Omnichannel MCP Server for Claude
Connect your Claude assistant to ChatbotX via MCP SSE. Manage customer conversations, CRM contacts, tags, and chatbot flows across your connected customer channels.
Please make sure there is always a human in the loop.
Connect ChatbotX MCP to Claude
Paste the prompt command into your Claude interface to connect automatically, or configure it manually using the settings block below.
{
"mcpServers": {
"chatbotx": {
"url": "https://app.chatbotx.io/mcp/sse",
"headers": {
"x-workspace-token": "YOUR_WORKSPACE_TOKEN"
}
}
}
}
Claude reads this page and wires up the MCP. You approve the connection.
It fetches this page, discovers the MCP endpoint, and asks you to confirm before connecting.
# ChatbotX Model Context Protocol (MCP) Server for Claude Desktop
Connect Anthropic Claude Desktop to ChatbotX via native Model Context Protocol (MCP). Claude inspects customer interactions, resolves CRM contacts, applies segmentation tags, and triggers multi-channel chatbot workflows with nuanced reasoning.
## Connection Setup for Claude Desktop
- Protocol: Model Context Protocol (MCP) via Server-Sent Events (SSE)
- Endpoint: https://app.chatbotx.io/mcp/sse
- Authentication: Header "x-workspace-token: <YOUR_WORKSPACE_TOKEN>"
- Documentation: https://chatbotx.io/docs/mcp/introduction
### Configuration (claude_desktop_config.json)
```json
{
"mcpServers": {
"chatbotx": {
"url": "https://app.chatbotx.io/mcp/sse",
"headers": {
"x-workspace-token": "YOUR_WORKSPACE_TOKEN"
}
}
}
}
```
## Available MCP Tools
- contacts_search: Look up contacts by email, international phone (+84...), or workspace identifier.
- contacts_tag: Dynamically apply or remove segmentation tags to categorize customers.
- contacts_custom_field: Query and update custom CRM fields on contact records.
- flows_trigger: Programmatically trigger automated multi-step chatbot flows and sequences.
- conversations_list: Retrieve conversation threads with status, channel, and message history filters.
- messages_send: Send direct responses or notification messages across customer channels.
- broadcasts_list: Inspect broadcast campaign history, audiences, and delivery statuses.
- channels_list: Verify connected channels and active webhook listener health.
## Example Prompts for Claude
- "Look up contact for '[email protected]', analyze their conversation history, and suggest a high-empathy response to their shipping complaint."
- "Find all contacts tagged 'Enterprise Trial' that haven't received a message in 7 days, and trigger the check-in sequence."
- "List open conversations on WhatsApp and summarize the top 3 product issues raised by customers this morning."
## Supported Messaging Channels
WhatsApp, Messenger, Instagram, TikTok, Telegram, Zalo OA, Webchat, SMTP, and API.
## Safety & Guardrails
Claude prompts for user confirmation before dispatching mass broadcasts or executing destructive updates.
Prompt Examples for Claude
Once connected, you can converse with your customer base and execute omnichannel actions in plain language.
Send Omnichannel Message
"Send a WhatsApp message to +123456789 saying their order #9821 has shipped with tracking link."
Query CRM & Contacts
"Find the contact for [email protected], check their conversation history, and tag them as 'VIP Lead'."
Trigger Visual Flows
"Trigger the Onboarding Drip Sequence for the newly registered lead on Instagram."
Audit Live Inbox
"List all unread conversations in Messenger and summarize what customers are asking today."
Autonomous Multi-Channel Execution
ChatbotX standardizes your messaging channels into clean MCP tool calls with safe guardrails.
Unified MCP Architecture
One SSE endpoint provides 380+ tools covering WhatsApp, Messenger, Zalo, Telegram, Email, and Webchat.
Enterprise Security
Workspace token authentication, granular tool whitelisting, and strict human-in-the-loop approvals for sensitive actions.
Real-time State Sync
Changes to contact fields, custom tags, or conversation status sync immediately across your ChatbotX dashboard and CRM.
Works with Every MCP Client
ChatbotX MCP works seamlessly with any AI agent runtime that supports Model Context Protocol.
Claude Cowork
Team CollaborationMulti-user team assistant powered by Claude. Bridge team customer communications and automate inbox operations seamlessly.
Claude Code
Terminal Coding AgentAgentic CLI tool by Anthropic. Connects to ChatbotX MCP, manages contacts, and executes customer automation flows from terminal.
Supported Messaging & Customer Channels
Connect your channels in ChatbotX once, then automate customer conversations to any of them via your AI assistant.