--- title: "ConvoBox MCP Server for Claude | WhatsApp Data in Claude" description: "The ConvoBox MCP server connects Claude to your account: ask about contacts, chats, broadcasts and your CRM pipeline in plain English, and draft messages." url: https://www.convobox.in/claude-mcp/ publisher: ConvoBox Inc --- 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. you › Which broadcast got the best read rate this month? tool › get_broadcast_results read only you › Which leads have waited longest for a reply? tool › list_conversations read only you › Draft a follow-up for the leads in Qualified. draft › text only you review and send Access in this demo - Contacts and tags - Conversations - Broadcast results - CRM pipeline - Draft text - Send WhatsApp messagesnot available You grant access when you connect. Claude only uses what you allow. 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. Example data, invented. Claude reads broadcast results through the ConvoBox MCP server. Reading only. Tool calls and data 1. Events appear here as the conversation moves. Tap a suggested question below the chat. ### Read this example as text ## 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 ## 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](https://www.convobox.in/whatsapp-glossary/#mcp). ## 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. 1Install the ConvoBox connectorOpen Connectors in the Claude app and add ConvoBox. 2. 2Connect your ConvoBox accountSign in to ConvoBox when Claude asks, and choose what Claude may use. 3. 3Ask in plain EnglishStart a chat in Claude and ask about your contacts, conversations, campaigns or deals. Your ConvoBox login password is never shared with Claude. You can disconnect any time. ## 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 accessChoose what Claude may use. The ConvoBox MCP server works within the permissions you grant, and you can revoke access from ConvoBox. - No passwords sharedYou 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 ConvoBoxEach time it reads your workspace, a tool chip appears in the chat, so you can see what it looked at. - A person approves every sendClaude drafts. Nothing reaches a customer unless someone reviews it and sends it from ConvoBox. - What Claude reads goes into your Claude chatIt 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](https://wa.me/917338519445?text=Hi%20ConvoBox%20team%2C%20I%27d%20like%20to%20know%20more%20about%20ConvoBox.). ### 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](https://www.convobox.in/whatsapp-glossary/#mcp). ### 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 - [**WhatsApp Broadcast**Send approved templates to thousands, schedule them and retry failed numbers.](https://www.convobox.in/whatsapp-broadcast/) - [**Chatbot & Workflow Builder**Trigger-based chatbots with conditions, delays, buttons, lists and forms.](https://www.convobox.in/whatsapp-chatbot-workflow/) - [**WhatsApp CRM**Pipelines, deals, tickets, tasks and owners built on every chat.](https://www.convobox.in/whatsapp-crm/) - [**Shared Team Inbox**One WhatsApp number for the whole team, with assignment and notes.](https://www.convobox.in/team-inbox/) - [**WhatsApp Commerce**Catalog, orders, payments and delivery tracking inside the chat.](https://www.convobox.in/whatsapp-ecommerce/) - [**Shopify WhatsApp App**Order updates, COD confirmation, abandoned cart recovery and revenue tracking.](https://www.convobox.in/shopify-whatsapp/) - [**Templates & WhatsApp Flows**Marketing, utility, carousel and Flow templates, plus native WhatsApp forms.](https://www.convobox.in/whatsapp-templates-flows/) - [**AI Agents**AI agents that answer, qualify and hand over on WhatsApp. Voice agent in development.](https://www.convobox.in/whatsapp-ai-agent/) - [**Meta Ads Integration**Auto-tag click-to-WhatsApp leads, sync Lead Ads forms to the CRM and send CRM signals back to Meta.](https://www.convobox.in/meta-ads/) - [**Android Team Inbox App**The full shared team inbox on Android, with admin and agent login.](https://www.convobox.in/android-app/) Get started today ## Connect Claude to your WhatsApp business Connect your number to the official WhatsApp Business API and launch your first broadcast, chatbot or Shopify automation the same day. - 7-day free trial - No credit card - Official Meta Tech Partner - Hand-held onboarding --- Source: https://www.convobox.in/claude-mcp/ · © ConvoBox Inc