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API & Functions

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Integrations

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How It Works

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Features

Bring phone workflows into agent-assisted operations.

Agent Tooling

Agent Tooling for AI Receptionists

What an agent should be allowed to do

Start with a few narrow actions such as retrieving approved business hours, checking an appointment slot, creating a lead, reading a non-sensitive service status or requesting a human handoff. Every action needs a clear input schema, permission check, safe error response and an audit trail. Actions that move money, change account ownership or reveal protected information need additional controls and should not be inferred from a casual caller request.

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A possible workflow from call to action

A caller asks for an appointment. The receptionist identifies the type of visit and asks for a preferred time. An authorized calendar tool checks availability and, if permitted, requests a booking. The tool confirms success or gives a clear failure result. The AI tells the caller only what the system has actually verified. The same pattern could apply to creating a CRM lead or opening a service request. The conversation should never claim.

If MCP support is introduced

A Model Context Protocol integration should have documented server location, authentication method, exposed tools, permissions, rate limits, failure behavior and availability status. Different clients may have different connector and approval requirements. Do not copy the MCP server URL or setup instructions from SkipCalls. Those addresses belong to another product. Any HappyAssist endpoint must be issued and verified by the HappyAssist.

Safety checks for developer workflows

Limit permissions to the smallest set required. Use approval steps for sensitive actions and avoid putting secrets inside prompts, call transcripts or examples. Test how the integration behaves when a caller changes their mind, repeats a request, loses the connection or asks the AI to ignore the rules. A reliable product should fail safely, keep a trace of the action and make human intervention possible.

Agent Tooling for AI Receptionists

What developers need before using this page

A published availability statement, authentication and permission model, environment details, supported tool catalog, sample payloads that match the real implementation, error handling guidance and a support contact.

Until those are available, direct interested developers to discuss a potential integration rather than suggesting they can connect an existing MCP server today.

FrequentlyAsked Questions

Is there a public HappyAssist MCP endpoint?

No public endpoint was verified when this draft was prepared. Do not publish an endpoint or setup command until engineering provides one.

Can an agent act on any system?

Only on systems and actions explicitly supported and authorized by an actual integration.

Should an AI be allowed to confirm external actions?

Only after the relevant system reports that the action succeeded.

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