• ANALYSIS
  • AUDIT
  • ACTION
  • REPORT

How to retrieve call and chat logs with your AI

Connect Moneypenny to your AI client once. After that, you just ask for the data you need.

Ask AI about this page

Short answer

How do I get my Moneypenny call and chat history?

Tell your AI to look up specific messages or transcripts within a date range. It pulls the raw logs directly from Moneypenny so you can analyze them immediately. You'll see the specific details for calls and chats you request.

Data outcomes

Where your data lands.

The AI processes the logs and organizes the information into these outcomes.

ANALYSIS

Summarized history

The AI reads the logs and gives you a condensed version of what happened. You get the key points without reading every line.

AUDIT

Verified transcripts

The AI pulls the exact text from chat logs or call messages. This gives you a clean record for your files.

ACTION

Human follow-up

If a log shows an unresolved issue, the AI flags it. You'll need to step in to handle the actual customer response.

REPORT

Trend spotting

The AI looks across multiple logs to find patterns. You get a clear picture of common customer questions or issues.

The workflow

What your AI does when the request arrives.

The AI handles the heavy lifting of searching through your Moneypenny records.

  1. Identify the request

    Your agent determines if you are looking for a phone message or a chat transcript.

    list_call_messageslist_chat_logs

  2. Fetch call data

    The AI pulls the specific telephone messages you asked for based on your dates.

    list_call_messages

  3. Fetch chat data

    The AI retrieves the live chat transcripts from the requested timeframe.

    list_chat_logs

  4. Deliver results

    The AI presents the logs or the summary you requested in your chat window.

    list_call_messageslist_chat_logs

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are templates. Swap out the dates, names, or channels to match your actual needs.

Moneypenny Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_UC1n0vMWxwfOL5TayesfFkStQwGDjFgj8ZrhNP5A/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Moneypenny capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "moneypenny-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_UC1n0vMWxwfOL5TayesfFkStQwGDjFgj8ZrhNP5A/mcp"
    }
  }
}
Copy into chat04

  • Show me all call messages from yesterday.

  • Find the chat logs for the 'Support' channel from last Monday.

  • List all telephone messages received between June 1st and June 5th.

  • Summarize the chat transcripts from the last hour.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Moneypenny once, then ask.

Click the link to connect. Your credentials stay encrypted and secure on our end. Once connected, you can use any of the prompts above.

Connect Moneypenny to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete old call logs?

    No. The AI can only read and list existing logs. It cannot delete or modify anything in Moneypenny.

  • 02

    Can I ask for logs from a specific user?

    Yes, as long as you specify the date range or context that allows the AI to find those specific messages.

  • 03

    Can the AI reply to a chat for me?

    No. The AI can read the transcripts, but it doesn't have the tool to send messages back to customers.

  • 04

    Does the AI see all my data?

    The AI only accesses the specific logs you ask it to retrieve through the provided tools.

  • 05

    Can I export these logs to a spreadsheet?

    The AI can format the data into a table for you to copy, but it cannot directly write files to your computer.

  • More questions about Moneypenny? The Connector page answers them. See everything the Moneypenny Connector can do

Connect Moneypenny to Claude, Cursor, ChatGPT & more