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Tools Reference (32)
whoamiREAD
list_contactsREADget_contactREADcreate_contactWRITEupdate_contactWRITE
list_conversationsREADget_conversation_messagesREADupdate_conversation_statusDEST
send_whatsapp_messageWRITEsend_whatsapp_templateWRITEsend_whatsapp_interactiveWRITE
list_pipelinesREADlist_dealsREADget_dealREADcreate_dealWRITEupdate_deal_stageWRITE
list_tagsREADapply_tag_to_contactWRITEremove_tag_from_contactDEST
list_flowsREADtrigger_flowWRITE
list_templatesREADget_templateREADcreate_templateWRITE
list_campaignsREADget_campaign_analyticsREAD
log_interactionWRITEget_contact_timelineREAD
list_tasksREADcreate_taskWRITEcomplete_taskWRITE
list_productsREAD
MCP Live
Developer Platform/MCP Server/Overview & Architecture

Chatofy MCP Server

Connect your WhatsApp Business Account (WABA) and CRM database to Claude, Cursor, ChatGPT, and AI agents with zero code using the open Model Context Protocol.

Connect Your AI Assistant

8 Clients

Step-by-step guides for Claude, Cursor, ChatGPT, Claude Code, and Windsurf.

Tools & Abilities Catalog

32 Tools

Full input schemas, REST endpoint mappings, and safety policies for every ability.

Things to Ask

Tested

Copyable natural language prompts for inbox triage, deal updates, and broadcasts.

Conversational Prompts

The Chatofy MCP server connects your WhatsApp Business Account (WABA) and CRM database to the AI assistant you already use. Once connected, you run your WhatsApp business by asking in plain English:

Order Fulfillment

“Send Rahul a WhatsApp message saying his order #4812 shipped today with our tracking link.”

Inbox Triage

“Who messaged us in the last 2 hours and hasn't had a reply from our team?”

Lead Management

“Tag everyone who asked about wholesale pricing as Hot Lead and create an enterprise deal.”

The assistant works out which Chatofy actions those need, shows you what it is about to do, and executes it securely on your account.

What is MCP? Model Context Protocol is an open standard that lets AI assistants use real-world tools. You don't need to write any code. You add Chatofy once in your AI app using our single server URL https://app.chatofy.in/api/mcp, authenticate with 1 click, and the assistant gains 32 Chatofy WhatsApp CRM abilities.

Connect your AI app

Each application has its own dedicated step-by-step setup guide with copyable settings:

Recommended

Claude Desktop & Web

1-Click browser OAuth login. Free, Pro, Team & Enterprise plans.

View Setup Guide
Developer Favorite

Cursor IDE Agent

Native MCP in .cursor/mcp.json for full CRM agent capability.

View Setup Guide

Claude Code CLI

Connect in one terminal command with automatic OAuth sign-in.

View Setup Guide

ChatGPT Custom GPTs

Custom GPT Actions and hosted Streamable HTTP endpoint.

View Setup Guide

Windsurf IDE

Native HTTP MCP integration for Cascade and Agent flows.

View Setup Guide

VS Code + Copilot

Connect GitHub Copilot Chat to Chatofy using Streamable HTTP.

View Setup Guide

Google Gemini CLI

Google terminal agent connected via Bearer API authentication.

View Setup Guide

Other AI Platforms

Zed, Cline, n8n, Make, and all RFC-compliant HTTP MCP clients.

View Setup Guide

What you need first

1

A Chatofy account with a connected WhatsApp number

The assistant acts on your live CRM setup. If you haven't connected your WABA yet, complete onboarding in your dashboard.

2

Your Chatofy authorization

Either 1-click browser OAuth login (Claude and Claude Code) or an API key from Settings → API Keys.

3

An AI app that supports MCP

Claude Desktop, Cursor, ChatGPT, Claude Code, Windsurf, or VS Code. Each has its own dedicated page with exact clicks.

Is this the same as the Developer API?

It's the same power, without the code. The Developer API is for developers who write a program that calls Chatofy. The MCP server is that API already wrapped up, so an AI assistant can use it for you.

ComparisonChatofy MCP ServerDeveloper API
Who it's forAnyone who can type a messageDevelopers writing backend code
What you buildNothingYour own script, n8n flow or app
How you use itAsk the assistant in EnglishWrite code, run HTTP requests
SetupAdd URL in AI app, sign in onceRead API docs, construct payloads

What the assistant can do

Messaging

Send plain text, media attachments (PDFs, images, videos), and approved Meta templates. Send messages with up to 3 interactive reply buttons. Check whether a message was delivered or read.

Contacts & Memory

Look someone up by phone or ID, add a contact, update custom attributes, read recent conversation transcripts, and check whether they are within the customer service window.

Organizing & Deals

Create tags and apply them, list sales pipelines, create deals with revenue values, move deals across pipeline stages, and resolve or archive conversations.

Automations & Templates

Trigger automated visual chatbot flows, draft new message templates and submit them to Meta for approval, and review campaign delivery metrics.

There are 32 abilities in total. The complete list and schema for every tool is on the Tools Reference, and Things to Ask has conversational prompts that work.

The 24-hour rule still applies

This is WhatsApp's rule, not Chatofy's, and the AI cannot bypass it:

  • Within 24 hours of a customer messaging you, you can reply with anything: free text, images, files, or interactive buttons.
  • After that, only an approved Meta template will be delivered.

So asking the assistant to message someone who last contacted you three days ago requires an approved template. If you ask for plain text, WhatsApp rejects delivery. The assistant checks this window before trying.

Messages sent through the assistant are real. They reach real customers, consume your message credits, and cannot be unsent. Your AI app prompts you before anything that sends or changes something.

What it costs

Nothing extra from Chatofy. The MCP server uses your existing organization plan and its limits: your subscriber allowance, your message credits, and Meta's standard conversation charges. Your AI app's own plan is separate.

What the AI can't do

  • Broadcast to a whole list in one step. There is intentionally no bulk-send tool. Use the Chatofy Campaigns module for mass broadcasts.
  • Change your billing, plan or account settings. The assistant cannot access credit card information or platform owner settings.
  • Act on its own. It only performs an action when you ask, in a chat where the Chatofy connector is enabled.

Frequently asked

Do I need to know how to code?

No. With Claude or Cursor you click through a few settings and authenticate. There is no code anywhere in that process.

Is my API key safe?

With browser sign-in, Chatofy verifies your workspace when you connect. The hosted MCP server holds no credentials. You can revoke all connected clients at once by regenerating your API key in Settings → API Keys.

Can my whole team connect?

Yes. Each team member connects in their own AI app. Actions execute under their authorized organization workspace permissions.

Will the AI message customers without asking me?

Not by default. Claude, ChatGPT, Cursor, and VS Code ask for confirmation before any tool call that sends a message or modifies records.

Does this replace my chatbot?

No. Your Chatofy chatbots keep answering customers automatically, around the clock. The MCP server is for you: a way to run your CRM by asking instead of clicking through dashboards.

Connect Claude Desktop →View Tools Reference (32)

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