Sequenzy MCP Server

Official MCP server for Sequenzy, the AI-powered email marketing platform.

Connect Sequenzy to Claude Desktop, Claude Code, Codex, Cursor, Windsurf, VS Code Copilot, OpenClaw, and other MCP clients so your AI assistant can manage email operations with structured tools instead of hand-written API calls.

What You Can Do

• Manage subscribers, tags, lists, and dynamic segments, including bulk tag reconciliation and synthetic event testing.
• Sync segments to Meta custom audiences for Facebook and Instagram retargeting.
• Manage products and attach digital delivery files for purchase automations.
• Upload hosted email images with alt text and reusable responsive crop settings.
• Draft, update, schedule, and inspect campaigns, including resolved audience previews, persisted conversion goals, and From, Reply-To, CC, and BCC identities.
• Render campaigns, sequence steps, and templates to their exact email-safe HTML without sending.
• Add one-click Poll and NPS survey blocks to emails and inspect campaign response summaries.
• Create and edit email sequences, including multi-list/tag triggers, entry-audience and property-filtered stop conditions, sending identity overrides, existing graph restructuring, and direct step test sends to internal reviewers.
• Cancel, pause, resume, duplicate, or delete campaigns and enroll contacts into sequences.
• Manage transactional email templates and send transactional emails to shared To, Cc, and Bcc recipient lists.
• Supply localized template variants or queue AI translation for enabled locales.
• Create, preview, edit, publish, unpublish, and delete landing pages.
• Create list-scoped saved signup forms with responsive stack, row, grid, and single-image overlay block groups (including foreground gap controls), then return client-safe static-site embeds.
• Create, target, publish, duplicate, and deploy saved signup popups with the same recursive block layouts.
• Connect and verify custom domains for published landing pages.
• Manage team invitations, inbox conversations, and outbound webhook endpoints.
• Generate email copy, subject lines, and multi-step sequences.
• Inspect analytics, subscriber activity, deliverability health, company-level sending pauses, integrations, published event payload schemas, sending identities, tracking settings, and dashboard URLs.
• Inspect whether "Sent with Sequenzy" is visible for a workspace, why the owner subscription does or does not remove it, and open the canonical subscription page for an upgrade or renewal. Entitlement changes apply to future sends from existing live sequences without editing their blocks.
• Diagnose why sending is paused and restore eligible hard-bounce pauses after confirming list cleanup.
• Inspect exact-recipient bounce, complaint, and email-hygiene suppression, and clean up eligible stale bounces without exposing the shared SES suppression list.
• Configure company product info, account-wide sending identity defaults, rename individual sender and reply-to profiles, manage sender domains, and inspect integration examples for common frameworks.

Every published MCP tool includes explicit readOnlyHint, destructiveHint, and openWorldHint annotations so compatible clients can display accurate tool-use affordances. Tools also publish outputSchema definitions and return structuredContent, giving clients and models machine-readable result shapes for follow-up calls.

Quick Setup

The easiest setup path is the Sequenzy wizard:

npx @sequenzy/setup

The wizard opens the browser login flow, creates a personal API key, detects supported AI clients, and configures them automatically when possible.

Hosted Remote MCP

For clients that support Streamable HTTP MCP, use Sequenzy's hosted endpoint instead of running a local stdio process:

https://api.sequenzy.com/v1/mcp

ChatGPT and the OpenAI plugin directory use the reviewed hosted surface:

https://api.sequenzy.com/v1/mcp/openai

That surface shares the same implementation and keeps the standard tool set except for six operations: connect_integration, create_api_key, create_webhook, list_webhook_deliveries, replay_webhook_delivery, and rotate_sequence_inbound_webhook_secret. Feedback stays available with a reduced schema for generalized, explicitly requested product feedback.

Remote clients should authenticate with the Sequenzy OAuth flow when supported. Local and automation clients can still use the stdio package below with SEQUENZY_API_KEY.

The hosted endpoint and the stdio package support MCP specification 2026-07-28 while remaining compatible with 2025-era clients. Modern HTTP clients use per-request discovery and method headers; existing clients keep working through the same endpoint and package command.

Machine-readable discovery files:

• MCP server manifest: server.json
• Agent card: .well-known/agent-card.json
• Agent capability manifest: agent-capability.json
• OpenClaw skill metadata: openclaw/skill.json

Data and privacy

Sequenzy sends an MCP client only the data needed for the tool the user asks it to run, within the selected workspace and the key or OAuth scopes granted to that client. Depending on the requested tool, this can include workspace names and IDs; subscriber contact, consent, audience, attribute, event, engagement, reply, survey, and commerce data; campaign and automation content; delivery analytics; and integration or webhook status. See the Sequenzy Privacy Policy for the full categories, purposes, recipients, retention periods, and user controls.

Do not use open-ended custom attributes, events, notes, forms, webhook samples, email variables, or feedback to submit payment-card data, health or medical data, government identifiers, biometric or genetic data, authentication credentials, sensitive demographic data, or precise geolocation.

The OpenAI-reviewed route states and enforces those restrictions on relevant open-ended inputs, including nested attribute paths such as profile.ssn, coordinate pairs such as lat/lng, and labelled prose such as Religion: ... or GPS coordinates: .... It rejects a credential-bearing URL in any argument, whether the credential sits in the userinfo, path, query, or fragment, such as a form or popup redirectUrl with an access token or URL signature. Restricted attribute selectors inside merge tags are rejected without blocking ordinary authored copy about the same topic. On this surface, render_email accepts sample data or a policy-checked inline subscriber, but not subscriberId, so it cannot resolve uninspected stored custom attributes. Its results remove restricted fields, raw API errors, debug payloads, internal request/trace/session identifiers, unnecessary account or credential identifiers, stored credential-bearing URLs, and inbound-webhook URLs. Standard remote MCP and the local stdio package retain the complete contract for trusted clients, including credential-based integration setup, one-time API-key and webhook secrets, inbound-webhook URLs, and detailed API errors. Prefer the dashboard or local CLI when secrets should stay outside an AI conversation. submit_feedback runs only when the user explicitly asks; its OpenAI schema is limited to a generalized message, category, and optional workflow context, and the route rejects feedback text that contains an email address or resource ID.

