Connect AI Agents to ChatbotX via Model Context Protocol

Connect Claude Code, ChatGPT, OpenClaw, Hermes, Cursor, and any AI assistant to your ChatbotX Workspace. Manage omnichannel customer messaging, query CRM contacts, and trigger automated flows with natural language.

Please make sure there is always a human in the loop.

Connect ChatbotX MCP to your AI in under a minute

Choose your preferred AI assistant or agent environment below for instant setup instructions and verified configurations.

Autonomous Agent OpenClaw Agent Runtime

Connect ChatbotX MCP to OpenClaw

Wire ChatbotX MCP directly into your OpenClaw agent workflow via standard MCP SSE configuration.

1

Open OpenClaw Config

Open openclaw.json or your agent configuration file.

2

Add ChatbotX MCP Server

Add the chatbotx server block under mcpServers with the SSE URL.

3

Configure Workspace Token

Set x-workspace-token header with your private token from settings.

4

Start OpenClaw

Your agent now has autonomous access to all 380+ ChatbotX tools.

380+ tools over 1 endpoint Platform setup guide
openclaw.json (MCP Config)
{
  "mcpServers": {
    "chatbotx": {
      "url": "https://app.chatbotx.io/mcp/sse",
      "headers": {
        "x-workspace-token": "YOUR_WORKSPACE_TOKEN"
      }
    }
  }
}
Native MCP SSE connector for OpenClaw agents SSE Protocol
For AI agents

This page is the instruction set. Point your agent at it.

Tell your agent to set up ChatbotX from chatbotx.io/agents. It fetches this URL, reads the block below, finds the command for the client it is running in, and wires itself up with 380+ tools.

chatbotx.io/agents
## For AI agents reading this page

You are reading https://chatbotx.io/agents. ChatbotX is an omnichannel customer conversation and agentic chat marketing platform: one workspace connects messaging channels, with 380+ actions exposed via Model Context Protocol (MCP).

Follow these instructions to connect and give yourself access to these tools:

### 1. Register the MCP Server

- **Claude Code (CLI):**
  `claude mcp add chatbotx -t sse -H "x-workspace-token: YOUR_WORKSPACE_TOKEN" -s user https://app.chatbotx.io/mcp/sse`

- **OpenClaw / Hermes / Codex / Antigravity / Perplexity / Paperclip / NanoClaw (JSON Config / MCP SSE):**
  ```json
  {
    "mcpServers": {
      "chatbotx": {
        "url": "https://app.chatbotx.io/mcp/sse",
        "headers": {
          "x-workspace-token": "YOUR_WORKSPACE_TOKEN"
        }
      }
    }
  }
  ```

### 2. Authentication
Retrieve your workspace token from **Settings → Integrations → Workspace token** in your ChatbotX dashboard and replace `YOUR_WORKSPACE_TOKEN`.

### 3. Verify Connection
Run `tools/list` to verify the ChatbotX toolset is loaded. If it fails or returns 401, stop and inform the user to check their token.

### 4. Capabilities (380+ Tools)
- **Messaging & CRM:** Search contacts, assign tags, update custom fields, send chat messages, and trigger automated visual flows across WhatsApp, Messenger, Instagram, TikTok, Telegram, Zalo OA, Webchat, SMTP, and API.

### 5. Execution Rules
- When a task involves customer messaging, CRM lookup, or flow execution, ALWAYS prefer these structured MCP tools over browser automation.
- Report connected platforms and available operations to the user before running batch commands.

### Reference
- Endpoint: https://app.chatbotx.io/mcp/sse (Server-Sent Events)
- Docs: https://chatbotx.io/docs/mcp/introduction
- Platform setup: https://chatbotx.io/docs/mcp/platform-setup
- Tool Reference: https://chatbotx.io/docs/mcp/tool-reference-and-troubleshooting

Built for Autonomous AI Agents

Standardized Model Context Protocol endpoints engineered for social media publishing, CRM operations, LLM function calling, and multi-turn reasoning.

Natural Language Prompts

Tell your AI assistant who to contact or what flow to trigger. It manages tags, queries leads, dispatches messages, and executes actions with zero manual forms or dashboard clicking.

Omnichannel Customer Reach

One connection lets your AI engage customers across WhatsApp, Messenger, Instagram, TikTok, Telegram, Zalo OA, Webchat, SMTP, and API.

