Run SetSmart from Claude

List conversations with rich filters. Returns paginated list sorted by last message.

Free-text search across contact name, email, phone, instagram_username AND every message body in the conversation. Uses the same search as the in-app inbox. Pass the search string as `query` (preferred) or `keyword` (alias) — both are accepted.

Get a single conversation with full detail: contact info, tags, notes, custom_fields, ad_referral, last N messages.

Return the full message list for a conversation (paginated).

Add one or more tags to a conversation (deduped).

Remove one or more tags from a conversation.

Replace the notes for a conversation (freeform text).

Merge key/value pairs into a conversation's custom_fields JSON. Values are stored as strings.

Remove specific keys from a conversation's custom_fields.

Override which AI assistant handles this conversation (sets conversations.assistant_id).

Set qualification status: true (qualified), false (unqualified), or null (clear).

Mark conversation booked (true/false). When true, sets booked_at to now.

Mark conversation as "ok for call" (true/false).

Mark conversation answered (true/false).

Mark conversation as contacted (true/false).

Mark conversation as read/unread (is_read flag).

Pin or unpin a conversation.

Change the display name for the contact.

Delete a single conversation. Pass confirm=true to proceed.

Add tags to many conversations at once. Provide either explicit conversation_ids or filters (same as conversation.list).

Change assistant_id for many conversations. Provide either explicit `conversation_ids` OR `filters` (same shape as conversation.list — channel/tags/qualified/booked/assistant_id).

Delete many conversations at once. Pass `conversation_ids` OR `filters` (same shape as conversation.list). Always requires `confirm: true`.

Remove a tag string from EVERY conversation on the account.

Return the list of distinct tags used across all conversations on this account, with per-tag counts. Paginated server-side to count tags across very large accounts (>10k contacts).

List all AI assistants for the user, with defaults per channel highlighted.

Get an assistant by id with full instructions, model, and integration flags.

Create a new AI assistant with a name, system prompt, and model.

Update assistant fields (name, instructions, model, integration flags).

Delete an assistant. Pass confirm=true.

Duplicate an assistant (copies name + instructions + integration flags; new unique id).

Set an assistant as the default for a channel (whatsapp, instagram, messenger).

Return which assistant is default for each channel.

THE ONLY way to edit an assistant's system prompt. Takes a natural-language edit request ("change the tone to tutoiement", "add a qualification criterion about budget", "add an audio message at step 2", "pause the AI at step 5", "fix this typo: replace X with Y", etc.) and applies precise, minimal search/replace operations to the existing prompt — it never blindly overwrites. Knows the SetSmart prompt structure (IDENTITY, CONTEXT, SCRIPT, QUALIFICATION, STRICT RULES), the Calendly / GoHighLevel / iClosed booking function conventions, the audio library (audio_id slugs), and the json_step/tag system. Automatically enables referenced audios for this assistant. ALSO handles follow-up / relance requests transparently: if the user asks to "relancer après 4h", "envoyer un message de rappel", "activer la relance 22h", etc., this tool will configure the user's follow-up settings (client_config) directly instead of polluting the prompt — no need to call followup.set_short / followup.set_long separately. If the user pastes a complete new prompt and asks to replace everything, just describe that in `edit_request` (e.g. "Replace the entire prompt with the following exact text: ...") and the editor will produce a single full-prompt replace operation. `assistant_id` is OPTIONAL: when the user only has one assistant, it is auto-selected; when there are multiple, you must pass the target id (use assistant.list or assistant.get_defaults first).

Configure Calendly booking on an assistant.

Configure GoHighLevel calendar booking on an assistant.

Configure iClosed booking on an assistant.

Configure Cal.com booking on an assistant.

Trigger persona analysis using the last 150 answered conversations (uses OpenAI). Returns structured audience profile and token cost.

Step 2 of the assistant wizard: scrape websites (and optionally an Instagram handle or YouTube URL) with Firecrawl to extract business details. Returns a combined scraped_data object to feed into assistant_generate_business_details. Skip this if the user has no online presence.

Transcribe a YouTube video (via Apify) to use as assistant knowledge context. Returns the transcript. Merge the output into the scraped_data.youtubeTranscripts array before passing to assistant_generate_business_details.

