SetSmart MCP for AI. Run lead orchestration and messaging from chat.

Q: How do I find all my contacts for messaging using listcontacts?

Run listcontacts first. This gives you the master list, which lets your agent identify the correct IDs needed to run the message tools like sendwhatsappmessage.

Q: Can I send a WhatsApp message only to contacts with specific tags?

Yes. First, use listtags and then instruct your agent to filter the list using those tags before running sendwhatsappmessage. This keeps messages targeted.

Q: What if I need to change a contact's email address?

Use the updatecontact tool. You must provide the contact ID and specify the field you want to change (e.g., 'email') along with the new value.

Q: Is it possible to delete a contact using the MCP Server?

Yes, the deletecontact tool handles this. You must provide the unique ID of the contact you want to remove entirely from the system.

Q: How do I check if my communication system is syncing data using listwebhooks?

Run the listwebhooks tool to retrieve a list of all active endpoints. Checking this confirms your chat activity and contact changes are syncing correctly with your main business stack.

Q: I need to build a new campaign segment; how do I see every available category using listtags?

Use the listtags tool to get a comprehensive list of all tags. This allows your agent to identify existing segments and build targeted campaigns without guessing names.

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

Connect to your AI in seconds.

SetSmart lets your AI client manage all multi-channel customer communication—WhatsApp, SMS, and contact records—from one chat window. Use tools like `list_contacts` or `add_tag_to_contact` to find leads, then send messages directly without switching apps.

It handles full lead orchestration and messaging logs.

What your AI can do

Add tag to contact

Applies a specific tag to an existing contact record.

Create contact

Builds and adds a brand new contact profile into the system.

Delete contact

Permanently removes a contact record from the database.

+ 7 more capabilities included

Manage Contact Records

Create, read, update, or delete customer profiles using tools like create_contact, get_contact, and update_contact.

Segment and Tag Leads

Organize your audience by listing available tags (list_tags) and assigning specific labels to contacts with add_tag_to_contact.

Send Multi-Channel Messages

Deliver direct messages via WhatsApp or SMS using the dedicated messaging tools: send_whatsapp_message and send_sms_message.

Orchestrate Leads

List all managed contacts (list_contacts) and retrieve their full metadata to plan next steps in your sales cycle.

Monitor System Activity

Keep tabs on how the system works by listing current webhooks or checking contact activity logs.

Ask an AI about this

Included with Plan

Waiting for input…

AI Agent

SetSmart MCP Server: 10 Tools for Messaging & Contacts

Use these ten tools to manage contact records, segment leads with tags, and send direct messages via WhatsApp or SMS through your AI agent.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using SetSmart on Vinkius

Add Tag To Contact

Applies a specific tag to an existing contact record.

Create Contact

Builds and adds a brand new contact profile into the system.

Delete Contact

Permanently removes a contact record from the database.

Get Contact

Retrieves all specific details about one contact, provided you know their ID.

List Contacts

Fetches a list of every managed contact in the system.

List Tags

Shows all the available tags you can use for segmenting your contacts.

List Webhooks

Retrieves a list of all system webhooks to monitor automation connections.

Send Sms Message

Sends a standard SMS message to a specified phone number.

Send Whatsapp Message

Sends a direct, formatted WhatsApp message to a specific recipient.

Update Contact

Modifies existing information for a contact record (like email or company name).

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Claude AI

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

Start a conversation

Open a new chat. The SetSmart integration is available immediately — no restart needed.

Antigravity

Configure Agent Environment

Open your Antigravity agent's workspace configuration or mcp-servers.json file.

Bind the Endpoint

Add the Vinkius endpoint URL to your agent's MCP connections list:

"mcp_servers": {
  "setsmart": {
    "serverUrl": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
  }
}

Provide your secure token in place of [YOUR_TOKEN_HERE] to ensure your agent requests are authenticated.

Execute

Start your Antigravity session. The agent will autonomously discover and utilize the SetSmart tools with full Vinkius guardrails applied.

VS Code Copilot

⚡

One-Click Install (Recommended)

In your Vinkius Dashboard, simply click the Add to VS Code button for this server. We'll automatically configure your local workspace.

