# Moneypenny MCP > Moneypenny MCP Server connects your AI agent directly to your virtual receptionist and live chat data. You can pull call messages, view chat transcripts, and get activity summaries across different timeframes—today, this week, or this month—without logging into the Moneypenny portal. ## Overview - **Category:** communication-messaging - **Price:** Free - **Tags:** virtual-receptionist, live-chat, call-answering, customer-communication, outsourced-services, message-management ## Description You're hooking up **Moneypenny** to your AI agent so you can pull all your business communications—calls and chats—right where you work. You don't have to log into that Moneypenny portal; your agent just grabs the data for you using natural language prompts. ### Quick Daily Reports Need a snapshot of what went down today? Your agent runs `get_activity_summary` and spits out one report showing the total counts for calls and chats from the current day. If you only care about the phone messages, `get_today_calls` pulls every call message recorded on this specific day. For live chat chatter, `get_today_chats` grabs every single conversation that happened in the last 24 hours. You can also check for the most recent interactions by running `get_recent_chats`, which returns a list of your latest chat conversations. ### Tracking Over Time You've got options to look back further than today. If you need to know what happened this week, `get_this_week_calls` pulls all call messages logged within the past seven days, and for chats, `get_this_week_chats` gets every live chat conversation from the last seven days. For a bigger view, you can check everything since the start of the calendar month. `get_this_month_calls` gathers all answering machine messages recorded since the first day of the current month. You've got total control over timeframes using specific tools too. To look at call messages from any random period, you use `list_call_messages`, letting you specify a start and end date range using MM/DD/YYYY format. When you need to dive deep into chat logs, `list_chat_logs` pulls those conversations, giving you the option to filter by specific start and end times using ISO 8601 formatting. ### Keeping Things Running Smoothly Before your agent uses any of this data, it's smart to check if the connection is solid. The `check_moneypenny_status` tool verifies if the Moneypenny API link you set up is actually working right now. This ensures that when you ask for a report, your agent isn't hitting dead ends. Basically, your AI client connects and uses these functions—like pulling data from `list_chat_logs` or getting a summary with `get_activity_summary`—so you get all the details without ever touching the Moneypenny website. It keeps everything centralized where you need it. ## Tools ### check_moneypenny_status Verifies if the Moneypenny API connection is currently working. ### get_activity_summary Gathers and reports a summary of all calls and chats that happened today. ### get_recent_chats Returns the most recent live chat conversations for review. ### get_this_month_calls Pulls all telephone answering messages recorded since the beginning of the current month. ### get_this_week_calls Gathers all call messages that were logged within the past seven days. ### get_this_week_chats Retrieves all live chat conversations that occurred within the last week. ### get_today_calls Gets all call messages recorded on the current day. ### get_today_chats Retrieves all live chat conversations that happened today. ### list_call_messages Lists answering machine messages by allowing you to specify a start and end date range (MM/DD/YYYY). ### list_chat_logs Lists live chat conversation logs, letting you optionally filter results using specific start and end times. ## Prompt Examples **Prompt:** ``` Show me today's call messages. ``` **Response:** ``` You received 8 call messages today. The most recent was from James Wilson at 3:45 PM regarding a project quote request. 3 calls were marked as urgent. Would you like to see the full details? ``` **Prompt:** ``` Give me a summary of today's activity. ``` **Response:** ``` Today's activity summary: 8 telephone messages and 12 live chat conversations, totaling 20 interactions handled by your Moneypenny team. ``` **Prompt:** ``` Show me the live chat logs from this week. ``` **Response:** ``` You had 47 live chat conversations this week. Peak activity was on Tuesday with 14 chats. The average response time was under 30 seconds. Would you like details for a specific day? ``` ## Capabilities ### Get a combined summary of today's activity Runs the `get_activity_summary` tool to pull total counts of calls and chats from today into one report. ### List all call messages for specific dates Uses `list_call_messages` to retrieve telephone answering machine records within a custom date range (MM/DD/YYYY). ### Get chat logs by time window Runs `list_chat_logs` to pull live chat conversations, optionally filtering the start and end times using ISO 8601 format. ### Retrieve all chats from today Calls `get_today_chats` to get every conversation that happened in the last 24 hours. ### Get calls logged for this month Uses `get_this_month_calls` to pull all call messages recorded since the start of the current calendar month. ## Use Cases ### The Morning Report