# Helpwise MCP > Helpwise MCP Server lets you manage shared inboxes for email, SMS, and WhatsApp. Your AI client connects to all your team's communication channels to track conversations, list contacts, and send replies without leaving your agent interface. ## Overview - **Category:** communication-messaging - **Price:** Free - **Tags:** shared-inbox, email-management, sms-support, whatsapp-integration, team-collaboration, customer-service ## Description You're running a support operation, and you need to see everything your team is doing, across email, SMS, and WhatsApp. This MCP Server gives your AI client the tools to manage all your shared inboxes directly. You can pull up a list of every mailbox connected to your account, knowing its type and whether it's active. You can also pull up a list of every ongoing conversation thread in any selected mailbox. Need the full story? Your agent can fetch the complete message history for any specific conversation ID across any connected channel. You can check out all your existing customer records by listing contacts, or you can have your agent create a whole new customer profile using the basic details you give it. When you need to talk to a client, your agent can send an outgoing email or a reply using a specified team mailbox. If you need to know who's on the support team, your agent can list every user account belonging to your Helpwise team. These tools let you keep track of conversations and manage contacts right from your agent interface, without having to switch screens. ## Tools ### create_contact Creates a new customer profile record in Helpwise. ### get_conversation_details Fetches the full message history for one specific conversation thread. ### list_contacts Retrieves a list of all customer records in Helpwise. ### list_conversations Lists all ongoing conversation threads within a selected mailbox. ### list_mailboxes Shows all shared inboxes connected to your account, including their type and status. ### list_team_members Lists all user accounts that belong to your support team. ### send_email Sends an outgoing email or reply from a specified team mailbox. ## Prompt Examples **Prompt:** ``` Show all shared mailboxes and the latest conversations in the support inbox. ``` **Response:** ``` You have 4 shared mailboxes: 1) 'Support' (mailbox_1, email, 12 open conversations). 2) 'Sales' (mailbox_2, email, 5 open). 3) 'WhatsApp Business' (mailbox_3, WhatsApp, 8 open). 4) 'Info' (mailbox_4, email, 3 open). Latest conversations in 'Support': 1) 'Billing issue — double charge' from john@example.com (2 hours ago, 4 messages). 2) 'API integration help' from dev@techco.com (3 hours ago, 6 messages). 3) 'Password reset request' from sarah@company.com (5 hours ago, 2 messages). Would you like to read a specific conversation or send a reply? ``` **Prompt:** ``` Create a new contact for 'Maria Silva' and send her a welcome email from the support mailbox. ``` **Response:** ``` Contact created! Name: Maria Silva, Email: maria@example.com, ID: contact_4521. Now sending welcome email via 'Support' mailbox (mailbox_1)... ✅ Email sent! To: maria@example.com, Subject: 'Welcome to Our Support', Body: Professional welcome message with onboarding links. The conversation will appear in the Support inbox once Maria replies. Would you like to list all contacts or send another email? ``` **Prompt:** ``` List all team members and show the full thread for the billing conversation. ``` **Response:** ``` Team members: 6 agents. 1) Sarah Chen (Admin, online). 2) Mike Torres (Agent, online). 3) Lisa Park (Agent, away). 4) James Rodriguez (Agent, offline). 5) Ana Müller (Agent, online). 6) Bot Agent (Automation). Billing conversation thread (conv_8901, 4 messages): [Customer 2h ago]: 'I was charged twice for my subscription. Order #12345.' [Mike 1h30m ago]: 'I apologize for the inconvenience. Let me check your account.' [Customer 1h ago]: 'Please fix this ASAP, I need the refund.' [Mike 45m ago]: 'I've initiated a refund for the duplicate charge. You should see it within 3-5 business days.' Status: Awaiting customer confirmation. Would you like to send a follow-up or close this conversation? ``` ## Capabilities ### List shared inboxes Retrieves a list of all connected team mailboxes, showing their type (email, SMS, WhatsApp) and current status. ### View conversation history Retrieves all messages and thread details for a specific conversation ID across any connected channel. ### Manage customer records Lists all contacts in the system or creates entirely new customer profiles with basic details. ### Send outbound emails Drafts and sends a reply or new email using a specified team mailbox. ### Identify team members Retrieves a list of all users who are part of the Helpwise team account. ## Use Cases ### New customer needs setup help. A new user contacts support via WhatsApp. The agent uses `list_mailboxes` to confirm the WhatsApp channel is active. They then use `create_contact` to make the user's profile and `get_conversation_details` to read the