chatbotx

Apps & Automation

ChatbotX is an open-source chat marketing platform for managing contacts, conversations, flows, broadcasts, and sequences across WhatsApp, Messenger, Instagram, TikTok, Telegram, Zalo OA, Email, and Webchat. An alternative to ManyChat, Chatfuel, Wati, Respond, etc...

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ChatbotX Agent Documentation

ChatbotX is an open-source omnichannel chatbot platform for managing contacts, conversations, flows, broadcasts, and sequences across channels like WhatsApp, Messenger, Telegram, and more.

Key Highlights

Two Critical Rules:

Authenticate before executing any commands — every API call requires a workspace token
Always resolve IDs first — commands like contacts tag add require both a contactId and a tagId; fetch them with list commands before using them

Integration Modes:

CLI (chatbotx) — terminal-based automation and scripting
MCP Server — gives AI agents (Claude, Cursor, ChatGPT) direct tool access via Model Context Protocol

Authentication

CLI

Save credentials once — they persist across all future runs:

chatbotx config set --apiKey <your-workspace-token> --apiUrl https://app.chatbotx.io/api

Or via environment variables (no config file needed):

export CHATBOTX_API_KEY=your_workspace_token
export CHATBOTX_API_URL=https://app.chatbotx.io/api

For local instances with self-signed certificates:

export CHATBOTX_ALLOW_SELF_SIGNED_CERT=true

Find your workspace token at: Settings → Developer → API Keys

MCP Server (stdio — recommended for local use)

claude mcp add chatbotx \
  -e CHATBOTX_API_KEY=<your-token> \
  -e CHATBOTX_API_URL=https://your-instance.com \
  -e CHATBOTX_MCP_TRANSPORT=stdio \
  -s user \
  -- node /path/to/dist/index.mjs

MCP Server (SSE — for shared/remote access)

claude mcp add chatbotx \
  -t sse \
  -H "x-workspace-token: <your-token>" \
  -s user \
  "https://your-mcp-server.com/sse"

Core Workflow

The platform follows a six-step pattern:

Authenticate — set API key and URL
Discover — list channels, tags, custom fields, flows, sequences to get IDs
Find contacts — list or search contacts to get contactId
Act — create, update, tag, message, block/unblock contacts
Monitor — check conversations, broadcasts, error logs
Automate — trigger flows or sequences for a contact via messaging commands

CLI Commands

Config

chatbotx config set --apiKey <key> --apiUrl <url>

Workspace & Members

chatbotx workspaces get
chatbotx members list                                # [--page --perPage --sort --keyword]
chatbotx members get <memberId>
chatbotx channels list                               # [--includes --page --perPage]
chatbotx teams list

Custom Fields

chatbotx custom-fields list
chatbotx custom-fields create --name <name> --type <type>
chatbotx custom-fields get <idOrName>                # accepts id or name
chatbotx custom-fields update <id> --name <name>     # [--description --folderId]
chatbotx custom-fields delete <id>

Bot Fields

chatbotx bot-fields list
chatbotx bot-fields create --name <name> --type <type> --value <value> --description <description>
chatbotx bot-fields update --fields <fields>         # set multiple values
chatbotx bot-fields get <idOrName>                   # accepts id or name
chatbotx bot-fields update <idOrName> --value <value> # set single value by id or name
chatbotx bot-fields delete <idOrName>

Contacts

# CRUD
chatbotx contacts list                               # [--page --perPage --sort --keyword ...]
chatbotx contacts create --phoneNumber <p> --email <e> --gender <g>  # [--firstName --lastName]
chatbotx contacts get <identifier>
chatbotx contacts upsert <identifier>                    # insert or update; [--firstName --lastName --email --phoneNumber --avatar --gender]
chatbotx contacts update <identifier>
chatbotx contacts delete <identifier>
chatbotx contacts find-by-custom-field               # [--customFieldId --value]
chatbotx contacts import --fileId <id> --channel <ch> --inboxId <id>

# Tags on a contact
chatbotx contacts tags list <identifier>
chatbotx contacts tag add <identifier> --tagIds <ids>
chatbotx contacts tag delete <identifier> --tagIds <ids>

# Custom fields on a contact
chatbotx contacts custom-fields list <identifier>
chatbotx contacts custom-fields update <identifier> --fields <fields>
chatbotx contacts custom-field get <identifier> <customFieldId>
chatbotx contacts custom-field add <identifier> <customFieldId> --value <value>
chatbotx contacts custom-field delete <identifier> <idOrName>

