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MCP server

Your AI assistant, working in Fellix

Connect Claude, ChatGPT or Cursor to Fellix and ask in your own words: what came in overnight, which leads went quiet, book Thursday at three. The assistant works on your live conversations, clients and calendar, as you, within what your role allows.

Start 7-day trialSetup guide

Server addresshttps://api.fellix.ai/mcp

How it works

Connected in a minute, as yourself

  1. 01

    Add the address

    Add https://api.fellix.ai/mcp to Claude, ChatGPT, Cursor or another MCP client as a custom connector.

  2. 02

    Sign in to Fellix

    Pick your organization and tick what the assistant may do. There is nothing to install and no key to copy.

  3. 03

    Ask

    The assistant reads and acts in Fellix as you: what you can see in the dashboard, and what your role can do.

What it does

Real front desk work, on live Fellix data

  • Inbox

    A morning briefing of your inbox

    What came in since yesterday, which conversations are waiting on a person, and what each client asked for. Nothing is changed while it reads.

    • list_conversations
    • get_conversation
    • list_messages

  • Leads

    Follow up the warm leads that went quiet

    Finds open hot and warm leads with no news for a few days and drafts a follow-up for each. Nothing is sent until you approve the wording.

    • list_conversations
    • get_conversation
    • send_message

  • Leads

    Reach a WhatsApp client after the 24-hour window

    Once a client has not written for 24 hours, WhatsApp delivers only an approved template. Name the template and the assistant sends it, with the client’s details filled in.

    • send_whatsapp_template

  • Appointments

    Book or move an appointment in one sentence

    A time your calendar cannot take is refused with the reason, so a clash comes back as a question instead of a double booking.

    • list_appointments
    • book_appointment
    • reschedule_appointment

  • Clients

    Look up a client before you call them

    Their details and every conversation they have had with you, on every channel, in one answer.

    • search_customers
    • get_customer
    • list_conversations

  • Clients

    Keep client records tidy

    Add a client from an email signature, correct a phone number, tag a conversation so it lands in the right report.

    • create_customer
    • update_customer
    • set_conversation_tags

  • Reports

    Ask how the pipeline is doing

    Open, won and lost for any period, the win rate and why deals were lost, the trend week by week, and how each tag is doing.

    • pipeline_report
    • trends_report
    • tags_report

  • Team

    Take a conversation, or hand it to a colleague

    Take a thread so nobody else answers it, or pass it to the right person, who is notified as in the inbox. Handing out is for managers and owners.

    • claim_conversation
    • assign_conversation
    • list_members

Works with your stack

Everything Fellix is connected to comes along

The assistant works through Fellix, so the integrations you have already switched on carry each change onward.

  • HubSpot

    A client the assistant adds or edits reaches HubSpot through your contact sync.

  • Google Calendar

    A booking is checked against your busy hours and written into your calendar.

  • Outlook

    The same for Microsoft 365: busy hours close the slot, and the appointment is written back.

  • Calendly

    Bookings made on your Calendly page are appointments the assistant reads like any other.

  • Notion

    Your Fellix agent answers clients from the pages you shared; the assistant reads those conversations.

  • Twilio

    Calls your voice agents take on your Twilio numbers are calls an owner’s assistant can list and read.

  • Zapier

    Zapier and the MCP server use the same API: the same permissions, the same records, one rate budget.

Why it is safe

Your permissions travel with you

It acts as you

The assistant sees what you see in the dashboard and may do what your role may do. A team member’s assistant never opens a conversation they could not open themselves.

You choose what it may do

Tick the permissions when you sign in. Reading and changing are separate, and messaging a client is a permission of its own.

One click to disconnect

Every connection is listed under Account Settings → Connected apps, with when it was last used. Disconnect ends it at once, and leaving the organization ends it too.

Learn more

Frequently asked questions

What is MCP?

The Model Context Protocol is an open standard that lets an AI assistant use tools outside itself. Fellix runs an MCP server, so an assistant that speaks MCP can read and act in your Fellix account when you ask it to.

Do I need a developer?

No. In Claude or ChatGPT it is a few clicks and in Claude Code a single command: add the address, sign in to Fellix, choose what the assistant may do. The setup guide on docs.fellix.ai walks through each one.

Which AI tools does the Fellix MCP server work with?

Claude, Claude Code, ChatGPT and Cursor, and any other client that supports remote MCP servers with sign-in. Which of their plans allow a custom connector is up to the company that makes each one.

What can the AI see?

Only what you could see in the Fellix dashboard, within the permissions you ticked. An owner’s or manager’s assistant sees every conversation; a team member’s sees their own teams’ channels and the conversations assigned to them. Every change it makes is recorded as yours.