Integration

Chatrace integration

Chatrace is a chatbot and omnichannel inbox platform (Messenger, WhatsApp, Instagram, SMS, Telegram, Viber, web chat). Create contacts and read them with their tags and custom fields, tag them, set custom field values, send them a flow, a text, a file, products or rich content with actions, work the built-in CRM pipelines (opportunities or tickets, stages, comments), manage carts and orders of the built-in shop, update products, read and resend or cancel broadcasts, read and update AI agents, and read flows, admins, teams, calendars, integration status and human agent reply times. Not exposed: bot field values (global bot variables, often used to hold keys for external requests), template installation (a template from another author adds flows to the account, and flows can make external requests) and single-use template share links, the white-label partner and tools APIs, and admin email addresses, profile pictures and AI file links in outputs. Authentication is a bot account access token sent in the X-ACCESS-TOKEN header; one token reaches one bot account. A white-label master key (which needs an account_id on every call) and white-label domains are not supported: calls go to api.chatrace.com.

Connect Chatrace How integrations work

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Say what should happen.
The workflow builds itself.

When this happens, do that in Chatrace.Built from the 64 Chatrace tools below, on the connection you add once.

What you can do with Chatrace

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Opportunity, 6 operations

create_opportunityCreate opportunityPOSTCreates an opportunity (ticket) for a contact in a pipeline, for real, and returns it. Without stage_id it lands in the first stage.
delete_opportunityDelete opportunityDELETEDeletes an opportunity (ticket) for real.
get_opportunityGet opportunityGETReturns one opportunity (ticket): contact, title, description, value, status, priority, stage, assigned admins, who created and updated it and when.
list_opportunitiesList opportunitiesGETLists the opportunities (tickets) of a pipeline, optionally of one contact: title, value, status, priority, stage, assigned admins and dates. Page with offset and limit.
transfer_opportunity_to_pipelineTransfer opportunity to pipelinePOSTMoves an opportunity (ticket) to another pipeline and stage, for real.
update_opportunityUpdate opportunityPOSTChanges an opportunity (ticket) for real. title is required by the vendor; read the opportunity first with get_opportunity and send back the values you want to keep with your change.

Tag, 5 operations

create_tagCreate tagPOSTCreates a tag in the bot account and returns its id.
delete_tagDelete tagDELETEDeletes a tag from the bot account for real. Contacts carrying it lose it.
get_tagGet tagGETReturns one tag (id and name) by its id.
get_tag_by_nameGet tag by nameGETReturns one tag (id and name) by its exact name, to get the id that add_contact_tag needs.
list_tagsList tagsGETLists every tag of the bot account (id and name). Use a tag id with add_contact_tag, remove_contact_tag or delete_tag.

Broadcast, 4 operations

cancel_broadcastCancel broadcastPOSTCancels a broadcast for real, so it is not sent (or stops sending).
get_broadcastGet broadcastGETReturns one broadcast: id, name, status (DRAFT, NOT_SENT, SENTING, SENT, CANCELLED), send date, creator and creation date.
list_broadcastsList broadcastsGETLists the broadcasts of the bot account (at most 100) with id, name, status (DRAFT, NOT_SENT, SENTING, SENT, CANCELLED), send date, creator and creation date.
resend_broadcastResend broadcastPOSTSends a broadcast again for real, to its whole audience. Messages reach real contacts and may be billed by the channel (SMS, WhatsApp).

Contact field value, 4 operations

get_contact_custom_fieldGet contact custom fieldGETReturns one custom field value of one contact: id, name, type and value.
list_contact_custom_fieldsList contact custom fieldsGETLists one contact's custom field values: id, name, type and value (a string for text fields, else a number).
set_contact_custom_fieldSet contact custom fieldPOSTSets a contact's custom field value for real, replacing the current value.
unset_contact_custom_fieldUnset contact custom fieldDELETEClears a contact's custom field value for real.

Custom field, 4 operations

create_custom_fieldCreate custom fieldPOSTCreates a contact custom field (or, with isBotField true, a bot field) and returns its id and name.
get_custom_fieldGet custom fieldGETReturns one contact custom field definition (id, name, type, description) by its id. Read a contact's value with get_contact_custom_field.
get_custom_field_by_nameGet custom field by nameGETReturns one contact custom field definition (id, name, type, description) by its exact name, to get the id that set_contact_custom_field needs.
list_custom_fieldsList custom fieldsGETLists the contact custom fields of the bot account: id, name, type and description. type: 0 text, 1 number, 2 date, 3 date and time (Unix timestamps), 4 boolean.

Message, 4 operations

send_contentSend contentPOSTSends messages to a contact and runs actions on it for real, in one call, on any channel. Messages use the Messenger message format; actions add tags, set fields, send flows or hand the chat to a human. Chatrace documents no response body.
send_fileSend filePOSTSends a file, image, audio or video to a contact for real, from a public URL, on the chosen channel.
send_productsSend productsPOSTSends a product message (shop products the contact can buy) to a contact for real.
send_textSend textPOSTSends a text message to a contact for real, on the chosen channel: the contact receives it.

Ai agent, 3 operations

get_ai_agentGet ai agentGETReturns one AI agent: id, name, creator, attached tool ids and creation date.
list_ai_agentsList ai agentsGETLists the AI agents of the bot account (at most 100): id, name, creator, attached tool ids and creation date.
update_ai_agentUpdate ai agentPOSTChanges an AI agent for real: its prompt, max output tokens, model per provider or attached tools. Send only what you change; the live bot answers with the new settings at once.