# Block / Unblock
chatbotx contacts block <identifier>
chatbotx contacts unblock <identifier>

# Messaging & Automation
chatbotx contacts messages list <identifier>          # [--perPage --cursor]
chatbotx contacts message get <identifier> <messageId>
chatbotx contacts message send <identifier>           # [--text --files --flowId --nodeId --inboxId]
chatbotx contacts flow add <identifier> --flowId <id> # [--inboxId]
chatbotx contacts auto-replies add <identifier> --keyword <kw>  # [--inboxId]

Conversations & Broadcasts

chatbotx conversations list                          # [--botCategory --assignedId --channel --status --keyword]
chatbotx broadcasts list
chatbotx broadcasts get <idOrName>                   # accepts id or name
chatbotx broadcasts audience get <idOrName>          # [--page --perPage]

Flows & Sequences

chatbotx flows list
chatbotx sequences list                              # [--page --perPage --sort]
chatbotx sequences get <id>

Other

chatbotx saved-replies list
chatbotx template-messages list                      # [--inboxId --integrationWhatsappId --status]
chatbotx ai-agents list
chatbotx integrations list
chatbotx keywords list
chatbotx triggers list
chatbotx webhooks list
chatbotx error-logs list                             # [--page --perPage --sort --keyword]

MCP Tools (for AI agents)

Tool names are the OpenAPI operationId converted to snake_case.

Category	Tool
Workspace	`get_workspace`
Channels	`list_channels`
Members	`list_members`, `get_member`
Teams	`list_teams`
Tags	`list_tags`, `create_tag`, `get_tag`, `update_tag`, `delete_tag`
Custom Fields	`list_custom_fields`, `create_custom_field`, `get_custom_field`, `update_custom_field`, `delete_custom_field`
Bot Fields	`list_bot_fields`, `create_bot_field`, `set_bot_fields`, `bulk_update_bot_fields`, `get_bot_field`, `set_bot_field`, `delete_bot_fields`
Contacts	`list_contacts`, `create_contact`, `get_contact`, `upsert_contact`, `update_contact`, `delete_contact`, `filter_contacts`, `import_contacts`
Contact Tags	`list_contact_tags`, `add_contact_tags`, `remove_contact_tags`
Contact Custom Fields	`list_contact_custom_fields`, `set_contact_custom_fields`, `clear_contact_custom_fields`, `get_contact_custom_field`, `set_contact_custom_field`, `clear_contact_custom_field`
Contact Actions	`block_contact`, `unblock_contact`, `list_contact_messages`, `get_contact_message`, `send_message`, `send_contact_flow`, `trigger_auto_reply`
Conversations	`list_conversations`
Broadcasts	`list_broadcasts`, `get_broadcast`, `get_broadcast_audience`
Flows	`list_flows`
Sequences	`list_sequences`, `get_sequence`
Saved Replies	`list_saved_replies`
Template Messages	`list_template_messages`
AI Agents	`list_aiagents`
Integrations	`list_integrations`
Keywords	`list_keywords`
Triggers	`list_triggers`
Webhooks	`list_webhooks`
Error Logs	`list_error_logs`

Tools are auto-generated from the OpenAPI spec — new API endpoints appear automatically on server restart.

Common Patterns

Tag a contact by name (not ID):

TAG_ID=$(chatbotx tags get "vip" --json | jq -r '.id')
chatbotx contacts tag add <identifier> --tagIds $TAG_ID

Send a flow to a contact:

FLOW_ID=$(chatbotx flows list --json | jq -r '.[] | select(.name=="Welcome") | .id')
chatbotx contacts flow add <identifier> --flowId $FLOW_ID

Set a custom field value on a contact:

FIELD_ID=$(chatbotx custom-fields get "plan" --json | jq -r '.id')
chatbotx contacts custom-field add <identifier> $FIELD_ID --value "premium"

Caching

The CLI caches the API spec at ~/.chatbotX/openapi-cache.json for 1 hour. Force refresh when new APIs are available:

chatbotx --refresh-spec <command>
# or
rm ~/.chatbotX/openapi-cache.json

Getting Help

chatbotx --help
chatbotx contacts --help
chatbotx contacts message --help
chatbotx contacts message send --help