ClerkChat

ClerkChat MCP server

Run your ClerkChat AI support agents from Claude, ChatGPT, Cursor or any MCP client.

clerkchat.co · Docs · Support

---

ClerkChat is an AI agent that answers a business's customers on WhatsApp, Instagram, Messenger, Telegram, a website widget and a hosted help page, trained on the business's own website, files, Google Docs and Sheets, Notion pages and YouTube videos.

This MCP server lets your AI assistant work in your ClerkChat workspace for you: create and train agents, connect channels, read and reply to customer conversations, manage automations and leads, and pull analytics.

This repository holds documentation only. The server is hosted by ClerkChat; there is nothing to install or run.

Endpoint

https://mcp.clerkchat.co/mcp

When you connect, ClerkChat asks you to sign in and choose which workspaces the assistant may access. You can change workspace access or revoke a client at any time from MCP in the ClerkChat dashboard.

Connect

Claude (claude.ai and Claude Desktop)

1. Open Settings → Connectors → Add custom connector.
2. Name it ClerkChat and enter https://mcp.clerkchat.co/mcp.
3. Connect, sign in to ClerkChat, choose your workspaces and approve.

Claude Code

claude mcp add --transport http clerkchat https://mcp.clerkchat.co/mcp

Then run /mcp in Claude Code to sign in.

ChatGPT

In ChatGPT, add a custom MCP connector (developer mode) with the URL https://mcp.clerkchat.co/mcp and OAuth authentication, then sign in and approve your workspaces.

Cursor

Add to ~/.cursor/mcp.json (or .cursor/mcp.json in a project):

{

"mcpServers": { "clerkchat": { "url": "https://mcp.clerkchat.co/mcp" } } }

Cursor opens the ClerkChat sign-in the first time a tool is used.

Other MCP clients

Any client that supports remote Streamable HTTP servers with OAuth can connect to https://mcp.clerkchat.co/mcp. The server publishes discovery metadata at /.well-known/oauth-protected-resource/mcp.

Try it

• "List the agents in my ClerkChat workspace."
• "Create a support agent called Store support and train it on https://example.com."
• "Add this PDF to Store support." (attach the file)
• "Show me unread WhatsApp conversations from today and draft replies."
• "Take over the conversation with Sarah and reply that her order ships tomorrow."
• "Export this week's leads from the Collect Leads automation."
• "How many conversations did each agent handle in the last 30 days?"

Tools

Workspaces and agents

list_workspaces · list_agents · get_agent · create_agent · update_agent · duplicate_agent · archive_agent · transfer_agent · share_agent_template · get_public_agent_template · upload_agent_avatar · remove_agent_avatar

Knowledge sources

list_sources · get_source · get_source_status · add_website_source · add_text_source · add_knowledge_source · add_document_source · update_source · process_source · archive_source

Documents (PDF, TXT, MD, CSV, TSV, JSON, XLS, XLSX, up to 8 MiB) are sent through MCP. No browser upload is needed.

Channels and integrations

get_channel_status · start_channel_connection · connect_telegram · connect_whatsapp_cloud_api · start_whatsapp_embedded_signup · complete_whatsapp_embedded_signup · register_whatsapp_phone · get_integration · start_integration_oauth · disconnect_integration · connect_stripe_restricted_key · update_stripe_integration · list_slack_channels · update_slack_integration · test_slack_integration · list_helpdesk_ticket_types · set_helpdesk_ticket_type

Supported providers: WhatsApp, Instagram, Messenger, Telegram, Slack, Notion, Shopify, Stripe, Intercom and Zendesk. Provider sign-in (OAuth) completes in your browser. Credentials you send are write-only and never returned.

Conversations

list_conversations · get_conversation · get_conversation_messages · reply_to_conversation · draft_conversation_reply · translate_conversation_message · takeover_conversation · release_conversation · assign_conversation · unassign_conversation · set_conversation_status · set_conversation_priority · set_conversation_category · mark_conversation_read · mark_conversation_unread · get_conversation_unread_summary · get_workspace_conversation_unread_summary · get_conversation_assignment_settings · update_conversation_assignment_settings · get_conversation_notification_settings · update_conversation_notification_settings

Automations and leads

list_automations · get_automation · create_automation · update_automation · delete_automation · enable_automation · disable_automation · list_automation_runs · get_automation_run · list_automation_leads · export_automation_leads · mark_automation_leads_read · get_workspace_lead_notifications

Deployment and analytics

get_deployment_settings · update_deployment_settings · get_widget_embed · get_analytics_summary · get_agent_analytics · get_workspace_analytics

Permissions and safety

• The assistant can only reach the workspaces you approve, with the role and plan you already have in each.
• Write tools take idempotency keys, so a retried request is not applied twice.
• Secrets such as API keys and bot tokens are accepted but never returned in tool output.
• Revoke a client or remove a workspace from MCP in the ClerkChat dashboard. Access stops on the next tool call.

Links

• Website: https://clerkchat.co
• Setup guide: https://clerkchat.co/docs
• Privacy: https://clerkchat.co/privacy
• Terms: https://clerkchat.co/terms
• Support: https://clerkchat.co/contact