What the reviewed surface guarantees is bounded. It recognizes restricted data by shape: English field-name words such as passport_id, user.ssn, or api_secret at any nesting depth, labelled prose such as Diagnosis: ..., known credential shapes, decimal coordinate pairs, and credential-bearing URLs inside any string, including HTML. It does not interpret unlabelled prose, non-English field names, or values a client deliberately obfuscates; those remain covered by the usage restriction above rather than by the filter.

Manual Setup

All stdio MCP clients use the same command:

• Command: npx
• Args: -y @sequenzy/mcp
• Required env: SEQUENZY_API_KEY=seq_user_your_key_here

Optional environment variables:

• SEQUENZY_API_URL - Sequenzy API base URL. Defaults to https://api.sequenzy.com.
• SEQUENZY_APP_URL - Sequenzy dashboard base URL used by app URL helpers. Defaults to https://sequenzy.com.

Claude Desktop

Add this to your Claude Desktop config:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "sequenzy": {
      "command": "npx",
      "args": ["-y", "@sequenzy/mcp"],
      "env": {
        "SEQUENZY_API_KEY": "seq_user_your_key_here"
      }
    }
  }
}

Restart Claude Desktop after editing the config.

Claude Code

claude mcp add --scope user --env=SEQUENZY_API_KEY=seq_user_your_key_here sequenzy -- npx -y @sequenzy/mcp

On native Windows, wrap npx with cmd /c:

claude mcp add --scope user --env=SEQUENZY_API_KEY=seq_user_your_key_here sequenzy -- cmd /c npx -y @sequenzy/mcp

For a shared project config, use .mcp.json:

{
  "mcpServers": {
    "sequenzy": {
      "command": "npx",
      "args": ["-y", "@sequenzy/mcp"],
      "env": {
        "SEQUENZY_API_KEY": "seq_user_your_key_here"
      }
    }
  }
}

Codex

codex mcp add sequenzy --env SEQUENZY_API_KEY=seq_user_your_key_here -- npx -y @sequenzy/mcp
codex mcp list

Manual Codex config in ~/.codex/config.toml:

[mcp_servers.sequenzy]
command = "npx"
args = ["-y", "@sequenzy/mcp"]

[mcp_servers.sequenzy.env]
SEQUENZY_API_KEY = "seq_user_your_key_here"

Cursor

Install Sequenzy from the Cursor Marketplace for a hosted connection with Sequenzy OAuth. The plugin connects to:

https://api.sequenzy.com/v1/mcp

After installing, complete the browser sign-in flow. Cursor's agent can then use Sequenzy tools from chat, including when Grok is the selected model.

For a manual local stdio setup instead, add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "sequenzy": {
      "command": "npx",
      "args": ["-y", "@sequenzy/mcp"],
      "env": {
        "SEQUENZY_API_KEY": "seq_user_your_key_here"
      }
    }
  }
}

Windsurf

Use the same JSON shape as Cursor.

• macOS: ~/Library/Application Support/Windsurf/mcp.json
• Windows: %APPDATA%\Windsurf\mcp.json

VS Code Copilot

VS Code uses a servers object:

{
  "servers": {
    "sequenzy": {
      "type": "stdio",
      "command": "npx",
      "args": ["-y", "@sequenzy/mcp"],
      "env": {
        "SEQUENZY_API_KEY": "seq_user_your_key_here"
      }
    }
  }
}

Other MCP Clients

For OpenClaw, Hermes, and other MCP-compatible clients, point the client at npx -y @sequenzy/mcp and set SEQUENZY_API_KEY.

Getting an API Key

1. Open the Sequenzy dashboard.
2. Use the MCP setup flow to create a personal key, or open Settings -> API Keys to create a company key.
3. Choose a permission preset or the exact custom scopes the integration needs.
4. Add the key to your MCP client config.

Personal keys start with seq_user_. You can revoke them any time in the dashboard.

Company keys can also be cleaned up without exposing secrets. Call list_api_keys to compare the key ID, name, non-secret prefix, permissions, last-use timestamp, and isCurrent marker, then pass the exact ID to revoke_api_key. delete_api_key is a compatibility alias for the same permanent operation. List and revoke responses never contain the plain key or stored key hash.

Recover from missing API key permissions

If a tool reports a missing scope such as campaigns:read or templates:write, call get_account. Its apiKeyPermissions field lists the current key identity and type, scopes, common missing marketing read scopes, and a direct manageUrl. The OpenAI-reviewed route returns the same permissions without the user's account ID or the active key's identity. Personal keys open Account API Keys; company keys open the selected workspace's API Keys settings. If the key does not include account:read, open the Sequenzy dashboard directly and choose the matching API Keys page.

Permissions are editable in place, so open manageUrl. For a company key, use list_api_keys and its isCurrent flag to identify the active key before editing it, then retry the failed tool without replacing the credential or restarting the client. An agent using a company key with api_keys:manage can instead call update_api_key; personal keys must be edited on the account-level page because that tool only manages company keys. Its scopes and preset inputs replace the whole permission selection rather than merging, so preserve every existing scope that is still needed. Hosted OAuth connections can alternatively disconnect and reauthorize with broader permissions.

When the active key itself lacks api_keys:manage, call request_api_key_handoff instead of retrying update_api_key. It requires account:read and returns an owner-review URL with the requested key name, permissions, and optional predecessor prefilled. It never creates or returns a key; the workspace owner reviews the form, creates the replacement in the browser, and copies it into the client. Pass replaceApiKeyId: "current" to offer revocation of the active key after the replacement is created. If the active key also lacks account:read, use the dashboard directly.

The default Safer agent access preset includes lists:write and tags:write, so agents can create and update list and tag definitions, and it includes subscribers:tag for applying tags to existing contacts. It also includes ab_tests:read, ab_tests:write, and sequences:write, so agents can audit and edit sequence A/B variant copy, including cart and browse abandonment messages. It does not include subscribers:write, so it cannot add contacts to lists or remove them from lists. Deleting a list or tag still requires the matching lists:delete or tags:delete permission.

