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Integrations keep Metal in sync with the systems your firm already uses. They work in two layers: an admin enables an integration for the whole firm, and each user connects their own account.

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Admin: enable integrations

Admins manage firm-wide integrations 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.

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Users: connect your account

Once an integration is enabled, connect your personal account at Settings → Connections. Each row offers Connect or Configure, and shows a Connected badge when you’re set up.

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What you can connect

File storage

SharePoint, Egnyte, Box, ShareFile, and Google Drive.

CRM

DealCloud, Salesforce, Affinity, Dynamo, and BPOne.
Metal also connects to collaboration and data tools (such as Outlook and Pitchbook) and to MCP servers. Browse the full list under Settings → Integrations.