Connect Helpdesk to AI agents

Connect Helpdesk 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

delete_ticket

Delete Ticket

Permanently delete a HelpDesk ticket by its ID. This action is irreversible and will remove the ticket and all associated data including messages, attachments, and activity history.

list_tickets

List Tickets

List and search HelpDesk tickets with filtering, sorting, and pagination. Use filters to narrow results by status, team, assignee, tags, requester email, date ranges, or free-text search. Supports cursor-based pagination for large result sets.

get_report

Get Report

Fetch reporting data from HelpDesk. Available report types: new-tickets, ticket-sources, ticket-rating, agent-rating, rating-per-agent, rating-per-team, ticket-status, tickets-status-per-agent, tickets-status-per-team, response-time, response-time-per-agent, response-time-per-team, resolution-time, resolution-time-per-agent, resolution-time-per-team, new-tickets/24h-distribution, ticket-sources/24h-distribution, ticket-rating/24h-distribution, ticket-status/24h-distribution, response-time/24h-distribution, resolution-time/24h-distribution, failed-outgoing-emails, tickets-status-duration, tickets-status-duration-total, tickets-status-duration-per-agent, tickets-status-duration-per-team.

manage_macros

Manage Macros

Manage HelpDesk macros. Supports listing all macros, getting a specific macro by ID, creating new macros, updating existing macros, and deleting macros. Macros are reusable sets of actions that can be applied to tickets.

get_ticket

Get Ticket

Retrieve the full details of a single HelpDesk ticket by its ID. Returns complete ticket information including events (messages and activity), requester details, tags, custom fields, rating, and merge status.

manage_rules

Manage Rules

Manage HelpDesk automation rules. Supports listing all rules, getting a specific rule by ID, creating new rules, updating existing rules, and deleting rules. Rules define automated triggers and actions for ticket processing.

update_ticket

Update Ticket

Update an existing HelpDesk ticket. This is a flexible tool that combines core ticket updates, tag management, follower management, and silo movement into a single operation. Only provide the fields you want to change; all optional fields that are omitted will remain unchanged.

query_audit_log

Query Audit Log

Query the HelpDesk audit log to retrieve a history of actions performed in the account. Supports filtering by action type, entity type, author, and date range with pagination.

create_ticket

Create Ticket

Create a new HelpDesk ticket. At minimum, a subject and requester email are required. Optionally set initial status, priority, team assignment, agent assignment, tags, followers, CC recipients, and custom field values.

manage_agents

Manage Agents

List, get, create, update, and delete HelpDesk agents. Agents are team members who handle tickets and customer communication. Use this tool to manage the agents in your HelpDesk account, including their roles, team assignments, and autoassignment settings.

manage_tags

Manage Tags

List, get, create, update, and delete HelpDesk tags. Tags are labels that can be applied to tickets for categorization, filtering, and automation. Tags can optionally be scoped to specific teams.

manage_canned_responses

Manage Canned Responses

List, get, create, update, and delete HelpDesk canned responses. Canned responses are pre-written reply templates that agents can quickly insert into ticket replies to save time and ensure consistent messaging. They can have keyboard shortcuts and be scoped to specific teams.

manage_teams

Manage Teams

List, get, create, update, and delete HelpDesk teams. Teams are used to organize agents into groups for ticket routing, assignment, and collaboration. Each team can have its own set of agents, tags, and canned responses.

manage_custom_fields

Manage Custom Fields

List, get, create, update, and delete HelpDesk custom fields. Custom fields allow you to add additional structured data to tickets beyond the default fields. They support different data types (single line text, multi-line text, URL, date) and can be scoped to specific teams with configurable edit permissions.

merge_tickets

Merge Tickets

Merge or unmerge HelpDesk tickets. In "merge" mode, multiple child tickets are merged into a single parent ticket, consolidating their conversations. In "unmerge" mode, a previously merged ticket is separated back into individual tickets.

send_rating_request

Send Rating Request

Send a customer satisfaction rating request email to the requester of a HelpDesk ticket. The requester will receive an email allowing them to rate their support experience as good, neutral, or bad, with an optional comment.

More integrations teams use with Helpdesk

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.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

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.

Technical notes for Helpdesk

Manage customer support tickets including creating, updating, assigning, and filtering tickets by status, priority, tags, teams, and custom fields. Add public or private messages and attachments to ticket conversations. Import historical tickets from other systems. Manage agents with roles, team membership, and autoassignment settings. Organize agents into teams with configurable email templates and reply addresses. Create automation rules with triggers and actions to automatically process tickets. Define reusable macros and canned response templates. Configure custom email domains and mailboxes for inbound routing. Create saved ticket filter views. Access reports on ticket volume, ratings, response times, and resolution times. Query audit logs of system changes. Manage webhooks for ticket lifecycle events including creation, updates, status changes, assignment changes, new messages, and tag changes.

Connect Helpdesk to production AI agents

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

Frequently asked questions

Common questions about connecting Helpdesk to AI agents with Metorial.

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