Fetch the connected user's Instagram profile (bio, website, followers) via Meta Graph. Use in the sources step of assistant creation when the user wants to pull their IG bio.

Step 3 of the wizard: from scraped_data + niche, generate a structured business pack (businessName, businessDescription, mainOffer, targetAudience, knowledge). Uses Claude. Pass the scraped_data returned by assistant_scrape_sources (optionally enriched with youtubeTranscripts).

Step 5 of the wizard: generate a complete conversation script (array of steps with goal/message/trigger/impact) from the full business + platform + qualification context. Uses streaming Claude. Returns the final script[] ready for review or edit_script_ai. All fields are optional but the richer the context, the better the script.

Refine a script generated by assistant_generate_script using natural-language instructions ("add a pricing step before the CTA", "make step 2 shorter", "change qualification criteria"). Uses streaming Claude. Returns the updated script + a summary of what changed.

Step 7 (final) of the wizard: create a new AI assistant from the full form data. This mints an OpenAI-style asst_xxx id in the database, builds the full system prompt, creates a vector store if files are attached, and appends the new assistant to client_config.assistant_list. You can pass either `platforms` (array, e.g. ["instagram"] or ["whatsapp","instagram"]) or the singular `platform` — whichever is easier. Also accepts `role` as an alias of `setterRole`, and `name` as an alias of `businessName`. Returns the new assistant_id. Files (RAG) are not yet supported via MCP — users should add them through /app/assistants/<id> if needed.

List files attached to an assistant's vector store (knowledge base).

Remove a file from an assistant's vector store (unlinks from the assistant; the underlying OpenAI File stays). Delegates to /api/remove-file-from-assistant.

Return the global AI automation status for every channel (Instagram, WhatsApp, Messenger) plus the per-channel blacklist and blocked country codes.

Enable or disable AI automation on a whole channel. E.g. "pause my WhatsApp AI for the weekend".

Convenience: turn OFF AI automation for a channel.

Convenience: turn ON AI automation for a channel.

Turn AI OFF for a single conversation. Messages keep arriving, but the AI will not respond. Identify the conversation by id, phone, email, or Instagram id/username.

Turn AI back ON for a single conversation (clears the "off" step).

List conversations where AI is currently off (step = "off"). Optionally filter by channel. Matches the /api/ai-off public endpoint shape.

Set a conversation to the "end" follow-up step, stopping follow-up messages but keeping AI on.

Set a conversation back to the "launch" step to re-enable follow-ups.

Get the list of blacklisted Instagram usernames (AI will ignore messages/comments from them).

Replace the entire Instagram blacklist with the given array of usernames.

Append one or more Instagram usernames to the blacklist (idempotent, deduped). This is how you "block" an IG user from AI responses.

Remove one or more Instagram usernames from the blacklist.

Get the list of blocked phone country dial codes (numbers in those countries won't receive messages).

Replace the list of blocked phone dial codes (e.g. ["1", "44"] for US and UK).

Find contacts by any combination of identifiers. Always returns an array of matches (never fails on duplicates). Supports phone (matches against BOTH `recipient_number` for WhatsApp and `phone` for Instagram/Messenger leads whose phone was extracted from a DM), phone_partial, email, name (fuzzy), contact_id, instagram_id, instagram_username, tag, has_tags, custom_field, channel, and lifecycle flags. Use `has_phone: true` to filter contacts where a real phone number was captured (useful to surface IG/Messenger leads ready for outbound call/SMS).

Get a single contact by id with all fields.

Create a new contact/conversation. Channel and phone (or instagram_id) required. Tags/custom_fields optional.

Merge key/value pairs into a contact's custom_fields (values stored as strings). Look up by contact_id, phone, or email.

Set or fix a contact's phone number. Writes to the right column based on channel: for WhatsApp the phone IS the messaging address (recipient_number) so we update both columns; for Instagram / Messenger the phone is stored separately in `conversations.phone` (recipient_number stays the IGSID/PSID, never touch it — overwriting it would break Meta DM delivery for that contact).

Update a contact's display name.

Add tags to a contact (by contact_id).

Remove tags from a contact.

