Integration · Communication

Connect Claude & ChatGPT to B2Chat

Ask your AI what customers wrote in B2Chat yesterday, which contacts have a certain tag, or which WhatsApp templates are approved for your number. It can create and update contacts, add or remove tags, and send an approved WhatsApp template to a customer, with your approval if you want it.

Connect B2Chat free

Free plan, no credit card. Takes about a minute.

Try asking

“Show yesterday's chats handled by agent Maria.”
The AI lists the chat conversations in that date range for that agent, with their messages.
“Find the contact with mobile +57 300 123 4567 and tag them VIP.”
It looks up the contact by mobile number and adds the VIP tag. If the tag does not exist yet, it can be created.
“Which WhatsApp templates are approved for our main number?”
It lists your connected WhatsApp Business numbers, then the templates for the number you pick, filtered by approval status.

What your AI can do

Chats

List chat conversations with their messages, filtered by date range, agent, contact, chat ID or messaging channel.

Contacts and tags

Find, create and update contacts, and add or remove tags on a contact.

WhatsApp templates

List your WhatsApp Business numbers and their templates, read a template's variables and send an approved template to a recipient.

“Send the order_ready template to this customer with order number 1234.”
It reads the template and its variables, fills in the order number and sends it from your business number. This is a real WhatsApp message.
“Add these three new leads as contacts.”
It creates the contacts with mobile numbers in international format, plus name, email and company where you give them.
“Update Ana Gómez's email address.”
It finds Ana's contact ID and updates the contact with the new email, keeping her mobile number.

11 tools for B2Chat

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_contact_tagsChanges dataAdd tags to a contact by `contact_id`, passing `tags` as a list of names. `tag_actions` ASSIGN_TAG creates missing tags; SKIP_TAGS ignores them.
create_contactsChanges dataCreate one or more contacts from `contacts` (each needs `mobile` in international format, plus optional fullname, email, company, city, country and custom attributes).
get_whatsapp_templateGet one WhatsApp template by `template_name` for a business `phone_number`, including its text and variables.
list_ai_assistantsList the account's B2Chat AI assistants, optionally only active ones.
list_chatsList chat conversations with messages, filtered by date range, agent, contact, chat ID or messaging channel. Results are paginated.
list_contactsList B2Chat contacts page by page, optionally filtered by created/updated date range or an exact lookup by id, name, email or mobile. Use to find a contact's ID.
list_whatsapp_numbersList the WhatsApp Business numbers connected to the account. Use a number as `from` when sending templates.
list_whatsapp_templatesList the WhatsApp message templates for one business `phone_number`, optionally filtered by approval `status`.
remove_contact_tagsMoves moneyRemove the given `tags` from a contact by `contact_id`. The tags themselves are not deleted.
send_whatsapp_templateVisible to othersSend an approved WhatsApp template message `template_name` from business number `from` to recipient `to`, with variable `values`. This sends a real message to the recipient.
update_contactChanges dataUpdate a contact by `contact_id` with new details in `contact` (mobile is required; name, email, company, address, country, custom attributes optional).

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose B2Chat from the app list.
2
Paste your key
Paste your B2Chat API username (client_id) and password (client_secret). You need a B2Chat administrator account: open General settings > Integrations > BotApi and copy both values.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in B2Chat?

The AI can list chats with their messages, list and look up contacts, WhatsApp Business numbers, WhatsApp templates and your B2Chat AI assistants. It can create and update contacts, add and remove contact tags, and send approved WhatsApp templates.

Does the AI see my B2Chat credentials?

No. Your B2Chat credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with reading chats and contacts only. Sending a WhatsApp template reaches a real customer and can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own B2Chat account.

Where do I find my B2Chat API username and password?

Sign in to B2Chat with an administrator account and open General settings > Integrations > BotApi. The username is the client_id and the password is the client_secret. Paste both into PipMCP.