How to connect Iterable to Claude Cowork

Connect Claude Cowork to Iterable MCP. Summarize iterable campaign performance today, add customer to welcome journey, and more using natural language, with authentication handled for you.

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Iterable is a cross-channel marketing platform for building campaigns across email, SMS, push, and in-app channels. It helps teams personalize customer journeys and optimize engagement from one place.

116 Tools

Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Iterable account to Cowork via Composio Connect, enabling it to summarize Iterable campaign performance today, add customer to welcome journey, update user email subscription status, and more such actions on your behalf without compromising your account security.

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Codex

Connecting Iterable to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Iterable account

Back in Cowork, ask the agent to connect to Iterable or give it any Iterable-related task.

For example, ask Cowork to:

  • "Summarize Iterable campaign performance today"
  • "Add customer to welcome journey"
  • "Update user email subscription status"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Iterable account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Iterable through MCP without you sharing account credentials directly with the agent.

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

The Iterable MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Iterable account. It provides structured and secure access so your agent can perform Iterable operations on your behalf.

TOOLS

Supported Tools

Every Iterable action and event your agent gets out of the box.

Abort Campaign

Abort a running campaign to stop all in-progress message deliveries.

Activate a triggered campaign

Activates a triggered campaign by its unique ID, allowing it to process events and send messages.

Archive Campaigns

Archives one or more campaigns.

Bulk Update Users

Bulk update user data in Iterable.

Cancel Campaign

Cancel a scheduled or recurring campaign in Iterable.

Cancel Email

Cancel a scheduled email to a specific user in Iterable.

Cancel Export

Cancel a queued or running export created with the 'Start export' endpoint.

Cancel In-App Message

Cancel a scheduled in-app message to a specific user in Iterable.

Cancel Push

Cancel a scheduled push notification to a specific user in Iterable.

Cancel Web Push

Cancel a scheduled web push notification to a specific user in Iterable.

Cancel WhatsApp

Cancel a scheduled WhatsApp message to a specific user in Iterable.

Create a new campaign

Creates a new blast or triggered campaign from an existing template.

Create a catalog

Create a catalog with the specified name in Iterable.

Create Catalog Items

Asynchronously creates or updates up to 1000 catalog items with a single request.

Create a new list

Create a new static list in Iterable.

Create snippet

Creates a new code snippet in Iterable.

Deactivate Triggered Campaign

Deactivate a triggered campaign in Iterable.

Bulk delete templates

Bulk delete one or more base templates from Iterable.

Delete a catalog

Delete a catalog by its name.

Delete a Catalog Item

Deletes the specified item from a catalog.

Delete Catalog Items

Asynchronously deletes catalog items from a specified catalog in Iterable.

Delete a list

Delete a list by its listId.

Delete Metadata Table

Asynchronously deletes a metadata table by its table name.

Delete snippet

Deletes a snippet by its ID (numeric) or name (string).

Delete User By ID

Asynchronously deletes a user by userId from Iterable.

Export data to CSV

Export campaign analytics data in CSV format from Iterable.

Export Campaign Data to JSON

Export campaign analytics data in JSON format with one entry per line.

Export User Events

Export all events for a user identified by email or userId.

Forget User

Deletes the specified user's data from the Iterable project and prevents future data collection about them.

Get campaign by ID

Retrieves a campaign by its unique ID.

Get Campaign Metrics

Retrieve performance metrics for one or more campaigns.

Get Catalog Field Mappings

Tool to retrieve field mappings (field to data type) and undefined fields for a catalog in Iterable.

Get catalog item by ID

Retrieves a specific catalog item by its ID from the specified catalog.

Get email template by ID

Get an email template by templateId.

Get Embedded Messages

Retrieves embedded messages for which the specified user is eligible, grouped by placementId.

Get Embedded Template

Retrieves an embedded message template by its unique ID.

Get Experiment Metrics

Retrieve metrics for email experiments.

Get In-App Messages

Get a user's in-app messages from Iterable.

Get in-app template by ID

Retrieves an in-app template by its unique ID.

Get List Size

Get the number of users within a list.

Get push template by ID

Retrieves a push template by its unique ID.

Get SMS template

Retrieves an SMS template by its unique ID.

Get snippet by ID or name

Retrieves a snippet by its ID (numeric) or name (string).

Get template by client template ID

Retrieves an email template by its client-defined template ID.

Get User By ID

Get a user by userId from Iterable.

Get User By ID (Path)

Get a user by userId (path parameter) from Iterable.

Get User Events

Get events for a specific user by userId.

Get User Sent Messages

Get messages sent to a user by email address or userId.

Get Web In-App Messages

Get a user's web in-app messages from Iterable.

List all campaigns

Retrieves metadata about all campaigns in a project with optional pagination.

List Catalog Items

Get the catalog items for a catalog.

