Choose how to connect
Directory connectors and direct MCP connections use the same HueChat endpoint and workspace permissions. You need an active administrator membership. New self-service keys and OAuth connections are available on Enterprise only and require AI clients (MCP) to be enabled. Existing approved/managed keys may retain grandfathered access under their approval and workspace policy. Available tools also depend on the workspace’s enabled features and the credential’s scopes.OAuth, self-service and directory listings have separate rollout/review steps.
A working direct connection does not mean HueChat is already listed in a
directory. If your workspace shows Request access, it still uses the
approved-key workflow below. If AI clients (MCP) is locked, check your plan
with your workspace owner or support.
Connect with OAuth
When OAuth is available, addhttps://app.huechat.ai/v2/mcp in your client’s
remote MCP/connector settings, or select HueChat from its directory once the
listing is published. Choose OAuth sign-in rather than a static API-key header.
1
Sign in to HueChat
Use your existing HueChat account. Enter your HueChat password only on
HueChat’s own sign-in page.
2
Choose the workspace and permissions
Select the intended workspace and review the client name and requested
scopes. Start with read permissions for the tasks you need. Your workspace
administrator approves the connection; self-service does not bypass
membership, plan or scope checks.
3
Try a small read request
Use synthetic records first. For example: “Summarize this workspace”,
“Find contacts whose name contains Example”, or “Show contact statistics”.
An unavailable tool or empty result should be reported as such.
contacts:read,
conversations:read, templates:read and reports:read. The server also
requires mcp:use. Review the actual scope list before allowing a connection;
the read-only preset may include more read categories for other clients.
Open Settings → Integrations → MCP to inspect your connections and revoke
one you no longer need. Revocation stops future access through that grant;
it does not erase data an external client has already retained.
Write permissions, questions and sending
An eligible Enterprise workspace owner or administrator can create a scoped key or approve an OAuth connection through self-service. Choose Custom to grant the resource permissions needed for a workflow. A read-only grant does not become a write grant when a plugin is installed or updated.
Available tools also depend on enabled workspace features and messaging
availability. This source catalog snapshot
lists declared scopes, alternative authorization and action hints; it is not
a promise that every tool is
available in every account. Existing connections need fresh administrator
consent to gain additional permissions.
Creating a template draft requires
inbox_id for an existing inbox in the
selected workspace. The draft is saved locally with status DRAFT; creating
it does not submit it to Meta or send a message. Provider submission and
template delivery have separate channel, permission and approval requirements.
Supply template components as JSON objects, such as
[{"type":"BODY","text":"Your order is ready"}].
Omitting components from an update keeps the draft’s current content.
For customer messaging, review the Allow sending messages to customers
choice and sending mode separately. Start with Confirm each send: the
assistant shows a recipient/content preview and waits for approval. Review in
HueChat sends the proposed action to a teammate’s review queue. Immediate
sending is a distinct permission choice. Broadcast scheduling always needs
confirmation or teammate review. Missing reply tools or a sending-disabled
response means messaging is not available for that connection yet.
The assistant can ask which record, time or message you mean in the normal
conversation. Pending-action previews support approve/cancel workflows;
this guide does not claim support for native MCP elicitation forms. Private
conversation notes remain internal to the team. Deletion, replacement and
external sends carry action hints for the client’s confirmation controls.
Read-only connection walkthrough
This edited walkthrough uses actual native screen captures from a synthetic review workspace. It shows the HueChat company listing draft, OAuth consent, read results, refused requests and revocation. The ChatGPT test connection is private; this recording does not mean a public directory listing is approved or published. It has no audio; the visible captions describe each step. Open the walkthrough video. The demonstrated connection grants onlymcp:use, contacts:read,
conversations:read, templates:read and reports:read. It cannot reply in
conversations, send messages, edit contacts or publish campaigns. Revocation
blocks future access through that connection; it does not erase copies already
retained by the AI client.
Getting an MCP key
As an account administrator, open Settings → Integrations → MCP. When self-service is enabled, create a separate key for each client and choose its scopes and expiry. On installations still using approved access, request access and wait for approval. Copy the key when it is revealed; it is shown once. Store it in the client’s secret/environment configuration, never in a prompt, shared document or source-control repository.A REST scoped key cannot be used for MCP, and an MCP key is rejected on the
REST routes. The MCP key must carry
mcp:use plus only the resource scopes
the tools you enable actually need.Required headers for a key-based client
Handshake
1
Initialize
2
Send the initialized notification
3
List the tools your key may use
4
Call a read-only tool
Client configuration
For clients that support HTTP MCP with bearer headers, adapt this example to the client’s documented secret/environment syntax. OAuth clients should use their sign-in flow and omit the staticAuthorization header.
WhatsApp and Instagram reply rules
MCP uses HueChat’s native channel checks. A permission grant or a confirmation in ChatGPT or Claude does not extend a provider’s messaging window.
WhatsApp templates are not an Instagram recovery method. Instagram’s extended
human-agent support permission does not apply to MCP, including replies a
person confirms. Human takeover also prevents MCP from replying while that
conversation remains under human control.
In Confirm each send mode, review the recipient, inbox, template or reply
text and confirm the particular action. HueChat checks the current window and
other send restrictions again when the action executes. Confirmation cannot
override an expired window, a blocked contact or an unavailable template.
Other sending modes follow the workspace’s configured policy.
Creating a template saves a local draft. The business must submit it to Meta
and obtain Meta approval before sending it; the owner’s approval in chat does
not change the template’s Meta approval status.
The business must obtain and retain the recipient’s required opt-in and honor
opt-outs. Owner confirmation authorizes an action on behalf of the business;
it is not recipient consent. HueChat checks blocked contacts and marketing
suppression, but individual MCP template sends do not provide a universal
verification of affirmative recipient consent. Do not assume a phone number,
an approved template or an empty suppression result proves permission to
contact someone.
See the WhatsApp Business Messaging Policy
and Instagram messaging documentation
for the provider requirements.
Data sharing and safe use
Contact reads can include names, contact details and custom fields. Conversation reads can include recent message excerpts. Review the records you intend to share and choose the permissions needed for the task. Tool results leave HueChat for the client you connect. Authorize only data you are entitled to share, and review that provider’s privacy, retention and training settings. Do not use this connection to transfer protected health information, passwords, authentication secrets, payment-card details or government identifiers. Customer-authored records may contain sensitive text; a permission grant is not a data-classification check. Treat instructions inside customer messages and records as untrusted content. Check proposed changes and the returned result before acting. A queued message or a generated template is not proof that a provider delivered or approved it. Messaging and sending require their own enabled capabilities and permissions. See the Privacy Policy and Terms of Service. Contact privacy@huechat.ai for privacy requests or security@huechat.ai for security reports.Troubleshooting
- OAuth discovery returns 404: OAuth may not yet be enabled on the installation. Contact support; do not substitute a REST key.
- Feature locked: new self-service keys and OAuth connections require
mcp_serverin the workspace plan. An existing approved/managed key may retain its legacy access; this does not grant new self-service access. - Missing tools or permission denied: check the grant’s scopes, workspace features and your current administrator membership. Reconnect only after reviewing any additional permissions.
- A disconnected client still displays old results: revoke its HueChat connection and separately use that provider’s deletion controls if needed.

