HalloFelix von InsurMagic

io.github.timgutberletPublished by GitHub account timgutberletv1.3.0Updated Oct 29, 2026

HalloFelix von InsurMagic: AI phone & WhatsApp assistant for insurance brokers.

VerifiedStreamable HTTPWeb executableProductivity & Workflow Communication & Collaboration Business & Commerce

Server details

Identifier: io.github.timgutberlet/hallofelix
Transport: Streamable HTTP
Runtime: Web executable
Trust: Verified
Published: Oct 29, 2026

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Overview

AI-generated overview

Official HalloFelix by InsurMagic MCP server that lets an assistant work with an insurance broker's AI phone, e-mail and WhatsApp operations.

What you can do: Read and manage calls and e-mails: transcripts, summaries, ratings, task status, assignees and internal notes
Manage customers: records, phone numbers, notes, and the facts the AI remembers about them
Run outbound call campaigns and configure voice, e-mail and WhatsApp assistants, voices and task types
Handle WhatsApp inboxes: chats, messages, media, templates, labels, scheduling and AI exclusions
Manage calendars and appointment types, including booking real appointments
Read statistics, company settings, CRM connections and contacts, and archive calls, chats and files into the CRM
When to use it: For insurance brokers in Germany, Austria and Switzerland who already use HalloFelix and want an AI client to review calls and chats, triage tasks, manage customers and campaigns, or answer WhatsApp messages without switching to the web app.
Requirements: Remote Streamable HTTP endpoint; no local runtime needed. Requires a HalloFelix account, and OAuth sign-in is limited to account admins. Alternatively an API token created in the app under Integrationen, API, sent as an Authorization Bearer header. Some tools take files from public HTTPS URLs.

Before you install

Many tools write, overwrite or permanently delete data, including calls with recordings, customers, chats, campaigns, assistants and team members. Some actions reach real people: starting outbound calls, starting campaigns, sending WhatsApp messages and templates, and booking calendar appointments. Linking a customer to a CRM contact overwrites their data and merges another customer. The API token is a full-access credential and should be kept secret.

Installation

In SourceWeft

Open HalloFelix von InsurMagic in the dashboard and add it to a workspace.
Connect the required credentials. They are stored privately and never shown on public pages.
Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.timgutberlet%2Fhallofelix/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "hallofelix-von-insurmagic": {
      "type": "http",
      "url": "https://app.hallofelix.de/api/mcp"
    }
  }
}

README

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 work with everything the HalloFelix web app offers: calls, e-mails and their tasks, customers (notes, phone numbers, customer memory), outbound call campaigns, voice, e-mail and WhatsApp assistants, Vorgänge (task types), calendars and appointment types, company settings, knowledge documents, statistics and the whole 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

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:

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:

OpenAI Codex CLI

Gemini CLI

~/.gemini/settings.json:

Any stdio-only client

json

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

{  "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) with transcript, summary, extracted data points and task (status with its dashboard label, assignee name, task type)	read
`get_call`	Full call record: transcript, summary, summary data points, customer, campaign and assistant	read
`update_call`	Rates a call and sets its task: status, assignee (team member by id, name or e-mail) and task type (Vorgang, by id or name)	write, destructive
`bulk_update_call_status`	Sets the task status of up to 1000 calls at once	write, destructive
`delete_call`	Permanently deletes a call with its recording, transcript, task and notes	write, destructive
`start_outbound_call`	Starts a real phone call: the AI call assistant phones the customer's primary number now (or at scheduled_at)	write
`list_call_notes`	Internal notes on a call's task, newest first	read
`add_call_note`	Adds an internal note to a call's task	write
`list_emails`	Lists e-mails handled by the HalloFelix e-mail assistant, newest first, with summary, customer and task (status with its dashboard label, assignee name, task type)	read
`get_email`	Full e-mail record: sender, recipients, subject, body, summary, customer and task	read
`update_email`	Rates an e-mail and sets its task: status, assignee (team member by id, name or e-mail) and task type (Vorgang, by id or name)	write, destructive
`list_email_notes`	Internal notes on an e-mail's task, newest first	read
`add_email_note`	Adds an internal note to an e-mail's task	write
`update_note`	Changes the text of a call, e-mail or customer note	write, destructive
`delete_note`	Permanently deletes a call, e-mail or customer note	write, destructive
`list_customers`	Lists customers (contacts the AI calls or chats with) with phone numbers (type with its dashboard label), call handling (Anrufbehandlung, with label), call count and last call time	read
`get_customer`	Full customer record	read
`create_customer`	Creates a customer	write
`import_customers`	Creates up to 500 customers in one call	write
`update_customer`	Edits a customer: names, e-mail, language, external id, call handling and WhatsApp AI exclusion	write, destructive
`delete_customer`	Permanently deletes a customer with phone numbers, notes, appointments and memory	write, destructive
`add_customer_phone_number`	Adds a phone number to a customer	write
`update_customer_phone_number`	Makes a customer's phone number the primary one (is_primary: true) and/or sets its type	write, destructive
`delete_customer_phone_number`	Removes a phone number from a customer (not the customer's last one)	write, destructive
`list_customer_notes`	Internal notes on a customer, newest first	read
`add_customer_note`	Adds an internal note to a customer	write
`get_customer_memory`	What the AI remembers about a customer (vehicles, address, preferences, contact windows, notes), with origin and status of each fact	read
`add_customer_memory_fact`	Adds a fact the AI should remember about a customer	write
`update_customer_memory_fact`	Corrects a fact (value) or rejects it (status "rejected", also hides a CRM fact)	write, destructive
`delete_customer_memory_fact`	Permanently deletes a memory fact (CRM facts cannot be deleted, only rejected)	write, destructive
`list_campaigns`	Lists outbound call campaigns with status (and its dashboard label), 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, destructive
`update_campaign`	Edits a draft campaign (name, assistant, first sentence, goal, attempts, retry interval, customers, schedule, business hours; customer_ids replaces the customer list) and/or archives or unarchives any campaign	write, destructive
`delete_campaign`	Permanently deletes a campaign (its calls stay, without the campaign link)	write, destructive
`list_call_assistants`	Lists the voice AI phone assistants (id, name, phone number, voice id and name, usage)	read
`get_call_assistant`	Full editable configuration of a call assistant (greeting, voice, routing, SMS/email, booking, opening hours, Vorgänge, …)	read
`update_call_assistant`	Changes settings of a live call assistant	write, destructive
`list_voices`	Lists the voices a call assistant can speak with, as offered in the dashboard: id (the stored call_voice value), name, gender, description, whether recommended or newly added, and a preview recording URL	read
`list_whatsapp_assistants`	Lists the WhatsApp AI assistants	read
`get_whatsapp_assistant`	Full editable configuration of a WhatsApp AI assistant, with the dashboard names of the AI schedule, the Vorgänge and the handoff targets next to their values and ids	read
