What Omni Octo is, and the three ways to integrate
Omni Octo is an AI platform for business messaging and calls. A workspace has phone numbers and WhatsApp senders, AI agents that answer and place calls, contacts and lists, a shared inbox across channels, campaigns, workflows and a credit balance. Octo is the workspace’s AI assistant: the one in the dashboard that sets all of this up when you ask.
Everything you set up in the dashboard can be reached from outside it in three ways.
Three ways in
Section titled “Three ways in”| Way in | What it’s for | Start here |
|---|---|---|
MCP server (https://api.omniocto.com/mcp) | Give an AI agent (Claude, Claude Code, Codex in ChatGPT, Cursor, any MCP client) the workspace’s tools. It searches for the tool it needs, and anything risky waits for a person’s OK. | MCP server overview |
Platform API (https://api.omniocto.com/v1) | Your own code sends texts and WhatsApp templates, places AI phone calls, runs campaigns, keeps contacts, works the inbox and receives webhooks, with one request shape for every channel. | Platform API overview |
OpenAI-compatible API (/v1/responses, /v1/chat/completions) | Talk to Octo from the OpenAI SDK, LangChain, LiteLLM, n8n or any tool with a “custom OpenAI-compatible endpoint” field, by changing base_url and api_key. | OpenAI-compatible API overview |
They are not separate products. The MCP server’s API tools
make Platform API requests, and Octo, over MCP or the OpenAI-compatible API,
runs the same tools, role checks and confirmations as in the dashboard. The
dashboard itself runs on its own API under /api/*
(Dashboard API reference); integrations should use the
three above.
Before you start
Section titled “Before you start”All three accept a workspace API key in the Authorization: Bearer header:
Get an API key, then
Authentication for how the key maps to
your role. On the MCP server a person can sign in with their Omni Octo
account instead, with no key at all.
Where to go next
Section titled “Where to go next”- The shortest path to a first text or call: the Quickstart.
- Connect Claude, Codex or another AI client: Connect any MCP client.
- Try things on your own phone first: Test without spending.
- Building an agent that reads these docs itself: Resources for AI agents.