Intake is an AI-first helpdesk for support teams. This connector lets Claude work on your Intake workspace with the permissions you grant when you connect.
What Claude can do with it:
Conversations: search and read them, assign them to a teammate or a team, tag, snooze, close or reopen them, and leave internal notes. It does not write to your customers.
AI agent: read its configuration, adjust its personality, guidelines, guided responses and escalation settings, ask it a test question to see the answer and the sources behind it, and publish a new version when you approve.
Knowledge and Help Center: add and update knowledge documents, write, edit and publish Help Center articles, and find the questions your documentation does not answer yet.
Reports: volume, AI resolution and quality, team performance, topics and trends for any date range.
Workflows and actions: create, update and enable workflows and custom actions, and review their runs.
Everything that changes data is marked as destructive, so Claude asks for confirmation first. Publishing agent versions needs its own permission, which is off by default.
To connect you need an Intake workspace and an owner or admin account. Sign-in uses OAuth, so there are no API keys to copy.