The AI drafting preset includes subscribers:write, so drafting agents can build a list as well as create it. Imports that apply listIds also need lists:write; sequence enrollment or double-opt-in delivery additionally needs automations:trigger.

Tools

The standard surface currently exposes 243 MCP tools. The OpenAI-reviewed surface exposes 237; only the six operations listed above are omitted.

Tools reject arguments they do not declare instead of silently ignoring them. Errors name the unsupported fields, list the supported arguments, and provide focused guidance for common mistakes such as invented subscriber filters or sort options.

Account, Companies, Setup

get_sending_status keeps the Postgres-backed pause state, review gates, and remediation available when sender-health analytics are temporarily unavailable; in that degraded case senderHealth is null.

render_email returns unresolvedMergeTags so callers can distinguish an unknown name from a recognized tag that is merely blank for the previewed contact. Unknown names are reported even when a default filter supplied text: for example, {{ subscriber.frstName | default: "there" }} renders a plausible greeting for every contact while bypassing stored first names. A recognized name that is blank for one contact is not reported when its default is used. The OpenAI-reviewed route rejects restricted custom-attribute selectors inside merge tags. It also omits the subscriberId argument; use a policy-checked inline subscriber, or omit subscriber data for a sample preview.

To render a sequence step whose nodeType is action_ab_test, pass the step's sequenceId and nodeId together with a variantId from get_sequence.sequence.emails[].abTest.variants. These steps have no email of their own, so the variant is required; reading and rendering their competing copy also requires the ab_tests:read scope.

For Supabase, sync_integration reuses the project, schema, table, list selection, and consent mappings saved in the dashboard. It cannot target an arbitrary table. Run it after installing the live database trigger to import users who existed before the trigger was installed, then poll get_integration and list_integration_activity for progress and row-level outcomes.

set_integration_sync_enabled controls bulk imports and backfills only; it does not stop a provider's live webhook from creating contacts. Use set_integration_list_targeting to choose their future list memberships: null follows workspace defaults, [] joins no list, and a populated array targets those lists. The change is not retroactive and never removes existing memberships. It also does not stop default any_contact sequences, which enroll list-less contacts; explicit any_list and specific-list sequences require a matching membership. Pair list targeting with pause_sequence_enrollments when those default enrollments must stop too. Supabase, Stripe, Shopify, Wix, and Webflow support this control.

For PostHog, sync_integration restarts the event-history import from the beginning with the stored personal API key. Imported events are deduplicated, so retrying a failed import does not create duplicates.

For Segment, connect_integration on standard MCP can optionally import recent event history from Unify after the live webhook is connected. The import walks existing contacts through the Profile API, covers the API's most recent 14 days, skips contacts without a matching profile, and safely deduplicates retries and live webhook overlap. New connections skip automatic page/screen calls unless those names are explicitly allowlisted. Segment webhook secrets must be 16-153 UTF-8 bytes. On the OpenAI-reviewed route, which omits connect_integration, connect Segment in the dashboard or local CLI instead. Use sync_integration to retry with the saved credentials.

For Attio, connect_integration on standard MCP accepts a workspace access token without a webhook secret, with optional settings.listMap as a map of Sequenzy list IDs to Attio people-list UUIDs or API slugs, plus syncCompanyFromDomain to control company matching from non-free-mail domains. On the OpenAI-reviewed route, connect Attio in the dashboard or local CLI, then use update_attio_settings for the same settings. The integration is outbound-only: new joins to mapped Sequenzy lists upsert the person and add them to the Attio list; list removals do not remove records from Attio.

Call get_event_schema before writing an {{event.*}} merge tag or an event property filter. Omit eventName to list documented built-in events; provide an event name to receive provider-specific example payloads and property paths, and optionally filter by provider. Custom event names remain valid even when the result reports documented: false; that only means no reference sample is published. Use integration activity or sequence enrollments for actual delivery data because this tool returns static reference data.

For a new sending domain, call add_sending_domain, publish the DNS records in the returned website.dnsRecords, wait for DNS propagation, and then call verify_sending_domain. Publish every returned record instead of assuming a fixed provider or record count: unified domains include required DMARC, while legacy domains can return Amazon SES MAIL FROM and inbound-reply records. If verification is attempted before creation, the error points back to add_sending_domain with the requested domain.

For Shopify, call get_integration_pixel before relying on product views, cart activity, or browse-abandonment triggers. The result is read live from Shopify because merchants can remove the pixel independently. If pixel.healthy is false, dependentEvents names the triggers that cannot arrive; call activate_integration_pixel to install or repoint the pixel. Activation is idempotent, and events begin on the next storefront visit rather than being backfilled.

For custom, headless, ticketing, or SaaS websites, use list_web_tracking_keys before relying on product-view or cart triggers. Create a key with an explicit origin allowlist, install the returned installSnippet, then have the customer's authenticated backend mint a short-lived proof through POST /api/v1/web-tracking-identities and call sequenzy.identify(email, identityToken) at sign-in or checkout. A publishable key alone only records anonymous activity and cannot trigger subscriber automation. The returned snippet installs synchronous method stubs before its async loader, so identity and event calls made during page bootstrap are queued until the SDK is ready. Prefer revoking a key with update_web_tracking_key before permanently deleting it.

New companies start with no sync rules. The inherited preset remains available for SaaS/ecommerce companies by passing null to update_sync_rules; services and consulting companies should normally keep [] or define explicit rules.

Use list_sender_profiles to find the profile ID, then call update_sender_profile to change only its display name. Pass type: "reply" for a reply-to profile; sender is the default. The address, sending domain, and account-wide default From/Reply-To selections remain unchanged. Renaming requires the companies:manage scope.

Use delete_sender_profile to permanently remove an obsolete From identity. It refuses the last sender and any profile used by a live campaign, active sequence (including a step override), or transactional email. Eligible drafts and account defaults move to the returned fallbackSenderProfileId; review it before sending. Reply-to profiles are not supported by this delete tool.

