1
Add Boom to your tool
Copy this link:Then add it the way your tool expects:
- Claude Code
- Cursor
- VS Code
- Claude Desktop / Claude.ai
- Other tools
Run this in your terminal:
2
Sign in
The first time you use it, a window opens to sign in to Boom, the same login
you use for the dashboard. Approve it, and you’re connected.
- Everything stays inside your organization.
- In more than one organization? Pick which one when you sign in.
- There’s no key to copy or keep safe. Access follows your login.
What you can do
Once connected, the AI tool gets the same capabilities as the REST API (see one uniform surface):- Customer data: find, add, and update people; record and read events (like a purchase or a sign-up); manage custom objects, things like orders or loans; and link records with relationships.
- Segments: the full authoring loop: discover what’s filterable, validate and preview a filter, create or update an audience, trigger an evaluation, and page through who’s in it.
- Initiatives: create and configure an initiative, whatever the job it runs, link the templates it sends, drive the lifecycle (launch, cancel, archive, unarchive), and read a summary of the data collected.
- Participants: add people to an active initiative, list them, check one participant’s status, read conversation transcripts (one participant at a time, or every conversation in pages of up to 100), and stop their outreach.
-
Journeys: the full authoring loop, not just reading: open a draft, add
and connect nodes, set the trigger, validate, and publish. Catalogs tell an
agent which nodes, conditions, events, templates and variables exist, so it
can build a flow without guessing. See journeys.
That includes the email send step (
SEND_EMAIL), with the templates it sends authored through the email template tools below. - Drafts: list the journey sends waiting for approval, with a preview of each, and approve or reject them one by one, by id, or everything matching a filter. Approving sends real messages, so it takes the Owner or Admin role. MCP only, with no REST equivalent: a send held for review is waiting on a named person’s judgement, and an organization API key identifies the integration, not the person.
- Extracted data: define the typed fields a conversation should yield, then read them back per participant or in aggregate. See extraction.
- WhatsApp templates: see your WhatsApp numbers, then list, read, and create message templates.
- Email templates: list, read, create and update email templates, as builder blocks or as your own HTML. See email templates.
- Message logs: list what you sent and what happened to each message — delivered, failed, or blocked — with the recipient and the failure reason, so you can clean a list or chase a non-delivery without opening conversations one at a time. See message logs.
- Your agent’s own tools: list the HTTP tools your agent can call mid-conversation, and create or update one — the same tools you author in Agent Studio’s Herramientas section. Reading the credentials and environments they reference works too, so a tool can be built end to end without leaving the chat. Secrets are never returned; a tool references one by name. Requires the Owner or Admin role, and only for organizations with Agent Studio. See the agent.
What a connected tool can do follows your role in the organization: it
can do exactly what you could do in the dashboard, and nothing more. Starting
or stopping real outreach (launching, pausing, resuming or cancelling an
initiative, adding or stopping participants, publishing or stopping a
journey, approving drafts) takes the Owner or Admin role. See
roles and permissions below.
Roles and permissions
Every MCP tool checks the same permission as the matching action in the app, using the role you hold in the organization you signed in to. A tool your role can’t use returns a permission error; nothing else about the connection changes. Your organization’s Owner assigns each member’s role.
Reading or changing your agent’s own tools, and changing organization context
or sending limits, takes the Owner or Admin role. A tool definition
carries the internal hosts your agent calls, so even reading the list is
limited to the people who can change it.
API keys work differently: a key is not tied to a person, so any valid key can make any
call for your organization. Treat a key as full access and scope who holds it
accordingly.
Related
One uniform surface
How MCP tools map one-to-one onto REST endpoints.
Quickstart
Work with the same data over the REST API.
Authentication
API keys for scripts and server-to-server calls.
Connect your database
Sync people and objects straight from your database.
Rate limits & errors
Limits and the shared error shape.