List Catalogs

Tool to retrieve all catalog names from Iterable.

List Channels

Get all message channels within the Iterable project.

List export files

Get the job status and files for an export started with the 'Start export' endpoint.

List Export Jobs

Retrieve a list of recent export jobs for the current project.

List Forgotten User IDs

Get hashed user IDs of forgotten users for GDPR compliance.

List Journeys

Get a list of journeys (workflows) within your Iterable project.

List Lists

Retrieve all lists within a project.

List List Users

Get all users within a list.

List Message Types

Lists all message types within a project.

List Metadata Keys

List all keys in a metadata table.

List Metadata Tables

List available metadata tables in Iterable.

List recurring campaign child campaigns

Retrieve the child campaigns generated by a recurring campaign.

List Snippets

Get all snippets for the current project.

List all templates

Retrieves metadata about all templates in a project with optional pagination.

List User Fields

Get all user fields within a project.

List Webhooks

Get all webhooks configured within the Iterable project.

Merge Users

Merge two user profiles in Iterable.

Preview email template

Generate a fully rendered HTML preview of an email template using custom data.

Preview in-app template

Generate a fully rendered HTML preview of an in-app template using custom data.

Preview List Users

Get a random sample of up to 5000 users within a list.

Replace Catalog Item

Asynchronously creates or replaces the specified catalog item in the given catalog.

Replace Metadata Item

Asynchronously creates or replaces the metadata item associated with the specified key.

Schedule Campaign

Schedule an existing campaign to be sent at a specified time.

Send Campaign

Send an existing campaign immediately in Iterable.

Send email template proof

Send a proof of an email template to a specific user.

Send in-app notification to target

Send an in-app notification to a specific user using Iterable.

Send in-app template proof

Send a proof of an in-app template to a specific user using Iterable.

Send push to target

Send a push notification to a specific user using Iterable.

Send push template proof

Send a proof of a push template to a specific user.

Send SMS template proof

Send a proof of an SMS template to a specific user.

Send WhatsApp to target

Send a WhatsApp message to a specific user using Iterable.

Start Export

Start a data export job.

Subscribe to List

Subscribe one or more users to a specific list in Iterable.

Subscribe User By ID

Subscribes a user to the specified subscription group by their userId.

Track Embedded Click

Tracks a click event on an embedded message.

Track Embedded Received

Track that an embedded message was received on a device.

Track Embedded Session

Tracks an embedded message session and related impressions in Iterable.

Track Event

Track an event in Iterable.

Track Events in Bulk

Track multiple events in bulk in Iterable.

Track Purchase

Track a purchase event in Iterable.

Trigger Campaign

Trigger a campaign to send to one or more lists of recipients.

Trigger Journey

Trigger a journey (workflow) in Iterable for a specific user or list.

Unforget User

Unforgets a previously forgotten user in Iterable, resuming data collection.

Unsubscribe from list

Remove users from a list.

Unsubscribe User By ID

Unsubscribes a user from the specified subscription group by their userId.

Update Shopping Cart

Update a user's shopping cart items in Iterable.

Update Catalog Field Mappings

Set a catalog's field mappings (data types) in Iterable.

Update Catalog Item

Asynchronously creates or updates the specified catalog item in the given catalog.

Update email template

Update an existing email template in Iterable.

Update Embedded Template

Updates an embedded message template with the specified fields.

Update in-app template

Update an existing in-app template in Iterable.

Update push template

Updates an existing push template in Iterable.

Update SMS template

Update an existing SMS template in Iterable.

Update snippet by ID or name

Updates an existing snippet by ID (numeric) or creates/updates a snippet by name (string).

Update User

Update user data or add a user if none exists in Iterable.

Update User Email

Updates a user's email address in Iterable.

Update User Subscriptions

Updates user subscription preferences in Iterable.

Bulk Update User Subscriptions

Bulk update subscription preferences for multiple users in Iterable.

Update Webhook

Update an existing webhook configuration in Iterable.

Upsert email template

Create or update an email template in Iterable.

Upsert Embedded Template

Creates an embedded message template if it doesn't exist, or updates all embedded message templates that match the provided clientTemplateId.

Upsert in-app template

Create or update an in-app template in Iterable.

Upsert push template

Create or update a push template in Iterable.

Upsert SMS template

Create or update an SMS template in Iterable.

Verify SMS Code

Verifies an SMS verification code sent to a phone number in Iterable.

FRAMEWORKS

How to build Iterable MCP Agent with another framework

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Codex

Use Iterable MCP with Codex

FAQ

Frequently asked questions

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

Yes, you can. Claude Cowork 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 Iterable tools.

Yes, absolutely. You can configure which Iterable 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.

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 Iterable data and credentials are handled as safely as possible.

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A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

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As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

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Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

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With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

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