Simplero MCP server

Connect Simplero 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 Simplero MCP server

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

  • Use the list invoices tool in Simplero
  • Use the manage broadcast tool in Simplero
  • Use the manage contact tool in Simplero
  • Use the manage administrator tool in Simplero
  • Use the manage product tool in Simplero
  • Use the manage list subscription tool in Simplero

Supported Tools

list_invoices

List Invoices

Retrieve invoices from Simplero with optional filtering by creation date range, payment date range, or invoice number range. Results can be sorted ascending or descending.

manage_broadcast

Manage Broadcast

Create, list, and retrieve email broadcasts in Simplero. Supports creating broadcasts with scheduling, sending test emails, and viewing broadcast activity (opens, clicks, bounces, unsubscribes).

manage_contact

Manage Contact

Create, update, or look up contacts in Simplero. Supports creating new contacts, updating existing ones by email, finding contacts by email/ID/token, and managing GDPR consent, tags, notes, and custom fields. Use **override** to replace existing values rather than merging. Tags added here are additive; use the dedicated tag management tool to remove tags.

manage_administrator

Manage Administrator

List, create, update, find, or remove account administrators in Simplero. Supports assigning system roles (Co-Owner=1, Admin=2, Basic admin=3, Assistant=8, Support specialist=9, Affiliate manager=10) or custom roles. Can auto-generate credentials and send invitation messages.

manage_product

Manage Product

List products, get product details, and create free purchases for products in Simplero. Also supports searching and looking up existing purchases by email, ID, or token.

manage_list_subscription

Manage List Subscription

Subscribe or unsubscribe contacts from mailing lists, look up existing subscriptions, or list all available mailing lists. Supports single and bulk subscriptions (up to 1,000 at a time). Bulk subscribe is asynchronous and returns a tracking token.

tag_contact

Tag Contact

Add or remove tags from a contact in Simplero. Identify the contact by email, ID, or token. Supports adding and removing tags by name, or using tag IDs for more precise control.

start_automation

Start Automation

Start an automation for a contact in Simplero, or list all available automations. The contact will be created if they don't already exist.

get_course_completions

Get Course Completions

Retrieve course completion progress for a contact across all courses in Simplero. Returns a nested structure with courses, modules, and lessons along with their completion status.

list_tags

List Tags

Retrieve all tags or a specific tag by ID from your Simplero account. Useful for discovering available tag names and IDs for use with the Tag Contact tool.

get_request_status

Get Request Status

Check the progress and results of an asynchronous Simplero request, such as a bulk list subscription.

get_account_info

Get Account Info

Identify the connected Simplero account and user, including the account name and host.

list_segments

List Segments

Discover Simplero segments and their IDs for selecting broadcast recipients. Supports search and pagination.

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

Run Simplero through the Metorial gateway

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

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

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.

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.

Calendly

List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.

Linkedin

Authenticate LinkedIn members with OpenID Connect, fetch the authenticated member profile, and create self-serve LinkedIn shares with text, article links, and uploaded images. Organization and Community Management workflows should move to a separate slate because LinkedIn restricts combining those products in one app.

Mailchimp

Manage email marketing audiences, campaigns, and automations. Create, send, schedule, and track email campaigns with detailed reporting on opens, clicks, and bounces. Add, update, and organize audience contacts with tags, segments, and interest groups. Set up and manage automation workflows triggered by subscriber activity or events. Connect e-commerce stores to manage customers, products, orders, and carts. Create and manage reusable email templates and landing pages. Upload and organize files for use in campaigns. Send transactional emails via the Mandrill API. Post custom events to trigger targeted automations. Configure webhooks to track subscribe, unsubscribe, profile updates, and email delivery events.

Technical notes for Simplero

Manage contacts, mailing lists, products, purchases, invoices, and account administrators for an all-in-one online course and membership platform. Create and update contacts with custom fields, tags, GDPR consent, and affiliate attribution. Subscribe and unsubscribe contacts to mailing lists individually or in bulk. List products, look up purchases, and add people to products via webhooks. Retrieve invoices filtered by date or number range. Manage account administrators with role assignments.

Frequently asked questions

Common questions about connecting Simplero to AI agents with Metorial.

  1. How many tools does the Simplero MCP server have?
    The Simplero MCP server exposes 13 tools, including List Invoices, Manage Broadcast, Manage Contact. Each one is governed and traced through Metorial.
  2. Simplero 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 Simplero MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Simplero and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Simplero MCP server yourself or use the hosted gateway.

Connect Simplero to production AI agents

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