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MCP Integration

Sequenzy supports the Model Context Protocol (MCP), allowing AI assistants like ChatGPT, Claude.ai, Claude Desktop, Claude Code, Codex, Cursor, and other MCP clients to manage your email marketing directly.
Sequenzy is not fully agent-friendly yet. MCP, CLI, and auth.md discovery cover many common workflows, but some setup, billing, destructive account actions, advanced configuration, and final send decisions may still require dashboard use or explicit human review.

What You Can Do

With Sequenzy MCP, AI assistants can:
  • Manage subscribers - Add, update, search, and remove subscribers
  • Manage your audience - Create, update, and delete lists, segments, and tags, and enroll subscribers in sequences
  • Create sequences - Generate and configure email automation sequences
  • Draft campaigns - Create and edit campaign drafts
  • Manage landing pages - Create, edit, publish, unpublish, and connect custom domains
  • Build signup forms - Create list-scoped saved forms and return client-safe static-site embed code
  • Control campaign delivery - Cancel, pause, resume, duplicate, and delete campaigns, and run campaign A/B tests
  • Send transactional emails - Send single emails via template or HTML
  • Manage your team - List members, invite teammates, and cancel invitations
  • Triage your inbox - Read, reply to, and close subscriber conversations
  • Manage webhooks - Create, test, and replay outbound webhook deliveries
  • View analytics - Get stats for campaigns, sequences, and overall performance
  • Manage localization - Read, supply, and AI-sync localized template variants
  • Generate content - AI-powered email and sequence generation

Remote Setup For ChatGPT, Claude.ai, And Mobile

Use the remote connector when you want Sequenzy tools in ChatGPT, Claude.ai, Claude mobile, and other cloud-hosted MCP clients that cannot launch a local npx process. You can copy the connection details from the existing MCP button in the Sequenzy dashboard sidebar:
  1. Open your workspace dashboard
  2. Click the MCP button in the sidebar developer setup area
  3. Copy the Remote MCP server URL
  4. Paste it into your AI client’s custom connector settings
  5. Complete the Sequenzy OAuth approval flow
Remote MCP server URL:
In Claude:
  1. Open Settings → Connectors
  2. Choose Add custom connector
  3. Enter a name such as Sequenzy
  4. Enter the remote MCP server URL above
  5. Complete the Sequenzy OAuth login flow
After connecting, Claude sends authenticated MCP requests to Sequenzy from Anthropic’s cloud infrastructure, so the connector is available from Claude web and mobile without keeping Claude Desktop open. Remote setup uses OAuth; you do not need to paste a Sequenzy API key into Claude. In ChatGPT:
  1. Open Settings → Connectors (custom connectors require a plan with connector support and Developer mode enabled under Advanced settings)
  2. Choose Create to add a custom connector
  3. Enter a name such as Sequenzy
  4. Enter the remote MCP server URL above
  5. Complete the Sequenzy OAuth login flow
  6. In a new chat, enable the Sequenzy connector from the composer’s tools menu
Like Claude, ChatGPT uses OAuth for the remote connector; you do not need to paste a Sequenzy API key into ChatGPT. Agents that support user-approved service registration can also discover the current flow through auth.md. For broader agent setup notes, including the distinction between API/MCP auth and dashboard signup, read agents.md.

Hand Off from the Dashboard

The AI assistant sidebars in the sequence builder and the email editor include an Open in menu next to the message box. Type what you want to change, then:
  • Copy prompt copies an agent-ready prompt that includes your company ID and the current sequence or campaign, for use with any agent
  • Open in ChatGPT or Open in Claude opens the prompt in a new chat
  • Open in Cursor opens the prompt in the Cursor desktop app
  • Set up Sequenzy MCP opens the AI Agent Setup wizard if your agent is not connected yet
Agents connected through the Sequenzy MCP server can use the IDs in the prompt to inspect and edit the exact resource you were working on. The prompt is self-sufficient: it names your workspace and ends with the two ways an unconnected agent can get access - add the remote MCP server URL in its connector settings (with a link to the setup guides on this page), or use an API key you create in the dashboard under Settings → API Keys against the REST API. The prompt itself never contains an API key: it is copied through the clipboard and hosted-agent URLs, so you paste the key to the agent directly instead.

