Add Plain to your AI agent

Permanently delete a tier and all of its memberships. The live API also requires serviceLevelAgreementBreachAction:delete, including when the tier does not exist. Plain's API-key UI grantability for that permission is currently unknown.

Permanently removes a Plain workspace user by ID. Their threads remain but become unassigned. Plain rejects deletion when the user is the workspace's only owner, so assign another owner first. Confirm this destructive operation.

Tool to fetch company details by ID. Use when you need the full profile of a company, including name, domain, contract value, owner info, and timestamps.

Fetches external issue tracker links (Jira, Linear, GitHub, etc.) associated with a customer's threads. Returns a bounded, flattened snapshot of issue links across the customer's threads, including thread context. With defaults, it examines up to 50 threads and 50 links per thread; results may be truncated at either limit.

Fetch a tier by ID. Set include_details=true to include memberships and SLA configuration, which require additional permissions.

Fetch customer details by email address. Returns customer information if found, or null if no customer exists with that email.

Tool to retrieve details of a specific customer by their unique ID. Use after obtaining the customer's ID to fetch their complete record.

Tool to fetch a list of customers. Use when retrieving multiple customer records with pagination, filtering, or sorting.

Fetch one AI-detected knowledge gap and its linked task and signals.

Fetch one SLA policy by its Plain ID.

Fetch one task by either its Plain ID or human-readable T-123 ref.

Fetches a thread by ID, including customer info, status, priority, labels, and assignments. Returns null if the thread is not found.

Fetch workspace user/team member by ID. Returns detailed information about a workspace team member including their name, email, status, and avatar. Note: This fetches workspace users (team members), not customers. Use GET_CUSTOMER_BY_ID for customer data.

List feedback submitted on Plain AI features, optionally filtered by feature, sentiment, or time.

List one paginated page of customer groups with optional external-ID filtering.

List AI-detected knowledge gaps with status filters and useful sort orders.

List named SLA policies, optionally filtering by name or target type.

List workspace tasks with pagination, filtering, and sorting.

List tiers with cursor pagination. Set include_details=true to include memberships and SLA configuration, which require additional permissions.

Retrieve up to 50 threads from one page, optionally filtered by status. Omit the cursor for the first page and pass the returned end cursor to fetch the next page.

Removes a customer from one or more customer groups in Plain. Use this action to revoke customer group memberships. The customer must be a member of the specified group(s) - attempting to remove a customer from a group they're not in will result in an error. Groups can be identified by their Plain internal ID (customerGroupId), unique key (customerGroupKey), or external ID (externalId). Common use cases: - Downgrade customer tier (e.g., remove from premium_tier group) - Remove customer from beta access groups - Clean up group memberships after customer status changes

Remove up to 25 tenants or companies from their current tiers.

Execute an arbitrary GraphQL document against Plain without a safety gate. Prefer a specific Plain action when one exists. Inspect the full document first: mutations can immediately and irreversibly create, deliver, update, or delete data. Required authorization depends on its operations and selected fields, so this action cannot predeclare sufficient permissions; the connected credential must already have them. Provider GraphQL errors, including mutation business errors, are returned in the errors field and must not be treated as success merely because HTTP returned 2xx.

Immediately and irreversibly deliver a message through an existing thread. The thread determines the delivery channel and primary recipient or channel; this action does not let the caller review or override them. Email threads can add CC and BCC recipients. By default Plain sends as the connected machine user, while impersonation can make the message appear from a customer or an allow-listed workspace user.

Upserts (creates or updates) a company in Plain. Provide companyId to update by ID or companyDomainName to upsert by domain. When both identifiers are omitted, domainName is also used as companyDomainName for compatibility. Use this to create new companies, update existing company details (name, domain, contract value), or assign account owners.

Assign one company to a tier or clear its tier membership.

Update a legacy tier SLA without changing its SLA type.

Replace an SLA policy's targets; omitted target types and their trackers are deleted.

Update selected fields on an existing task.

Assign one tenant to a tier or clear its tier membership.

Tool to update a thread's title. Use when renaming a thread after confirming its ID.

Apply an SLA policy, or clear it so the thread falls back to its tier's SLAs.

Update selected fields on an existing support tier.

Tool to upsert (create or update) a customer. Use when syncing or ensuring a customer record exists before subsequent actions.

Idempotently add a customer to one or more tenants.

Add a suggested reply for teammate review without sending it to the customer.

Add one or more labels to a thread by label-type ID.

Archive a label type while preserving labels already on threads.

Sequentially delete thread fields, returning each non-atomic item result.

Create or replace multiple typed thread-field values.

Irreversibly assign, unassign, add, or remove thread assignees. For an AI-agent ASSIGN, LIVE lets the agent reply to customers, while SHADOW observes real threads without sending customer replies.

Create a sensitive three-minute URL and return its virus-scan result. Download or process the file only when attachmentVirusScanResult is CLEAN. Treat INFECTED as unsafe, FAILED or PENDING as not cleared, and null as unscanned; do not fetch or expose the file in any of those states. Do not log or share the URL.

