Connect Plain to your AI agent
Plain is a collaborative support platform for B2B support teams, offering a modern, AI-powered interface to consolidate support channels and assist customers efficiently.
We set up the connection using your own Plain account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in Plain
Each one is a real action the agent can take on its own, the same things a person clicking around Plain could do. Read-only by default; write actions are confirmed against your policy.
- 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…
- 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 is…
- 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 G…
- List Customer Groups Tool to list all customer groups. Use when you need to retrieve group metadata with optional pagination or filters.
- List Threads (Deprecated) DEPRECATED: Use PLAIN_PLAIN_QUERY_THREADS instead. Lists all threads (support conversations) in Plain. Returns thread summaries including ID, reference, title, status, and priority. Use this action to: - Get an overview…
- 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…
- 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, fr…
- 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 compan…
- 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.
Setup
How we connect it
- 1
Connect your account
You create a key in Plain, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Plain questions, answered.
With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Plain's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.
Ready to put Plain to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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