Local Setup

Use local setup for desktop and IDE clients that support local stdio MCP servers, including Claude Desktop, Claude Code, Codex, Cursor, Windsurf, and VS Code. You can also use the sidebar MCP button in the Sequenzy dashboard to copy the local setup command, create a personal key for manual local configs, and jump to the full setup docs. For MCP authorization and generated local MCP keys, Safer agent access is the default. It lets the agent inspect data and draft content without live delivery, destructive deletes, team changes, or API key creation. Choose Full access when you intentionally want the agent to use the complete MCP surface, including sending, deletes, and administration. Use sender presets or custom scopes when the agent should send only specific kinds of email.

Quick Setup

The easiest way to set up MCP is using our setup wizard:
This will:
  1. Open your browser to log in
  2. Create a personal API key
  3. Auto-detect supported installed AI clients, including Codex, Claude Code, Claude Desktop, Cursor, Windsurf, and VS Code
  4. Configure those clients automatically using their native MCP CLI when available, with config-file fallback when needed

Manual Setup

Across most MCP clients, the core server config is the same:
  • Command: npx
  • Args: -y @sequenzy/mcp
  • Env: SEQUENZY_API_KEY=seq_user_your_key_here
If your client supports local stdio MCP servers, you can usually reuse that exact command and environment variable in its native config format.

Claude Desktop

  1. Open Claude Desktop settings file:
    • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
    • Windows: %APPDATA%\Claude\claude_desktop_config.json
  2. Add Sequenzy MCP:
  1. Restart Claude Desktop

Cursor

  1. Open ~/.cursor/mcp.json (create if it doesn’t exist)
  2. Add Sequenzy:
  1. Restart Cursor

Windsurf

Same format as Cursor, but the config is at:
  • macOS: ~/Library/Application Support/Windsurf/mcp.json
  • Windows: %APPDATA%\Windsurf\mcp.json

Claude Code

You can add Sequenzy to Claude Code directly from the CLI:
If you prefer a shared project config, add the same server to .mcp.json:
On native Windows, wrap npx with cmd /c:

Codex

You can add Sequenzy to Codex from the CLI:
Verify that Codex can see the server:
Or add it manually in ~/.codex/config.toml:

VS Code Copilot

VS Code uses a servers object in its MCP config:

Other MCP Clients

For tools like OpenClaw, Hermes, and other MCP-compatible clients, use the same Sequenzy stdio server:
  • Command: npx
  • Args: -y @sequenzy/mcp
  • Env: SEQUENZY_API_KEY=seq_user_your_key_here
If a client asks for a JSON config, use the same mcpServers.sequenzy shape shown above unless its docs specify a different schema. If it provides a CLI helper, point it at npx -y @sequenzy/mcp and set the same environment variable.

Getting Your API Key

  1. Go to the Sequenzy dashboard
  2. Click the MCP button to create a personal key for local MCP, or open Settings → API Keys for backend keys
  3. Choose a permission preset or custom permissions
  4. Copy the key (personal keys start with seq_user_)
Or use the setup wizard: npx @sequenzy/setup

Recover from missing API key permissions

When a tool reports a missing scope such as campaigns:read or templates:write, call get_account first. Its apiKeyPermissions field shows the current key’s activeKey identity, effective preset, full-access state, scope counts and description, exact scopes, common missing marketing read scopes, and a direct manageUrl for the selected company’s API Keys settings. Compare activeKey.name and the non-secret activeKey.prefix with the key listed in Settings to confirm that the MCP client actually loaded your replacement credential. Each company also includes a settingsUrl. If the key does not include account:read, get_account cannot return that metadata; open the Sequenzy dashboard directly and use the MCP setup or Settings → API Keys instead. API key permissions cannot be changed after creation. For a local API-key connection, open manageUrl (or companies[].settingsUrl and select API Keys), then:
  1. Choose Read-only for discovery-only access, Safer agent access for common drafting and setup work, or Custom and include every scope named in the error.
  2. Replace SEQUENZY_API_KEY in the MCP configuration.
  3. Restart the MCP client so it uses the replacement key.
For hosted OAuth MCP, disconnect the Sequenzy connection and reauthorize it. Choose a preset or custom permissions that include every scope named in the error, then reconnect.