Create a sensitive, two-hour presigned upload capability; no file is uploaded. Do not log or share uploadFormUrl or uploadFormData. Next, POST multipart/form-data directly to uploadFormUrl with every uploadFormData key/value as a form field and the exact binary file in the form field named `file`. After that upload succeeds, pass the returned attachment.id to a compatible message or note action.

Create an autoresponder that automatically sends outbound customer replies. Enabled autoresponders can send irreversible external messages when new threads match. Plain permits at most 25 autoresponders per workspace and delays up to 900 seconds.

Immediately and irreversibly start an external EMAIL or SLACK discussion. EMAIL delivers the first message to every emailDetails.toAddresses recipient and optional ccAddresses recipient. SLACK posts it to the connected channel selected by slackDetails.connectedSlackChannelId. Live provider authorization requires threadDiscussion:create, although the current operation page omits it.

Create a custom customer-wide or single-thread timeline event.

Create a label type that can be applied to threads.

Create an internal note on an existing customer thread. Plain's live API currently rejects customer-level notes without threadId even though the current GraphQL SDL marks that input nullable.

Create a reusable plain-text and optional Markdown reply snippet.

Create a custom thread-field schema.

Permanently delete a native autoresponder.

Permanently delete an empty customer group after confirmation.

Soft-delete an internal note.

Soft-delete a snippet while preserving historical references.

Delete a tenant, unlink its customers, and remove its field values. Existing threads retain a reference to the tenant deletion record but are no longer routed through that tenant.

Clear one tenant field value without deleting its schema.

Permanently delete a tenant-field schema and all values stored against it.

Permanently delete a thread and all associated data.

Delete a schema and all values stored against it.

Advance a thread's escalation or attach/detach its escalation path.

Fetch one native Plain autoresponder through the machine-user-safe list query.

Fetch a customer by the exact stable external ID from your own system.

Fetch one customer group by its Plain ID. Plain's live API requires customerGroup:read for this query.

Fetch metadata for one EMAIL or SLACK side-conversation by ID. Live provider authorization requires threadDiscussion:read, although the current public operation page does not state that permission.

Fetch one label type by Plain ID or external ID.

Fetch one snippet by ID, including a soft-deleted snippet.

Fetch one tenant by its Plain ID, including current custom field values.

Fetch a thread by ref or by its customer-scoped external ID.

Import one historical thread without triggering SLAs or autoresponders.

Import up to 25 historical messages and return one result per input message. Reusing a message externalId is idempotent and returns NOOP. The batch is non-atomic: successful messages remain committed when others fail, with per-message results and a top-level bulk_partial_failure error. Attachments require previously uploaded IDs.

List native Plain autoresponders in priority order.

List deletion-audit records for threads.

List only EMAIL and SLACK side-conversations with filters and pagination. Live provider authorization requires threadDiscussion:read, although the current public operation page does not state that permission.

List current suggested replies for a thread's most recent inbound message.

List active and/or archived label types.

List the workspace snippet library with cursor pagination.

List tenant-field schemas before reading or writing custom values.

List tenants with current filters and cursor pagination.

List the workspace's custom thread-field schemas.

List a page of threads with an external ID across all customers.

List threads with the provider's complete public filter and sort surface.

Idempotently hide a customer's threads as spam and exclude them from metrics.

Idempotently remove a customer from one or more tenants.

Remove one or more concrete labels from a thread.

Reorder native autoresponders in one call.

Reorder one or more thread-field schemas.

Immediately and irreversibly send an external reply to an inbound email. Plain inherits the primary recipients and email channel from the referenced inbound email. The request can add CC and BCC recipients or send from a verified alternate support address while preserving email-client threading.

Search customer profile fields or timeline text using explicit OR conditions.

Search tenants by name, domain, or exact external ID.

Search thread titles, messages, and customer names or emails.

Immediately and irreversibly deliver a message in an existing discussion. The discussion ID determines the external recipients and original EMAIL or SLACK channel; they cannot be reviewed or overridden here. Live provider authorization requires threadDiscussionMessage:create, although the current operation page omits it.

Immediately and irreversibly send an external email to a customer. Plain uses the customer's email as the primary recipient. The request can add CC and BCC recipients, send from a verified alternate support address, and attach the email to an existing thread; the delivery channel remains email.

Replace a customer's complete tenant membership set in one call.

Move a thread to Todo, Snoozed, or Done.

Restore an archived label type for use on new threads.

Idempotently clear a customer's spam flag and restore inbox visibility.

Update an autoresponder that automatically sends outbound customer replies. Enabling or changing a matching autoresponder can cause irreversible external messages. Plain permits at most 25 autoresponders per workspace and delays up to 900 seconds.

Record teammate feedback on a generated reply.

Update mutable label-type properties using field wrappers.

Replace an internal note's content and optional attachment list.

Update selected snippet fields using Plain's field-level wrappers.

Change one thread priority, customer, external ID, tenant, or tier attribute.

Update mutable properties of a thread-field schema.

Idempotently create or update a customer group using machine-user-safe calls.

Create or update a tenant while synchronizing its stable external ID.

Set one typed custom field value for a tenant.

Create or update tenant-field schemas keyed by source and external field ID.