Shopify cart abandonment is enabled by default. It fires ecommerce.cart_abandoned after one hour of cart inactivity, with a 24-hour per-subscriber cooldown. Use update_shopify_automation_settings to change the cartAbandonment.enabled, delayHours, or cooldownHours fields; pass cartAbandonment: null to restore those defaults without changing browse abandonment or price-drop settings. Timing values must be positive; delayHours is capped at 168 and cooldownHours at 720.

Subscribers

Use create_subscriber_import for CRM onboarding instead of looping over add_subscriber. One call accepts 5,000 full records and returns an asynchronous import ID; poll it with get_subscriber_import. A completed import can still contain row failures, so inspect failedCount and failedReasons. Every excluded row is accounted for: skippedReasons sums to skippedCount, and failedReasons sums to failedCount. Report any shortfall with the import ID instead of guessing which rows were omitted. When email hygiene is enabled, deliverability checks continue separately after ingestion and results appear in List health; import status does not wait for or include those verdicts. Invalid verdicts are suppressed from later sends. Use optInMode: "confirmed" only when consent was already verified.

For import_subscriber_events, email is required when a row may create a new contact; externalId can stand alone only for an existing contact. Supply a stable eventId on every row. Retrying reuses the original receipt and idempotently re-attempts downstream recovery. Historical classification is per contact: if any row for a contact is recent, that contact's whole group uses the live side-effect path.

For compliance suppression, call update_subscriber with status: "unsubscribed" (or use remove_subscriber without hardDelete). Do not retry add_subscriber with a different status: status on that tool applies only when the contact is first created, and a mismatched skipped result is reported as an error.

When add_subscriber omits listIds, a contact created by the call follows the workspace default lists while an existing contact keeps its current list memberships. Pass list IDs explicitly when an existing contact should join specific lists; pass [] to target no lists.

update_subscriber.phone writes the native phone field shown on the contact, not a custom attribute. Pass smsConsent: true only after verifying express written consent, or false to opt the contact out. Changing the phone without smsConsent resets SMS consent because consent belongs to the old number.

add_subscriber, update_subscriber, and create_subscriber_import accept an IANA timezone such as America/New_York. The value is stored on the native contact profile and enables recipient-local campaign delivery. Pass an empty timezone to update_subscriber to clear it; invalid import-row values are ignored without rejecting the rest of the import.

Products & Digital Delivery

After a product delivery file is attached, matching purchase events include download.url and download.name, so purchase-triggered emails can use merge tags like {{event.download.url}}.

For Stripe products, list_products returns every active price as a variant, with the Stripe price ID in variantId. Use that ID to target an exact price in a purchase sequence even when it is not the product's default price.

Image Assets

The tool accepts PNG, JPEG, GIF, and WebP images up to 5MB. Local stdio clients can pass filePath. Hosted/remote clients that can access attachment bytes can pass imageBase64 with filename. Provide altText for accessibility, then use displayWidthPercent, cropHeight, objectFit (cover or contain), and align to standardize screenshot presentation. The returned imageBlock can be copied directly into the block array accepted by campaign, sequence, template, and transactional-email tools.

Authenticated image bytes are always uploaded to the origin configured by SEQUENZY_API_URL, even if a reverse proxy returns an equivalent upload URL under another host. API credentials are never forwarded to that alternate origin.

{
  "filePath": "/Users/me/Desktop/product-results.png",
  "altText": "Product results dashboard",
  "displayWidthPercent": 100,
  "cropHeight": 320,
  "objectFit": "cover",
  "align": "center"
}

Lists, Tags, Segments

For subscriber exports, search_subscribers accepts listId, exact listName, or list (ID first, then exact name). It also accepts attribute plus attributeValue, with attributeOperator for contains, numeric comparisons, or is_not_empty; the combined "attributeName:value" form remains supported. Filters combine with AND; use a saved segment for OR logic, nested groups, exclusions, engagement, or event conditions. If limit is omitted, the tool fetches every matching page automatically. For chunked reads, pass limit and follow pagination.nextCursor (or pagination.nextOffset) while hasMore is true. offset and page are supported below 1,000,000 skipped matches; use the cursor for deeper audiences.

For bulk list population, use add_subscribers_to_list; the backing API endpoint is POST /api/v1/lists/{listId}/subscribers with no /bulk suffix:

{
  "emails": ["ada@example.com", "grace@example.com"],
  "duplicateStrategy": "skip",
  "enrollInSequences": false,
  "optInMode": "default"
}

Send at most 500 emails per request. Standard API rate limits still apply: 100 requests per minute per API key and 20 requests per second burst. For CSV-driven CLI imports, accepted email headers include email, e-mail, email address, and mail; if no recognized header exists, the CLI reads the first column.

Segment filters support attributes, events, saved segment membership, engagement events, Stripe product purchase rules, and commerce product purchase rules. Use filterJoinOperator: "or" for match-any segments, or pass a v2 root group for nested logic.

For array-of-object attributes, use wildcard paths such as history_events[].eventvenue_id:2103. When an AND group also filters history_events[].showing_date, both conditions must match one shared history_events[] element; values from unrelated history entries are not combined. Deleting a segment requires segments:delete; segments:write is not sufficient.

