Integration · Communication

Connect Claude & ChatGPT to DoubleTick

Ask your AI which WhatsApp chats in DoubleTick are still unresolved, what a customer asked about yesterday, or to send an approved template. It can read chats and messages, assign chats to your team, add internal notes, tag customers and manage broadcast groups. Your shared WhatsApp inbox gets a helper that reads and acts on your instructions.

Connect DoubleTick free

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

Try asking

“Which chats are unresolved and not assigned to anyone?”
The AI lists chats filtered by status and assigned agent.
“Summarise my chat with +45 20 12 34 56 from last week.”
It gets an AI summary of that chat for the dates you gave.
“Assign the chat with +45 20 12 34 56 to Sofie.”
It finds Sofie's number in the team and assigns the chat to her.

What your AI can do

Chats and messages

List chats by status, tag or agent, read messages, get an AI summary of a chat, check chat status and message delivery, and add internal notes.

Templates and broadcasts

Find approved WhatsApp templates and send them to one customer, several customers or a whole broadcast group.

Customers and team

Tag customers and set custom fields, assign or unassign chats, manage broadcast groups and look up team members and WhatsApp groups.

“Send the order_shipped template to +45 20 12 34 56.”
It finds the approved template and sends it from your WhatsApp Business number. This sends a real message.
“Tag this customer as VIP and add a note that they prefer calls.”
It adds the tag to the customer and an internal note to the chat. The note is not sent to the customer.
“Did yesterday's reminder reach everyone?”
It checks the delivery status (sent, delivered, read or failed) of the messages.

25 tools for DoubleTick

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

add_broadcast_group_membersChanges dataAdd `members` (phone and name) to a broadcast group by `group_id`.
add_noteChanges dataAdd an internal note (not sent to the customer) to a chat with `note`, `to` and `from`, or `group_id`.
assign_chatChanges dataAssign a customer chat to a team member by `waba_number`, `customer_phone_number` and `assigned_user_phone_number`.
create_broadcast_groupChanges dataCreate a broadcast group with a `name` and optional `members` (phone and name).
get_chat_ai_summaryGet an AI summary of a customer chat between `start_date` and `end_date` by `waba_number` and `customer_number`.
get_chat_messagesGet the messages in a chat with one customer by `waba_number` and `customer_number`, optionally between dates.
get_chat_statusGet the status of a chat (such as open or resolved and whether the 24-hour window is open) by `waba_number` and `customer_phone_number`.
get_customerGet a customer's details (name, tags, custom fields) by `phone_number` or `customer_id`.
get_message_statusGet the delivery status (sent, delivered, read, failed) of a sent message by `message_id`.
get_teamGet your team and its members.
get_team_memberGet one team member's details by their phone number (`agent_number`).
get_wallet_balanceGet your DoubleTick wallet balance for message charges.
list_broadcast_groupsList broadcast groups (contact lists), optionally with a `search_query`.
list_channelsList your WhatsApp Business numbers (channels) and their profile details. Use to find the WABA number other tools need.
list_chatsList chats, filtered by `status` (unread, unresolved, open and more), tags, WABA numbers or assigned agent. Paginate with the returned cursor.
list_notesList internal notes on a customer chat (`to` customer and `from` WABA number) or a WhatsApp group (`group_id`).
list_quick_repliesList saved quick replies, optionally filtered by `search_term`.
list_templatesList WhatsApp message templates, filtered by `name`, `status`, `category` or `language`. Use to find an approved template before sending.
list_whatsapp_group_participantsList the participants of a WhatsApp group by `group_id`.
list_whatsapp_groupsList WhatsApp groups on a WABA number (`waba_number`).
remove_customer_tagsDeletesRemove `tags` and `custom_fields` from a customer by `phone`.
send_broadcastVisible to othersSend an approved template to every member of a broadcast group by `group_name`, with `content` (templateName, language, templateData). Sends real messages to many people.
send_template_messageVisible to othersSend an approved WhatsApp template to one or more customers. Each item in `messages` needs `to`, `from` (your WABA number) and `content` with templateName, language and templateData. Sends real messages.
unassign_chatChanges dataRemove the assigned team member from a customer chat by `waba_number` and `customer_phone_number`.
update_customer_tagsChanges dataAdd tags and set custom fields on a customer by `phone`, optionally updating name, opt-in and assigned agent.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose DoubleTick from the app list.
2
Paste your key
Paste a DoubleTick API key. Log in at web.doubletick.io, click Settings in the sidebar, scroll down to Developer Documentation and click Create new key. Copy the key and paste it here.
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 DoubleTick?

The AI can list chats, read messages and notes, summarise a chat, check chat and message status, and look up customers, templates, quick replies, broadcast groups, WhatsApp groups, channels, your team and your wallet balance. It can send approved templates to customers or a broadcast group, assign and unassign chats, add notes, tag customers and manage broadcast groups.

Does the AI see my DoubleTick credentials?

No. Your DoubleTick API key is encrypted at rest and never shown to the AI. After you save it, it is 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 read-only. Sending a template or a broadcast sends real WhatsApp messages, and removing tags changes customer data, so these can require your approval before they run. 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 DoubleTick account.

Can the AI send any WhatsApp message it likes?

No. The AI sends approved WhatsApp message templates, to one or more customers or to a broadcast group. It can check whether a chat's 24-hour window is open, look up your templates and quick replies, and add internal notes that are not sent to the customer.