Connect Whatsapp Business to AI agents

Connect Whatsapp Business to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

send_template_message

Send Template Message

Send a pre-approved WhatsApp message template to a recipient. Templates can be sent **outside the 24-hour messaging window** and are required for business-initiated conversations. Templates must be created and approved in the Meta dashboard before use. Use the List Templates tool to find available templates.

delete_template

Delete Template

Delete a WhatsApp message template by name. This deletes the template and **all its language translations**.

create_template

Create Template

Create a new WhatsApp message template. Templates must be approved by Meta before use. Most templates are reviewed by a machine learning process and approved in minutes; some may take up to 48 hours. Templates have three categories: **MARKETING**, **UTILITY**, and **AUTHENTICATION**.

send_message

Send Message

Send a WhatsApp message to a recipient. Supports multiple message types: **text**, **image**, **video**, **audio**, **document**, **location**, **contacts**, **sticker**, and **reaction**. For text messages within the 24-hour customer service window, use this tool. For messages outside the window, use the Send Template Message tool instead.

register_phone_number

Register Phone Number

Register a phone number for use with the WhatsApp Business Platform. Requires a 6-digit two-step verification PIN.

update_business_profile

Update Business Profile

Update the WhatsApp Business profile for your phone number. Only the fields you provide will be updated; omitted fields remain unchanged.

list_templates

List Templates

List message templates in your WhatsApp Business Account. Returns template names, statuses, categories, languages, and component definitions. Use pagination to browse through large template libraries.

get_business_profile

Get Business Profile

Retrieve the WhatsApp Business profile information for your phone number, including description, address, email, websites, industry vertical, and profile picture.

send_interactive_message

Send Interactive Message

Send an interactive WhatsApp message with **reply buttons** or a **list menu**. Reply buttons allow up to 3 quick-reply options. List menus allow structured multi-section selection menus with up to 10 sections. Use these for structured user responses like surveys, menu selections, or quick actions.

get_phone_number

Get Phone Number

Get details of a specific phone number registered with your WhatsApp Business Account.

list_phone_numbers

List Phone Numbers

List all phone numbers associated with your WhatsApp Business Account, including their verified names, display numbers, quality ratings, and verification status.

mark_message_read

Mark Message as Read

Mark an incoming WhatsApp message as read. This sends a read receipt (blue checkmarks) to the sender and also opens the 24-hour customer service messaging window.

delete_media

Delete Media

Delete a media file from WhatsApp servers by its media ID.

get_media_url

Get Media URL

Retrieve the download URL for a WhatsApp media file by its media ID. The returned URL is temporary (valid for ~5 minutes) and requires the access token to download. Use this to access media files received from incoming messages.

More integrations teams use with Whatsapp Business

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Whatsapp Business

Send and receive WhatsApp messages at scale, including text, images, audio, video, documents, locations, contacts, and interactive elements (buttons, lists). Manage and send pre-approved message templates for marketing, utility, and authentication purposes. Upload and download media files for use in messages. Retrieve and update WhatsApp Business profile information. Register and manage business phone numbers. Create interactive WhatsApp Flows for sign-ups, surveys, and lead capture. Monitor inbound messages, outbound message statuses, and account events via webhooks.

Connect Whatsapp Business to production AI agents

See how Metorial gives Whatsapp Business access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Whatsapp Business to AI agents with Metorial.

  1. Can Metorial connect Whatsapp Business to AI agents?
    Yes. Metorial connects AI agents to Whatsapp Business through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.