Connect Crisp to AI agents

Connect Crisp to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

remove_person

Remove Person

Permanently remove a contact profile from the Crisp CRM. This action is irreversible.

get_conversation

Get Conversation

Retrieve full details of a specific conversation by its session ID, including metadata, state, routing, messages preview, and visitor information.

list_people

List People

List and search contact profiles in the Crisp CRM. Supports searching by name, email, or segment. Returns paginated contact profiles.

send_message

Send Message

Send a message in a Crisp conversation. Supports text messages, notes (internal), file attachments, and other message types. Messages can be sent as an operator or as a user.

create_person

Create Person

Create a new contact profile in the Crisp CRM. At minimum, provide an email or nickname. Returns the new people ID.

get_messages

Get Messages

Retrieve messages from a conversation. Returns the most recent messages by default. Use timestampBefore for pagination to load older messages.

list_conversations

List Conversations

List and search conversations in your Crisp workspace. Supports filtering by status (unread, resolved, assigned), date range, inbox, and text/segment search. Returns paginated conversation summaries with metadata.

update_conversation

Update Conversation

Update a conversation's metadata, state, routing assignment, or block status. Combine multiple updates in a single call — set the nickname, assign an operator, change state to resolved, and add segments all at once.

manage_website_settings

Manage Website Settings

Get or update the Crisp website (workspace) settings. When no settings are provided, returns the current configuration. When settings are provided, updates them. Settings include chatbox appearance, contact info, email preferences, and more.

create_conversation

Create Conversation

Create a new conversation in your Crisp workspace. Returns the new session ID. You can optionally set initial metadata such as nickname, email, subject, and segments after creation using the Update Conversation tool.

batch_conversation_actions

Batch Conversation Actions

Perform bulk actions on multiple conversations at once. Resolve, mark as read, or remove multiple conversations in a single operation.

list_helpdesk_articles

List Helpdesk Articles

List helpdesk knowledge base articles for a specific locale. Returns paginated article summaries. Use this to browse your knowledge base or find articles to update.

get_website_availability

Get Website Availability

Check the current online/offline availability status of the Crisp website (workspace). Returns whether the support team is currently available.

manage_helpdesk_article

Manage Helpdesk Article

Create, update, or delete a helpdesk knowledge base article. Articles are organized by locale for multi-language support. You can set the title, content, category, featured status, and order.

remove_conversation

Remove Conversation

Permanently remove a conversation from your Crisp workspace. This action is irreversible.

update_person

Update Person

Update an existing contact profile in the Crisp CRM. Change email, nickname, phone, segments, custom data, and subscription status in a single call.

list_operators

List Operators

List all operators (team members) of the Crisp workspace. Returns operator details including user ID, email, role, and availability. Useful for finding operator IDs to assign conversations.

get_person

Get Person

Retrieve a full contact profile from the Crisp CRM by people ID. Returns profile details, custom data, segments, and subscription status.

manage_message_status

Manage Message Status

Mark Crisp conversation messages as read, unread, or delivered. Use message fingerprints from Get Messages or Send Message for fingerprint-specific acknowledgements.

list_conversation_activity

List Conversation Activity

List pages viewed, custom events, or file messages for a Crisp conversation. This gives support context beyond the message transcript.

list_helpdesk_locales

List Helpdesk Locales

List helpdesk knowledge base locales configured for the Crisp workspace. Use this to find locale IDs before listing or managing articles.

list_inboxes

List Inboxes

List Crisp website inboxes. Use this to find inbox IDs for conversation filtering or moving conversations between inboxes.

More integrations teams use with Crisp

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Dataforseo

Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.

Item

Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.

Technical notes for Crisp

Manage customer conversations, contacts, and support operations across multiple channels. Send and receive messages (text, files, audio, carousels) in conversations, assign conversations to operators, and track conversation states. Create, update, search, and manage contact profiles with custom data, events, and subscription status. Build and manage helpdesk knowledge base articles with multi-language support. Create and manage marketing campaigns including one-shot and automated campaigns. Configure website workspace settings, chatbox appearance, and operator roles. Track visitors in real-time, monitor website availability status, and access analytics for messaging, contacts, ratings, and campaigns. Receive real-time events via webhooks or WebSocket for session changes, messages, campaigns, and more.

Connect Crisp to production AI agents

See how Metorial gives Crisp access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Crisp to AI agents with Metorial.

  1. Can Metorial connect Crisp to AI agents?
    Yes. Metorial connects AI agents to Crisp through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.