Admin: enable integrations
Admins manage integrations that require firm-wide setup at Settings → Integrations. Browse available integrations under Browse Connections, and manage the ones you’ve turned on under Installed. Each card offers Install (to enable) or Configure.Users: connect your account
Connect supported personal accounts at Settings → Connections. For integrations that require firm-wide enablement, an admin must enable them first. Per-user-only connections such as Microsoft Exchange can be connected directly. Each row offers Connect or Configure, and shows a Connected badge when you’re set up.What you can connect
File storage
SharePoint, Egnyte, Box, ShareFile, and Google Drive.
CRM
DealCloud, Salesforce, Affinity, and Dynamo.
Microsoft Exchange
Bring mail and calendar into Metal for each connected user, and use live mailbox tools in chat.
Market data
PitchBook and other enabled data sources for firm research and workflows.
External MCP servers
Add remote MCP servers with OAuth, API key, or no authentication.
Data rooms are usually folders and files inside Metal, not a separate vendor
connector. You can bring data-room material in through connected file storage
or upload it directly, then search and analyze it in Metal.