Mcp Server

ChatbotX is an open-source chat marketing platform for managing contacts, conversations, flows, broadcasts, and sequences across WhatsApp, Messenger, Instagram, TikTok, Telegram, Zalo OA, Email, and Webchat. An alternative to ManyChat, Chatfuel, Wati, Respond, etc...

ChatbotX Agent Documentation

ChatbotX is an open-source omnichannel chatbot platform for managing contacts, conversations, flows, broadcasts, and sequences across channels like WhatsApp, Messenger, Telegram, and more.

Key Highlights

Two Critical Rules:

1. Authenticate before executing any commands — every API call requires a workspace token
2. Always resolve IDs first — commands like contacts tag add require both a contactId and a tagId; fetch them with list commands before using them

Integration Modes:

• CLI (chatbotx) — terminal-based automation and scripting
• MCP Server — gives AI agents (Claude, Cursor, ChatGPT) direct tool access via Model Context Protocol

---

Authentication

CLI

Save credentials once — they persist across all future runs:

bash

chatbotx config set --apiKey <your-workspace-token> --apiUrl https://app.chatbotx.io/api

Or via environment variables (no config file needed):

bash

export CHATBOTX_API_KEY=your_workspace_token
export CHATBOTX_API_URL=https://app.chatbotx.io/api

For local instances with self-signed certificates:

bash

export CHATBOTX_ALLOW_SELF_SIGNED_CERT=true

Find your workspace token at: Settings → Developer → API Keys

MCP Server (stdio — recommended for local use)

bash

claude mcp add chatbotx \
  -e CHATBOTX_API_KEY=<your-token> \
  -e CHATBOTX_API_URL=https://your-instance.com \
  -e CHATBOTX_MCP_TRANSPORT=stdio \
  -s user \
  -- node /path/to/dist/index.mjs

MCP Server (SSE — for shared/remote access)

bash

claude mcp add chatbotx \
  -t sse \
  -H "x-workspace-token: <your-token>" \
  -s user \
  "https://your-mcp-server.com/sse"

---

Core Workflow

The platform follows a six-step pattern:

1. Authenticate — set API key and URL
2. Discover — list channels, tags, custom fields, flows, sequences to get IDs
3. Find contacts — list or search contacts to get contactId
4. Act — create, update, tag, message, block/unblock contacts
5. Monitor — check conversations, broadcasts, error logs
6. Automate — trigger flows or sequences for a contact via messaging commands

---

CLI Commands

Config

bash

chatbotx config set --apiKey <key> --apiUrl <url>

Workspace & Members

bash

chatbotx workspaces get
chatbotx members list                                # [--page --perPage --sort --keyword]
chatbotx members get <memberId>
chatbotx channels list                               # [--includes --page --perPage]
chatbotx teams list

Tags

bash

chatbotx tags list
chatbotx tags create --name <name>
chatbotx tags get <idOrName>                         # accepts id or name
chatbotx tags update <id> --name <name>
chatbotx tags delete <id>

Custom Fields

bash

chatbotx custom-fields list
chatbotx custom-fields create --name <name> --type <type>
chatbotx custom-fields get <idOrName>                # accepts id or name
chatbotx custom-fields update <id> --name <name>     # [--description --folderId]
chatbotx custom-fields delete <id>

Bot Fields

bash

chatbotx bot-fields list
chatbotx bot-fields create --name <name> --type <type> --value <value> --description <description>
chatbotx bot-fields update --fields <fields>         # set multiple values
chatbotx bot-fields get <idOrName>                   # accepts id or name
chatbotx bot-fields update <idOrName> --value <value> # set single value by id or name
chatbotx bot-fields delete <idOrName>

Contacts

bash

# CRUD
chatbotx contacts list                               # [--page --perPage --sort --keyword ...]
chatbotx contacts create --phoneNumber <p> --email <e> --gender <g>  # [--firstName --lastName]
chatbotx contacts get <identifier>
chatbotx contacts upsert <identifier>                    # insert or update; [--firstName --lastName --email --phoneNumber --avatar --gender]
chatbotx contacts update <identifier>
chatbotx contacts delete <identifier>
chatbotx contacts find-by-custom-field               # [--customFieldId --value]
chatbotx contacts import --fileId <id> --channel <ch> --inboxId <id>

# Tags on a contact
chatbotx contacts tags list <identifier>
chatbotx contacts tag add <identifier> --tagIds <ids>
chatbotx contacts tag delete <identifier> --tagIds <ids>

