Cardly MCP server

Connect Cardly to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Cardly MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the edit artwork tool in Cardly
  • Use the delete artwork tool in Cardly
  • Use the create contact list tool in Cardly
  • Use the list templates tool in Cardly
  • Use the get contact tool in Cardly
  • Use the send invitation tool in Cardly

Supported Tools

edit_artwork

Edit Artwork

Update an existing artwork's name, description, or page images. Only provide the fields you want to change.

delete_artwork

Delete Artwork

Permanently delete artwork from your organisation. This cannot be undone.

create_contact_list

Create Contact List

Create a new contact list with optional custom fields. Custom fields support text, date, number, and url types.

list_templates

List Templates

Retrieve available message templates configured in the Cardly business portal. Templates define text layout, styling (font, color, size, alignment), writing style, and support variable substitution (e.g. `{{firstName}}`) for personalization.

get_contact

Get Contact

Retrieve a contact by its ID within a contact list. Use list_contact_lists and list_contacts to discover IDs.

send_invitation

Send Invitation

Invite a new user to your organisation portal with specific permissions. Available permissions: administrator, artwork, billing, campaigns, developer, lists, orders, templates, use-credits.

generate_preview

Generate Preview

Generate a low-quality, watermarked preview PDF of a card and envelope before placing a live order. Use this to verify artwork, template, and recipient details look correct.

sync_contact

Sync Contact

Create or update a contact using an upsert operation. Matches existing contacts by external ID or email. If a match is found, the contact is updated; otherwise, a new contact is created. Ideal for keeping Cardly contacts in sync with your CRM.

list_users

List Users

Retrieve all users who have access to your organisation portal, including their roles and permissions.

update_webhook

Update Webhook

Update an existing webhook's target URL, subscribed events, enabled status, or metadata. Only provide the fields you want to change.

manage_invitation

Manage Invitation

Resend or revoke a pending invitation by invitation ID or email address.

list_orders

List Orders

Retrieve orders placed by your organisation. Returns order details including status, line items, and cost information.

get_account_balance

Get Account Balance

Retrieve the current card credit balance and gift credit balance for your organisation. Optionally include recent credit transaction history.

list_invitations

List Invitations

List organisation invitations and their IDs, email addresses, permissions, and status before resending or revoking an invitation.

list_artwork

List Artwork

List available card artwork for your organisation. Returns both organisation-specific and shared/free artwork. Use the ownOnly filter to see only your uploaded artwork.

list_contacts

List Contacts

List contacts in a specific contact list. Returns paginated results with contact details including name, address, email, and custom fields.

place_order

Place Order

Place an order to send one or more personalized handwritten cards, postcards, or letters. Each line item specifies artwork, a message template, and recipient details. Cards will be printed and mailed to the recipients. Supports variable substitution in templates, custom sender/return addresses, shipping method selection, and idempotent requests to prevent duplicate orders.

delete_contact_list

Delete Contact List

Permanently delete a contact list and all contacts within it. This cannot be undone.

list_resources

List Resources

Browse available design resources including media types (product sizes like greeting cards, postcards, letters), handwriting fonts, writing styles (messiness levels), and doodles (decorative images). Select which resource types to retrieve.

create_contact

Create Contact

Add a new contact to a contact list with their name, address, and optional custom field values.

find_contact

Find Contact

Search for a contact within a list by email address or external ID. Returns the matching contact details.

list_contact_lists

List Contact Lists

Retrieve all active contact lists for your organisation, including their custom field definitions.

remove_user

Remove User

Remove a user's access to the organisation portal. This cannot be undone — the user will need to be re-invited.

delete_contact

Delete Contact

Remove a contact from a contact list. Can delete by contact ID, email address, or external ID.

delete_webhook

Delete Webhook

Permanently delete a webhook subscription. The webhook will stop receiving event notifications.

create_webhook

Create Webhook

Create a new webhook subscription. The webhook will receive POST requests to the target URL for the specified event types. A secret key is returned once at creation for signature verification. Available events: `contact.order.created`, `contact.order.sent`, `contact.order.refunded`, `giftCard.redeemed`, `qrCode.scanned`, `contact.undeliverable`, `contact.changeOfAddress`, `consignment.undeliverable`, `consignment.changeOfAddress`.

create_artwork

Create Artwork

Upload new card artwork with base64-encoded page images. Artwork is associated with a specific media type (product size). Use the list resources tool to discover available media types.

list_webhooks

List Webhooks

Retrieve all webhooks configured for your organisation, including their target URLs, subscribed events, and enabled status.

get_order

Get Order

Retrieve detailed information about a specific order by its ID, including line items, cost, and current status.

edit_contact

Edit Contact

Update an existing contact's details. Only provide the fields you want to change.

Connect Cardly to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Cardly in Metorial. In your Metorial portal, enable the Cardly MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Cardly tools.

Run Cardly through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Cardly and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Cardly tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Cardly

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. 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.

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.

Calendly

List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.

Linkedin

Authenticate LinkedIn members with OpenID Connect, fetch the authenticated member profile, and create self-serve LinkedIn shares with text, article links, and uploaded images. Organization and Community Management workflows should move to a separate slate because LinkedIn restricts combining those products in one app.

Mailchimp

Manage email marketing audiences, campaigns, and automations. Create, send, schedule, and track email campaigns with detailed reporting on opens, clicks, and bounces. Add, update, and organize audience contacts with tags, segments, and interest groups. Set up and manage automation workflows triggered by subscriber activity or events. Connect e-commerce stores to manage customers, products, orders, and carts. Create and manage reusable email templates and landing pages. Upload and organize files for use in campaigns. Send transactional emails via the Mandrill API. Post custom events to trigger targeted automations. Configure webhooks to track subscribe, unsubscribe, profile updates, and email delivery events.

Technical notes for Cardly

Send personalized, handwritten greeting cards, postcards, and letters at scale via physical mail. Place orders with customizable artwork, message templates, and recipient details for delivery to 50+ countries. Manage card artwork by uploading page images, and use message templates with variable substitution for personalization. Create and manage contact lists with custom fields, sync contacts via upsert, and configure automation rules for triggers like birthdays. Generate preview PDFs before placing live orders. Browse available media types, handwriting fonts, writing styles, and decorative doodles. Query account credit balances and transaction history. Manage organization users and invitations with configurable permissions. Set up webhooks to receive notifications for order, shipping, gift card redemption, QR code scan, and delivery events.

Frequently asked questions

Common questions about connecting Cardly to AI agents with Metorial.

  1. How many tools does the Cardly MCP server have?
    The Cardly MCP server exposes 30 tools, including Edit Artwork, Delete Artwork, Create Contact List. Each one is governed and traced through Metorial.
  2. Cardly exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Cardly MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Cardly and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Cardly MCP server yourself or use the hosted gateway.

Connect Cardly to production AI agents

See how Metorial gives your team governed access to Cardly, with tracing and security controls built in.