Overview
Connect Claude, ChatGPT or another AI assistant to your Callbell account, then ask it about your contacts and conversations in your own words. For example:
- "Show me the last messages from +34 600 000 000."
- "Which contacts tagged
refund-requestare assigned to the Support team?" - "Add an internal note to this contact with a summary of the conversation."
- "Send our approved
order_updatetemplate to this contact."
What the assistant can and can't do
When you connect, you choose between two levels of access: Read only (the default), or Read and write if you tick Allow ... to make changes.
| Action | Read only | Read and write | |
|---|---|---|---|
| Contacts | Find a contact by phone number | ✅ | ✅ |
| List contacts by tag, team or channel type | ✅ | ✅ | |
| See a contact's details, such as tags, custom fields, team, assigned user and contact note | ✅ | ✅ | |
| Rename a contact, add or remove tags, fill in custom fields | ❌ | ✅ | |
| Search contacts by name | ❌ | ❌ | |
| Create or delete a contact | ❌ | ❌ | |
| Create new tags or custom fields | ❌ | ❌ | |
| Edit the contact note | ❌ | ❌ | |
| Conversations | Read a conversation's messages, including internal notes | ✅ | ✅ |
| Add an internal note | ❌ | ✅ | |
| Move a conversation to another team | ❌ | ✅ | |
| Close a conversation | ❌ | ✅ | |
| Reopen a conversation | ❌ | ❌ | |
| Assign a conversation to a user, or unassign it | ❌ | ❌ | |
| Start or stop the bot in a conversation | ❌ | ❌ | |
| See or change a conversation's funnel stage | ❌ | ❌ | |
| Messages | Send a WhatsApp text message within the 24-hour customer service window | ❌ | ✅ |
| Send an approved WhatsApp template, also outside the 24-hour window | ❌ | ✅ | |
| Send images, documents, audio or video, or media templates | ❌ | ❌ | |
| Send a message on Instagram, Facebook Messenger or Telegram | ❌ | ❌ | |
| Start a conversation with a new phone number | ❌ | ❌ | |
| Check whether a message was delivered or read | ❌ | ❌ | |
| Delete a message | ❌ | ❌ | |
| Account | See your channels, teams and WhatsApp templates | ✅ | ✅ |
| See the members of a team | ❌ | ❌ | |
| Create or edit channels, teams or templates | ❌ | ❌ | |
| Change a user's availability or custom status | ❌ | ❌ |
For the actions marked ❌ in both columns, use Callbell directly. To change the level of access later, disconnect the app and connect it again.
The assistant works with the whole Callbell account: it can see all contacts and conversations, not only the ones assigned to you. Only connect apps you trust, and keep read-only access when the assistant doesn't need to change anything.
What you need
- An AI app that supports custom connectors, such as Claude or ChatGPT.
- A Callbell user with access to the account settings.
- The Callbell address, which you paste in your AI app:
https://ai.callbell.eu/mcp
There is no API key to create: the first time you connect, you simply log in with your Callbell user.
How the connection works
- You add Callbell in your AI app with the address above.
- The app opens a Callbell page, where you log in if you aren't logged in already.
- Callbell shows what the app is asking for. You choose what it may do and click Allow.
Each connection is personal: every teammate connects with their own Callbell login. All connections are listed in Callbell, where they can be removed at any time (see Manage connections). Callbell never shares your password with the AI app.
Set up your AI app
To see or remove the apps connected to your account, read Manage connections.