What the assistant can do — tool reference

These are the 43 abilities your assistant gains once ChatSyncs is connected. You never call them by name — you ask in plain English and the assistant picks. They’re listed so you know what’s possible.

Reading the table. Read means it only looks something up and changes nothing. Destructive means it removes or blocks something, so your AI app is told to ask for a firmer confirmation. Everything else writes or sends.

Messaging

Ability	What it does	Type
`send_text_message`	Sends a plain text WhatsApp message	send
`send_template_message`	Sends an approved template, by name, filling in its variables, any button link and the reply each quick-reply button runs — the only way to reach someone after 24 hours	send
`send_interactive_buttons`	Sends a message with up to 3 tappable reply buttons	send
`send_file`	Sends an image, video, audio file or document	send
`upload_media`	Uploads a file to WhatsApp and returns a reusable id	write
`get_conversation`	Reads the recent message history with a contact, as short readable lines	read
`get_message_status`	Checks whether a message was delivered or read	read
`list_templates`	Lists your message templates, their variables, and which can be sent from here	read
`create_template`	Creates a new message template (a normal message, a one-time passcode or a carousel) and submits it to WhatsApp for approval	write
`get_template_status`	Checks live whether a template is approved, still in review or rejected, with the reason and what to do next	read
`list_postbacks`	Lists the button ids configured on your number, the replies a template’s quick-reply buttons can run	read
`list_bot_flows`	Lists your chatbot flows	read
`trigger_bot_flow`	Starts one of your chatbot flows for a contact	write

send_text_message, send_file and send_interactive_buttons only reach someone who messaged you in the last 24 hours. Outside that window, use an approved template — see Understanding conversations and their types.

Contacts

Ability	What it does	Type
`get_subscriber`	Looks up one contact’s details	read
`list_subscribers`	Lists your contacts, optionally with the most recent activity first	read
`create_subscriber`	Adds a new contact	write
`update_subscriber`	Changes a contact’s name, gender or labels	write
`delete_subscriber`	Permanently deletes a contact and their history	destructive
`mark_conversation_status`	Resolves, reopens, archives, or blocks a conversation	destructive
`assign_chat_to_team_member`	Hands a conversation to a colleague	write
`add_subscriber_note`	Adds an internal note only your team can see	write
`reset_user_input_flow`	Unsticks someone stuck mid-way through a bot form	write

Labels, fields and sequences

Ability	What it does	Type
`list_labels`	Lists your labels and their ids	read
`create_label`	Creates a new label	write
`assign_labels`	Tags a contact with one or more labels	write
`remove_labels`	Takes labels off a contact	destructive
`list_custom_fields`	Lists the custom fields on your account	read
`assign_custom_fields`	Stores values like city or order number on a contact	write
`assign_sequences`	Enrols a contact in a follow-up sequence	write
`list_sequences`	Lists your follow-up sequences and their ids	read
`remove_sequences`	Removes a contact from a sequence, stopping pending messages	destructive

Team

Ability	What it does	Type
`list_team_members`	Lists your colleagues, their roles, and whether each is active	read
`list_team_roles`	Lists the roles a colleague can have and what each can use	read

Deals (CRM)

Ability	What it does	Type
`get_crm_overview`	Shows a contact’s deal: stage, value, owner, lead score and status	read
`update_crm_overview`	Creates a deal or changes its stage, value, owner, lead score or close date	write

Shop and orders

Ability	What it does	Type
`list_catalogs`	Lists your connected product catalogs	read
`sync_catalog`	Pulls the latest products in from Meta	write
`list_orders`	Lists orders placed through your WhatsApp catalog	read
`update_order_status`	Moves an order to Approved, Completed, Shipped, Delivered or Refunded	write

Help and documentation

These look up ChatSyncs’ own public help — the same guides and video lessons published on help.chatsyncs.com, and the API and MCP docs on developer.chatsyncs.com. They never touch your account or your data, so the assistant can answer “how do I…?” questions accurately instead of guessing.

