manage_contacts
Create, update, archive, unarchive, merge, or delete contacts (users and leads) in Intercom. Use **action** to specify the operation. Supports custom attributes and contact ownership assignment. For merging, provide both a lead ID and a user ID — the lead will be merged into the user.
get_contact
Retrieve a single contact by their Intercom ID or external ID. Returns full contact details including custom attributes, tags, companies, and segments.
manage_articles
Create, update, or delete help center articles in Intercom. Articles power the help center and provide content for the Fin AI agent. Supports multilingual content through translated content fields.
get_company
Retrieve a single company by its Intercom ID. Returns full company details including plan, custom attributes, and user count.
search_contacts
Search for contacts using Intercom's query language. Supports filtering by any contact field including custom attributes. Use nested AND/OR operators for complex queries. Returns paginated results with cursor-based pagination.
manage_tickets
Create, update, or reply to Intercom tickets. Supports state transitions, assignment, and custom ticket attributes. Use the "list_ticket_types" action to discover available ticket types before creating tickets.
search_conversations
Search and list conversations using Intercom's query language or list recent conversations with pagination. Supports filtering by fields like source.author.id, state, read, priority, assignee, and more.
manage_conversations
Perform actions on Intercom conversations: create new conversations, reply, assign to teammates/teams, add notes, close, open, or snooze. Combines multiple conversation management operations into a single tool.
send_message
Send an outbound message from an admin to a contact. Supports in-app and email messages. The message will initiate a new conversation with the target contact.
search_articles
Search help center articles by phrase or list all articles with pagination. Search results include highlighted matching snippets.
manage_events
Submit or list custom data events for contacts. Data events track user activity and can trigger automations or be used for segmentation. Use "submit" to track a new event, or "list" to retrieve events for a contact.
get_conversation
Retrieve a single conversation with full details including the source message and all conversation parts (replies, notes, assignments, etc.). Limited to 500 parts.
list_companies
List or filter companies in Intercom. Supports paginated listing and provider-supported filters for name, company_id, tag_id, and segment_id.
manage_companies
Create, update, or delete companies in Intercom. Also supports attaching or detaching contacts from companies. The create and update operations use the same endpoint — if a company with the given companyId already exists, it will be updated.
manage_tags
Create, update, delete tags, and apply or remove tags from contacts and conversations. Tags can be used to organize contacts, companies, and conversations for filtering and automation.
list_admins
List all admins (teammates) in the Intercom workspace. Useful for finding admin IDs needed for other operations like assigning conversations or sending messages.
create_note
Add an internal note to a contact's profile. Notes are visible only to teammates, not to the contact. Useful for recording internal context about a customer.
manage_data_attributes
List, create, update, or archive Intercom custom data attributes for contacts and companies. Data attributes define metadata fields used by contacts, companies, and conversations.
list_teams
List Intercom teams or retrieve a single team by ID. Teams are used as assignment targets for conversations and tickets.
get_notes
Retrieve an Intercom note by ID or list notes attached to a contact or company. Notes capture internal teammate context for customer records.
get_segments
List workspace segments, retrieve one segment, or list the segments attached to a contact. Segments group contacts by rules configured in Intercom.
manage_subscriptions
List subscription types and manage a contact's subscription preferences. Subscription types control opt-in and opt-out consent for non-essential communications.
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.
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.
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.
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.
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.
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.
Manage customer support conversations, tickets, and contacts on the Intercom platform. Create, update, search, and archive contacts (users and leads) and companies. Send and reply to conversations as admins or on behalf of contacts, assign conversations to teammates or teams, snooze, close, and tag conversations. Create and manage support tickets with configurable types and state transitions. Build and maintain help center articles and collections for self-service knowledge bases. Submit and retrieve custom data events for contact activity tracking. Manage tags, segments, custom data attributes, and custom objects. Send outbound messages via in-app and email channels. Manage AI content sources for the Fin AI agent. Retrieve call data with transcriptions and recordings. Create and manage news items and newsfeeds. Export workspace data and reporting datasets. Manage admin away status and access activity logs. Subscribe to webhooks for real-time notifications on conversation, contact, company, ticket, and content engagement events.
Common questions about connecting Intercom to AI agents with Metorial.
