Sales & Customer Support · Spoki + Claude
Spoki MCP with Claude: Automate WhatsApp Sales and Support Messaging
The short answer
Claude works with Spoki through the Model Context Protocol (MCP), an open standard that acts as a secure adapter between the two. Once connected with an API key, Claude can read WhatsApp conversations and campaign data, draft and send approved messages, and help manage follow-ups, while the business controls what Claude is allowed to do.
What is Spoki?
Spoki is an Italian platform for automating WhatsApp communication through official WhatsApp APIs. Businesses use it to send marketing campaigns, follow up with sales leads, handle customer support conversations and send payment messages. It suits retailers, service providers, hospitality firms and any organisation that wants to reach customers on WhatsApp at scale while keeping conversations organised and compliant.
How Claude connects to Spoki through MCP
The Model Context Protocol (MCP) is an open standard that lets Claude securely use other software. Think of it as a universal adapter: it lets Claude read information from a tool and take actions in it, using permissions the organisation sets. Where Spoki offers a direct API, Claude Automation can connect to it through an MCP server or a secure managed connector, so Claude can work with Spoki in everyday language.
Once connected, Claude can typically look up contacts and conversation history, summarise customer chats, check the status of campaigns and draft personalised follow-up messages. For example, a sales team member could ask Claude to list leads who asked about pricing last week and prepare a follow-up for each one.
Permissions and approvals keep people in charge. Access is limited to what the workflow needs, using the API key with least-privilege settings. Consequential actions, such as sending a bulk campaign or a payment message, can require a person to review and approve before anything goes to a customer. Every action can be logged for audit.
What you can automate
Sales lead follow-up
Claude reviews new WhatsApp enquiries, summarises each lead's interest and drafts a tailored follow-up. Sales staff approve the message before it is sent, so reps spend time on conversations that are likely to close rather than on manual admin.
Customer support triage
When a customer writes in, Claude reads the conversation, identifies the topic and urgency, and suggests a reply or routes the chat to the right team. Complex or sensitive cases are passed to a human agent with a short summary already prepared.
Campaign planning and reporting
A marketing manager can describe an audience and goal in plain language. Claude helps draft campaign messages, checks them against brand guidelines and prepares a weekly summary of delivery and response figures for the team.
Payment and order reminders
Claude can help prepare reminders for outstanding invoices or pending orders, personalised to each customer. Finance or operations staff review the batch and approve it, reducing missed payments and back-and-forth emails.
Re-engagement of inactive customers
Claude identifies customers who have not replied for a set period and drafts gentle re-engagement messages with an offer relevant to their past purchases. The marketing team approves the list and tone before dispatch.
An end-to-end workflow: Lead to order follow-up with CRM sync
TriggerA prospect sends a WhatsApp message asking about a product through Spoki.
Claude reads the conversation and identifies the product, budget and urgency.
Claude creates or updates the contact and deal record in the company's CRM, such as Microsoft Dynamics 365 or Salesforce.
Claude drafts a personalised reply and a follow-up scheduled for the next business day.
A sales representative reviews and approves the message in one click.
Spoki sends the approved message and logs the reply in the conversation history.
When the prospect confirms an order, Claude prepares a payment message, which a finance user approves before it is sent.
OutcomeFaster response times, fewer leads lost to delays, and a CRM that stays up to date without manual data entry. Typical results depend on the business and its volumes.
How we set it up
Free automation audit
We review your WhatsApp, sales and support processes with you to find the workflows where Claude and Spoki will save the most time, and agree on the priorities.
Secure connection
We connect Claude to Spoki using your API key, stored securely with least-privilege access so Claude only sees and does what the workflow requires.
Workflow design
We map the end-to-end flow across Spoki and your other systems such as Microsoft 365, CRM, ERP or ticketing, deciding which actions need human approval.
Testing and launch
We test the workflow against real past conversations and campaigns, then launch with monitoring and audit logs turned on.
Team training
We train your sales, support and marketing staff to use Claude confidently, review its suggestions and handle exceptions, and we provide ongoing support after launch.
Who benefits
- Sales managers
- Faster follow-up on enquiries and clearer visibility of which leads are moving forward.
- Customer support leads
- Quicker triage of chats and better-prepared handoffs to human agents.
- Marketing managers
- Easier campaign drafting, audience ideas and simple weekly reporting.
- Finance and operations teams
- Fewer missed payments and less manual chasing of outstanding orders.
Security and control
- Human approval is required before bulk campaigns, payment messages or other consequential actions are sent.
- Access uses your API key with least-privilege settings and can be revoked at any time.
- Every action taken through Claude is logged so that it can be reviewed and audited.
- Messages are checked against your brand guidelines and WhatsApp messaging rules before dispatch.
- Customer data is handled according to the applicable data protection law and only for the purposes you approve.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can align the workflow with their state and national privacy requirements and their customer communication rules. Indian businesses are designed around the Digital Personal Data Protection Act, 2023, including consent and purpose limitation for messages. Companies in the UAE and Saudi Arabia can meet local data protection laws, and hosting for Claude can be chosen in India, the United States, the United Kingdom or the European Union to meet those requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Spoki MCP server do?
The Spoki MCP server acts as a secure bridge between Claude and your Spoki account. It lets Claude read conversation and campaign information and carry out approved actions, such as sending WhatsApp messages, through the Spoki API. It only exposes the capabilities that your workflow is set up to use.
Is connecting Claude to Spoki secure?
Security depends on how the connection is set up. We use your API key with least-privilege access, restrict what Claude can do, require human approval for consequential actions, and keep audit logs of every step. Keys can be rotated or revoked at any time.
What can Claude do with Spoki once connected?
Typically Claude can read WhatsApp conversations, summarise customer chats, draft personalised replies and campaign messages, check campaign status and help prepare follow-ups. Sending messages can be limited to approved actions so that people stay in control.
How long does setup take?
A simple connection and single workflow can often be set up in a few weeks, including testing. Larger projects that involve several systems, such as a CRM and ticketing, usually take longer. The free automation audit gives a clearer timeline.
What account access or permissions are needed?
In general you need an active Spoki account with API access enabled and an API key generated for the connection. The exact permissions depend on the workflow, and we set them up with the minimum access needed. We confirm the requirements during the audit.