list_segments
List Segments
List all subscriber segments. Segments are saved filters for grouping subscribers based on various criteria configured in the Kit dashboard.
Supported Tools
manage_tags
Manage Tags
Create, update, list tags, or manage tag-subscriber associations. Use this to organize subscribers by adding/removing tags, creating new tags, or listing all tags.
list_subscribers
List Subscribers
List and search subscribers in your Kit account. Filter by status, email, date ranges, or retrieve subscribers for a specific tag, form, or sequence.
manage_broadcasts
Manage Broadcasts
Create, update, get, list, delete, or inspect analytics for email broadcasts. Broadcasts are one-time email sends to your subscribers. Set a `sendAt` time to schedule sending.
manage_sequences
Manage Sequences
Create, update, get, delete, list email sequences, or enroll subscribers in a sequence. Sequences are automated drip email campaigns that send a series of emails over time.
get_account
Get Account
Retrieve your Kit account information including account name, plan type, primary email address, and timezone settings.
manage_forms
Manage Forms
List forms and landing pages, or add subscribers to a form. Adding a subscriber to a form may trigger opt-in confirmation depending on form settings.
manage_subscriber
Manage Subscriber
Create, update, get, unsubscribe, list tags for, or retrieve engagement stats for a subscriber. Use this to add new subscribers, update existing subscriber info (name, email, custom fields), look up subscriber details by ID, inspect tags/stats, or unsubscribe a subscriber.
create_purchase
Create Purchase
Import a purchase/transaction record into Kit. Associates a purchase with a subscriber by email. Includes product details, pricing, and transaction metadata.
list_email_templates
List Email Templates
List all available email templates that can be used when creating broadcasts.
manage_custom_fields
Manage Custom Fields
List, create, update, or delete custom fields for storing additional subscriber data. Custom field values are set on individual subscribers when creating or updating them.
manage_sequence_emails
Manage Sequence Emails
List, create, get, update, or delete emails inside a Kit sequence. Sequence emails are the ordered steps subscribers receive after entering a sequence.
manage_purchases
Manage Purchases
List or retrieve Kit purchase records imported into the account. Use Create Purchase to import a new purchase.
get_account_insights
Get Account Insights
Retrieve Kit creator profile details, account-wide email stats, or subscriber growth stats.
manage_posts
Manage Posts
List or retrieve Kit posts, including newsletter/web posts and optional HTML content.
manage_snippets
Manage Snippets
List, create, get, update, archive, or restore Kit snippets used as reusable Liquid content in broadcasts and sequence emails.
More integrations teams use with Convertkit
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 Convertkit
Manage email subscribers, tags, forms, sequences, and broadcasts for creator-focused email marketing. Create and send broadcast emails, enroll subscribers in automated drip sequences, organize subscribers with tags and custom fields, import purchase data, and build subscriber segments. Supports webhooks for subscriber events including activations, unsubscribes, bounces, form subscriptions, tag changes, link clicks, and product purchases.
Frequently asked questions
Common questions about connecting Convertkit to AI agents with Metorial.
Can Metorial connect Convertkit to AI agents?
Yes. Metorial connects AI agents to Convertkit through a governed integration layer, so teams can use the provider while keeping access controlled and observable.Does the Convertkit integration work with MCP?
Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.How does Metorial control access to Convertkit?
Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.Can teams trace Convertkit activity from agents?
Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.