What You'll Set Up

By the end of this guide, your AI agent will be able to interact with your Convoso dialer — managing leads, campaigns, and call operations. The entire setup takes about five minutes.

Convoso

23 tools · Cloud contact center lead and campaign management

Before You Begin

Make sure you have:

A Convoso account with admin access
A Pipeworks workspace — Sign up at pipeworks.ai if you haven't already

Steps

Get your Convoso API auth token

Log into your Convoso admin panel. Navigate to your account or API settings to locate your API auth token. This token is what Pipeworks uses to authenticate requests to your Convoso account.

Open your Pipeworks console

Log into your Pipeworks workspace and go to the Integrations page. Find Convoso in the list and click on it.

Enter your credentials

Paste your Convoso API auth token into the Auth Token field and click Connect.

Pipeworks encrypts your token with AES-256-GCM before storing it. The plaintext token is never saved to disk and is only decrypted when your integration container starts.

Start the integration

Click Start to launch the Convoso integration container. This takes a few seconds. Once the status shows Running, your agent is ready to use Convoso tools.

Test the connection

Use the Test button in your Pipeworks console to verify the connection. This sends a simple API call to Convoso to confirm your token works.

What Your Agent Can Do

Once connected, your AI agent has access to Convoso tools for:

Leads — Search, create, and manage leads in your dialer
Campaigns — View and manage dialer campaigns
Call operations — Monitor and interact with call activity

Tip

Use tool profiles to control what your agent can do. Set the profile to read-only if you only want your agent to retrieve data, not modify anything.

Connecting from Your AI Agent

Add the Pipeworks tools endpoint to your agent's configuration. Here's an example for Claude Desktop:

json

{
  "mcpServers": {
    "pipeworks-convoso": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://app.pipeworks.ai/tools/convoso"]
    }
  }
}

Claude Desktop will prompt you to sign in through Pipeworks when you first connect. No access key needed.

Troubleshooting

Connection test fails? Double-check that you copied the full API auth token from Convoso.

Container won't start? Make sure your integration is enabled. An admin needs to assign the Convoso integration to your workspace first.

Agent can't find tools? Verify your Pipeworks session is authenticated and that the integration status shows "Running" in your Pipeworks console.

Connect Convoso to Pipeworks

Prerequisites