Connect Freshdesk to AI agents

Connect Freshdesk 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

create_time_entry

Create Time Entry

Logs a time entry on a ticket. Supports setting time spent, billable status, agent, and notes.

create_article

Create Article

Creates a new knowledge base article in a specified folder. Supports HTML content, tags, SEO metadata, and draft/published status.

list_time_entries

List Time Entries

Lists all time entries logged on a specific ticket. Shows agent, hours spent, billable status, and notes.

create_contact

Create Contact

Creates a new contact in Freshdesk. Contacts represent customers who submit support tickets. Supports email, phone, company association, tags, and custom fields.

list_agents

List Agents

Lists agents in the Freshdesk helpdesk. Can filter by email or state. Returns agent details including contact information, roles, and group memberships.

create_company

Create Company

Creates a new company in Freshdesk. Companies group contacts and can be associated with tickets. Supports domains for automatic contact association, industry classification, and custom fields.

update_company

Update Company

Updates an existing company's details. Only provide the fields you want to change.

update_contact

Update Contact

Updates an existing contact's details. Only provide the fields you want to change.

get_ticket

Get Ticket

Retrieves a single ticket by ID with full details. Optionally includes conversations, requester info, company info, and stats (resolution/response times).

list_tickets

List Tickets

Lists tickets from Freshdesk with optional filtering, ordering, and pagination. Can filter by updated timestamp and include related data. Returns up to 30 tickets per page.

search_tickets

Search Tickets

Searches tickets using Freshdesk's filter query language. Supports filtering by standard and custom fields with logical operators. Example queries: `"status:2 AND priority:4"`, `"agent_id:123 AND created_at:>'2024-01-01'"`, `"tag:'billing' AND status:2"`.

update_ticket

Update Ticket

Updates an existing ticket's properties such as status, priority, assignee, subject, tags, type, and custom fields. Only provide the fields you want to change.

list_conversations

List Conversations

Lists all conversations (replies, notes, forwards) on a ticket. Returns the full conversation history including public replies and private agent notes.

create_ticket

Create Ticket

Creates a new support ticket in Freshdesk. Supports setting subject, description, requester, priority, status, assignee, tags, and custom fields. Can also create outbound email tickets to initiate customer conversations.

list_knowledge_base

List Knowledge Base

Browses the knowledge base hierarchy. Lists categories, or folders within a category, or articles within a folder depending on the parameters provided.

delete_ticket

Delete Ticket

Deletes a ticket from Freshdesk. The ticket is moved to trash and can be restored from the Freshdesk UI within 30 days.

get_company

Get Company

Retrieves full details of a company by its ID including domains, health score, account tier, and custom fields.

search_contacts

Search Contacts

Searches contacts using Freshdesk's filter query language. Supports filtering by name, email, phone, company, and custom fields. Example queries: `"email:'[email protected]'"`, `"company_id:42 AND active:true"`.

list_groups

List Groups

Lists all agent groups in Freshdesk. Groups are used for ticket assignment and routing.

get_contact

Get Contact

Retrieves a contact's full details by their ID, including email, phone, company association, tags, and custom fields.

list_contacts

List Contacts

Lists contacts from Freshdesk with optional filtering by email, phone, company, or state. Returns paginated results.

list_companies

List Companies

Lists all companies in Freshdesk with pagination support.

get_article

Get Article

Retrieves a single knowledge base article by ID, including full HTML content, SEO metadata, tags, and folder/category information.

add_ticket_reply

Add Ticket Reply

Sends a reply on a ticket visible to the requester. Can also add internal notes for agent-only collaboration. Use `private` to create an internal note instead of a customer-facing reply.

list_canned_responses

List Canned Responses

Lists canned responses in a Freshdesk canned response folder so agents can reuse approved reply templates.

get_account

Get Account

Retrieves Freshdesk account details for the connected helpdesk, including plan and portal metadata when available.

list_sla_policies

List SLA Policies

Lists Freshdesk SLA policies. Use this to inspect support targets and escalation policies that affect ticket due dates.

delete_company

Delete Company

Deletes a company from Freshdesk. Use when cleaning up obsolete account records after moving contacts or test data elsewhere.

search_companies

Search Companies

Searches companies using Freshdesk's filter query language. Supports fields such as name, domains, custom fields, health score, and account tier.

list_products

List Products

Lists Freshdesk products configured for the helpdesk. Use product IDs when creating or routing product-specific tickets.

list_business_hours

List Business Hours

Lists Freshdesk business-hour schedules used by SLA policies and ticket due dates.

get_helpdesk_settings

Get Helpdesk Settings

Retrieves Freshdesk helpdesk-level settings, including locale and portal behavior metadata when available.

list_fields

List Fields

Lists Freshdesk field definitions for tickets, contacts, or companies. Use this before writing custom fields or validating required helpdesk fields.

delete_time_entry

Delete Time Entry

Deletes a Freshdesk time entry from a ticket.

delete_contact

Delete Contact

Soft deletes a Freshdesk contact. Use this for cleanup or removing duplicate/test requester records; hard deletion is intentionally not exposed because it is irreversible.

list_satisfaction_ratings

List Satisfaction Ratings

Lists Freshdesk satisfaction ratings across tickets, with optional created-date filters for reporting and customer support quality review.

update_time_entry

Update Time Entry

Updates a Freshdesk time entry. Use this to correct the time spent, billable flag, agent attribution, or work note on an existing ticket time log.

get_current_agent

Get Current Agent

Retrieves the currently authenticated Freshdesk agent. Use this to discover the agent ID for assignment, time entry ownership, and E2E setup.

list_canned_response_folders

List Canned Response Folders

Lists folders that organize Freshdesk canned responses for agent replies.

More integrations teams use with Freshdesk

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

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.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Freshdesk

Manage customer support tickets, contacts, companies, and agents. Create, update, filter, merge, and delete support tickets with custom fields, tags, priorities, and assignments. Add replies, notes, and forward emails on ticket conversations. Manage contacts and companies with search, filter, import, and export capabilities. Maintain a knowledge base of articles organized in categories and folders. Run community discussion forums with topics and comments. Track time entries on tickets, configure SLA policies, and set up automation rules with webhook triggers. Manage canned response templates, custom objects, email mailboxes, collaboration threads, and agent groups with auto-assignment. Send outbound WhatsApp messages and handle satisfaction surveys and ratings. Support field service management with service tasks and technician scheduling.

Connect Freshdesk to production AI agents

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

Frequently asked questions

Common questions about connecting Freshdesk to AI agents with Metorial.

  1. Can Metorial connect Freshdesk to AI agents?
    Yes. Metorial connects AI agents to Freshdesk 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.