Mark a lead as purchased (sets leads.purchased=true). Mirrors /api/leads/mark-purchased.post.js — requires the lead_id directly. If you only have a contact, pass `phone` (matched against leads.number) or `email` (matched against leads.email) and we look up the lead row.

Delete a contact and its conversation. Pass confirm=true.

Import a single contact (alias of contact.create). Useful for opt-in flows.

Import contacts from a CSV/XLSX file the user uploaded in this chat (attachment_id is in the [Attachment: ...] block in their message). The `mapping` argument is OPTIONAL — when omitted (or partially provided), columns are auto-detected from common header names (phone, telephone, mobile, whatsapp, name, full_name, email, instagram, …). Best practice: call once with `dry_run: true` (no mapping needed), show the user the inferred mapping, then call again with `dry_run: false` and any overrides. Dedupes by recipient_number. Phone numbers are normalized automatically (strips spaces, dashes, parentheses). If a row has no phone and no instagram_id, it is skipped.

Import many contacts at once (for small lists pasted as text). Dedupes by existing recipient_number per user. For file uploads prefer contact_import_from_attachment.

Return WhatsApp connection status: connection state, phone, WABA ID, history sync state.

Return the in-app URL to connect a WhatsApp Business account via Meta Cloud API.

Fetch the current WhatsApp Business profile (about, description, address, email, websites, photo).

Update WhatsApp Business profile fields: about, description, address, email, websites (array), vertical.

Fetch phone number info (display number, verified name, quality rating) from Meta.

Disconnect the WhatsApp account. Irreversible; pass confirm=true.

When coexistence mode is on, this controls whether AI auto-pauses when you reply from your phone directly.

Control whether the AI should respond to historical imported conversations ("on" vs "off").

Get Instagram connection status: connected, username, followers (if cached), and feature toggles.

Return the URL the user should open in a browser to connect their Instagram account via Meta OAuth. The user must follow the URL themselves to grant permissions.

Disconnect the Instagram account (clears instagram_id and removes the user_instagram_accounts row). Irreversible; pass confirm=true.

Enable or disable Instagram story reply handling.

When ON, AI pauses automatically for a conversation the moment a human (you) sends a manual reply.

Enable or disable follow-ups for Instagram conversations the lead hasn't answered.

Check whether the Instagram webhook subscription is active for this account.

Get the authenticated user's SetSmart account info: email, client name, language, API key status, and primary connections.

Change the preferred language for SetSmart emails and the in-app UI. Only "en", "fr", and "es" are supported (the only languages the platform UI is translated into). For any other language, return ok:false with a hint instead of throwing — the agent can then explain to the user.

Regenerate the SetSmart public API key (used for Zapier/Make/external REST). This invalidates the old key. Set confirm=true to proceed.

Get the current outgoing webhook URL (SetSmart will POST events like booked/qualified/message here).

Set (or clear) the outgoing webhook URL for receiving SetSmart events. Pass an empty string to clear.

Return the full client_config for the user (sensitive keys redacted). Useful when the LLM needs the exact current state before making changes.

List all DM triggers grouped by channel (Instagram + Messenger). Each channel has its keyword list and strict_mode.

Replace the full keyword list for a channel (instagram or messenger). Pass an empty array to clear.

Append keywords to a channel's DM trigger list (deduped).

Remove keywords from a channel's DM trigger list.

Enable or disable strict mode for DM triggers on a channel. Strict mode only replies when a DM exactly matches a keyword.

Simulate a DM against the current trigger list. Returns whether it would match (and which keywords).

List all WhatsApp message templates for the connected WABA. Returns name, language, status, category, components.

Get a single template by name (across all languages). Returns each language version.

Create a WhatsApp template (submitted for Meta review). Provide name, language, category, and body text. IMPORTANT — variables: if your body / header_text / a URL button contains {{N}} placeholders ({{1}}, {{2}}, …), Meta REQUIRES a sample value for each one or the template is auto-rejected. Pass `body_examples` (one sample per body var, in order), `header_text_examples` (one per header var), and for URL buttons containing {{N}}, set the button's `url_example` to the fully-substituted URL. Body var numbers must be strictly sequential starting at {{1}}. Buttons/header optional.

