Customer Pro
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The CustomerPro MCP server: your WhatsApp Business account, inside your AI assistant

Connect CustomerPro to Claude, ChatGPT, Cursor, VS Code or Windsurf and ask for things in plain language: "Who messaged about the 2BHK in Baner this week?", "Send the Diwali offer template to my VIP list", "How did yesterday's campaign do?". The assistant uses CustomerPro's tools on your account, with only the permissions you approve.

Start free, then connect MCP

Who it is for

For owners and teams who already work with an AI assistant

If you already use an AI assistant for writing, planning or code, this gives it safe, scoped access to your customer conversations.

Owners who want answers, not dashboards

Ask how many leads came in, which ones are waiting for a reply, and what they asked about, without opening five screens.

Marketing and campaign managers

Draft a campaign with the assistant, pick the audience from your lists, and launch it with an approved template.

Developers and agencies

Use CustomerPro from Cursor or VS Code while you build: look up a contact, check a template, test a flow on your own number.

What it can do

What your assistant can do

Tools are grouped by the permission they need. Tools a connection is not allowed to use are not offered to the assistant at all.

Read

Contacts and lists
Find a contact by name, phone or email, see their details and which lists they are on.
Conversations
Read recent conversations and messages, and see which chats are waiting for a reply.
Templates
List approved templates with their variables, so the assistant picks a valid one.
Campaigns and analytics
See campaigns with sent, delivered, read and failed counts.

Act

Send a message
Reply inside the 24-hour window, or send an approved template outside it.
Create and update contacts
Add a contact, fix a name, or update custom fields.
Campaigns and flows
Create a campaign and launch it, or start a flow for a contact.
Draft templates
Write a new template or fix a rejected one, and submit it to Meta once you confirm.
Run an AI agent
Hand a conversation or a task to one of your CustomerPro AI agents.

Off by default, two-step confirm

Bulk send and bulk update
Messaging or updating many contacts at once. Needs the bulk permission and a second confirmation.
Delete
Deleting contacts or other records. Needs the delete permission and a second confirmation.

Setup

Add the connector in a few clicks

CustomerPro is a remote MCP server with OAuth sign-in. There is nothing to install and no API key to paste.

  1. 1

    Copy the connector URL

    Use the address below. It is the same for every assistant.

  2. 2

    Add it as a custom connector

    In Claude or ChatGPT, open the connectors settings and add a custom connector. In Cursor, VS Code or Windsurf, add a remote MCP server in the MCP settings.

  3. 3

    Sign in to CustomerPro

    A CustomerPro sign-in window opens. Sign in with your normal account.

  4. 4

    Choose a number and approve permissions

    Pick the WhatsApp number the assistant may use, and tick only the permissions it needs. Bulk and delete stay off unless you turn them on.

  5. 5

    Ask something simple first

    Try "List my five most recent conversations". Once that works, try an action on your own number.

https://customerpro.in/mcp
Screenshot coming soon
The CustomerPro consent screen: choose a WhatsApp number and permissions
Screenshot coming soon
An assistant listing recent WhatsApp conversations through CustomerPro

Security and permissions

You decide what the assistant may do

  • OAuth 2.1 sign-in with consent

    The assistant never sees your password. You approve access on a CustomerPro screen, and you can revoke it at any time.

  • Scoped permissions

    contacts:read, contacts:write, messages:read, messages:send, templates:read, templates:write, campaigns:read, campaigns:write, flows:read, flows:write and agents:run. Grant only what you need.

  • One WhatsApp number per connection

    Each connection is tied to the number you choose, so an assistant cannot reach your other numbers.

  • Destructive actions need two steps

    Delete and bulk are separate permissions, off by default, and each call asks for a second confirmation.

  • WhatsApp rules still apply

    Outside the 24-hour window, only approved templates can be sent — exactly as in the inbox.

  • Wallet charges only for our AI

    Only tools that run CustomerPro's own AI, such as running an agent, are paid from your wallet. Reads do not, and sends only where your workspace pays for WhatsApp from its wallet.

How we handle your data is set out in our Privacy Policy and Terms of Service.

Example workflows

What people ask for

Morning lead check

Owners and sales heads

  1. 1. "Which new leads from yesterday have not had a reply?"
  2. 2. The assistant reads conversations and lists them with what each person asked.
  3. 3. "Send the site-visit template to the first three."

Campaign in one conversation

Marketing

  1. 1. "Show me our approved offer templates."
  2. 2. "Create a campaign for the VIP list with the second one."
  3. 3. You review the draft, then say "launch it".
  4. 4. Later: "How many read it?"

Tidy up contacts

Operations

  1. 1. "Find contacts with no name who messaged this month."
  2. 2. The assistant suggests names from the conversation.
  3. 3. You approve, and it updates each contact.

Documentation

Read before you connect

Questions about CustomerPro MCP server

MCP (Model Context Protocol) is an open standard that lets an AI assistant use tools from other software. The CustomerPro MCP server gives assistants such as Claude, ChatGPT, Cursor and VS Code a set of WhatsApp Business tools — reading contacts and conversations, sending messages, running campaigns — tied to your own CustomerPro account.

Any assistant that supports remote MCP servers with OAuth sign-in. Claude, ChatGPT, Cursor, VS Code and Windsurf all do. You add the connector URL once, sign in to CustomerPro, and approve what the assistant is allowed to do.

Only if you gave it the messages:send permission, and most assistants still show you each tool call before it runs. Deleting records and bulk sends are off by default; even when you enable them, each one needs a second confirmation before anything happens.

No. Meta's rules apply exactly as they do in the inbox. Inside the 24-hour customer service window the assistant can send a normal reply. Outside it, it can only send a template Meta has already approved.

Only tools that run CustomerPro's own AI, such as asking one of your AI agents to handle a conversation, are paid from your wallet. Reading data, sending messages and updating contacts do not. The assistant you connect from (Claude, ChatGPT and so on) is billed by its own provider.

All paid plans include the MCP server. The free plan and trials do not; upgrade from Billing and connect straight away.

Revoke it from your CustomerPro account and its access ends immediately. You can also remove the connector inside the assistant, but revoking on our side is the one that guarantees it can no longer call your account.

Connect your assistant

Create a CustomerPro account on a paid plan, connect your WhatsApp number and set up your templates, then add the connector URL above to your assistant.

Start free, then connect MCP

14-day trial · no card required · your Meta account stays yours

Other ways to connect Customer Pro

CustomerPro for Claude Soon Ask Claude to find a customer, draft a WhatsApp reply, send an approved template or check a campaign. Connect CustomerPro to Claude in a few clicks. CustomerPro Design Studio MCP Connect Claude or Codex to the CustomerPro Design Studio. Make your own post designs, restyle an Autopilot post and preview it in your brand.

Customer Pro is an independent product. It is not affiliated with or endorsed by Meta, WhatsApp. WhatsApp is a trademark of Meta Platforms, Inc.