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ConvoBox · ConvoBox MCP for Claude

ConvoBox MCP server for Claude

Connect Claude to your ConvoBox workspace with the ConvoBox MCP server. Then ask in plain English: find a contact, summarise a conversation, check how a broadcast performed, or draft a new template.

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  • Install like a plugin
  • About 2 minutes to connect
  • Your permissions apply
claude · convoboxRead and draft only

Try it yourself

Ask Claude about your business in plain English

Three questions an owner might ask once Claude is connected. The data panel shows what Claude reads from ConvoBox. All numbers and names here are invented.

ClaudeConvoBox connected

Example data, invented. Claude reads broadcast results through the ConvoBox MCP server. Reading only.

Read this example as text

Best broadcast

Example data, invented. Claude reads broadcast results through the ConvoBox MCP server. Reading only.

  1. Claude: Hi! I am connected to your ConvoBox workspace. What would you like to know?
  2. Choices: Which broadcast got the best read rate this month?
  1. Tool get_broadcast_results (period: this month): 6 broadcasts
  2. ConvoBox: Read broadcast results. Read only. Delivery, read and click numbers for each broadcast sent this month.
  3. ConvoBox: Read rate, best three. Example numbers.
  4. Claude: Diwali Preview had the best read rate this month: 91.4% of 8,200 delivered messages were read. Weekend Restock was next at 84.0%, then COD Reminder at 78.3%.
  5. Choices: Why did it do better? / Compare it with the weakest one
  1. Claude: I can only see what is in ConvoBox, so treat this as a guess. Diwali Preview went out at 7 PM, had an image header, and went to the smaller "repeat buyers" list. Test one change at a time before you decide what worked.
  2. ConvoBox: Read only, no changes made. Claude explained the numbers. It did not edit or send anything.
  1. Tool get_broadcast_results (compare: 2 broadcasts): Done
  2. ConvoBox: Read two broadcasts side by side. Same read-only call, narrowed to the best and weakest.
  3. Claude: The weakest was Clearance Alert at 52.7% read. It went to everyone on the list, at 11 AM on a weekday. Diwali Preview went to a smaller, warmer list. The list is likely the biggest difference.

Longest waiting

Example data, invented. Claude reads open chats and the CRM so you can decide who to reply to first.

  1. Claude: Hi! Ask me anything about your contacts, chats, campaigns or pipeline.
  2. Choices: Which leads have waited longest for a reply?
  1. Tool list_conversations (status: open, waiting on you, oldest first): 5 chats
  2. ConvoBox: Read open conversations. Chats where the customer sent the last message, oldest first.
  3. ConvoBox: Waiting for a reply. Example data.
  4. Claude: Five leads are waiting on you. The longest is Suresh, a plot enquiry, at 2 days 4 hours. Next is Divya with a bulk saree question at 1 day 9 hours.
  5. Choices: Summarise Suresh's chat / Who owns these chats?
  1. Tool get_conversation (contact: Suresh): Summarised
  2. ConvoBox: Read one conversation. Read the thread so Claude can summarise it for you.
  3. Claude: Suresh asked for the price of a 1,200 sq ft plot and whether a bank loan is possible. He sent two follow-ups after that. He is waiting for a price and a loan answer. I would reply with both in one message.
  1. Tool get_pipeline (owners of waiting chats): Done
  2. ConvoBox: Read chat owners. Claude can see who owns a chat. It cannot reassign one.
  3. Claude: Three belong to Kiran and two are unassigned. I can only read assignments, not change them. You can assign the two from the ConvoBox inbox.

Draft a follow-up

Example data, invented. Claude drafts the text. A person reviews it and sends it from ConvoBox. Claude does not send messages.

  1. Claude: Hi! What can I look up for you today?
  2. Choices: Draft a follow-up for the leads in Qualified
  1. Tool list_contacts (crm_stage: Qualified): 14 contacts
  2. ConvoBox: Read the Qualified stage. Found 14 contacts in the Qualified stage of the pipeline.
  3. Claude: 14 leads are in Qualified. Here is a draft: "Hi {{1}}, thanks for your enquiry about the Coonoor plots. Would a site visit this Saturday suit you? Reply YES and Kiran will confirm."
  4. ConvoBox: Draft only. Nothing sent.. The draft lives in this chat until a person uses it.
  5. Choices: Make it shorter / Looks good. What next?
  1. Claude: Shorter draft: "Hi {{1}}, can we show you the Coonoor plots this Saturday? Reply YES and Kiran will confirm."
  2. Choices: Looks good. What next?
  1. Claude: I cannot send it. Copy the draft into a template in ConvoBox, get it approved by Meta, then you send it to the Qualified stage yourself.
  2. ConvoBox: A person approves every send. Claude drafts and explains. Sending stays in ConvoBox, with you.

What is the ConvoBox MCP server?

MCP, the Model Context Protocol, is an open standard that lets AI assistants such as Claude use tools and data from other apps.