Or configure manually

Open MCP Settings

Open VS Code, press Ctrl/Cmd + Shift + P, and search for GitHub Copilot: MCP Servers.

Add Server Config

Add the Vinkius endpoint configuration to your mcp-servers.json file:

"setsmart": {
  "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}

Ensure you replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.

LangChain

Install Dependencies

Install the LangChain MCP adapters for your environment:

pip install langchain-mcp-adapters

Connect the Server

Use the SSEClient in LangChain to connect to the Vinkius managed endpoint:

from langchain_mcp_adapters.client import SSEClient

# Connect to Vinkius
client = SSEClient(url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
tools = client.get_tools()

CrewAI

Define the Tool

Load the Vinkius MCP tools into your CrewAI agents:

from crewai import Agent
from mcp_crewai import MCPTool

# Connect securely to Vinkius
vinkius_tools = MCPTool(url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")

# Assign to Agent
researcher = Agent(
    role='Data Researcher',
    tools=vinkius_tools.get_all()
)

Execute Task

Run your CrewAI process. The agent will autonomously route tasks to the Vinkius managed server.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

Import from OpenAPI, Swagger, or YAML specs
Create Agent Skills with progressive disclosure
Deploy to edge with MCPFusion framework
Built in DLP, auth, and compliance on every call
Real time usage dashboard and cost metering
Publish to catalog or keep private

Start building

Make Your AI Do More

Start with SetSmart, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.

Use this MCP plus 5,000+ others, all in one place
Add new capabilities to your AI anytime you want
Every connection is secured and compliant automatically
Track usage and costs across all your servers
Works with Claude, ChatGPT, Cursor, and more
New servers added to the catalog every week

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by SetSmart. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

VINKIUS INFRASTRUCTURE

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on every call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

Works with Claude, ChatGPT, Cursor, and more

The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.

This connection provides 10 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.

Manually updating leads is a huge time sink.

Today's process means you open your CRM to check a lead's status. You copy their name and phone number into a separate spreadsheet. Then, you switch over to WhatsApp Web, paste the details, draft a message, and send it. If you have 20 leads, that’s 20 cycles of switching apps and copy-pasting.

With this MCP server, you talk directly to your agent: 'Get the contacts tagged as High Priority.' The agent runs `list_contacts` and filters by tag. Next, it uses `get_contact` for the details, and finally, sends a personalized message using `send_whatsapp_message`. It happens in one chat window.

SetSmart MCP Server: Control communication flow.

Manual processes force you to check logs across three different places—the CRM for status, the spreadsheet for tags, and WhatsApp Web for message history. This makes auditing a nightmare; was the message sent *after* the tag was applied?

Now, every action is traceable. You use `add_tag_to_contact` and then immediately send an SMS (`send_sms_message`). The agent handles both tools in sequence, providing a clear audit trail of exactly when and why you communicated.

Support 24/7 support@vinkius.com ↗

Security Vinkius Trust Center ↗

SLA Service Level Agreement ↗

Report Listing Send Report ↗

What your AI can actually do with this

This server lets your AI client handle all of your customer comms—WhatsApp, SMS, and the contact records themselves—from a single chat window. You won't need to jump between apps or systems anymore.

Managing Contact Records:

To see everyone you're managing, run list_contacts to fetch a list of every stored profile. If you know a specific person's ID, use get_contact and it'll pull up all their detailed info. You can start fresh by building out a brand new lead using create_contact. Need to change someone’s email or company name? Use update_contact to modify existing records in place. If you never wanna hear from them again, delete_contact permanently removes the record from your database.

Segmenting and Tagging Leads:

Keep your audience organized with tags. First, run list_tags to see every grouping label available. Then, apply those labels directly using add_tag_to_contact. This lets you segment leads instantly without manual work.

Messaging Clients:

You can send direct messages right from the chat window. Use send_whatsapp_message for formatted outreach over WhatsApp to a specific recipient. If SMS is what you need, send_sms_message sends a standard text message to any phone number. These tools let you communicate with clients without ever leaving your agent interface.

System Oversight:

You can keep tabs on how the whole system runs. To see what automation connections are active, check out list_webhooks. This gives you a full list of all current webhooks for monitoring purposes.

