What Claude can do with Help Scout
Ask your agent in plain language. Each of these maps to a real tool on the server.
- Ask Claude to use the manage tags tool in Help Scout
- Ask Claude to use the manage organization tool in Help Scout
- Ask Claude to use the get conversation tool in Help Scout
- Ask Claude to use the update customer tool in Help Scout
- Ask Claude to use the manage workflow tool in Help Scout
Add the Help Scout MCP server to Claude
Run these once. Afterwards, everyone you give access to signs in the same way.
1. Enable Help Scout in Metorial
In your Metorial portal, enable the Help Scout MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
2. Add a custom connector
Open Customize, then Connectors. Select Add, then Custom, then Web.
3. Paste your Metorial MCP URL
Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
4. Sign in
Select Add and sign in to load Help Scout tools.
Give your team Help Scout in Claude
Once Help Scout is enabled in Metorial, teammates sign in with SSO and get the same connection in Claude, with only the tools their role allows.
One link covers every app you approve. See how the MCP gateway handles access, roles and audit logs for the whole company.
Help Scout tools available in Claude
Full descriptions and inputs are on the Help Scout MCP server page.
- Manage Tags: List, create, update, or delete tags.
- Manage Organization: List, get, create, update, or delete organizations.
- Get Conversation: Retrieve a single conversation with its full details and threads.
- Update Customer: Update an existing customer's profile.
- Manage Workflow: List, activate, deactivate, or manually run workflows (automation rules).
- List Conversations: Search and list support conversations across mailboxes.
- List Teams: List all teams in the Help Scout account.
- List Mailboxes: List all mailboxes (shared inboxes) in the Help Scout account.
- List Satisfaction Ratings: Retrieve customer satisfaction ratings.
- Add Thread: Add a reply, note, or phone thread to an existing conversation.
- Get Customer: Retrieve a customer's full profile including all emails, phone numbers, and other contact information.
- List Customers: Search and list customer profiles.
- Create Customer: Create a new customer profile with contact information.
- Delete Conversation: Permanently delete a conversation.
- Update Conversation: Update an existing conversation's properties.
- And 4 more on the Help Scout MCP server page.
Using Help Scout tools in Claude
What to expect once Help Scout is connected.
- Turn Metorial on for a conversation with the + button, then Connectors; each connector has its own toggle.
- Claude asks before it runs a Help Scout tool. Choose Allow always only for tools you trust to run unsupervised.
- Use the Search and tools menu to switch off tools you do not need in the current conversation.
- Remove the connector from Customize, then Connectors. Team and Enterprise owners can do this for the whole organization.
Troubleshooting Claude
- Members on a Team or Enterprise plan cannot add the connector
- On Team and Enterprise plans an Owner adds custom connectors in Organization settings, then Connectors. Members then connect it with their own account.
- The Free plan only allows one custom connector
- One is enough: your Metorial URL carries every app your team approves, so you never need a second connector.
- Tools do not show up in a chat
- Connectors are switched on per conversation. Open the + menu in the chat, choose Connectors, and turn Metorial on.
Based on the Claude MCP documentation.
Frequently asked questions
Common questions about connecting Help Scout to AI agents with Metorial.
Does Claude support the Help Scout MCP server?
Yes. Claude connects to the Help Scout MCP server through its connector settings, pointed at your Metorial URL. You need any Claude plan; Free plans allow one custom connector.Do I need an API key to connect Help Scout to Claude?
No. You sign in to Help Scout once through Metorial, and Claude uses that connection. No API keys go into Claude's settings.Which Help Scout tools can Claude use?
All 19 Help Scout tools your team allows, such as Manage Tags, Manage Organization, Get Conversation. Admins can narrow that list per team.Can I control which teammates use Help Scout in Claude?
Yes. Role-based access control decides who can use Help Scout and which of its tools appear in Claude, and every call is logged with the person's identity.What if Claude doesn't show Help Scout tools?
On Team and Enterprise plans an Owner adds custom connectors in Organization settings, then Connectors. Members then connect it with their own account.
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