Intercom Automation

1---
2name: intercom-automation
3description: "Automate Intercom tasks via Rube MCP (Composio): conversations, contacts, companies, segments, admins. Always search tools first for current schemas."
4requires:
5  mcp: [rube]
6---
7 
8# Intercom Automation via Rube MCP
9 
10Automate Intercom operations through Composio's Intercom toolkit via Rube MCP.
11 
12## Prerequisites
13 
14- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
15- Active Intercom connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `intercom`
16- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas
17 
18## Setup
19 
20**Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
21 
22 
231. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds
242. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `intercom`
253. If connection is not ACTIVE, follow the returned auth link to complete Intercom OAuth
264. Confirm connection status shows ACTIVE before running any workflows
27 
28## Core Workflows
29 
30### 1. Manage Conversations
31 
32**When to use**: User wants to create, list, search, or manage support conversations
33 
34**Tool sequence**:
351. `INTERCOM_LIST_ALL_ADMINS` - Get admin IDs for assignment [Prerequisite]
362. `INTERCOM_LIST_CONVERSATIONS` - List all conversations [Optional]
373. `INTERCOM_SEARCH_CONVERSATIONS` - Search with filters [Optional]
384. `INTERCOM_GET_CONVERSATION` - Get conversation details [Optional]
395. `INTERCOM_CREATE_CONVERSATION` - Create a new conversation [Optional]
40 
41**Key parameters**:
42- `from`: Object with `type` ('user'/'lead') and `id` for conversation creator
43- `body`: Message body (HTML supported)
44- `id`: Conversation ID for retrieval
45- `query`: Search query object with `field`, `operator`, `value`
46 
47**Pitfalls**:
48- CREATE_CONVERSATION requires a contact (user/lead) as the `from` field, not an admin
49- Conversation bodies support HTML; plain text is auto-wrapped in `<p>` tags
50- Search query uses structured filter objects, not free-text search
51- Conversation IDs are numeric strings
52 
53### 2. Reply and Manage Conversation State
54 
55**When to use**: User wants to reply to, close, reopen, or assign conversations
56 
57**Tool sequence**:
581. `INTERCOM_GET_CONVERSATION` - Get current state [Prerequisite]
592. `INTERCOM_REPLY_TO_CONVERSATION` - Add a reply [Optional]
603. `INTERCOM_ASSIGN_CONVERSATION` - Assign to admin/team [Optional]
614. `INTERCOM_CLOSE_CONVERSATION` - Close conversation [Optional]
625. `INTERCOM_REOPEN_CONVERSATION` - Reopen closed conversation [Optional]
63 
64**Key parameters**:
65- `conversation_id` / `id`: Conversation ID
66- `body`: Reply message body (HTML supported)
67- `type`: Reply type ('admin' or 'user')
68- `admin_id`: Admin ID for replies from admin, assignment, and close/reopen
69- `assignee_id`: Admin or team ID for assignment
70- `message_type`: 'comment' (default) or 'note' (internal)
71 
72**Pitfalls**:
73- `admin_id` is REQUIRED for admin replies, close, reopen, and assignment operations
74- Always fetch admin IDs first with LIST_ALL_ADMINS or IDENTIFY_AN_ADMIN
75- Duplicate sends can occur on retry; implement idempotency checks
76- Internal notes use `message_type: 'note'`; visible only to workspace members
77- Closing requires an admin_id and optional body message
78 
79### 3. Manage Contacts
80 
81**When to use**: User wants to search, view, or manage contacts (users and leads)
82 
83**Tool sequence**:
841. `INTERCOM_SEARCH_CONTACTS` - Search contacts with filters [Required]
852. `INTERCOM_GET_A_CONTACT` - Get specific contact [Optional]
863. `INTERCOM_SHOW_CONTACT_BY_EXTERNAL_ID` - Look up by external ID [Optional]
874. `INTERCOM_LIST_CONTACTS` - List all contacts [Optional]
885. `INTERCOM_LIST_TAGS_ATTACHED_TO_A_CONTACT` - Get contact tags [Optional]
896. `INTERCOM_LIST_ATTACHED_SEGMENTS_FOR_CONTACT` - Get contact segments [Optional]
907. `INTERCOM_DETACH_A_CONTACT` - Remove contact from company [Optional]
91 
92**Key parameters**:
93- `contact_id`: Contact ID for retrieval
94- `external_id`: External system ID for lookup
95- `query`: Search filter object with `field`, `operator`, `value`
96- `pagination`: Object with `per_page` and `starting_after` cursor
97 
98**Pitfalls**:
99- SEARCH_CONTACTS uses structured query filters, not free-text; format: `{field, operator, value}`
100- Supported operators: `=`, `!=`, `>`, `<`, `~` (contains), `!~` (not contains), `IN`, `NIN`
101- Contact types are 'user' (identified) or 'lead' (anonymous)
102- LIST_CONTACTS returns paginated results; use `starting_after` cursor for pagination
103- External IDs are case-sensitive
104 
105### 4. Manage Admins and Teams
106 
107**When to use**: User wants to list workspace admins or identify specific admins
108 
109**Tool sequence**:
1101. `INTERCOM_LIST_ALL_ADMINS` - List all admins and teams [Required]
1112. `INTERCOM_IDENTIFY_AN_ADMIN` - Get specific admin details [Optional]
112 
113**Key parameters**:
114- `admin_id`: Admin ID for identification
115 
116**Pitfalls**:
117- LIST_ALL_ADMINS returns both admins and teams
