CleverReach MCP Server

The CleverReach MCP (Model Context Protocol) Server acts as an intelligent bridge between Large Language Models (like Claude, Cursor, or ChatGPT) and the CleverReach REST API. It allows your AI assistant to seamlessly execute actions, read reports, and manage campaigns directly from within your chat interface.

Beta Status

This feature is currently in its Beta Phase. The core server is fully functional and stable. We are using this phase to gather usage feedback and continuously optimize the AI integration workflows for your marketing success.

Setup & Installation

You can connect the CleverReach MCP server to various AI tools. Choose your preferred environment below:

Claude (Web & Desktop)

1. Navigate to your custom connectors: https://claude.ai/customize/connectors.
2. Add a new custom connector.
3. Name: Enter CleverReach.
4. URL: Enter https://mcprest.cleverreach.com/mcp.
5. Save the configuration.
6. Return to your chat and your Claude assistant can now interact with CleverReach.

Cursor IDE

1. Open your Cursor Desktop settings.
2. Navigate to Tools & MCPs.
3. Under Home MCP Servers, click Add New MCP Server.
4. Provide the following configuration (make sure type is set to stdio):

   {
     "mcpServers": { 
       "cleverreach-mcp": {
         "type": "stdio",
         "url": "https://mcprest.cleverreach.com/mcp"
       }
     }
   }

5. Save your settings.
6. In the Tools & MCPs section, authorize your CleverReach account via the OAuth prompt.
7. You are now ready to chat and prompt CleverReach actions in Cursor!

Gemini CLI (Power Users)

Note: This setup is primarily intended for initial development and technical users.

1. Prerequisites: Ensure you have Node.js installed (node -v).
2. Install the CLI:

   sudo npm install -g @google/gemini-cli@latest

3. Configure: Create the configuration directory and file:

   mkdir -p ~/.gemini
   nano ~/.gemini/settings.json

   (Note: Ensure your setup utilizes type: "stdio" as remote and sse are currently unsupported/unstable).
4. Start & Authenticate:

   gemini

   Once the prompt appears, authorize the MCP server:

   > /mcp auth cleverreach-mcp

5. Verify: Use /mcp list. A green indicator (🟢) means the server is connected.
6. Tip: For a smoother session, select option 3 ("Allow all server tools for this session") when prompted for security permissions.

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Features & Capabilities

The MCP server currently includes 22 specialized tools divided into three core areas:

Area	Functionality	Example Tools
Recipient Management	Create and manage recipients, groups, attributes, and segments.	create_group, list_attributes, create_filters
Email Campaigns	Create, edit, and retrieve mailings and templates.	create_mailing, list_templates, patch_mailing
Reports & Support	Deep analysis of campaign stats and Help Center knowledge retrieval.	get_report_stats_full, search_helpcenter

Security Restrictions

By design, the MCP Server is strictly limited in certain areas to protect your data:

• No Deletion: Your Agent cannot delete content within your CleverReach account.
• No PII Access: Your Agent is blocked from reading or extracting specific Personal Identifiable Information (PII) from your subscriber base.

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Use Cases & Prompts

Here are four concrete scenarios of how you can instruct your Agent to act as your marketing assistant.

1. Performance Analysis & Optimization

Want to know why your last campaign succeeded or failed? Ask the AI to pull the reports.

"Analyze my latest campaigns. Look specifically at the link clicks and tell me which topic resonated most with my subscribers. Give me three tips on how to improve our next mailing."

2. Rapid Campaign Creation

Need a promotional newsletter crafted and pre-configured immediately?

Role & Context: You are my marketing assistant with access to the CleverReach MCP. We need to create a Christmas newsletter quickly. Step 1: Fetch the available email templates so I can pick an ID. Step 2: Once listed, prepare a new email draft (Mailing) with the following details:

• Group: "Demo" (Please fetch the correct Group ID for this)
• Subject: "Merry Christmas: 20% off for you!"
• Sender Name: John from CleverReach
• Sender Email: support@example.com
• Content Direction: Festive discount promotion focusing on 20% off. Action: Start directly with Step 1 and show me the templates.

Note: If you provide your own HTML templates into the AI, ensure they strictly adhere to the CleverReach Template Technology, otherwise the Drag-and-Drop Editor will not support them later.

3. Data Structuring & Segmentation

Want to prepare your CRM structures for a personalized campaign?

"We want to segment our customers by interests. Check which custom data fields we already capture. Then, create a new data field called 'Interest_Outdoor' so we can target our hiking fans more effectively."

4. Support & Knowledge Retrieval

Stuck on a specific feature? Let your Agent look it up.

"I don't fully understand how to correctly link a Double Opt-In form. Please search the Help Center for 'DOI Form setup' and explain the most important steps right here in the chat."

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Available Tool List

View all 22 available MCP Tools

Recipient Management:

• list_groups: Read recipient lists
• create_group: Create recipient list
• update_group: Update recipient list
• list_attributes: Fetch global tags/fields
• list_group_attributes: Fetch local fields
• create_attributes: Create new fields
• setup-attributes: Modify existing fields
• list_filters/segments: Read segments
• create_filters: Create new segments

Email Campaigns:

• create_mailing: Create a new email
• get_mailing: Read specific email details
• list_templates: Fetch available templates
• patch_mailing: Update specific email components
• update_mailing: Fully update an email

Reporting:

• get_report: Fetch general reports
• get_report_stats: Fetch basic statistics
• get_report_stats_full: Fetch deep statistics
• get_report_stats_links: Fetch click/link data
• get_report_stats_mediaclients: Fetch device data
• get_report_stats_quality: Fetch bounce/quality data
• list_reports: Read available reports

Support:

• search_helpcenter: Query the official Help Center