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Helpdesk · Beta

CM Mobile Service Cloud
API integration

Ship Helpdesk features without building the integration. Full CM Mobile Service Cloud API access via Proxy and 10+ MCP-ready tools for AI agents — extend models and mappings to fit your product.

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CM Mobile Service Cloud

Use Cases

Why integrate with CM Mobile Service Cloud

Common scenarios for SaaS companies building CM Mobile Service Cloud integrations for their customers.

01

Enrich the Agent Inbox with e-commerce context

E-commerce and OMS platforms can push customer profiles, orders, and lifetime value into CM Mobile Service Cloud so agents see full purchase context when a shopper messages via WhatsApp, SMS, or email. This removes tab-switching and shortens handle time on order-related tickets.

02

Unify voice channels inside CM's omnichannel inbox

CCaaS and cloud telephony vendors can register VoIP call lifecycle events and read agent presence to route calls intelligently and log call activity alongside chat threads. Joint customers get a true omnichannel view without maintaining two consoles.

03

Deliver third-party data as native sidebar panels

Returns, loyalty, subscription, and warranty SaaS tools can surface their data directly in CM's Custom Panels so agents resolve issues without leaving the helpdesk. This turns your product into an embedded workflow rather than a standalone tab.

04

Pipe proprietary chat channels into CM

In-app chat SDKs, community platforms, and niche messaging providers can funnel their conversations into CM via message creation APIs. Support teams handle every channel from one queue with consistent routing rules.

05

Power CX analytics with conversation and voice data

Analytics and workforce management platforms can pull conversations, voice queue metrics, and customer lifetime data to build reports on handle time, LTV per contact, and queue performance. It gives shared customers deeper insight than CM's native dashboards alone.

What You Can Build

Ship these features with Truto + CM Mobile Service Cloud

Concrete product features your team can ship faster by leveraging Truto’s CM Mobile Service Cloud integration instead of building from scratch.

01

Order and customer upsert sync

Continuously push new customers, orders, and line-item details from your platform into CM so agents always see the latest purchase state.

02

Real-time VoIP call event streaming

Register ringing, answered, transferred, and disconnected events against CM so calls appear live in the agent timeline.

03

Agent presence-aware call routing

Query CM's presence endpoint before routing calls or escalations to ensure they land only on available agents.

04

Custom sidebar panels driven by your data

Serve dynamic context cards — loyalty tier, return status, subscription details — into CM's Custom Panel framework keyed to the current conversation.

05

Inbound message ingestion from proprietary channels

Post messages from your in-app chat, community, or custom channel into CM conversations so they route through the same inbox as WhatsApp and email.

06

Customer LTV and order-history enrichment widget

Combine customer lifetime, orders, and order-detail data to render a revenue and history summary next to every open conversation.

SuperAI

CM Mobile Service Cloud AI agent tools

Comprehensive AI agent toolset with fine-grained control. Integrates with MCP clients like Cursor and Claude, or frameworks like LangChain.

list_all_cm_mobile_service_cloud_conversations

Retrieve conversations from CM's Agent Inbox helpdesk system, optionally filtered by email address, order number, or conversation identifier. Returns: guid. All filter parameters are optional.

create_a_cm_mobile_service_cloud_message

Send a message via a custom channel in cm Mobile Service Cloud. Returns a 201 Created response with no documented response body. Required: ChannelAccountExternalIdentifier, ConversationExternalIdentifier, MessageExternalIdentifier, RelationExternalIdentifier, RelationName, Content, Attachments.

create_a_cm_mobile_service_cloud_order

Create or update orders in CM Mobile Service Cloud by submitting an orders array. Reusing an existing order_number updates the order instead of creating a new one. Returns: orders. Required: orders.

list_all_cm_mobile_service_cloud_orders

List orders for a customer in CM Mobile Service Cloud. Returns: order_number, list_view, email_address, phone_number, revenue, old_revenue, profit, old_profit, order_date, is_first_order, webstore_url, name. At least one of $EmailAddress or $PhoneNumber is required.

cm_mobile_service_cloud_voip_register_event

Register a VoIP event in cm to signal call lifecycle changes such as Answered, Disconnected, or Transfer. Returns the registered event including Id, EventType, PhoneNumber, PhoneExtension, Direction, PhoneReferrer, and Context with FilterField and FilterValue. Required: api_key, Id, EventType, PhoneNumber, PhoneExtension, Direction.

list_all_cm_mobile_service_cloud_presence

Check presence for a specific written channel in cm. Returns: Online or Offline, indicating whether at least one agent connected to the channel within the web store is online. Required: Channel.

list_all_cm_mobile_service_cloud_voice

List Voice queue and workforce status from cm Agent Inbox for a specific webstore. Returns: webStoreOpen, activeAgents, availableAgents, numberOfQueuedCalls, longestWaitingQueuedCallDateTime, longestWaitingQueuedCallInSeconds. Required: referrer.

list_all_cm_mobile_service_cloud_customers

Get customer information in CM Mobile Service Cloud by email, phone, or custom filter. Returns: name, email_address, phone_number, customer_since, total_spent, order_count, panel_view. At least one of email_address or phone_number is required.

