Connect Whautomate to AI agents

Connect Whautomate 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

search_clients

Search Clients

Search and retrieve client records. Supports filtering by free-text search, location, tags, and date range. Use this to find clients or get a specific client by ID.

manage_client

Manage Client

Create, update, or delete a client record. Clients represent customers who receive services such as appointments and class bookings. Supports full profile information including name, phone, email, date of birth, gender, address, emergency contacts, and custom fields.

manage_service

Manage Service

Create, update, list, or get services. Services define offerings like appointments, classes, or add-ons with name, description, pricing, duration, staff assignments, and booking configuration.

manage_contact

Manage Contact

Create, update, or delete a contact. Contacts represent messaging channel users (WhatsApp, Instagram, Telegram, Messenger). Supports profile details, stage management, and custom fields.

send_message

Send Message

Send a message across WhatsApp, Instagram, Telegram, or Messenger channels. Supports text messages, media messages (images, documents, audio, video), and template messages. For WhatsApp, text and media messages require an active 24-hour session; template messages can be sent anytime. Messages can be scheduled for future delivery.

search_contacts

Search Contacts

Search and retrieve contacts. Supports filtering by free-text search, channel, location, tags, and stage. Use this to find contacts or get a specific contact by ID.

manage_client_tags

Manage Client Tags

Add or remove tags on a client. Tags enable segmentation and can trigger automation workflows. You can also create, list, and delete tag definitions.

manage_contact_tags

Manage Contact Tags

Add or remove tags on a contact. Tags enable segmentation and can trigger automation workflows. You can also create, list, and delete tag definitions.

get_messages

Get Messages

Retrieve message history for a contact. Returns the conversation thread including both incoming and outgoing messages across all channels.

manage_segment

Manage Segment

Create, retrieve, list, or delete audience segments. Segments use criteria-based filtering including tags, gender, age range, activity recency, contact stage, and locations. Segments are used for targeting broadcasts and automation workflows.

manage_appointment

Manage Appointment

Create, reschedule, or cancel appointments. Appointments link a client with a service, staff member, location, date, and time. Use the **Search Appointments** tool to find existing appointments or **Get Appointment Slots** to check availability first.

manage_service_category

Manage Service Category

Create, retrieve, list, or delete service categories. Service categories group related services together for organization.

list_locations

List Locations

Retrieve business locations. Get all locations or a specific location by ID. Locations are used across the platform to organize services, staff, clients, and contacts.

get_appointment_slots

Get Appointment Slots

Check available appointment time slots for a given service within a date range. Optionally filter by staff member and location. Use this before creating an appointment to find available times.

search_appointments

Search Appointments

Search existing appointments or get a specific appointment by ID. Filter by date range, client, service, staff, location, and status.

manage_class

Manage Class

Create, update, or delete group classes. Classes are associated with a location, staff member, service, date/time, and participant capacity. Use **Search Classes** to find existing classes.

manage_broadcast

Manage Broadcast

Create, retrieve, update, delete, or list WhatsApp broadcasts. Broadcasts send WhatsApp template messages to segmented audiences. Supports targeting by segments, class participants, or retargeting previous broadcast recipients. Use the **get** action with a broadcast ID to also retrieve delivery statistics and logs.

manage_staff

Manage Staff

List staff members, get staff details, and manage staff availability blocks. Availability blocks mark periods when staff are unavailable (leaves, personal commitments). You can view, create, and delete availability blocks.

search_classes

Search Classes

Search group classes or get a specific class by ID. Filter by date range, location, staff, and service. Also supports retrieving all class bookings for a specific client.

manage_class_participants

Manage Class Participants

Add, cancel, or list participants for a group class. Participants can be added with BOOKED or WAITLISTED status.

More integrations teams use with Whautomate

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 Whautomate

Send and receive omnichannel messages across WhatsApp, Instagram, Telegram, Messenger, and Live Chat. Manage clients and contacts with tagging and segmentation. Schedule and manage appointments, group classes, and participant bookings. Create and send broadcast messages to segmented audiences. Manage services, service categories, staff availability, and business locations. Handle invoices and track payment statuses. Register webhooks to receive real-time notifications for incoming/outgoing messages, client and contact events, appointment updates, class participant updates, and invoice changes.

Connect Whautomate to production AI agents

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

Frequently asked questions

Common questions about connecting Whautomate to AI agents with Metorial.

  1. Can Metorial connect Whautomate to AI agents?
    Yes. Metorial connects AI agents to Whautomate 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.