HalloFelix von InsurMagic

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

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

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) 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