Contact, 3 operations

create_contactCreate contactPOSTCreates a contact from a phone number for real, and can run actions on it at once (add a tag, set a field, send a flow). Chatrace documents no response body.
find_contacts_by_custom_fieldFind contacts by custom fieldGETFinds contacts whose custom field equals a value, or whose phone or email does (field_id phone or email). Returns at most 100 contacts, most recently updated field value first.
get_contactGet contactGETReturns one contact: names, channel, locale, gender, timezone, subscription state, last activity times, tags and custom field values.

Contact tag, 3 operations

add_contact_tagAdd contact tagPOSTAdds a tag to a contact for real. Tags can start automations configured in Chatrace.
list_contact_tagsList contact tagsGETLists the tags on one contact (id and name).
remove_contact_tagRemove contact tagDELETERemoves a tag from a contact for real.

Opportunity comment, 3 operations

create_opportunity_commentCreate opportunity commentPOSTAdds a comment to an opportunity (ticket) for real and returns it.
delete_opportunity_commentDelete opportunity commentDELETEDeletes a comment from an opportunity (ticket) for real.
list_opportunity_commentsList opportunity commentsGETLists the comments on an opportunity (ticket): id, text, author admin id and date. Page with offset and limit.

Order, 3 operations

get_orderGet orderGETReturns a shop order of a contact: order_id, currency, totals in cents, coupon, line items and the contact.
mark_order_paidMark order paidPOSTMarks a shop order as paid for real (no money moves: it records a payment taken elsewhere). Refused when amount_received is below the order total; when the checkout fails, Chatrace sends the contact a message saying why.
update_orderUpdate orderPOSTChanges a shop order for real: its status (6 processing, 7 shipped, 10 completed, 13 canceled) and its shipping details or note. Send only what you change.

Calendar, 2 operations

get_calendarGet calendarGETReturns one appointment calendar: id, name, appointment duration, creator and creation date.
list_calendarsList calendarsGETLists the appointment calendars of the bot account: id, name, appointment duration, creator and creation date.

Cart, 2 operations

clear_cartClear cartDELETEEmpties a contact's cart for real.
get_cartGet cartGETReturns a contact's cart ready for checkout: order_id, currency, totals in cents, coupon, line items and the contact.

Cart item, 2 operations

add_cart_productAdd cart productPOSTAdds a product to a contact's cart for real, with a quantity.
remove_cart_productRemove cart productDELETERemoves a product from a contact's cart for real.

Flow, 2 operations

list_flowsList flowsGETLists every flow of the bot account (id and name). A flow id is what send_flow takes.
send_flowSend flowPOSTSends a flow to a contact for real: the contact receives the flow's messages on their channel and its actions run. Chatrace documents no response body.

Pipeline, 2 operations

get_pipelineGet pipelineGETReturns one CRM pipeline (id and name).
list_pipelinesList pipelinesGETLists the CRM pipelines of the bot account (id and name). Page with offset and limit: raise offset by limit for the next page.

Product, 2 operations

get_productGet productGETReturns one shop product: name, price, sale price, category, stock, short description, image and creation date.
update_productUpdate productPOSTChanges a shop product for real: its price, whether contacts can buy it (active) and its stock. Send only what you change.

Admin, 1 operation

list_adminsList adminsGETLists the admins (human team members) of the bot account with their id, names and whether their availability status is on. Admin ids feed assigned_admins and list_human_agent_replies.

Agent reply, 1 operation

list_human_agent_repliesList human agent repliesGETLists one human agent's replies in a date range with response time in seconds and whether each side was within working hours. Filter by contact message time or reply time.

Ai file, 1 operation

list_ai_filesList ai filesGETLists the files the bot account's AI agents are trained on: id, name, size, creator and creation date.

Ai function, 1 operation

list_ai_functionsList ai functionsGETLists the AI functions of the bot account (id, name, creator, creation date). Their ids can be attached to an agent with update_ai_agent.

Ai message, 1 operation

save_ai_messagesSave ai messagesPOSTAdds messages to a contact's AI conversation history for real (what the AI agent remembers of the chat). Nothing is sent to the contact. Chatrace documents no response body.

Integration, 1 operation

list_integrationsList integrationsGETTells which integrations of the bot account are active: openai, gemini, claude, xai, deepseek, google_sheets and email, each with an active flag. No keys or settings are returned.

Mcp server, 1 operation

list_ai_mcp_serversList ai mcp serversGETLists the MCP servers connected to the bot account's AI agents (id, name, creator, creation date). No server address or header is returned.

Pipeline custom field, 1 operation

list_pipeline_custom_fieldsList pipeline custom fieldsGETLists the custom fields of a pipeline's opportunities: id, name, type and description.

Pipeline stage, 1 operation

list_pipeline_stagesList pipeline stagesGETLists the stages of a pipeline (id and name). A stage id is what create_opportunity and transfer_opportunity_to_pipeline take.

Team, 1 operation

list_teamsList teamsGETLists the teams of the bot account (id and name).

Use Chatrace from Claude Code, Cursor or Codex

Connect Chatrace in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Chatrace operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Chatrace

Create your workspace
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Connect Chatrace once
Add your Chatrace connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.