Connect Help Scout to AI agents

Connect Help Scout 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

manage_tags

Manage Tags

List, create, update, or delete tags. Tags are used to categorize and organize conversations. Use "list" to see all tags, or create/update/delete individual tags.

manage_organization

Manage Organization

List, get, create, update, or delete organizations. Organizations represent companies that can be associated with multiple customers.

get_conversation

Get Conversation

Retrieve a single conversation with its full details and threads. Returns the conversation metadata plus all threads (replies, notes, etc.) in the conversation.

update_customer

Update Customer

Update an existing customer's profile. Change their name, organization, job title, or background notes. To manage emails and phones, use the dedicated add/remove operations.

manage_workflow

Manage Workflow

List, activate, deactivate, or manually run workflows (automation rules). Workflows automate common actions on conversations.

list_conversations

List Conversations

Search and list support conversations across mailboxes. Filter by mailbox, status, tag, assignee, or use a custom query string. Results are paginated.

list_teams

List Teams

List all teams in the Help Scout account. Optionally retrieve the members of a specific team.

list_mailboxes

List Mailboxes

List all mailboxes (shared inboxes) in the Help Scout account. Optionally retrieve folders and custom fields for a specific mailbox.

list_satisfaction_ratings

List Satisfaction Ratings

Retrieve customer satisfaction ratings. Filter by mailbox and date range.

add_thread

Add Thread

Add a reply, note, or phone thread to an existing conversation. Agent replies send actual emails to the customer. Notes are internal-only. Phone threads log phone calls.

get_customer

Get Customer

Retrieve a customer's full profile including all emails, phone numbers, and other contact information.

list_customers

List Customers

Search and list customer profiles. Filter by email, name, mailbox, or use a custom query. Results are paginated.

create_customer

Create Customer

Create a new customer profile with contact information. At minimum provide a first name or email address.

delete_conversation

Delete Conversation

Permanently delete a conversation. This action cannot be undone.

update_conversation

Update Conversation

Update an existing conversation's properties. Change status, assignee, subject, tags, or custom fields. Multiple updates can be applied at once.

create_conversation

Create Conversation

Create a new support conversation in a mailbox. You must specify the customer (by email or ID), the mailbox, and at least one thread (the initial message). Optionally assign it to a user, add tags, or set status.

get_report

Get Report

Retrieve reporting data from Help Scout. Choose from company overview, conversation metrics, or customer satisfaction (happiness) reports. All reports require a date range.

manage_docs

Manage Knowledge Base

Manage Help Scout Docs knowledge base content. List sites, collections, categories, and articles. Create, update, or delete articles and collections. Search articles. **Requires a Docs API key** configured in authentication.

list_users

List Users

List all users (agents/staff) in the Help Scout account. Optionally retrieve details for a specific user by ID or get the authenticated user's profile.

More integrations teams use with Help Scout

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 Help Scout

Manage customer support conversations, customers, and knowledge base content. Create, update, assign, and close conversations across shared mailboxes. Add replies, notes, and attachments to conversation threads. Create and manage customer profiles with contact details and custom properties. Organize customers into companies/organizations. Manage tags, teams, users, and automated workflows. Create and update knowledge base articles, collections, and categories via the Docs API. Access support reporting including conversation volume, response times, user productivity, and customer satisfaction ratings. Configure webhooks to receive real-time notifications on conversation, customer, and organization changes.

Connect Help Scout to production AI agents

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

Frequently asked questions

Common questions about connecting Help Scout to AI agents with Metorial.

  1. Can Metorial connect Help Scout to AI agents?
    Yes. Metorial connects AI agents to Help Scout 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.