Whautomate MCP server

Connect Whautomate to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Whautomate MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the search clients tool in Whautomate
  • Use the manage client tool in Whautomate
  • Use the manage service tool in Whautomate
  • Use the manage contact tool in Whautomate
  • Use the send message tool in Whautomate
  • Use the search contacts tool in Whautomate

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.

Connect Whautomate to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Whautomate in Metorial. In your Metorial portal, enable the Whautomate MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Whautomate tools.

Run Whautomate through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Whautomate and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Whautomate tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Whautomate

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

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. 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.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. 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. Retrieve site properties and search for sites across Microsoft 365.

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.

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.

Technical notes for Whautomate

Send omnichannel messages across WhatsApp, Instagram, Telegram, and Messenger. Manage clients and contacts with tagging and segmentation. Schedule appointments, group classes, and participant bookings. Create WhatsApp broadcasts and inspect delivery logs. Manage services, service categories, staff availability, and business locations.

Frequently asked questions

Common questions about connecting Whautomate to AI agents with Metorial.

  1. How many tools does the Whautomate MCP server have?
    The Whautomate MCP server exposes 20 tools, including Search Clients, Manage Client, Manage Service. Each one is governed and traced through Metorial.
  2. Whautomate exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Whautomate MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Whautomate and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Whautomate MCP server yourself or use the hosted gateway.

Connect Whautomate to production AI agents

See how Metorial gives your team governed access to Whautomate, with tracing and security controls built in.