`update_whatsapp_assistant`	Changes settings of a live WhatsApp assistant	write, destructive
`create_call_assistant`	Creates a new call assistant	write
`list_email_assistants`	Lists the e-mail AI assistants (id, name, usage)	read
`get_email_assistant`	Name, instructions and Vorgänge (task_type_ids, and task_types with their names) of an e-mail assistant	read
`create_email_assistant`	Creates an e-mail assistant with the account default Vorgänge	write
`update_email_assistant`	Changes an e-mail assistant	write, destructive
`create_whatsapp_assistant`	Creates a WhatsApp assistant (counts against the assistant limit)	write
`delete_whatsapp_assistant`	Permanently deletes a WhatsApp assistant with its macros, documents and rules; numbers using it get no AI replies until another assistant is set	write, destructive
`list_whatsapp_macro_runs`	Macro runs of a WhatsApp assistant that stopped and need a person: state unknown (the document may or may not have arrived) or failed_terminal (it did not)	read
`resolve_whatsapp_macro_run`	Closes a macro run by hand (state resolved_manually); nothing is sent	write
`retry_whatsapp_macro_run`	Sends the macro run document to the customer again over WhatsApp	write
`test_whatsapp_assistant`	Sends a test message to a WhatsApp assistant and returns its simulated reply (or the macro it would fire)	write
`list_users`	Lists the team members a WhatsApp chat can be assigned to, with id, name and e-mail (the id is the assigned_user_id of a chat)	read
`get_member_limit`	The account's member limit from its subscription, the number of billable members and whether another member can be invited	read
`invite_team_member`	Adds a person to the HalloFelix account and sends them an invitation e-mail (new users get a sign-in link)	write
`remove_team_member`	Removes a member from the account: they lose access, their per-user data in this account (push subscriptions, read state, voice clip, Keasy connection) is deleted and the WhatsApp chats assigned to them become unassigned	write, destructive
`list_whatsapp_accounts`	Lists the connected WhatsApp business numbers (inboxes) with their inbox settings	read
`get_whatsapp_account`	One connected WhatsApp business number with its inbox settings (AI, read receipts, automated messages, opening hours, AI schedule, assistant), with the dashboard labels of read receipts and AI schedule and the assistant name	read
`list_whatsapp_conversations`	Lists WhatsApp chats with labels, customer, assignment (user id and name), status with its inbox label (Offen, Erledigt, KI deaktiviert) and last message	read
`get_whatsapp_conversation`	One WhatsApp chat with labels, customer, assignment (user id and name), status with its inbox label and last message	read
`update_whatsapp_conversation`	Close (Erledigt) or reopen, snooze, assign (assigned_user_id = team member by user id, full name, first name or e-mail; null hands the chat back to the AI), set partner control, pause the AI for the customer, mark read/unread, name the contact, link a customer or set the notes the AI reads about the contact	write, destructive
`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
`add_whatsapp_voice_note`	Adds an internal voice note to a WhatsApp chat: a WebM or Ogg recording (max. 10 MB, max. 5 minutes) downloaded from a public HTTPS URL is stored and transcribed, and the transcript becomes the note text	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, destructive
`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
`list_task_types`	Lists the task types ("Vorgänge") the assistants recognise and file: own task types and HalloFelix base templates, with name, description, instruction, emoji, active flag and whether they are editable (base templates must be detached first)	read
`get_task_type`	One task type (Vorgang) with its instruction and flags	read
`create_task_type`	Creates an own task type (Vorgang)	write
`update_task_type`	Changes a task type: name, description, instruction, emoji (own or detached task types only) and/or active	write, destructive
`detach_task_type`	Turns an active HalloFelix base template into an own, editable copy (" (Individuell)") that takes over its assistants; the base template is deactivated	write
`delete_task_type`	Deletes an own or detached task type and removes it from all assistants	write, destructive
`list_appointment_types`	Lists the appointment types (Termintypen) the call and WhatsApp assistants can book, with duration, buffers and the condition when to use them	read
`create_appointment_type`	Adds an appointment type to exactly one call or WhatsApp assistant	write