CRM & Contact Resolvers

Resolve contacts by email, international phone number (+84...), or workspace ID. Manage tags and custom fields dynamically with zero data desync.

Scheduling & Flow Triggers

Ask your AI to dispatch interactive visual flows, manage contact tags, or send follow-up and re-engagement sequences directly to qualified leads.

Secure Workspace Permissions

Authenticated securely via Workspace Tokens (x-workspace-token). Keep credentials safe with strict workspace-level permissions and zero token leaks.

SSE & stdio Transports

Built-in support for remote Server-Sent Events (SSE) streaming and local stdio execution. 100% compatible with both Cloud and Self-Hosted instances.

How It Works

Simple three-step lifecycle connecting your AI assistant to your ChatbotX workspace via MCP.

1

Authorize & Connect

Your AI assistant connects to the ChatbotX SSE endpoint using your private Workspace Token in headers or query parameters.

# Instant SSE connection
claude mcp add chatbotx -t sse \
  -H "x-workspace-token: YOUR_TOKEN" \
  -s user https://app.chatbotx.io/mcp/sse
2

Tool Discovery

ChatbotX MCP exposes 380+ tools with JSON schemas: social scheduling, contact CRM, flow triggering, and chat delivery.

tools/list response:
[
  {"name": "list_contacts"},
  {"name": "schedule_post"},
  {"name": "send_contact_flow"}
]
3

Autonomous Action

The AI agent reasons about your instructions, invokes tools, publishes content, updates CRM state, and reports back in real time.

tools/call "send_contact_flow":
{
  "contactId": "c_9941",
  "flowId": "flow_onboard_vip"
}
✓ Flow triggered successfully
44 Core Tools + Meta-Tools · Model Context Protocol

Official ChatbotX MCP Tools

Directly accessible to your AI assistant with structured parameters and JSON responses. Includes 44 core tools for common operations, plus meta-tools to discover and invoke ~380 extended API operations on demand.

Contacts CRM 13 tools

  • contacts_list: Search & paginate workspace contacts
  • contacts_get: Retrieve contact profile by identifier
  • contacts_create: Add new contact with attributes
  • contacts_search: Search contacts with filter criteria
  • contacts_list_tags: List all tags applied to contact
  • contacts_add_tags_by_name: Attach tags to contact by name
  • contacts_list_custom_fields: List contact custom field values
  • contacts_set_custom_field: Update or set custom field value
  • contacts_list_messages: Message history across channels
  • contacts_send_message: Send direct chat message or reply
  • contacts_send_flow: Trigger interactive automation flow
  • contacts_list_sequences: List active sequence subscriptions
  • contacts_subscribe_sequences: Enroll contact in automated sequence

Conversations & Broadcasts 7 tools

  • conversations_list: List conversations by status & channel
  • conversations_get: Full conversation details & metadata
  • conversations_assign: Assign to user or inbox team
  • messages_list: List messages on active thread
  • broadcasts_list: List recent broadcast campaigns & status
  • broadcasts_get: Retrieve broadcast details & audience
  • broadcasts_stop: Halt active outbound broadcast

Visual Flows & Builder 6 tools

  • flows_list: List visual flows in workspace
  • flows_get: Complete flow definition & node graph
  • flows_create: Create a new flow draft
  • flows_update_draft: Update node connections & draft
  • flows_publish: Publish flow draft to live channels
  • flows_validate: Compile & validate flow-spec DSL

AI Agents & Automations 9 tools

  • ai_agents_list: List autonomous AI agents in workspace
  • ai_agents_create: Create AI agent with prompt & model
  • ai_agents_update: Update prompt, model, or attached tools
  • ai_files_list: List knowledge base documents & media
  • ai_functions_list: List custom AI functions available
  • sequences_list: List automated drip nurture funnels
  • sequences_get: Get sequence steps & interval delays
  • sequences_update: Update sequence name or active state
  • keywords_list: Automated keyword matching rules & triggers

Analytics & Growth 5 tools

  • analytics_new_contact_counts_per_day: Daily lead acquisition count
  • analytics_blocked_contacts_per_day: Daily blocked contacts count
  • analytics_flow_stats: Node execution & completion metrics
  • analytics_broadcast_stats: Delivery, read & conversion metrics
  • analytics_sequence_step_stats: Progression per sequence step

Capabilities & Meta-Tools 6 tools

  • capabilities_get: Discover inboxes, templates, fields, tags
  • token_get: Introspect token ID, scopes & permissions
  • schemas_flow_spec: JSON Schema DSL for flow step nodes
  • search_tools: Search full API (~380 tools) on demand
  • call_tool: Execute any tool dynamically by name
  • error_logs_list: Audit system error logs with stack traces

Automate Customer Conversations & CRM in Plain English

No code or manual dashboard clicking required. Prompt your AI assistant just like you would instruct a teammate.