Available Tools

Subscribers

  • add_subscriber - Add a new subscriber; its status is creation-only, so use update_subscriber for an existing contact
  • create_subscriber_import - Queue up to 5,000 full CRM subscriber records in one call, including names, external IDs, phone numbers, tags, lists, statuses, and custom attributes
  • get_subscriber_import - Check import progress and row-level outcome counts
  • update_subscriber - Update profile fields, attributes, tags, or global status; status: "unsubscribed" suppresses future marketing while preserving history
  • remove_subscriber - Unsubscribe while preserving history, or permanently delete only with hardDelete: true
  • get_subscriber - Get subscriber details
  • search_subscribers - Search by tags, lists, attributes, segments

Lists

  • list_lists - List subscriber lists
  • create_list - Create a subscriber list
  • update_list - Update a list’s name, description, or privacy
  • delete_list - Permanently delete a list and all of its memberships; subscribers themselves are kept
  • add_subscribers_to_list - Bulk add up to 500 subscribers to a list from an email array
  • remove_subscribers_from_list - Remove up to 500 subscribers from a list by email; subscribers stay in your audience and unmatched emails are returned in notFound

Campaigns

  • list_campaigns - List all campaigns, including reviewer feedback in rejectionComment for rejected campaigns
  • get_campaign - Get campaign details and stats, including reviewer feedback in rejectionComment for rejected campaigns
  • create_campaign - Create a campaign from a prompt, raw HTML, or Sequenzy blocks; native blocks include Poll and NPS surveys. Prompt generation saves the generated subject, preview text, company logo/footer, and uses the company font. Defaults to draft, with status: "sent" available for archived/imported sent campaigns
  • update_campaign - Edit a draft, including reply-to settings, raw HTML, or Sequenzy blocks such as Poll and NPS surveys
  • schedule_campaign - Schedule a draft or already scheduled campaign; pass recurringInterval: "weekly" or "monthly" to repeat it automatically, re-evaluating audience membership at every run
  • send_test_email - Send test to single address
  • cancel_campaign - Cancel a scheduled, paused, or sending campaign; remaining emails are not sent and the campaign cannot be restarted
  • pause_campaign - Pause a campaign that is currently sending
  • resume_campaign - Resume a paused campaign, optionally spreading the remaining delivery over 1-72 hours with spreadOverHours
  • duplicate_campaign - Duplicate a campaign as a new draft. mode: "campaign" (default) copies the campaign and its email, "ab_test" also copies the A/B test with all variants, and "variant" copies a single variant’s content (requires variantId)
  • resend_campaign_to_non_openers - Create a draft that resends a sent campaign to everyone in the same audience who didn’t open it. Available 6 hours after the campaign finishes sending; returns the draft and an estimate of how many subscribers haven’t opened the original. The draft must be scheduled or sent separately
  • delete_campaign - Permanently delete a campaign; sending, scheduled, or paused campaigns must be cancelled with cancel_campaign first

Saved Forms

  • list_forms - List saved forms, audience settings, and public action URLs
  • create_form - Create and publish a form scoped to one or more list IDs
  • get_form_embed - Get the action URL, hosted JavaScript, native form, and fetch example
For a static Astro, Hugo, Jekyll, Cloudflare Pages, Netlify, or GitHub Pages site, start with list_forms, call create_form if needed, then use get_form_embed. The returned browser code never includes a Sequenzy API key; the opaque form ID selects the server-managed lists, tags, duplicate behavior, and success action.

Landing Pages

  • list_landing_pages - List landing pages with status, metrics, content, and URLs
  • get_landing_page - Get landing page details, editor content, metrics, and public URLs
  • create_landing_page - Create a draft landing page from default template content or supplied JSON
  • update_landing_page - Edit landing page name, slug, or full editor-compatible content
  • publish_landing_page - Publish a landing page, optionally saving name, slug, or content first
  • unpublish_landing_page - Return a landing page to draft, optionally saving edits first
  • delete_landing_page - Delete a landing page
  • connect_landing_page_domain - Connect a custom landing page domain and return DNS setup details
  • update_landing_page_domain_settings - Replace or verify landing page custom domain settings
Landing page content uses Sequenzy’s editor-compatible JSON schema with version, template, seo, theme, and blocks. The API validates CTA, pricing, footer, and form redirect URLs before saving or publishing. Custom landing page domains require a CNAME record pointing to pages.sequenzydns.com; call update_landing_page_domain_settings with verify: true after DNS changes propagate.

