You need the api-key:manage permission to see and set up the MCP integration. If you don't see this menu item, reach out to your account administrator.

1. Go to Settings and click on MCP (recognizable by the robot icon).
2. Follow the instructions in your AI assistant (Claude or ChatGPT) to start the connection. The assistant generates a connection link that takes you to the authorization page.
3. On the /oauth/authorize page, you can see which permissions the assistant is requesting.
   • Is the assistant requesting write permissions? Then a warning will appear. Check whether you expected this before continuing.
4. Click Approve to confirm the connection, or Deny to cancel.

The connection link is valid for one-time use only. If you use the link again or it has expired, you will see the message: "This connection link has expired or has already been used. Restart the connection from your AI assistant." In that case, restart the flow from your assistant.

Using ChatGPT? There is also a search/fetch connection available that allows ChatGPT to look up and directly retrieve campaigns, audiences, automations and contacts within your account, including links to the dashboard.

After approval, the assistant has access to the tools within Xendy. Examples of what the assistant can do:

• Create and edit campaigns (subject, preheader, sender name, sender address, and content), validate them, and send test emails
• Request a campaign preview as an HTML view
• Create and edit automations, look them up by name or UUID, and instantly see how many contacts the trigger currently affects
• Look up, create, and edit contacts
• Manage audiences and segments, rename them, and adjust rules
• Add and remove members from a static mailing list (max. 100 addresses at a time)
• Request reports and statistics, including clicks per link for a specific campaign
• Adjust account settings: branding, social links, merge tag fallbacks, standard email texts, and company details
• Upload images to the media library

The assistant can build email content using blocks such as text, images, buttons, products, and social links, including formatting options.

What the assistant never does: send an email or activate an automation. That remains your click in Xendy.

Switching your active company while the authorization page is open? The page will automatically reload. Make sure to check that the correct permissions are shown before you approve.