ChatbotX Assistant MCP v1
SSE Connected • Ready
Live Session
You 10:24 AM
Send a personalized follow-up message to all VIP leads who registered today via Messenger and WhatsApp asking for their product feedback.
Agent searching contacts & triggering flow...
ChatbotX Agent 10:24 AM

Done! I queried your VIP contacts from today across Messenger and WhatsApp, and triggered the feedback follow-up flow with personalized greetings.

contacts_search: 18 VIP leads found contacts_send_flow: Dispatched
You 10:25 AM
Find all abandoned cart contacts from Webchat and enroll them in the 3-day recovery sequence.
Agent updating tags & sequences...
ChatbotX Agent 10:25 AM

Found 14 contacts with cart drop-offs on Webchat. Tagged them with abandoned_cart and subscribed them to the 3-Day Nurture Sequence.

contacts_add_tags_by_name: 'abandoned_cart' contacts_subscribe_sequences: 3-Day Recovery
Interactive CRM Tool Calling
You: Find contact [email protected], update custom field 'lead_status' to 'Qualified', and trigger the VIP welcome flow on WhatsApp.

AI Assistant: Calling ChatbotX MCP tools...
  → Calling contacts_search(filter: { email: "[email protected]" })
    ✓ Found contact: John Doe (ID: c_84920, Phone: +84901234567, Channel: WhatsApp)

  → Calling contacts_set_custom_field(identifier: "c_84920", name: "lead_status", value: "Qualified")
    ✓ Field 'lead_status' updated to 'Qualified'.

  → Calling contacts_send_flow(identifier: "c_84920", flowId: "flow_vip_welcome")
    ✓ Flow 'flow_vip_welcome' successfully dispatched to WhatsApp!

Done! John Doe is now tagged as Qualified and enrolled in the VIP welcome flow.
AI-Ready Reference

Documentation a model can read without a browser

The same reference you read, served in the shapes an agent consumes: one file for context, one spec for tool definitions, and the setup pages behind them.

llms.txt

The whole API summarised in one file, sized to drop into a context window.

OpenAPI spec

Machine-readable 3.1 spec, for generating a client or a set of tool definitions.

MCP server

Setup for every client, the tool reference, and what the 380+ tools cover.

CLI

Every command, its flags, and the JSON it returns, for agents that live in a shell.

Quickstart

Get a key, then make the first call, in the two files an agent writing code needs.

Open source

The SDKs, the specs, and the clients we publish, with the repos behind them.

Or skip MCP entirely

Gives any agent with a shell the same API, and every command prints JSON on stdout.

From the skills CLI
npx skills add chatbotxio/chatbotx --skill chatbotx-cli
From npm
npm install -g chatbotx
chatbotx CLI
CLI command
$ npm install -g chatbotx
✓ chatbotx installed
$ chatbotx config set --apiKey "YOUR_WORKSPACE_TOKEN" --apiUrl "https://app.chatbotx.io/api"
✓ Configuration saved · Workspace token connected
$ chatbotx channels list
[{"id":"chan_01","platform":"whatsapp","status":"connected"}, ...]
✓ JSON on stdout, ready to pipe into the agent

Supported Messaging & Customer Channels

Connect your channels in ChatbotX once, then automate customer conversations to any of them via your AI assistant.

WhatsApp WhatsApp Messenger Messenger Instagram Instagram TikTok TikTok Telegram Telegram Zalo OA Zalo OA Webchat Webchat SMTP SMTP API API

ChatbotX MCP
Frequently Asked
Questions

Underline decorative

What is ChatbotX MCP?

Which AI assistants work with ChatbotX MCP?

Which platforms and channels can my AI interact with?

How do I authenticate my AI assistant?

Is the ChatbotX MCP connection safe to use?

What is the difference between ChatbotX MCP and ChatbotX CLI?

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