118- Admin IDs are required for conversation replies, assignment, close, and reopen
119- Teams appear in the admins list with `type: 'team'`
120 
121### 5. View Segments and Counts
122 
123**When to use**: User wants to view segments or get aggregate counts
124 
125**Tool sequence**:
1261. `INTERCOM_LIST_SEGMENTS` - List all segments [Optional]
1272. `INTERCOM_LIST_ATTACHED_SEGMENTS_FOR_CONTACT` - Segments for a contact [Optional]
1283. `INTERCOM_LIST_ATTACHED_SEGMENTS_FOR_COMPANIES` - Segments for a company [Optional]
1294. `INTERCOM_GET_COUNTS` - Get aggregate counts [Optional]
130 
131**Key parameters**:
132- `contact_id`: Contact ID for segment lookup
133- `company_id`: Company ID for segment lookup
134- `type`: Count type ('conversation', 'company', 'user', 'tag', 'segment')
135- `count`: Sub-count type
136 
137**Pitfalls**:
138- GET_COUNTS returns approximate counts, not exact numbers
139- Segment membership is computed; changes may not reflect immediately
140 
141### 6. Manage Companies
142 
143**When to use**: User wants to list companies or manage company-contact relationships
144 
145**Tool sequence**:
1461. `INTERCOM_LIST_ALL_COMPANIES` - List all companies [Required]
1472. `INTERCOM_LIST_ATTACHED_SEGMENTS_FOR_COMPANIES` - Get company segments [Optional]
1483. `INTERCOM_DETACH_A_CONTACT` - Remove contact from company [Optional]
149 
150**Key parameters**:
151- `company_id`: Company ID
152- `contact_id`: Contact ID for detachment
153- `page`: Page number for pagination
154- `per_page`: Results per page
155 
156**Pitfalls**:
157- Company-contact relationships are managed through contact endpoints
158- DETACH_A_CONTACT removes the contact-company association, not the contact itself
159 
160## Common Patterns
161 
162### Search Query Filters
163 
164**Single filter**:
165```json
166{
167  "field": "email",
168  "operator": "=",
169  "value": "user@example.com"
170}
171```
172 
173**Multiple filters (AND)**:
174```json
175{
176  "operator": "AND",
177  "value": [
178    {"field": "role", "operator": "=", "value": "user"},
179    {"field": "created_at", "operator": ">", "value": 1672531200}
180  ]
181}
182```
183 
184**Supported fields for contacts**: email, name, role, created_at, updated_at, signed_up_at, last_seen_at, external_id
185 
186**Supported fields for conversations**: created_at, updated_at, source.type, state, open, read
187 
188### Pagination
189 
190- Most list endpoints use cursor-based pagination
191- Check response for `pages.next` with `starting_after` cursor
192- Pass cursor in `pagination.starting_after` for next page
193- Continue until `pages.next` is null
194 
195### Admin ID Resolution
196 
197```
1981. Call INTERCOM_LIST_ALL_ADMINS to get all admins
1992. Find the desired admin by name or email
2003. Use admin.id for replies, assignments, and state changes
201```
202 
203## Known Pitfalls
204 
205**Admin ID Requirement**:
206- Admin ID is required for: reply (as admin), assign, close, reopen
207- Always resolve admin IDs first with LIST_ALL_ADMINS
208 
209**HTML Content**:
210- Conversation bodies are HTML
211- Plain text is auto-wrapped in paragraph tags
212- Sanitize HTML input to prevent rendering issues
213 
214**Idempotency**:
215- Replies and conversation creation are not idempotent
216- Duplicate sends can occur on retry or timeout
217- Track message IDs to prevent duplicates
218 
219**Rate Limits**:
220- Default: ~1000 requests per minute (varies by plan)
221- 429 responses include rate limit headers
222- Implement exponential backoff for retries
223 
224## Quick Reference
225 
226| Task | Tool Slug | Key Params |
227|------|-----------|------------|
228| List conversations | INTERCOM_LIST_CONVERSATIONS | (pagination) |
229| Search conversations | INTERCOM_SEARCH_CONVERSATIONS | query |
230| Get conversation | INTERCOM_GET_CONVERSATION | id |
231| Create conversation | INTERCOM_CREATE_CONVERSATION | from, body |
232| Reply to conversation | INTERCOM_REPLY_TO_CONVERSATION | conversation_id, body, admin_id |
233| Assign conversation | INTERCOM_ASSIGN_CONVERSATION | conversation_id, admin_id, assignee_id |
234| Close conversation | INTERCOM_CLOSE_CONVERSATION | id, admin_id |
235| Reopen conversation | INTERCOM_REOPEN_CONVERSATION | id, admin_id |
236| Search contacts | INTERCOM_SEARCH_CONTACTS | query |
237| Get contact | INTERCOM_GET_A_CONTACT | contact_id |
238| Contact by external ID | INTERCOM_SHOW_CONTACT_BY_EXTERNAL_ID | external_id |
239| List contacts | INTERCOM_LIST_CONTACTS | (pagination) |
240| Contact tags | INTERCOM_LIST_TAGS_ATTACHED_TO_A_CONTACT | contact_id |
241| Contact segments | INTERCOM_LIST_ATTACHED_SEGMENTS_FOR_CONTACT | contact_id |
242| Detach contact | INTERCOM_DETACH_A_CONTACT | contact_id, company_id |
243| List admins | INTERCOM_LIST_ALL_ADMINS | (none) |
244| Identify admin | INTERCOM_IDENTIFY_AN_ADMIN | admin_id |
245| List segments | INTERCOM_LIST_SEGMENTS | (none) |
246| Company segments | INTERCOM_LIST_ATTACHED_SEGMENTS_FOR_COMPANIES | company_id |
247| Get counts | INTERCOM_GET_COUNTS | type, count |
248| List companies | INTERCOM_LIST_ALL_COMPANIES | page, per_page |
249