Built · Hosted · Managed by Vinkius SetSmart MCP Server - WhatsApp & SMS Contact Management

Server ID 019dd158-ff1e-7094-9978-1d4eeea3162e

Vinkius Inspector

Compliance Grade A+

Score 100/100

Report View Report ↗

Here's how it actually works

The bottom line is that your AI client acts as a central command center for all customer interactions, handling data retrieval and communication execution in one go.

First, subscribe to this server and enter your specific SetSmart API Key in the client settings.

Next, your AI agent uses tools like list_contacts or get_contact to gather necessary lead information from the platform.

Finally, you instruct your agent to perform an action—like sending a WhatsApp message (send_whatsapp_message) or adding a tag—and it executes the tool call.

Who is this actually for?

Anyone whose job involves high-volume lead management or multi-channel outreach. You're the Marketing Manager who hates switching between your CRM, WhatsApp Web, and spreadsheet tabs just to send a segmented campaign. Or maybe you’re an Ops Engineer tired of manually checking webhooks to see if a communication flow broke.

Sales Development Representative (SDR)

Needs to quickly retrieve contact details using get_contact and send an immediate, personalized message via send_whatsapp_message without logging into three different tools.

Marketing Manager

Manages campaign segmentation by running list_tags, then instructing the agent to add a specific tag (add_tag_to_contact) to all leads that opened an email but haven't replied yet.

Customer Support Operations Lead

Monitors system health by using list_webhooks and tracks customer history by retrieving contact metadata, ensuring every interaction is logged correctly.

What Changes When You Connect

Stop switching apps. You can send personalized WhatsApp messages (send_whatsapp_message) or SMS outreach (send_sms_message) without leaving your AI client interface, keeping all context in one place.

Manage your entire audience lifecycle: Use list_contacts to pull a list of leads, then use add_tag_to_contact to mark them as 'Follow-Up Required'—all in two prompts.

Maintain clean data. You can programmatically build new records (create_contact) or correct old ones using update_contact, ensuring your CRM is always current before a sales call.

Centralized oversight means less guesswork. Use list_webhooks to see if any automation flows broke, and check message logs for proof of delivery.

Speed up discovery. Instead of digging through menus, just ask the agent to 'find all contacts tagged as Enterprise' using tools like list_contacts and tagging logic.

See it in action

01 01

The Cold Outreach Follow-Up

A rep needs to follow up with five leads. Instead of manually finding them, the agent first runs list_contacts, filters for 'High Priority' tags (using tag logic), retrieves their details via get_contact for each one, and finally sends a mass WhatsApp message using send_whatsapp_message. The whole sequence happens in a single conversation.

02 02

Cleaning Up Stale Leads

A marketer finds 30 contacts that haven't been updated since last year. They ask the agent to run list_contacts, and then use the tool logic to identify those stale records, sending a bulk reminder SMS using send_sms_message.

03 03

Lead Status Change

A sales rep closes a deal. They tell their agent: 'Update Robert Smith's contact record.' The agent runs the update_contact tool, changing his status to 'Closed Won,' and then adds the tag 'Deal Closed' using add_tag_to_contact.

04 04

Auditing Communication Flow

An ops engineer needs proof of a communication sequence. They ask the agent to monitor the system webhooks (list_webhooks) and check the message logs, confirming that both the SMS and WhatsApp attempts were logged correctly.

The honest tradeoffs

Trying to guess contact IDs

Anti-pattern

The user just types 'Send a message to John Smith.' The agent fails because it doesn't know the required ID for get_contact or send_whatsapp_message.

The Fix

First, run list_contacts to get all available names and IDs. Then, use get_contact(ID) to pull the full profile data before attempting any messaging tool calls.

Sending a message without segmenting

Anti-pattern

The user sends an SMS blast to all contacts. This is bad because it ignores lead status and can trigger compliance issues.

The Fix

Use list_tags to see your available tags, then ask the agent to filter using specific tags (e.g., 'High Priority'), ensuring you only message the intended segment.

Overwriting data accidentally

Anti-pattern

The user just asks the agent to 'fix' a contact record without specifying what fields need changing.

The Fix

Always use get_contact first. Review the retrieved metadata, then explicitly run update_contact(ID, {field: value}) with only the necessary changes.

