Skip to content

Connect Claude to SmartChat.

Add SmartChat to Claude as your own connector. Then you tell Claude which messages should go out automatically in WhatsApp.

One request in Claude replaces the manual work.

Every invitation one by one

  • For an event or promotion, you write every message yourself.
  • Anyone who joins later often gets forgotten.
  • Dates and texts are scattered across many places
  • You lack the energy for changes to the process in the evening.

Describe instead of typing

  • You explain the goal to Claude in your own words.
  • SmartChat sets up the automation and sends it in WhatsApp.
  • New contacts flow into the process on their own.
  • You phrase changes in one sentence, and Claude hands them over to SmartChat.

Add the connector in Claude.

SmartChat appears in Claude as its own connector. Depending on your plan, you set it up yourself or an owner of your organization does it.

  1. Add the connector

    In Claude, open Customize, then Connectors, and choose "Add custom connector". Teams and Enterprise: an owner adds it under Organization settings.

    Claude
  2. Name and address

    You pick a name and enter the address of the SmartChat MCP server. Claude recognizes the sign-in and shows it to you.

    MCP server
  3. Sign in to SmartChat

    With "Connect" you open the SmartChat consent page and set the permissions.

    OAuth
  4. Switch it on in the conversation

    Using the plus sign and "Connectors", you activate SmartChat for that conversation.

    Per conversation

Three requests, three automations.

This is how a winery can give Claude a task for its WhatsApp marketing. Each card shows the trigger and the message your contact reads.

Sign-up through the popup
Sunlit vineyard under a bright sky
👋 Hi Detlef,🍇 welcome to the Weingut Schlossberg, great that you signed up through our website.🍷 Our farm shop is open Wednesday to Saturday, from 10:00 am to 6:00 pm.🧺 To get to know us, there's the Tasting pack with six wines from the south-facing slopes.🧀 If you like, we'll put together a cheese platter that fits the tasting perfectly, and we'll add fresh bread.🚗 You can park right by the gate, and the road to the estate is well signposted.🔔 Reply to us here in the chat if you'd like to pre-order a package, and we'll hold it for you.10:00
View farm shop

Welcome after the popup

You write: Everyone who signs up through the popup on the website gets a welcome message with the opening hours.

On a fixed date
Hand with a wine glass in front of lights at an outdoor celebration
👋 Hi Roland,🍂 on Saturday, November 14, we're celebrating our autumn festival at Weingut Schlossberg and warmly invite you.🕑 It starts at 2:00 pm with a guided walk through the vineyards. It lasts about an hour and ends with a glass of Federweißer.🥖 Afterwards there's Flammkuchen and fresh grape must for all guests.🎶 From the evening, a brass band plays in the courtyard. There's plenty of seating, also for your family.🧥 Please dress warmly, because the tour takes place outdoors.🔔 Please tell us here in the chat how many people you're coming with, and we'll set the tables accordingly.10:00
View harvest festival

Invitation for a date

You write: Invite all contacts via WhatsApp four days before the autumn festival.

Contact writes a keyword
Lovingly wrapped gifts with a bottle of rosé wine
👋 Hi Ilse,🎁 you asked about a gift and we're happy to put together something nice from Weingut Schlossberg, entirely within your budget.🍾 The gift box with two bottles of Riesling and a bottle of sparkling wine is popular.🎀 If you like, we'll tie a ribbon around it and add a card with your text.📦 We wrap everything break-proofand take care of shipping to your home or straight to the person you're gifting.💶 We'll tell you the price and delivery time here in the chat as soon as you've told us the quantity know.🔔 Reply with the quantity you want and we'll send you an offer.10:00
View gifts

Reply to a keyword

You write: Anyone who writes Geschenk gets the gift ideas from the farm shop.

Four requests to copy.

Adjust the business, timing and content. Claude and SmartChat turn it into an automation.

  • Create an automation that immediately sends every contact a confirmation in WhatsApp after they sign up through the landing page.