Read the full explanation

The ConvoBox MCP server gives Claude access to your ConvoBox workspace, so Claude can read and work with your WhatsApp contacts, conversations, broadcasts and CRM within the permissions you grant. Instead of opening dashboards, a business owner can ask Claude questions in plain English, such as which broadcast had the best read rate this month, which leads have been waiting longest for a reply, or how many deals moved to Won this week, and get answers based on live ConvoBox data. Claude can also draft replies and campaign messages for a person to review before anything is sent, and it never sends a message by itself. The ConvoBox MCP server works with Claude and other MCP-compatible AI assistants.

MCP in plain words: what is actually happening?

MCP stands for Model Context Protocol. It is a standard way for an AI assistant to use another app, a bit like a labelled door with a list of what is behind it.

You ask Claude

In normal words, in the Claude app you already use.

The ConvoBox MCP server

Lists what Claude may read or draft, and checks it against the access you granted.

Your ConvoBox workspace

Contacts, chats, broadcasts and the CRM pipeline.

Without MCP, you copy numbers out of dashboards and paste them into Claude. With MCP, Claude fetches them itself, and shows a chip each time it uses ConvoBox. Read the glossary entry for Model Context Protocol.

How do you connect Claude to ConvoBox?

Think of it as a plugin: install it, connect your account, and start asking. About two minutes, no coding.

  1. 1

    Install the ConvoBox connector

    Open Connectors in the Claude app and add ConvoBox.

  2. 2

    Connect your ConvoBox account

    Sign in to ConvoBox when Claude asks, and choose what Claude may use.

  3. 3

    Ask in plain English

    Start a chat in Claude and ask about your contacts, conversations, campaigns or deals.

What can Claude do with ConvoBox, and what can it not?

The honest list. If it is not on the left, do not expect it.

Claude can

  • Look up contacts by name, number, tag or CRM stage
  • Read and summarise conversations
  • Read broadcast results: delivered, read, clicked, failed
  • Check deals, stages and who owns what in the CRM
  • Draft replies, follow-ups and template text for you to review
  • Turn chats and campaigns into a list of next steps

Claude cannot

  • Send WhatsApp messages by itself. It drafts, and you send from ConvoBox
  • Get a template approved by Meta. Approval is Meta's decision
  • See anything outside your ConvoBox workspace
  • Go beyond the access you grant
  • Know why a customer behaved a certain way. It reads data and offers guesses
  • Know your password. It never needs it

Is it safe to connect Claude to your WhatsApp data?

Connecting any assistant to customer data is a decision, so here is how control works.

Treat this like giving a new colleague access. Start narrow, check what they do, then widen it.

  • You grant the access

    Choose what Claude may use. The ConvoBox MCP server works within the permissions you grant, and you can revoke access from ConvoBox.

  • No passwords shared

    You connect your account from inside Claude. Your ConvoBox login password is not shared with Claude. Disconnect any time you want.

  • Claude shows when it uses ConvoBox

    Each time it reads your workspace, a tool chip appears in the chat, so you can see what it looked at.

  • A person approves every send

    Claude drafts. Nothing reaches a customer unless someone reviews it and sends it from ConvoBox.

  • What Claude reads goes into your Claude chat

    It then follows Anthropic's terms for your Claude plan. Ask for what you need, and avoid pasting whole customer lists.

What can you ask Claude?

Plain-English requests to try once Claude is connected. Tool names in the demo are illustrative.

  • Compare this week's two broadcasts and tell me which template worked better.
  • Which quoted deals over ₹20,000 haven't replied in three days?
  • Summarise Rahul Kumar's last conversation and what he is waiting for.
  • Write a utility template for a delivery delay with an apology and tracking link.
  • How many contacts are tagged "wholesale" in Coimbatore?
  • List the COD orders from yesterday that were not confirmed.

Claude MCP questions

Short, direct answers. Still unsure? Message the team on WhatsApp.

What is MCP?

MCP, the Model Context Protocol, is an open standard that lets AI assistants such as Claude connect to tools and data in other apps. See the glossary entry.

What does the ConvoBox MCP server do?

It connects Claude to your ConvoBox workspace, so you can ask Claude about contacts, conversations, broadcasts and your CRM pipeline, and have Claude draft messages and templates.

Can Claude send WhatsApp messages on its own?

No. Claude reads your data and drafts text. You review the draft and send it from ConvoBox, so nothing reaches a customer without a person approving it.

Which Claude apps work with the ConvoBox MCP server?

Claude apps that support MCP connectors can connect to ConvoBox. Contact us for setup help.

Do I need a ConvoBox account?

Yes. The MCP server connects Claude to an existing ConvoBox workspace. Start with the 7-day free trial if you do not have one.

Do I need to be technical to set this up?

No. It works like a plugin: install the ConvoBox connector in Claude, connect your account and start asking. It takes about two minutes. Message the team on WhatsApp if you would like help.

Is my customer data safe when I use Claude?

Claude only reads what you allow, and what it reads becomes part of your chat with Claude, so it follows Anthropic's terms for your Claude plan. Do not share your ConvoBox password with anyone, keep your connection details private, and ask Claude for what you need rather than whole customer lists.

Works together with the rest of ConvoBox

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