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
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?
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
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 numbers
get_office_infoandget_whatsapp_accounts: your office profile and WhatsApp numbers, with no secrets and masked tokens. - WhatsApp conversations
get_recent_whatsapp_conversationsandget_whatsapp_conversation: recent chats by number and date range, and the messages of one chat. - Phone calls
get_callsandget_call_data: the list of transcribed calls, and the details and summary of one call. Call transcription - Campaigns
get_recent_campaigns,get_campaign_resultsandget_campaign_responders: status, progress and who replied. - Agents
get_agent_listandget_recent_agent_activations: your agents, without their instructions, and their recent activations. - Contacts and tickets
search_contactsandget_contactfor contacts, andget_ticketsandadd_or_update_ticketfor 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
- TOOL
crm_queryQuery any record type with filters, sorting and free-text search. - TOOL
crm_get_client_360The full picture of a client: fields, contacts, pipelines, tasks, timeline and files. - TOOL
crm_get_client_for_contactThe client a contact belongs to, optionally creating it. - TOOL
crm_upsert_clientCreate a client or update its fields. - TOOL
crm_archive_clientArchive or restore a client. - TOOL
crm_link_contact_to_clientLink a contact to a client, with a role. - TOOL
crm_unlink_contact_from_clientUnlink a contact from a client. - TOOL
crm_update_contact_fieldsUpdate contact fields. - TOOL
crm_set_client_external_refStore an id from an external system on a client. - TOOL
crm_bulk_updateApply one change to every client matching a filter, previewed by default. - TOOL
crm_resolve_audienceTurn a filter or saved view into a list of contacts for a campaign.
Timeline
- TOOL
crm_add_noteAdd a note to the timeline of a client, contact, task or pipeline entry. - TOOL
crm_log_callLog a phone call: summary, duration and outcome. - TOOL
crm_get_timelineRead the timeline: notes, calls, stage changes, tasks and AI summaries.
Tasks
- TOOL
crm_list_tasksList tasks with filters. - TOOL
crm_get_taskOne task with its checklist, links and comments. - TOOL
crm_create_taskCreate a task. - TOOL
crm_update_taskUpdate a task. - TOOL
crm_complete_taskMark a task done, or reopen it. - TOOL
crm_add_task_commentComment on a task. - TOOL
crm_task_checklistAdd, check or remove a checklist item. - TOOL
crm_task_summaryOverdue, due today and due this week counts, plus load per assignee. - TOOL
crm_list_assigneesWho can own a task: office users and AI agents.
Pipelines
- TOOL
crm_list_pipelinesPipelines and their stages. - TOOL
crm_upsert_pipelineCreate or update a pipeline. - TOOL
crm_archive_pipelineArchive or restore a pipeline. - TOOL
crm_enroll_in_pipelinePut a client into a pipeline. - TOOL
crm_move_stageMove an entry to another stage. - TOOL
crm_update_pipeline_entryUpdate amount, expected close date and owners. - TOOL
crm_list_pipeline_entriesEntries in a pipeline. - TOOL
crm_pipeline_analyticsPipeline numbers by stage. - TOOL
crm_stuck_entriesEntries that went past their stage target time. - TOOL
crm_client_status_breakdownHow many active clients sit in each status.
Schema and views
- TOOL
crm_describe_schemaYour CRM schema in one call. The place to start. - TOOL
crm_upsert_fieldAdd or update a field. - TOOL
crm_upsert_field_optionsUpdate the options of a choice field. - TOOL
crm_archive_fieldArchive a field. - TOOL
crm_restore_fieldRestore an archived field. - TOOL
crm_reorder_fieldsSet the display order of fields. - TOOL
crm_update_entityUpdate the settings of a record type. - TOOL
crm_list_viewsSaved views. - TOOL
crm_upsert_viewCreate or update a view. - TOOL
crm_delete_viewDelete a view. - TOOL
crm_list_templatesReady-made CRM templates by industry. - TOOL
crm_apply_templateApply a CRM template to your office. - TOOL
crm_export_schemaExport the schema. - TOOL
crm_import_schemaImport a schema.
Custom objects
- TOOL
crm_create_custom_objectA new record type, such as a property, a policy or a course. - TOOL
crm_archive_custom_objectArchive or restore a record type. - TOOL
crm_upsert_recordCreate or update a record. - TOOL
crm_archive_recordArchive or restore a record. - TOOL
crm_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
1Get a token
In app.realoffice.ai, open Integration, then API Accounts, and copy the key of the
OfficeMcpApiaccount. If there is none, create an API account with exactly that name.2Add the server
Paste the configuration for your client, with the URL and the token, and restart the client.
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 previewed
crm_bulk_updateruns 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
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