storage, and more.
Need a hand?
Open Support from your account menu in the bottom-left of the app to reach the in-app support portal. From there you can:- Open the Knowledge Base at docs.metal.ai for guides and documentation.
- Use Contact Us to email the Metal support team — include a screenshot and the page you were on for the fastest help.
- Open the Customer Tracker to view your organization’s support tickets with status and priority filters. This tile only appears to organization admins when the support tracker is enabled. Ask your Metal contact if you expect to see it but don’t.