Each segment filter field validates its own operators:

• status, segment: is, is_not
• tag: contains, not_contains, is_empty, is_not_empty
• email: contains, not_contains
• emailProvider, list: is, is_not, is_empty, is_not_empty
• firstName, lastName: contains, not_contains, is_empty, is_not_empty
• added: less_than, more_than
• attribute: is, is_not, is_empty, is_not_empty, gte, lte, gt, lt, contains, not_contains
• event, email engagement fields: is, is_not, at_least, less_than_count
• emailBounced: also supports is_temporary_bounce, is_permanent_bounce
• stripeProduct: is, is_not, at_least, less_than_count
• stripeCurrentProduct, stripeTrialProduct: is, is_not, gte, lte, gt, lt
• commerceProduct: is, is_not, at_least, less_than_count

Stripe product filter examples:

{ "field": "stripeProduct", "operator": "is", "value": "prod_pro" }
{ "field": "stripeProduct", "operator": "is_not", "value": "prod_pro" }
{ "field": "stripeProduct", "operator": "at_least", "value": "prod_pro:3" }
{ "field": "stripeProduct", "operator": "less_than_count", "value": "prod_pro:3" }

Commerce product filters match products purchased through commerce orders. Values can be provider:productId for provider-scoped IDs (shopify, woocommerce, or api), a bare product ID to match any provider, or provider:productId:count for threshold operators:

{ "field": "commerceProduct", "operator": "is", "value": "api:starter-kit" }
{ "field": "commerceProduct", "operator": "at_least", "value": "shopify:42:2" }

Engagement fields such as emailSent, emailDelivered, emailOpened, emailClicked, emailBounced, and emailComplained accept rolling windows like 7d, 30d, 90d, 180d, or all. Presence operators can scope by delivery policy with marketing:<timeRange> (marketing-policy campaign, automation, and Send API traffic) or transactional:<timeRange> (transactional-policy sends); policy scopes require a send-time policy snapshot, so ambiguous older automation and Send API events remain available only through unscoped filters. emailBounced also supports scoped values with is_temporary_bounce and is_permanent_bounce. With at_least and less_than_count, use count:timeRange, such as 10:30d or 10:all. Presence operators can instead use a campaign scope like campaign:cmp_123; campaign and email-type scopes cannot be combined with count operators.

Audience Syncs (Meta Ads)

Requires the Meta Ads integration to be connected in the Sequenzy dashboard (Settings -> Integrations). create_audience_sync accepts an existing segment (segmentId) or a ready-made template (predefinedSegmentId, for example zero-ltv, no-purchase-1y, recent-buyers, high-spenders-ecom, non-buyers, engaged) - the template segment is created automatically on first use, and the first upload runs immediately.

Audiences are add-only: subscribers who later leave the segment stay in the Meta audience. Meta requires 100+ matched people before an audience can be used for ad delivery.

Templates

list_templates returns 50 email bodies newest first by default and accepts a limit up to 100. Advance offset by pagination.count while pagination.hasMore is true; pagination.total reports the full matching count, including campaign and transactional-email bodies.

Set isTemplate: true on list_templates to return only saved master designs, or false to return ordinary email bodies. Marked masters are offered as starting points for dashboard sequence steps and campaigns; starting from one creates an independent copy so edits leave the master intact.

Standalone/sequence source-design copying and AI rewriting within a selected layout are currently dashboard-only. This release intentionally keeps those workflows in interactive authoring, where users can review the source, translations, and any fallback copy before saving a sequence step. REST, CLI, and MCP expose no equivalent standalone/sequence source-design operation. create_template with prompt generates new content without preserving an existing layout; supplied HTML or blocks create a new body without automatically copying localized variants. See the interface availability documentation.

Campaign copies already work through REST POST /api/v1/campaigns and MCP create_campaign with templateId; it cannot be combined with prompt for an AI rewrite.

For net-new content requested in natural language, pass prompt so Sequenzy generates branded native blocks server-side. Use blocks only for finished caller-supplied Sequenzy content, and use html only when preserving supplied or explicitly requested markup. prompt, blocks, and html are mutually exclusive; style and tone are valid only with prompt.

Use set_template_localization when translated copy comes from your own localization workflow. It requires an enabled non-primary locale, a localized subject, and exactly one of html or blocks. Use sync_template_localizations to ask Sequenzy to translate selected locales; omit locales to sync every enabled non-primary locale. Explicit sync works even when automatic on-save localization is disabled.

Reusable Email Components

Components are copied into emails when those emails are built, so later edits affect newly built emails rather than rewriting existing content. The default footer keeps its unsubscribe link enabled, while transactional rendering hides that link. Raw HTML emails keep their own markup and do not receive block components; their send-time unsubscribe handling remains unchanged.

A/B Tests

Use get_sequence.sequence.emails[].abTest.variants to discover sequence variant IDs, subjects, preview text, and block counts; call get_ab_test to audit every variant's full blocks, effective settings, localization status, or stats. Campaign settings use testPercentage, testDurationMinutes, and winnerCriteria; sequence settings use testType, winnerThreshold, and winnerCriteria. The legacy sequence values testPercentage: 100 and testDurationMinutes: 0 are compatibility sentinels, not runtime settings. select_ab_test_winner applies only to a campaign test that is currently testing and immediately queues the winning variant for the remaining audience. update_ab_test changes the appropriate settings model and requires confirmLiveChange: true when sequence settings affect an active or already-used test. Variant updates accept either html or blocks, not both.

create_ab_test accepts exactly one of campaignId or automationNodeId; the latter requires one to four extra variants and converts a sequence email node into action_ab_test. The conversion moves the step's subject, preview text, and blocks onto independent variant emails. Get the test and variant IDs from get_sequence, read every variant's copy with get_ab_test, and edit each one with update_ab_test_variant; update_sequence_node and update_template cannot edit variant copy, and a change intended for the whole step must be repeated for every variant. If update_ab_test_variant is not in the MCP tool list, enable it on the Sequenzy connector rather than writing through another email tool. The full workflow requires ab_tests:read, ab_tests:write, and sequences:write, all included in Safer agent access. With only sequences:read, get_sequence keeps the A/B step and control copy visible but redacts test-record fields and returns an empty variant list. An explicit sequence winnerCriteria overrides the testType default, so content variants can still be judged by opens. Pass confirmLiveChange: true when converting a node in an active sequence. Together with control A, an A/B test supports at most five variants. Sequence variants receive independent email templates and can be edited after creation; once the sequence is active or the test has activity, update_ab_test_variant requires confirmLiveChange: true. Variants can only be added or removed while the test is a draft, and live-sequence changes also require confirmation because they immediately change the rotation.

Campaigns

Prompt-created campaigns are generated and persisted in one API request and remain drafts. Use templateId, blocks, or html only when copying or preserving existing content rather than asking the agent to author it. Omit all content fields to create an empty draft for later editing.

