Connect Emailoctopus to AI agents

Connect Emailoctopus 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

get_campaign

Get Campaign

Retrieve details of a specific campaign including status, subject, sender info, target lists, and HTML content.

manage_fields

Manage Custom Fields

Create, update, or delete custom fields on a contact list. Custom fields store additional contact data (e.g., first name, company). Supported types: TEXT, NUMBER, DATE. Use **action** to specify the operation: `create`, `update`, or `delete`. Existing fields can be viewed using the Get List tool.

list_campaigns

List Campaigns

Retrieve all email campaigns. Returns campaign details including status, subject, sender info, and target lists. Campaigns are read-only via the API.

get_campaign_report

Get Campaign Report

Retrieve performance reports for a sent campaign. Get aggregate summary metrics (opens, clicks, bounces, complaints, unsubscribes), per-link click data, or contact-level interaction reports filtered by status.

list_lists

List Lists

Retrieve all contact lists in the account. Returns list details including name, custom fields, tags, and contact counts by status (pending, subscribed, unsubscribed). Supports cursor-based pagination.

create_contact

Create Contact

Add a new contact to a list with an email address, optional custom field values, tags, and subscription status. If the list has double opt-in enabled, the contact will receive a confirmation email.

batch_update_contacts

Batch Update Contacts

Update multiple contacts in a single request. Each contact update can modify email address, custom fields, tags, and status. Returns both succeeded and failed updates with error details.

get_list

Get List

Retrieve details of a specific contact list by its ID. Returns list configuration including name, custom fields, tags, and contact counts.

get_contact

Get Contact

Retrieve a specific contact from a list by contact ID or MD5 hash of their lowercase email address.

delete_contact

Delete Contact

Permanently remove a contact from a list. This action cannot be undone.

update_list

Update List

Update an existing contact list's name.

trigger_automation

Trigger Automation

Start an automation sequence for a specific contact. The automation must be configured with a "Started via API" trigger type in the EmailOctopus dashboard.

upsert_contact

Upsert Contact

Create a contact if it doesn't exist, or update it if it does (matched by email address). Useful for syncing contacts from external sources without needing to check existence first.

list_contacts

List Contacts

Retrieve contacts from a list. Supports filtering by subscription status, tag, and creation/update dates. Returns paginated results with up to 100 contacts per page.

manage_tags

Manage Tags

Create, rename, delete, or list tags on a contact list. Tags are labels used for segmenting and targeting contacts. Use **action** to specify the operation: `list`, `create`, `rename`, or `delete`.

delete_list

Delete List

Permanently delete a contact list and all its contacts, custom fields, and tags. This action cannot be undone.

update_contact

Update Contact

Update an existing contact's email address, custom field values, tags, or subscription status. Tags use a boolean map where `true` adds and `false` removes a tag.

create_list

Create List

Create a new contact list. Each list is an independent collection of contacts with its own custom fields and tags.

More integrations teams use with Emailoctopus

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 Emailoctopus

Manage email marketing lists, contacts, campaigns, and automations. Create, update, and delete contact lists and contacts with custom fields and tags. Bulk update contacts and upsert contacts by email. Retrieve campaign details and access campaign performance reports including opens, clicks, bounces, complaints, and unsubscribes. View contact-level and link-level campaign analytics. Trigger API-based automations for specific contacts. Receive webhooks for contact events such as creation, updates, deletions, bounces, clicks, complaints, opens, and unsubscribes.

Connect Emailoctopus to production AI agents

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

Frequently asked questions

Common questions about connecting Emailoctopus to AI agents with Metorial.

  1. Can Metorial connect Emailoctopus to AI agents?
    Yes. Metorial connects AI agents to Emailoctopus 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.