When It Fits, When It Doesn't

Use this server if your workflow requires both structured data manipulation and outgoing messages. Specifically, you need to read contact details (get_contact), modify them (update_contact), and then immediately act on that data by sending a message (send_whatsapp_message).

Don't use it if all you need is simple storage—a generic database tool might suffice. Don't use it if communication tracking is your only goal; dedicated logging tools handle that better. This server shines when the actions are tightly coupled: 'Find this lead, change their status, and then send them a message about it.' It’s for active, multi-step customer engagement.

Questions you might have

How do I find all my contacts for messaging using list_contacts? +

Run list_contacts first. This gives you the master list, which lets your agent identify the correct IDs needed to run the message tools like send_whatsapp_message.

Can I send a WhatsApp message only to contacts with specific tags? +

Yes. First, use list_tags and then instruct your agent to filter the list using those tags before running send_whatsapp_message. This keeps messages targeted.

What if I need to change a contact's email address? +

Use the update_contact tool. You must provide the contact ID and specify the field you want to change (e.g., 'email') along with the new value.

Is it possible to delete a contact using the MCP Server? +

Yes, the delete_contact tool handles this. You must provide the unique ID of the contact you want to remove entirely from the system.

What steps do I take if my SetSmart API Key is invalid when running a command like `add_tag_to_contact`? +

You must verify your credentials in the SetSmart dashboard. The agent won't function until you update and re-save your key within Vinkius. This ensures your AI client can authenticate correctly.

How do I check if my communication system is syncing data using `list_webhooks`? +

Run the list_webhooks tool to retrieve a list of all active endpoints. Checking this confirms your chat activity and contact changes are syncing correctly with your main business stack.

I need to build a new campaign segment; how do I see every available category using `list_tags`? +

Use the list_tags tool to get a comprehensive list of all tags. This allows your agent to identify existing segments and build targeted campaigns without guessing names.

If a message fails to send via `send_whatsapp_message`, where do I find out why? +

The AI client will return an error code or status description in the output. This tells you exactly what failed—like an invalid number format or API restriction.

Can my AI automatically send a WhatsApp message to a contact by providing their phone number and the text? +

Yes! Use the send_whatsapp_message tool. Provide the destination phone number and the content, and your agent will deliver it instantly.

How do I add a specific tag to a lead for better segmentation? +

Simply ask the agent to run the add_tag_to_contact action. You will need the Contact ID and the Tag ID to associate them correctly.

How do I find my SetSmart API Key? +

Log in to your SetSmart dashboard, navigate to Settings > API, and you will find your unique secret API Key there.

Connect to your AI in seconds.

Add tag to contact

Create contact

Delete contact

SetSmart MCP Server: 10 Tools for Messaging & Contacts

Make your AI actually useful.

Add Tag To Contact

Create Contact

Delete Contact

Get Contact

List Contacts

List Tags

List Webhooks

Send Sms Message

Send Whatsapp Message

Update Contact

Security and governance baked right in.

Claude AI

Open Claude Settings

Add Custom Connector

Start a conversation

Claude Code

Open your terminal

Add the MCP Server

Start coding

Cursor

One-Click Install (Recommended)

Open Cursor Settings

Add New Server

Use in Composer

Antigravity

Configure Agent Environment

Bind the Endpoint

Execute

VS Code Copilot

One-Click Install (Recommended)

Open MCP Settings

Add Server Config

Windsurf

One-Click Install (Recommended)

Open Windsurf Settings

Add Server Endpoint

LangChain

Install Dependencies

Connect the Server

CrewAI

Define the Tool

Execute Task

Choose How to Get Started

Build Your Own

Make Your AI Do More

Works with Claude, ChatGPT, Cursor, and more

Manually updating leads is a huge time sink.

SetSmart MCP Server: Control communication flow.

What your AI can actually do with this

Here's how it actually works

Who is this actually for?

What Changes When You Connect

See it in action

The Cold Outreach Follow-Up

Cleaning Up Stale Leads

Lead Status Change

Auditing Communication Flow

The honest tradeoffs

Trying to guess contact IDs

Sending a message without segmenting

Overwriting data accidentally

When It Fits, When It Doesn't

Questions you might have