Summary
DoubleTick WhatsApp Business inbox: connected WhatsApp numbers, chats and message history, customers with tags and custom fields, templates, broadcast groups, team, notes, quick replies and wallet balance, plus sending text, media and template messages.
Guided setup
Connect DoubleTick to Microsoft Copilot in 2 minutes
Start a free trial on AnythingMCP Cloud, connect DoubleTick in the guided setup, then add your MCP URL to Microsoft Copilot. No code and no server to run.
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Try asking
Example prompts for DoubleTick
Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.
Claude is AI and can make mistakes. Please double-check responses.
💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → DoubleTick, paste your credentials, mint an MCP API key — done. No Docker, no
git clone, no local server.
DoubleTick + Microsoft Copilot
DoubleTick WhatsApp Business inbox: connected WhatsApp numbers, chats and message history, customers with tags and custom fields, templates, broadcast groups, team, notes, quick replies and wallet balance, plus sending text, media and template messages.
Prerequisites
See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:
DOUBLETICK_API_KEY
Step 1 — Get credentials
- In the DoubleTick web app (web.doubletick.io), open Settings → Developer Documentation and click Create new key.
- Paste the key into
DOUBLETICK_API_KEY. It goes into theAuthorizationheader as is, withoutBearer. - Call
doubletick_list_channelsfirst. It lists the WhatsApp business numbers (wabaNumber) the key can use, and almost every other tool needs one of them.
The key acts as the user who created it. It sees the WhatsApp numbers, chats and templates assigned to that user. If doubletick_list_channels returns an empty list, no number is assigned to that user: have an admin assign one, or create the key with an account that has the numbers.
WhatsApp rules: free-form text, image and document messages only go out within 24 hours of the customer's last message. Check with doubletick_get_chat_window_status; outside the window, send an approved template with doubletick_send_template_message. Sending costs WhatsApp conversation fees from the DoubleTick wallet (doubletick_get_wallet_balance). Phone numbers always carry the country code, for example 919876543210.
Errors and limits: DoubleTick answers 422 when nothing is found, not only for bad input, for example when no template matches the numbers asked for. Limits are per organisation: 300 chat-message calls per minute, 180 customer-detail calls per minute, 60 note calls per minute and one message-status call per second.
Step 2 — Install the adapter
curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d
Step 3 — Add the connector in Microsoft Copilot
Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (
https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide showsYOUR_SERVER_ID.
Microsoft Copilot uses MCP servers through agents built in Copilot Studio: you add AnythingMCP to an agent as a tool, then publish the agent to Microsoft 365 Copilot and Teams. Copilot Studio connects from Microsoft's cloud over Streamable HTTP, which AnythingMCP supports.
- In Copilot Studio, open your agent (or create one), go to Tools and choose Add a tool → New tool → Model Context Protocol.
- Enter a Server name (for example
AnythingMCP), a Server description that says what the connector does, and the Server URLhttps://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID. Copilot Studio uses the description to decide when to call the server. - Under authentication, choose API key, set Type to Header and the header name to
X-API-Key, then select Create. - In Add tool, choose Create a new connection, paste an MCP API key from AnythingMCP (MCP Servers → your server → API keys) and select Add to agent.
- Try it in the agent's Test pane: ask for something that needs the
DoubleTicktools. - Select Publish, then Channels → Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft Copilot selected and choose Add channel. See agent in Teams installs it for you; in Microsoft 365 Copilot, type @ and pick the agent.
Prefer per-user sign-in? Choose OAuth 2.0 → Dynamic discovery instead of an API key: each user then signs in to AnythingMCP the first time the agent calls it.
Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Copilot Studio connects from Microsoft's cloud, so localhost does not work.
Available tools
| Tool | What it does |
|---|---|
doubletick_list_channels | List the WhatsApp business numbers (WABA channels) assigned to the key's user, with number, display name and profile |
doubletick_list_chats | List inbox chats, most recent first, with customer, last message, status, tags and assigned agent |
doubletick_get_chat_messages | Get the messages exchanged between one of your WhatsApp numbers and a customer, optionally between two dates |
doubletick_get_chat_window_status | Check whether the 24-hour WhatsApp customer service window with a customer is open, which decides if a free-form message can be sent or a… |
doubletick_get_customer | Get a customer by phone number or customer id (one of the two is needed): name, assigned agent, opt-in, custom fields and, when a WhatsApp… |
doubletick_list_templates | List WhatsApp message templates with name, language, category, components (header, body with placeholders, footer, buttons) and approval… |
doubletick_list_broadcast_groups | List broadcast groups (contact lists for template broadcasts) with id, name, member count and creation date |
doubletick_list_team | List the team members of the organisation with name, phone number, role and reporting managers |
doubletick_get_team_member | Get one team member by phone number: role, reporting managers, channel access and organisation details |
doubletick_get_wallet_balance | Get the organisation's DoubleTick wallet balance, from which WhatsApp conversation fees are paid |
doubletick_get_message_status | Get the delivery status of a sent message (sent, delivered, read, failed) from the messageId returned by a send tool |
doubletick_list_notes | List internal notes on a customer chat (from + to) or a WhatsApp group chat (group_id), newest first, with author and mentions |
doubletick_list_quick_replies | List the saved quick replies (canned answers) with shortcut and text |
doubletick_list_webhooks | List the webhooks registered for the organisation with name, URL, subscribed events and creator |
doubletick_send_text_message | Send a free-form WhatsApp text message to a customer or a WhatsApp group |
doubletick_send_image_message | Send an image by public URL, with an optional caption, to a customer or a WhatsApp group |
doubletick_send_document_message | Send a document (PDF, spreadsheet...) by public URL with an optional file name and caption, e.g. an invoice or a quote |
doubletick_send_template_message | Send an approved WhatsApp template to a customer, also outside the 24-hour window |
doubletick_send_broadcast | Send an approved template to every member of a broadcast group |
doubletick_update_customer_tags | Add tags and set custom fields on a customer, and optionally its name, opt-in and assigned agent |
doubletick_remove_customer_tags | Remove tags and custom field values from a customer |
doubletick_assign_chat | Assign a customer chat (customer_phone_number) or a WhatsApp group chat (group_id) to a team member |
doubletick_create_note | Add an internal note to a customer chat (from + to) or a WhatsApp group chat (group_id) |
doubletick_create_broadcast_group | Create a broadcast group with an optional first list of members |
doubletick_add_broadcast_group_members | Add members to an existing broadcast group by group id |
FAQ
Which Copilot is this for? Microsoft 365 Copilot at work, through agents built in Copilot Studio. The Microsoft Copilot app for personal accounts has no option to add your own MCP server.
What do I need? A work account with access to Copilot Studio (a license or a trial) to build the agent. People who use it in Microsoft 365 Copilot or Teams need access to the agent: share it with them, or ask an admin to publish it to the organization. If your organization applies data policies to Power Platform connectors, they cover MCP servers too.
The agent doesn't call the tools. Check that the header name is exactly X-API-Key and that the key belongs to the same MCP server as the URL, and make the server description specific: Copilot Studio uses it to decide when to call the server. Publish the agent again after each change; in an open chat, type "start over" to get the new version.
Next steps
- Connector landing page
- Connect to Claude
- Connect to ChatGPT
- Connect to Cursor
- Connect to Gemini
- Connect to Meta Muse
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