Campaign goals credit recipients who were actually sent that campaign within the configured attribution window; an open or click remains the stronger last-touch signal when one exists. Event goals require triggerEventName, subscriber-attribute goals require attributePath, and tag-applied goals require triggerTagName. The campaign attribution window defaults to 168 hours when omitted.

To deliver at the same wall-clock time in every recipient's own timezone, call schedule_campaign with sendInRecipientTimezone: true and an IANA scheduledTimezone that identifies the wall clock represented by scheduledAt. Contacts without a stored timezone receive the campaign at the scheduledAt instant. This mode cannot be combined with recurring or spread delivery.

Send Time Optimization is configured per campaign, not at the company or sequence level. Audit it across campaigns with list_campaigns, or inspect one campaign with get_campaign. Set sendTimeOptimization and sendTimeWindowHours (1-24, default 12) on a draft with update_campaign, or override them while scheduling with schedule_campaign. spreadOverHours takes precedence and disables STO, as does recipient-timezone delivery. Sequences instead use sendingWindow, a shared allowed-hours/days gate rather than per-recipient predicted send times.

For campaign- and sequence-level identities, fromEmail plus fromName selects the sender identity with that display name on the mailbox, creating it when needed without renaming other same-address identities. A Reply-To address instead has one company-wide saved name: when replyToName differs from that name, the saved name is kept and the successful response includes recovery guidance in warnings.

send_email and send_test_email return a durable emailSendId. Use list_email_sends to discover recent IDs by subject/title, recipient, delivery status, type, bounce type, or source; pass an ID to get_email_send to inspect status, errorMessage, the stored body, and delivery events. Delivery-list rows are retained for 14 days. Successful live-test and other test sends are omitted so they do not bury real deliveries. Replies to those test sends show in list_conversations only when inbound reply capture is enabled. Queue jobs are internal execution details and are not exposed through the MCP contract. Every returned delivery has a direct dashboard url. Use list_recipient_suppressions to distinguish protected global invalid-recipient, protected company hard-bounce, and complaint rows from removable company soft-bounce escalations, and use get_recipient_suppression for the exact regional status. remove_recipient_suppression removes only the company escalation; global and Amazon SES account-level suppressions, complaints, unsubscribes, and email-hygiene protections remain intact. A local hygiene result uses the bounced reason with email_hygiene as its source without changing the subscriber's consent status.

Agents should pass a caller-owned idempotencyKey to send_email before the first attempt and reuse it for every retry of that same logical email. Sequenzy returns the original emailSendId for 14 days instead of creating another delivery. Reusing the key with different send arguments is rejected, so do not generate a fresh key inside a retry loop.

Email blocks may use conditional display rules or conditional-group branches. Conditions support render-time variables and subscriber attributes plus live subscriber data such as segment/list membership, tags, events, engagement, subscription/SMS status, and Stripe or commerce purchases. Live-data conditions use the same field values and operators as segment filters; recipients without a stored subscriber match use the OTHERWISE branch.

Core block shapes are { "type": "heading", "content": "Title", "level": 1 }, { "type": "text", "content": "<p>Copy</p>" }, { "type": "button", "text": "Book a call", "url": "https://example.com", "variant": "primary" } , and { "type": "image", "src": "https://...", "alt": "Description", "width": 100, "widthType": "percent" }. Buttons also accept content as an alias for text and default to the primary variant. Image widthType accepts percent or px.

YouTube video blocks accept an optional custom cover: { "type": "video", "videoUrl": "https://www.youtube.com/watch?v=...", "thumbnailUrl": "https://cdn.example.com/cover.jpg", "alt": "Watch the product tour" }. Replacing blocks without thumbnailUrl restores YouTube's own still while keeping videoUrl as the click destination.

Raw html is stored as one opaque block. It preserves supplied markup but does not add a company logo, native branded sections, or theme-driven block design. Use prompt for a new branded draft or blocks for editor-native design; MCP authoring results include a warning when raw HTML is used.

Use update_company with fromEmail and/or replyTo to set account-wide defaults. fromEmail must use a configured, verified sending domain; replyTo may be any valid mailbox. create_campaign, update_campaign, create_sequence, and update_sequence accept the same direct-address fields for resource-specific overrides and create the backing profile when needed. Send fromName or replyToName alone to rename the existing default profile without changing its address. When an address has multiple display names, use senderProfileId or replyProfileId from list_sender_profiles to select the exact profile to make default and rename.

update_company also manages the company's default email theme through emailTheme (presetId, colors, typography, layout). Theme updates are partial - omitted fields keep their current value (or the preset default) and numeric values are clamped to supported ranges. Pass emailTheme: null to reset the company to the platform default theme. Layout settings can control the shared baseRadius and a separate buttonRadius. Within colors, background paints the outer canvas, content paints the inner content card, and surface paints nested cards or tinted tiles. Omitting content preserves its current value; when no content color is stored, the card follows background.

Reply tracking is available on the same company tools. Use replyTrackingEnabled, replyTrackingDomainMode (sequenzy or custom), and forwardReplies with update_company. Company reads also return the current read-only replyRetentionDays value.

Polls and NPS surveys are native email blocks, so they work anywhere an email tool accepts blocks, including campaigns, templates, A/B variants, transactional templates, and sequence email steps. Transactional poll sends must resolve to exactly one effective recipient after suppression filtering and recipient deduplication, and that recipient must already exist as a subscriber; otherwise Sequenzy rejects the send because the answer link cannot be safely attributed. Use an answer-button poll:

{
  "type": "poll",
  "variant": "options",
  "question": "What did you think of this email?",
  "options": [
    { "label": "Loved it", "value": "loved" },
    { "label": "Not for me", "value": "not_for_me" }
  ],
  "attributeKey": "email_feedback"
}

For NPS, use "variant": "nps", an empty options array, and an attribute such as nps_score. The scale is always 0-10; optional npsLowLabel and npsHighLabel customize its captions. Each answer updates the subscriber attribute and fires poll.answered for automations and outbound webhooks.

