Connect Benchmark Email to AI agents

Connect Benchmark Email to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

update_campaign

Update Campaign

Update an existing email campaign's properties such as name, subject, content, sender details, or associated contact lists. Only provided fields will be updated.

manage_contact_list

Manage Contact List

Create, update, or delete a contact list. When creating, provide a name and optional description. When updating, provide the list ID and the fields to change.

list_campaigns

List Campaigns

List and search email campaigns in your Benchmark Email account. Filter by name or status to find specific campaigns. Returns campaign metadata including status, schedule, and sender information.

manage_contact

Manage Contact

Add, update, or remove a contact from a contact list. When adding a contact, provide at minimum an email address. Supports custom fields (Field1 through Field24).

list_contacts

List Contacts

List contacts in a specific contact list. Filter by status (active, unsubscribed) or search by email/name. Returns contact details including email, name, and custom fields.

create_campaign

Create Campaign

Create a new email campaign in draft status. Configure the campaign name, subject, sender, content, and target contact lists. The campaign will need to be scheduled or sent separately.

get_campaign_report

Get Campaign Report

Retrieve performance metrics for a sent email campaign. Returns aggregate statistics including opens, clicks, bounces, unsubscribes, and abuse complaints. Optionally fetch detailed per-contact data for opens, clicks, bounces, or unsubscribes.

send_campaign

Send or Schedule Campaign

Schedule an email campaign for delivery at a specific date and time, set it back to draft, duplicate it, or resend it to newly added contacts. Use this tool after creating a campaign to control its delivery.

get_campaign

Get Campaign

Retrieve full details of a specific email campaign by its ID, including content, sender info, schedule, and associated contact lists.

delete_campaign

Delete Campaign

Permanently delete an email campaign. This action cannot be undone.

list_contact_lists

List Contact Lists

List and search contact lists in your Benchmark Email account. Returns list metadata including name, contact count, status, and creation date.

More integrations teams use with Benchmark Email

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Benchmark Email

Create, schedule, and send email marketing campaigns. Manage contact lists by adding, updating, and removing subscribers in bulk or individually. Track campaign performance metrics including opens, clicks, bounces, and unsubscribes. Upload and manage images for use in campaigns. Create and configure signup forms, surveys, and autoresponders. Set up webhooks on contact lists to receive real-time notifications for subscribes, unsubscribes, profile updates, and cleaned addresses.

Connect Benchmark Email to production AI agents

See how Metorial gives Benchmark Email access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Benchmark Email to AI agents with Metorial.

  1. Can Metorial connect Benchmark Email to AI agents?
    Yes. Metorial connects AI agents to Benchmark Email through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.