WhatsApp Business MCP
In one line: Connect the official Meta WhatsApp Cloud API so your UnleashX agent can send text, template, image, document, audio, and video messages to your customers on WhatsApp.
| Category | Communication |
| Authentication | OAuth / Access Token (Meta Cloud API access token + phone number ID and WABA ID) |
| Setup time | ~15 minutes |
| Difficulty | Medium |
| Best for | Businesses sending notifications, support replies, and template campaigns to customers on WhatsApp at scale |
1. Overview
WhatsApp Business (via Meta’s WhatsApp Cloud API) is the official way for companies to message customers on WhatsApp — sending order updates, reminders, support replies, and approved marketing templates from a verified business number. Once connected to UnleashX, your agent can send plain text messages, pre-approved templates (with variables), images, documents, audio/voice notes, and videos, and mark inbound messages as read — all through your own WhatsApp Business number. Connecting this to UnleashX lets your agent automate customer communication end to end: trigger a template when an event happens, reply with a document on request, or send a voice note — using the same compliant Cloud API that Meta requires for business messaging.2. What you’ll need
- A Meta for Developers account and a Meta App with the WhatsApp product added.
- A WhatsApp Business Account (WABA) and a registered business phone number.
- Three values from the Meta dashboard: an access token, your Phone Number ID, and your WhatsApp Business Account ID (WABA ID).
- Approved message templates if you plan to send template messages (Meta must approve these in advance).
If you don’t manage the Meta App yourself, ask whoever administers your company’s Meta Business / WhatsApp setup to add you as an app admin or to share the access token, Phone Number ID, and WABA ID.
3. Get your credentials
To connect, UnleashX needs three values from Meta: an Access Token, a Phone Number ID, and a WhatsApp Business Account ID (WABA ID). Getting them means setting up the official Meta WhatsApp Cloud API — no Twilio, WATI, or AiSensy needed.Already have WhatsApp Cloud API running? Skip ahead to Step 8 — Collect your three values. The steps below are the full setup from scratch.
How the pieces fit together
Each thing you create unlocks the next. This is the chain you’ll build:Set it up step by step
Create a Meta Developer account
Go to Meta for Developers and log in with your Facebook account. Click Get Started, verify your email, turn on two-factor authentication if asked, and accept the developer terms. You now have a developer account.
Create a Meta Business Portfolio
Open Meta Business Settings and create your business portfolio — your business name, email, website, and address. This is the entity that will own your WhatsApp Business Account, and it has its own Business portfolio ID.

Verify your business (recommended)
In Business Settings → Security Center, click Start verification and upload your business documents (for example a registration certificate, GST certificate, or a utility bill).

Verification isn’t required to test, but it is required for production use and for higher messaging limits — so it’s worth doing early.
Create a Meta App
Go to your Apps dashboard and click Create App.
Choose the Business app type and click Next.
Fill in the App name and contact email (you can attach a Business portfolio now or later), then click Create app.



Add the WhatsApp product
Inside the app, find Add Product, locate WhatsApp, and click Set up.
Meta automatically gives you a test WhatsApp Business Account, a test phone number, and a temporary access token so you can try things immediately. You’ll land on the WhatsApp Quickstart page.


Send a test message (optional)
Want to confirm it works before going further? Open WhatsApp → API Setup (or Getting Started). It shows a temporary access token, your test Phone Number ID, and your WhatsApp Business Account ID, plus a ready-made 
Send the test message straight from that page, or run the command yourself — replace the three placeholders with the values shown:
curl command and a Send message button.
Add your real phone number
In WhatsApp → API Setup, scroll to Add a phone number and click Add phone number.
Enter your business name, display name, category, and the phone number to register, then choose a verification method.
Meta sends a one-time code by SMS or call — enter it to verify the number.



Collect your three values
Once the real number is added, copy these from the API Setup page (and from Business Settings → Accounts → WhatsApp Accounts). These are exactly what UnleashX asks for:

| Value | Looks like | Where |
|---|---|---|
| Phone Number ID | 123456789012345 | API Setup page (the long number, not the phone number itself) |
| WhatsApp Business Account ID (WABA ID) | 987654321098765 | API Setup page / WhatsApp Accounts |
| Access Token | a long token string | API Setup page (temporary) — make it permanent in the next step |

Create a permanent access token
The temporary token expires in about 24 hours, so create a permanent one for production.1. Add a System User. Go to Business Settings → Users → System Users and click Add. Name it (e.g. 
2. Assign your app. Select the system user → Add Assets → Apps → pick your app → enable Manage app (Full control). Also assign your WhatsApp account under Accounts → WhatsApp Accounts and allow Manage WhatsApp Account.
3. Generate the token. Back on the system user, click Generate New Token and choose your app.
4. Select permissions and generate. Choose at least:
whatsapp-api) with the Admin role.