Delete a WhatsApp template by name.

Generate WhatsApp template copy with AI using the user's recent assistants as context. Returns suggested body text (not submitted).

Return the top-used templates over the last N days with send counts and category breakdown. Sourced from message_ids (actually-sent messages), matching server/api/top-templates.js.

Preview the audience size for a set of filters (tags include/exclude, status, channel, date range). Returns a count and up to 5 sample contacts. Date filters: pass `created_after`/`created_before` (ISO date or datetime) to filter on conversations.created_at, or `since`/`until` to filter on conversations.updated_at (last activity). Note: `tags_exclude` is applied client-side, so when present the precise count requires fetching all matches; for huge audiences the returned `count` is the inclusive (pre-exclude) total.

Create a WhatsApp template broadcast. Inserts pending rows into message_queue for each matching conversation; the send-queued-messages cron then ships them via the Meta WhatsApp Cloud API. AUDIENCE: pass `conversation_ids` for an explicit list, OR audience filters (tags, qualified/booked/answered, date range — `since`/`until` on updated_at, `created_after`/`created_before` on created_at). VARIABLES: pass `body_variables` as an array of tokens, one per {{N}} in the template body. Supported tokens: {{name}}, {{firstName}}, {{email}}, {{recipient}}, {{instagram_username}}. Any non-token entry is used as a literal value for every contact. If `body_variables` is omitted and the template has a single {{1}}, the cron auto-fills it with the contact name. For fully custom per-contact values, use `variables_per_contact: { "<conv_id>": ["val1","val2"] }`. HEADER / BUTTONS: pass `header_params` and `button_params` for templates with media headers or dynamic URL buttons. SCHEDULING (the `schedule` object — fully supported, do not say it is not): • Start later: `schedule.start_at` = ISO datetime ("2026-04-19T09:00:00Z"). Defaults to "send immediately". • Spread sends over time: `schedule.batch_size` (default 50) + `schedule.batch_delay_minutes` (default 5) — e.g. {batch_size: 100, batch_delay_minutes: 10} ships 100 messages every 10 min. • Daily cap: `schedule.daily_limit` (e.g. 1000) — overflow contacts are scheduled for the next day at 09:00 UTC. • Timezone: `schedule.timezone` (default "UTC"), used for label/storage purposes. Combine these for a real campaign-style rollout: {start_at: "2026-04-19T09:00:00Z", batch_size: 100, batch_delay_minutes: 15, daily_limit: 1000} = "send 100 every 15 min starting tomorrow 9am, max 1000/day". For "send tomorrow morning" alone: {start_at: "<tomorrow>T09:00:00Z"} (use the date from the system prompt + 1 day). RETURNS a `batch_id` for `campaign_cancel` / `campaign_get_stats` / `campaign_list_batches`.

Check whether a WhatsApp template is APPROVED and ready to send (vs PENDING / REJECTED / DISABLED). Use this BEFORE calling campaign_create when you suspect a template is still in Meta review, and AGAIN once the user pings you back to confirm it has been approved before re-launching the campaign.

Cancel all pending sends in a campaign batch (uses the `batch_id` returned by campaign_create or stored by the in-app /Campaign UI). Already-sent messages are not affected.

Return send/pending/failed stats for a single campaign batch (uses the `batch_id` returned by campaign_create or stored by the in-app /Campaign UI).

List campaign batches sent by the user, with per-batch counts (pending / sent / failed) and the template + dates. Covers both MCP-launched campaigns AND broadcasts sent from the in-app /Campaign page (same `batch_id` column). Use this to find a `batch_id` you forgot, or to monitor recent broadcasts.

Send a plain text message. Channel can be whatsapp / instagram / messenger. Recipient is a phone (WA) or platform ID (IG/Messenger). The message body goes in `text` — `message` and `body` are accepted as aliases.

Send an image. For WhatsApp, pass a public URL (or uploaded media_id). For IG/Messenger, pass a URL.

Send an audio message (WhatsApp). Pass audio_url (public) or media_id (already uploaded).

Send a video message via WhatsApp Cloud API. Provide video_url (public) or media_id.