Company

  • list_api_keys - List company API keys as non-secret metadata, including IDs, prefixes, permission receipts, usage timestamps, and the active-key marker
  • revoke_api_key - Permanently revoke an exact company API key by ID after checking it with list_api_keys (delete_api_key is a compatibility alias)
  • get_company - Get company details, product info, brand colors, AI writing context, and effective localization settings
  • update_company - Edit product info, brand context, and the default email theme (emailTheme accepts partial updates; null resets it), or set account-wide fromEmail and replyTo defaults (From domains must be verified)
  • add_sending_domain - Add a sending domain and return the SPF, DKIM, MAIL FROM, and inbound DNS records required for setup (add_website remains as a compatibility alias)
  • list_websites / check_website - Read stored aggregate, SPF, DKIM, and MAIL FROM status
  • verify_sending_domain - Run a fresh sending-domain verification and return current diagnostics
  • get_sync_rules - Get the automatic tag changes applied when events fire, plus whether the optional platform preset is active
  • update_sync_rules - Replace the full sync rule set ([] disables rules; null opts into the inherited SaaS/ecommerce preset); rules support subscriber-tag conditions and a product match (tags, collections, product types, vendors) for commerce events
  • get_shopify_automation_settings - Get the connected Shopify store’s browse-abandonment and price-drop settings with defaults applied
  • update_shopify_automation_settings - Update browse-abandonment and/or price-drop settings (partial update; null resets a section to the defaults)
For a new sending domain, call add_sending_domain, publish the records in website.dnsRecords, wait for DNS propagation, and then call verify_sending_domain. Checking or verifying an unconfigured domain returns a recovery message that points back to add_sending_domain.

Sequences

  • list_sequences - List sequences with dashboard-compatible status, search, label, limit, and offset filters
  • get_sequence - Get sequence details plus normalized sequence.nodes with each node’s id, nodeType, current config, updatedAt, and updateHints describing editable/managed fields and the concurrency token to return; reusable sequence.edges, graphRevision, and editable sequence.emails are also returned, including each linked email’s effective emailPreset (branded or minimal)
  • create_sequence - Create a sequence with:
    • Only name for a blank, disabled trigger-to-completion draft matching the dashboard; trigger defaults to contact_added
    • Dashboard metadata (description, labels, userCancellable, and sequence BCC recipients) plus full From/Reply-To identity
    • trigger: "inbound_webhook" with integration metadata, in addition to list, tag, segment, event, inactivity, and frequency triggers
    • trigger: "segment_entered" plus segmentId for saved-segment entry automations
    • goal - AI generates email content
    • durationDays - total duration used to space AI-generated emails when using goal
    • emailStyle - visual (designed) or plain (text-first) for AI-generated emails; defaults to the company’s saved preference
    • steps with blocks - Sequenzy JSON block format
    • steps with html - Any HTML (React Email, MJML, provider exports, etc.) preserved as one raw HTML block
    • enrollmentMode: "matching_field" for event-triggered product-, variant-, order-, or subscription-specific sequences that should block duplicate active runs only for the same resolved field
    • A scalar enrollmentFieldPath, such as order.id or product.providerVariantId, when you want matching_field to use a custom event property. Array traversal with [] is supported by propertyFilters, not enrollment keys
    • propertyFilters for event_received triggers - only start the sequence when the event properties match, e.g. scope a purchase sequence to one product with { "path": "lineItems[].providerProductId", "operator": "equals", "value": "prod_123" } (or productIds for Stripe saas.purchase events)
    • For event_received sequences, step content can use {{event.amount}}, {{event.order.id}}, or other {{event.*}} merge tags from the event payload that enrolled the subscriber
    • Custom-event responses include eventTrackingCode plus eventTracking, which gives the endpoint, normalized trigger filters, a generated payload example, examplePayloadMatchesFilters, the direct docs URL, and arguments for get_integration_guide. When the example does not satisfy every filter automatically, follow examplePayloadNote and adapt it before sending