Set "allowMultiple": true on a text-only options poll to open a hosted page where recipients can check several answers and save the whole selection at once. The subscriber attribute stores the selected-value list, so attribute segments should use contains. Multi-select polls cannot use option images or configurations whose encoded signed links exceed the delivery-safe size limit. Campaign poll summaries set allowMultiple: true, use respondent count for totalResponses, and can report answer percentages that add up past 100%.

Poll blocks also support brand-specific styling. accentColor recolors every appearance, including "brutal"; optionRadius sets answer-button corners in pixels (0 is square), independently of the container's styles.borderRadius; and questionColor recolors only the question. fontFamily applies to the poll. Use the optionFontSize, optionFontWeight, optionLetterSpacing, and optionTextTransform fields for answers, or the matching question* fields for the question. Sizes and spacing are pixels, weights range from 100 to 900, and text transforms are "none" or "uppercase".

Saved Forms

For Astro, Hugo, Jekyll, Cloudflare Pages, Netlify, GitHub Pages, or any other static site, call list_forms, use create_form if a suitable form does not exist, then call get_form_embed. The returned opaque formId is the public capability: lists, tags, duplicate behavior, and success handling remain server-side, so the deployed browser code never contains a Sequenzy API key. Generated native and standalone markup includes "Powered by Sequenzy" for free workspaces; paid workspaces receive unbranded markup. The API resolves that entitlement server-side, so callers should use the returned snippet unchanged. When updating a form, omitted fields remain unchanged and theme fields merge into the current theme. Pass an empty tagIds array to clear tags or an empty redirectUrl to restore confirmation-message behavior. The blocks field is a complete replacement, so read the current content with list_forms first and retain exactly one required email field and one submit button. Add custom inputs as form-field blocks with a supported fieldType; select, radio, and checkbox fields require options, while hidden defaults are enforced server-side.

Saved Popups

Popup deployment uses one public script tag; API keys, audience settings, triggering, targeting, scheduling, and frequency rules remain server-side. Popups capture into every list by default unless listIds is provided. When updating blocks, read the popup first and send the complete replacement array, retaining exactly one required email field and one submit button. Setting status to draft stops a popup without invalidating its existing embed code.

Landing Pages

Landing page content uses Sequenzy's editor-compatible JSON schema with version, template, seo, theme, and blocks. SEO settings include faviconUrl and hideFromSearchEngines; hidden pages publish a noindex directive. Use render_landing_page to review the current visitor-facing page before publishing. Its signed previewUrl expires after 24 hours, is unlisted, is not indexed, and does not increment page views; forms remain visible but do not collect contacts. Blocks render in slot order: top, hero, form, body, then footer; use top for a full-width announcement or banner above the hero. Button and pricing CTA URLs accept external HTTPS destinations or in-page anchors such as #form, #section-<sectionId>, #block-<blockId>, and #top. Set theme.sectionAnimation to none, fade, slide-up, or zoom-in, with theme.sectionAnimationSpeed set to slow, normal, or fast, to control published scroll reveals. Custom landing page subdomains require a CNAME record pointing to pages.sequenzydns.com; root domains use an A record pointing to 76.76.21.21, and their www host redirects to the root when its CNAME points to pages.sequenzydns.com. Call update_landing_page_domain_settings with verify: true after DNS changes propagate.

Sequences

Sequence creation supports:

• Name-only creation for a blank, disabled trigger-to-completion draft matching the dashboard.
• Dashboard metadata and delivery settings: description, labels, userCancellable, sequence BCC, and From/Reply-To identity.
• trigger: "contact_added" with listId, several listIds, or listScope: any_contact (the default) enrolls every added contact, including contacts that join no list, while any_list waits for an actual list membership.
• trigger: "tag_added" with tagName or several tagNames; any configured tag enrolls the contact.
• trigger: "segment_entered" plus segmentId for saved-segment entry automations.
• trigger: "event_received" plus {{event.*}} merge tags in subjects or body content.
• trigger: "inbound_webhook" plus integration metadata for dashboard-compatible webhook entry nodes.
• trigger: "inactivity" plus eventName, inactiveDays, and optional inactivityBaseline (sequence_created_at or subscriber_created_at).
• goal for AI-generated email content.
• emailStyle: "visual" or "plain" to choose the presentation of goal-based AI-generated emails; when omitted, the company's saved preference is used.
• Explicit steps with Sequenzy blocks.
• Explicit steps with HTML, which Sequenzy converts into editable blocks.
• Explicit Update Subscriber steps that copy trigger-event properties into profile fields or typed custom attributes.
• Fixed waits via delay / delayMs, dynamic date-field waits via waitUntil, or calendar gates via waitUntilWeekday. A weekday gate such as { "day": "sunday", "startTime": "09:00", "endTime": "12:00", "timezone": "America/Los_Angeles" } holds the flow until the next matching window. Place it immediately before an email to keep that send inside the window; any intervening step can shift delivery outside it. Queue recovery rechecks the window before releasing a delayed contact.
• Dynamic Stripe or Shopify discount action steps. A create_discount step creates a fresh provider code when each subscriber reaches it; later emails can use merge tags like {{discount.code}}, {{discount.percentOff}}, and {{discount.expiresAt}}.
• enrollmentMode: "matching_field" and a scalar enrollmentFieldPath for product-, variant-, order-, or subscription-specific event automations. Array traversal with [] belongs in propertyFilters, not the enrollment key.

For a custom event trigger, the successful create_sequence result includes eventTrackingCode and a structured eventTracking object. The object contains the event endpoint, identity and payload contract, any property path required by matching_field enrollment, normalized trigger propertyFilters, an example payload, examplePayloadMatchesFilters, the direct event API docs URL, and ready-to-use arguments for get_integration_guide. If the match status is false, adapt the example using examplePayloadNote and the payload contract. Add this event feed and verify its required properties before enabling the draft sequence.

list_sequence_enrollments returns enteredVia for each row. List and segment sources keep their stable ID in value and resolve a display name; tag and event sources retain their names in value. Time-based triggers report inactivity or frequency rather than being misidentified as ordinary received-event enrollments. Live sequence tests do not create enrollments; they send isolated test emails and record activity on the sequence test run instead.