Send a WhatsApp template message with variables. Template must be approved.

React to a WhatsApp message with an emoji (only supports WhatsApp).

Return ElevenLabs settings: whether an API key is set and the stored voice_id.

Save the ElevenLabs API key on the account.

Remove the ElevenLabs API key and clear the stored voice_id.

Set the ElevenLabs voice ID that will be used for TTS and follow-up audio.

List saved follow-up audios (slugs + names) available for assistants and follow-ups.

Link or unlink an audio to an assistant (assistant_audios join). `audio_id` is the UUID returned by voice_list_audio_library (the `id` field), NOT the slug.

Return Calendly connection status and any stored account info.

Return the URL the user should open to connect Calendly (OAuth).

List Calendly event types for the connected user.

Set which Calendly event type the AI should book by default.

Check whether the Calendly account supports webhooks (Pro plan).

Disconnect Calendly. Pass confirm=true.

Return high-level dashboard stats: messages today, conversations this week, month booked/qualified, recent activity.

Return aggregate conversation/message stats over a date range with optional tag filter.

Per-channel breakdown of conversations + messages for the last N days.

Return the latest daily-stats snapshot (from global_data).

Return the latest persona analysis for the user.

Return token + cost totals for the last 30 days (from message_ids).

Return the current subscription state across providers (Stripe, Mamo, Lemon Squeezy).

Return the most recent invoice details.

List saved payment cards across Stripe and Mamo Pay.

Return recent invoices across providers (last N).

Check whether a discount code is valid for the current user.

Cancel the active subscription (routes through Stripe/Mamo/LemonSqueezy). Pass confirm=true.

Return the Instagram comment auto-reply config (replies to ALL comments on ALL posts unless a per-post/global trigger takes over).

Set the Instagram comment auto-reply: a list of public comment variants and/or a private DM that will be sent on every comment.

List Instagram global keyword triggers (apply across ALL posts when a keyword is matched in a comment). Returns each trigger as { keywords, comment_responses, private_message } — the same shape accepted by set_global_triggers / add_global_trigger.

Replace the full list of Instagram global comment triggers. Each trigger has keywords, optional comment_responses (public replies), and an optional private_message (DM). WARNING: this REPLACES the entire list — call list_global_triggers first and include any existing triggers you want to keep.

Append a single global comment trigger to the list (does not touch existing ones). `keywords` is REQUIRED — never call this tool with empty input. Provide at least one of `comment_responses` (public reply variants) or `private_message` (DM) — an empty trigger would never reply to anything.

Return the current follow-up configuration (short/long toggles, custom messages, prompts, audio IDs).

Configure the short follow-up (~4h). All fields are optional — only the ones you pass get changed. Use `enabled` to toggle on/off, `type` + matching `text` / `audio_id` / `prompt` to change the content. To ONLY update the prompt without touching the toggle, pass just `{ type: "ai", prompt: "..." }`.

Configure the long follow-up (~22h). All fields are optional — only the ones you pass get changed. Use `enabled` to toggle on/off, `type` + matching `text` / `audio_id` / `prompt` to change the content. To ONLY update the prompt without touching the toggle, pass just `{ type: "ai", prompt: "..." }`.

Configure opt-in delays (seconds, converted to ms) and the daily opt-in limit. Caps mirror the in-app form (Settings.vue): min/max delay are bounded to 240 seconds; opt-in delay can go up to 3600 seconds. Pass `daily_optin_limit: 0` to explicitly remove the cap (stored as null).

Toggle whether AI replies are split into multiple WhatsApp messages when long.

Get night-hours config: whether AI is restricted during certain hours, timezone, start, end, and whether responses should just be delayed rather than blocked.

Configure night hours. Pass restrict_night_hours=true to restrict AI during the window. start/end are 0-23 (hour of day in the given timezone).

Get scheduled off-days config (enabled flag, days array 0=Sun..6=Sat, timezone).

Set scheduled off-days. Constraint from the app: no two consecutive days may be selected. Days are 0=Sunday through 6=Saturday.

Return whether the account is currently inside a night-hours window or a scheduled off day.

Return GoHighLevel (Lead Connector) connection status.

Return the URL to start the GHL OAuth flow.

