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Available nowBusiness · API + MCP

When the agent should stop, a person takes over.

Agents handle routine email well. Sortd makes the rest safe: the agent escalates into an assigned card with the thread, its reasoning and a deadline, a person decides, and the agent carries on with that decision as context.

Available now on the Business plan: shared inboxes, the REST API, MCP access and agent automation.

The loop

Six steps. One of them is always a person.

01
Agent

Works the thread

Classifies and drafts as usual.

02
Agent

Hits a rule

Refund over limit, legal threat, low confidence.

03
Sortd

Escalates

Card assigned to a named person with a note and a deadline.

04
Your team

Decides

Replies, edits the draft or sets the direction.

05
Sortd

Records it

Who acted, human or agent, on what and why.

06
Agent

Resumes

Continues follow-ups with the decision as context.

Example

What the agent does, and what your team does

The email
From: tom@keystonefoods.com11:02
Refund for the whole March order?

The last delivery arrived damaged again. I want a full refund for March or we’ll have to look elsewhere.

The card, after the agent
Support · Escalated
Owner
Sarah
Due
In 2 hours
Reason
Refund of $1,250 is above the $500 agent limit
AI
Sentiment
Frustrated
AI
Agent draft
Attached for Sarah to edit
Check
Your agent
  • Handles routine replies inside the limits you set
  • Escalates with a summary and a suggested next step
  • Leaves escalated cards alone until a person decides
  • Resumes follow-ups afterwards
Your team
  • Sets the rules for when to escalate
  • Takes over any thread at any time
  • Sees who acted, human or agent, on every card
  • Decides anything involving money, law or tone
Build it

Copy the prompt, grant the scopes

Try it in Claude

# With the Sortd MCP server connected

Work the Support board. You can draft replies for order and shipping questions.

Escalate to Sarah if the refund is over $500, the customer mentions legal action, or you’re not sure.

When you escalate: assign the card to Sarah, add a comment summarising the issue and your suggested reply, and set a due date two hours from now.

Don’t draft on escalated cards until Sarah has replied.

Scopes this uses
email.metadata.readRead threads in the mailbox
tasks.writeAssign cards and set due dates
comments.writeLeave the escalation note
drafts.writeCreate drafts for review (the default)
drafts.sendSend approved drafts. Only if you grant it
Tools your agent can bring along
SlackStripeNotionGoogle Drive+ any MCP server
Setup

Running in an afternoon

Step 1

Write the rules

Decide what the agent may handle and what always goes to a person, and who that person is.

Step 2

Connect your agent

Add the Sortd MCP server to Claude, ChatGPT or your own agent with the scopes above.

Step 3

Work from the board

Escalations arrive as assigned cards with a deadline, alongside the rest of your team’s work.

Delegating between people? See Email Delegation & Handoff →

FAQ

Common questions

Can a person take over a thread the agent is working?

Yes, at any time. Reassign the card or edit the draft, and the agent sees that change the next time it reads the card.

How does the agent know a person has handled it?

It reads the card: the owner, status, comments and the latest reply in the thread. Tell it in the prompt to wait for a human reply before drafting again.

Is there an audit trail?

Yes. Sortd records who acted on each card, human or agent. Agent-activity reporting is in beta.

Which plan do I need?

Business, which includes full API and MCP access with no credits or per-resolution charges.

Use cases

More agent use cases

Give your agent a seat in the shared inbox.

Business plan · full API + MCP · no credit meter