  • update_sequence - Modify a sequence, target a specific step with the emailId or nodeId returned by get_sequence, atomically replace its typed trigger, or update enrollmentMode / enrollmentFieldPath. Set bccEmails to blind-copy team inboxes on every email the sequence sends (use clearBccEmails to remove them)
  • update_sequence_node - Patch one existing node in place using its nodeId. It supports every stored node type: delays, email/SMS content, actions, conditions, branch configuration without topology changes, webhooks, and triggers. Pass the node’s latest updatedAt as expectedUpdatedAt to prevent stale writes
  • update_sequence_nodes - Apply multiple type-aware node patches atomically. Use this for bulk edits such as changing every 5-minute delay to 7 days or setting several email nodes to { "emailPreset": "minimal" }; either every patch commits or none do
  • edit_sequence_graph - Atomically move, reconnect, delete, or deep-copy existing sequence nodes using the latest graphRevision; active sequences require explicit structural-change confirmation
  • insert_sequence_step - Insert a typed email, SMS, delay, discount, subscriber-update, tag/list, outbound webhook, condition, logic_wait_for_event, or logic_branch step. Webhooks accept URL, GET/POST method, and string-valued headers. Wait nodes accept eventName, timeoutDays, and timeoutAction. Branch paths accept typed conditions plus targetNodeId/elseTargetNodeId, new path steps, or both, so one atomic call can route a reply path to completion and Else to an existing follow-up
  • enable_sequence / disable_sequence - Control status
  • duplicate_sequence - Create an independent draft copy, including graph, emails, and sequence A/B tests
  • archive_sequence / unarchive_sequence - Move a sequence into the dashboard archive or restore it as a draft
  • list_sequence_goals / create_sequence_goal / update_sequence_goal / delete_sequence_goal - Manage the persisted event or subscriber-attribute conversion goals shown by the dashboard
  • get_sequence_inbound_webhook / configure_sequence_inbound_webhook / rotate_sequence_inbound_webhook_secret - Read and configure the secret endpoint, field mapping, sample payload, and setup state attached to an inbound-webhook sequence trigger
  • enroll_subscribers_in_sequence - Manually enroll up to 500 subscribers by email, subscriber ID, or both. Only active subscribers are enrolled: unknown emails are returned in notFound, and inactive, unavailable, or already enrolled subscribers are counted in skipped. Pass targetNodeId (a non-trigger nodeId from get_sequence) to start at a specific step instead of the first step after the trigger. The sequence must be accepting entrants.
  • cancel_sequence_enrollments - Stop active or waiting enrollments in a required sequence by either subscriberId or entry-event field values. Field-value cancellation can use fieldPath or the sequence’s configured enrollmentFieldPath, and should be run with dryRun: true before applying bulk changes.
For node updates, call get_sequence immediately before writing. Start with the returned node config and send only changed fields. Delay nodes use a readable patch such as { "delay": { "days": 7 } }, delayMs, or waitUntil. Node updates for action_email can set { "emailPreset": "minimal" } to change only that linked email’s Style > Format without changing the company theme. This applies the same transformation as the dashboard to native Sequenzy blocks, including emails that contain supported custom HTML blocks. An email stored entirely as one standalone raw HTML block does not support emailPreset, and emailPreset cannot be combined with html or htmlContent. Existing node patches and arbitrary graph topology are intentionally separate: use insert_sequence_step for a new typed branch or wait node, and use edit_sequence_graph to add/remove branch paths, reconnect edges, reorder nodes, or convert the flow structure. Updating an active sequence requires confirmLiveChange: true after the user confirms the impact. Recipients already waiting keep their existing scheduled timestamp; the new delay applies to recipients that reach that node after the update. For the common “suppress the second email after a reply” flow, call get_sequence, take the first email, follow-up, and completion node IDs, then insert the branch in one request:

Transactional

  • list_transactional_emails - List transactional templates and API slugs
  • get_transactional_email - Read a transactional email by ID or slug, including body blocks
  • create_transactional_email - Create a transactional template from a prompt, raw HTML, or Sequenzy blocks. Prompt-generated templates include company branding with no unsubscribe link
  • update_transactional_email - Update transactional email metadata or body content
  • send_email - Send a single email using direct subject and html content (mapped to the transactional API’s subject and body fields), or pass a saved transactional email API slug through the compatibility-named templateId field. Its variables object supports nested arrays for repeat blocks, such as { "event": { "items": [...] } }.

Segments

  • list_segments - List saved segments
  • create_segment - Create a segment from explicit filters, including nested AND/OR groups, event filters, segment filters, Stripe product purchase filters, and optional filterJoinOperator
  • update_segment - Update a segment’s name and/or replace its filter rules using the same filters plus filterJoinOperator or nested root shapes as create_segment
  • delete_segment - Permanently delete a segment; subscribers are not affected
  • get_segment_count - Preview how many active subscribers match a segment
For Stripe product segments, use the product-specific Stripe fields. The supported shapes are:
  • {"id":"filter-1","field":"stripeProduct","operator":"is","value":"prod_pro"} for “bought product”
  • {"id":"filter-1","field":"stripeProduct","operator":"is_not","value":"prod_pro"} for “didn’t buy product”
  • {"id":"filter-1","field":"stripeProduct","operator":"at_least","value":"prod_pro:3"} for “at least 3 payments”
  • {"id":"filter-1","field":"stripeProduct","operator":"less_than_count","value":"prod_pro:3"} for “fewer than 3 payments”
  • {"id":"filter-1","field":"stripeCurrentProduct","operator":"is","value":"prod_pro"} for “currently has product”
  • {"id":"filter-1","field":"stripeTrialProduct","operator":"is","value":"prod_pro"} for “currently trialing product”
  • {"id":"filter-1","field":"stripeTrialProduct","operator":"is","value":"prod_pro:is_canceled"} for “trialing product is set to cancel”
  • {"id":"filter-1","field":"stripeTrialProduct","operator":"gte","value":"prod_pro:start_at:7 days ago"} for “trial started in the last 7 days”
  • {"id":"filter-1","field":"stripeTrialProduct","operator":"is","value":"prod_pro:end_at:2026-05-26"} for “trial ends on May 26, 2026”
For products purchased through commerce orders (Shopify, WooCommerce, or the Commerce API), use the commerceProduct field. The value is provider:productId - product IDs are provider-scoped, so the provider prefix (shopify, woocommerce, or api) tells the filter which catalog the ID belongs to. A bare product ID matches the ID on any provider:
  • {"id":"filter-1","field":"commerceProduct","operator":"is","value":"api:prod-starter-kit"} for “bought product”
  • {"id":"filter-1","field":"commerceProduct","operator":"is_not","value":"api:prod-starter-kit"} for “didn’t buy product”
  • {"id":"filter-1","field":"commerceProduct","operator":"at_least","value":"shopify:42:2"} for “placed at least 2 orders containing the product”
  • {"id":"filter-1","field":"commerceProduct","operator":"less_than_count","value":"shopify:42:2"} for “fewer than 2 orders containing the product”
For engagement filters (emailSent, emailOpened, emailClicked, emailBounced, emailComplained), the value can be a rolling time window (7d, 30d, 90d, 180d, all), a specific sent campaign via campaign:<campaign_id>, or - with the at_least / less_than_count operators - a count with a time window in count:timeRange format:
  • {"id":"filter-1","field":"emailClicked","operator":"at_least","value":"10:all"} for “clicked 10 or more times ever”
  • {"id":"filter-1","field":"emailOpened","operator":"less_than_count","value":"2:90d"} for “opened fewer than 2 times in the last 90 days”
Combine two campaign-specific filters to express rules like “bounced campaign A but not campaign B”:
  • {"id":"filter-1","field":"emailBounced","operator":"is","value":"campaign:cmp_abc"}
  • {"id":"filter-2","field":"emailBounced","operator":"is_not","value":"campaign:cmp_xyz"}
Use list_campaigns to look up the campaign IDs. By default, segment filters use AND logic. To match any filter instead of all of them, pass filterJoinOperator: "or" when calling create_segment. For nested logic, pass a v2 root group instead of filters:
Event filter values use eventName:range for is / is_not and eventName:count:range for at_least / less_than_count. Segment filter values are saved segment IDs. list_segments returns both:
  • subscriberCount - all matched contacts, including unsubscribed or bounced contacts
  • activeSubscriberCount - contacts eligible for campaigns
get_segment_count returns the active count, because campaigns and most send flows only target active subscribers.

Audience Syncs

Push segments to Meta custom audiences for Facebook and Instagram retargeting. Requires the Meta Ads integration to be connected in the dashboard (Settings → Integrations).
  • list_audience_syncs - List segment-to-audience syncs with schedule and last sync status
  • list_ad_accounts - List the Meta ad accounts available for syncing
  • create_audience_sync - Create a sync from an existing segment (segmentId) or a ready-made template (predefinedSegmentId, for example zero-ltv, no-purchase-1y, recent-buyers); the first upload runs immediately
  • update_audience_sync - Change the frequency (hourly, daily, weekly) or pause/resume via isActive
  • delete_audience_sync - Remove a sync; the Meta audience itself is kept
  • sync_audience_now - Trigger an immediate upload outside the schedule
Audiences are add-only: subscribers who leave the segment stay in the Meta audience. Meta requires 100+ matched people before an audience can be used for ad delivery.

Products & Digital Delivery

  • list_products - List synced products (Stripe, Shopify, WooCommerce, api) including any attached delivery file
  • upsert_products - Create or update products in the catalog (Commerce API, keyed by your productId, up to 100 per call)
  • delete_product - Delete a product previously pushed via upsert_products
  • attach_product_file - Attach a distributable file to a product, delivered after purchase. Pass url for a hosted file, or filePath to upload a local file (local MCP server only)
  • remove_product_file - Remove the attached file from a product
  • sync_products - Queue a sync of the Stripe product catalog
After a file is attached, purchases of the product enrich the saas.purchase event with download.url and download.name, so purchase sequences can deliver the file with {{event.download.url}}. See Digital Product Delivery.