List available calendars on the connected GHL location.

Set which GHL calendar the AI should use for bookings.

Disconnect GoHighLevel. Pass confirm=true.

Return iClosed connection status and the currently selected event link prefix.

Validate an iClosed API key against /v1/events and store it on the user account on success. Returns the list of activated events.

List activated iClosed events available for the connected account. Each event has an id, name and link_prefix (the latter is what you pass to iclosed.set_preferred_event).

Set which iClosed event link prefix should be used as the default for bookings. Pass the link_prefix returned by iclosed.list_events (e.g. "lescopywriters/appel-d-couverte-copy-mastery-5").

Disconnect iClosed (deletes the stored API key and selected event). Pass confirm=true.

Return Cal.com connection status, the connected account email/username, and the currently selected default event type id.

Validate a Cal.com API key against /v2/me and store it on the user account on success. Returns the connected account profile and the list of available event types.

List available event types for the connected Cal.com account. Each event type has an id, slug, title, duration and link. Pass the id to calcom.set_preferred_event_type.

Set which Cal.com event type id should be used as the default for bookings. Pass the id returned by calcom.list_event_types.

Disconnect Cal.com (deletes the stored API key and selected event type, and disables Cal.com on every assistant of this account). Pass confirm=true.

Return Shopify connection status and store info.

Return the Shopify install URL for a given shop domain.

Update store settings (abandoned cart enable/disable, templates, etc).

Return Shopify order and abandoned-cart recovery stats for the connected store.

Disconnect Shopify. Pass confirm=true.

List recent Instagram posts (media) for the connected account. Requires instagram to be connected. Returns post IDs + captions + permalinks.

Get per-post comment triggers (or all posts when post_id is omitted). Returns each trigger in the same flat shape `set_triggers` accepts: `{ keywords, comment_responses, private_message }` — round-tripping is symmetric.

Replace the trigger for a specific post. Both `post_id` and `trigger` are REQUIRED — never call this tool with empty input. Trigger shape: { keywords:[...], comment_responses?:[...], private_message?:"..." }. At least ONE of `comment_responses` or `private_message` must be non-empty (an empty trigger would never reply to anything).

Remove all triggers attached to a specific post.

Return the current client_config settings (sensitive keys redacted).

Update one or more client_config fields. Two equivalent calling shapes are accepted (use whichever is natural): 1. Flat: `{ short_follow_up: true, daily_optin_limit: 100 }` 2. Wrapped: `{ patch: { short_follow_up: true, daily_optin_limit: 100 } }` Use dedicated tools for complex structures (DM triggers, schedules).

List the settings fields that can be updated via settings.update.

Return Facebook Messenger connection status.

Return the URL the user should open to connect their Facebook Page to Messenger.

Disconnect Facebook Messenger (clears facebook_page_id and the user_messenger_accounts row). Pass confirm=true.

List scheduled / sent / failed messages queued in message_queue. Filter by status (default `pending`), template_name (e.g. to find all rows of a recent campaign), and time window (since/until on scheduled_time).

Cancel a single scheduled message by ID. Only deletes rows with status="pending" — already-sent messages cannot be unsent.

Delete ALL pending scheduled messages for the user, optionally scoped to a template_name. Pass confirm=true.

Scrape a URL with Firecrawl and extract structured business details. Delegates to /api/scrape-website. For the full assistant-creation flow (multi-source scraping + business pack generation) prefer `assistant_scrape_sources`.

Ask Claude to infer business details (name, description, offers, audience) from previously-scraped content. Delegates to /api/generate-business-details.

Generate 5 Instagram bio suggestions from a business description. Delegates to /api/generate-bio.

DEPRECATED — prefer `assistant_scrape_sources`, which supports websites + Instagram handle + YouTube and returns the same `scraped_data` shape consumed by `assistant_generate_business_details`. Kept here as a thin alias that delegates to /api/scrape-website.

DEPRECATED — prefer `assistant_transcribe_youtube`. Thin alias that delegates to /api/transcribe-youtube.

Simulate: given a comment text on a specific post, return what private DM (and public comment reply) would be sent, based on per-post triggers, global triggers, and auto-reply.