chatwoot-fazer-ai-extensions

name	chatwoot-fazer-ai-extensions
description	Use fazer.ai-exclusive Chatwoot features — Kanban boards, tasks, steps, and scheduled messages. Use when managing pipelines, task boards, scheduling messages, or working with fazer.ai Chatwoot extensions. Requires a fazer.ai Chatwoot instance.

⚡ fazer.ai Chatwoot Extensions

Guide for using fazer.ai-exclusive features available through the mcp-chatwoot MCP server.

⚠️ These features require a fazer.ai Chatwoot instance. They are not available on standard Chatwoot.

Overview

Feature	Tools	Purpose
Kanban Boards	24 tools	Visual pipeline management for conversations and tasks
Scheduled Messages	4 tools	Time-delayed message delivery

Kanban System Architecture

Kanban Board
├── Steps (columns in the board)
│   ├── Step 1: "New" (position: 0)
│   ├── Step 2: "In Progress" (position: 1)
│   ├── Step 3: "Review" (position: 2)
│   └── Step 4: "Done" (position: 3)
├── Tasks (cards that move between steps)
│   ├── Task A → currently in Step 1
│   ├── Task B → currently in Step 2
│   └── Task C → currently in Step 3
├── Members (agents with board access)
├── Automation Settings
└── Audit Events (activity log)

Kanban Boards

Create a board

kanban_boards_create(
  account_id: 1,
  name: "Support Pipeline"
)
→ { id: 1, name: "Support Pipeline" }

List boards

kanban_boards_list(account_id: 1)

Manage board members

# Get current members
kanban_boards_get_members(account_id: 1, id: 1)

# Set members (replaces all)
kanban_boards_set_members(account_id: 1, id: 1, user_ids: [5, 7, 12])

Board automation settings

# Get current automation
kanban_boards_get_automation_settings(account_id: 1, id: 1)

# Update automation
kanban_boards_update_automation_settings(account_id: 1, id: 1,
  ... settings ...)

Kanban Steps

Steps are the columns/stages in a board.

Create steps

kanban_steps_create(account_id: 1, kanban_board_id: 1,
  name: "New", position: 0)
→ { id: 1, name: "New", position: 0 }

kanban_steps_create(account_id: 1, kanban_board_id: 1,
  name: "In Progress", position: 1)
→ { id: 2, name: "In Progress", position: 1 }

kanban_steps_create(account_id: 1, kanban_board_id: 1,
  name: "Review", position: 2)
→ { id: 3, name: "Review", position: 2 }

kanban_steps_create(account_id: 1, kanban_board_id: 1,
  name: "Done", position: 3)
→ { id: 4, name: "Done", position: 3 }

List steps

kanban_steps_list(account_id: 1, kanban_board_id: 1)
→ [{ id: 1, name: "New" }, { id: 2, name: "In Progress" }, ...]

Reorder steps

Update position to reorder:

kanban_steps_update(account_id: 1, kanban_board_id: 1, id: 3,
  position: 1)  # Move "Review" to second position

Kanban Tasks

Tasks are the cards that move through the pipeline.

Create a task

kanban_tasks_create(
  account_id: 1,
  kanban_board_id: 1,
  ... task fields ...
)

Move a task between steps

kanban_tasks_move(
  account_id: 1,
  kanban_board_id: 1,
  id: 10,
  kanban_step_id: 3  # Move to "Review" step
)

List tasks

kanban_tasks_list(account_id: 1, kanban_board_id: 1)

Update a task

kanban_tasks_update(account_id: 1, kanban_board_id: 1, id: 10,
  ... updated fields ...)

Kanban Audit Events

Track all activity on a board:

# List all events
kanban_audit_events_list(account_id: 1, kanban_board_id: 1)

# Get specific event
kanban_audit_events_get(account_id: 1, kanban_board_id: 1, id: 50)

Audit events capture: task creation, moves, updates, deletions, member changes.

Kanban Preferences

Get user-specific board preferences:

kanban_preferences_get(account_id: 1)

Scheduled Messages

Send messages at a future time — useful for follow-ups, reminders, and proactive outreach.

Schedule a message

scheduled_messages_create(
  account_id: 1,
  conversation_id: 42,
  content: "Hi! Just checking in — were you able to resolve the issue?",
  scheduled_at: "2026-01-20T10:00:00Z"
)

• scheduled_at — ISO 8601 datetime in UTC
• The message will be sent automatically at the specified time

List scheduled messages

scheduled_messages_list(account_id: 1, conversation_id: 42)
→ [{ id: 5, content: "Just checking in...", scheduled_at: "2026-01-20T10:00:00Z" }]

Update a scheduled message

Change content or timing:

scheduled_messages_update(account_id: 1, conversation_id: 42, id: 5,
  content: "Updated follow-up message",
  scheduled_at: "2026-01-21T14:00:00Z")

Cancel a scheduled message

scheduled_messages_delete(account_id: 1, conversation_id: 42, id: 5)

Common Patterns

See KANBAN_GUIDE.md for step-by-step board setup patterns.

See SCHEDULED_MESSAGES.md for message scheduling use cases.

See EXAMPLES.md for end-to-end scenarios.