Chatforma for AI agents
Chatforma automates chatbot conversations across channels, managing users, message broadcasts, and dialog flows for a business running bot-based customer outreach. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.
What agents do in Chatforma.
Send a broadcast message
Send a text dispatch to a segment of users, such as an announcement or offer.
Look up a user's stored variable
Look up a specific variable stored against a user before personalizing the next message.
Check a segment's users
List the users in a segment before sending a targeted broadcast to them.
10 Chatforma actions, graded by risk.
Every Chatforma action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.
read
7Look things up. Allowed by default.
- chatforma.list_botsList Bots
- chatforma.list_usersList Users
- chatforma.list_segmentsList Segments
- chatforma.list_variablesList Variables
- chatforma.get_user_variableGet User Variable
- chatforma.list_dialog_messagesList Dialog Messages
- chatforma.list_predefined_messagesList Predefined Messages
write
3Create and change things. Allow, or ask the user first.
- chatforma.send_text_dispatchSend Text Dispatch
- chatforma.send_dialog_messageSend Dialog Message
- chatforma.send_predefined_messageSend Predefined Message
destructive
0Delete, cancel or archive. Ask first, or deny outright.
- No destructive actions.
Chatforma in three steps.
- 01Your users connect ChatformaThey add their Chatforma api key on Arc0 Connect, under your brand. It goes straight into the vault.
- 02You set the rulesReads run, and writes like “send Text Dispatch” can wait for the user to approve.
- 03Any agent can actYour agent calls Chatforma through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
await arc0.policies.set('chatforma', { read: 'allow', write: 'ask', // send_text_dispatch destructive: 'deny', }) # Claude Code: the same connection, one URL $ claude mcp add --transport http arc0 \ https://mcp.arc0.ai/u/u_8f2
How Chatforma connects.
Users add their Chatforma api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.
The same Chatforma connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →
- AUTH
- API key
- CREDENTIALS
- Per-tenant encrypted vault
- MODEL SEES
- Results only, never credentials
- AUDIT LOG
- Every call, on every plan
Use Chatforma from any agent.
ClaudeChatGPTCursor
Codex
VS CodeOpenAI Agents SDKClaude Agent SDK
Vercel AI SDK
Mastra
LangGraph
Chatforma and Arc0, answered.
Can I use Chatforma with Claude, ChatGPT or Cursor?
Yes. Connect Chatforma to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Chatforma actions you allow.
How do users connect Chatforma?
Users add their Chatforma api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.
Which Chatforma actions can my agent take?
10 in total: 7 read, 3 write and 0 destructive, such as “send Text Dispatch”. Your policies decide which of them each agent may call.
Can I make my agent read-only in Chatforma?
Yes. Allow read actions and deny writes in the Chatforma policy. Your agent can still look things up, and any write it attempts is blocked and logged.
Can my own backend call Chatforma too?
Yes. The same Chatforma connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.
Plug Chatforma into your agent.
Your users connect Chatforma once, under your brand. Your agent gets 10 actions behind your policies, with every call on the record.
Free to build · MCP + REST · Audit log on every plan