ChatFlow MCP

Connect your AI agent to your WhatsApp CRM.

ChatFlow is a WhatsApp/Telegram/Instagram CRM for small teams — a shared inbox, a drag-and-drop sales pipeline, AI auto-replies, and broadcast campaigns. This is its hosted MCP (Model Context Protocol) server: point Claude, Claude Code, Cursor, or any MCP-compatible agent at your workspace and it can search contacts, read conversations, manage your pipeline, and — when you allow it — send messages.

• Endpoint: https://valuable-sockeye-14.eu-west-1.convex.site/mcp
• Transport: Streamable HTTP (stateless)
• Auth: Authorization: Bearer <API key> — create one in ChatFlow → Settings → AI agents (MCP)

Quick start

1. In ChatFlow, open Settings → AI agents (MCP) (workspace owner) and click Create API key. Copy it — it's shown once. Optionally give it an expiry.
2. Add the server to your client:

Claude Code

claude mcp add --transport http chatflow \
  https://valuable-sockeye-14.eu-west-1.convex.site/mcp \
  --header "Authorization: Bearer cfk_YOUR_KEY"

Claude.ai / Claude Desktop — Settings → Connectors → Add custom connector → paste the endpoint URL and set the Authorization: Bearer cfk_YOUR_KEY header.

Cursor — .cursor/mcp.json:

{
  "mcpServers": {
    "chatflow": {
      "url": "https://valuable-sockeye-14.eu-west-1.convex.site/mcp",
      "headers": { "Authorization": "Bearer cfk_YOUR_KEY" }
    }
  }
}

Full setup and troubleshooting: docs/setup.md.

Tools

Tool	What it does
search_contacts	Find contacts by name/phone substring
list_conversations	Recent chats with previews, unread counts, CRM fields
get_conversation	One chat: contact, notes, deal value, recent messages
list_pipeline	Kanban columns with the leads in each stage
move_conversation	Move a lead to a pipeline column
update_lead	Set notes / deal value on a conversation
create_contact	Create a WhatsApp contact + conversation from a phone number
send_message	Send a text to the customer (opt-in — see below)
get_usage	Subscription tier, limits, current monthly usage

Read tools are annotated read-only; send_message is annotated as a world-affecting write so well-behaved clients confirm before calling it.

Sending is opt-in

send_message messages a real customer, so it's off by default. The workspace owner enables it with the "Allow agents to send messages" toggle in Settings. While off, agents can read everything and draft replies, but every send is rejected with a message explaining the toggle. When on, agent sends count toward your monthly quota, appear in the inbox with the AI badge, pause the auto-reply assistant on that chat (so two AIs never answer at once), and support an idempotencyKey so a retry can't double-send.

Prompt-injection note: message text and notes an agent reads are written by your customers. Keep the send toggle off unless you trust the agent driving it.

Links

• Product: https://chatflow.biz
• Setup guide: docs/setup.md