Integration

StackLab Kanban for Chatwoot integration

Kanban for Chatwoot is StackLab's add-on that puts a sales Kanban inside a self-hosted Chatwoot. Manage funnels and their stages, create, update, move, search, filter and export Kanban items (deals linked to Chatwoot conversations), assign agents, handle item checklists and notes, read stage statistics and time tracking, and schedule messages that Chatwoot sends to a conversation later. Connect with the address of your Chatwoot installation that runs the add-on and the access token of a Chatwoot user (Profile settings, Access Token), sent in the api_access_token header; every call also names the numeric account id. Left out: the CSV import routes (file upload), the reports route, the partial PATCH update (same body as update_kanban_item), and the per-funnel item list, whose answers the vendor does not describe.

Connect StackLab Kanban for Chatwoot How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in StackLab Kanban for Chatwoot.Built from the 45 StackLab Kanban for Chatwoot tools below, on the connection you add once.

What you can do with StackLab Kanban for Chatwoot

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.

Each badge shows the default agent permission of an endpoint (allowed: an agent calls it without asking; ask first: you are asked before an agent calls it, when the agent or chat asks permission for sensitive actions; never: no agent may call it), which every user can change endpoint by endpoint in their credential settings.

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

Kanban item, 15 operations

bulk_assign_kanban_items_agentBulk assign kanban items agentPOSTAgents: ask firstAssigns one Chatwoot agent to several Kanban items: mode add adds the agent, mode replace replaces the items' agents. Changes the real board; no answer body is documented.
bulk_move_kanban_itemsBulk move kanban itemsPOSTAgents: ask firstMoves several Kanban items (item_ids) to one stage (new_stage), optionally of another funnel. Changes the real board; the vendor documents no answer body.
bulk_set_kanban_items_priorityBulk set kanban items priorityPOSTAgents: ask firstSets the priority (high, medium, low, urgent or none) of several Kanban items at once. Changes the real board; the vendor documents no answer body.
change_kanban_item_statusChange kanban item statusPOSTAgents: ask firstSets the status of a Kanban item to won, lost or open. Returns the item.
create_kanban_itemCreate kanban itemPOSTAgents: ask firstCreates a Kanban item in a funnel stage: funnel_id, funnel_stage, position and item_details with a title are required. Can link a Chatwoot conversation and assign agents. Returns the item with its id.
delete_kanban_itemDelete kanban itemDELETEAgents: ask firstDeletes a Kanban item from the board. This changes the real board.
export_kanban_itemsExport kanban itemsGETAgents: ask firstExports the Kanban items of one funnel (funnel_id required) as CSV text, with the same optional filters as filter_kanban_items. Returns the whole CSV in csv.
filter_kanban_itemsFilter kanban itemsGETAgents: ask firstReturns the Kanban items matching filters (funnel, agent, conversation, priorities, value range, dates, custom attributes), with their count and the filters applied. Not paginated, unlike list_kanban_items.
get_kanban_itemGet kanban itemGETAgents: ask firstReturns one Kanban item: funnel and stage, position, linked conversation, timer, checklist, assigned agent ids, custom attributes and item_details (title, value, priority, offers, deadline, activity log, notes).
list_kanban_itemsList kanban itemsGETAgents: ask firstLists the Kanban items (the cards of the sales board) with pagination and filters: funnel, stage, agent, conversation, inbox, value range, dates, priorities, custom attributes. Returns items and pagination.
move_kanban_itemMove kanban itemPOSTAgents: ask firstMoves a Kanban item to another funnel and/or stage and returns the moved item.
move_kanban_item_to_stageMove kanban item to stagePOSTAgents: ask firstMoves a Kanban item to another stage (funnel_stage), optionally in another funnel (funnel_id). The vendor documents no answer body; read the item with get_kanban_item to confirm.
reorder_kanban_itemsReorder kanban itemsPOSTAgents: ask firstSets the position (and stage) of several Kanban items at once: each entry of positions gives an item id, its new position and its funnel_stage. Changes the real board.
search_kanban_itemsSearch kanban itemsGETAgents: ask firstSearches the Kanban items by text, optionally within one funnel. Returns the matching items and their count; an empty text returns an empty list.
update_kanban_itemUpdate kanban itemPUTAgents: ask firstUpdates a Kanban item: only the fields sent change. item_details is sent whole: read get_kanban_item first and send every detail to keep with your change. Returns the item.

Checklist item, 6 operations

add_checklist_itemAdd checklist itemPOSTAgents: ask firstAdds an item to the checklist of a Kanban item: text, optional responsible agent, due date and priority. Returns the Kanban item with its checklist.
assign_checklist_item_agentAssign checklist item agentPOSTAgents: ask firstMakes a Chatwoot agent (user id) responsible for one checklist item of a Kanban item (checklist item id from get_kanban_item_checklist). Returns the Kanban item.
delete_checklist_itemDelete checklist itemDELETEAgents: ask firstDeletes one checklist item of a Kanban item (checklist_item_id from get_kanban_item_checklist).
remove_checklist_item_agentRemove checklist item agentDELETEAgents: ask firstRemoves the responsible agent from one checklist item of a Kanban item. Returns the Kanban item.
toggle_checklist_itemToggle checklist itemPOSTAgents: ask firstFlips one checklist item of a Kanban item between completed and not completed (checklist_item_id from get_kanban_item_checklist).
update_checklist_itemUpdate checklist itemPATCHAgents: ask firstChanges one checklist item of a Kanban item: text, due date, priority, responsible agent or links. Only the fields sent change.

