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MCP tools

Find the right tool for a customer-support or campaign task.

Reviewed

MCP tools work within your role, allowed numbers and app permissions. Seeing a tool does not grant permission to run it.

Start with MCP setup. Your client shows current inputs and results. Preserve returned identifiers when confirming previews or continuing pagination.

Check the connection

ToolWhat it does
get_workspaceCheck which workspace the client is using.
list_instancesList the WhatsApp numbers you can access.
get_instanceCheck number status and handling mode.
request_permissionsRequest a permission review without granting access.

Look up contacts and segments

ToolWhat it does
list_contactsSearch active contacts.
find_contactFind by exact phone; optionally include archived contacts.
list_recent_contactsRead recently updated active contacts.
get_contactRead a contact, its consent state and labels.
list_labelsList active labels.
list_segmentsList static segments, optionally including archived ones.
get_segmentInspect one static segment.
list_segment_membersRead contact IDs in an active static segment.

Read customer conversations

ToolWhat it does
list_conversationsFind conversations for your permitted numbers.
get_messageRead one message's permitted content and delivery status.
list_conversation_messagesRead a conversation's message history with pagination and filters.
list_message_changesFollow retained message and status revisions for one number.
get_message_mediaRead authorized incoming media from conversations covered by your Inbox access.

Follow the message changes guide for cursors and recovery. Store number and conversation IDs: one contact can have conversations on different numbers.

View templates and reports

ToolWhat it does
list_templatesList cached templates, including supported lifecycle filters.
get_templateRead template content, eligibility and form inputs.
get_campaign_statusRead a campaign's status and delivery counts.
list_campaignsList campaign summaries for one number.
get_campaignRead delivery, failure and settlement summaries.
list_campaign_recipientsRead recipient outcomes and supported failure filters.
get_activity_reportRead messaging, API and webhook-health summaries.

Campaign reads do not grant send or retargeting permission. See campaign results for uncertainty, filters and pagination.

Download incoming media

ToolWhat it does
get_number_message_mediaDownload ready incoming files without general Inbox access.

Media tools return bounded base64 chunks. Decode each chunk, concatenate bytes in offset order and verify the complete file hash. They do not expose storage URLs or upload files.

Read event history

ToolWhat it does
list_recent_eventsRead permitted contact-created and incoming-message events.

Event access does not grant webhook administration or expose signing secrets.

Manage contacts and audiences

ToolWhat it does
upsert_contactCreate or update a contact; preserve opt-out consent.
update_contactUpdate or explicitly restore a contact at its current revision.
create_labelCreate a label.
update_labelRename an eligible active label.
archive_labelArchive an eligible label after checking its dependencies.
apply_contact_labelAttach an existing label to an active contact.
remove_contact_labelRemove a label from a contact.
create_segmentCreate a static segment.
update_segmentUpdate a static segment.
archive_segmentArchive an eligible static segment after dependency checks.
add_segment_memberAdd an active contact to a static segment.
remove_segment_memberRemove a contact from a static segment.

These tools change shared records without permanent deletion. Review contact restoration. Keep the same idempotency key when reconciling an uncertain mutation.

Claim conversations as yourself

ToolWhat it does
get_conversation_assignmentCheck the active session, current owner, revision and teams you can use.
claim_conversationTake an eligible unassigned conversation as yourself after explicit approval.

A claim pauses automated handling but sends no message. It cannot take another teammate's conversation or move it to another team. Follow claim and reply for the separate approvals.

Reply to customers

ToolWhat it does
preview_messagePrepare a text reply for a conversation assigned to you.
preview_rich_messagePreview a text, media, location, contact-card or interactive reply.
preview_media_messagePrepare a reply using an existing authorized shared-media asset.
confirm_messageSubmit the exact reviewed reply after explicit approval.

Replies need a conversation assigned to you and an open service window. Previews expire after five minutes. Queued is not delivered; reconcile uncertainty before retrying.

Send approved templates

ToolWhat it does
preview_template_messagePreview a template, its variables and supported send time.
confirm_template_messageConfirm that unchanged template-message preview after approval.

Template approval does not bypass consent, quality or recipient restrictions. A scheduled template message also needs offline_access.

Schedule template messages

The Schedule template messages choice uses preview_template_message and confirm_template_message with an approved send time and offline_access.

For a single-contact campaign, Schedule broadcasts provides:

ToolWhat it does
preview_scheduled_templatePreview a campaign for a static segment with exactly one contact.

Confirm this campaign with confirm_broadcast. Review its name, contact, singleton segment, variables and delivery time. Campaign authority and offline_access are required.

Schedule broadcasts

ToolWhat it does
preview_broadcastReview the exact recipients, rendered content, sender and scheduled time.
confirm_broadcastSubmit an unchanged broadcast or scheduled-template campaign preview after explicit approval.

Broadcast previews must fit within 100 recipients and 48 KiB; larger previews are rejected. Schedule 30 minutes to 15 days ahead with offline_access. Check the timezone before converting to UTC. See scheduling rules.

Edit template definitions

ToolWhat it does
preview_template_updateReview a complete replacement of an existing template definition.
confirm_template_updateSubmit the unchanged replacement after explicit approval.

An edit affects the template shared by every number in its WhatsApp business account and may remove its approval. It requires unrestricted number access. Create and delete templates in the dashboard; MCP does not expose those operations.

Manage API keys, number handling, webhooks and signing secrets in the dashboard. The REST API reference describes the separate API-key surface.

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