create_a_cm_mobile_service_cloud_customer

Create or update customer lifetime data in CM by submitting a customers array. Each customer record includes email_address, customer_since, order_count, currency, total_revenue, and last_order_date. Returns an empty 201 response on success. Required: customers.

list_all_cm_mobile_service_cloud_order_details

Get detailed information about a specific order in CM for display in the Agent Inbox sidebar. Returns: display_as, caption, data. Required: id (the order_number from the order list).

cm_mobile_service_cloud_search_search

Search for customers and orders in CM matching an agent's search expression. Returns matching customers (email_address, name, phone_number, order_count, total_spent) and orders (email_address, order_number, order_date, revenue, name). Required: expression.

list_all_cm_mobile_service_cloud_custom_panel

List custom panel items for a customer in CM. Returns: id, description, custom_field. At least one of email_address, phone_number, or external_identifier is required.

get_single_cm_mobile_service_cloud_custom_panel_by_id

Get custom panel details for a specific item in CM. Returns: display_as, caption, data. Required: id.

list_all_cm_mobile_service_cloud_customer_lifetime

Retrieve customer lifetime data (total orders and revenue) for a specific customer by email in CM. Returns: email_address, customer_since, order_count, currency, total_revenue, last_order_date. Required: email_address.

Why Truto

Why use Truto’s MCP server for CM Mobile Service Cloud

Other MCP servers give you a static tool list for one app. Truto gives you a managed, multi-tenant MCP infrastructure across 650+ integrations.

01

Auto-generated, always up to date

Tools are dynamically generated from curated documentation — not hand-coded. As integrations evolve, tools stay current without manual maintenance.

02

Fine-grained access control

Scope each MCP server to read-only, write-only, specific methods, or tagged tool groups. Expose only what your AI agent needs — nothing more.

03

Multi-tenant by design

Each MCP server is scoped to a single connected account with its own credentials. The URL itself is the auth token — no shared secrets, no credential leaking across tenants.

04

Works with every MCP client

Standard JSON-RPC 2.0 protocol. Paste the URL into Claude, ChatGPT, Cursor, or any MCP-compatible agent framework — tools are discovered automatically.

05

Built-in auth, rate limits, and error handling

Tool calls execute through Truto’s proxy layer with automatic OAuth refresh, rate-limit handling, and normalized error responses. No raw API plumbing in your agent.

06

Expiring and auditable servers

Create time-limited MCP servers for contractors or automated workflows. Optional dual-auth requires both the URL and a Truto API token for high-security environments.

How It Works

From zero to integrated

Go live with CM Mobile Service Cloud in under an hour. No boilerplate, no maintenance burden.

01

Link your customer’s CM Mobile Service Cloud account

Use Truto’s frontend SDK to connect your customer’s CM Mobile Service Cloud account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.

02

We handle authentication

Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.

03

Call our API, we call CM Mobile Service Cloud

Truto’s Proxy API is a 1-to-1 mapping of the CM Mobile Service Cloud API. You call us, we call CM Mobile Service Cloud, and pass the response back in the same cycle.

04

Unified response format

Every response follows a single format across all integrations. We translate CM Mobile Service Cloud’s pagination into unified cursor-based pagination. Data is always in the result attribute.

FAQs

Common questions about CM Mobile Service Cloud on Truto

Authentication, rate limits, data freshness, and everything else you need to know before you integrate.

What operations are supported today via Truto for CM Mobile Service Cloud?

Truto exposes tools to list conversations, list and create customers, list and create orders, list order details, list customer lifetime data, list voice queue and presence data, register VoIP events, create messages, list and get custom panels, and run search queries. Additional endpoints can be added on request.

How is authentication handled for end users connecting their CM account?

Truto manages CM Mobile Service Cloud credential exchange, storage, and refresh on your behalf. Your end users authenticate once through Truto's connection flow and your app calls a single unified endpoint without handling secrets.

Is there a Unified API for CM Mobile Service Cloud?

There is no unified helpdesk API mapping for CM Mobile Service Cloud yet. Integrations today are built against the passthrough tools listed above, which give you direct, typed access to CM's native resources.

Can we push data into CM's Custom Panels to render in the agent UI?

You can list and fetch custom panels via Truto to read what's configured. The panels themselves are served by your backend, so Truto is typically used to reconcile panel identifiers and correlate them with conversation context.

How fresh is voice queue and presence data?

Voice and presence endpoints are read on-demand via list calls, so freshness matches whatever your polling or trigger cadence is. For live call state, use the VoIP register-event tool to push updates into CM as they happen rather than polling.

Can we search across conversations, customers, and orders?

Yes — the search tool lets you query CM by identifiers such as email, phone, or order number to locate matching conversations and related records, which is useful for deep-linking from your product back into the correct CM thread.

What if we need an endpoint that isn't in the current tool list?

Truto adds new CM Mobile Service Cloud endpoints on request. If you need webhook subscriptions, ticket status updates, or other resources not listed, they can typically be onboarded without you writing CM-specific client code.

CM Mobile Service Cloud

Get CM Mobile Service Cloud integrated into your app

Our team understands what it takes to make a CM Mobile Service Cloud integration successful. A short, crisp 30 minute call with folks who understand the problem.