Official MCP server for HalloFelix: AI phone & WhatsApp assistant for insurance brokers (calls, transcripts, campaigns, WhatsApp)

HalloFelix von InsurMagic – MCP Server

Official Model Context Protocol server for HalloFelix von InsurMagic, the AI phone and WhatsApp assistant for insurance brokers in Germany, Austria and Switzerland.

Connect Claude, ChatGPT, Cursor, VS Code or any MCP client to your HalloFelix account and let your AI agent read calls and transcripts, manage customers and outbound call campaigns, tune your voice and WhatsApp assistants, and work your WhatsApp inbox.

Server URL: https://app.hallofelix.de/api/mcp (remote, Streamable HTTP)

Authentication

  • OAuth (recommended): clients with connector support (Claude.ai, Claude Desktop, ChatGPT, Cursor, VS Code) only need the URL. You sign in with your HalloFelix account and allow access (admins of the account only).
  • API token: send your token as Authorization: Bearer <api_access_token>. Create it in the HalloFelix app under Integrationen → API.

Setup

Claude.ai / Claude Desktop

Settings → Connectors → Add custom connector → URL https://app.hallofelix.de/api/mcp → Connect.

ChatGPT

Settings → Apps & Connectors → Advanced → enable Developer mode → Create → URL https://app.hallofelix.de/api/mcp, authentication OAuth.

Claude Code

claude mcp add --transport http hallofelix https://app.hallofelix.de/api/mcp

Then run /mcp to sign in. With a token instead: append --header "Authorization: Bearer <api_access_token>".

Cursor

Add to Cursor

or in ~/.cursor/mcp.json:

{ "mcpServers": { "hallofelix": { "url": "https://app.hallofelix.de/api/mcp" } } }

VS Code (GitHub Copilot)

Install in VS Code

or code --add-mcp '{"name":"hallofelix","type":"http","url":"https://app.hallofelix.de/api/mcp"}'

Windsurf

~/.codeium/windsurf/mcp_config.json:

{ "mcpServers": { "hallofelix": { "serverUrl": "https://app.hallofelix.de/api/mcp" } } }

OpenAI Codex CLI

codex mcp add hallofelix --url https://app.hallofelix.de/api/mcp
codex mcp login hallofelix

Gemini CLI

~/.gemini/settings.json:

{ "mcpServers": { "hallofelix": { "httpUrl": "https://app.hallofelix.de/api/mcp" } } }

Any stdio-only client

{
  "mcpServers": {
    "hallofelix": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://app.hallofelix.de/api/mcp"]
    }
  }
}

Tools

Tool What it does Access
list_calls Lists phone calls handled by the HalloFelix voice AI (inbound and outbound), oldest change first, with transcript, summary and extracted data points read
get_call Full call record: transcript, summary, summary data points, customer, campaign and assistant read
list_customers Lists customers (contacts the AI calls or chats with) with phone numbers, call count and last call time read
get_customer Full customer record read
create_customer Creates a customer write
list_campaigns Lists outbound call campaigns with success and answer rates read
get_campaign Full campaign record with computed statistics read
create_campaign Creates an outbound call campaign write
start_campaign Starts or resumes a campaign: the AI begins calling its customers write
set_campaign_status Changes a campaign run status write
list_call_assistants Lists the voice AI phone assistants (id, name, phone number, voice, usage) read
get_call_assistant Full editable configuration of a call assistant (greeting, voice, routing, SMS/email, booking, opening hours, …) read
update_call_assistant Changes settings of a live call assistant write
list_whatsapp_assistants Lists the WhatsApp AI assistants read
get_whatsapp_assistant Full editable configuration of a WhatsApp AI assistant read
update_whatsapp_assistant Changes settings of a live WhatsApp assistant write
list_users Lists the team members a WhatsApp chat can be assigned to (use their id as assigned_user_id) read
list_whatsapp_accounts Lists the connected WhatsApp business numbers (inboxes) read
get_whatsapp_account One connected WhatsApp business number read
list_whatsapp_conversations Lists WhatsApp chats (oldest change first) with labels, customer, assignment and last message read
get_whatsapp_conversation One WhatsApp chat with labels, customer, assignment and last message read
update_whatsapp_conversation Close/reopen, snooze, assign (assigned_user_id from list_users; null hands the chat back to the AI) or set partner control write
list_whatsapp_messages Messages of a WhatsApp chat, oldest first read
send_whatsapp_message Sends a message into an existing WhatsApp chat on behalf of the business: text, reply buttons (1-3, titles max 20 chars), a list (1-10 rows) or a template write
start_whatsapp_conversation Sends an approved template to a phone number, creating the contact and chat if needed (new chats always need a template) write
list_whatsapp_notes Internal team notes of a WhatsApp chat (never sent to the customer) read
add_whatsapp_note Adds an internal team note to a WhatsApp chat write
list_whatsapp_labels All WhatsApp conversation labels of the account read
add_whatsapp_conversation_labels Adds labels to a chat and keeps the existing ones write
set_whatsapp_conversation_labels Replaces all labels of a chat (an empty list removes all) write
list_whatsapp_templates Message templates of a WhatsApp number with their live Meta review status read
get_whatsapp_template One template with its current Meta review status read
create_whatsapp_template Creates a template and submits it to Meta for review; it is sendable once status is approved write
get_webhook Whether an API webhook destination is configured, and its SHA-256 fingerprint (the URL itself is never returned) read
set_webhook Sets the API webhook URL (public HTTPS) write

Tools that send WhatsApp messages, start campaigns or change live assistants act on real customers; good clients ask you before running them (they carry MCP readOnlyHint/destructiveHint annotations).

Notes

  • Free-form WhatsApp messages only work within 24 h of the customer's last message; outside that window send an approved template.
  • Call recording links are signed and valid for 60 minutes.
  • Full REST API and webhook reference: https://app.hallofelix.de/docs/external-api.md

Support

[email protected] · hallofelix.de · InsurMagic GmbH

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