Check A business owner opens the agent and simply asks: 'What's my activity summary.' The agent runs `get_activity_summary`, telling them exactly how many calls and chats were handled today. They get their daily status instantly, without having to open the Moneypenny portal. ### Investigating a Complaint A customer complains about an issue from three weeks ago. The agent runs `list_call_messages`, asking for logs between the specific date range. The manager reviews the exact conversation record without needing to dig through old emails or chat threads. ### Weekly Performance Review An office manager needs to compare call trends vs. chat trends for last week. She prompts for `get_this_week_calls` and then `get_this_week_chats`. The agent gives her two separate, structured reports side-by-side, making the comparison simple. ### Catching Up on Missed Chats The team lead is out for a day and needs to see what was missed. They ask for 'all chats from today.' The agent uses `get_today_chats` and provides the full transcript list, letting them jump right into the conversation flow. ## Benefits - Get an instant overview using `get_activity_summary`. Instead of checking three different dashboards, you ask your agent for 'today's activity,' and it pulls the total count of calls and chats immediately. - Track specific time periods with confidence. Need to audit a quarter? Use `list_call_messages` or `list_chat_logs` with custom date ranges instead of manually exporting logs from the portal. - Monitor weekly trends easily. Running `get_this_week_calls` and `get_this_week_chats` lets you compare call volume to chat activity for quick performance checks. - Avoid logging in entirely. Your agent handles the API connection, letting you review everything—from `get_today_calls` to `get_recent_chats`—without needing credentials or a browser session. - Forensics made simple. If a client complained about an interaction last month, use `get_this_month_calls` to retrieve all records for that entire period in one go. ## How It Works The bottom line is that your AI client uses these tools to read and display communication history from Moneypenny, so you don't have to log into a separate portal. 1. First, subscribe to the Moneypenny MCP Server and enter your account credentials. 2. Your AI client then uses a specific tool—for example, `get_this_week_calls`—to pull the required data based on your prompt. 3. The agent presents you with the raw call messages or chat transcripts directly in your conversation window. ## Frequently Asked Questions **How do I check today's calls using get_today_calls?** You prompt your agent with 'What were my call messages today?' The agent runs `get_today_calls` and gives you a list of all recorded messages from the current day. **Can I compare chats this month to calls this week using get_this_month_calls and get_this_week_chats?** Yes. You can run both tools in sequence. First, ask for `get_this_month_calls`, then ask for `get_this_week_chats`. The agent will report on both data sets so you can compare activity easily. **What if I need a custom date range that isn't today or this week? Should I use list_call_messages?** Yep. Use `list_call_messages`. This tool lets you specify any start and end date using the MM/DD/YYYY format, giving you total control over your search window. **Does get_activity_summary include everything?** It gives a combined view of calls and chats for today. It’s designed to be your quick daily summary tool, pulling the totals from both types of communication. **How do I verify that my AI client can connect to Moneypenny before running commands like `list_call_messages`?** You run the `check_moneypenny_status` tool. This confirms API connectivity, letting you know if your agent can talk to the Moneypenny server at all. It's a good first step before querying data. **What is the difference between using `get_today_chats` and `get_recent_chats`?** `get_recent_chats` retrieves all new chat conversations, regardless of how old they are. It’s useful for catching up on overall activity. In contrast, `get_today_chats` only returns logs generated within the current calendar day. **If I need to filter chat logs using specific start and end dates, what format does `list_chat_logs` require?** You must pass both the start and end times in ISO 8601 format. This is a strict standard that gives you precise control over your search window. Double-check that your timestamps are formatted correctly for accurate data retrieval. **What should I do if my AI agent hits a rate limit while calling `get_this_week_calls`?** If you encounter a rate limit, the best thing to do is wait and try again later. The API handles temporary overloads by throttling requests. Don’t rapidly spam the endpoint; give it time to reset. **How do I quickly check today's call activity?** Use the `get_today_calls` tool for an instant view of all telephone messages received today, or `get_activity_summary` for a combined call and chat count. **Can I see chat conversations from the last week?** Yes! Use `get_this_week_chats` for a 7-day overview, or `list_chat_logs` with custom start and end times for any date range. **What authentication does Moneypenny require?** Moneypenny uses your portal email and password to generate a Bearer token automatically. The token refreshes every 24 hours.