Proofly MCP server

Connect Proofly 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 Proofly MCP server

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

  • Use the create conversion tool in Proofly
  • Use the get activity logs tool in Proofly
  • Use the toggle campaign tool in Proofly
  • Use the get notification data tool in Proofly
  • Use the get user info tool in Proofly
  • Use the get campaign notifications tool in Proofly

Supported Tools

create_conversion

Create Conversion

Submit an external conversion using the existing notification conversion endpoint. This compatibility endpoint is absent from the current public API reference. Use **Get Campaign Notifications** first to obtain the notification ID.

get_activity_logs

Get Activity Logs

Retrieve a chronological log of account activities such as logins and registrations, including timestamps and IP addresses.

toggle_campaign

Toggle Campaign

Toggle a campaign's active/inactive status. If the campaign is currently enabled it will be disabled, and vice versa. Use **List Campaigns** first to obtain the campaign ID.

get_notification_data

Get Notification Data

Retrieve leads, conversions, and collected data from an individual notification. Returns data type, submitted input (e.g., email), visitor IP, page URL, and geolocation. Use **Get Campaign Notifications** first to obtain the notification ID.

get_user_info

Get User Info

Retrieve the authenticated user's account information, registration date, login count, impression statistics, and pixel settings.

get_campaign_notifications

Get Campaign Notifications

Retrieve all notifications within a specific campaign, including notification type, display settings, trigger rules, and performance statistics (impressions, hovers, clicks, leads). Use **List Campaigns** first to obtain the campaign ID.

list_campaigns

List Campaigns

List all campaigns in the account. Returns each campaign's ID, name, associated domain, and whether it is currently enabled.

get_notification

Get Notification

Retrieve one notification and its settings and statistics. Call get_campaign_notifications to discover notification IDs.

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

Run Proofly through the Metorial gateway

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

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

Google Sheets

Create, read, and update spreadsheets and their cell data. Read and write values to individual cells, ranges, or multiple ranges using A1 notation or named ranges. Apply cell formatting including text styles, backgrounds, borders, number formats, and conditional formatting. Manage sheets (tabs) within a spreadsheet—add, delete, copy, rename, and reorder them. Create and manage embedded charts, pivot tables, filter views, data validation rules, protected ranges, named ranges, and merged cells. Perform batch operations to apply multiple updates atomically.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

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.

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 Proofly

Manage social proof campaigns and retrieve notification settings, performance statistics, and captured leads. Discover and toggle campaigns, inspect notifications and visitor details, and view account activity, impression usage, and pixel settings.

Frequently asked questions

Common questions about connecting Proofly to AI agents with Metorial.

  1. How many tools does the Proofly MCP server have?
    The Proofly MCP server exposes 8 tools, including Create Conversion, Get Activity Logs, Toggle Campaign. Each one is governed and traced through Metorial.
  2. Proofly 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 Proofly MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Proofly and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Proofly MCP server yourself or use the hosted gateway.

Connect Proofly to production AI agents

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