Ability	What it does	Type
`list_documentation`	Lists every ChatSyncs guide and video lesson, with exact totals so the assistant can tell it has seen everything	read
`search_documentation`	Finds the guides and lessons that mention a phrase	read
`read_documentation`	Reads the full text of guides and the full transcripts of video lessons	read

Account

Ability	What it does	Type
`get_account_info`	Shows your plan, usage and connected WhatsApp numbers	read

Limiting what the assistant can do

You can’t get a read-only API key, but you have two other controls:

In your AI app. Most apps let you switch individual abilities off or require approval for each one. Claude: Customize → Connectors → ChatSyncs. ChatGPT: the app’s details page in its settings. VS Code: Configure Tools in the chat box. Cline: leave autoApprove empty.
A read-only server. ChatSyncs can run a setup that offers only the 20 read abilities above and no way to send or change anything. It’s a separate server rather than an option on mcp.chatsyncs.com; contact ChatSyncs support if you need it.

Frequently asked

Why is there no 'send to everyone' ability?

Deliberately. The Developer API has no bulk-send endpoint, so a broadcast would mean the assistant messaging people one at a time — slow, and easy to get badly wrong at scale. Use Broadcasting in ChatSyncs, which is built for it.

Why won't the assistant send some of my templates?

A few kinds cannot be sent from here, and the assistant tells you which and why before sending anything: carousel templates, templates with an image, video or document header, and templates whose variables are not mapped in ChatSyncs. Send those from ChatSyncs itself. Text templates, with or without variables, work.

What if a template has variables?

The contact’s first name fills itself in. For anything else, such as an order total, the assistant asks you for the value, and it will not send until it has one — otherwise ChatSyncs would deliver a dash in its place. That includes the end of a button’s link: for a Pay Now button that opens https://example.com/ plus an invoice reference, the assistant asks for the reference and adds it to the link.

What if a template has quick-reply buttons?

A quick-reply button runs one of your bot replies when the customer taps it, so before it sends, the assistant asks which reply each button should run, for example Chat with robot or one of your own keyword-reply flows, and shows you the choices from your account. You can skip it: the message is still delivered, but tapping its buttons then starts no bot reply, and the assistant tells you so.

Can the assistant create a message template?

Yes. Tell it what the message should say and it drafts the template, shows it to you, and submits it to WhatsApp once you agree. It can make a normal marketing or utility message (with a header, footer and buttons), a one-time-passcode message, or a carousel of image or video cards. A new template cannot be sent until WhatsApp approves it, so the assistant then checks its status for you. It cannot edit or delete a template, so to change one it creates a corrected copy under a new name. Product carousels, which are built from your catalog, still have to be created in ChatSyncs.

How do I know if my new template was approved?

Ask the assistant. It checks live with WhatsApp and tells you whether the template is approved, still in review, or rejected, and if it was rejected, why and what to change. A template can be approved by WhatsApp and still not be sendable from here if its variables are not mapped in ChatSyncs. The assistant says so when that is the case.

Can it work with contacts that have no phone number?

Yes, for looking up and organising them: where an ability asks for a number, you can give a contact’s chat id as the contact list shows it, such as BD.2035698430387918. Sending a message still needs a real phone number.

Do I need to know my phone_number_id?

No. If your account has one WhatsApp number it’s used automatically. With several, the assistant lists them and asks which you mean.

What happens if I hit my plan limit?

The assistant shows you the same message the API returns, for example “Subscriber limit has been exceeded.” Nothing is sent, and nothing is charged.

Can I stop the assistant from deleting things?

The four destructive abilities are marked so your AI app asks more firmly before running them. To rule them out entirely, switch delete_subscriber, mark_conversation_status, remove_labels and remove_sequences off in your AI app. See Limiting what the assistant can do.

ChatSyncs MCP

Connect your AI app

Using it

What the assistant can do — tool reference

Messaging

Contacts

Labels, fields and sequences

Team

Deals (CRM)

Shop and orders

Help and documentation

Account

Limiting what the assistant can do

Frequently asked

​Messaging

​Contacts

​Labels, fields and sequences

​Team

​Deals (CRM)

​Shop and orders

​Help and documentation

​Account

​Limiting what the assistant can do

​Frequently asked

Messaging

Contacts

Labels, fields and sequences

Team

Deals (CRM)

Shop and orders

Help and documentation

Account

Limiting what the assistant can do

Frequently asked