help-scout-mcp-server

Simulation-Theory/help-scout-mcp-server

3.2

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Help Scout MCP Server connects AI assistants like Claude to Help Scout data, offering secure and advanced search capabilities.

Tools
  1. comprehensiveConversationSearch

    Searches across all conversation statuses automatically.

  2. searchConversations

    Basic search with Help Scout query syntax.

  3. advancedConversationSearch

    Boolean queries with content/subject/email filtering.

  4. searchInboxes

    Find inboxes by name.

  5. getConversationSummary

    Customer message + latest staff reply summary.

Help Scout MCP Server

npm version Docker License: MIT TypeScript

Help Scout MCP Server - Connect Claude and other AI assistants to your Help Scout data with enterprise-grade security and advanced search capabilities.

๐Ÿ“– Table of Contents

๐ŸŽ‰ What's New in v1.2.1

  • ๐ŸŽฏ DXT Extension: One-click installation for Claude Desktop
  • ๐Ÿ”ง Clear Environment Variables: HELPSCOUT_CLIENT_ID and HELPSCOUT_CLIENT_SECRET
  • โšก Connection Pooling: Improved performance with HTTP connection reuse
  • ๐Ÿ›ก๏ธ Enhanced Security: Comprehensive input validation and API constraints
  • ๐Ÿ”„ Dependency Injection: Cleaner architecture with ServiceContainer
  • ๐Ÿงช Comprehensive Testing: 69%+ branch coverage with reliable tests

Prerequisites

  • Node.js 18+ (for command line usage)
  • Help Scout Account with API access
  • OAuth2 App or Personal Access Token from Help Scout
  • Claude Desktop (for DXT installation) or any MCP-compatible client

Note: The DXT extension includes Node.js, so no local installation needed for Claude Desktop users.

Quick Start

๐ŸŽฏ Option 1: Claude Desktop (DXT One-Click Install)

Easiest setup using DXT (Desktop Extensions) - no configuration needed:

  1. Download the latest .dxt file from releases
  2. Double-click to install in Claude Desktop
  3. Enter your Help Scout OAuth2 Client ID and Client Secret when prompted
  4. Start using immediately!

๐Ÿ“‹ Option 2: Claude Desktop (Manual Config)

{
  "mcpServers": {
    "helpscout": {
      "command": "npx",
      "args": ["help-scout-mcp-server"],
      "env": {
        "HELPSCOUT_CLIENT_ID": "your-client-id",
        "HELPSCOUT_CLIENT_SECRET": "your-client-secret"
      }
    }
  }
}

๐Ÿณ Option 3: Docker

docker run -e HELPSCOUT_CLIENT_ID="your-client-id" \
  -e HELPSCOUT_CLIENT_SECRET="your-client-secret" \
  drewburchfield/help-scout-mcp-server

๐Ÿ’ป Option 4: Command Line

HELPSCOUT_CLIENT_ID="your-client-id" \
HELPSCOUT_CLIENT_SECRET="your-client-secret" \
npx help-scout-mcp-server

Getting Your API Credentials

๐ŸŽฏ Recommended: OAuth2 Client Credentials

  1. Go to Help Scout โ†’ My Apps โ†’ Create Private App
  2. Fill in app details and select required scopes
  3. Copy your Client ID and Client Secret
  4. Use in configuration:
    • HELPSCOUT_CLIENT_ID=your-client-id
    • HELPSCOUT_CLIENT_SECRET=your-client-secret

๐Ÿ” Alternative: Personal Access Token

  1. Go to Help Scout โ†’ Your Profile โ†’ API Keys
  2. Create a new Personal Access Token
  3. Use in configuration: HELPSCOUT_API_KEY=Bearer your-token-here

Features

  • ๐Ÿ” Advanced Search: Multi-status conversation search, content filtering, boolean queries
  • ๐Ÿ“Š Smart Analysis: Conversation summaries, thread retrieval, inbox monitoring
  • ๐Ÿ”’ Enterprise Security: PII redaction, secure token handling, comprehensive audit logs
  • โšก High Performance: Built-in caching, rate limiting, automatic retry logic
  • ๐ŸŽฏ Easy Integration: Works with Claude Desktop, Cursor, Continue.dev, and more

Tools & Capabilities

Core Search Tools

ToolDescriptionBest For
comprehensiveConversationSearchโญ Recommended - Searches across all conversation statuses automaticallyFinding conversations without knowing exact status
searchConversationsBasic search with Help Scout query syntaxTargeted searches with specific filters
advancedConversationSearchBoolean queries with content/subject/email filteringComplex search requirements
searchInboxesFind inboxes by nameDiscovering available inboxes

Analysis & Retrieval Tools

ToolDescriptionUse Case
getConversationSummaryCustomer message + latest staff reply summaryQuick conversation overview
getThreadsComplete conversation message historyFull context analysis
getServerTimeCurrent server timestampTime-relative searches

Resources

  • helpscout://inboxes - List all accessible inboxes
  • helpscout://conversations - Search conversations with filters
  • helpscout://threads - Get thread messages for a conversation
  • helpscout://clock - Current server timestamp

Search Examples

Recommended: Multi-Status Search

// Best approach - automatically searches active, pending, and closed
comprehensiveConversationSearch({
  searchTerms: ["urgent", "billing"],
  timeframeDays: 60,
  inboxId: "256809"
})

