Connect Iterable to AI agents

Connect Iterable 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

manage_snippets

Manage Snippets

Create, update, list, or delete snippets in Iterable. Snippets are reusable content blocks that can be embedded in templates using Handlebars syntax.

manage_catalogs

Manage Catalogs

Create, list, or delete catalogs and their items in Iterable. Catalogs store collections of items (e.g. products) that can be referenced in templates for personalization. Supports bulk uploading up to 1,000 items at a time.

get_user

Get User

Retrieves a user profile from Iterable by **email** or **userId**. Returns the full user profile including all custom data fields and subscription preferences.

export_data

Export Data

Exports Iterable project data or a specific user's events. Returned CSV or JSON stream content is provided as a Slate attachment, with structured output limited to metadata.

upsert_user

Create or Update User

Creates a new user or updates an existing user profile in Iterable. Identify the user by **email** or **userId**. Attach custom data fields to the profile for personalization in campaigns and journeys.

manage_templates

Manage Templates

List, retrieve, or update message templates across all channels (email, push, SMS, in-app). Templates use Handlebars-based personalization with user profile and event data.

track_purchase

Track Purchase

Records a purchase event for a user in Iterable. Tracks commerce items with prices, quantities, and custom metadata. Unlocks commerce-specific campaign metrics and segmentation.

send_message

Send Message

Sends a targeted message to an individual user via an API-triggered campaign. Supports **email**, **push notification**, **SMS**, **in-app**, and **web push** channels. Pass dynamic data fields for template personalization at send time.

update_cart

Update Cart

Updates the shopping cart for a user in Iterable. Replaces the user's current cart contents with the provided items. Used for cart abandonment campaigns and commerce workflows.

delete_user

Delete User

Permanently deletes a user profile from the Iterable project. This is a destructive operation and cannot be undone. Use for GDPR compliance or data cleanup.

track_event

Track Event

Tracks a custom event for a user in Iterable. Events can trigger journeys, campaigns, and can be used for segmentation. Optionally attribute the event to a specific campaign or template.

manage_campaigns

Manage Campaigns

List existing campaigns, retrieve campaign details, create new campaigns from templates, archive campaigns, or retrieve campaign metrics. Campaigns can target email, push, SMS, in-app, embedded, and web push channels.

update_subscriptions

Update Subscriptions

Updates a user's subscription preferences in Iterable. Manage which email lists, channels, and message types a user is subscribed to or has opted out of.

get_channels

Get Channels and Message Types

Retrieves all messaging channels and message types configured in the Iterable project. Channels represent communication pathways (email, push, SMS, etc.) and message types control how subscription preferences are organized.

manage_lists

Manage Lists

Create, delete, or retrieve lists in Iterable. Lists are used to organize users into segments for campaign targeting and journey entry. Also supports subscribing and unsubscribing users to/from lists.

list_journeys

List Journeys

List Iterable journeys (workflows) in the current project. Use this to inspect available automation workflows and archived workflow inventory.

More integrations teams use with Iterable

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 Iterable

Manage cross-channel marketing automation across email, push notifications, SMS, in-app messages, web push, and WhatsApp. Create, update, and delete user profiles, track custom and commerce events, and manage subscription preferences. Create and manage campaigns (blast or triggered) and message templates with Handlebars personalization. Organize users into lists for audience targeting. Send transactional messages to individual users via API-triggered campaigns with dynamic data fields. Create and manage catalogs of items for template personalization. Create, update, and delete reusable content snippets for embedding in templates. Export user data, event data, and campaign metrics as CSV. Manage messaging channels and message types. Receive real-time webhook notifications for email, push, SMS, in-app, web push, WhatsApp, subscription, journey, and embedded messaging events.

Connect Iterable to production AI agents

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

Frequently asked questions

Common questions about connecting Iterable to AI agents with Metorial.

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