full context before drafting a reply via `send_email`. ### Team needs to review old billing issues. The team lead uses `list_conversations` to pull a list of all open billing tickets from the 'Finance' mailbox. They then use `get_conversation_details` on a specific ticket to see the full history and determine if a follow-up email is needed via `send_email`. ### Need to check if a client is already in the system. Before replying, the agent runs `list_contacts` to check for the client's name. If found, they use the contact ID to ensure accurate data, preventing the creation of duplicate records. ### Auditing team availability for a critical project. The ops manager runs `list_team_members` to confirm who has access to the account. They then use `list_mailboxes` to confirm that the necessary support channels (e.g., 'Pre-Sales') are all active and configured. ## Benefits - See the full picture of a customer's history. Instead of jumping between email, WhatsApp, and SMS tabs, use `list_mailboxes` to see all channels in one place, and `get_conversation_details` to read every message. - Create and update customer records on the fly. When a customer messages you, use `create_contact` to ensure their profile exists, or `list_contacts` to check if you already have them. - Stop losing replies. Use `send_email` to send a follow-up, and the conversation automatically gets tracked in the shared inbox. It keeps the record clean. - Quickly audit team capacity. `list_team_members` shows who is on the clock, and `list_conversations` helps you see which agent is handling which ticket right now. - Never miss a channel. `list_mailboxes` shows you if you've connected SMS or WhatsApp, letting you handle every type of customer message, not just email. ## How It Works The bottom line is your AI agent can treat your entire customer communication stack—email, SMS, and WhatsApp—as a single, unified source of truth. 1. Subscribe to the Helpwise MCP Server and provide your API Key and Secret. 2. Your AI agent connects to the server using the provided credentials. 3. The agent executes tools—like `list_mailboxes` or `list_contacts`—to retrieve and act on live customer data. ## Frequently Asked Questions **How do I use the list_mailboxes tool with Helpwise MCP Server?** You ask your agent to list the mailboxes. It runs the tool and returns a list of all connected shared inboxes (email, SMS, WhatsApp) and their current status. This tells you exactly what channels are active for your team. **Does get_conversation_details only work for email messages?** No, it works for all connected channels. You can use `get_conversation_details` to pull the full message history for a conversation, whether it started via email, WhatsApp, or SMS. **Can I use list_contacts to update customer info?** The `list_contacts` tool reads existing customer data. If you need to create or update a profile, you must use the `create_contact` tool. **How does send_email work with shared inboxes?** When you call `send_email`, your agent sends the message from a specified, shared team mailbox, ensuring the communication is officially attributed to the team, not an individual agent. **What do I need to do to set up the `list_team_members` tool?** You must provide your Helpwise API Key and API Secret in the server configuration. Once authenticated, `list_team_members` reads and returns all linked user accounts and their roles. **Does `get_conversation_details` handle different communication types, like SMS or WhatsApp?** Yes, `get_conversation_details` retrieves full history regardless of the original channel. It inspects the thread for any mix of email, SMS, or WhatsApp messages. **If I call `create_contact` with an email that already exists, what happens?** The system handles existing contacts gracefully. It will usually return the existing contact's ID and details instead of failing. **Can I use `list_conversations` to find the last message sent by a specific user?** Yes, `list_conversations` provides metadata for each thread, including the last active user. You can then get the full details using `get_conversation_details`. **Can I send emails through my shared inbox using the AI agent?** Yes. The `send_email` tool sends an outgoing email through any connected mailbox. Provide the mailbox ID, recipient email, subject, and body (HTML or plain text). Use `list_mailboxes` to see all available shared inboxes and their IDs. **Can I view the full conversation history for a customer thread?** Yes. Use `list_conversations` with a mailbox ID to browse all threads, then call `get_conversation_details` with the conversation ID to retrieve the complete message history including sender, timestamp, and content for each message. **Does Helpwise require two separate credentials?** Yes. Helpwise uses HTTP Basic Authentication with an **API Key** and an **API Secret**. Both are generated in your Helpwise account under **Settings** > **API**. The credentials are Base64-encoded and sent in the Authorization header as `Basic base64(apiKey:apiSecret)`.