For a confirmed manual enrollment batch, generate idempotencyKey once and reuse that exact key only with identical ordered targets and targetNodeId. Receipts last 14 days. A retry returns the original enrolled, skipped, notFound, targetNodeId, and scheduledFor values with idempotentReplay: true; it does not create tokens or queue the batch again.

Example dynamic Shopify discount step:

{
  "type": "create_discount",
  "discount": {
    "provider": "shopify",
    "discountType": "percent",
    "percentOff": 20,
    "duration": "once",
    "appliesToAllPlans": true,
    "maxRedemptions": 1,
    "codePrefix": "WINBACK"
  }
}

Example Update Subscriber step:

{
  "type": "update_subscriber",
  "nodeType": "action_update_attributes",
  "config": {
    "firstName": "{{event.firstName}}",
    "customAttributeUpdates": [
      { "name": "plan", "value": "{{event.plan}}", "valueType": "text" },
      { "name": "mrr", "value": "{{event.amount}}", "valueType": "number" },
      { "name": "active", "value": "{{event.active}}", "valueType": "boolean" }
    ]
  }
}

Number and boolean values must be literals or one standalone merge tag. Use update_sequence.subscriberUpdateSteps with an action_update_attributes node ID from get_sequence to replace an existing step's config.

Sequence updates support insertSteps for adding new linear steps after a nodeId returned by get_sequence. Omit afterNodeId only when appending to a sequence with exactly one linear tail. insertSteps supports addable steps that do not require companion records, such as email, delay, tag/list actions, attribute updates, discounts, conditions, wait-for-event steps, outbound webhooks, and AI steps. An action_ai step requires a merge-tag prompt, unique resultKey, and one or more outputFields; later steps read generated or fallback text with {{ai.KEY.field}}. Combined output-field limits must fit the step's 2000-token response budget. Use includeTags, includeEventProperties, or includeAttributes to opt specific contact context into generation, and onError (continue, exit, or fail) to choose failure behavior. Use branch for multi-path if/else branches; provide either branch or insertSteps, not both. Branch conditions support tag presence and absence checks with has_tag and does_not_have_tag, plus lists, saved segments, events, clicked links, and field comparisons. Each branch path may provide new steps, an existing targetNodeId, or both; the fallback uses elseSteps and/or elseTargetNodeId. A target can be the completion node returned by get_sequence, so one atomic request can route replies to completion and Else to an existing follow-up. The emails and steps arrays edit ordinary action_email steps by nodeId, emailId, or array order. get_sequence.sequence.emails also includes action_ab_test entries; with ab_tests:read, each abTest.variants[] entry contains the variant ID, subject, preview text, and block count. Call get_ab_test for full variant bodies before auditing or rewriting copy. A positional update landing on one is rejected, and its copy must be changed per variant with update_ab_test_variant; do not retry through update_template or update_sequence_node. Use insertSteps to create new steps and include a step-level delay, delayMs, waitUntil, or waitUntilWeekday when the inserted email needs a timer. waitUntil accepts a date field from the trigger event plus optional offset, direction (before or after), and missingAction (continue or exit). waitUntilWeekday accepts day or days, startTime, optional endTime (default 24:00), and an IANA timezone; contacts already inside the window continue immediately. For active sequences, pass confirmStructuralChange: true with insertSteps or branch only after confirming the live-flow impact.

insert_sequence_step exposes every companion-record-free dashboard step directly: email, SMS, delay, discount, subscriber update, tag/list action, outbound webhook, AI generation, condition, wait, and branch. Set type: "ai" with prompt, resultKey, and outputFields to generate per-contact text for later {{ai.KEY.field}} merge tags. Outbound webhooks accept url, method (POST or GET), and string-valued headers. Email steps support transactional mode, per-step identity, and CC/BCC delivery settings. For a wait gate, set type: "logic_wait_for_event" with eventName, optional timeoutDays (1-365), and timeoutAction (continue or exit). For a branch, set type: "logic_branch", provide typed branches, and wire their targets:

{
  "sequenceId": "seq_123",
  "type": "logic_branch",
  "afterNodeId": "node_email_1",
  "branches": [
    {
      "id": "replied",
      "conditionType": "event_received",
      "eventName": "email.replied",
      "activityScope": "this_sequence",
      "targetNodeId": "node_complete"
    }
  ],
  "elseTargetNodeId": "node_email_2"
}

Each linked email returned by get_sequence includes its effective emailPreset (branded or minimal), matching Style > Format in the dashboard. Set emailPreset on an emails/steps item, or in an action_email node's changes, to change only that linked email without changing the company theme. This applies the same format transformation as the dashboard to native Sequenzy blocks, including emails that contain supported custom HTML blocks. Emails stored entirely as one standalone raw HTML block return null for emailPreset and do not support format changes. emailPreset cannot be combined with html or htmlContent because those fields replace the entire email with standalone raw HTML.

For sequence position, prefer structuralStepNumber on linked emails and the top level of email nodes. It is derived from the current graph and matches the step badge shown in the dashboard. Parallel branch emails intentionally share the same structural depth, and an unequal branch merge continues from the longer incoming path. The older stepNumber field in linked emails and node configs remains a stored ordinal for backward compatibility and may be stale after graph edits.

Each linked email also returns its stored emailTheme override, or null when it follows the company theme. Set emailTheme on an emails/steps item or in an action_email node's changes to restyle only that step. Theme updates are partial patches, so changes: { "emailTheme": { "colors": { "background": "#f3f4f6", "content": "#ffffff" } } } gives that email a gray outer canvas and white content card while retaining its other colors, typography, and layout. Omitting either color preserves its current value. Pass emailTheme: null to drop the override and follow the company theme again. Use update_company only when the account-wide default should change.

Use update_sequence_node for a focused in-place edit, or update_sequence_nodes when several node patches must commit atomically. Call get_sequence first: every item in sequence.nodes includes the node id, nodeType, current config, updatedAt, and updateHints with editable and managed fields plus the exact concurrency token to return. Pass that token as expectedUpdatedAt to reject stale writes. The tools support every stored node type, including delays, email/SMS conten