How to integrate Cardly MCP with Claude Code

Framework Integration Gradient
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Introduction

Manage your Cardly directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.

You can do this in two different ways:

  1. Via Rube - Direct and easiest approach
  2. Via Composio SDK - Programmatic approach with more control

Why Rube?

Rube is a universal MCP server with access to 850+ SaaS apps. It ensures just-in-time tool loading so Claude can access the tools it needs, a remote workbench for programmatic tool calling and handling large tool responses out of the LLM context window, ensuring the LLM context window remains clean.

Connect Cardly to Claude Code with Rube

1. Get the MCP URL

Copy and paste the below command in Claude Code to add Rube MCP.

Terminal

2. Authenticate Rube

Run /mcp to view Rube

bash
/mcp
Run /mcp to view Rube in Claude Code
Click on Rube to authenticate
Authentication flow complete

3. Ensure it's connected

Run /mcp again to verify the connection. Now, do whatever you want with Claude Code and Cardly.

Rube connected successfully

Supported Tools & Triggers

Tools
Create Contact ListTool to add a new contact list.
Create WebhookTool to create a new webhook subscription.
Delete Invitation by EmailTool to delete an invitation by email address.
Delete WebhookTool to delete a webhook.
Generate PreviewTool to generate a low-quality, watermarked preview document for a card.
List ArtworkTool to retrieve the currently available artwork for your organisation.
List Credit HistoryTool to list credit history records.
List FontsTool to list your currently available fonts.
List Gift Credit HistoryTool to list gift credit history records for your organization.
List InvitationsTool to retrieve active invitations for your organisation with optional filters.
List MediaTool to retrieve the currently available media sizes for product artwork.
List OrdersTool to retrieve orders placed by your organisation.
List TemplatesTool to retrieve your currently available templates from cardly.
List UsersTool to retrieve all users associated with your account.
List WebhooksTool to retrieve any active or disabled webhooks set up for your organisation.
List Writing StylesTool to list available writing styles.
Retrieve Account BalanceTool to retrieve the current account and gift credit balances for your organisation.
Retrieve OrderTool to retrieve information on a specific order.
Retrieve UserTool to retrieve detailed information about a specific user.
Update WebhookTool to update a webhook’s settings, including target url and events.

What is the Cardly MCP server, and what's possible with it?

The Cardly MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Cardly account. It provides structured and secure access to your Cardly workspace, so your agent can create contact lists, generate card previews, manage invitations, and access artwork or credit history for seamless customer engagement tasks.

  • Automated contact list creation and management: Easily instruct your agent to set up new contact lists or manage existing ones, streamlining outreach campaigns and personalized mailings.
  • Card preview generation and artwork browsing: Let your agent generate watermarked card previews and browse available artwork to help you select the right designs before sending mailers.
  • Real-time credit and gift history access: Ask your agent to fetch your credit or gift credit history so you always know your account status and can track usage or plan new campaigns.
  • Invitation and webhook management: Direct your agent to handle invitations—listing, deleting, or auditing user invites—or manage webhooks for seamless integration with other systems.
  • Font and design asset exploration: Have your agent list available fonts and artwork, making it easier to choose creative assets for your next customer engagement initiative.

Connecting Cardly via Tool Router

Tool Router is the underlying tech that powers Rube. It's a universal gateway that does everything Rube does but with much more programmatic control. You can programmatically generate an MCP URL with the app you need (here Cardly) for even more tool search precision. It's secure and reliable.