Funnel, 5 operations

create_funnelCreate funnelPOSTAgents: ask firstCreates a sales funnel in the Chatwoot account with its stages (stage ids must be unique). The number of funnels can be capped (the vendor answers a funnel limit error). Returns the funnel.
delete_funnelDelete funnelDELETEAgents: ask firstDeletes a sales funnel from the Chatwoot account. This changes the real board.
get_funnelGet funnelGETAgents: ask firstReturns one funnel with its stages (keyed by stage, each with name, color and id), settings and custom attributes. Use a stage as funnel_stage in the item tools.
list_funnelsList funnelsGETAgents: ask firstLists the sales funnels of the Chatwoot account, sorted by name: id, name, description, active flag, stages (keyed by stage, each with name, color and id), settings and custom attributes.
update_funnelUpdate funnelPUTAgents: ask firstUpdates a funnel: only the fields sent change. stages is sent whole: read get_funnel first and include every stage to keep. Returns the funnel.

Note, 4 operations

add_kanban_item_noteAdd kanban item notePOSTAgents: ask firstAdds a note to a Kanban item, optionally linked to another item, a Chatwoot conversation or a contact. Returns the Kanban item with its notes.
delete_kanban_item_noteDelete kanban item noteDELETEAgents: ask firstDeletes one note of a Kanban item (note_id from list_kanban_item_notes).
list_kanban_item_notesList kanban item notesGETAgents: ask firstReturns the notes of a Kanban item and their count. Use a note id in update_kanban_item_note or delete_kanban_item_note.
update_kanban_item_noteUpdate kanban item notePATCHAgents: ask firstChanges the text or links of one note of a Kanban item (note_id from list_kanban_item_notes). Only the fields sent change.

Scheduled message, 4 operations

create_scheduled_messageCreate scheduled messagePOSTAgents: ask firstSchedules a message that Chatwoot will SEND to the contact of the conversation at scheduled_at, through the given inbox (WhatsApp, email...), repeating if is_recurrent. Returns it.
delete_scheduled_messageDelete scheduled messageDELETEAgents: ask firstDeletes a scheduled message of a conversation, so it is not sent. Returns a confirmation and the deleted id.
list_scheduled_messagesList scheduled messagesGETAgents: ask firstLists the scheduled messages of one Chatwoot conversation: content, title, send time and creation time (Unix timestamps), inbox, status (pending, sent, cancelled, failed) and recurrence.
update_scheduled_messageUpdate scheduled messagePATCHAgents: ask firstChanges a scheduled message of a conversation: content, title, send time, status or recurrence. Only the fields sent change. A pending message is still sent at its time.

Checklist, 3 operations

duplicate_checklistDuplicate checklistPOSTAgents: ask firstCopies the checklist of a Kanban item to another item (target_item_id). Changes the target item.
get_kanban_item_checklistGet kanban item checklistGETAgents: ask firstReturns the checklist entries of a Kanban item and their count. Use an entry id as checklist_item_id in the checklist tools.
search_kanban_item_checklistSearch kanban item checklistGETAgents: ask firstSearches the checklist of a Kanban item by text. Returns the matching entries, the totals and the item's note and attachment counts.

Kanban item agent, 3 operations

assign_kanban_item_agentAssign kanban item agentPOSTAgents: ask firstAssigns a Chatwoot agent (user id) to a Kanban item. Returns the item with its assigned agent ids.
list_kanban_item_agentsList kanban item agentsGETAgents: ask firstReturns the agents assigned to a Kanban item and its primary agent, each with id, name, email, avatar URL and availability status (personal data of your team).
remove_kanban_item_agentRemove kanban item agentDELETEAgents: ask firstRemoves a Chatwoot agent (user id) from a Kanban item. Returns the item with its remaining assigned agent ids.

Checklist progress, 1 operation

get_checklist_progress_by_agentGet checklist progress by agentGETAgents: ask firstReturns the checklist progress of a Kanban item grouped by responsible agent, with a summary and the checklist size.

Funnel stage stats, 1 operation

get_funnel_stage_statsGet funnel stage statsGETAgents: ask firstReturns, for each stage of a funnel, the number of items in it and their total value.

Kanban item count, 1 operation

get_kanban_item_countsGet kanban item countsGETAgents: ask firstReturns the number of notes, checklist items and attachments of a Kanban item.

Stage time, 1 operation

get_kanban_item_stage_timesGet kanban item stage timesGETAgents: ask firstReturns the time a Kanban item spent per stage (stage_breakdown) and the number of stages.

Time report, 1 operation

get_kanban_item_time_reportGet kanban item time reportGETAgents: ask firstReturns the time tracked on a Kanban item: total in seconds and formatted, whether its timer is running, and when the timer started.

Use StackLab Kanban for Chatwoot from Claude Code, Cursor or Codex

Connect StackLab Kanban for Chatwoot in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its StackLab Kanban for Chatwoot 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 StackLab Kanban for Chatwoot

Create your workspace
Sign up free. Nothing to install.
Connect StackLab Kanban for Chatwoot once
Add your StackLab Kanban for Chatwoot 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.