• TRENDS
  • LOGS
  • REPORTS
  • HUMAN

How to track communication volume with your AI

Connect Moneypenny to your AI client once. From there, you can pull specific activity counts and lists whenever you need a status update.

Ask AI about this page

Short answer

How can I track my communication volume with AI?

You ask your AI for specific counts or lists of calls and chats for certain timeframes. It pulls the data directly from Moneypenny so you can see trends in your weekly or monthly volume.

Where your data lands.

The outcomes of your request.

The AI handles the heavy lifting of pulling logs and counts.

TRENDS

Volume snapshots

The AI calculates how many calls or chats happened in a set period. You get a clear number to compare against previous weeks.

LOGS

Detailed activity lists

Instead of just numbers, you can ask for lists of specific interactions. This gives you the raw data behind the totals.

REPORTS

Summary updates

The AI organizes the call and chat counts into a readable format. You can use these to spot sudden spikes in activity.

HUMAN

Manual review

The AI provides the data, but you decide if the volume requires a change in staffing or process. It doesn't make business decisions for you.

The workflow

What your AI does when the request arrives.

Your AI acts as a bridge between your chat interface and your Moneypenny data.

  1. Identify the timeframe

    The AI looks at your request to see if you are asking for data from this week or this month.

    get_this_month_calls

  2. Pull call counts

    The AI fetches the specific number of calls recorded in the requested period.

    get_this_week_calls

  3. Pull chat counts

    The AI retrieves the total number of chat interactions for the specified timeframe.

    get_this_week_chats

  4. Format the results

    The AI presents the counts or lists in a clean way so you can read them immediately.

    get_this_week_chats

Try it

Copy these to start.

Use these prompts to get your first set of data.

Starting points

These are basic examples. You should swap out the timeframes or specific channels to match what you actually need.

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

  • How many calls did we have this week?

  • Give me a list of all chats from this week.

  • What was our total call volume for this month?

  • Show me the chat counts for this week compared to last.

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

Start here

Connect Moneypenny once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start asking questions immediately in your preferred AI client.

Connect Moneypenny to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete call logs?

    No. The AI only has permission to read data. It cannot delete or modify any records in Moneypenny.

  • 02

    Can I ask for call counts from last year?

    No. The current tools only support retrieving data for this week or this month.

  • 03

    Does the AI handle the actual phone calls?

    No. The AI only reads the data about the calls that have already happened.

  • 04

    Can the AI change my staffing levels based on call volume?

    No. The AI provides the numbers, but you must manage your staff and operations yourself.

  • 05

    Can I get a list of specific chat messages?

    Yes, you can request lists of chats for the current week.

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

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