Connect Claude & ChatGPT to Help Scout

26 tools for Help Scout

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_noteChanges dataAdd an internal note to a conversation by conversation_id. Notes are only visible to your team.
• create_conversationChanges dataStart a new conversation in a mailbox. Requires subject, customer, mailbox_id, type (email, phone, chat), status and at least one thread. An outgoing reply thread emails the customer.
• create_customerChanges dataCreate a customer with first name, last name and emails. Search first to avoid duplicates.
• create_organizationChanges dataCreate an organization with a name and optional domains, website and description.
• get_conversationGet one conversation by conversation_id: subject, status, customer, assignee, tags and mailbox. Use list_conversation_threads to read the messages.
• get_conversations_reportGet conversation volume stats (new, closed, busiest days, top tags) for a start/end date range, optionally filtered by mailboxes or tags.
• get_current_userGet the Help Scout user this connection is signed in as.
• get_customerGet one customer by customer_id: name, emails, phones, organization and custom properties.
• get_happiness_reportGet customer satisfaction ratings (great, okay, not good) and happiness score for a start/end date range.
• get_mailboxGet one mailbox by mailbox_id: name and email address.
• get_organizationGet one organization by organization_id: name, domains, description and properties.
• get_productivity_reportGet team productivity stats (first response time, resolution time, replies sent) for a start/end date range.
• get_saved_replyGet the full text of a saved reply by mailbox_id and saved_reply_id.
• list_conversation_threadsList all threads (customer messages, replies and notes) in a conversation, by conversation_id. Use it to read the full conversation.
• list_conversationsFind conversations. Filter by inbox id, customer email or contact id, status (active, pending, closed, spam), tag or assigned user. Results are paginated.
• list_customersFind customers by first name, last name, email or free-text query, or by created/modified date.
• list_mailbox_foldersList folders in a mailbox (Unassigned, Mine, Needs Attention...) with conversation counts, by mailbox_id.
• list_mailboxesList mailboxes (inboxes) with their IDs. You need a mailbox ID to create conversations or read saved replies.
• list_organization_conversationsList conversations from customers who belong to an organization, by organization_id.
• list_organizationsList organizations (customer companies).
• list_saved_repliesList saved replies (canned responses) in a mailbox, by mailbox_id.
• list_usersList Help Scout users (agents). Filter by email or mailbox. Use it to find the user ID for assigning conversations.
• reply_to_conversationChanges dataSend a reply in a conversation by conversation_id with text and the customer. The reply is emailed to the customer unless draft is true.
• update_conversationChanges dataChange a conversation by conversation_id with a patch operation: status, assignee, subject, mailbox (move) or customer.
• update_customerChanges dataUpdate a customer's core fields (name, job title, location, background) by customer_id. Emails and phones are managed separately.
• update_organizationChanges dataUpdate an organization by organization_id, e.g. name, domains or description.

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