Image Assets

  • upload_image_asset - Upload a PNG, JPEG, GIF, or WebP image (up to 5MB) to the selected company’s shared media library. The tool returns the hosted asset.url and a complete imageBlock that can be inserted into campaign, sequence, saved-template, or transactional-email blocks.
Use filePath when the local stdio MCP server runs on the same machine as the image. For a remote MCP connector, use imageBase64 plus filename when the client can expose the attachment bytes. This keeps binary image data out of create_sequence and update_sequence while still making the resulting URL available to every block-based email surface. For a responsive lifecycle screenshot, set displayWidthPercent: 100. Add cropHeight with objectFit: "cover" for a fixed-height centered crop, or use "contain" when the full screenshot must remain visible. altText is stored with the media asset and returned as imageBlock.alt.
Then copy the returned imageBlock into the exact email step’s blocks array with update_sequence (or the corresponding campaign/template tool). Image upload alone never changes or sends an email.

Tags

  • list_tags - List all tags in the account
  • create_tag - Create a tag definition. Names are normalized to lowercase with hyphens (VIP Customer becomes vip-customer); color defaults to gray
  • update_tag - Update a tag’s color; system tags cannot be changed
  • delete_tag - Permanently delete a tag and remove it from all subscribers; system tags and tags used by sequences cannot be deleted

Templates

  • list_templates - List all email templates with localization status by locale
  • get_template - Get a template’s details, content, and localized variants
  • create_template - Create a template from raw HTML or Sequenzy blocks
  • update_template - Update a template with raw HTML or Sequenzy blocks
  • set_template_localization - Create or replace a caller-supplied localized variant
  • sync_template_localizations - Queue AI translation for selected or all enabled non-primary locales

A/B Tests

  • list_ab_tests - List A/B tests and variants, optionally scoped by sequence
  • get_ab_test - Get variants, content, and localization status
  • get_ab_test_stats - Get aggregate and per-variant stats
  • create_ab_test - Provide exactly one of campaignId or automationNodeId. Campaign tests use testPercentage, testDurationMinutes, and winnerCriteria; a sequence email node is converted to action_ab_test with testType and winnerThreshold. Pass confirmLiveChange: true when converting a node in an active sequence. Control variant A is created automatically
  • add_ab_test_variant - Add a variant to a draft campaign or sequence A/B test; sequence variants receive independent email templates
  • update_ab_test_variant - Update a draft variant’s subject, preview text, HTML, or blocks
  • delete_ab_test_variant - Permanently remove a variant from a draft campaign or sequence A/B test; variant A is the control and cannot be deleted
  • delete_ab_test - Permanently delete a campaign A/B test and all of its variants; running tests cannot be deleted
Use get_ab_test to discover variant IDs before editing. update_ab_test_variant accepts either html or blocks, not both, and only draft tests can be changed. Campaign creation requires a draft or rejected campaign; sequence creation requires an action_email node. Variants can only be added or removed while the test is in draft status. When a sequence test’s parent sequence is active, add_ab_test_variant and delete_ab_test_variant also require confirmLiveChange: true because they immediately change the live rotation. When you need recipient-specific content, prefer Sequenzy blocks instead of raw HTML. Every block accepts a conditions array so it renders only when its rules match. To branch on a value passed in a transactional send’s variables or an automation event payload, use field: "variable":
For a variable condition, the text before the colon in value is a merge-tag path (without {{ }}), including nested paths like order.total or event.plan, and the text after it is the comparison value. field can also be attribute (same name:value form) or email / firstName / lastName (the value is the plain comparison string). Operators: is, is_not, contains, not_contains, gt, gte, lt, lte, is_empty, is_not_empty. For if/else, use a conditional-group block with ifBranch and elseBranch:

Team

  • list_team_members - List the company owner, members with their roles, and pending or expired invitations
  • invite_team_member - Invite a teammate as admin, viewer, or restricted. Existing Sequenzy users are added immediately; everyone else receives an email invitation. Billing access (canManageBilling) can only be granted by the company owner and is not available for restricted members
  • cancel_team_invitation - Cancel a pending invitation; accepted invitations cannot be cancelled

Inbox

  • list_conversations - List subscriber reply conversations with status, search, unread, and pagination filters
  • get_conversation - Get a conversation with its full message history, subscriber details, and context
  • reply_to_conversation - Send an outbound reply (requires bodyText or bodyHtml) or add an internal team-only note with type: "note". Replying to a closed conversation reopens it
  • update_conversation_status - Open or close a conversation
  • mark_conversation_read - Mark all unread inbound messages in a conversation as read

Webhooks

  • list_webhooks - List outbound webhook endpoints and their subscribed event types
  • create_webhook - Create a webhook endpoint. The response includes a signingSecret that is returned only once - store it immediately to verify webhook signatures. If events is omitted, a default set of event types is subscribed
  • update_webhook - Update a webhook’s name, URL, subscribed events, or enabled/disabled status; providing events replaces the existing list
  • delete_webhook - Permanently delete a webhook endpoint and stop all deliveries to it
  • test_webhook - Send a test event to verify the endpoint is reachable and signatures validate
  • list_webhook_deliveries - List recent delivery attempts, including status and response codes
  • replay_webhook_delivery - Re-send a previous delivery’s event payload to the endpoint
Webhook event types cover email.*, sms.*, subscriber.*, and sequence.* events.

