Mailsoftly MCP server

Connect Mailsoftly 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 Mailsoftly MCP server

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

  • Use the create email campaign tool in Mailsoftly
  • Use the manage contact list members tool in Mailsoftly
  • Use the add custom field to contact tool in Mailsoftly
  • Use the create or update contact tool in Mailsoftly
  • Use the get email campaigns tool in Mailsoftly
  • Use the manage contact lists tool in Mailsoftly

Supported Tools

create_email_campaign

Create Email Campaign

Creates a new email campaign draft in Mailsoftly. Provide a subject line and either a contact list ID or a list of recipients. Optionally include email body content and attachments.

manage_contact_list_members

Manage Contact List Members

Add contacts to a contact list or retrieve a page of contacts in a list. - Provide **contactListId** alone to retrieve a page of contacts in that list; use hasMore to continue. - Provide **contactId** to add a single existing contact to the list. - Provide **contacts** array to add one or more contacts in bulk (contacts will be created if they don't exist).

add_custom_field_to_contact

Add Custom Field to Contact

Adds a custom field with a value to an existing contact. Custom fields store information beyond the standard contact fields (first name, last name, email). Use **Get Contact Fields** to discover available custom fields.

create_or_update_contact

Create or Update Contact

Creates a new contact or updates an existing one in Mailsoftly. Provide an email address along with optional name and custom fields. If a **contactId** is provided, the existing contact will be updated; otherwise, a new contact is created (or matched by email and updated).

get_email_campaigns

Get Email Campaigns

Retrieves a page of email campaigns for the firm, or checks the status of a specific email draft by its ID. - Omit **emailId** to list a page of email campaigns; use hasMore to continue. - Provide an **emailId** to fetch the status and readiness of a specific email draft.

manage_contact_lists

Manage Contact Lists

Create, retrieve, or list contact lists in Mailsoftly. Use this to organize contacts into lists for targeting email campaigns. - Omit all optional fields to list all contact lists. - Provide a **contactListId** to get details of a specific list. - Provide a **name** to create a new contact list.

get_contacts

Get Contacts

Retrieves contacts from Mailsoftly. Fetch a page of contacts, or fetch a single contact by ID with optional detailed view. Use hasMore and page to continue listing.

search_contacts

Search Contacts

Searches contacts in Mailsoftly by exact email, first name, or last name. Returns one page of matches; use hasMore to continue.

send_email

Send Email

Sends an existing email draft in Mailsoftly. The email must already be in a "ready" state before it can be sent. Use **Get Email Campaigns** to check draft readiness first.

manage_tags

Manage Tags

Retrieve all tags for the firm or assign tags to a contact. - Omit **contactId** to list all available tags. - Provide **contactId** with a single tag (**tagId** or **tagName**) to assign one tag. - Provide **contactId** with a **tagsToAssign** array to assign multiple tags at once.

get_contact_fields

Get Contact Fields

Retrieves all available contact fields for the firm, including standard and custom fields. Use this to discover which fields can be used when creating, updating, or searching contacts.

get_current_account

Get Current Account

Identifies the connected Mailsoftly account and retrieves its plan limits, sending channels, and any sending restrictions.

get_campaign_statistics

Get Campaign Statistics

Retrieves delivery and engagement counts and rates for a campaign, including opens, clicks, bounces, unsubscribes, and complaints. Unsent campaigns return a summary and a note instead of statistics.

list_senders

List Senders

Lists the account's available campaign sender addresses and default sender. Each entry identifies whether create_email_campaign should use senderId or emailSenderId.

Connect Mailsoftly 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 Mailsoftly in Metorial. In your Metorial portal, enable the Mailsoftly 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 Mailsoftly tools.

Run Mailsoftly through the Metorial gateway

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

  • Give Mailsoftly and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Mailsoftly 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 Mailsoftly

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

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.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. 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. Retrieve site properties and search for sites across Microsoft 365.

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. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

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.

Technical notes for Mailsoftly

Create, manage, and search contacts for email marketing campaigns. Organize contacts into lists, apply tags, and send email campaigns with attachments. Create and manage contact lists, add contacts individually or in bulk, and retrieve contact details. Create email drafts, check draft status, and send campaigns. Supports custom contact fields, contact segmentation, and tag-based categorization.

Frequently asked questions

Common questions about connecting Mailsoftly to AI agents with Metorial.

  1. How many tools does the Mailsoftly MCP server have?
    The Mailsoftly MCP server exposes 14 tools, including Create Email Campaign, Manage Contact List Members, Add Custom Field to Contact. Each one is governed and traced through Metorial.
  2. Mailsoftly 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 Mailsoftly MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Mailsoftly and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Mailsoftly MCP server yourself or use the hosted gateway.

Connect Mailsoftly to production AI agents

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