ClerkChat

co.clerkchat由 clerkchat.co 發布官方發布者v1.0.0更新於 Nov 1, 2026

Manage ClerkChat AI support agents: knowledge, channels, conversations, automations, analytics.

已驗證Streamable HTTP可網頁執行溝通與協作商業與電商

概覽

AI 產生的概覽

ClerkChat 託管 MCP 伺服器，讓助理建立並訓練 AI 客服代理、連接頻道、處理客戶對話並查看分析資料。

可以做什麼
  • 列出工作區，建立、更新、複製、封存或分享 AI 客服代理
  • 新增並處理來自網站、文字和上傳文件的知識來源
  • 連接與管理 WhatsApp、Instagram、Telegram、Slack、Shopify、Stripe、Intercom、Zendesk 等頻道與整合
  • 讀取、回覆、草擬、翻譯、指派和接管客戶對話
  • 建立、啟用和檢視自動化流程，並匯出其潛在客戶
  • 讀取部署設定、小工具嵌入程式碼以及工作區或代理的分析資料
適用情境
適合在 ClerkChat 上經營客戶服務的企業，希望助理不必切換到後台，就能建立與訓練代理、分流並回覆對話、管理潛在客戶自動化或彙報客服成效。
執行需求
遠端 Streamable HTTP 端點，使用 OAuth 2.1 登入（動態用戶端註冊、PKCE），作用域為 mcp:read、mcp:write 和 offline_access。需要 ClerkChat 帳號，登入時選擇助理可存取的工作區。無需本機安裝。
安裝前請注意
助理可讀取並變更真實客戶資料：可回覆客戶、接管對話、建立或刪除自動化流程、連接頻道。頻道與整合工具會接收 API 金鑰、機器人權杖等憑證，工具中也包含 Stripe 整合設定。存取範圍限於已核准的工作區，可在 ClerkChat 後台撤銷。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 ClerkChat，將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存，絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/co.clerkchat%2Fclerkchat/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "mcpServers": {
    "clerkchat": {
      "type": "http",
      "url": "https://mcp.clerkchat.co/mcp"
    }
  }
}

README

[ClerkChat]

ClerkChat MCP server

Run your ClerkChat AI support agents from Claude, ChatGPT, Cursor or any MCP client.
clerkchat.co · Docs · Support

ClerkChat is an AI agent that answers a business's customers on WhatsApp, Instagram, Messenger, Telegram, a website widget and a hosted help page, trained on the business's own website, files, Google Docs and Sheets, Notion pages and YouTube videos.

This MCP server lets your AI assistant work in your ClerkChat workspace for you: create and train agents, connect channels, read and reply to customer conversations, manage automations and leads, and pull analytics.

This repository holds documentation only. The server is hosted by ClerkChat; there is nothing to install or run.

Endpoint

https://mcp.clerkchat.co/mcp
TransportStreamable HTTP
AuthenticationOAuth 2.1 with dynamic client registration (PKCE)
Scopesmcp:read, mcp:write, offline_access
AccountA ClerkChat account (free plan available)

When you connect, ClerkChat asks you to sign in and choose which workspaces the assistant may access. You can change workspace access or revoke a client at any time from MCP in the ClerkChat dashboard.

Connect

Claude (claude.ai and Claude Desktop)

  1. Open Settings → Connectors → Add custom connector.
  2. Name it ClerkChat and enter https://mcp.clerkchat.co/mcp.
  3. Connect, sign in to ClerkChat, choose your workspaces and approve.

Claude Code

bash
claude mcp add --transport http clerkchat https://mcp.clerkchat.co/mcp

Then run /mcp in Claude Code to sign in.

ChatGPT

In ChatGPT, add a custom MCP connector (developer mode) with the URL https://mcp.clerkchat.co/mcp and OAuth authentication, then sign in and approve your workspaces.

Cursor

Add to ~/.cursor/mcp.json (or .cursor/mcp.json in a project):

json
{  "mcpServers": {    "clerkchat": {      "url": "https://mcp.clerkchat.co/mcp"    }  }}

Cursor opens the ClerkChat sign-in the first time a tool is used.

Other MCP clients

Any client that supports remote Streamable HTTP servers with OAuth can connect to https://mcp.clerkchat.co/mcp. The server publishes discovery metadata at /.well-known/oauth-protected-resource/mcp.

Try it

  • "List the agents in my ClerkChat workspace."
  • "Create a support agent called Store support and train it on https://example.com."
  • "Add this PDF to Store support." (attach the file)
  • "Show me unread WhatsApp conversations from today and draft replies."
  • "Take over the conversation with Sarah and reply that her order ships tomorrow."
  • "Export this week's leads from the Collect Leads automation."
  • "How many conversations did each agent handle in the last 30 days?"

Tools

Workspaces and agents

list_workspaces · list_agents · get_agent · create_agent · update_agent · duplicate_agent · archive_agent · transfer_agent · share_agent_template · get_public_agent_template · upload_agent_avatar · remove_agent_avatar

Knowledge sources

list_sources · get_source · get_source_status · add_website_source · add_text_source · add_knowledge_source · add_document_source · update_source · process_source · archive_source

Documents (PDF, TXT, MD, CSV, TSV, JSON, XLS, XLSX, up to 8 MiB) are sent through MCP. No browser upload is needed.

Channels and integrations

get_channel_status · start_channel_connection · connect_telegram · connect_whatsapp_cloud_api · start_whatsapp_embedded_signup · complete_whatsapp_embedded_signup · register_whatsapp_phone · get_integration · start_integration_oauth · disconnect_integration · connect_stripe_restricted_key · update_stripe_integration · list_slack_channels · update_slack_integration · test_slack_integration · list_helpdesk_ticket_types · set_helpdesk_ticket_type

Supported providers: WhatsApp, Instagram, Messenger, Telegram, Slack, Notion, Shopify, Stripe, Intercom and Zendesk. Provider sign-in (OAuth) completes in your browser. Credentials you send are write-only and never returned.

Conversations

list_conversations · get_conversation · get_conversation_messages · reply_to_conversation · draft_conversation_reply · translate_conversation_message · takeover_conversation · release_conversation · assign_conversation · unassign_conversation · set_conversation_status · set_conversation_priority · set_conversation_category · mark_conversation_read · mark_conversation_unread · get_conversation_unread_summary · get_workspace_conversation_unread_summary · get_conversation_assignment_settings · update_conversation_assignment_settings · get_conversation_notification_settings · update_conversation_notification_settings

Automations and leads

list_automations · get_automation · create_automation · update_automation · delete_automation · enable_automation · disable_automation · list_automation_runs · get_automation_run · list_automation_leads · export_automation_leads · mark_automation_leads_read · get_workspace_lead_notifications

Deployment and analytics

get_deployment_settings · update_deployment_settings · get_widget_embed · get_analytics_summary · get_agent_analytics · get_workspace_analytics

Permissions and safety

  • The assistant can only reach the workspaces you approve, with the role and plan you already have in each.
  • Write tools take idempotency keys, so a retried request is not applied twice.
  • Secrets such as API keys and bot tokens are accepted but never returned in tool output.
  • Revoke a client or remove a workspace from MCP in the ClerkChat dashboard. Access stops on the next tool call.

Links

來源：README.md，提交 e780da3

工具

0
該伺服器需要登入，因此 SourceWeft 無法在沒有帳號的情況下讀取其工具，也未收錄。已連接帳號所能看到的內容可能因帳號及其權限而異。

版本歷史

1
  1. v1.0.0最新Oct 18, 2026

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