Analytics

  • get_stats - Overview stats (7d/30d/90d)
  • get_campaign_stats - Campaign performance, plus a top-level clickedLinks array with the per-link click breakdown, and a top-level polls array with answer distributions and NPS score/breakdown when the campaign collected survey responses
  • get_sequence_stats - Sequence performance
  • get_subscriber_activity - Individual activity

AI Generation

  • generate_email - Create email blocks from a prompt. Company logo/footer branding is included by default; use applyBranding: false for raw content blocks, or emailType: "transactional" for a footer without an unsubscribe link
  • generate_sequence - Deprecated compatibility alias for goal-based create_sequence; it persists the same disabled draft
  • generate_subject_lines - Generate A/B subject variants
  • generate_sms - Generate SMS message variants with encoding and segment counts
Generated email content is returned as draft content for review. create_sequence persists a disabled draft automation that appears in list_sequences; the deprecated generate_sequence alias does the same. Email and sequence generation include the company’s configured email branding by default. Sequence generation supports up to 10 emails.

SMS

  • get_sms_settings - SMS add-on status: enabled, plan eligibility, credit balance, brand prefix, numbers, and a readyToSend flag that accepts either a paid plan or SMS credits plus an active number
  • send_test_sms - Send a real test text (charges credits, max 5/hour, bypasses quiet hours)
Sequences support native SMS steps: pass type: "sms" with a plain-text text field in create_sequence steps or insert_sequence_step, and edit existing SMS steps with update_sequence.smsSteps (targeted by action_sms nodeId). Check get_sms_settings first and warn the user when SMS is not ready - steps added early are stored but skip at runtime until the add-on is enabled and a number is verified.

Feedback

  • submit_feedback - Send product feedback about Sequenzy to the Sequenzy team
Agents should call submit_feedback whenever the user wanted to accomplish something the tools do not expose - a missing tool or argument, an unsupported workflow, or a broken behavior. Categories: missing_capability, bug, docs, ux, praise, other. Every submission goes straight to the team and shapes what gets built next.

Example Conversations

Set up email for a new SaaS

Add a subscriber

Publish a landing page

Create a Stripe product segment

Create a match-any segment

Check performance

Create a sequence with specific content

Migrate a sequence from another platform

Event-Personalized Sequences

When your AI assistant creates a sequence with trigger: "event_received", it can place {{event.*}} merge tags directly into step subjects or body content. Those values come from the properties payload you send to POST /api/v1/subscribers/events. Example:
  • Trigger payload: {"event":"weather.wind_alert","properties":{"city":"Tel Aviv","alert":{"maxSpeed":75}}}
  • Sequence subject: Wind alert for {{event.city}}
  • Sequence body: Winds may reach {{event.alert.maxSpeed}} km/h.
Sequenzy stores that event snapshot on the sequence run, so delayed follow-up emails keep using the same original event values.

Resources

MCP also provides read-only resources that AI can access:

Security

  • Personal API keys are tied to your user account
  • Keys can only access companies you have access to
  • You can revoke keys anytime in Settings → API Keys
  • Keys are never shared between users

Troubleshooting

Sequenzy MCP failures now return a short explanation, a concrete recovery step, and a direct docs.sequenzy.com link so AI clients can self-correct more reliably.

Duplicate resources

If a tool call would create a duplicate segment name or sending domain, the error includes a stable code, an agent-friendly description, a concrete resolution, and a docsUrl. For segments, call list_segments and reuse the existing segment ID or choose a different name. For websites, call list_websites; if the domain is not listed for the selected company, it belongs to another company or account and must be removed, reassigned, or replaced with a different sending domain.

”SEQUENZY_API_KEY environment variable is required”

Make sure your API key is set in the MCP config. Run npx @sequenzy/setup to configure automatically.

”Invalid API key”

Your key may have been revoked. Create a new one in Settings → API Keys.

Changes not appearing

Restart your AI client after modifying the MCP config.