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    Today

    Is there an MCP server that connects Claude to our office?

    The supervisor spotted a question about AI assistants and routed it to developer support

    Developer support · AI

    Yes, Office MCP. Add one URL and one token, and your assistant can see your office chats, campaigns and CRM.

    Office MCP is the RealOffice.AI MCP (Model Context Protocol) server. It lets Claude, Cursor, ChatGPT and any MCP client that connects to a remote server read your office WhatsApp chats, phone calls, campaigns and agents, and work with the built-in CRM. To send messages from your own code, use the WhatsApp API.

    One question to Claude, answered from your office

    An office manager asks Claude what happened today. Claude calls Office MCP tools and answers from the data itself.

    What happened in the office since this morning? Any tasks stuck?

    Claude · Office MCP

    Since 08:00 there were 9 WhatsApp conversations and 4 phone calls. On his call, Avi asked to see the Herzl Street apartment again. Yael has 2 overdue tasks.

    Claude called get_recent_whatsapp_conversations, get_calls, get_call_data and crm_task_summary

    Note on Avi's card that we'll call him back today at 16:00

    Claude called crm_add_note

    Claude · Office MCP

    Done. The note is on Avi's CRM timeline.

    What the assistant can see

    Every tool works only on the office the token belongs to.

    • Office and numbersget_office_info and get_whatsapp_accounts: your office profile and WhatsApp numbers, with no secrets and masked tokens.
    • WhatsApp conversationsget_recent_whatsapp_conversations and get_whatsapp_conversation: recent chats by number and date range, and the messages of one chat.
    • Phone callsget_calls and get_call_data: the list of transcribed calls, and the details and summary of one call. Call transcription
    • Campaignsget_recent_campaigns, get_campaign_results and get_campaign_responders: status, progress and who replied.
    • Agentsget_agent_list and get_recent_agent_activations: your agents, without their instructions, and their recent activations.
    • Contacts and ticketssearch_contacts and get_contact for contacts, and get_tickets and add_or_update_ticket for support tickets with RealOffice.

    CRM tools

    Tools starting with crm_ follow your own CRM schema. The assistant starts with crm_describe_schema, then reads and updates clients, tasks and pipelines.

    Clients and contacts

    • TOOLcrm_queryQuery any record type with filters, sorting and free-text search.
    • TOOLcrm_get_client_360The full picture of a client: fields, contacts, pipelines, tasks, timeline and files.
    • TOOLcrm_get_client_for_contactThe client a contact belongs to, optionally creating it.
    • TOOLcrm_upsert_clientCreate a client or update its fields.
    • TOOLcrm_archive_clientArchive or restore a client.
    • TOOLcrm_link_contact_to_clientLink a contact to a client, with a role.
    • TOOLcrm_unlink_contact_from_clientUnlink a contact from a client.
    • TOOLcrm_update_contact_fieldsUpdate contact fields.
    • TOOLcrm_set_client_external_refStore an id from an external system on a client.
    • TOOLcrm_bulk_updateApply one change to every client matching a filter, previewed by default.
    • TOOLcrm_resolve_audienceTurn a filter or saved view into a list of contacts for a campaign.

    Timeline

    • TOOLcrm_add_noteAdd a note to the timeline of a client, contact, task or pipeline entry.
    • TOOLcrm_log_callLog a phone call: summary, duration and outcome.
    • TOOLcrm_get_timelineRead the timeline: notes, calls, stage changes, tasks and AI summaries.

    Tasks

    • TOOLcrm_list_tasksList tasks with filters.
    • TOOLcrm_get_taskOne task with its checklist, links and comments.
    • TOOLcrm_create_taskCreate a task.
    • TOOLcrm_update_taskUpdate a task.
    • TOOLcrm_complete_taskMark a task done, or reopen it.
    • TOOLcrm_add_task_commentComment on a task.
    • TOOLcrm_task_checklistAdd, check or remove a checklist item.
    • TOOLcrm_task_summaryOverdue, due today and due this week counts, plus load per assignee.
    • TOOLcrm_list_assigneesWho can own a task: office users and AI agents.

