Connect Omnisend to AI agents

Connect Omnisend 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

delete_product

Delete Product

Delete a product from the Omnisend catalog by its product ID. This permanently removes the product and its variants.

delete_category

Delete Product Category

Delete a product category from the Omnisend catalog. This removes the category but does not affect products assigned to it.

create_product

Create Product

Create a new product in the Omnisend catalog. Products enable the Product Picker in Omnisend's Email Builder and power product recommendation automations. Include at least one variant with pricing.

update_contact

Update Contact

Update an existing contact by their Omnisend contact ID. Only the provided fields will be modified; other fields remain unchanged. Can update personal info, subscription statuses, tags, and custom properties.

send_event

Send Event

Send a customer event to Omnisend for tracking and automation triggers. Supports predefined ecommerce events (placed order, added to cart, started checkout, etc.) and custom events. Events are used to trigger automations, build segments, and populate reporting. **Predefined event names:** "placed order", "paid for order", "order fulfilled", "order refunded", "order canceled", "added product to cart", "started checkout", "viewed product", "ordered product"

list_automations

List Automations

List automation workflows configured in Omnisend. Returns details about each automation including name, status, and trigger type.

create_category

Create Product Category

Create a new product category in the Omnisend catalog. Categories help organize products and power category-based segments and automations.

list_campaigns

List Campaigns

List marketing campaigns from Omnisend. Returns campaign details including name, channel (email/SMS/push), status, and scheduling info. Optionally filter by update date.

list_products

List Products

List products from the Omnisend catalog with pagination. Returns product summaries sorted by the specified criteria.

list_categories

List Product Categories

List product categories from the Omnisend catalog. Categories are used to organize products and enable category-based automations and product recommendations.

get_product

Get Product

Retrieve a product from the Omnisend catalog by its product ID. Returns full product details including variants, images, and metadata.

get_contact

Get Contact

Retrieve a single contact by their Omnisend contact ID. Returns full contact details including subscription statuses, custom properties, tags, and identifiers.

list_contacts

List Contacts

List contacts from Omnisend with filtering and pagination. Filter by email, phone, subscription status, segment, tag, or recent updates.

create_contact

Create or Update Contact

Create a new contact in Omnisend or update an existing one if identifiers match. Supports setting email/SMS subscription statuses, custom properties, tags, and consent data. If a contact with the same email or phone already exists, it will be updated.

More integrations teams use with Omnisend

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 Omnisend

Manage ecommerce marketing automation across email, SMS, and push notifications. Create, update, and list contacts with subscription statuses and custom properties. Manage product catalogs and categories. Track customer behavior events including cart actions, order lifecycle, and product views. Send custom events to trigger automation workflows such as abandoned cart, order confirmation, and browse abandonment. List and view campaigns and automations. Retrieve brand information. Export analytics data including campaign performance, engagement metrics, revenue attribution, and audience growth.

Connect Omnisend to production AI agents

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

Frequently asked questions

Common questions about connecting Omnisend to AI agents with Metorial.

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