Connect Sendlane to AI agents

Connect Sendlane 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

update_sms_consent

Update SMS Consent

Update the SMS consent status for a contact. SMS consent is required before Sendlane can send SMS messages to a contact.

list_contacts

List Contacts

Retrieve contacts from your Sendlane account. Supports searching by email or phone number, and pagination for large result sets.

track_checkout

Track Checkout Started

Send a checkout started event to Sendlane for abandoned checkout tracking. This allows you to retarget contacts who begin checkout but don't complete their order. Include all product details for use in abandoned checkout emails.

get_contact

Get Contact

Retrieve detailed information about a specific contact, including their tags and custom field values.

track_custom_event

Track Custom Event

Send a custom event to Sendlane for tracking purposes. Custom events can be used to trigger automations and segment contacts based on custom behavior.

list_custom_fields

List Custom Fields

Retrieve all custom fields defined in your Sendlane account. Custom fields store arbitrary contact attributes used for segmentation, automations, and personalization.

list_list_contacts

List Contacts in List

Retrieve contacts that belong to a specific mailing list. Useful for viewing list membership and understanding your audience segments.

list_lists

List Lists

Retrieve all mailing lists in your Sendlane account. Lists are the primary groupings for organizing contacts.

unsubscribe_contact

Unsubscribe Contact

Unsubscribe a contact from all email communications. The contact will remain in your account but will no longer receive marketing emails.

track_order_fulfilled

Track Order Fulfilled

Send an order fulfilled event to Sendlane, indicating that an order has been shipped. This can trigger post-purchase automations like shipping notifications and review requests.

add_contact_to_list

Add Contact to List

Add a contact to a specified list. If the contact doesn't exist, it will be created. Requires at least an email or phone number. You can also set custom field values during creation.

list_senders

List Sender Profiles

Retrieve all sender profiles in your Sendlane account. Sender profiles define the "from" identity used when sending emails.

track_order

Track Order Placed

Send an order placed event to Sendlane for eCommerce tracking. This records a completed purchase and triggers automations based on purchase behavior. Each order's line items will automatically generate ordered product events.

manage_contact_tags

Manage Contact Tags

Add or remove tags from a contact. Tags are labels that help you segment contacts based on interests, activity, and behavior. Use the **add** action to assign tags and **remove** to unassign them.

list_tags

List Tags

Retrieve all tags in your Sendlane account. Tags help create granular collections of contacts for targeted content delivery.

update_contact_custom_fields

Update Contact Custom Fields

Set or update custom field values for a specific contact. Custom fields must already exist in your Sendlane account before values can be assigned.

list_campaigns

List Campaigns

Retrieve campaigns from your Sendlane account. Campaigns are used to send sales, offers, and event-specific content to contacts.

manage_suppression

Manage Email Suppression

Add or remove email addresses from the suppression list, or retrieve the current suppressed emails. Suppressed emails will not receive any marketing communications.

remove_contact_from_list

Remove Contact from List

Remove a contact from a specific list. The contact will no longer be subscribed to the list but will remain in your Sendlane account.

More integrations teams use with Sendlane

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 Sendlane

Manage contacts, lists, tags, and segments for email and SMS marketing automation focused on eCommerce. Create and update contacts, subscribe/unsubscribe contacts to lists, apply tags, and manage custom fields. Retrieve campaign details and sender profiles. Track eCommerce events such as product viewed, added to cart, checkout started, placed order, and fulfilled order via server-side and client-side APIs. Configure automation-based webhooks to broadcast contact data when triggered by subscriber actions or eCommerce behaviors.

Connect Sendlane to production AI agents

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

Frequently asked questions

Common questions about connecting Sendlane to AI agents with Metorial.

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