    Pipelines

    • TOOLcrm_list_pipelinesPipelines and their stages.
    • TOOLcrm_upsert_pipelineCreate or update a pipeline.
    • TOOLcrm_archive_pipelineArchive or restore a pipeline.
    • TOOLcrm_enroll_in_pipelinePut a client into a pipeline.
    • TOOLcrm_move_stageMove an entry to another stage.
    • TOOLcrm_update_pipeline_entryUpdate amount, expected close date and owners.
    • TOOLcrm_list_pipeline_entriesEntries in a pipeline.
    • TOOLcrm_pipeline_analyticsPipeline numbers by stage.
    • TOOLcrm_stuck_entriesEntries that went past their stage target time.
    • TOOLcrm_client_status_breakdownHow many active clients sit in each status.

    Schema and views

    • TOOLcrm_describe_schemaYour CRM schema in one call. The place to start.
    • TOOLcrm_upsert_fieldAdd or update a field.
    • TOOLcrm_upsert_field_optionsUpdate the options of a choice field.
    • TOOLcrm_archive_fieldArchive a field.
    • TOOLcrm_restore_fieldRestore an archived field.
    • TOOLcrm_reorder_fieldsSet the display order of fields.
    • TOOLcrm_update_entityUpdate the settings of a record type.
    • TOOLcrm_list_viewsSaved views.
    • TOOLcrm_upsert_viewCreate or update a view.
    • TOOLcrm_delete_viewDelete a view.
    • TOOLcrm_list_templatesReady-made CRM templates by industry.
    • TOOLcrm_apply_templateApply a CRM template to your office.
    • TOOLcrm_export_schemaExport the schema.
    • TOOLcrm_import_schemaImport a schema.

    Custom objects

    • TOOLcrm_create_custom_objectA new record type, such as a property, a policy or a course.
    • TOOLcrm_archive_custom_objectArchive or restore a record type.
    • TOOLcrm_upsert_recordCreate or update a record.
    • TOOLcrm_archive_recordArchive or restore a record.
    • TOOLcrm_link_recordLink a record to a client or contact.

    Client configuration

    The server speaks Streamable HTTP at https://office-mcp.realoffice.ai/, and the token goes in an api-token header. Claude Desktop connects through mcp-remote, which forwards the header to the server.

    {
      "mcpServers": {
        "realoffice": {
          "url": "https://office-mcp.realoffice.ai/",
          "headers": {
            "api-token": "YOUR_OFFICE_MCP_TOKEN"
          }
        }
      }
    }

    Connect in three steps

    1. 1Get a token

      In app.realoffice.ai, open Integration, then API Accounts, and copy the key of the OfficeMcpApi account. If there is none, create an API account with exactly that name.

    2. 2Add the server

      Paste the configuration for your client, with the URL and the token, and restart the client.

    3. 3Ask a question

      Start with something simple, like "What are our office details?". The assistant calls get_office_info, and you know the connection works.

    What keeps your data safe

    • One token, one officeThe office comes from the token only, never from a value the client sends. A token for one office cannot see another.
    • A dedicated account onlyThe server accepts only the token of an active API account named OfficeMcpApi. Your other API keys are rejected.
    • Cut access in one clickDisable the account or regenerate its key on the API Accounts screen, and the assistant's access stops.
    • No secrets in responsesWhatsApp tokens are masked, and office and agent details come back without secrets or agent instructions.
    • No message sendingOffice MCP has no tool that sends WhatsApp messages or starts campaigns. It reads data and works with the CRM and support tickets.
    • Bulk changes are previewedcrm_bulk_update runs as a preview by default and shows how many records would change before anything does.

    Questions about Office MCP

    What is an MCP server?

    MCP (Model Context Protocol) is an open standard that lets AI assistants use external tools. An MCP server exposes tools, and the assistant decides when to call them to answer your question.

    Which assistants does it work with?

    Any MCP client that connects to a remote Streamable HTTP server and sends an api-token header: Cursor, Claude Code, VS Code, and Claude Desktop through mcp-remote. In ChatGPT, check that your connector settings allow a custom header.

    Is there a WhatsApp MCP that sends messages?

    Office MCP reads your WhatsApp conversations but does not send messages. For sending and scheduling, use the WhatsApp API.

    Can the assistant change my CRM?

    Yes. The crm_ tools create and update clients, tasks, notes and pipeline stages, and field and stage changes show up on the record's timeline. Built-in CRM

    What does the AI assistant see of my data?

    Only what the tools return, and only from the token's office. The data goes to the assistant you chose, so check its privacy policy as well.

    Let's talk

    RealOffice.AI

    Hi, this is the RealOffice.AI agent. Leave your details and we'll get back to you with a demo built around your business.

    Prefer to talk now? 053-5908627 · sales@realoffice.ai