`update_appointment_type`	Changes an appointment type	write, destructive
`delete_appointment_type`	Deletes an appointment type; the assistant can no longer book it	write, destructive
`list_calendars`	Lists the connected calendars (Google, Microsoft, iCloud, …) the assistants check and book into	read
`get_calendar`	One connected calendar with the appointments HalloFelix booked into it	read
`update_calendar`	Renames a connected calendar in HalloFelix	write, destructive
`delete_calendar`	Disconnects a calendar: assistants stop checking and booking it, and the provider connection is revoked when no other calendar uses it (reconnecting needs the dashboard)	write, destructive
`list_calendar_events`	Busy times of a connected calendar between from and to (ISO-8601, at most 92 days, max. 200 events)	read
`book_calendar_appointment`	Books an appointment into the real connected calendar of the business (fails with 409 slot_taken if the slot is busy)	write
`get_account`	Company profile and locations the assistants use, recording settings (save_audio_recording, recording_retention_days) and the customer memory switch	read
`update_account`	Changes company settings	write, destructive
`get_crm_ai_access`	Whether the WhatsApp AI may look up customer data in the connected CRM, which parts (contracts, damages, Vorgänge, master data, health lines) and the CRM connections	read
`update_crm_ai_access`	Changes the CRM data access of the AI	write, destructive
`list_documents`	Lists the knowledge documents (PDF/DOCX) the assistants answer from, with their status (processing, done, failed)	read
`delete_document`	Deletes a knowledge document; the assistants no longer answer from it	write, destructive
`upload_document`	Adds a knowledge document the assistants answer from: a PDF or Word (.docx) file of max. 1 MB, downloaded from a public HTTPS URL	write
`get_assistant_voice_intro`	Whether a call assistant plays a recorded greeting instead of its spoken first sentence, with the file name and a playback link valid for 60 minutes	read
`upload_assistant_voice_intro`	Sets or replaces the recorded greeting a call assistant plays at the start of calls (MP3, WAV or WebM, max. 2 MB), downloaded from a public HTTPS URL	write, destructive
`delete_assistant_voice_intro`	Deletes the recorded greeting of a call assistant; it speaks its text first sentence again	write, destructive
`get_campaign_voice_intro`	Whether a campaign's calls start with a recorded first sentence, with the file name and a playback link valid for 60 minutes	read
`upload_campaign_voice_intro`	Sets or replaces the recorded first sentence of a campaign's calls (MP3, WAV or WebM, max. 2 MB), downloaded from a public HTTPS URL	write, destructive
`delete_campaign_voice_intro`	Deletes the recorded first sentence of a campaign; its calls use the text first sentence again	write, destructive
`add_whatsapp_pdf_template`	Adds a PDF (max. 16 MB, downloaded from a public HTTPS URL) to a WhatsApp assistant	write
`delete_whatsapp_pdf_template`	Removes a PDF from a WhatsApp assistant and deletes the stored file	write, destructive
`set_whatsapp_template_header_media`	Sets or replaces the default header file of a WhatsApp template with an image, video or document header, used when the template is sent without its own file: JPEG/PNG max. 5 MB, MP4/3GPP max. 16 MB or PDF max. 16 MB, downloaded from a public HTTPS URL	write, destructive
`delete_whatsapp_template_header_media`	Removes the default header file of a WhatsApp template; sending the template then needs its own file	write, destructive
`get_insights`	Dashboard KPIs for a date range (default: last 30 days) compared with the period before: calls, call length and minutes, e-mails, WhatsApp messages (all / AI), a daily chart, open items, company figures and the Vorgang distribution	read
`get_crm_connection`	Whether a CRM (Professional Works, blau direkt, arisecur, VEMA or JDC / iCRM) is connected to the account, when its contacts last synced and whether its login failed	read
`search_crm_contacts`	Searches the contacts HalloFelix synced from the connected CRM by name, e-mail or phone, most relevant first	read
`get_crm_contact`	A synced CRM contact with details read live from the CRM: salutation, address, birthday, phone numbers, e-mail, status	read
`list_crm_archive_destinations`	The contact's contracts, damages and Vorgänge in the CRM, read live; their ids are the archive destinations for calls, chats and documents	read
`list_crm_contact_files`	The documents in the contact's Kundenakte in the CRM, read live	read