# Custom fields on a contact
chatbotx contacts custom-fields list <identifier>
chatbotx contacts custom-fields update <identifier> --fields <fields>
chatbotx contacts custom-field get <identifier> <customFieldId>
chatbotx contacts custom-field add <identifier> <customFieldId> --value <value>
chatbotx contacts custom-field delete <identifier> <idOrName>

# Block / Unblock
chatbotx contacts block <identifier>
chatbotx contacts unblock <identifier>

# Messaging & Automation
chatbotx contacts messages list <identifier>          # [--perPage --cursor]
chatbotx contacts message get <identifier> <messageId>
chatbotx contacts message send <identifier>           # [--text --files --flowId --nodeId --inboxId]
chatbotx contacts flow add <identifier> --flowId <id> # [--inboxId]
chatbotx contacts auto-replies add <identifier> --keyword <kw>  # [--inboxId]

Conversations & Broadcasts

bash

chatbotx conversations list                          # [--botCategory --assignedId --channel --status --keyword]
chatbotx broadcasts list
chatbotx broadcasts get <idOrName>                   # accepts id or name
chatbotx broadcasts audience get <idOrName>          # [--page --perPage]

Flows & Sequences

bash

chatbotx flows list
chatbotx sequences list                              # [--page --perPage --sort]
chatbotx sequences get <id>

Other

bash

chatbotx saved-replies list
chatbotx template-messages list                      # [--inboxId --integrationWhatsappId --status]
chatbotx ai-agents list
chatbotx integrations list
chatbotx keywords list
chatbotx triggers list
chatbotx webhooks list
chatbotx error-logs list                             # [--page --perPage --sort --keyword]

---

MCP Tools (for AI agents)

Tool names are the OpenAPI operationId converted to snake_case.

Category	Tool
Workspace	get_workspace
Channels	list_channels
Members	list_members, get_member
Teams	list_teams
Tags	list_tags, create_tag, get_tag, update_tag, delete_tag
Custom Fields	list_custom_fields, create_custom_field, get_custom_field, update_custom_field, delete_custom_field
Bot Fields	list_bot_fields, create_bot_field, set_bot_fields, bulk_update_bot_fields, get_bot_field, set_bot_field, delete_bot_fields
Contacts	list_contacts, create_contact, get_contact, upsert_contact, update_contact, delete_contact, filter_contacts, import_contacts
Contact Tags	list_contact_tags, add_contact_tags, remove_contact_tags
Contact Custom Fields	list_contact_custom_fields, set_contact_custom_fields, clear_contact_custom_fields, get_contact_custom_field, set_contact_custom_field, clear_contact_custom_field
Contact Actions	block_contact, unblock_contact, list_contact_messages, get_contact_message, send_message, send_contact_flow, trigger_auto_reply
Conversations	list_conversations
Broadcasts	list_broadcasts, get_broadcast, get_broadcast_audience
Flows	list_flows
Sequences	list_sequences, get_sequence
Saved Replies	list_saved_replies
Template Messages	list_template_messages
AI Agents	list_aiagents
Integrations	list_integrations
Keywords	list_keywords
Triggers	list_triggers
Webhooks	list_webhooks
Error Logs	list_error_logs

Tools are auto-generated from the OpenAPI spec — new API endpoints appear automatically on server restart.

---

Common Patterns

Tag a contact by name (not ID):

bash

TAG_ID=$(chatbotx tags get "vip" --json | jq -r '.id')
chatbotx contacts tag add <identifier> --tagIds $TAG_ID

Send a flow to a contact:

bash

FLOW_ID=$(chatbotx flows list --json | jq -r '.[] | select(.name=="Welcome") | .id')
chatbotx contacts flow add <identifier> --flowId $FLOW_ID

Set a custom field value on a contact:

bash

FIELD_ID=$(chatbotx custom-fields get "plan" --json | jq -r '.id')
chatbotx contacts custom-field add <identifier> $FIELD_ID --value "premium"

---

Caching

The CLI caches the API spec at ~/.chatbotX/openapi-cache.json for 1 hour. Force refresh when new APIs are available:

bash

chatbotx --refresh-spec <command>
# or
rm ~/.chatbotX/openapi-cache.json

---

Getting Help

bash

chatbotx --help
chatbotx contacts --help
chatbotx contacts message --help
chatbotx contacts message send --help