-
whatsapp_business_messaging -
whatsapp_business_management
About webhooks (receiving messages): sending messages needs only the three values above. To receive inbound messages into a workflow, use the Webhook trigger in Workflows — UnleashX gives you a callback URL to paste into WhatsApp → Configuration in Meta. You don’t need to build your own server.Open WhatsApp → Configuration and click Edit next to the Webhook callback URL.
Paste the callback URL and verify token UnleashX gives you, then click Verify and save.
Finally, subscribe to the messages field so inbound messages are delivered to your workflow.



| Credential / scope | Why UnleashX needs it |
|---|---|
Access token (access-token) | Authenticates every call to the WhatsApp Cloud API on your behalf |
Phone Number ID (phone-number-id) | Identifies which business number sends the message |
WABA ID (waba-id) | Lets UnleashX list your approved message templates |
whatsapp_business_messaging permission | Required to send messages and media |
whatsapp_business_management permission | Required to read your message templates |
business_management permission | Lets the system user manage the WhatsApp account |
4. Connect on UnleashX
Open your agent
Sign in at tryunleashx.com and open the agent you want to connect.
Paste your credentials
Enter your access token, Phone Number ID, and WABA ID from Section 3, then save.
5. Available tools
| Tool | What it does | Changes data? |
|---|---|---|
| Send Message | Send a plain WhatsApp text message | ✏️ Yes |
| List Templates | List your approved message templates | No |
| Send Template | Send an approved template message with optional variables | ✏️ Yes |
| Send Image URL | Send an image by public URL (optional caption) | ✏️ Yes |
| Send Document | Send a document by uploaded media ID | ✏️ Yes |
| Send Document URL | Send a document by public URL | ✏️ Yes |
| Send Audio | Send an audio/voice message by media ID | ✏️ Yes |
| Send Voice Message | Download audio from a URL, upload it, and send as a voice note | ✏️ Yes |
| Send Video | Send a video by media ID (optional caption) | ✏️ Yes |
| Mark Read | Mark an inbound message as read | ✏️ Yes |
| Get Insurance Detail | Get car insurance quotes for a vehicle registration number | No |
| Zimyo Employee Detail | Look up Zimyo employee details by phone number | No |
Get Insurance Detail and Zimyo Employee Detail are helper lookups bundled into this server for specific business workflows (insurance quoting and HR employee lookup). They don’t send WhatsApp messages themselves.
6. Example usage
“Text +91 98765 43210 their order #4521 has shipped.” Behind the scenes: Send Message (UnleashX normalizes the number and posts to the Cloud API). “Send the ‘appointment_reminder’ template to this customer for 3 PM tomorrow.” Behind the scenes: List Templates (confirm the template) → Send Template (with the time as a variable).7. Permissions & data access
UnleashX CAN:- Send text, template, image, document, audio/voice, and video messages from your business number.
- List your approved message templates.
- Mark inbound messages as read.
- Send free-form messages outside WhatsApp’s 24-hour customer service window — those require an approved template.
- Create or approve templates (that happens in the Meta dashboard).
- Message numbers that haven’t opted in, or bypass Meta’s messaging policies.
- Access your Meta account settings or billing.
8. Troubleshooting
| Problem | What it means | How to fix it |
|---|---|---|
| 401 — No access token found | The access token is missing, malformed, or not sent | Reconnect and re-enter a valid access-token (and re-check it hasn’t expired) |
| 401 — No Phone Number ID | The phone-number-id is missing | Add your Phone Number ID from the Meta API Setup page |
| Token expired (Graph API error) | A temporary token expired (~24h) | Generate a permanent System User token and reconnect |
| 403 / permission error | The token lacks whatsapp_business_messaging or _management | Add the missing permission to the System User and regenerate the token |
| Template not found / not approved | The template name/language is wrong or not yet approved | Use List Templates to confirm the exact name and language; approve it in Meta if pending |
9. Frequently asked questions
Do I need approved templates to message customers? Yes — to start a conversation or message outside the 24-hour service window, WhatsApp requires a pre-approved template. Plain text messages only work within an open customer service window. Why does my access token keep expiring? You’re likely using a temporary token. Create a permanent System User access token in Meta Business Settings for production use. Is my customer message data stored by UnleashX? UnleashX sends messages on demand through Meta’s API. Inbound webhook events may be logged for delivery and analytics; outbound message content is not retained beyond what’s needed to complete the request. Can I use my own phone number? You use the business number registered to your WhatsApp Business Account in Meta. Thephone-number-id you provide tells UnleashX which number to send from.
10. References
- WhatsApp Cloud API documentation: https://developers.facebook.com/docs/whatsapp/cloud-api
- Get started / API Setup: https://developers.facebook.com/docs/whatsapp/cloud-api/get-started
- Message templates guide: https://developers.facebook.com/docs/whatsapp/business-management-api/message-templates
- System User access tokens: https://developers.facebook.com/docs/whatsapp/business-management-api/get-started

