SuperAPI AI Directory

metronome-create-customer

Office & productivity

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Updated 10-16 00:29

About this skill

metronome-create-customer

Creates a single customer record in Metronome. Two-step: preview then confirm. Calls the API directly for both the duplicate check and the write.

Base URL: https://api.metronome.com/v1.


Step 1 — Collect fields

Ask the user for anything not already provided:

Field Required Notes
Legal entity name Yes Appears verbatim on invoices — use exact legal name
Ingest alias Yes The customer's client ID in their own system
Salesforce account ID Yes Alphanumeric ID from the Salesforce account URL
External Slack channel Yes The shared channel name (not internal) — used by Pylon for support

Step 2 — Check for duplicate

GET /v1/customers
Authorization: Bearer $METRONOME_API_TOKEN

Returns all customers — match by name field from the response.

  • Match found → show it and ask the user to confirm this is a different entity.
  • No match → proceed.

Step 3 — Preview

NEW CUSTOMER PREVIEW

  Name:          <legal entity name>
  Ingest alias:  <alias>
  Salesforce ID: <id>
  Slack channel: <channel>

Reply "confirmed" to create.

Do not call the API until the user confirms.


Step 4 — Create

POST /v1/customers
Authorization: Bearer $METRONOME_API_TOKEN
Content-Type: application/json

{
  "name": "<legal entity name>",
  "ingest_aliases": ["<ingest_alias>"],
  "customer_config": {
    "salesforce_account_id": "<salesforce_id>"
  },
  "custom_fields": {
    "slack_channel": "<slack_channel>"
  }
}

Return the id from the response — the user will need it for metronome-create-contract.

Note: custom_fields keys must be pre-registered in your Metronome account before use. If slack_channel is not registered, the API returns "Invalid custom field keys". Ask your Metronome admin to register it first, or omit custom_fields entirely if not configured.