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Melso Agents is available only internally or by private invitation. Agents-specific features require existing access. For the autónomo fiscal service, see Get started.
The steps below apply with an invited Agents company selected. Its Settings → My agent page includes WhatsApp linking; this connection does not enable fiscal tools in an Agents company. For the autónomo fiscal service, use WhatsApp with Melso. No WhatsApp flow approves, files or pays a fiscal return. Fiscal authorization requires the exact saved version in the authenticated app, followed by professional review and filing as described in Approvals and filing. Approval of a repository change is separate from fiscal authorization. You can message Melso on WhatsApp and ask it to start a Task using Claude Code. Melso coordinates the work, Claude Code runs it in a cloud sandbox, and the Melso assistant brings the result back to your conversation. The Task keeps a record you can open and review on the web. This connects WhatsApp to Melso’s assistant. It does not turn your WhatsApp account into a direct chat with Claude, connect a local Claude Code terminal, or give an agent access to your other WhatsApp conversations.

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Before you start

You need a Melso account, access to an invited Agents company, and WhatsApp. Claude Code must be available for your account: model execution can use Melso credits (gateway), an enabled Anthropic API key (api_key), or your own connected Claude Code account (account). Check Settings → AI providers and the provider account guide if execution is unavailable. For work that needs a repository or an app, connect that resource in Melso and allow it in the Task’s Area. Linking WhatsApp does not grant access to other accounts or repositories.
1

Open your company

Open Melso, sign in and select your invited Agents company.
2

Connect WhatsApp

Open Settings → My agent and choose Connect WhatsApp.
3

Send the link message

Choose Open WhatsApp and send the prepared message, or send link YOUR_CODE with the code shown in Settings.
4

Check the connection

Check that Settings → My agent shows Connected, then describe the work in the same WhatsApp conversation.
Each chat account links to one company. Check the company shown on the connection before sending company work. You can move or disconnect the connection in Settings → My agent. If a link code expires, choose Connect WhatsApp again to generate a new one.

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Ask for a Claude Code task

Name Claude Code explicitly when that is the agent you want. For example:
Use Claude Code to review the README in our connected repository. Prepare a clearer setup section and show me the proposed changes. Do not publish them.
Do not send a request such as “Use this password to access a repository I have not connected.” Connect the resource with its owner’s permission and use Secrets when a credential is needed; never paste it into chat. Melso checks the available execution options and starts the Task when the required access and funding are available. A request to use Claude Code does not itself confirm that a Run started: check the Task and its execution status. If Melso reports missing access or provider capacity, resolve that before retrying. You can send follow-up instructions in the conversation, answer questions that block the work, and open the Task on the web to inspect its output. Review the proposed changes before approving publication or a merge.

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What this connection can do

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If the workflow stops

  • No connected chat: finish sending the link message and check Settings for the connection status.
  • Wrong company: move the connection to the intended company in Settings before requesting more work.
  • Claude Code unavailable: check Settings → AI providers for funding, account access, or a provider limit. Linking WhatsApp does not bypass these requirements.
  • A Task needs input: answer its question in the conversation or open the Task on the web. Activity alone does not mean the work is complete.
For programmatic task creation instead of chat, use the API quickstart.