Content-Specific Searches

// Search in message bodies and subjects
comprehensiveConversationSearch({
  searchTerms: ["refund", "cancellation"],
  searchIn: ["both"],
  timeframeDays: 30
})

// Customer organization search
advancedConversationSearch({
  emailDomain: "company.com",
  contentTerms: ["integration", "API"],
  status: "active"
})

Help Scout Query Syntax

// Advanced query syntax support
searchConversations({
  query: "(body:\"urgent\" OR subject:\"emergency\") AND tag:\"escalated\"",
  status: "active"
})

Configuration Options

VariableDescriptionDefault
HELPSCOUT_CLIENT_IDOAuth2 Client ID from Help Scout My AppsRequired
HELPSCOUT_CLIENT_SECRETOAuth2 Client Secret from Help Scout My AppsRequired
HELPSCOUT_API_KEYPersonal Access Token (format: Bearer token)Alternative to OAuth2
HELPSCOUT_BASE_URLHelp Scout API endpointhttps://api.helpscout.net/v2/
ALLOW_PIIInclude message content in responsesfalse
CACHE_TTL_SECONDSCache duration for API responses300
LOG_LEVELLogging verbosity (error, warn, info, debug)info

Compatibility

Works with any Model Context Protocol (MCP) compatible client:

  • ๐Ÿ–ฅ๏ธ Desktop Applications: Claude Desktop, AI coding assistants, and other MCP-enabled desktop apps
  • ๐Ÿ“ Code Editors: VS Code extensions, Cursor, and other editors with MCP support
  • ๐Ÿ”Œ Custom Integrations: Any application implementing the MCP standard
  • ๐Ÿ› ๏ธ Development Tools: Command-line MCP clients and custom automation scripts

Primary Platform: Claude Desktop with full DXT and manual configuration support

Since this server follows the MCP standard, it automatically works with any current or future MCP-compatible client.

Security & Privacy

  • ๐Ÿ”’ PII Protection: Message content redacted by default
  • ๐Ÿ›ก๏ธ Secure Authentication: OAuth2 Client Credentials or Personal Access Token with automatic refresh
  • ๐Ÿ“ Audit Logging: Comprehensive request tracking and error logging
  • โšก Rate Limiting: Built-in retry logic with exponential backoff
  • ๐Ÿข Enterprise Ready: SOC2 compliant deployment options

Development

# Quick start
git clone https://github.com/drewburchfield/help-scout-mcp-server.git
cd help-scout-mcp-server
npm install && npm run build

# Create .env file with your credentials (OAuth2)
echo "HELPSCOUT_CLIENT_ID=your-client-id" > .env
echo "HELPSCOUT_CLIENT_SECRET=your-client-secret" >> .env

# Start the server
npm start

Troubleshooting

Common Issues

Authentication Failed

# Verify your credentials
echo $HELPSCOUT_CLIENT_ID
echo $HELPSCOUT_CLIENT_SECRET

# Test with curl
curl -X POST https://api.helpscout.net/v2/oauth2/token \
  -d "grant_type=client_credentials&client_id=$HELPSCOUT_CLIENT_ID&client_secret=$HELPSCOUT_CLIENT_SECRET"

Connection Timeouts

  • Check your network connection to api.helpscout.net
  • Verify no firewall blocking HTTPS traffic
  • Consider increasing HTTP_SOCKET_TIMEOUT environment variable

Rate Limiting

  • The server automatically handles rate limits with exponential backoff
  • Reduce concurrent requests if you see frequent 429 errors
  • Monitor logs for retry patterns

Empty Search Results

  • Verify inbox permissions with your API credentials
  • Check conversation exists and you have access
  • Try broader search terms or different time ranges

Debug Mode

Enable debug logging to troubleshoot issues:

LOG_LEVEL=debug npx help-scout-mcp-server

Getting Help

If you're still having issues:

  1. Check existing issues
  2. Enable debug logging and share relevant logs
  3. Include your configuration (without credentials!)

Contributing

We welcome contributions! Here's how to get started:

๐Ÿš€ Quick Development Setup

git clone https://github.com/drewburchfield/help-scout-mcp-server.git
cd help-scout-mcp-server
npm install

๐Ÿ”ง Development Workflow

# Run tests
npm test

# Type checking
npm run type-check

# Linting
npm run lint

# Build for development
npm run build

# Start development server
npm run dev

๐Ÿ“‹ Before Submitting

  • โœ… All tests pass (npm test)
  • โœ… Type checking passes (npm run type-check)
  • โœ… Linting passes (npm run lint)
  • โœ… Add tests for new features
  • โœ… Update documentation if needed

๐Ÿ› Bug Reports

When reporting bugs, please include:

  • Help Scout MCP Server version
  • Node.js version
  • Authentication method (OAuth2/Personal Access Token)
  • Error messages and logs
  • Steps to reproduce

๐Ÿ’ก Feature Requests

We'd love to hear your ideas! Please open an issue describing:

  • The problem you're trying to solve
  • Your proposed solution
  • Any alternative approaches you've considered

Support

License

MIT License - see file for details.


Need help? Open an issue or check our documentation.