Helpwise MCP server

Connect Helpwise to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Helpwise MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the manage mailbox tool in Helpwise
  • Use the get conversation tool in Helpwise
  • Use the list conversations tool in Helpwise
  • Use the manage note tool in Helpwise
  • Use the manage contact tool in Helpwise
  • Use the list teams tool in Helpwise

Supported Tools

manage_mailbox

Manage Mailbox

Create, retrieve, update, or delete a shared mailbox. Use this to set up new shared inboxes (e.g., support@, sales@), modify existing ones, or remove mailboxes no longer needed.

get_conversation

Get Conversation

Retrieve full details of a specific conversation including its messages, assigned agent, status, tags, and metadata. Optionally include the conversation's messages for a complete view.

list_conversations

List Conversations

Retrieve conversations (threads) from your Helpwise mailboxes. Provide mailboxId for the current API, with labelId and pageToken to select a folder and continue pagination. Status, tag, query, and numbered pages retain legacy behavior.

manage_note

Manage Note

Add, list, or delete internal notes on a conversation. Notes are used for team collaboration and are not visible to customers. Use this to document context, follow-up actions, or share information with teammates.

manage_contact

Manage Contact

Create, retrieve, update, or delete a contact. Contacts represent customers who communicate with your team. Use this to maintain your contact database programmatically.

list_teams

List Teams

Retrieve all teams in your Helpwise account. Optionally get details for a specific team by providing a team ID.

list_messages

List Messages

Retrieve all messages within a specific conversation. Returns the full email thread including sender, recipients, body, and timestamps.

manage_tag

Manage Tag

List, retrieve, update, or delete tags used to categorize and organize conversations. Tags help teams filter and prioritize their workload.

list_users

List Users

Retrieve all users (agents and admins) in your Helpwise account. Returns user details including names, emails, and roles.

manage_webhook

Manage Webhook

Create, list, retrieve, or delete webhooks for receiving real-time event notifications. Webhooks deliver event payloads to your callback URL when events occur in Helpwise.

send_email

Send Email

Send a new email or reply to an existing conversation from a Helpwise mailbox. Specify recipients, subject, body, and optionally CC/BCC. To reply to an existing thread, provide the conversationId.

delete_conversation

Delete Conversation

Permanently delete a conversation and all its associated messages. This action cannot be undone.

search_contacts

Search Contacts

Search across all contacts in your Helpwise account by name, email, phone, or other attributes. Returns matching contacts with their full details.

list_contacts

List Contacts

Retrieve all contacts from your Helpwise account. Returns contact details including name, email, phone, and associated metadata.

manage_template

Manage Template

List, retrieve, update, or delete email templates (canned responses). Templates help maintain consistent messaging and save time on repetitive replies.

list_mailboxes

List Mailboxes

Retrieve all shared mailboxes in your Helpwise account. Returns mailbox details including email addresses, display names, and configuration. Use this to discover available inboxes before performing operations on specific mailboxes.

get_current_user

Get Current User

Retrieve the Helpwise user associated with the connected API key and secret.

manage_conversation_tags

Manage Conversation Tags

Apply tags to conversations or remove them. Discover conversation IDs with list_conversations and tag IDs with manage_tag.

close_conversations

Close Conversations

Close up to 99 Helpwise conversations. Use list_conversations to discover conversation IDs.

Connect Helpwise to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Helpwise in Metorial. In your Metorial portal, enable the Helpwise 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 Helpwise tools.

Run Helpwise through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Helpwise and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Helpwise tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Helpwise

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Technical notes for Helpwise

Manage shared inboxes and customer conversations across email, SMS, WhatsApp, live chat, and social media channels. Send and list emails, create and manage mailboxes, track and assign conversations, add internal notes, manage contacts, upload attachments, organize with tags, and use email templates. Manage teams, users, and webhooks for real-time event notifications on conversation lifecycle, assignment, and message activity.

Frequently asked questions

Common questions about connecting Helpwise to AI agents with Metorial.

  1. How many tools does the Helpwise MCP server have?
    The Helpwise MCP server exposes 19 tools, including Manage Mailbox, Get Conversation, List Conversations. Each one is governed and traced through Metorial.
  2. Helpwise exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Helpwise MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Helpwise and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Helpwise MCP server yourself or use the hosted gateway.

Connect Helpwise to production AI agents

See how Metorial gives your team governed access to Helpwise, with tracing and security controls built in.