Plain AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Plain MCP or direct API to triage support conversations, label and prioritize tickets, draft customer replies, and automate inbox workflows through natural language.
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Plain is a collaborative support platform for B2B teams, focused on consolidating conversations and boosting efficiency with AI. Enjoy streamlined, modern workflows to assist customers across channels from one place.
▪ Tools & Triggers
Supported Tools and Triggers
Every Plain action and event your agent gets out of the box.
Add Customer To Group
Tool to add a customer to one or more customer groups. Use when you have a customer and groups ready.
Create Customer Group
Creates a new customer group in Plain for organizing and segmenting customers. Customer groups allow you to categorize customers (e.g., by pricing tier, feature access, or support level) and manage them more effectively in your support workflow. Each group has a unique key, display name, and visual color for easy identification. Use this when you need to create a new customer segment for organization or filtering purposes.
Create Thread
Tool to create a new thread. Use after obtaining valid customer identifier.
Delete Customer
Tool to delete a customer from the system. Use when you need to remove a customer by their ID.
Delete User
Tool to delete a user from the system. Use when you need to remove a user by their ID after confirming existence.
Fetch Company
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.
Fetch Issues
Fetches external issue tracker links (Jira, Linear, GitHub, etc.) associated with a customer's threads. Returns a flattened list of all issue links across the customer's threads, including the thread context for each issue. Useful for getting a complete view of all external issues related to a customer. With defaults, returns up to threadFirst×linkFirst (2,500) total issue links; results are truncated if limits are exceeded, so reduce threadFirst or linkFirst for large datasets.
Fetch Tier
Tool to fetch a tier by its ID. Use when you have a tier ID and need its metadata before proceeding. Example: "Fetch tier with ID tier_123".
Get Customer By Email
Fetch customer details by email address. Returns customer information if found, or null if no customer exists with that email.
Get Customer By ID
Tool to retrieve details of a specific customer by their unique ID. Use after obtaining the customer's ID to fetch their complete record.
Get Customers
Tool to fetch a list of customers. Use when retrieving multiple customer records with pagination, filtering, or sorting.
Get Thread By ID
Fetches comprehensive details of a specific thread by ID, including customer info, status, priority, labels, and assignments. Returns null if thread not found.
Get User By ID
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 Customer Groups
Tool to list all customer groups. Use when you need to retrieve group metadata with optional pagination or filters.
List Tiers
Tool to retrieve a list of tiers with pagination. Use when you need to browse available tiers after determining pagination cursors. Example: 'List tiers with first=25'.
List Threads
Tool to retrieve a paginated list of threads. Use when you need to list threads with optional status filtering.
Remove Customer From Group
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 either their Plain internal ID (customerGroupId) or their unique key (customerGroupKey). 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
Run GraphQL Query
Execute any GraphQL query or mutation against Plain API. Use when no specific action exists or for complex operations like thread timelines, advanced filtering, and custom data retrieval. Supports queries, mutations, fragments, and variables.
Send Message
Tool to send a new message within a thread. Use after identifying the thread and preparing message content.
Update Company
Upserts (creates or updates) a company in Plain. Provide either companyId (for updating an existing company by ID) or companyDomainName (for upserting by domain). Use this to create new companies, update existing company details (name, domain, contract value), or assign account owners.
Update Thread
Tool to update a thread's title. Use when renaming a thread after confirming its ID.
Upsert Customer
Tool to upsert (create or update) a customer. Use when syncing or ensuring a customer record exists before subsequent actions.
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