How the Tool Router works

The Tool Router follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

Before starting, make sure you have:
  • Claude Pro, Max, or API billing enabled Anthropic account
  • Composio API Key
  • A Cardly account
  • Basic knowledge of Python or TypeScript

Install Claude Code

bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd

To install Claude Code, use one of the following methods based on your operating system:

Set up Claude Code

bash
cd your-project-folder
claude

Open a terminal, go to your project folder, and start Claude Code:

  • Claude Code will open in your terminal
  • Follow the prompts to sign in with your Anthropic account
  • Complete the authentication flow
  • Once authenticated, you can start using Claude Code
Claude Code initial setup showing sign-in prompt
Claude Code terminal after successful login

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here

Create a .env file in your project root with the following variables:

  • COMPOSIO_API_KEY authenticates with Composio (get it from Composio dashboard)
  • USER_ID identifies the user for session management (use any unique identifier)

Install Composio library

pip install composio-core python-dotenv

Install the Composio Python library to create MCP sessions.

  • composio-core provides the core Composio functionality
  • python-dotenv loads environment variables from your .env file

Generate Composio MCP URL

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["cardly"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http cardly-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Create a script to generate a Composio MCP URL for Cardly. This URL will be used to connect Claude Code to Cardly.

What's happening:

  • We import the Composio client and load environment variables
  • Create a Composio instance with your API key
  • Call create() to create a Tool Router session for Cardly
  • The returned mcp.url is the MCP server URL that Claude Code will use
  • The script prints this URL so you can copy it

Run the script and copy the MCP URL

python generate_mcp_url.py

Run your Python script to generate the MCP URL.

  • The script connects to Composio and creates a Tool Router session
  • It prints the MCP URL and the exact command you need to run
  • Copy the entire claude mcp add command from the output

Add Cardly MCP to Claude Code

bash
claude mcp add --transport http cardly-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude

In your terminal, add the MCP server using the command from the previous step. The command format is:

  • claude mcp add registers a new MCP server with Claude Code
  • --transport http specifies that this is an HTTP-based MCP server
  • The server name (cardly-composio) is how you'll reference it
  • The URL points to your Composio Tool Router session
  • --headers includes your Composio API key for authentication

After running the command, close the current Claude Code session and start a new one for the changes to take effect.

Verify the installation

bash
claude mcp list

Check that your Cardly MCP server is properly configured.

  • This command lists all MCP servers registered with Claude Code
  • You should see your cardly-composio entry in the list
  • This confirms that Claude Code can now access Cardly tools

If everything is wired up, you should see your cardly-composio entry listed:

Claude Code MCP list showing the toolkit MCP server

Authenticate Cardly

The first time you try to use Cardly tools, you'll be prompted to authenticate.

  • Claude Code will detect that you need to authenticate with Cardly
  • It will show you an authentication link
  • Open the link in your browser (or copy/paste it)
  • Complete the Cardly authorization flow
  • Return to the terminal and start using Cardly through Claude Code

Once authenticated, you can ask Claude Code to perform Cardly operations in natural language. For example:

  • "Create a new contact list named 'VIP Clients'"
  • "List all available artwork for our next campaign"
  • "Generate a preview of a card using latest artwork"

Complete Code

Here's the complete code to get you started with Cardly and Claude Code:

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["cardly"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http cardly-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Conclusion

You've successfully integrated Cardly with Claude Code using Composio's MCP server. Now you can interact with Cardly directly from your terminal using natural language commands.

Key features of this setup:

  • Terminal-native experience without switching contexts
  • Natural language commands for Cardly operations
  • Secure authentication through Composio's managed MCP
  • Tool Router for dynamic tool discovery and execution

Next steps:

  • Try asking Claude Code to perform various Cardly operations
  • Add more toolkits to your Tool Router session for multi-app workflows
  • Integrate this setup into your development workflow for increased productivity

You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

How to build Cardly MCP Agent with another framework

FAQ

What are the differences in Tool Router MCP and Cardly MCP?

With a standalone Cardly MCP server, the agents and LLMs can only access a fixed set of Cardly tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Cardly and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Claude Code?

Yes, you can. Claude Code fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Cardly tools.

Can I manage the permissions and scopes for Cardly while using Tool Router?

Yes, absolutely. You can configure which Cardly scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Cardly data and credentials are handled as safely as possible.

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