`upload_crm_document`	Uploads a file (max. 10 MB, downloaded from a public HTTPS URL) to the connected CRM: into the contact's Kundenakte and/or onto its contracts, damages or Vorgänge	write
`list_customer_crm_contact_matches`	Synced CRM contacts that share a phone number or the e-mail with a HalloFelix customer, and which contact the customer is linked to	read
`link_customer_crm_contact`	Links a customer to a synced CRM contact: the customer's name, phone numbers and e-mail are overwritten with the contact's, and another customer of the account with the contact's phone number is merged into this one (its calls, chats and notes move over and it is deleted)	write, destructive
`archive_call_in_crm`	Stores the call's transcript as PDF in the connected CRM: in the contact's Kundenakte and/or on contracts, damages or Vorgänge	write, destructive
`archive_whatsapp_chat_in_crm`	Stores selected messages and notes of a WhatsApp chat as one PDF in the connected CRM: in the contact's Kundenakte and/or on contracts, damages or Vorgänge	write
`upload_whatsapp_files_to_crm`	Uploads files sent or received in a WhatsApp chat (photos, PDFs, …) to the connected CRM: into the contact's Kundenakte and/or onto contracts, damages or Vorgänge	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, destructive
`get_call_enrichment`	Whether a pre-call enrichment URL is configured, and its SHA-256 fingerprint (the URL itself is never returned)	read
`set_call_enrichment`	Sets or removes (null) the pre-call enrichment URL (public HTTPS)	write, destructive
`update_whatsapp_account`	Changes the inbox settings of a WhatsApp number; only sent fields change	write, destructive
`list_whatsapp_template_folders`	Template folders of a WhatsApp number, each with its templates	read
`create_whatsapp_template_folder`	Creates a template folder (exists only in HalloFelix, not at Meta)	write
`rename_whatsapp_template_folder`	Renames a template folder	write, destructive
`delete_whatsapp_template_folder`	Deletes a template folder; its templates move back to the default folder (the templates themselves stay)	write, destructive
`move_whatsapp_template_to_folder`	Files a template in a folder of the same WhatsApp number	write, destructive
`list_whatsapp_ai_exclusions`	Customers the WhatsApp AI never answers; their chats go to the team	read
`set_whatsapp_ai_exclusion`	excluded=true: the AI stops answering this customer in all chats and the team takes them over; false: their chats go back to the AI	write, destructive
`open_whatsapp_conversation`	Finds or creates the chat with a phone number on a WhatsApp number without sending anything	write
`delete_whatsapp_conversation`	Permanently deletes a chat with all its messages, notes and files for the whole team	write, destructive
`search_whatsapp_messages`	Searches the messages of all WhatsApp chats (archived too), newest first: text, captions and voice transcriptions	read
`react_to_whatsapp_message`	Reacts to a customer message with an emoji the customer sees at once (emoji null removes the reaction)	write
`retry_whatsapp_message`	Sends a failed outbound text or template again (within 24h of the failure) as a new message to the customer	write
`list_scheduled_whatsapp_messages`	Templates scheduled to be sent into a chat that have not gone out yet, soonest first	read
`schedule_whatsapp_template`	Schedules an approved template to be sent into a chat at a future time	write
`cancel_scheduled_whatsapp_message`	Cancels a scheduled template before it is sent	write, destructive
`send_whatsapp_media`	Sends an image, video, document or audio from a public URL into a chat (within the 24h window, WhatsApp size limits apply)	write
`list_whatsapp_media`	Files of a chat (both directions), newest first, 50 per page	read
`create_whatsapp_label`	Creates a conversation label (at most 20 per account)	write
`update_whatsapp_label`	Renames or recolors a label	write, destructive
`delete_whatsapp_label`	Deletes a label; it disappears from every chat that had it	write, destructive
`remove_whatsapp_conversation_label`	Takes one label off a chat and keeps the others	write, destructive

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

Source: README.md at commit ec5bc29

Tools

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Version history

v1.3.0LatestOct 29, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

Reached in the last 30 daysRequired25 pts
Auth declaredRequired10 pts
Tools listed15 pts
Answer tools/list without a credential, or ship a package that starts in a sandbox without one.
DescriptionRequired15 pts
Logo10 pts
Documentation15 pts
License10 pts