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_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
List, get, create, update, or delete organizations. Organizations represent companies that can be associated with multiple customers.
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 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
List, activate, deactivate, or manually run workflows (automation rules). Workflows automate common actions on 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 all teams in the Help Scout account. Optionally retrieve the members of a specific team.
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
Retrieve customer satisfaction ratings. Filter by mailbox and date range.
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
Retrieve a customer's full profile including all emails, phone numbers, and other contact information.
list_customers
Search and list customer profiles. Filter by email, name, mailbox, or use a custom query. Results are paginated.
create_customer
Create a new customer profile with contact information. At minimum provide a first name or email address.
delete_conversation
Permanently delete a conversation. This action cannot be undone.
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 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
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 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 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.
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.
Common questions about connecting Help Scout to AI agents with Metorial.