    After the inquiry

    Anyone who fills in the form on the landing page receives a confirmation.

  • Set up an automation that invites all contacts to the lantern parade on November 10 at 10 am.

    Before the festival

    A fixed day in the calendar triggers the invitation.

  • Set up an automation that thanks contacts with the tag Gast for their visit the next morning.

    After the visit

    A tag on the contact shows that they were there.

  • Build an automation that sends contacts a greeting with the new menu after 90 days of inactivity.

    After a long silence

    Anyone who hasn't replied for a long time gets another message.

An inquiry is answered in WhatsApp.

A catering business receives inquiries through its landing page. The automation confirms them, asks the first questions and gives the team time to prepare the quote.

  • Confirmed right away

    The message goes out as soon as someone signs up through the landing page.

  • With the important questions

    The number of guests and the date are in the very first message.

  • Reply in the inbox

    What your contact replies appears in the inbox.

Build an automation step by step.

You don't have to explain everything in one sentence. Claude keeps working with you in the conversation.

  1. 1

    Name the goal

    You tell Claude who should get what.

    Create an automation: Every contact who signs up for the farm shop newsletter gets a WhatsApp the next day with the tasting package.
  2. 2

    Adjust the text

    If you don't like the tone, you word a change.

    Change the message so that the opening hours come first and the tasting package after.
  3. 3

    Set the timing

    The moment of sending is also part of the request.

    The message should always go out at 10 am the following day.

You can also set up invitations to many families.

A daycare invites families to the lantern parade. You describe the day and the time, and the automation sends the message to the contacts.

  • With date and time

    You set both in the request.

  • Replies in the chat

    Cancellations and confirmations land in the inbox.

  • As an approved template

    The message goes out as a template that Meta has reviewed.

Frequently asked questions about Claude and SmartChat.

How do I add SmartChat to Claude?

In Claude, open Customize and then Connectors, choose "Add custom connector" and enter the name and address of the SmartChat MCP server. After that, you sign in to SmartChat and set the permissions.

What applies to Teams and Enterprise?

According to Anthropic's instructions, owners add the connector there under Organization settings. Everyone else then clicks "Connect" under Customize and Connectors and signs in.

Is this also available in free Claude?

Anthropic mentions one custom connector for free accounts, but not more than one. The current terms are in Anthropic's help section.

How do I use the connector in a conversation?

In the conversation, click the plus sign and then Connectors. There you switch SmartChat on or off for that conversation.

Can I block individual tools?

Yes. In the "Search and tools" menu you switch off tools that Claude shouldn't use. You also choose the permissions in SmartChat itself.

What does Allow always mean?

Claude asks for permission before actions. With "Allow always" the question is skipped in the future. Anthropic recommends doing this only for tools you trust.

What can't Claude do in SmartChat?

Delete things and all plan actions, meaning upgrade, downgrade and cancellation. Both are blocked for MCP access. Everything else the app can do stays open to you, depending on the permissions you choose.

Are there limits for MCP?

No, there are no separate limits for MCP and API. Your plan still determines how many automations you have.

How many automations does my plan include?

Free and Starter include the fixed automation for new contacts. Basic allows 3 automations, one of them fixed, and Pro allows as many as you like.

What do I pay for SmartChat with Claude?

The plan costs €0 in Free, then €299, €499 or €999 per month for Starter, Basic and Pro, each plus VAT. Sending and automations run without credits. Meta's fees are listed here.

Why do I need approved templates?

Outside the inbox, WhatsApp only allows templates that Meta has approved. SmartChat AI writes them for you and submits them, and only then does the automation send.

What happens with STOP?

When a contact writes STOP, they're unsubscribed immediately. They receive neither newsletters nor automations.

Does the same connection work with ChatGPT?

Yes. How to add the MCP server there is described on the page ChatGPT.

Give Claude the goal. In 60 seconds your system is ready.

After you enter your website, SmartChat AI builds a landing page plus a confirmation and thank-you message. After that, you add SmartChat as a connector in Claude.